- Implemented dynamic SQL WHERE clause to filter transactions based on various time range formats: quarter, year, and month.
- Removed redundant post-processing logic for filtering transactions, as the SQL query now handles this directly.
- Updated summary calculations to reflect the new transaction filtering approach, ensuring accurate reporting of totals and JTL matches.
- Implemented a check for existing transactions in the database to prevent duplicates during CSV imports.
- Added SQL query to count existing transactions based on key fields before insertion.
- Enhanced error handling to log and skip duplicate transactions, improving data integrity during the import process.
- Modified SQL update queries in the csvImport.js file to allow for 'pending' status in addition to NULL or empty values for the datevlink field in both tUmsatzBeleg and tPdfObjekt tables. This change enhances the handling of datevlink updates during the import process.
- Updated error message in CSVImportPanel to include a period for better readability.
- Added console logs in the CSV import API route to track the import process and precheck status.
- Removed redundant validation for 'Beguenstigter/Zahlungspflichtiger' to streamline error handling during CSV import.
- Updated the Google Sign-In integration to utilize the new OAuth callback mechanism.
- Added a redirect flow for Google authentication, improving user experience.
- Enhanced error handling and user feedback during the login process.
- Removed hardcoded Google client ID in favor of environment variable usage.
- Introduced a new component for handling OAuth callbacks and updated the App component to manage authentication states accordingly.
- Improved API route for processing OAuth callbacks, including token exchange and user verification.
- Added a new API route to fetch JTL Kontierung data based on transaction ID.
- Implemented loading of JTL Kontierung data in the AccountingItemsManager component.
- Updated UI to display JTL Kontierung data for debugging purposes.
- Enhanced user feedback during processing tasks in the App component with tooltips and progress indicators.
- Changed API proxy target from localhost:5000 to localhost:5500 in both webpack configurations.
- Updated server port from 5000 to 5500 in src/index.js for consistency.
- Upgraded OpenAI model from "gpt-4o-mini" to "gpt-5-mini" in document processing routes, enhancing processing capabilities.
- Added OpenAI API key configuration to .env.example.
- Integrated OpenAI for document processing, including markdown conversion and data extraction.
- Implemented new API routes for fetching document processing status and handling various processing tasks.
- Enhanced the App component to manage document status and processing states with user feedback via Snackbar.
- Updated CSVImportPanel and TableManagement components to support navigation to specific tabs based on processing results.
- Introduced transaction handling in the database configuration for improved error management during document processing.
- Renamed CSVImportDialog component to CSVImportPanel for clarity.
- Replaced Dialog with Paper component for improved layout.
- Removed unused code and comments to streamline the component.
- Updated import result messages for better user feedback.
- Enhanced button styles and layout for a more user-friendly interface.
- Added new API route for importing DATEV Beleglinks to the database, including validation and error handling.
- 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.