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.

.cursor/rules/devdatabase.mdc

@@ -1,6 +1,4 @@
 ---
 alwaysApply: true
 ---
-sqlcmd -C -S tcp:192.168.56.1,1497 -U app -P 'readonly' -d eazybusiness -W
-
 sqlcmd -C -S tcp:192.168.56.1,1497 -U sa -P 'sa_tekno23' -d eazybusiness -W

.cursor/rules/devserver.mdc

@@ -0,0 +1,7 @@
+---
+alwaysApply: true
+---
+pm2 restart 10 -> restart backend (configured as "npm run dev:backend")
+pm2 restart 11 -> restart backend (configured as "npm run dev:frontend")
+
+(both should rarely neer restart because in dev mode HMR for frontend, and nodemon for backend should already do that)

.env.example

@@ -8,6 +8,9 @@ REACT_APP_GOOGLE_CLIENT_ID=your_google_client_id_here
 # JWT Secret
 JWT_SECRET=your_jwt_secret_here
 
+# OpenAI API Configuration
+OPENAI_API_KEY=your_openai_api_key_here
+
 # Authorized Email Addresses (comma-separated)
 AUTHORIZED_EMAILS=admin@example.com,user1@example.com,user2@example.com
 

.kilocode/rules/mssql.md

@@ -0,0 +1,4 @@
+# mssql.md
+
+sqlcmd -C -S tcp:192.168.56.1,1497 -U app -P 'readonly' -d eazybusiness -W
+

client/src/App.js

@@ -1,14 +1,20 @@
 import React, { Component } from 'react';
 import { ThemeProvider, createTheme } from '@mui/material/styles';
 import CssBaseline from '@mui/material/CssBaseline';
-import { Container, AppBar, Toolbar, Typography, Button, Box, Tabs, Tab } from '@mui/material';
+import { Container, AppBar, Toolbar, Typography, Button, Box, Tabs, Tab, Badge, Chip, Divider, Snackbar, Alert, LinearProgress, Tooltip, CircularProgress } from '@mui/material';
 import LoginIcon from '@mui/icons-material/Login';
 import DashboardIcon from '@mui/icons-material/Dashboard';
 import DownloadIcon from '@mui/icons-material/Download';
 import TableChart from '@mui/icons-material/TableChart';
+import PlayArrowIcon from '@mui/icons-material/PlayArrow';
+import DocumentScannerIcon from '@mui/icons-material/DocumentScanner';
+import ExtractIcon from '@mui/icons-material/TextSnippet';
+import EmailIcon from '@mui/icons-material/Email';
+import UploadIcon from '@mui/icons-material/Upload';
 import AuthService from './services/AuthService';
 import DataViewer from './components/DataViewer';
 import Login from './components/Login';
+import OAuthCallback from './components/OAuthCallback';
 
 const theme = createTheme({
   palette: {
@@ -31,6 +37,18 @@ class App extends Component {
       loading: true,
       exportData: null, // { selectedMonth, canExport, onExport }
       currentView: 'dashboard', // 'dashboard' or 'tables'
+      documentStatus: null,
+      processingStatus: {
+        markdown: false,
+        extraction: false,
+        datevSync: false,
+        datevUpload: false
+      },
+      snackbar: {
+        open: false,
+        message: '',
+        severity: 'info' // 'success', 'error', 'warning', 'info'
+      }
     };
     this.authService = new AuthService();
   }
@@ -39,6 +57,15 @@ class App extends Component {
     this.checkAuthStatus();
   }
 
+  componentDidUpdate(prevState) {
+    // Clear targetTab after navigation is complete
+    if (this.state.targetTab && prevState.currentView !== this.state.currentView) {
+      setTimeout(() => {
+        this.setState({ targetTab: null });
+      }, 100); // Small delay to ensure navigation completes
+    }
+  }
+
   checkAuthStatus = async () => {
     try {
       const token = localStorage.getItem('token');
@@ -46,6 +73,7 @@ class App extends Component {
         const user = await this.authService.verifyToken(token);
         if (user) {
           this.setState({ isAuthenticated: true, user, loading: false });
+          this.fetchDocumentStatus();
           return;
         }
       }
@@ -62,6 +90,7 @@ class App extends Component {
       if (result.success) {
         localStorage.setItem('token', result.token);
         this.setState({ isAuthenticated: true, user: result.user });
+        this.fetchDocumentStatus();
       }
     } catch (error) {
       console.error('Login failed:', error);
@@ -83,8 +112,135 @@ class App extends Component {
     this.setState({ currentView: newValue });
   };
 
+  showSnackbar = (message, severity = 'info') => {
+    this.setState({
+      snackbar: {
+        open: true,
+        message,
+        severity
+      }
+    });
+  };
+
+  handleSnackbarClose = (event, reason) => {
+    if (reason === 'clickaway') {
+      return;
+    }
+    this.setState({
+      snackbar: {
+        ...this.state.snackbar,
+        open: false
+      }
+    });
+  };
+
+  fetchDocumentStatus = async () => {
+    try {
+      const token = localStorage.getItem('token');
+      if (!token) {
+        console.log('No token found for document status');
+        return;
+      }
+
+      console.log('Fetching document status...');
+      const response = await fetch('/api/data/document-status', {
+        headers: {
+          'Authorization': `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+      });
+
+      if (response.ok) {
+        const status = await response.json();
+        console.log('Document status received:', status);
+        this.setState({ documentStatus: status });
+      } else {
+        console.error('Failed to fetch document status:', response.status, await response.text());
+      }
+    } catch (error) {
+      console.error('Error fetching document status:', error);
+    }
+  };
+
+  handleProcessing = async (processType) => {
+    if (this.state.processingStatus[processType]) {
+      return; // Already processing
+    }
+
+    // Handle datev upload navigation
+    if (processType === 'datev-upload') {
+      this.setState({ 
+        currentView: 'tables',
+        targetTab: { 
+          level1: 3, // CSV Import tab
+          level2: 'DATEV_LINKS' // DATEV Beleglinks tab
+        }
+      });
+      return;
+    }
+
+    // Check if there are documents to process
+    const statusKey = processType === 'datev-sync' ? 'needDatevSync' : 
+                     processType === 'extraction' ? 'needExtraction' : 'needMarkdown';
+    
+    if (!this.state.documentStatus || this.state.documentStatus[statusKey] === 0) {
+      this.showSnackbar(`No documents need ${processType} processing at this time.`, 'info');
+      return;
+    }
+
+    this.setState(prevState => ({
+      processingStatus: {
+        ...prevState.processingStatus,
+        [processType]: true
+      }
+    }));
+
+    try {
+      const token = localStorage.getItem('token');
+      if (!token) return;
+
+      const response = await fetch(`/api/data/process-${processType}`, {
+        method: 'POST',
+        headers: {
+          'Authorization': `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+      });
+
+      if (response.ok) {
+        const result = await response.json();
+        console.log(`${processType} processing result:`, result);
+        this.showSnackbar(`${processType} processing completed successfully!`, 'success');
+        // Refresh document status after successful processing
+        await this.fetchDocumentStatus();
+      } else {
+        const error = await response.json();
+        console.error(`Failed to process ${processType}:`, error);
+        this.showSnackbar(`Failed to process ${processType}: ${error.error || response.status}`, 'error');
+      }
+    } catch (error) {
+      console.error(`Error processing ${processType}:`, error);
+      this.showSnackbar(`Error processing ${processType}: ${error.message}`, 'error');
+    } finally {
+      this.setState(prevState => ({
+        processingStatus: {
+          ...prevState.processingStatus,
+          [processType]: false
+        }
+      }));
+    }
+  };
+
+  isOAuthCallback = () => {
+    return window.location.pathname === '/auth/callback';
+  };
+
   render() {
-    const { isAuthenticated, user, loading, currentView } = this.state;
+    const { isAuthenticated, user, loading, currentView, documentStatus, processingStatus, snackbar } = this.state;
+    
+    // Debug logging
+    console.log('App render - documentStatus:', documentStatus);
+    console.log('App render - isAuthenticated:', isAuthenticated);
 
     if (loading) {
       return (
@@ -149,6 +305,112 @@ class App extends Component {
                     sx={{ minHeight: 48 }}
                   />
                 </Tabs>
+                <Divider orientation="vertical" flexItem sx={{ mx: 2, backgroundColor: 'rgba(255, 255, 255, 0.3)' }} />
+                <Box sx={{ display: 'flex', alignItems: 'center', gap: 1 }}>
+                  <Tooltip title={processingStatus.markdown ? 'Running markdown conversion… this can take a while' : 'Process markdown conversion'} arrow>
+                    <span>
+                      <Button
+                        color="inherit"
+                        size="small"
+                        onClick={() => this.handleProcessing('markdown')}
+                        disabled={processingStatus.markdown || !documentStatus}
+                        sx={{ 
+                          minWidth: 'auto',
+                          px: 1,
+                          '&:hover': { backgroundColor: 'rgba(255, 255, 255, 0.1)' }
+                        }}
+                      >
+                        <Badge 
+                          badgeContent={documentStatus?.needMarkdown || 0} 
+                          color={documentStatus?.needMarkdown > 0 ? "error" : "default"}
+                          max={999999}
+                          sx={{ mr: 0.5 }}
+                        >
+                          <DocumentScannerIcon fontSize="small" />
+                        </Badge>
+                        {processingStatus.markdown && (
+                          <CircularProgress size={14} color="inherit" />
+                        )}
+                      </Button>
+                    </span>
+                  </Tooltip>
+                  <Tooltip title={processingStatus.extraction ? 'Running data extraction… this can take a while' : 'Process data extraction'} arrow>
+                    <span>
+                      <Button
+                        color="inherit"
+                        size="small"
+                        onClick={() => this.handleProcessing('extraction')}
+                        disabled={processingStatus.extraction || !documentStatus}
+                        sx={{ 
+                          minWidth: 'auto',
+                          px: 1,
+                          '&:hover': { backgroundColor: 'rgba(255, 255, 255, 0.1)' }
+                        }}
+                      >
+                        <Badge 
+                          badgeContent={documentStatus?.needExtraction || 0} 
+                          color={documentStatus?.needExtraction > 0 ? "warning" : "default"}
+                          max={999999}
+                          sx={{ mr: 0.5 }}
+                        >
+                          <ExtractIcon fontSize="small" />
+                        </Badge>
+                        {processingStatus.extraction && (
+                          <CircularProgress size={14} color="inherit" />
+                        )}
+                      </Button>
+                    </span>
+                  </Tooltip>
+                  <Tooltip title={processingStatus.datevSync ? 'Running DATEV sync… this can take a while' : 'Process Datev sync'} arrow>
+                    <span>
+                      <Button
+                        color="inherit"
+                        size="small"
+                        onClick={() => this.handleProcessing('datev-sync')}
+                        disabled={processingStatus.datevSync || !documentStatus}
+                        sx={{ 
+                          minWidth: 'auto',
+                          px: 1,
+                          '&:hover': { backgroundColor: 'rgba(255, 255, 255, 0.1)' }
+                        }}
+                      >
+                        <Badge 
+                          badgeContent={documentStatus?.needDatevSync || 0} 
+                          color={documentStatus?.needDatevSync > 0 ? "info" : "default"}
+                          max={999999}
+                          sx={{ mr: 0.5 }}
+                        >
+                          <EmailIcon fontSize="small" />
+                        </Badge>
+                        {processingStatus.datevSync && (
+                          <CircularProgress size={14} color="inherit" />
+                        )}
+                      </Button>
+                    </span>
+                  </Tooltip>
+                  <Button
+                    color="inherit"
+                    size="small"
+                    onClick={() => this.handleProcessing('datev-upload')}
+                    disabled={processingStatus.datevUpload || !documentStatus}
+                    sx={{ 
+                      minWidth: 'auto',
+                      px: 1,
+                      '&:hover': { backgroundColor: 'rgba(255, 255, 255, 0.1)' }
+                    }}
+                    title="Process Datev CSV upload"
+                  >
+                    <Badge 
+                      badgeContent={documentStatus?.needDatevUpload || 0} 
+                      color={documentStatus?.needDatevUpload > 0 ? "secondary" : "default"}
+                      max={999999}
+                      sx={{ mr: 0.5 }}
+                    >
+                      <UploadIcon fontSize="small" />
+                    </Badge>
+                    {processingStatus.datevUpload && <PlayArrowIcon fontSize="small" />}
+                  </Button>
+                </Box>
                 {this.state.exportData && (
                   <Button 
                     color="inherit" 
@@ -184,22 +446,44 @@ class App extends Component {
               </>
             )}
           </Toolbar>
+          {(processingStatus.markdown || processingStatus.extraction || processingStatus.datevSync) && (
+            <LinearProgress color="secondary" />
+          )}
         </AppBar>
 
         <Box sx={{ height: 'calc(100vh - 64px)', display: 'flex', flexDirection: 'column' }}>
           <Container maxWidth={false} sx={{ mt: 4, flex: 1, minHeight: 0, display: 'flex', flexDirection: 'column', width: '100%' }}>
-            {isAuthenticated ? (
+            {this.isOAuthCallback() ? (
+              <OAuthCallback />
+            ) : isAuthenticated ? (
               <DataViewer 
                 user={user} 
                 onUpdateExportData={this.updateExportData}
                 currentView={currentView}
                 onViewChange={this.handleViewChange}
+                targetTab={this.state.targetTab}
               />
             ) : (
               <Login onLogin={this.handleLogin} />
             )}
           </Container>
         </Box>
+
+        <Snackbar
+          open={snackbar.open}
+          autoHideDuration={6000}
+          onClose={this.handleSnackbarClose}
+          anchorOrigin={{ vertical: 'bottom', horizontal: 'right' }}
+        >
+          <Alert
+            onClose={this.handleSnackbarClose}
+            severity={snackbar.severity}
+            variant="filled"
+            sx={{ width: '100%' }}
+          >
+            {snackbar.message}
+          </Alert>
+        </Snackbar>
       </ThemeProvider>
     );
   }

client/src/components/AccountingItemsManager.js

@@ -0,0 +1,550 @@
+import React, { Component } from 'react';
+import {
+  Box,
+  Typography,
+  Button,
+  Table,
+  TableBody,
+  TableCell,
+  TableContainer,
+  TableHead,
+  TableRow,
+  Paper,
+  TextField,
+  Select,
+  MenuItem,
+  FormControl,
+  InputLabel,
+  IconButton,
+  Dialog,
+  DialogTitle,
+  DialogContent,
+  DialogActions,
+  Alert,
+  Chip
+} from '@mui/material';
+import {
+  Add as AddIcon,
+  Delete as DeleteIcon,
+  Edit as EditIcon,
+  Save as SaveIcon,
+  Cancel as CancelIcon
+} from '@mui/icons-material';
+import AuthService from '../services/AuthService';
+
+class AccountingItemsManager extends Component {
+  constructor(props) {
+    super(props);
+    
+    this.state = {
+      accountingItems: [],
+      kontos: [],
+      bus: [],
+      loading: true,
+      editingItem: null,
+      showCreateDialog: false,
+      showCreateKontoDialog: false,
+      jtlKontierung: null,
+      newItem: {
+        umsatz_brutto: '',
+        soll_haben_kz: 'S',
+        konto: '',
+        bu: '',
+        rechnungsnummer: '',
+        buchungstext: ''
+      },
+      newKonto: {
+        konto: '',
+        name: ''
+      },
+      error: null,
+      saving: false
+    };
+    
+    this.authService = new AuthService();
+  }
+
+  componentDidMount() {
+    this.loadData();
+    this.loadJtlKontierung();
+  }
+
+  loadData = async () => {
+    try {
+      // Load accounting items for this transaction
+      await this.loadAccountingItems();
+      
+      // Load Konto and BU options
+      await Promise.all([
+        this.loadKontos(),
+        this.loadBUs()
+      ]);
+      
+      this.setState({ loading: false });
+    } catch (error) {
+      console.error('Error loading data:', error);
+      this.setState({ 
+        error: 'Fehler beim Laden der Daten',
+        loading: false 
+      });
+    }
+  };
+
+  loadJtlKontierung = async () => {
+    try {
+      const { transaction } = this.props;
+      if (!transaction || !transaction.jtlId) {
+        this.setState({ jtlKontierung: undefined });
+        return;
+      }
+
+      const response = await this.authService.apiCall(`/data/jtl-kontierung/${transaction.jtlId}`);
+      if (!response) return;
+
+      if (response.ok) {
+        const data = await response.json();
+        this.setState({ jtlKontierung: data });
+      } else {
+        const err = await response.json();
+        console.error('Failed to load JTL Kontierung:', err);
+        this.setState({ jtlKontierung: undefined });
+      }
+    } catch (e) {
+      console.error('Error loading JTL Kontierung:', e);
+      this.setState({ jtlKontierung: undefined });
+    }
+  }
+
+  loadAccountingItems = async () => {
+    const { transaction } = this.props;
+    if (!transaction?.id) return;
+    
+    try {
+      const response = await this.authService.apiCall(`/data/accounting-items/${transaction.id}`);
+      if (response && response.ok) {
+        const items = await response.json();
+        this.setState({ accountingItems: items });
+      }
+    } catch (error) {
+      console.error('Error loading accounting items:', error);
+    }
+  };
+
+  loadKontos = async () => {
+    try {
+      const response = await this.authService.apiCall('/data/kontos');
+      if (response && response.ok) {
+        const kontos = await response.json();
+        this.setState({ kontos });
+      }
+    } catch (error) {
+      console.error('Error loading kontos:', error);
+    }
+  };
+
+  loadBUs = async () => {
+    try {
+      const response = await this.authService.apiCall('/data/bus');
+      if (response && response.ok) {
+        const bus = await response.json();
+        this.setState({ bus });
+      }
+    } catch (error) {
+      console.error('Error loading BUs:', error);
+    }
+  };
+
+  handleCreateItem = () => {
+    const { transaction } = this.props;
+    this.setState({
+      showCreateDialog: true,
+      newItem: {
+        umsatz_brutto: Math.abs(transaction.numericAmount || 0).toString(),
+        soll_haben_kz: (transaction.numericAmount || 0) >= 0 ? 'H' : 'S',
+        konto: '',
+        bu: '',
+        rechnungsnummer: '',
+        buchungstext: transaction.description || ''
+      }
+    });
+  };
+
+  handleSaveItem = async () => {
+    const { transaction } = this.props;
+    const { newItem } = this.state;
+    
+    if (!newItem.umsatz_brutto || !newItem.konto) {
+      this.setState({ error: 'Betrag und Konto sind erforderlich' });
+      return;
+    }
+    
+    this.setState({ saving: true, error: null });
+    
+    try {
+      const itemData = {
+        ...newItem,
+        transaction_id: transaction.isFromCSV ? null : transaction.id,
+        csv_transaction_id: transaction.isFromCSV ? transaction.id : null,
+        buchungsdatum: transaction.parsed_date || new Date().toISOString().split('T')[0]
+      };
+      
+      const response = await this.authService.apiCall('/data/accounting-items', {
+        method: 'POST',
+        body: JSON.stringify(itemData)
+      });
+      
+      if (response && response.ok) {
+        await this.loadAccountingItems();
+        this.setState({
+          showCreateDialog: false,
+          saving: false,
+          newItem: {
+            umsatz_brutto: '',
+            soll_haben_kz: 'S',
+            konto: '',
+            bu: '',
+            rechnungsnummer: '',
+            buchungstext: ''
+          }
+        });
+      } else {
+        const errorData = await response.json();
+        this.setState({
+          error: errorData.error || 'Fehler beim Speichern',
+          saving: false
+        });
+      }
+    } catch (error) {
+      console.error('Error saving accounting item:', error);
+      this.setState({
+        error: 'Fehler beim Speichern',
+        saving: false
+      });
+    }
+  };
+
+  handleCreateKonto = async () => {
+    const { newKonto } = this.state;
+    
+    if (!newKonto.konto || !newKonto.name) {
+      this.setState({ error: 'Konto-Nummer und Name sind erforderlich' });
+      return;
+    }
+    
+    this.setState({ saving: true, error: null });
+    
+    try {
+      const response = await this.authService.apiCall('/data/kontos', {
+        method: 'POST',
+        body: JSON.stringify(newKonto)
+      });
+      
+      if (response && response.ok) {
+        await this.loadKontos();
+        this.setState({
+          showCreateKontoDialog: false,
+          saving: false,
+          newKonto: { konto: '', name: '' }
+        });
+      } else {
+        const errorData = await response.json();
+        this.setState({
+          error: errorData.error || 'Fehler beim Erstellen des Kontos',
+          saving: false
+        });
+      }
+    } catch (error) {
+      console.error('Error creating konto:', error);
+      this.setState({
+        error: 'Fehler beim Erstellen des Kontos',
+        saving: false
+      });
+    }
+  };
+
+  handleDeleteItem = async (itemId) => {
+    if (!window.confirm('Buchungsposten wirklich löschen?')) return;
+    
+    try {
+      const response = await this.authService.apiCall(`/data/accounting-items/${itemId}`, {
+        method: 'DELETE'
+      });
+      
+      if (response && response.ok) {
+        await this.loadAccountingItems();
+      }
+    } catch (error) {
+      console.error('Error deleting accounting item:', error);
+      this.setState({ error: 'Fehler beim Löschen' });
+    }
+  };
+
+  calculateTotal = () => {
+    return this.state.accountingItems.reduce((sum, item) => {
+      const amount = parseFloat(item.umsatz_brutto) || 0;
+      return sum + (item.soll_haben_kz === 'S' ? amount : -amount);
+    }, 0);
+  };
+
+  render() {
+    const { transaction } = this.props;
+    const {
+      accountingItems,
+      kontos,
+      bus,
+      loading,
+      showCreateDialog,
+      showCreateKontoDialog,
+      newItem,
+      newKonto,
+      error,
+      saving
+    } = this.state;
+
+    if (loading) {
+      return <Typography>Lade Buchungsdaten...</Typography>;
+    }
+
+    const transactionAmount = transaction.numericAmount || 0;
+    const currentTotal = this.calculateTotal();
+    const isBalanced = Math.abs(currentTotal - Math.abs(transactionAmount)) < 0.01;
+
+    return (
+      <Box>
+        <Box sx={{ display: 'flex', justifyContent: 'space-between', alignItems: 'center', mb: 2 }}>
+          <Typography variant="h6">
+            Buchungsposten
+          </Typography>
+          <Button
+            variant="contained"
+            startIcon={<AddIcon />}
+            onClick={this.handleCreateItem}
+            size="small"
+          >
+            Hinzufügen
+          </Button>
+        </Box>
+
+        {error && (
+          <Alert severity="error" sx={{ mb: 2 }}>
+            {error}
+          </Alert>
+        )}
+
+        <Box sx={{ mb: 2, p: 2, bgcolor: isBalanced ? '#e8f5e8' : '#fff3e0', borderRadius: 1 }}>
+          <Typography variant="body2">
+            <strong>Transaktionsbetrag:</strong> {Math.abs(transactionAmount).toFixed(2)} €
+          </Typography>
+          <Typography variant="body2">
+            <strong>Summe Buchungsposten:</strong> {Math.abs(currentTotal).toFixed(2)} €
+          </Typography>
+          <Chip
+            label={isBalanced ? "✅ Ausgeglichen" : "⚠️ Nicht ausgeglichen"}
+            color={isBalanced ? "success" : "warning"}
+            size="small"
+            sx={{ mt: 1 }}
+          />
+        </Box>
+
+        {transaction?.jtlId && (
+          <Box sx={{ mb: 2, p: 2, border: '1px dashed #999', borderRadius: 1 }}>
+            <Typography variant="subtitle2">Debug: tUmsatzKontierung.data</Typography>
+            <Typography variant="caption" component="div" sx={{ whiteSpace: 'pre-wrap', wordBreak: 'break-word' }}>
+              {this.state.jtlKontierung === undefined
+                ? 'undefined'
+                : this.state.jtlKontierung === null
+                  ? 'null'
+                  : typeof this.state.jtlKontierung === 'object'
+                    ? JSON.stringify(this.state.jtlKontierung, null, 2)
+                    : String(this.state.jtlKontierung)}
+            </Typography>
+          </Box>
+        )}
+
+        <TableContainer component={Paper}>
+          <Table size="small">
+            <TableHead>
+              <TableRow>
+                <TableCell>Betrag</TableCell>
+                <TableCell>S/H</TableCell>
+                <TableCell>Konto</TableCell>
+                <TableCell>BU</TableCell>
+                <TableCell>Buchungstext</TableCell>
+                <TableCell>Aktionen</TableCell>
+              </TableRow>
+            </TableHead>
+            <TableBody>
+              {accountingItems.map((item) => (
+                <TableRow key={item.id}>
+                  <TableCell>{parseFloat(item.umsatz_brutto).toFixed(2)} €</TableCell>
+                  <TableCell>
+                    <Chip
+                      label={item.soll_haben_kz}
+                      color={item.soll_haben_kz === 'S' ? 'primary' : 'secondary'}
+                      size="small"
+                    />
+                  </TableCell>
+                  <TableCell>
+                    {item.konto} - {item.konto_name}
+                  </TableCell>
+                  <TableCell>
+                    {item.bu ? `${item.bu} - ${item.bu_name}` : '-'}
+                  </TableCell>
+                  <TableCell>{item.buchungstext || '-'}</TableCell>
+                  <TableCell>
+                    <IconButton
+                      size="small"
+                      onClick={() => this.handleDeleteItem(item.id)}
+                      color="error"
+                    >
+                      <DeleteIcon />
+                    </IconButton>
+                  </TableCell>
+                </TableRow>
+              ))}
+              {accountingItems.length === 0 && (
+                <TableRow>
+                  <TableCell colSpan={6} align="center">
+                    <Typography color="textSecondary">
+                      Keine Buchungsposten vorhanden
+                    </Typography>
+                  </TableCell>
+                </TableRow>
+              )}
+            </TableBody>
+          </Table>
+        </TableContainer>
+
+        {/* Create Item Dialog */}
+        <Dialog open={showCreateDialog} onClose={() => this.setState({ showCreateDialog: false })} maxWidth="sm" fullWidth>
+          <DialogTitle>Neuen Buchungsposten erstellen</DialogTitle>
+          <DialogContent>
+            <Box sx={{ display: 'flex', flexDirection: 'column', gap: 2, mt: 1 }}>
+              <TextField
+                label="Betrag"
+                type="number"
+                value={newItem.umsatz_brutto}
+                onChange={(e) => this.setState({
+                  newItem: { ...newItem, umsatz_brutto: e.target.value }
+                })}
+                required
+                fullWidth
+              />
+              
+              <FormControl fullWidth>
+                <InputLabel>Soll/Haben</InputLabel>
+                <Select
+                  value={newItem.soll_haben_kz}
+                  onChange={(e) => this.setState({
+                    newItem: { ...newItem, soll_haben_kz: e.target.value }
+                  })}
+                >
+                  <MenuItem value="S">Soll (S)</MenuItem>
+                  <MenuItem value="H">Haben (H)</MenuItem>
+                </Select>
+              </FormControl>
+
+              <Box sx={{ display: 'flex', gap: 1, alignItems: 'flex-end' }}>
+                <FormControl fullWidth>
+                  <InputLabel>Konto</InputLabel>
+                  <Select
+                    value={newItem.konto}
+                    onChange={(e) => this.setState({
+                      newItem: { ...newItem, konto: e.target.value }
+                    })}
+                  >
+                    {kontos.map((konto) => (
+                      <MenuItem key={konto.id} value={konto.konto}>
+                        {konto.konto} - {konto.name}
+                      </MenuItem>
+                    ))}
+                  </Select>
+                </FormControl>
+                <Button
+                  variant="outlined"
+                  onClick={() => this.setState({ showCreateKontoDialog: true })}
+                  sx={{ minWidth: 'auto', px: 1 }}
+                >
+                  <AddIcon />
+                </Button>
+              </Box>
+
+              <FormControl fullWidth>
+                <InputLabel>BU (Steuercode)</InputLabel>
+                <Select
+                  value={newItem.bu}
+                  onChange={(e) => this.setState({
+                    newItem: { ...newItem, bu: e.target.value }
+                  })}
+                >
+                  <MenuItem value="">Kein BU</MenuItem>
+                  {bus.map((bu) => (
+                    <MenuItem key={bu.id} value={bu.bu}>
+                      {bu.bu} - {bu.name} ({bu.vst}%)
+                    </MenuItem>
+                  ))}
+                </Select>
+              </FormControl>
+
+              <TextField
+                label="Buchungstext"
+                value={newItem.buchungstext}
+                onChange={(e) => this.setState({
+                  newItem: { ...newItem, buchungstext: e.target.value }
+                })}
+                fullWidth
+                multiline
+                rows={2}
+              />
+            </Box>
+          </DialogContent>
+          <DialogActions>
+            <Button onClick={() => this.setState({ showCreateDialog: false })}>
+              Abbrechen
+            </Button>
+            <Button onClick={this.handleSaveItem} variant="contained" disabled={saving}>
+              {saving ? 'Speichern...' : 'Speichern'}
+            </Button>
+          </DialogActions>
+        </Dialog>
+
+        {/* Create Konto Dialog */}
+        <Dialog open={showCreateKontoDialog} onClose={() => this.setState({ showCreateKontoDialog: false })} maxWidth="xs" fullWidth>
+          <DialogTitle>Neues Konto erstellen</DialogTitle>
+          <DialogContent>
+            <Box sx={{ display: 'flex', flexDirection: 'column', gap: 2, mt: 1 }}>
+              <TextField
+                label="Konto-Nummer"
+                value={newKonto.konto}
+                onChange={(e) => this.setState({
+                  newKonto: { ...newKonto, konto: e.target.value }
+                })}
+                required
+                fullWidth
+              />
+              <TextField
+                label="Konto-Name"
+                value={newKonto.name}
+                onChange={(e) => this.setState({
+                  newKonto: { ...newKonto, name: e.target.value }
+                })}
+                required
+                fullWidth
+              />
+            </Box>
+          </DialogContent>
+          <DialogActions>
+            <Button onClick={() => this.setState({ showCreateKontoDialog: false })}>
+              Abbrechen
+            </Button>
+            <Button onClick={this.handleCreateKonto} variant="contained" disabled={saving}>
+              {saving ? 'Erstellen...' : 'Erstellen'}
+            </Button>
+          </DialogActions>
+        </Dialog>
+      </Box>
+    );
+  }
+}
+
+export default AccountingItemsManager;

client/src/components/CSVImportDialog.js

@@ -1,9 +1,5 @@
 import React, { Component } from 'react';
 import {
-  Dialog,
-  DialogTitle,
-  DialogContent,
-  DialogActions,
   Button,
   Typography,
   Box,
@@ -11,45 +7,149 @@ import {
   CircularProgress,
   LinearProgress,
   Chip,
+  Tabs,
+  Tab,
+  Divider,
+  Paper,
 } from '@mui/material';
 import {
   CloudUpload as UploadIcon,
   CheckCircle as SuccessIcon,
   Error as ErrorIcon,
+  Link as LinkIcon,
+  AccountBalance as AccountIcon,
+  InfoOutlined as InfoIcon,
 } from '@mui/icons-material';
 import AuthService from '../services/AuthService';
 
-class CSVImportDialog extends Component {
+const IMPORT_TYPES = {
+  BANKING: 'BANKING',
+  DATEV_LINKS: 'DATEV_LINKS',
+};
+
+class CSVImportPanel extends Component {
   constructor(props) {
     super(props);
     this.state = {
-      file: null,
-      csvData: null,
-      headers: null,
+      // common
+      activeTab: IMPORT_TYPES.BANKING,
       importing: false,
       imported: false,
       importResult: null,
       error: null,
+
+      // drag/drop visual
       dragOver: false,
+
+      // banking state
+      file: null,
+      csvData: null,
+      headers: null,
+
+      // datev links state
+      datevFile: null,
+      datevCsvData: null,
+      datevHeaders: null,
     };
     this.authService = new AuthService();
     this.fileInputRef = React.createRef();
+    this.datevFileInputRef = React.createRef();
   }
 
+  componentDidMount() {
+    // Check if we should navigate to a specific tab
+    if (this.props.targetTab) {
+      this.setState({ activeTab: this.props.targetTab });
+    }
+  }
+
+  componentDidUpdate(prevProps) {
+    // Handle targetTab changes
+    if (this.props.targetTab !== prevProps.targetTab && this.props.targetTab) {
+      this.setState({ activeTab: this.props.targetTab });
+    }
+  }
+
+  // Tab switch resets type-specific state but keeps success state as-is
+  handleTabChange = (_e, value) => {
+    this.setState({
+      activeTab: value,
+      // clear type-specific selections and errors
+      file: null,
+      csvData: null,
+      headers: null,
+      datevFile: null,
+      datevCsvData: null,
+      datevHeaders: null,
+      error: null,
+      dragOver: false,
+      // keep importing false when switching
+      importing: false,
+      // keep imported/result to show success for last action regardless of tab
+      // Alternatively, uncomment next two lines to reset success on tab change:
+      // imported: false,
+      // importResult: null,
+    });
+  };
+
+  // Generic CSV parser (semicolon with quotes)
+  parseCSV = (text) => {
+    const lines = text.split('\n').filter(line => line.trim());
+    if (lines.length < 2) {
+      throw new Error('CSV-Datei muss mindestens eine Kopfzeile und eine Datenzeile enthalten');
+    }
+    const parseCSVLine = (line) => {
+      const result = [];
+      let current = '';
+      let inQuotes = false;
+      for (let i = 0; i < line.length; i++) {
+        const char = line[i];
+        if (char === '"') {
+          inQuotes = !inQuotes;
+        } else if (char === ';' && !inQuotes) {
+          result.push(current.trim());
+          current = '';
+        } else {
+          current += char;
+        }
+      }
+      result.push(current.trim());
+      return result;
+    };
+    const headers = parseCSVLine(lines[0]);
+    const dataRows = lines.slice(1).map(line => {
+      const values = parseCSVLine(line);
+      const row = {};
+      headers.forEach((header, index) => {
+        row[header] = values[index] || '';
+      });
+      return row;
+    });
+    return { headers, dataRows };
+  };
+
+  // Banking file handlers
   handleFileSelect = (event) => {
     const file = event.target.files[0];
     if (file) {
-      this.processFile(file);
+      this.processFile(file, IMPORT_TYPES.BANKING);
+    }
+  };
+  // DATEV file handlers
+  handleDatevFileSelect = (event) => {
+    const file = event.target.files[0];
+    if (file) {
+      this.processFile(file, IMPORT_TYPES.DATEV_LINKS);
     }
   };
 
   handleDrop = (event) => {
     event.preventDefault();
     this.setState({ dragOver: false });
-    
     const file = event.dataTransfer.files[0];
     if (file) {
-      this.processFile(file);
+      // route to active tab
+      this.processFile(file, this.state.activeTab);
     }
   };
 
@@ -62,75 +162,49 @@ class CSVImportDialog extends Component {
     this.setState({ dragOver: false });
   };
 
-  processFile = (file) => {
+  processFile = (file, type) => {
     if (!file.name.toLowerCase().endsWith('.csv')) {
       this.setState({ error: 'Bitte wählen Sie eine CSV-Datei aus' });
       return;
     }
-
-    this.setState({ file, error: null, csvData: null, headers: null });
-
     const reader = new FileReader();
     reader.onload = (e) => {
       try {
         const text = e.target.result;
-        const lines = text.split('\n').filter(line => line.trim());
-        
-        if (lines.length < 2) {
-          this.setState({ error: 'CSV-Datei muss mindestens eine Kopfzeile und eine Datenzeile enthalten' });
-          return;
-        }
-
-        // Parse CSV (simple parsing - assumes semicolon separator and quoted fields)
-        const parseCSVLine = (line) => {
-          const result = [];
-          let current = '';
-          let inQuotes = false;
-          
-          for (let i = 0; i < line.length; i++) {
-            const char = line[i];
-            if (char === '"') {
-              inQuotes = !inQuotes;
-            } else if (char === ';' && !inQuotes) {
-              result.push(current.trim());
-              current = '';
-            } else {
-              current += char;
-            }
-          }
-          result.push(current.trim());
-          return result;
-        };
-
-        const headers = parseCSVLine(lines[0]);
-        const dataRows = lines.slice(1).map(line => {
-          const values = parseCSVLine(line);
-          const row = {};
-          headers.forEach((header, index) => {
-            row[header] = values[index] || '';
+        const { headers, dataRows } = this.parseCSV(text);
+        if (type === IMPORT_TYPES.BANKING) {
+          this.setState({
+            file,
+            csvData: dataRows,
+            headers,
+            error: null,
           });
-          return row;
-        });
-
-        this.setState({ 
-          csvData: dataRows, 
-          headers,
-          error: null 
-        });
-
-      } catch (error) {
-        console.error('Error parsing CSV:', error);
-        this.setState({ error: 'Fehler beim Lesen der CSV-Datei' });
+        } else {
+          this.setState({
+            datevFile: file,
+            datevCsvData: dataRows,
+            datevHeaders: headers,
+            error: null,
+          });
+        }
+      } catch (err) {
+        console.error('Error parsing CSV:', err);
+        this.setState({ error: err.message || 'Fehler beim Lesen der CSV-Datei' });
       }
     };
-
     reader.readAsText(file, 'UTF-8');
   };
 
   handleImport = async () => {
-    const { csvData, headers, file } = this.state;
-    
-    if (!csvData || csvData.length === 0) {
+    const {
+      activeTab,
+      file, csvData, headers,
+      datevFile, datevCsvData, datevHeaders,
+    } = this.state;
+
+    const isBanking = activeTab === IMPORT_TYPES.BANKING;
+    const hasData = isBanking ? (csvData && csvData.length > 0) : (datevCsvData && datevCsvData.length > 0);
+    if (!hasData) {
       this.setState({ error: 'Keine Daten zum Importieren gefunden' });
       return;
     }
@@ -138,155 +212,216 @@ class CSVImportDialog extends Component {
     this.setState({ importing: true, error: null });
 
     try {
-      const response = await this.authService.apiCall('/data/import-csv-transactions', {
-        method: 'POST',
-        body: JSON.stringify({
+      let endpoint = '';
+      let payload = {};
+      if (isBanking) {
+        endpoint = '/data/import-csv-transactions';
+        payload = {
           transactions: csvData,
           headers: headers,
           filename: file.name,
-          batchId: `import_${Date.now()}_${file.name}`
-        })
+          batchId: `import_${Date.now()}_${file.name}`,
+        };
+      } else {
+        // Placeholder endpoint for DATEV Beleglinks (adjust when backend is available)
+        endpoint = '/data/import-datev-beleglinks';
+        payload = {
+          beleglinks: datevCsvData,
+          headers: datevHeaders,
+          filename: datevFile.name,
+          batchId: `datev_${Date.now()}_${datevFile.name}`,
+        };
+      }
+
+      const response = await this.authService.apiCall(endpoint, {
+        method: 'POST',
+        body: JSON.stringify(payload),
       });
 
       if (response && response.ok) {
         const result = await response.json();
-        this.setState({ 
-          importing: false, 
-          imported: true, 
-          importResult: result 
+        this.setState({
+          importing: false,
+          imported: true,
+          importResult: result,
         });
-        
         if (this.props.onImportSuccess) {
           this.props.onImportSuccess(result);
         }
       } else {
-        const errorData = await response.json();
-        this.setState({ 
-          importing: false, 
-          error: errorData.error || 'Import fehlgeschlagen' 
+        let errorText = 'Import fehlgeschlagen';
+        try {
+          const errorData = await response.json();
+          errorText = errorData.error || errorText;
+        } catch (_) {}
+        this.setState({
+          importing: false,
+          error: errorText,
         });
       }
     } catch (error) {
       console.error('Import error:', error);
-      this.setState({ 
-        importing: false, 
-        error: 'Netzwerkfehler beim Import' 
+      this.setState({
+        importing: false,
+        error: 'Netzwerkfehler beim Import',
       });
     }
   };
 
   handleClose = () => {
     this.setState({
-      file: null,
-      csvData: null,
-      headers: null,
+      // common
       importing: false,
       imported: false,
       importResult: null,
       error: null,
+      dragOver: false,
+
+      // banking
+      file: null,
+      csvData: null,
+      headers: null,
+
+      // datev
+      datevFile: null,
+      datevCsvData: null,
+      datevHeaders: null,
     });
-    
-    if (this.props.onClose) {
-      this.props.onClose();
-    }
+  };
+
+  renderUploadPanel = ({ isBanking }) => {
+    const {
+      dragOver,
+      file, csvData, headers,
+      datevFile, datevCsvData, datevHeaders,
+    } = this.state;
+
+    const currentFile = isBanking ? file : datevFile;
+    const currentHeaders = isBanking ? headers : datevHeaders;
+    const currentData = isBanking ? csvData : datevCsvData;
+
+    const onClickPick = () => {
+      if (isBanking) {
+        this.fileInputRef.current?.click();
+      } else {
+        this.datevFileInputRef.current?.click();
+      }
+    };
+
+    return (
+      <>
+        <Box
+          sx={{
+            border: '2px dashed',
+            borderColor: dragOver ? 'primary.main' : 'grey.300',
+            borderRadius: 2,
+            p: 4,
+            textAlign: 'center',
+            bgcolor: dragOver ? 'action.hover' : 'background.paper',
+            cursor: 'pointer',
+            mb: 2,
+          }}
+          onDrop={this.handleDrop}
+          onDragOver={this.handleDragOver}
+          onDragLeave={this.handleDragLeave}
+          onClick={onClickPick}
+        >
+          <input
+            type="file"
+            accept=".csv"
+            onChange={isBanking ? this.handleFileSelect : this.handleDatevFileSelect}
+            ref={isBanking ? this.fileInputRef : this.datevFileInputRef}
+            style={{ display: 'none' }}
+          />
+
+          {isBanking ? (
+            <AccountIcon sx={{ fontSize: 48, color: 'grey.400', mb: 2 }} />
+          ) : (
+            <LinkIcon sx={{ fontSize: 48, color: 'grey.400', mb: 2 }} />
+          )}
+
+          <Typography variant="h6" gutterBottom>
+            {isBanking ? 'Bankkontoumsätze CSV hier ablegen oder klicken zum Auswählen' : 'DATEV Beleglinks CSV hier ablegen oder klicken zum Auswählen'}
+          </Typography>
+          <Typography variant="body2" color="textSecondary">
+            Unterstützte Formate: .csv (Semikolon-getrennt)
+          </Typography>
+        </Box>
+
+        {currentFile && (
+          <Box sx={{ mb: 2 }}>
+            <Typography variant="subtitle2" gutterBottom>
+              Ausgewählte Datei:
+            </Typography>
+            <Chip label={currentFile.name} color="primary" />
+          </Box>
+        )}
+
+        {currentHeaders && (
+          
+          <Box sx={{ mb: 2 }}>
+            <Typography variant="subtitle2" gutterBottom>
+              Erkannte Spalten ({currentHeaders.length}):
+            </Typography>
+            <Box sx={{ display: 'flex', flexWrap: 'wrap', gap: 0.5 }}>
+              {currentHeaders.slice(0, 10).map((header, index) => (
+                <Chip key={index} label={header} size="small" variant="outlined" />
+              ))}
+              {currentHeaders.length > 10 && (
+                <Chip label={`+${currentHeaders.length - 10} weitere`} size="small" />
+              )}
+            </Box>
+          </Box>
+        )}
+
+        {currentData && (
+          <Box sx={{ mb: 2 }}>
+            <Typography variant="subtitle2" gutterBottom>
+              {isBanking ? 'Gefundene Transaktionen' : 'Gefundene Beleglinks'}: {currentData.length}
+            </Typography>
+            <Typography variant="body2" color="textSecondary">
+              Die Daten werden validiert und in die Datenbank importiert.
+            </Typography>
+          </Box>
+        )}
+      </>
+    );
   };
 
   render() {
-    const { open } = this.props;
-    const { 
-      file, 
-      csvData, 
-      headers, 
-      importing, 
-      imported, 
-      importResult, 
-      error, 
-      dragOver 
+    const {
+      activeTab,
+      importing,
+      imported,
+      importResult,
+      error,
+      csvData,
+      datevCsvData,
     } = this.state;
 
+    const isBanking = activeTab === IMPORT_TYPES.BANKING;
+    const hasData = isBanking ? csvData : datevCsvData;
+
     return (
-      <Dialog
-        open={open}
-        onClose={!importing ? this.handleClose : undefined}
-        maxWidth="md"
-        fullWidth
-      >
-        <DialogTitle>
-          CSV Transaktionen Importieren
-        </DialogTitle>
+      <Paper sx={{ p: 3 }}>
+        <Typography variant="h5" gutterBottom>
+          CSV Import
+        </Typography>
+
+        <Tabs
+          value={activeTab}
+          onChange={this.handleTabChange}
+          variant="fullWidth"
+          sx={{ borderBottom: 1, borderColor: 'divider', mb: 3 }}
+        >
+          <Tab value={IMPORT_TYPES.BANKING} iconPosition="start" icon={<AccountIcon />} label="Banking Umsätze" />
+          <Tab value={IMPORT_TYPES.DATEV_LINKS} iconPosition="start" icon={<LinkIcon />} label="DATEV Beleglinks" />
+        </Tabs>
         
-        <DialogContent>
+        <Box>
           {!imported ? (
             <>
-              {/* File Upload Area */}
-              <Box
-                sx={{
-                  border: '2px dashed',
-                  borderColor: dragOver ? 'primary.main' : 'grey.300',
-                  borderRadius: 2,
-                  p: 4,
-                  textAlign: 'center',
-                  bgcolor: dragOver ? 'action.hover' : 'background.paper',
-                  cursor: 'pointer',
-                  mb: 2,
-                }}
-                onDrop={this.handleDrop}
-                onDragOver={this.handleDragOver}
-                onDragLeave={this.handleDragLeave}
-                onClick={() => this.fileInputRef.current?.click()}
-              >
-                <input
-                  type="file"
-                  accept=".csv"
-                  onChange={this.handleFileSelect}
-                  ref={this.fileInputRef}
-                  style={{ display: 'none' }}
-                />
-                
-                <UploadIcon sx={{ fontSize: 48, color: 'grey.400', mb: 2 }} />
-                <Typography variant="h6" gutterBottom>
-                  CSV-Datei hier ablegen oder klicken zum Auswählen
-                </Typography>
-                <Typography variant="body2" color="textSecondary">
-                  Unterstützte Formate: .csv (Semikolon-getrennt)
-                </Typography>
-              </Box>
-
-              {file && (
-                <Box sx={{ mb: 2 }}>
-                  <Typography variant="subtitle2" gutterBottom>
-                    Ausgewählte Datei:
-                  </Typography>
-                  <Chip label={file.name} color="primary" />
-                </Box>
-              )}
-
-              {headers && (
-                <Box sx={{ mb: 2 }}>
-                  <Typography variant="subtitle2" gutterBottom>
-                    Erkannte Spalten ({headers.length}):
-                  </Typography>
-                  <Box sx={{ display: 'flex', flexWrap: 'wrap', gap: 0.5 }}>
-                    {headers.slice(0, 10).map((header, index) => (
-                      <Chip key={index} label={header} size="small" variant="outlined" />
-                    ))}
-                    {headers.length > 10 && (
-                      <Chip label={`+${headers.length - 10} weitere`} size="small" />
-                    )}
-                  </Box>
-                </Box>
-              )}
-
-              {csvData && (
-                <Box sx={{ mb: 2 }}>
-                  <Typography variant="subtitle2" gutterBottom>
-                    Gefundene Transaktionen: {csvData.length}
-                  </Typography>
-                  <Typography variant="body2" color="textSecondary">
-                    Die Daten werden validiert und in die Datenbank importiert.
-                  </Typography>
-                </Box>
-              )}
+              {this.renderUploadPanel({ isBanking })}
 
               {error && (
                 <Alert severity="error" sx={{ mb: 2 }}>
@@ -298,13 +433,12 @@ class CSVImportDialog extends Component {
                 <Box sx={{ mb: 2 }}>
                   <LinearProgress />
                   <Typography variant="body2" sx={{ mt: 1, textAlign: 'center' }}>
-                    Importiere Transaktionen...
+                    {isBanking ? 'Importiere Transaktionen...' : 'Importiere DATEV Beleglinks...'}
                   </Typography>
                 </Box>
               )}
             </>
           ) : (
-            /* Import Success */
             <Box sx={{ textAlign: 'center', py: 2 }}>
               <SuccessIcon sx={{ fontSize: 64, color: 'success.main', mb: 2 }} />
               <Typography variant="h6" gutterBottom>
@@ -314,11 +448,21 @@ class CSVImportDialog extends Component {
               {importResult && (
                 <Box sx={{ mt: 2 }}>
                   <Typography variant="body1" gutterBottom>
-                    <strong>Importiert:</strong> {importResult.imported} Transaktionen
+                    <strong>Hinzugefügt:</strong> {importResult.imported} {isBanking ? 'Transaktionen' : 'Datevlinks'}
                   </Typography>
+                  {importResult.skipped > 0 && (
+                    <Typography variant="body1" color="info.main">
+                      <strong>Übersprungen:</strong> {importResult.skipped} Zeilen (bereits vorhanden, unbekanntes Format, etc.)
+                    </Typography>
+                  )}
                   {importResult.errors > 0 && (
                     <Typography variant="body1" color="warning.main">
-                      <strong>Fehler:</strong> {importResult.errors} Zeilen übersprungen
+                      <strong>Fehler:</strong> {importResult.errors} Zeilen konnten nicht verarbeitet werden.
+                    </Typography>
+                  )}
+                  {importResult.message && (
+                    <Typography variant="body2" color="textSecondary" sx={{ mt: 1 }}>
+                      {importResult.message}
                     </Typography>
                   )}
                   <Typography variant="body2" color="textSecondary" sx={{ mt: 1 }}>
@@ -328,26 +472,31 @@ class CSVImportDialog extends Component {
               )}
             </Box>
           )}
-        </DialogContent>
-
-        <DialogActions>
-          <Button onClick={this.handleClose} disabled={importing}>
-            {imported ? 'Schließen' : 'Abbrechen'}
-          </Button>
-          {!imported && csvData && (
-            <Button
-              onClick={this.handleImport}
-              variant="contained"
-              disabled={importing || !csvData}
-              startIcon={importing ? <CircularProgress size={16} /> : <UploadIcon />}
-            >
-              {importing ? 'Importiere...' : 'Importieren'}
-            </Button>
+          {!imported && hasData && (
+            <Box sx={{ mt: 3, textAlign: 'center' }}>
+              <Button
+                onClick={this.handleImport}
+                variant="contained"
+                size="large"
+                disabled={importing || !hasData}
+                startIcon={importing ? <CircularProgress size={16} /> : <UploadIcon />}
+              >
+                {importing ? 'Importiere...' : 'Importieren'}
+              </Button>
+            </Box>
           )}
-        </DialogActions>
-      </Dialog>
+
+          {imported && (
+            <Box sx={{ mt: 3, textAlign: 'center' }}>
+              <Button onClick={this.handleClose} variant="outlined" size="large">
+                Neuer Import
+              </Button>
+            </Box>
+          )}
+        </Box>
+      </Paper>
     );
   }
 }
 
-export default CSVImportDialog;
+export default CSVImportPanel;

client/src/components/DataViewer.js

@@ -165,7 +165,7 @@ class DataViewer extends Component {
           </>
         ) : (
           <Box sx={{ flex: 1, minHeight: 0, overflow: 'auto', p: 2 }}>
-            <TableManagement user={user} />
+            <TableManagement user={user} targetTab={this.props.targetTab} />
           </Box>
         )}
       </Box>

client/src/components/Login.js

@@ -9,6 +9,10 @@ class Login extends Component {
       error: null,
       loading: false,
     };
+    
+    // Flags to track FedCM attempts and success
+    this.fedcmAttempted = false;
+    this.fedcmSucceeded = false;
   }
 
   componentDidMount() {
@@ -34,11 +38,17 @@ class Login extends Component {
   initializeGoogleSignIn = () => {
     if (window.google && window.google.accounts) {
       try {
+        // Note: Removed debug logging to avoid deprecated method warnings
+        
+        console.log('REACT_APP_GOOGLE_CLIENT_ID', process.env.REACT_APP_GOOGLE_CLIENT_ID);
+        console.log('Current origin for Google auth:', window.location.origin);
+        console.log('User agent:', navigator.userAgent);
+        
         window.google.accounts.id.initialize({
-          client_id: process.env.REACT_APP_GOOGLE_CLIENT_ID || 'your_google_client_id_here',
+          client_id: process.env.REACT_APP_GOOGLE_CLIENT_ID,
           callback: this.handleGoogleResponse,
           auto_select: false,
-          cancel_on_tap_outside: true,
+          cancel_on_tap_outside: false,
         });
         console.log('✅ Google Sign-In initialized');
       } catch (error) {
@@ -48,6 +58,9 @@ class Login extends Component {
   };
 
   handleGoogleResponse = (response) => {
+    // Mark FedCM as successful if we get here
+    this.fedcmSucceeded = true;
+    
     this.setState({ loading: true, error: null });
     this.props.onLogin(response)
       .catch((error) => {
@@ -70,6 +83,11 @@ class Login extends Component {
             errorMessage = '🚫 Zugriff verweigert: Ihre E-Mail-Adresse ist nicht autorisiert. Versuchen Sie, sich mit einem anderen Google-Konto anzumelden.';
           } else if (error.message.includes('No authorized users configured')) {
             errorMessage = '🔒 Kein Zugriff: Derzeit sind keine Benutzer autorisiert. Wenden Sie sich an den Administrator.';
+          } else if (error.message.includes('Not signed in with the identity provider') ||
+              error.message.includes('NetworkError') ||
+              error.message.includes('FedCM')) {
+            // FedCM failed, offer redirect option
+            errorMessage = '🔄 Schnelle Anmeldung nicht verfügbar. Versuchen Sie die Standard-Anmeldung.';
           } else {
             // Show the actual error message from the server
             errorMessage = `❌ Anmeldefehler: ${error.message}`;
@@ -92,29 +110,105 @@ class Login extends Component {
       return;
     }
     
-    // Clear any previous error
-    this.setState({ error: null, loading: false });
+    // Clear any previous error and start loading
+    this.setState({ error: null, loading: true });
     
+    // Try FedCM first (seamless for users already signed in to Google)
+    console.log('🎯 Trying FedCM first for optimal UX...');
+    this.tryFedCMFirst();
+  };
+
+  tryFedCMFirst = () => {
     if (window.google && window.google.accounts && window.google.accounts.id) {
       try {
-        window.google.accounts.id.prompt();
-      } catch (error) {
-        console.error('Google prompt error:', error);
-        this.setState({ 
-          error: 'Google-Anmeldung konnte nicht geladen werden. Die Seite wird aktualisiert, um es erneut zu versuchen.',
-          loading: true 
+        console.log('✅ Trying FedCM for seamless sign-in...');
+        
+        // Listen for the specific FedCM errors that indicate no Google session
+        const originalConsoleError = console.error;
+        let errorIntercepted = false;
+        
+        console.error = (...args) => {
+          const errorMessage = args.join(' ');
+          if (!errorIntercepted && (
+              errorMessage.includes('Not signed in with the identity provider') ||
+              errorMessage.includes('FedCM get() rejects with NetworkError') ||
+              errorMessage.includes('Error retrieving a token')
+            )) {
+            errorIntercepted = true;
+            console.error = originalConsoleError; // Restore immediately
+            console.log('🔄 FedCM failed (user not signed in to Google), using redirect...');
+            this.redirectToGoogleOAuth();
+            return;
+          }
+          originalConsoleError.apply(console, args);
+        };
+        
+        // Try FedCM
+        window.google.accounts.id.prompt((notification) => {
+          console.log('🔍 FedCM notification:', notification);
+          console.error = originalConsoleError; // Restore console.error
+          // If we get here without error, FedCM is working
         });
-        setTimeout(() => window.location.reload(), 2000);
+        
+      } catch (error) {
+        console.error('FedCM initialization error, falling back to redirect:', error);
+        this.redirectToGoogleOAuth();
       }
     } else {
-      this.setState({ 
-        error: 'Google-Anmeldung nicht geladen. Die Seite wird aktualisiert, um es erneut zu versuchen.',
-        loading: true 
-      });
-      setTimeout(() => window.location.reload(), 2000);
+      // Google Identity Services not loaded, go straight to redirect
+      console.log('📋 GSI not loaded, using redirect flow...');
+      this.redirectToGoogleOAuth();
     }
   };
 
+  redirectToGoogleOAuth = () => {
+    try {
+      // Generate a random state parameter for security
+      const state = this.generateRandomString(32);
+      sessionStorage.setItem('oauth_state', state);
+      
+      // Build the Google OAuth2 authorization URL
+      const params = new URLSearchParams({
+        client_id: process.env.REACT_APP_GOOGLE_CLIENT_ID,
+        redirect_uri: window.location.origin + '/auth/callback',
+        response_type: 'code',
+        scope: 'openid email profile',
+        state: state,
+        access_type: 'online',
+        prompt: 'select_account'
+      });
+      
+      const authUrl = `https://accounts.google.com/o/oauth2/v2/auth?${params.toString()}`;
+      
+      console.log('🔗 Redirecting to Google OAuth:', authUrl);
+      
+      // Redirect to Google OAuth
+      window.location.href = authUrl;
+      
+    } catch (error) {
+      console.error('Redirect OAuth error:', error);
+      this.setState({ 
+        error: 'Google-Anmeldung konnte nicht gestartet werden.',
+        loading: false 
+      });
+    }
+  };
+
+  generateRandomString = (length) => {
+    const chars = 'ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789';
+    let result = '';
+    for (let i = 0; i < length; i++) {
+      result += chars.charAt(Math.floor(Math.random() * chars.length));
+    }
+    return result;
+  };
+
+  handleUseRedirect = () => {
+    console.log('🔄 User chose redirect flow');
+    this.setState({ error: null, loading: true });
+    this.redirectToGoogleOAuth();
+  };
+
 
 
 
@@ -157,6 +251,20 @@ class Login extends Component {
             {loading ? 'Anmeldung läuft...' : 'Mit Google anmelden'}
           </Button>
 
+          {error && error.includes('Standard-Anmeldung') && (
+            <Button
+              fullWidth
+              variant="outlined"
+              size="large"
+              startIcon={<GoogleIcon />}
+              onClick={this.handleUseRedirect}
+              disabled={loading}
+              sx={{ py: 1.5, mt: 2 }}
+            >
+              Standard Google-Anmeldung verwenden
+            </Button>
+          )}
+
 
 
           <Typography variant="caption" display="block" textAlign="center" sx={{ mt: 2 }}>

client/src/components/OAuthCallback.js

@@ -0,0 +1,133 @@
+import React, { Component } from 'react';
+import { Box, CircularProgress, Typography, Alert } from '@mui/material';
+
+class OAuthCallback extends Component {
+  constructor(props) {
+    super(props);
+    this.state = {
+      loading: true,
+      error: null,
+    };
+  }
+
+  componentDidMount() {
+    this.handleOAuthCallback();
+  }
+
+  handleOAuthCallback = async () => {
+    try {
+      const urlParams = new URLSearchParams(window.location.search);
+      const code = urlParams.get('code');
+      const state = urlParams.get('state');
+      const error = urlParams.get('error');
+
+      // Check for OAuth errors
+      if (error) {
+        throw new Error(`OAuth error: ${error}`);
+      }
+
+      // Verify state parameter for security
+      const storedState = sessionStorage.getItem('oauth_state');
+      if (!state || state !== storedState) {
+        throw new Error('Invalid state parameter - possible CSRF attack');
+      }
+
+      // Clear stored state
+      sessionStorage.removeItem('oauth_state');
+
+      if (!code) {
+        throw new Error('No authorization code received');
+      }
+
+      console.log('🔑 Authorization code received, exchanging for tokens...');
+
+      // Exchange authorization code for tokens via our backend
+      const response = await fetch('/api/auth/google/callback', {
+        method: 'POST',
+        headers: {
+          'Content-Type': 'application/json',
+        },
+        body: JSON.stringify({
+          code: code,
+          redirect_uri: window.location.origin + '/auth/callback'
+        }),
+      });
+
+      if (!response.ok) {
+        const errorData = await response.json().catch(() => ({}));
+        throw new Error(errorData.message || `HTTP ${response.status}: ${response.statusText}`);
+      }
+
+      const data = await response.json();
+
+      if (data.success && data.token) {
+        console.log('✅ OAuth callback successful');
+        
+        // Store the JWT token
+        localStorage.setItem('token', data.token);
+        
+        // Redirect to main app
+        window.location.href = '/';
+      } else {
+        throw new Error(data.message || 'Authentication failed');
+      }
+
+    } catch (error) {
+      console.error('OAuth callback error:', error);
+      this.setState({
+        loading: false,
+        error: error.message || 'Authentication failed'
+      });
+    }
+  };
+
+  render() {
+    const { loading, error } = this.state;
+
+    if (error) {
+      return (
+        <Box
+          display="flex"
+          justifyContent="center"
+          alignItems="center"
+          minHeight="60vh"
+          flexDirection="column"
+        >
+          <Alert severity="error" sx={{ mb: 2, maxWidth: 400 }}>
+            <Typography variant="h6" gutterBottom>
+              Anmeldung fehlgeschlagen
+            </Typography>
+            <Typography variant="body2">
+              {error}
+            </Typography>
+          </Alert>
+          <Typography variant="body2" color="textSecondary">
+            <a href="/" style={{ color: 'inherit' }}>
+              Zurück zur Anmeldung
+            </a>
+          </Typography>
+        </Box>
+      );
+    }
+
+    return (
+      <Box
+        display="flex"
+        justifyContent="center"
+        alignItems="center"
+        minHeight="60vh"
+        flexDirection="column"
+      >
+        <CircularProgress size={60} sx={{ mb: 2 }} />
+        <Typography variant="h6" gutterBottom>
+          Anmeldung wird verarbeitet...
+        </Typography>
+        <Typography variant="body2" color="textSecondary">
+          Sie werden automatisch weitergeleitet.
+        </Typography>
+      </Box>
+    );
+  }
+}
+
+export default OAuthCallback;

client/src/components/TableManagement.js

@@ -15,7 +15,7 @@ import {
 import KreditorTable from './admin/KreditorTable';
 import KontoTable from './admin/KontoTable';
 import BUTable from './admin/BUTable';
-import CSVImportDialog from './CSVImportDialog';
+import CSVImportPanel from './CSVImportDialog';
 
 class TableManagement extends Component {
   constructor(props) {
@@ -26,6 +26,21 @@ class TableManagement extends Component {
     };
   }
 
+  componentDidMount() {
+    // Check if we should navigate to a specific tab
+    if (this.props.targetTab?.level1 !== undefined) {
+      this.setState({ activeTab: this.props.targetTab.level1 });
+    }
+  }
+
+  componentDidUpdate(prevProps) {
+    // Handle targetTab changes
+    if (this.props.targetTab?.level1 !== prevProps.targetTab?.level1 && 
+        this.props.targetTab?.level1 !== undefined) {
+      this.setState({ activeTab: this.props.targetTab.level1 });
+    }
+  }
+
   handleTabChange = (event, newValue) => {
     this.setState({ activeTab: newValue });
   };
@@ -90,10 +105,9 @@ class TableManagement extends Component {
                 <Typography variant="body2" color="text.secondary" paragraph>
                   Hier können Sie CSV-Dateien von Ihrer Bank importieren. Die Daten werden in die Datenbank gespeichert und können dann Banking-Konten zugeordnet werden.
                 </Typography>
-                <CSVImportDialog 
-                  open={true}
-                  onClose={() => {}} // Always open in this tab
+                <CSVImportPanel 
                   user={user}
+                  targetTab={this.props.targetTab?.level2}
                 />
               </Box>
             )}

client/src/components/cellRenderers/DocumentRenderer.js

@@ -29,6 +29,7 @@ import {
 import { AgGridReact } from 'ag-grid-react';
 import KreditorSelector from '../KreditorSelector';
 import BankingKreditorSelector from '../BankingKreditorSelector';
+import AccountingItemsManager from '../AccountingItemsManager';
 
 const DocumentRenderer = (params) => {
   // Check for pdfs and links regardless of transaction source
@@ -466,30 +467,27 @@ const DocumentRenderer = (params) => {
           )}
           
           {tabValue === 1 && (
-            <Box sx={{ p: 2, height: 500 }}>
-              {lineItems.length > 0 ? (
-                <div style={{ height: '100%', width: '100%' }}>
-                  <AgGridReact
-                    columnDefs={columnDefs}
-                    rowData={lineItems}
-                    defaultColDef={defaultColDef}
-                    suppressRowTransform={true}
-                    rowHeight={50}
-                    headerHeight={35}
-                    domLayout="normal"
-                  />
-                </div>
-              ) : (
-                <Box sx={{ textAlign: 'center', py: 4 }}>
-                  <Typography variant="h6" color="textSecondary" gutterBottom>
-                    Keine Buchungsdaten verfügbar
-                  </Typography>
-                  <Typography variant="body2" color="textSecondary">
-                    {hasDocuments 
-                      ? 'In den vorhandenen Dokumenten wurden keine Buchungsdaten gefunden.'
-                      : 'Keine Dokumente vorhanden, daher keine Buchungsdaten verfügbar.'
-                    }
+            <Box sx={{ p: 2 }}>
+              {/* Accounting Items Manager */}
+              <AccountingItemsManager transaction={params.data} />
+              
+              {/* Document Line Items (if any) */}
+              {lineItems.length > 0 && (
+                <Box sx={{ mt: 3 }}>
+                  <Typography variant="h6" gutterBottom>
+                    Erkannte Positionen aus Dokumenten
                   </Typography>
+                  <div style={{ height: '300px', width: '100%' }}>
+                    <AgGridReact
+                      columnDefs={columnDefs}
+                      rowData={lineItems}
+                      defaultColDef={defaultColDef}
+                      suppressRowTransform={true}
+                      rowHeight={50}
+                      headerHeight={35}
+                      domLayout="normal"
+                    />
+                  </div>
                 </Box>
               )}
             </Box>

docker-compose.dev.yml

@@ -1,56 +0,0 @@
-version: '3.8'
-
-services:
-  nginx:
-    image: nginx:alpine
-    ports:
-      - "80:80"
-    volumes:
-      - ./nginx.dev.conf:/etc/nginx/conf.d/default.conf
-      - ./logs/nginx:/var/log/nginx
-    depends_on:
-      - frontend
-      - backend
-    restart: unless-stopped
-    networks:
-      - fibdash-network
-
-  frontend:
-    build:
-      context: .
-      dockerfile: Dockerfile.dev.frontend
-    ports:
-      - "5001:5001"
-    volumes:
-      - ./client:/app/client
-      - /app/node_modules
-    environment:
-      - NODE_ENV=development
-      - CHOKIDAR_USEPOLLING=true
-    networks:
-      - fibdash-network
-    command: npm run dev:frontend
-
-  backend:
-    build:
-      context: .
-      dockerfile: Dockerfile.dev.backend
-    ports:
-      - "5000:5000"
-    volumes:
-      - ./src:/app/src
-      - /app/node_modules
-    environment:
-      - NODE_ENV=development
-    env_file:
-      - .env
-    networks:
-      - fibdash-network
-    command: npm run dev:backend
-
-networks:
-  fibdash-network:
-    driver: bridge
-
-volumes:
-  node_modules: 

package-lock.json

@@ -21,6 +21,8 @@
         "google-auth-library": "^9.0.0",
         "jsonwebtoken": "^9.0.0",
         "mssql": "^9.1.0",
+        "nodemailer": "^7.0.5",
+        "openai": "^5.12.0",
         "react": "^18.2.0",
         "react-dom": "^18.2.0"
       },
@@ -7142,6 +7144,15 @@
       "dev": true,
       "license": "MIT"
     },
+    "node_modules/nodemailer": {
+      "version": "7.0.5",
+      "resolved": "https://registry.npmjs.org/nodemailer/-/nodemailer-7.0.5.tgz",
+      "integrity": "sha512-nsrh2lO3j4GkLLXoeEksAMgAOqxOv6QumNRVQTJwKH4nuiww6iC2y7GyANs9kRAxCexg3+lTWM3PZ91iLlVjfg==",
+      "license": "MIT-0",
+      "engines": {
+        "node": ">=6.0.0"
+      }
+    },
     "node_modules/nodemon": {
       "version": "3.1.10",
       "resolved": "https://registry.npmjs.org/nodemon/-/nodemon-3.1.10.tgz",
@@ -7365,6 +7376,27 @@
         "url": "https://github.com/sponsors/sindresorhus"
       }
     },
+    "node_modules/openai": {
+      "version": "5.12.0",
+      "resolved": "https://registry.npmjs.org/openai/-/openai-5.12.0.tgz",
+      "integrity": "sha512-vUdt02xiWgOHiYUmW0Hj1Qu9OKAiVQu5Bd547ktVCiMKC1BkB5L3ImeEnCyq3WpRKR6ZTaPgekzqdozwdPs7Lg==",
+      "license": "Apache-2.0",
+      "bin": {
+        "openai": "bin/cli"
+      },
+      "peerDependencies": {
+        "ws": "^8.18.0",
+        "zod": "^3.23.8"
+      },
+      "peerDependenciesMeta": {
+        "ws": {
+          "optional": true
+        },
+        "zod": {
+          "optional": true
+        }
+      }
+    },
     "node_modules/own-keys": {
       "version": "1.0.1",
       "resolved": "https://registry.npmjs.org/own-keys/-/own-keys-1.0.1.tgz",
@@ -9827,7 +9859,7 @@
       "version": "8.18.3",
       "resolved": "https://registry.npmjs.org/ws/-/ws-8.18.3.tgz",
       "integrity": "sha512-PEIGCY5tSlUt50cqyMXfCzX+oOPqN0vuGqWzbcJ2xvnkzkq46oOpz7dQaTDBdfICb4N14+GARUDw2XV2N4tvzg==",
-      "dev": true,
+      "devOptional": true,
       "license": "MIT",
       "engines": {
         "node": ">=10.0.0"

package.json

@@ -6,7 +6,7 @@
   "scripts": {
     "dev": "concurrently \"npm run dev:frontend\" \"npm run dev:backend\"",
     "dev:frontend": "webpack serve --mode development --config webpack.config.js",
-    "dev:backend": "nodemon src/index.js",
+    "dev:backend": "nodemon --exitcrash src/index.js",
     "build": "webpack --config webpack.prod.config.js",
     "build:prod": "npm run build && npm run start:prod",
     "start": "npm run build && node src/index.js",
@@ -32,6 +32,8 @@
     "google-auth-library": "^9.0.0",
     "jsonwebtoken": "^9.0.0",
     "mssql": "^9.1.0",
+    "nodemailer": "^7.0.5",
+    "openai": "^5.12.0",
     "react": "^18.2.0",
     "react-dom": "^18.2.0"
   },

src/config/database.js

@@ -73,10 +73,42 @@ const executeQuery = async (query, params = {}) => {
   }
 };
 
+const executeTransaction = async (callback) => {
+  if (!process.env.DB_SERVER) {
+    throw new Error('Database not configured');
+  }
+  
+  let pool;
+  let transaction;
+  
+  try {
+    pool = await getPool();
+    transaction = new sql.Transaction(pool);
+    
+    await transaction.begin();
+    
+    const result = await callback(transaction);
+    
+    await transaction.commit();
+    return result;
+  } catch (error) {
+    if (transaction) {
+      try {
+        await transaction.rollback();
+      } catch (rollbackError) {
+        console.error('Transaction rollback failed:', rollbackError);
+      }
+    }
+    console.error('Transaction error:', error);
+    throw error;
+  }
+};
+
 module.exports = {
   config,
   getPool,
   testConnection,
   executeQuery,
+  executeTransaction,
   sql,
 }; 

src/index.js

@@ -10,7 +10,7 @@ const dataRoutes = require('./routes/data');
 const dbConfig = require('./config/database');
 
 const app = express();
-const PORT = process.env.PORT || 5000;
+const PORT = process.env.PORT || 5500;
 
 // Middleware
 app.use(cors());

src/routes/auth.js

@@ -76,6 +76,98 @@ router.post('/google', async (req, res) => {
   }
 });
 
+// Google OAuth callback (redirect flow)
+router.post('/google/callback', async (req, res) => {
+  try {
+    const { code, redirect_uri } = req.body;
+
+    console.log('🔄 Processing OAuth callback with authorization code');
+
+    if (!code) {
+      console.log('❌ No authorization code provided');
+      return res.status(400).json({ error: 'Authorization code is required' });
+    }
+
+    // Exchange authorization code for tokens
+    const tokenResponse = await fetch('https://oauth2.googleapis.com/token', {
+      method: 'POST',
+      headers: {
+        'Content-Type': 'application/x-www-form-urlencoded',
+      },
+      body: new URLSearchParams({
+        client_id: process.env.GOOGLE_CLIENT_ID,
+        client_secret: process.env.GOOGLE_CLIENT_SECRET,
+        code: code,
+        grant_type: 'authorization_code',
+        redirect_uri: redirect_uri,
+      }),
+    });
+
+    if (!tokenResponse.ok) {
+      const errorData = await tokenResponse.text();
+      console.log('❌ Token exchange failed:', errorData);
+      return res.status(400).json({ error: 'Failed to exchange authorization code' });
+    }
+
+    const tokens = await tokenResponse.json();
+    console.log('🎯 Received tokens from Google');
+
+    // Use the ID token to get user info
+    const ticket = await client.verifyIdToken({
+      idToken: tokens.id_token,
+      audience: process.env.GOOGLE_CLIENT_ID,
+    });
+
+    const payload = ticket.getPayload();
+    const googleId = payload['sub'];
+    const email = payload['email'];
+    const name = payload['name'];
+    const picture = payload['picture'];
+
+    console.log(`👤 OAuth callback verified for: ${email}`);
+
+    // Check if email is authorized
+    const authorized = await isEmailAuthorized(email);
+    console.log(`🔒 Email authorization check for ${email}: ${authorized ? 'ALLOWED' : 'DENIED'}`);
+    
+    if (!authorized) {
+      console.log(`❌ Access denied for ${email}`);
+      return res.status(403).json({ 
+        error: 'Access denied',
+        message: 'Your email address is not authorized to access this application'
+      });
+    }
+
+    // Create user object
+    const user = {
+      id: googleId,
+      email,
+      name,
+      picture,
+      google_id: googleId,
+    };
+    console.log('✅ User object created from OAuth callback');
+
+    // Generate JWT token
+    const jwtToken = generateToken(user);
+
+    res.json({
+      success: true,
+      token: jwtToken,
+      user: {
+        id: user.id,
+        email: user.email,
+        name: user.name,
+        picture: user.picture,
+      },
+    });
+
+  } catch (error) {
+    console.error('OAuth callback error:', error);
+    res.status(401).json({ error: 'OAuth authentication failed' });
+  }
+});
+
 // Verify JWT token
 router.get('/verify', authenticateToken, async (req, res) => {
   try {

src/routes/data/accountingItems.js

@@ -0,0 +1,273 @@
+const express = require('express');
+const { authenticateToken } = require('../../middleware/auth');
+
+const router = express.Router();
+
+// Debug: Get JTL Kontierung data for a specific JTL Umsatz (by kZahlungsabgleichUmsatz)
+router.get('/jtl-kontierung/:jtlId', authenticateToken, async (req, res) => {
+  try {
+    const { executeQuery } = require('../../config/database');
+    const { jtlId } = req.params;
+
+    const query = `
+      SELECT
+        uk.data
+      FROM eazybusiness.dbo.tZahlungsabgleichUmsatz z
+      LEFT JOIN eazybusiness.dbo.tUmsatzKontierung uk
+        ON uk.kZahlungsabgleichUmsatz = z.kZahlungsabgleichUmsatz
+      WHERE z.kZahlungsabgleichUmsatz = @jtlId
+    `;
+
+    const result = await executeQuery(query, { jtlId: parseInt(jtlId, 10) });
+    // Return undefined when no data found (do not lie with empty array/string)
+    if (!result.recordset || result.recordset.length === 0) {
+      return res.json({ data: undefined });
+    }
+
+    // If multiple rows exist, return all; otherwise single object
+    const rows = result.recordset.map(r => ({ data: r.data }));
+    if (rows.length === 1) {
+      return res.json(rows[0]);
+    }
+    return res.json(rows);
+  } catch (error) {
+    console.error('Error fetching JTL Kontierung data:', error);
+    res.status(500).json({ error: 'Failed to fetch JTL Kontierung data' });
+  }
+});
+
+// Get accounting items for a specific transaction
+router.get('/accounting-items/:transactionId', authenticateToken, async (req, res) => {
+  try {
+    const { executeQuery } = require('../../config/database');
+    const { transactionId } = req.params;
+    
+    // Try both numeric and string format (similar to banking transactions)
+    let query, params;
+    const numericId = parseInt(transactionId, 10);
+    
+    if (!isNaN(numericId) && numericId.toString() === transactionId) {
+      // It's a numeric ID - check transaction_id column
+      query = `
+        SELECT 
+          ai.*,
+          k.name as konto_name,
+          bu.name as bu_name,
+          bu.vst as bu_vst
+        FROM fibdash.AccountingItems ai
+        LEFT JOIN fibdash.Konto k ON ai.konto = k.konto
+        LEFT JOIN fibdash.BU bu ON ai.bu = bu.bu
+        WHERE ai.transaction_id = @transactionId
+        ORDER BY ai.id
+      `;
+      params = { transactionId: numericId };
+    } else {
+      // It's a string ID - check csv_transaction_id column
+      query = `
+        SELECT 
+          ai.*,
+          k.name as konto_name,
+          bu.name as bu_name,
+          bu.vst as bu_vst
+        FROM fibdash.AccountingItems ai
+        LEFT JOIN fibdash.Konto k ON ai.konto = k.konto
+        LEFT JOIN fibdash.BU bu ON ai.bu = bu.bu
+        WHERE ai.csv_transaction_id = @transactionId
+        ORDER BY ai.id
+      `;
+      params = { transactionId };
+    }
+    
+    const result = await executeQuery(query, params);
+    res.json(result.recordset);
+  } catch (error) {
+    console.error('Error fetching accounting items:', error);
+    res.status(500).json({ error: 'Failed to fetch accounting items' });
+  }
+});
+
+// Create accounting item for a transaction
+router.post('/accounting-items', authenticateToken, async (req, res) => {
+  try {
+    const { executeQuery } = require('../../config/database');
+    const { 
+      transaction_id, 
+      csv_transaction_id, 
+      umsatz_brutto, 
+      soll_haben_kz, 
+      konto, 
+      bu, 
+      buchungsdatum, 
+      rechnungsnummer, 
+      buchungstext 
+    } = req.body;
+    
+    if ((!transaction_id && !csv_transaction_id) || !umsatz_brutto || !soll_haben_kz || !konto || !buchungsdatum) {
+      return res.status(400).json({ 
+        error: 'Transaction ID, amount, debit/credit indicator, account, and booking date are required' 
+      });
+    }
+    
+    let insertQuery, queryParams;
+    
+    if (csv_transaction_id) {
+      // For CSV transactions, use placeholder transaction_id
+      insertQuery = `
+        INSERT INTO fibdash.AccountingItems 
+        (transaction_id, csv_transaction_id, umsatz_brutto, soll_haben_kz, konto, gegenkonto, bu, buchungsdatum, rechnungsnummer, buchungstext)
+        OUTPUT INSERTED.*
+        VALUES (-1, @csv_transaction_id, @umsatz_brutto, @soll_haben_kz, @konto, '', @bu, @buchungsdatum, @rechnungsnummer, @buchungstext)
+      `;
+      queryParams = {
+        csv_transaction_id,
+        umsatz_brutto,
+        soll_haben_kz,
+        konto,
+        bu: bu || null,
+        buchungsdatum,
+        rechnungsnummer: rechnungsnummer || null,
+        buchungstext: buchungstext || null
+      };
+    } else {
+      // For regular transactions
+      insertQuery = `
+        INSERT INTO fibdash.AccountingItems 
+        (transaction_id, csv_transaction_id, umsatz_brutto, soll_haben_kz, konto, gegenkonto, bu, buchungsdatum, rechnungsnummer, buchungstext)
+        OUTPUT INSERTED.*
+        VALUES (@transaction_id, NULL, @umsatz_brutto, @soll_haben_kz, @konto, '', @bu, @buchungsdatum, @rechnungsnummer, @buchungstext)
+      `;
+      queryParams = {
+        transaction_id,
+        umsatz_brutto,
+        soll_haben_kz,
+        konto,
+        bu: bu || null,
+        buchungsdatum,
+        rechnungsnummer: rechnungsnummer || null,
+        buchungstext: buchungstext || null
+      };
+    }
+    
+    const result = await executeQuery(insertQuery, queryParams);
+    res.status(201).json(result.recordset[0]);
+  } catch (error) {
+    console.error('Error creating accounting item:', error);
+    res.status(500).json({ error: 'Failed to create accounting item' });
+  }
+});
+
+// Update accounting item
+router.put('/accounting-items/:id', authenticateToken, async (req, res) => {
+  try {
+    const { executeQuery } = require('../../config/database');
+    const { id } = req.params;
+    const { umsatz_brutto, soll_haben_kz, konto, bu, rechnungsnummer, buchungstext } = req.body;
+    
+    if (!umsatz_brutto || !soll_haben_kz || !konto) {
+      return res.status(400).json({ error: 'Amount, debit/credit indicator, and account are required' });
+    }
+    
+    const updateQuery = `
+      UPDATE fibdash.AccountingItems 
+      SET umsatz_brutto = @umsatz_brutto,
+          soll_haben_kz = @soll_haben_kz,
+          konto = @konto,
+          bu = @bu,
+          rechnungsnummer = @rechnungsnummer,
+          buchungstext = @buchungstext
+      OUTPUT INSERTED.*
+      WHERE id = @id
+    `;
+    
+    const result = await executeQuery(updateQuery, {
+      umsatz_brutto,
+      soll_haben_kz,
+      konto,
+      bu: bu || null,
+      rechnungsnummer: rechnungsnummer || null,
+      buchungstext: buchungstext || null,
+      id: parseInt(id, 10)
+    });
+    
+    if (result.recordset.length === 0) {
+      return res.status(404).json({ error: 'Accounting item not found' });
+    }
+    
+    res.json(result.recordset[0]);
+  } catch (error) {
+    console.error('Error updating accounting item:', error);
+    res.status(500).json({ error: 'Failed to update accounting item' });
+  }
+});
+
+// Delete accounting item
+router.delete('/accounting-items/:id', authenticateToken, async (req, res) => {
+  try {
+    const { executeQuery } = require('../../config/database');
+    const { id } = req.params;
+    
+    const deleteQuery = `DELETE FROM fibdash.AccountingItems WHERE id = @id`;
+    await executeQuery(deleteQuery, { id: parseInt(id, 10) });
+    
+    res.json({ message: 'Accounting item deleted successfully' });
+  } catch (error) {
+    console.error('Error deleting accounting item:', error);
+    res.status(500).json({ error: 'Failed to delete accounting item' });
+  }
+});
+
+// Get all Konto options
+router.get('/kontos', authenticateToken, async (req, res) => {
+  try {
+    const { executeQuery } = require('../../config/database');
+    
+    const query = `SELECT * FROM fibdash.Konto ORDER BY konto`;
+    const result = await executeQuery(query);
+    
+    res.json(result.recordset);
+  } catch (error) {
+    console.error('Error fetching kontos:', error);
+    res.status(500).json({ error: 'Failed to fetch kontos' });
+  }
+});
+
+// Create new Konto
+router.post('/kontos', authenticateToken, async (req, res) => {
+  try {
+    const { executeQuery } = require('../../config/database');
+    const { konto, name } = req.body;
+    
+    if (!konto || !name) {
+      return res.status(400).json({ error: 'Konto and name are required' });
+    }
+    
+    const insertQuery = `
+      INSERT INTO fibdash.Konto (konto, name)
+      OUTPUT INSERTED.*
+      VALUES (@konto, @name)
+    `;
+    
+    const result = await executeQuery(insertQuery, { konto, name });
+    res.status(201).json(result.recordset[0]);
+  } catch (error) {
+    console.error('Error creating konto:', error);
+    res.status(500).json({ error: 'Failed to create konto' });
+  }
+});
+
+// Get all BU options
+router.get('/bus', authenticateToken, async (req, res) => {
+  try {
+    const { executeQuery } = require('../../config/database');
+    
+    const query = `SELECT * FROM fibdash.BU ORDER BY bu`;
+    const result = await executeQuery(query);
+    
+    res.json(result.recordset);
+  } catch (error) {
+    console.error('Error fetching BUs:', error);
+    res.status(500).json({ error: 'Failed to fetch BUs' });
+  }
+});
+
+module.exports = router;

src/routes/data/csvImport.js

@@ -71,6 +71,37 @@ router.post('/test-csv-import', async (req, res) => {
           numericAmount = parseFloat(normalizedAmount) || 0;
         }
         
+        // Check for existing transaction to prevent duplicates
+        const duplicateCheckQuery = `
+          SELECT COUNT(*) as count FROM fibdash.CSVTransactions 
+          WHERE buchungstag = @buchungstag 
+            AND wertstellung = @wertstellung 
+            AND umsatzart = @umsatzart 
+            AND betrag = @betrag 
+            AND beguenstigter_zahlungspflichtiger = @beguenstigter_zahlungspflichtiger 
+            AND verwendungszweck = @verwendungszweck
+        `;
+        
+        const duplicateCheckResult = await executeQuery(duplicateCheckQuery, {
+          buchungstag: transaction['Buchungstag'] || null,
+          wertstellung: transaction['Valutadatum'] || null,
+          umsatzart: transaction['Buchungstext'] || null,
+          betrag: numericAmount,
+          beguenstigter_zahlungspflichtiger: transaction['Beguenstigter/Zahlungspflichtiger'] || null,
+          verwendungszweck: transaction['Verwendungszweck'] || null
+        });
+        
+        if (duplicateCheckResult.recordset[0].count > 0) {
+          console.log(`Skipping duplicate transaction at row ${i + 1}: ${transaction['Buchungstag']} - ${numericAmount}`);
+          errors.push({
+            row: i + 1,
+            error: 'Duplicate transaction (already exists in database)',
+            transaction: transaction
+          });
+          errorCount++;
+          continue;
+        }
+        
         const insertQuery = `
           INSERT INTO fibdash.CSVTransactions
           (buchungstag, wertstellung, umsatzart, betrag, betrag_original, waehrung,
@@ -129,6 +160,7 @@ router.post('/test-csv-import', async (req, res) => {
 
 // Import CSV transactions to database
 router.post('/import-csv-transactions', authenticateToken, async (req, res) => {
+  console.log('Importing CSV transactions');
   try {
     const { executeQuery } = require('../../config/database');
     const { transactions, filename, batchId, headers } = req.body;
@@ -180,6 +212,7 @@ router.post('/import-csv-transactions', authenticateToken, async (req, res) => {
     let successCount = 0;
     let errorCount = 0;
     const errors = [];
+    console.log('precheck done');
     
     for (let i = 0; i < transactions.length; i++) {
       const transaction = transactions[i];
@@ -195,9 +228,6 @@ router.post('/import-csv-transactions', authenticateToken, async (req, res) => {
           validationErrors.push('Betrag is required');
         }
         
-        if (!transaction['Beguenstigter/Zahlungspflichtiger'] || transaction['Beguenstigter/Zahlungspflichtiger'].trim() === '') {
-          validationErrors.push('Beguenstigter/Zahlungspflichtiger is required');
-        }
         
         if (validationErrors.length > 2) {
           console.log('Skipping invalid row ' + (i + 1) + ':', validationErrors);
@@ -247,6 +277,37 @@ router.post('/import-csv-transactions', authenticateToken, async (req, res) => {
           numericAmount = parseFloat(normalizedAmount) || 0;
         }
         
+        // Check for existing transaction to prevent duplicates
+        const duplicateCheckQuery = `
+          SELECT COUNT(*) as count FROM fibdash.CSVTransactions 
+          WHERE buchungstag = @buchungstag 
+            AND wertstellung = @wertstellung 
+            AND umsatzart = @umsatzart 
+            AND betrag = @betrag 
+            AND beguenstigter_zahlungspflichtiger = @beguenstigter_zahlungspflichtiger 
+            AND verwendungszweck = @verwendungszweck
+        `;
+        
+        const duplicateCheckResult = await executeQuery(duplicateCheckQuery, {
+          buchungstag: transaction['Buchungstag'] || null,
+          wertstellung: transaction['Valutadatum'] || null,
+          umsatzart: transaction['Buchungstext'] || null,
+          betrag: numericAmount,
+          beguenstigter_zahlungspflichtiger: transaction['Beguenstigter/Zahlungspflichtiger'] || null,
+          verwendungszweck: transaction['Verwendungszweck'] || null
+        });
+        
+        if (duplicateCheckResult.recordset[0].count > 0) {
+          console.log(`Skipping duplicate transaction at row ${i + 1}: ${transaction['Buchungstag']} - ${numericAmount}`);
+          errors.push({
+            row: i + 1,
+            error: 'Duplicate transaction (already exists in database)',
+            transaction: transaction
+          });
+          errorCount++;
+          continue;
+        }
+        
         const insertQuery = `
           INSERT INTO fibdash.CSVTransactions
           (buchungstag, wertstellung, umsatzart, betrag, betrag_original, waehrung,
@@ -287,6 +348,8 @@ router.post('/import-csv-transactions', authenticateToken, async (req, res) => {
         errorCount++;
       }
     }
+
+    console.log('import done',errors);
     
     res.json({
       success: true,
@@ -370,4 +433,203 @@ router.get('/csv-import-batches', authenticateToken, async (req, res) => {
   }
 });
 
+// Import DATEV Beleglinks to database
+router.post('/import-datev-beleglinks', authenticateToken, async (req, res) => {
+  try {
+    const { executeQuery } = require('../../config/database');
+    const { beleglinks, filename, batchId, headers } = req.body;
+    
+    if (!beleglinks || !Array.isArray(beleglinks)) {
+      return res.status(400).json({ error: 'Beleglinks array is required' });
+    }
+    
+    // Expected DATEV CSV headers from the example
+    const expectedHeaders = [
+      'Belegart', 'Geschäftspartner-Name', 'Geschäftspartner-Konto', 'Rechnungsbetrag', 'WKZ',
+      'Rechnungs-Nr.', 'Interne Re.-Nr.', 'Rechnungsdatum', 'BU', 'Konto', 'Konto-Bezeichnung',
+      'Ware/Leistung', 'Zahlungszuordnung', 'Kontoumsatzzuordnung', 'Gebucht', 'Festgeschrieben',
+      'Kopie', 'Eingangsdatum', 'Bezahlt', 'BezahltAm', 'Geschäftspartner-Ort', 'Skonto-Betrag 1',
+      'Fällig mit Skonto 1', 'Skonto 1 in %', 'Skonto-Betrag 2', 'Fällig mit Skonto 2',
+      'Skonto 2 in %', 'Fällig ohne Skonto', 'Steuer in %', 'USt-IdNr.', 'Kunden-Nr.',
+      'KOST 1', 'KOST 2', 'KOST-Menge', 'Kurs', 'Nachricht', 'Freier Text', 'IBAN', 'BIC',
+      'Bankkonto-Nr.', 'BLZ', 'Notiz', 'Land', 'Personalnummer', 'Nachname', 'Vorname',
+      'Belegkategorie', 'Bezeichnung', 'Abrechnungsmonat', 'Gültig bis', 'Prüfungsrelevant',
+      'Ablageort', 'Belegtyp', 'Herkunft', 'Leistungsdatum', 'Buchungstext', 'Beleg-ID',
+      'Zahlungsbedingung', 'Geheftet', 'Gegenkonto', 'keine Überweisung/Lastschrift erstellen',
+      'Aufgeteilt', 'Bereitgestellt', 'Freigegeben', 'FreigegebenAm', 'Erweiterte Belegdaten fehlen',
+      'Periode fehlt', 'Rechnungsdaten beim Import fehlen'
+    ];
+    
+    if (beleglinks.length === 0) {
+      return res.status(400).json({ error: 'No beleglink data found' });
+    }
+    
+    const importBatchId = batchId || 'datev_import_' + Date.now();
+    let successCount = 0;
+    let errorCount = 0;
+    let updateCount = 0;
+    let insertCount = 0;
+    let skippedCount = 0;
+    const errors = [];
+    
+    for (let i = 0; i < beleglinks.length; i++) {
+      const beleglink = beleglinks[i];
+      
+      try {
+        // Skip empty rows or rows without Beleg-ID
+        const belegId = beleglink['Beleg-ID'];
+        if (!belegId || belegId.trim() === '') {
+          console.log(`Skipping row ${i + 1}: No Beleg-ID found`);
+          skippedCount++;
+          continue;
+        }
+        
+        const validationErrors = [];
+        
+        // Parse amount if available
+        let numericAmount = null;
+        if (beleglink['Rechnungsbetrag']) {
+          const amountStr = beleglink['Rechnungsbetrag'].toString().replace(/[^\d,.-]/g, '');
+          const normalizedAmount = amountStr.replace(',', '.');
+          numericAmount = parseFloat(normalizedAmount) || null;
+        }
+        
+        // Parse date if available
+        let parsedDate = null;
+        if (beleglink['Rechnungsdatum']) {
+          const dateStr = beleglink['Rechnungsdatum'].trim();
+          const dateParts = dateStr.split(/[.\/\-]/);
+          if (dateParts.length === 3) {
+            const day = parseInt(dateParts[0], 10);
+            const month = parseInt(dateParts[1], 10) - 1;
+            let year = parseInt(dateParts[2], 10);
+            
+            if (year < 100) {
+              year += (year < 50) ? 2000 : 1900;
+            }
+            
+            parsedDate = new Date(year, month, day);
+            
+            if (isNaN(parsedDate.getTime())) {
+              parsedDate = null;
+            }
+          }
+        }
+        
+        // First, check if a record with this datevlink already exists
+        const checkExistingDatevLink = `
+          SELECT kUmsatzBeleg FROM eazybusiness.dbo.tUmsatzBeleg WHERE datevlink = @datevlink
+        `;
+        
+        const existingDatevLink = await executeQuery(checkExistingDatevLink, { datevlink: belegId });
+        
+        if (existingDatevLink.recordset.length > 0) {
+          // Record with this datevlink already exists - skip
+          console.log(`Datevlink already exists, skipping: ${belegId}`);
+          skippedCount++;
+          continue;
+        }
+        
+        // Extract key from filename in 'Herkunft' column
+        // Examples: "Rechnung146.pdf" -> key 146 for tRechnung
+        //           "UmsatzBeleg192.pdf" -> key 192 for tUmsatzBeleg
+        const herkunft = beleglink['Herkunft'];
+        if (!herkunft || herkunft.trim() === '') {
+          console.log(`Skipping row ${i + 1}: No filename in Herkunft column`);
+          skippedCount++;
+          continue;
+        }
+        
+        // Extract the key from filename patterns
+        let matchFound = false;
+        
+        // Pattern: UmsatzBeleg{key}.pdf -> match with tUmsatzBeleg.kUmsatzBeleg
+        const umsatzBelegMatch = herkunft.match(/UmsatzBeleg(\d+)\.pdf/i);
+        if (umsatzBelegMatch) {
+          const kUmsatzBeleg = parseInt(umsatzBelegMatch[1], 10);
+          
+          const updateQuery = `
+            UPDATE eazybusiness.dbo.tUmsatzBeleg 
+            SET datevlink = @datevlink
+            WHERE kUmsatzBeleg = @kUmsatzBeleg AND (datevlink IS NULL OR datevlink = '' OR datevlink = 'pending')
+          `;
+          
+          const updateResult = await executeQuery(updateQuery, {
+            datevlink: belegId,
+            kUmsatzBeleg: kUmsatzBeleg
+          });
+          
+          if (updateResult.rowsAffected && updateResult.rowsAffected[0] > 0) {
+            updateCount++;
+            console.log(`Added datevlink ${belegId} to tUmsatzBeleg.kUmsatzBeleg: ${kUmsatzBeleg}`);
+            matchFound = true;
+          } else {
+            console.log(`Skipping row ${i + 1}: UmsatzBeleg ${kUmsatzBeleg} nicht gefunden oder datevlink bereits gesetzt`);
+            skippedCount++;
+          }
+        }
+        
+        // Pattern: Rechnung{key}.pdf -> match with tPdfObjekt.kPdfObjekt
+        const rechnungMatch = herkunft.match(/Rechnung(\d+)\.pdf/i);
+        if (!matchFound && rechnungMatch) {
+          const kPdfObjekt = parseInt(rechnungMatch[1], 10);
+          
+          const updateQuery = `
+            UPDATE eazybusiness.dbo.tPdfObjekt 
+            SET datevlink = @datevlink
+            WHERE kPdfObjekt = @kPdfObjekt AND (datevlink IS NULL OR datevlink = '' OR datevlink = 'pending')
+          `;
+          
+          const updateResult = await executeQuery(updateQuery, {
+            datevlink: belegId,
+            kPdfObjekt: kPdfObjekt
+          });
+          
+          if (updateResult.rowsAffected && updateResult.rowsAffected[0] > 0) {
+            updateCount++;
+            console.log(`Added datevlink ${belegId} to tPdfObjekt.kPdfObjekt: ${kPdfObjekt}`);
+            matchFound = true;
+          } else {
+            console.log(`Skipping row ${i + 1}: PdfObjekt ${kPdfObjekt} nicht gefunden oder datevlink bereits gesetzt`);
+            skippedCount++;
+          }
+        }
+        
+        if (!matchFound) {
+          console.log(`Skipping row ${i + 1}: Unbekanntes Dateiformat '${herkunft}' (erwartet: UmsatzBeleg{key}.pdf oder Rechnung{key}.pdf)`);
+          skippedCount++;
+          continue;
+        }
+        
+        successCount++;
+      } catch (error) {
+        console.error('Error processing beleglink ' + (i + 1) + ':', error);
+        errors.push({
+          row: i + 1,
+          error: error.message,
+          beleglink: beleglink
+        });
+        errorCount++;
+      }
+    }
+    
+    res.json({
+      success: true,
+      batchId: importBatchId,
+      imported: updateCount, // Number of datevlinks actually added/updated
+      processed: successCount,
+      updated: updateCount,
+      inserted: insertCount,
+      skipped: skippedCount, // Records skipped (existing datevlinks)
+      errors: errorCount, // Only actual errors, not skipped records
+      details: errors.length > 0 ? errors : undefined,
+      message: `${updateCount} datevlinks hinzugefügt, ${skippedCount} bereits vorhanden, ${errorCount} Fehler`
+    });
+    
+  } catch (error) {
+    console.error('Error importing DATEV beleglinks:', error);
+    res.status(500).json({ error: 'Failed to import DATEV beleglinks' });
+  }
+});
+
 module.exports = router;

src/routes/data/datev.js

@@ -39,14 +39,33 @@ const formatDatevAmount = (amount) => {
   return Math.abs(amount).toFixed(2).replace('.', ',');
 };
 
-const formatDatevDate = (dateString) => {
-  if (!dateString) return '';
-  const parts = dateString.split('.');
+const formatDatevDate = (date) => {
+  if (!date) return '';
+  
+  // Handle Date object
+  if (date instanceof Date) {
+    const day = date.getDate().toString().padStart(2, '0');
+    const month = (date.getMonth() + 1).toString().padStart(2, '0');
+    return day + month;
+  }
+  
+  // Handle string date
+  const dateStr = date.toString();
+  const parts = dateStr.split('.');
   if (parts.length === 3) {
     const day = parts[0].padStart(2, '0');
     const month = parts[1].padStart(2, '0');
     return day + month;
   }
+  
+  // Try to parse as date string
+  const parsedDate = new Date(dateStr);
+  if (!isNaN(parsedDate)) {
+    const day = parsedDate.getDate().toString().padStart(2, '0');
+    const month = (parsedDate.getMonth() + 1).toString().padStart(2, '0');
+    return day + month;
+  }
+  
   return '';
 };
 
@@ -55,13 +74,219 @@ const quote = (str, maxLen = 60) => {
   return '"' + str.slice(0, maxLen).replace(/"/g, '""') + '"';
 };
 
+// Parse konto field which might contain multiple accounts like "5400+5300"
+const parseKonto = (konto) => {
+  if (!konto) return '';
+  // Take the first account number if multiple are present
+  const parts = konto.split('+');
+  return parts[0].trim();
+};
+
 // DATEV export endpoint
 router.get('/datev/:timeRange', authenticateToken, async (req, res) => {
   try {
     const { timeRange } = req.params;
-    // TODO: Update to use database queries instead of CSV file
-    res.status(501).json({ error: 'DATEV export temporarily disabled - use database-based queries' });
-    return;
+    const { executeQuery } = require('../../config/database');
+    
+    // Parse the time range to get start and end dates
+    let startDate, endDate;
+    
+    if (timeRange.includes('-Q')) {
+      // Quarter format: 2025-Q1
+      const [year, quarterPart] = timeRange.split('-Q');
+      const quarter = parseInt(quarterPart, 10);
+      const startMonth = (quarter - 1) * 3 + 1;
+      const endMonth = startMonth + 2;
+      
+      startDate = new Date(year, startMonth - 1, 1);
+      endDate = new Date(year, endMonth - 1, new Date(year, endMonth, 0).getDate());
+    } else if (timeRange.length === 4) {
+      // Year format: 2025
+      startDate = new Date(timeRange, 0, 1);
+      endDate = new Date(timeRange, 11, 31);
+    } else {
+      // Month format: 2025-03
+      const [year, month] = timeRange.split('-');
+      startDate = new Date(year, parseInt(month) - 1, 1);
+      endDate = new Date(year, parseInt(month), 0);
+    }
+    
+    // Format dates for SQL query
+    const sqlStartDate = startDate.toISOString().split('T')[0];
+    const sqlEndDate = endDate.toISOString().split('T')[0];
+    
+    // Query to get all DATEV data with proper joins
+    // This handles multiple documents per transaction by creating separate rows
+    const query = `
+      WITH DatevDocuments AS (
+        -- Get documents from tUmsatzBeleg
+        SELECT 
+          uk.kZahlungsabgleichUmsatz,
+          zu.fBetrag as umsatz_brutto,
+          CASE WHEN zu.fBetrag < 0 THEN 'H' ELSE 'S' END as soll_haben_kz,
+          JSON_VALUE(uk.data, '$.konto1') as konto,
+          '' as gegenkonto, -- No creditorID in tUmsatzBeleg
+          -- BU determination based on amount and konto type
+          CASE 
+            WHEN JSON_VALUE(uk.data, '$.konto1') IN ('3720', '3740', '2100', '1460', '1462') THEN ''
+            WHEN zu.fBetrag > 0 THEN '' 
+            WHEN JSON_VALUE(uk.data, '$.konto1') LIKE '5%' THEN '9' -- 19% for purchases
+            WHEN JSON_VALUE(uk.data, '$.konto1') LIKE '6%' THEN '9' -- 19% for expenses
+            ELSE ''
+          END as bu,
+          FORMAT(zu.dBuchungsdatum, 'Mdd') as buchungsdatum_mdd,
+          zu.dBuchungsdatum,
+          '' as rechnungsnummer, -- No invoice number in tUmsatzBeleg
+          zu.cVerwendungszweck as buchungstext,
+          ub.datevlink as beleglink,
+          1 as priority -- tUmsatzBeleg has priority
+        FROM tUmsatzKontierung uk
+        INNER JOIN tZahlungsabgleichUmsatz zu ON uk.kZahlungsabgleichUmsatz = zu.kZahlungsabgleichUmsatz
+        INNER JOIN tUmsatzBeleg ub ON ub.kZahlungsabgleichUmsatz = zu.kZahlungsabgleichUmsatz
+        WHERE ub.datevlink IS NOT NULL
+          AND zu.dBuchungsdatum >= @startDate 
+          AND zu.dBuchungsdatum <= @endDate
+        
+        UNION ALL
+        
+        -- Get documents from tPdfObjekt via tZahlungsabgleichUmsatzLink
+        SELECT 
+          uk.kZahlungsabgleichUmsatz,
+          zu.fBetrag as umsatz_brutto,
+          CASE WHEN zu.fBetrag < 0 THEN 'H' ELSE 'S' END as soll_haben_kz,
+          JSON_VALUE(uk.data, '$.konto1') as konto,
+          COALESCE(JSON_VALUE(po.extraction, '$.creditorID'), '') as gegenkonto,
+          -- BU determination based on amount and konto type
+          CASE 
+            WHEN JSON_VALUE(uk.data, '$.konto1') IN ('3720', '3740', '2100', '1460', '1462') THEN ''
+            WHEN zu.fBetrag > 0 THEN '' 
+            WHEN JSON_VALUE(uk.data, '$.konto1') LIKE '5%' THEN '9' -- 19% for purchases
+            WHEN JSON_VALUE(uk.data, '$.konto1') LIKE '6%' THEN '9' -- 19% for expenses
+            ELSE ''
+          END as bu,
+          FORMAT(zu.dBuchungsdatum, 'Mdd') as buchungsdatum_mdd,
+          zu.dBuchungsdatum,
+          COALESCE(JSON_VALUE(po.extraction, '$.invoice_number'), '') as rechnungsnummer,
+          zu.cVerwendungszweck as buchungstext,
+          po.datevlink as beleglink,
+          2 as priority -- tPdfObjekt has lower priority
+        FROM tUmsatzKontierung uk
+        INNER JOIN tZahlungsabgleichUmsatz zu ON uk.kZahlungsabgleichUmsatz = zu.kZahlungsabgleichUmsatz
+        INNER JOIN tZahlungsabgleichUmsatzLink zul ON zu.kZahlungsabgleichUmsatz = zul.kZahlungsabgleichUmsatz 
+          AND zul.linktype = 'kLieferantenBestellung'
+        INNER JOIN tPdfObjekt po ON zul.linktarget = po.kLieferantenbestellung
+        WHERE po.datevlink IS NOT NULL
+          AND zu.dBuchungsdatum >= @startDate 
+          AND zu.dBuchungsdatum <= @endDate
+        
+        UNION ALL
+        
+        -- Get transactions without documents
+        SELECT 
+          uk.kZahlungsabgleichUmsatz,
+          zu.fBetrag as umsatz_brutto,
+          CASE WHEN zu.fBetrag < 0 THEN 'H' ELSE 'S' END as soll_haben_kz,
+          JSON_VALUE(uk.data, '$.konto1') as konto,
+          '' as gegenkonto,
+          -- BU determination based on amount and konto type
+          CASE 
+            WHEN JSON_VALUE(uk.data, '$.konto1') IN ('3720', '3740', '2100', '1460', '1462') THEN ''
+            WHEN zu.fBetrag > 0 THEN '' 
+            WHEN JSON_VALUE(uk.data, '$.konto1') LIKE '5%' THEN '9' -- 19% for purchases
+            WHEN JSON_VALUE(uk.data, '$.konto1') LIKE '6%' THEN '9' -- 19% for expenses
+            ELSE ''
+          END as bu,
+          FORMAT(zu.dBuchungsdatum, 'Mdd') as buchungsdatum_mdd,
+          zu.dBuchungsdatum,
+          '' as rechnungsnummer,
+          zu.cVerwendungszweck as buchungstext,
+          '' as beleglink,
+          3 as priority -- No documents has lowest priority
+        FROM tUmsatzKontierung uk
+        INNER JOIN tZahlungsabgleichUmsatz zu ON uk.kZahlungsabgleichUmsatz = zu.kZahlungsabgleichUmsatz
+        WHERE zu.dBuchungsdatum >= @startDate 
+          AND zu.dBuchungsdatum <= @endDate
+          AND NOT EXISTS (
+            SELECT 1 FROM tUmsatzBeleg ub2 
+            WHERE ub2.kZahlungsabgleichUmsatz = zu.kZahlungsabgleichUmsatz 
+              AND ub2.datevlink IS NOT NULL
+          )
+          AND NOT EXISTS (
+            SELECT 1 FROM tZahlungsabgleichUmsatzLink zul2
+            INNER JOIN tPdfObjekt po2 ON zul2.linktarget = po2.kLieferantenbestellung
+            WHERE zul2.kZahlungsabgleichUmsatz = zu.kZahlungsabgleichUmsatz 
+              AND zul2.linktype = 'kLieferantenBestellung'
+              AND po2.datevlink IS NOT NULL
+          )
+      )
+      SELECT 
+        *,
+        ROW_NUMBER() OVER (PARTITION BY kZahlungsabgleichUmsatz, beleglink ORDER BY priority) as rn
+      FROM DatevDocuments
+      ORDER BY dBuchungsdatum DESC, kZahlungsabgleichUmsatz, priority
+    `;
+    
+    const result = await executeQuery(query, {
+      startDate: sqlStartDate,
+      endDate: sqlEndDate
+    });
+    
+    // Format data for DATEV CSV
+    const datevRows = [];
+    
+    // Build header
+    const periodStart = startDate.getFullYear() + 
+                       ('0' + (startDate.getMonth() + 1)).slice(-2) + 
+                       ('0' + startDate.getDate()).slice(-2);
+    const periodEnd = endDate.getFullYear() + 
+                     ('0' + (endDate.getMonth() + 1)).slice(-2) + 
+                     ('0' + endDate.getDate()).slice(-2);
+    
+    datevRows.push(buildDatevHeader(periodStart, periodEnd));
+    datevRows.push(DATEV_COLS);
+    
+    // Process each transaction
+    result.recordset.forEach(row => {
+      // Skip duplicate rows (keep only the first occurrence of each transaction+beleglink combination)
+      if (row.rn > 1) return;
+      
+      const datevRow = [
+        formatDatevAmount(row.umsatz_brutto),           // Umsatz (ohne Soll/Haben-Kz)
+        row.soll_haben_kz,                              // Soll/Haben-Kennzeichen
+        '',                                              // WKZ Umsatz
+        '',                                              // Kurs
+        '',                                              // Basis-Umsatz
+        '',                                              // WKZ Basis-Umsatz
+        parseKonto(row.konto),                          // Konto (parsed)
+        row.gegenkonto || '',                           // Gegenkonto (ohne BU-Schlüssel)
+        row.bu || '',                                    // BU-Schlüssel
+        row.buchungsdatum_mdd || '',                    // Belegdatum (MDD format)
+        quote(row.rechnungsnummer || ''),               // Belegfeld 1 (invoice number)
+        '',                                              // Belegfeld 2
+        '',                                              // Skonto
+        quote(row.buchungstext || ''),                  // Buchungstext
+        '',                                              // Postensperre
+        '',                                              // Diverse Adressnummer
+        '',                                              // Geschäftspartnerbank
+        '',                                              // Sachverhalt
+        '',                                              // Zinssperre
+        row.beleglink || ''                             // Beleglink
+      ].join(';');
+      
+      datevRows.push(datevRow);
+    });
+    
+    // Generate CSV content
+    const csvContent = datevRows.join('\n');
+    
+    // Set headers for CSV download
+    const filename = `EXTF_${timeRange.replace('-', '_')}.csv`;
+    res.setHeader('Content-Type', 'text/csv; charset=windows-1252');
+    res.setHeader('Content-Disposition', `attachment; filename="${filename}"`);
+    
+    // Send CSV content
+    res.send(csvContent);
+    
   } catch (error) {
     console.error('Error generating DATEV export:', error);
     res.status(500).json({ error: 'Failed to generate DATEV export' });

src/routes/data/documentProcessing.js

@@ -0,0 +1,416 @@
+const express = require('express');
+const { authenticateToken } = require('../../middleware/auth');
+const { executeQuery, executeTransaction } = require('../../config/database');
+const sql = require('mssql');
+const nodemailer = require('nodemailer');
+
+const router = express.Router();
+
+// Get document processing status
+router.get('/document-status', authenticateToken, async (req, res) => {
+  try {
+    console.log('Document status endpoint called');
+    const queries = {
+      needMarkdownUmsatz: "SELECT COUNT(*) as count FROM tUmsatzBeleg WHERE markDown is null",
+      needMarkdownPdf: "SELECT COUNT(*) as count FROM tPdfObjekt WHERE markDown is null",
+      needExtractionUmsatz: "SELECT COUNT(*) as count FROM tUmsatzBeleg WHERE markDown is not null and extraction is null",
+      needExtractionPdf: "SELECT COUNT(*) as count FROM tPdfObjekt WHERE markDown is not null and extraction is null",
+      needDatevSyncUmsatz: "SELECT COUNT(*) as count FROM tUmsatzBeleg WHERE markDown is not null and datevlink is null",
+      needDatevSyncPdf: "SELECT COUNT(*) as count FROM tPdfObjekt WHERE markDown is not null and datevlink is null",
+      needDatevUploadUmsatz: "SELECT COUNT(*) as count FROM tUmsatzBeleg WHERE datevlink = 'pending'",
+      needDatevUploadPdf: "SELECT COUNT(*) as count FROM tPdfObjekt WHERE datevlink = 'pending'"
+    };
+
+    const results = {};
+    for (const [key, query] of Object.entries(queries)) {
+      const result = await executeQuery(query);
+      results[key] = result.recordset[0].count;
+    }
+
+    const status = {
+      needMarkdown: results.needMarkdownUmsatz + results.needMarkdownPdf,
+      needExtraction: results.needExtractionUmsatz + results.needExtractionPdf,
+      needDatevSync: results.needDatevSyncUmsatz + results.needDatevSyncPdf,
+      needDatevUpload: results.needDatevUploadUmsatz + results.needDatevUploadPdf,
+      details: {
+        markdown: {
+          umsatzBeleg: results.needMarkdownUmsatz,
+          pdfObjekt: results.needMarkdownPdf
+        },
+        extraction: {
+          umsatzBeleg: results.needExtractionUmsatz,
+          pdfObjekt: results.needExtractionPdf
+        },
+        datevSync: {
+          umsatzBeleg: results.needDatevSyncUmsatz,
+          pdfObjekt: results.needDatevSyncPdf
+        },
+        datevUpload: {
+          umsatzBeleg: results.needDatevUploadUmsatz,
+          pdfObjekt: results.needDatevUploadPdf
+        }
+      }
+    };
+
+    console.log('Document status computed:', status);
+    res.json(status);
+  } catch (error) {
+    console.error('Error fetching document processing status:', error);
+    res.status(500).json({ error: 'Failed to fetch document processing status' });
+  }
+});
+
+// Process markdown conversion
+router.post('/process-markdown', authenticateToken, async (req, res) => {
+  try {
+    const { OpenAI } = require('openai');
+    
+    // Check environment for OpenAI API key
+    if (!process.env.OPENAI_API_KEY) {
+      return res.status(500).json({ error: 'OpenAI API key not configured' });
+    }
+
+    const openai = new OpenAI({
+      apiKey: process.env.OPENAI_API_KEY,
+    });
+
+    await executeTransaction(async (transaction) => {
+      // Process UmsatzBeleg documents
+      const umsatzResult = await new sql.Request(transaction).query(
+        "SELECT TOP 1 kUmsatzBeleg, content FROM tUmsatzBeleg WHERE markDown is null"
+      );
+
+      if (umsatzResult.recordset.length > 0) {
+        const { kUmsatzBeleg, content } = umsatzResult.recordset[0];
+        
+        const response = await openai.responses.create({
+          model: "gpt-4o",
+          input: [
+            { "role": "developer", "content": [{ "type": "input_text", "text": "Convert to Markdown" }] },
+            { "role": "user", "content": [{ "type": "input_file", "filename": "invoice.pdf", "file_data": "data:application/pdf;base64," + content.toString('base64') }] }
+          ],
+          text: {
+            "format": {
+              "type": "json_schema", "name": "markdown", "strict": true, "schema": { "type": "object", "properties": {
+                "output": { "type": "string", "description": "Input converted to Markdown" }
+              }, "required": ["output"], "additionalProperties": false }
+            }
+          },
+          tools: [],
+          store: false
+        });
+
+        const markdown = JSON.parse(response.output_text);
+        
+        await new sql.Request(transaction)
+          .input('kUmsatzBeleg', kUmsatzBeleg)
+          .input('markDown', markdown.output)
+          .query("UPDATE tUmsatzBeleg SET markDown = @markDown WHERE kUmsatzBeleg = @kUmsatzBeleg");
+      }
+
+      // Process PdfObjekt documents
+      const pdfResult = await new sql.Request(transaction).query(
+        "SELECT TOP 1 kPdfObjekt, content FROM tPdfObjekt WHERE markDown is null"
+      );
+
+      if (pdfResult.recordset.length > 0) {
+        const { kPdfObjekt, content } = pdfResult.recordset[0];
+        
+        const response = await openai.responses.create({
+          model: "gpt-4o",
+          input: [
+            { "role": "developer", "content": [{ "type": "input_text", "text": "Convert to Markdown" }] },
+            { "role": "user", "content": [{ "type": "input_file", "filename": "invoice.pdf", "file_data": "data:application/pdf;base64," + content.toString('base64') }] }
+          ],
+          text: {
+            "format": {
+              "type": "json_schema", "name": "markdown", "strict": true, "schema": { "type": "object", "properties": {
+                "output": { "type": "string", "description": "Input converted to Markdown" }
+              }, "required": ["output"], "additionalProperties": false }
+            }
+          },
+          tools: [],
+          store: false
+        });
+
+        const markdown = JSON.parse(response.output_text);
+        
+        await new sql.Request(transaction)
+          .input('kPdfObjekt', kPdfObjekt)
+          .input('markDown', markdown.output)
+          .query("UPDATE tPdfObjekt SET markDown = @markDown WHERE kPdfObjekt = @kPdfObjekt");
+      }
+    });
+
+    res.json({ success: true, message: 'Markdown processing completed' });
+  } catch (error) {
+    console.error('Error processing markdown:', error);
+    res.status(500).json({ error: 'Failed to process markdown: ' + error.message });
+  }
+});
+
+// Process data extraction
+router.post('/process-extraction', authenticateToken, async (req, res) => {
+  try {
+    const { OpenAI } = require('openai');
+    
+    if (!process.env.OPENAI_API_KEY) {
+      return res.status(500).json({ error: 'OpenAI API key not configured' });
+    }
+
+    const openai = new OpenAI({
+      apiKey: process.env.OPENAI_API_KEY,
+    });
+
+    await executeTransaction(async (transaction) => {
+      // Get creditor IDs for extraction
+      const creditorResult = await new sql.Request(transaction).query(
+        "SELECT kreditorId FROM fibdash.Kreditor ORDER BY kreditorId"
+      );
+      const creditorIDs = creditorResult.recordset.map(r => r.kreditorId).join(', ');
+
+      // Process UmsatzBeleg documents
+      const umsatzResult = await new sql.Request(transaction).query(
+        "SELECT TOP 1 kUmsatzBeleg, markDown FROM tUmsatzBeleg WHERE markDown is not null and extraction is null"
+      );
+
+      if (umsatzResult.recordset.length > 0) {
+        const { kUmsatzBeleg, markDown } = umsatzResult.recordset[0];
+        
+        const response = await openai.responses.create({
+          model: "gpt-5-mini",
+          input: [
+            { "role": "developer", "content": [{ "type": "input_text", "text": `Extract specified information from provided input and structure it in a JSON format. 
+
+              The aim is to accurately identify and capture the following elements: 
+              - Rechnungsdatum/Belegdatum (Invoice Date/Document Date), 
+              - Rechnungsnummer/Belegnummer (Invoice Number/Document Number), 
+              - Netto Betrag (Net Amount), 
+              - Brutto Betrag (Gross Amount), 
+              - and Absender (Sender).
+
+              # Steps
+
+              1. **Identify Dates**: Find and extract the invoice or document date (Rechnungsdatum/Belegdatum) from the input text.
+              2. **Extract Numbers**: Locate and pull out the invoice or document number (Rechnungsnummer/Belegnummer).
+              3. **Determine Amounts**: Identify the net amount (Netto Betrag) and the gross amount (Brutto Betrag) and the currency in the text.
+              4. **Source the Sender**: Extract the sender's information (Absender, Country).
+              5. **Structure Data**: Organize the extracted information into a JSON format following the specified schema.
+
+              # Notes
+
+              - Ensure that dates are formatted consistently.
+              - Be mindful of various numerical representations (e.g., with commas or periods).
+              - The sender's information might include company names, so recognize various formats.
+              - Prioritize accuracy in identifying the correct fields, as there can be similar text elements present.
+
+              Also select the CreditorID, from that List: ${creditorIDs}` }] },
+            { "role": "user", "content": [{ "type": "input_text", "text": markDown }] }
+          ],
+          text: {
+            "format": {
+              "type": "json_schema", "name": "invoice", "strict": true, "schema": { "type": "object", "properties": {
+                "date": { "type": "string", "description": "Rechungsdatum / Belegdatum in ISO 8601" },
+                "invoice_number": { "type": "string", "description": "Rechnungsnummer / Belegnummer / Invoicenr" },
+                "net_amounts_and_tax": {
+                  "type": "array", "description": "Liste von Nettobeträgen mit jeweiligem Steuersatz und Steuerbetrag, ein Listeneintrag pro Steuersatz",
+                  "items": { "type": "object", "properties": {
+                    "net_amount": { "type": "number", "description": "Netto Betrag" },
+                    "tax_rate": { "type": "number", "description": "Steuersatz in Prozent" },
+                    "tax_amount": { "type": "number", "description": "Steuerbetrag" }
+                  }, "required": ["net_amount", "tax_rate", "tax_amount"], "additionalProperties": false }
+                },
+                "gross_amount": { "type": "number", "description": "Brutto Betrag (muss der Summe aller net_amount + tax_amount entsprechen)" },
+                "currency": { "type": "string", "description": "currency code in ISO 4217" },
+                "country": { "type": "string", "description": "country of origin in ISO 3166" },
+                "sender": { "type": "string", "description": "Absender" },
+                "creditorID": { "type": "string", "description": "CreditorID or empty if unknown" }
+              }, "required": ["date", "invoice_number", "net_amounts_and_tax", "gross_amount", "currency", "country", "sender", "creditorID"], "additionalProperties": false }
+            }
+          },
+          tools: [],
+          store: false
+        });
+
+        const extraction = JSON.parse(response.output_text);
+        
+        await new sql.Request(transaction)
+          .input('kUmsatzBeleg', kUmsatzBeleg)
+          .input('extraction', JSON.stringify(extraction))
+          .query("UPDATE tUmsatzBeleg SET extraction = @extraction WHERE kUmsatzBeleg = @kUmsatzBeleg");
+      }
+
+      // Process PdfObjekt documents
+      const pdfResult = await new sql.Request(transaction).query(
+        "SELECT TOP 1 kPdfObjekt, markDown FROM tPdfObjekt WHERE markDown is not null and extraction is null"
+      );
+
+      if (pdfResult.recordset.length > 0) {
+        const { kPdfObjekt, markDown } = pdfResult.recordset[0];
+        
+        const response = await openai.responses.create({
+          model: "gpt-5-mini",
+          input: [
+            { "role": "developer", "content": [{ "type": "input_text", "text": `Extract specified information from provided input and structure it in a JSON format. 
+
+              The aim is to accurately identify and capture the following elements: 
+              - Rechnungsdatum/Belegdatum (Invoice Date/Document Date), 
+              - Rechnungsnummer/Belegnummer (Invoice Number/Document Number), 
+              - Netto Betrag (Net Amount), 
+              - Brutto Betrag (Gross Amount), 
+              - and Absender (Sender).
+
+              # Steps
+
+              1. **Identify Dates**: Find and extract the invoice or document date (Rechnungsdatum/Belegdatum) from the input text.
+              2. **Extract Numbers**: Locate and pull out the invoice or document number (Rechnungsnummer/Belegnummer).
+              3. **Determine Amounts**: Identify the net amount (Netto Betrag) and the gross amount (Brutto Betrag) and the currency in the text.
+              4. **Source the Sender**: Extract the sender's information (Absender, Country).
+              5. **Structure Data**: Organize the extracted information into a JSON format following the specified schema.
+
+              # Notes
+
+              - Ensure that dates are formatted consistently.
+              - Be mindful of various numerical representations (e.g., with commas or periods).
+              - The sender's information might include company names, so recognize various formats.
+              - Prioritize accuracy in identifying the correct fields, as there can be similar text elements present.
+
+              Also select the CreditorID, from that List: ${creditorIDs}` }] },
+            { "role": "user", "content": [{ "type": "input_text", "text": markDown }] }
+          ],
+          text: {
+            "format": {
+              "type": "json_schema", "name": "invoice", "strict": true, "schema": { "type": "object", "properties": {
+                "date": { "type": "string", "description": "Rechungsdatum / Belegdatum in ISO 8601" },
+                "invoice_number": { "type": "string", "description": "Rechnungsnummer / Belegnummer / Invoicenr" },
+                "net_amounts_and_tax": {
+                  "type": "array", "description": "Liste von Nettobeträgen mit jeweiligem Steuersatz und Steuerbetrag, ein Listeneintrag pro Steuersatz",
+                  "items": { "type": "object", "properties": {
+                    "net_amount": { "type": "number", "description": "Netto Betrag" },
+                    "tax_rate": { "type": "number", "description": "Steuersatz in Prozent" },
+                    "tax_amount": { "type": "number", "description": "Steuerbetrag" }
+                  }, "required": ["net_amount", "tax_rate", "tax_amount"], "additionalProperties": false }
+                },
+                "gross_amount": { "type": "number", "description": "Brutto Betrag (muss der Summe aller net_amount + tax_amount entsprechen)" },
+                "currency": { "type": "string", "description": "currency code in ISO 4217" },
+                "country": { "type": "string", "description": "country of origin in ISO 3166" },
+                "sender": { "type": "string", "description": "Absender" },
+                "creditorID": { "type": "string", "description": "CreditorID or empty if unknown" }
+              }, "required": ["date", "invoice_number", "net_amounts_and_tax", "gross_amount", "currency", "country", "sender", "creditorID"], "additionalProperties": false }
+            }
+          },
+          tools: [],
+          store: false
+        });
+
+        const extraction = JSON.parse(response.output_text);
+        
+        await new sql.Request(transaction)
+          .input('kPdfObjekt', kPdfObjekt)
+          .input('extraction', JSON.stringify(extraction))
+          .query("UPDATE tPdfObjekt SET extraction = @extraction WHERE kPdfObjekt = @kPdfObjekt");
+      }
+    });
+
+    res.json({ success: true, message: 'Extraction processing completed' });
+  } catch (error) {
+    console.error('Error processing extraction:', error);
+    res.status(500).json({ error: 'Failed to process extraction: ' + error.message });
+  }
+});
+
+// Process Datev sync
+router.post('/process-datev-sync', authenticateToken, async (req, res) => {
+  try {
+    const transporter = nodemailer.createTransport({
+      host: "smtp.gmail.com",
+      port: 587,
+      secure: false, // true for 465, false for other ports
+      auth: {
+        user: "sebgreenbus@gmail.com",
+        pass: "abrp idub thbi kdws", // For Gmail, you might need an app-specific password
+      },
+    });
+
+    await executeTransaction(async (transaction) => {
+      // Process UmsatzBeleg documents
+      const umsatzResult = await new sql.Request(transaction).query(
+        "SELECT TOP 1 kUmsatzBeleg, content FROM tUmsatzBeleg WHERE markDown is not null and datevlink is null"
+      );
+
+      if (umsatzResult.recordset.length > 0) {
+        const { kUmsatzBeleg, content } = umsatzResult.recordset[0];
+
+        const mailOptions = {
+          from: '"Growheads" <sebgreenbus@gmail.com>',
+          to: "97bfd9eb-770f-481a-accb-e69649d36a9e@uploadmail.datev.de",
+          subject: `Beleg ${kUmsatzBeleg} für Datev`,
+          text: "", // No body text as requested
+          attachments: [
+            {
+              filename: `UmsatzBeleg${kUmsatzBeleg}.pdf`,
+              content: content,
+              contentType: "application/pdf",
+            },
+          ],
+        };
+
+        try {
+          let info = await transporter.sendMail(mailOptions);
+          console.log("Message sent: %s", info.messageId);
+
+          await new sql.Request(transaction)
+            .input('kUmsatzBeleg', kUmsatzBeleg)
+            .input('datevlink', 'pending')
+            .query("UPDATE tUmsatzBeleg SET datevlink = @datevlink WHERE kUmsatzBeleg = @kUmsatzBeleg");
+        } catch (emailError) {
+          console.error("Error sending email:", emailError);
+          throw emailError;
+        }
+      }
+
+      // Process PdfObjekt documents
+      const pdfResult = await new sql.Request(transaction).query(
+        "SELECT TOP 1 kPdfObjekt, content FROM tPdfObjekt WHERE markDown is not null and datevlink is null"
+      );
+
+      if (pdfResult.recordset.length > 0) {
+        const { kPdfObjekt, content } = pdfResult.recordset[0];
+
+        const mailOptions = {
+          from: '"Growheads" <sebgreenbus@gmail.com>',
+          to: "97bfd9eb-770f-481a-accb-e69649d36a9e@uploadmail.datev.de",
+          subject: `Rechnung ${kPdfObjekt} für Datev`,
+          text: "", // No body text as requested
+          attachments: [
+            {
+              filename: `Rechnung${kPdfObjekt}.pdf`,
+              content: content,
+              contentType: "application/pdf",
+            },
+          ],
+        };
+
+        try {
+          let info = await transporter.sendMail(mailOptions);
+          console.log("Message sent: %s", info.messageId);
+
+          await new sql.Request(transaction)
+            .input('kPdfObjekt', kPdfObjekt)
+            .input('datevlink', 'pending')
+            .query("UPDATE tPdfObjekt SET datevlink = @datevlink WHERE kPdfObjekt = @kPdfObjekt");
+        } catch (emailError) {
+          console.error("Error sending email:", emailError);
+          throw emailError;
+        }
+      }
+    });
+
+    res.json({ success: true, message: 'Datev sync processing completed' });
+  } catch (error) {
+    console.error('Error processing Datev sync:', error);
+    res.status(500).json({ error: 'Failed to process Datev sync: ' + error.message });
+  }
+});
+
+module.exports = router;

src/routes/data/index.js

@@ -6,7 +6,9 @@ const datev = require('./datev');
 const pdf = require('./pdf');
 const kreditors = require('./kreditors');
 const bankingTransactions = require('./bankingTransactions');
+const accountingItems = require('./accountingItems');
 const csvImport = require('./csvImport');
+const documentProcessing = require('./documentProcessing');
 
 const router = express.Router();
 
@@ -17,6 +19,8 @@ router.use(datev);
 router.use(pdf);
 router.use(kreditors);
 router.use(bankingTransactions);
+router.use(accountingItems);
 router.use(csvImport);
+router.use(documentProcessing);
 
 module.exports = router;

src/routes/data/transactions.js

@@ -10,6 +10,25 @@ router.get('/transactions/:timeRange', authenticateToken, async (req, res) => {
     const { timeRange } = req.params;
 
     const { executeQuery } = require('../../config/database');
+    
+    // Build WHERE clause based on timeRange format
+    let timeWhereClause = '';
+    if (timeRange.includes('-Q')) {
+      // Quarter format: 2025-Q2
+      const [year, quarterPart] = timeRange.split('-Q');
+      const quarter = parseInt(quarterPart, 10);
+      const startMonth = (quarter - 1) * 3 + 1;
+      const endMonth = startMonth + 2;
+      timeWhereClause = `WHERE YEAR(csv.parsed_date) = ${year} AND MONTH(csv.parsed_date) BETWEEN ${startMonth} AND ${endMonth}`;
+    } else if (timeRange.length === 4) {
+      // Year format: 2025
+      timeWhereClause = `WHERE YEAR(csv.parsed_date) = ${timeRange}`;
+    } else {
+      // Month format: 2025-07
+      const [year, month] = timeRange.split('-');
+      timeWhereClause = `WHERE YEAR(csv.parsed_date) = ${year} AND MONTH(csv.parsed_date) = ${parseInt(month, 10)}`;
+    }
+
     const query = `
       SELECT 
         csv.id as id,
@@ -47,6 +66,7 @@ router.get('/transactions/:timeRange', authenticateToken, async (req, res) => {
       LEFT JOIN fibdash.Kreditor k ON csv.kontonummer_iban = k.iban
       LEFT JOIN fibdash.BankingAccountTransactions bat ON csv.id = bat.csv_transaction_id
       LEFT JOIN fibdash.Kreditor ak ON bat.assigned_kreditor_id = ak.id
+      ${timeWhereClause}
       
       UNION ALL
       
@@ -84,6 +104,12 @@ router.get('/transactions/:timeRange', authenticateToken, async (req, res) => {
         WHERE ABS(csv.numeric_amount - jtl.fBetrag) < 0.01 
         AND ABS(DATEDIFF(day, csv.parsed_date, jtl.dBuchungsdatum)) <= 1
       )
+      ${timeRange.includes('-Q') ? 
+        `AND YEAR(jtl.dBuchungsdatum) = ${timeRange.split('-Q')[0]} AND MONTH(jtl.dBuchungsdatum) BETWEEN ${(parseInt(timeRange.split('-Q')[1], 10) - 1) * 3 + 1} AND ${(parseInt(timeRange.split('-Q')[1], 10) - 1) * 3 + 3}` :
+        timeRange.length === 4 ? 
+        `AND YEAR(jtl.dBuchungsdatum) = ${timeRange}` :
+        `AND YEAR(jtl.dBuchungsdatum) = ${timeRange.split('-')[0]} AND MONTH(jtl.dBuchungsdatum) = ${parseInt(timeRange.split('-')[1], 10)}`
+      }
       
       ORDER BY parsed_date DESC
     `;
@@ -108,7 +134,41 @@ router.get('/transactions/:timeRange', authenticateToken, async (req, res) => {
     const linksResult = await executeQuery(linksQuery);
     const linksData = linksResult.recordset || [];
 
-    const transactions = result.recordset.map(transaction => ({
+    // Group transactions by ID to handle multiple JTL matches
+    const transactionGroups = {};
+    result.recordset.forEach(row => {
+      const key = row.id;
+      if (!transactionGroups[key]) {
+        transactionGroups[key] = {
+          ...row,
+          pdfs: [],
+          links: []
+        };
+        // Remove top-level kUmsatzBeleg and datevlink since they belong in pdfs array
+        delete transactionGroups[key].kUmsatzBeleg;
+        delete transactionGroups[key].datevlink;
+        delete transactionGroups[key].jtl_document_data;
+      }
+      
+      // Add PDF data if present
+      if (row.jtl_document_data) {
+        transactionGroups[key].pdfs.push({
+          content: row.jtl_document_data,
+          kUmsatzBeleg: row.kUmsatzBeleg,
+          datevlink: row.datevlink
+        });
+      }
+      
+      // Add links data if present
+      if (row.jtlId) {
+        const transactionLinks = linksData.filter(link => 
+          link.kZahlungsabgleichUmsatz === row.jtlId
+        );
+        transactionGroups[key].links.push(...transactionLinks);
+      }
+    });
+
+    const transactions = Object.values(transactionGroups).map(transaction => ({
       ...transaction,
       parsedDate: new Date(transaction.parsed_date),
       hasJTL: Boolean(transaction.hasJTL),
@@ -125,223 +185,36 @@ router.get('/transactions/:timeRange', authenticateToken, async (req, res) => {
         id: transaction.assigned_kreditor_id,
         kreditorId: transaction.assigned_kreditor_kreditorId
       } : null,
-      pdfs: transaction.jtl_document_data ? [{
-        content: transaction.jtl_document_data,
-        kUmsatzBeleg: transaction.kUmsatzBeleg,
-        datevlink: transaction.datevlink
-      }] : [],
-      links: transaction.jtlId ? linksData.filter(link => 
-        link.kZahlungsabgleichUmsatz === transaction.jtlId
-      ) : []
+      // Remove duplicate links
+      links: [...new Set(transaction.links.map(l => JSON.stringify(l)))].map(l => JSON.parse(l))
     }));
 
-    let filteredTransactions = [];
-
-    if (timeRange.includes('-Q')) {
-      const [year, quarterPart] = timeRange.split('-Q');
-      const quarter = parseInt(quarterPart, 10);
-      const startMonth = (quarter - 1) * 3 + 1;
-      const endMonth = startMonth + 2;
-
-      filteredTransactions = transactions.filter(t => {
-        if (!t.monthYear) return false;
-        const [tYear, tMonth] = t.monthYear.split('-');
-        const monthNum = parseInt(tMonth, 10);
-        return tYear === year && monthNum >= startMonth && monthNum <= endMonth;
-      });
-    } else if (timeRange.length === 4) {
-      filteredTransactions = transactions.filter(t => {
-        if (!t.monthYear) return false;
-        const [tYear] = t.monthYear.split('-');
-        return tYear === timeRange;
-      });
-    } else {
-      filteredTransactions = transactions.filter(t => t.monthYear === timeRange);
-    }
-
-    const monthTransactions = filteredTransactions
+    // Transactions are already filtered by the SQL query, so we just need to sort them
+    const monthTransactions = transactions
       .sort((a, b) => b.parsedDate - a.parsedDate);
 
-    // Get JTL transactions for comparison
-    let jtlTransactions = [];
-    let jtlDatabaseAvailable = false;
-    try {
-      jtlTransactions = await getJTLTransactions();
-      jtlDatabaseAvailable = true;
-      console.log('DEBUG: JTL database connected, found', jtlTransactions.length, 'transactions');
-    } catch (error) {
-      console.log('JTL database not available, continuing without JTL data:', error.message);
-      jtlDatabaseAvailable = false;
-    }
-
-    // Filter JTL transactions for the selected time period
-    let jtlMonthTransactions = [];
-
-    if (timeRange.includes('-Q')) {
-      const [year, quarterPart] = timeRange.split('-Q');
-      const quarter = parseInt(quarterPart, 10);
-      const startMonth = (quarter - 1) * 3 + 1;
-      const endMonth = startMonth + 2;
-
-      jtlMonthTransactions = jtlTransactions.filter(jtl => {
-        const jtlDate = new Date(jtl.dBuchungsdatum);
-        const jtlMonth = jtlDate.getMonth() + 1;
-        return jtlDate.getFullYear() === parseInt(year, 10) && 
-               jtlMonth >= startMonth && jtlMonth <= endMonth;
-      });
-    } else if (timeRange.length === 4) {
-      jtlMonthTransactions = jtlTransactions.filter(jtl => {
-        const jtlDate = new Date(jtl.dBuchungsdatum);
-        return jtlDate.getFullYear() === parseInt(timeRange, 10);
-      });
-    } else {
-      const [year, month] = timeRange.split('-');
-      jtlMonthTransactions = jtlTransactions.filter(jtl => {
-        const jtlDate = new Date(jtl.dBuchungsdatum);
-        return jtlDate.getFullYear() === parseInt(year, 10) && 
-               jtlDate.getMonth() === parseInt(month, 10) - 1;
-      });
-    }
-
-    // Get Kreditor information for IBAN lookup
-    let kreditorData = [];
-    try {
-      const kreditorQuery = `SELECT id, iban, name, kreditorId, is_banking FROM fibdash.Kreditor`;
-      const kreditorResult = await executeQuery(kreditorQuery);
-      kreditorData = kreditorResult.recordset || [];
-    } catch (error) {
-      console.log('Kreditor database not available, continuing without Kreditor data');
-    }
-
-    // Add JTL status and Kreditor information to each CSV transaction
-    const transactionsWithJTL = monthTransactions.map((transaction, index) => {
-      const amount = transaction.numericAmount;
-      const transactionDate = transaction.parsedDate;
-
-      if (index === 0) {
-        console.log('DEBUG First CSV transaction:', {
-          amount: amount,
-          transactionDate: transactionDate,
-          jtlMonthTransactionsCount: jtlMonthTransactions.length
-        });
-        if (jtlMonthTransactions.length > 0) {
-          console.log('DEBUG First JTL transaction:', {
-            amount: parseFloat(jtlMonthTransactions[0].fBetrag),
-            date: new Date(jtlMonthTransactions[0].dBuchungsdatum)
-          });
-        }
-      }
-
-      const jtlMatch = jtlMonthTransactions.find(jtl => {
-        const jtlAmount = parseFloat(jtl.fBetrag) || 0;
-        const jtlDate = new Date(jtl.dBuchungsdatum);
-
-        const amountMatch = Math.abs(amount - jtlAmount) < 0.01;
-        const dateMatch = transactionDate && jtlDate && 
-          transactionDate.getFullYear() === jtlDate.getFullYear() &&
-          transactionDate.getMonth() === jtlDate.getMonth() &&
-          transactionDate.getDate() === jtlDate.getDate();
-
-        if (index === 0 && (amountMatch || dateMatch)) {
-          console.log('DEBUG Potential match for first transaction:', {
-            csvAmount: amount,
-            jtlAmount: jtlAmount,
-            amountMatch: amountMatch,
-            csvDate: transactionDate,
-            jtlDate: jtlDate,
-            dateMatch: dateMatch,
-            bothMatch: amountMatch && dateMatch
-          });
-        }
-
-        return amountMatch && dateMatch;
-      });
-
-      const transactionIban = transaction['Kontonummer/IBAN'];
-      const kreditorMatch = transactionIban ? kreditorData.find(k => k.iban === transactionIban) : null;
-
-      return {
-        ...transaction,
-        hasJTL: jtlDatabaseAvailable ? !!jtlMatch : undefined,
-        jtlId: jtlMatch ? jtlMatch.kZahlungsabgleichUmsatz : null,
-        isFromCSV: true,
-        jtlDatabaseAvailable,
-        pdfs: jtlMatch ? jtlMatch.pdfs || [] : [],
-        links: jtlMatch ? jtlMatch.links || [] : [],
-        kreditor: kreditorMatch ? {
-          id: kreditorMatch.id,
-          name: kreditorMatch.name,
-          kreditorId: kreditorMatch.kreditorId,
-          iban: kreditorMatch.iban,
-          is_banking: Boolean(kreditorMatch.is_banking)
-        } : null,
-        hasKreditor: !!kreditorMatch
-      };
-    });
-
-    const unmatchedJTLTransactions = jtlMonthTransactions
-      .filter(jtl => {
-        const jtlAmount = parseFloat(jtl.fBetrag) || 0;
-        const jtlDate = new Date(jtl.dBuchungsdatum);
-
-        const hasCSVMatch = monthTransactions.some(transaction => {
-          const amount = transaction.numericAmount;
-          const transactionDate = transaction.parsedDate;
-
-          const amountMatch = Math.abs(amount - jtlAmount) < 0.01;
-          const dateMatch = transactionDate && jtlDate && 
-            transactionDate.getFullYear() === jtlDate.getFullYear() &&
-            transactionDate.getMonth() === jtlDate.getMonth() &&
-            transactionDate.getDate() === jtlDate.getDate();
-
-          return amountMatch && dateMatch;
-        });
-
-        return !hasCSVMatch;
-      })
-      .map(jtl => ({
-        'Buchungstag': new Date(jtl.dBuchungsdatum).toLocaleDateString('de-DE', {
-          day: '2-digit',
-          month: '2-digit',
-          year: '2-digit'
-        }),
-        'Verwendungszweck': jtl.cVerwendungszweck || '',
-        'Buchungstext': 'JTL Transaction',
-        'Beguenstigter/Zahlungspflichtiger': jtl.cName || '',
-        'Kontonummer/IBAN': '',
-        'Betrag': jtl.fBetrag ? jtl.fBetrag.toString().replace('.', ',') : '0,00',
-        numericAmount: parseFloat(jtl.fBetrag) || 0,
-        parsedDate: new Date(jtl.dBuchungsdatum),
-        monthYear: timeRange,
-        hasJTL: true,
-        jtlId: jtl.kZahlungsabgleichUmsatz,
-        isFromCSV: false,
-        isJTLOnly: true,
-        pdfs: jtl.pdfs || [],
-        links: jtl.links || [],
-        kreditor: null,
-        hasKreditor: false
-      }));
+    // Since transactions are already filtered and joined with JTL data in SQL, 
+    // we don't need the complex post-processing logic anymore
 
     const summary = {
-      totalTransactions: filteredTransactions.length,
-      totalIncome: filteredTransactions
+      totalTransactions: transactions.length,
+      totalIncome: transactions
         .filter(t => t.numericAmount > 0)
         .reduce((sum, t) => sum + t.numericAmount, 0),
-      totalExpenses: filteredTransactions
+      totalExpenses: transactions
         .filter(t => t.numericAmount < 0)
         .reduce((sum, t) => sum + Math.abs(t.numericAmount), 0),
-      netAmount: filteredTransactions.reduce((sum, t) => sum + t.numericAmount, 0),
+      netAmount: transactions.reduce((sum, t) => sum + t.numericAmount, 0),
       timeRange: timeRange,
       jtlDatabaseAvailable: true,
-      jtlMatches: filteredTransactions.filter(t => t.hasJTL === true && t.isFromCSV).length,
-      jtlMissing: filteredTransactions.filter(t => t.hasJTL === false && t.isFromCSV).length,
-      jtlOnly: filteredTransactions.filter(t => t.isJTLOnly === true).length,
-      csvOnly: filteredTransactions.filter(t => t.hasJTL === false && t.isFromCSV).length
+      jtlMatches: transactions.filter(t => t.hasJTL === true && t.isFromCSV).length,
+      jtlMissing: transactions.filter(t => t.hasJTL === false && t.isFromCSV).length,
+      jtlOnly: transactions.filter(t => t.isJTLOnly === true).length,
+      csvOnly: transactions.filter(t => t.hasJTL === false && t.isFromCSV).length
     };
 
     res.json({ 
-      transactions: filteredTransactions,
+      transactions: transactions,
       summary
     });
   } catch (error) {

webpack.config.js

@@ -44,7 +44,7 @@ module.exports = {
     new HtmlWebpackPlugin({
       template: './client/public/index.html',
       templateParameters: {
-        REACT_APP_GOOGLE_CLIENT_ID: process.env.GOOGLE_CLIENT_ID || 'your_google_client_id_here',
+        REACT_APP_GOOGLE_CLIENT_ID: process.env.GOOGLE_CLIENT_ID,
       },
     }),
     new webpack.DefinePlugin({
@@ -75,7 +75,7 @@ module.exports = {
     },
     proxy: {
       '/api': {
-        target: 'http://localhost:5000',
+        target: 'http://localhost:5500',
         changeOrigin: true,
       },
     },

webpack.prod.config.js

@@ -85,7 +85,7 @@ module.exports = {
     },
     proxy: {
       '/api': {
-        target: 'http://localhost:5000',
+        target: 'http://localhost:5500',
         changeOrigin: true,
       },
     },
@@ -94,4 +94,4 @@ module.exports = {
     maxAssetSize: 512000,
     maxEntrypointSize: 512000,
   },
-}; 
+};