Add Accounting Items Management and SQL Integration
- Introduced AccountingItemsManager component for managing accounting entries within transactions. - Implemented API routes for creating, retrieving, updating, and deleting accounting items. - Added SQL queries to handle accounting items linked to transactions, supporting both numeric and string transaction IDs. - Enhanced CSV import functionality to include new accounting item handling. - Created mssql.md documentation for SQL command usage related to accounting items.
This commit is contained in:
sebseb7
240
src/routes/data/accountingItems.js
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240
src/routes/data/accountingItems.js
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const express = require('express');
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const { authenticateToken } = require('../../middleware/auth');
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const router = express.Router();
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// Get accounting items for a specific transaction
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router.get('/accounting-items/:transactionId', authenticateToken, async (req, res) => {
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try {
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const { executeQuery } = require('../../config/database');
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const { transactionId } = req.params;
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// Try both numeric and string format (similar to banking transactions)
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let query, params;
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const numericId = parseInt(transactionId, 10);
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if (!isNaN(numericId) && numericId.toString() === transactionId) {
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// It's a numeric ID - check transaction_id column
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query = `
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SELECT
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ai.*,
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k.name as konto_name,
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bu.name as bu_name,
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bu.vst as bu_vst
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FROM fibdash.AccountingItems ai
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LEFT JOIN fibdash.Konto k ON ai.konto = k.konto
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LEFT JOIN fibdash.BU bu ON ai.bu = bu.bu
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WHERE ai.transaction_id = @transactionId
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ORDER BY ai.id
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`;
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params = { transactionId: numericId };
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} else {
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// It's a string ID - check csv_transaction_id column
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query = `
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SELECT
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ai.*,
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k.name as konto_name,
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bu.name as bu_name,
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bu.vst as bu_vst
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FROM fibdash.AccountingItems ai
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LEFT JOIN fibdash.Konto k ON ai.konto = k.konto
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LEFT JOIN fibdash.BU bu ON ai.bu = bu.bu
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WHERE ai.csv_transaction_id = @transactionId
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ORDER BY ai.id
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`;
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params = { transactionId };
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}
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const result = await executeQuery(query, params);
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res.json(result.recordset);
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} catch (error) {
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console.error('Error fetching accounting items:', error);
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res.status(500).json({ error: 'Failed to fetch accounting items' });
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}
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});
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// Create accounting item for a transaction
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router.post('/accounting-items', authenticateToken, async (req, res) => {
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try {
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const { executeQuery } = require('../../config/database');
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const {
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transaction_id,
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csv_transaction_id,
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umsatz_brutto,
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soll_haben_kz,
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konto,
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bu,
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buchungsdatum,
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rechnungsnummer,
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buchungstext
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} = req.body;
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if ((!transaction_id && !csv_transaction_id) || !umsatz_brutto || !soll_haben_kz || !konto || !buchungsdatum) {
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return res.status(400).json({
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error: 'Transaction ID, amount, debit/credit indicator, account, and booking date are required'
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});
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}
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let insertQuery, queryParams;
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if (csv_transaction_id) {
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// For CSV transactions, use placeholder transaction_id
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insertQuery = `
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INSERT INTO fibdash.AccountingItems
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(transaction_id, csv_transaction_id, umsatz_brutto, soll_haben_kz, konto, gegenkonto, bu, buchungsdatum, rechnungsnummer, buchungstext)
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OUTPUT INSERTED.*
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VALUES (-1, @csv_transaction_id, @umsatz_brutto, @soll_haben_kz, @konto, '', @bu, @buchungsdatum, @rechnungsnummer, @buchungstext)
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`;
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queryParams = {
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csv_transaction_id,
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umsatz_brutto,
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soll_haben_kz,
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konto,
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bu: bu || null,
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buchungsdatum,
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rechnungsnummer: rechnungsnummer || null,
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buchungstext: buchungstext || null
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};
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} else {
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// For regular transactions
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insertQuery = `
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INSERT INTO fibdash.AccountingItems
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(transaction_id, csv_transaction_id, umsatz_brutto, soll_haben_kz, konto, gegenkonto, bu, buchungsdatum, rechnungsnummer, buchungstext)
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OUTPUT INSERTED.*
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VALUES (@transaction_id, NULL, @umsatz_brutto, @soll_haben_kz, @konto, '', @bu, @buchungsdatum, @rechnungsnummer, @buchungstext)
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`;
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queryParams = {
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transaction_id,
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umsatz_brutto,
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soll_haben_kz,
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konto,
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bu: bu || null,
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buchungsdatum,
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rechnungsnummer: rechnungsnummer || null,
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buchungstext: buchungstext || null
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};
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}
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const result = await executeQuery(insertQuery, queryParams);
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res.status(201).json(result.recordset[0]);
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} catch (error) {
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console.error('Error creating accounting item:', error);
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res.status(500).json({ error: 'Failed to create accounting item' });
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}
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});
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// Update accounting item
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router.put('/accounting-items/:id', authenticateToken, async (req, res) => {
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try {
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const { executeQuery } = require('../../config/database');
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const { id } = req.params;
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const { umsatz_brutto, soll_haben_kz, konto, bu, rechnungsnummer, buchungstext } = req.body;
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if (!umsatz_brutto || !soll_haben_kz || !konto) {
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return res.status(400).json({ error: 'Amount, debit/credit indicator, and account are required' });
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}
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const updateQuery = `
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UPDATE fibdash.AccountingItems
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SET umsatz_brutto = @umsatz_brutto,
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soll_haben_kz = @soll_haben_kz,
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konto = @konto,
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bu = @bu,
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rechnungsnummer = @rechnungsnummer,
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buchungstext = @buchungstext
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OUTPUT INSERTED.*
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WHERE id = @id
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`;
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const result = await executeQuery(updateQuery, {
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umsatz_brutto,
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soll_haben_kz,
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konto,
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bu: bu || null,
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rechnungsnummer: rechnungsnummer || null,
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buchungstext: buchungstext || null,
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id: parseInt(id, 10)
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});
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if (result.recordset.length === 0) {
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return res.status(404).json({ error: 'Accounting item not found' });
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}
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res.json(result.recordset[0]);
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} catch (error) {
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console.error('Error updating accounting item:', error);
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res.status(500).json({ error: 'Failed to update accounting item' });
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}
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});
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// Delete accounting item
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router.delete('/accounting-items/:id', authenticateToken, async (req, res) => {
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try {
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const { executeQuery } = require('../../config/database');
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const { id } = req.params;
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const deleteQuery = `DELETE FROM fibdash.AccountingItems WHERE id = @id`;
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await executeQuery(deleteQuery, { id: parseInt(id, 10) });
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res.json({ message: 'Accounting item deleted successfully' });
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} catch (error) {
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console.error('Error deleting accounting item:', error);
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res.status(500).json({ error: 'Failed to delete accounting item' });
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}
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});
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// Get all Konto options
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router.get('/kontos', authenticateToken, async (req, res) => {
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try {
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const { executeQuery } = require('../../config/database');
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const query = `SELECT * FROM fibdash.Konto ORDER BY konto`;
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const result = await executeQuery(query);
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res.json(result.recordset);
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} catch (error) {
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console.error('Error fetching kontos:', error);
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res.status(500).json({ error: 'Failed to fetch kontos' });
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}
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});
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// Create new Konto
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router.post('/kontos', authenticateToken, async (req, res) => {
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try {
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const { executeQuery } = require('../../config/database');
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const { konto, name } = req.body;
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if (!konto || !name) {
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return res.status(400).json({ error: 'Konto and name are required' });
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}
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const insertQuery = `
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INSERT INTO fibdash.Konto (konto, name)
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OUTPUT INSERTED.*
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VALUES (@konto, @name)
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`;
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const result = await executeQuery(insertQuery, { konto, name });
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res.status(201).json(result.recordset[0]);
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} catch (error) {
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console.error('Error creating konto:', error);
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res.status(500).json({ error: 'Failed to create konto' });
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}
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});
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// Get all BU options
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router.get('/bus', authenticateToken, async (req, res) => {
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try {
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const { executeQuery } = require('../../config/database');
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const query = `SELECT * FROM fibdash.BU ORDER BY bu`;
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const result = await executeQuery(query);
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res.json(result.recordset);
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} catch (error) {
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console.error('Error fetching BUs:', error);
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res.status(500).json({ error: 'Failed to fetch BUs' });
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}
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});
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module.exports = router;
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