Gutschriften Phase 3a: Firmenstammdaten (Absender) fuer PDF/ZUGFeRD

Neues CompanyProfile-Modell (Einzel-Zeile) + Migration (IF NOT EXISTS): Firmenname, Anschrift, USt-IdNr, Steuernummer, Handelsregister, Geschaeftsfuehrer, Kontakt, IBAN/BIC/Bank. Fliesst spaeter in Gutschrift-PDF + ZUGFeRD-Verkaeuferdaten ein. Backend: Service (getOrCreate/update mit Feld-Whitelist), Controller, Routes GET/PUT /api/company-profile (settings:read/update), auditiert. Frontend: Settings-Seite 'Firmenstammdaten (Absender)' (/settings/company-profile) mit Firma/Anschrift, Steuer/Register, Kontakt/Bank. Typ + companyProfileApi + Menue-Eintrag. Phase 3b (PDF + ZUGFeRD-Erzeugung) folgt darauf auf. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-08-06 13:19:36 +02:00
parent 9e38cb32f0
commit 2c705272ea
11 changed files with 279 additions and 1 deletions
@@ -24,6 +24,7 @@ import ContractDurationList from './pages/settings/ContractDurationList';
 import ProviderList from './pages/settings/ProviderList';
 import ContractCategoryList from './pages/settings/ContractCategoryList';
 import CreditNoteNumberRange from './pages/settings/CreditNoteNumberRange';
+import CompanyProfileSettings from './pages/settings/CompanyProfileSettings';
 import ViewSettings from './pages/settings/ViewSettings';
 import PortalSettings from './pages/settings/PortalSettings';
 import DeadlineSettings from './pages/settings/DeadlineSettings';
@@ -224,6 +225,7 @@ function App() {
        <Route path="settings/providers" element={<ProviderList />} />
        <Route path="settings/contract-categories" element={<ContractCategoryList />} />
        <Route path="settings/credit-note-number-range" element={<CreditNoteNumberRange />} />
+        <Route path="settings/company-profile" element={<CompanyProfileSettings />} />
        <Route path="settings/view" element={<ViewSettings />} />
        <Route path="settings/portal" element={<PortalSettings />} />
        <Route path="settings/deadlines" element={<DeadlineSettings />} />
@@ -56,6 +56,13 @@ export default function Settings() {
      description: 'Präfix, Jahr und Zähler für die fortlaufende Nummerierung von Gutschriften.',
      show: hasPermission('settings:read'),
    },
+    {
+      to: '/settings/company-profile',
+      icon: Building2,
+      title: 'Firmenstammdaten (Absender)',
+      description: 'Absenderdaten für Gutschrift-PDF und ZUGFeRD (Name, Anschrift, USt-IdNr, Bank).',
+      show: hasPermission('settings:read'),
+    },
  ];

  return (
@@ -0,0 +1,120 @@
+import { useState, useEffect } from 'react';
+import { Link } from 'react-router-dom';
+import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
+import { ArrowLeft, Building2 } from 'lucide-react';
+import toast from 'react-hot-toast';
+import Button from '../../components/ui/Button';
+import Input from '../../components/ui/Input';
+import { companyProfileApi } from '../../services/api';
+import type { CompanyProfile } from '../../types';
+import { useAuth } from '../../context/AuthContext';
+
+type Form = Omit<CompanyProfile, 'id' | 'logoPath'>;
+
+const EMPTY: Form = {
+  name: '', street: '', houseNumber: '', postalCode: '', city: '', country: 'DE',
+  vatId: '', taxNumber: '', commercialRegister: '', managingDirector: '',
+  email: '', phone: '', website: '', iban: '', bic: '', bankName: '',
+};
+
+export default function CompanyProfileSettings() {
+  const { hasPermission } = useAuth();
+  const canEdit = hasPermission('settings:update');
+  const queryClient = useQueryClient();
+
+  const { data, isLoading } = useQuery({
+    queryKey: ['company-profile'],
+    queryFn: () => companyProfileApi.get(),
+  });
+
+  const [form, setForm] = useState<Form>(EMPTY);
+  const set = <K extends keyof Form>(k: K, v: Form[K]) => setForm((f) => ({ ...f, [k]: v }));
+
+  useEffect(() => {
+    if (data?.data) {
+      const { id, logoPath, ...rest } = data.data;
+      void id; void logoPath;
+      setForm({ ...EMPTY, ...rest });
+    }
+  }, [data]);
+
+  const saveMutation = useMutation({
+    mutationFn: () => companyProfileApi.update(form),
+    onSuccess: () => {
+      toast.success('Firmendaten gespeichert');
+      queryClient.invalidateQueries({ queryKey: ['company-profile'] });
+    },
+    onError: (err: Error) => toast.error(err.message || 'Speichern fehlgeschlagen'),
+  });
+
+  if (isLoading) return <div className="p-6 text-gray-500">Laden …</div>;
+
+  const field = (label: string, key: keyof Form, placeholder?: string) => (
+    <Input label={label} value={form[key]} onChange={(e) => set(key, e.target.value)} disabled={!canEdit} placeholder={placeholder} />
+  );
+
+  return (
+    <div className="max-w-3xl">
+      <Link to="/settings" className="inline-flex items-center gap-1 text-sm text-gray-500 hover:text-gray-700 mb-4">
+        <ArrowLeft className="w-4 h-4" /> Einstellungen
+      </Link>
+      <h1 className="text-2xl font-bold flex items-center gap-2 mb-1">
+        <Building2 className="w-6 h-6 text-blue-600" /> Firmenstammdaten (Absender)
+      </h1>
+      <p className="text-gray-500 mb-6">
+        Diese Daten erscheinen als Absender auf Gutschrift-PDFs und in der ZUGFeRD-E-Rechnung.
+      </p>
+
+      <div className="space-y-6">
+        <div className="bg-white rounded-lg shadow p-6 space-y-4">
+          <h2 className="font-semibold text-gray-800">Firma & Anschrift</h2>
+          {field('Firmenname', 'name', 'z.B. Hacker-Net Telekommunikation')}
+          <div className="grid grid-cols-1 md:grid-cols-3 gap-4">
+            <div className="md:col-span-2">{field('Straße', 'street')}</div>
+            {field('Hausnummer', 'houseNumber')}
+          </div>
+          <div className="grid grid-cols-1 md:grid-cols-3 gap-4">
+            {field('PLZ', 'postalCode')}
+            <div className="md:col-span-1">{field('Ort', 'city')}</div>
+            {field('Land (ISO-2)', 'country', 'DE')}
+          </div>
+          {field('Geschäftsführer/Inhaber', 'managingDirector')}
+        </div>
+
+        <div className="bg-white rounded-lg shadow p-6 space-y-4">
+          <h2 className="font-semibold text-gray-800">Steuer & Register</h2>
+          <div className="grid grid-cols-1 md:grid-cols-2 gap-4">
+            {field('USt-IdNr', 'vatId', 'DE123456789')}
+            {field('Steuernummer', 'taxNumber')}
+          </div>
+          {field('Handelsregister', 'commercialRegister', 'z.B. HRB 12345, Amtsgericht Oldenburg')}
+          <p className="text-xs text-gray-500">
+            Für ZUGFeRD an Firmenkunden mit USt ist die USt-IdNr erforderlich.
+          </p>
+        </div>
+
+        <div className="bg-white rounded-lg shadow p-6 space-y-4">
+          <h2 className="font-semibold text-gray-800">Kontakt & Bank</h2>
+          <div className="grid grid-cols-1 md:grid-cols-2 gap-4">
+            {field('E-Mail', 'email')}
+            {field('Telefon', 'phone')}
+          </div>
+          {field('Website', 'website')}
+          <div className="grid grid-cols-1 md:grid-cols-3 gap-4">
+            {field('IBAN', 'iban')}
+            {field('BIC', 'bic')}
+            {field('Bank', 'bankName')}
+          </div>
+        </div>
+
+        {canEdit && (
+          <div className="flex justify-end">
+            <Button onClick={() => saveMutation.mutate()} disabled={saveMutation.isPending}>
+              {saveMutation.isPending ? 'Speichern …' : 'Speichern'}
+            </Button>
+          </div>
+        )}
+      </div>
+    </div>
+  );
+}
@@ -1,5 +1,5 @@
 import axios from 'axios';
-import type { ApiResponse, Customer, Contract, ContractTask, ContractTaskSubtask, ContractTaskStatus, SalesPlatform, CancellationPeriod, ContractDuration, ContractCategory, Provider, Tariff, User, Address, BankCard, IdentityDocument, Meter, MeterReading, Invoice, Role, PortalSettings, CustomerRepresentative, CustomerSummary, CustomerReferrals, CreditNote, CreditNoteDefaults, CreditNoteNumberRange, ContractHistoryEntry, AuditLog, AuditSensitivity, AuditRetentionPolicy, CustomerConsent, ConsentType, ConsentStatus, DataDeletionRequest, DeletionRequestStatus, GDPRDashboardStats, RepresentativeAuthorization } from '../types';
+import type { ApiResponse, Customer, Contract, ContractTask, ContractTaskSubtask, ContractTaskStatus, SalesPlatform, CancellationPeriod, ContractDuration, ContractCategory, Provider, Tariff, User, Address, BankCard, IdentityDocument, Meter, MeterReading, Invoice, Role, PortalSettings, CustomerRepresentative, CustomerSummary, CustomerReferrals, CreditNote, CreditNoteDefaults, CreditNoteNumberRange, CompanyProfile, ContractHistoryEntry, AuditLog, AuditSensitivity, AuditRetentionPolicy, CustomerConsent, ConsentType, ConsentStatus, DataDeletionRequest, DeletionRequestStatus, GDPRDashboardStats, RepresentativeAuthorization } from '../types';

 // ============================================================================
 // In-Memory-Token-Store
@@ -263,6 +263,18 @@ export const referralApi = {
  },
 };

+// Firmenstammdaten (Absender für Gutschrift-PDF/ZUGFeRD)
+export const companyProfileApi = {
+  get: async () => {
+    const res = await api.get<ApiResponse<CompanyProfile>>('/company-profile');
+    return res.data;
+  },
+  update: async (payload: Partial<CompanyProfile>) => {
+    const res = await api.put<ApiResponse<CompanyProfile>>('/company-profile', payload);
+    return res.data;
+  },
+};
+
 // Gutschriften (Subventionen am Vertrag)
 export const creditNoteApi = {
  listByContract: async (contractId: number) => {
@@ -107,6 +107,27 @@ export interface CreditNoteNumberRange {
  preview?: string;
 }

+export interface CompanyProfile {
+  id: number;
+  name: string;
+  street: string;
+  houseNumber: string;
+  postalCode: string;
+  city: string;
+  country: string;
+  vatId: string;
+  taxNumber: string;
+  commercialRegister: string;
+  managingDirector: string;
+  email: string;
+  phone: string;
+  website: string;
+  iban: string;
+  bic: string;
+  bankName: string;
+  logoPath?: string | null;
+}
+
 export interface RepresentativeAuthorization {
  id: number;
  customerId: number;