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>
This commit is contained in:
2026-08-06 13:19:36 +02:00
co-authored by Claude Opus 4.8
parent 9e38cb32f0
commit 2c705272ea
11 changed files with 279 additions and 1 deletions
+7
View File
@@ -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>
);
}