36 Commits

Author SHA1 Message Date
sebseb7
adfcd90dcf Enhance transaction filtering by time range in API
- 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.
2025-08-23 04:17:17 +02:00
sebseb7
bb610e0480 Add duplicate transaction check in CSV import process
- 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.
2025-08-22 23:46:20 +02:00
sebseb7
44d6cf6352 Update CSV import queries to include 'pending' status for datevlink field
- 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.
2025-08-22 23:23:58 +02:00
sebseb7
74529d8b19 Enhanced error handling and logging for the DATEV export process. 2025-08-21 11:41:17 +02:00
sebseb7
bd7c6dddbf Enhance CSV import functionality with improved error messaging and logging
- 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.
2025-08-21 04:46:30 +02:00
sebseb7
8e8d93e4a6 Implement Google OAuth flow and enhance login functionality
- 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.
2025-08-15 19:48:45 +02:00
sebseb7
fee9f02faa Enhance Accounting Items Management with JTL Kontierung Integration
- 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.
2025-08-08 11:32:57 +02:00
sebseb7
bcd7eea1b4 Update API target and port configuration; upgrade OpenAI model version
- 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.
2025-08-08 10:31:33 +02:00
sebseb7
281754de22 Add OpenAI API integration and document processing features
- 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.
2025-08-06 11:11:23 +02:00
sebseb7
d60da0a7aa Refactor CSVImportDialog to CSVImportPanel and enhance UI components
- 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.
2025-08-05 10:17:54 +02:00
sebseb7
46c9e9b97d 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.
2025-08-05 09:25:32 +02:00
sebseb7
096d4d0530 Refactor BankingKreditorSelector and DocumentRenderer components to enhance transaction assignment handling. Remove unused 'assigned_by' field from API requests and update onSave callbacks to pass assigned Kreditor details. Improve SQL queries in bankingTransactions.js to handle both numeric and string transaction IDs, and streamline transaction insertion logic. Update transaction retrieval in transactions.js to include additional assigned Kreditor information. 2025-08-02 10:07:36 +02:00
sebseb7
20cd0b34bc Implement new Kreditor creation functionality in BankingKreditorSelector component. Add state management for new Kreditor details, validation, and error handling. Enhance transaction handling to support banking transactions without IBAN. Update UI to allow users to create new Kreditors directly from the selector, including ID generation and validation feedback. 2025-08-02 09:14:49 +02:00
sebseb7
da435d2e66 u 2025-08-02 08:26:08 +02:00
sebseb7
5c416c77f0 Refactor data.js to remove old CSV parsing logic and integrate a new router structure. Consolidate transaction retrieval and enhance error handling for various endpoints. Update the DATEV export functionality to utilize the new database queries and improve overall code organization. 2025-08-01 15:45:01 +02:00
sebseb7
3886e64ef6 Enhance transaction retrieval in data.js by adding additional fields from the UmsatzBeleg table and implementing a separate query for links data. Update transaction mapping to include new document data and filter links based on transaction IDs. 2025-08-01 15:15:01 +02:00
sebseb7
3f2cad2426 i 2025-08-01 14:53:14 +02:00
sebseb7
89d481bbbf Implement CSV parsing and import functionality in data.js, replacing old database-based logic. Add endpoints for retrieving available months and importing transactions, with enhanced error handling and validation for CSV data. Update transaction processing to include date and amount parsing. 2025-08-01 14:07:07 +02:00
sebseb7
6218fc3c12 Refactor CSV import API call in CSVImportDialog to use a structured request body. Increase JSON payload limit in index.js to support larger CSV imports. 2025-08-01 14:03:03 +02:00
sebseb7
cbc826a4e1 Implement CSV import functionality in TableManagement component and update API routes to utilize database for CSV data handling. Remove old CSV parsing logic and enhance month retrieval from the database. Add UI elements for CSV import in the TableManagement view. 2025-08-01 13:32:59 +02:00
sebseb7
fbfd918d81 Remove data.csv file and update README to reflect new features including CSV import and banking account management. Enhance TransactionsTable and KreditorTable components with banking account handling, including UI updates and validation logic. Update SQL schema to support banking accounts and adjust API routes for improved data handling. Implement new document rendering logic for banking transactions and enhance recipient rendering with banking account status. Add new views and indexes for better transaction management. 2025-08-01 13:26:26 +02:00
sebseb7
6cde543938 Enhance webpack configuration for improved performance and development experience. Add filesystem caching and watch options. Update KreditorSelector to handle prefilled data and improve state management. Refactor TransactionsTable to manage focus during dialog interactions. Update admin tables to manage focus restoration and improve dialog handling. Implement IBAN filtering in IbanSelectionFilter and enhance document rendering with Kreditor information. Update SQL schema to allow multiple IBANs for the same Kreditor and adjust API routes for better data handling. 2025-08-01 12:03:15 +02:00
sebseb7
481f4db389 Add form validation to KontoTable and KreditorTable components. Disable save button when form is invalid. Clean up console logs in TextHeaderWithFilter and dataUtils. 2025-08-01 10:44:17 +02:00
sebseb7
976c802b11 Enhance App component with view management by adding Tabs for Dashboard and Table views. Update DataViewer to receive current view and handle export data accordingly. Refactor BUTable to improve form validation and handle vst values more robustly. Update admin routes to ensure vst is correctly processed. 2025-08-01 10:39:41 +02:00
sebseb7
5470bebfc4 Implement navigation and view management in DataViewer, adding Dashboard and TableManagement components. Update export data handling based on current view. Create new components for managing Kreditor, Konto, and BU tables with CRUD functionality. Refactor admin routes to remove admin access checks and streamline data handling for various entities. 2025-08-01 10:22:43 +02:00
sebseb7
092fa0f8bd u 2025-08-01 10:03:29 +02:00
sebseb7
fa6690135a u 2025-08-01 10:03:12 +02:00
sebseb7
1ec1e1e5f6 u 2025-08-01 09:26:47 +02:00
sebseb7
be7a928ce2 Add SortHeader component for sorting functionality in TransactionsTable. Update TransactionsTable to prevent row selection when clicking on IBAN text. Minor adjustment in gridConfig for layout consistency. 2025-07-20 08:37:18 +02:00
sebseb7
58f5bb4b4f Refactor dashboard route to use mock data instead of database queries, simplifying the code and improving performance. Remove unnecessary database operations and error handling for user data retrieval. 2025-07-20 07:47:25 +02:00
sebseb7
429fd70497 Implement DATEV export functionality in DataViewer and enhance TransactionsTable with selection features and improved row styling. Update environment variables and add devServer configuration in webpack for better development experience. 2025-07-20 07:47:18 +02:00
sebseb7
2a43b7106d Add header component for text filters 2025-07-20 05:12:04 +02:00
sebseb7
b9af7694a0 Remove debug login page and refactor TransactionsTable to utilize new utility functions and cell renderers for improved code organization and maintainability. 2025-07-20 05:06:28 +02:00
sebseb7
992adc7bcf Enhance TransactionsTable with custom cell renderers for description and recipient fields, and adjust row height for improved layout. 2025-07-20 04:58:29 +02:00
sebseb7
9a0c985bfa aggrid 2025-07-20 04:46:01 +02:00
sebseb7
102a4ec9ff genesis 2025-07-19 21:58:07 +02:00