feat: implement Freigabesystem for payment approval workflow

Adds a dedicated approval view for PM_Freigabe users to release documents for payment by setting Paperless custom field 15 to a predefined value. - Backend: VIEW_FREIGABE permission mapped to PM_Freigabe OIDC group - Backend: FreigabeErforderlich flag on DocumentType entity (auto-migrated) - Backend: FreigabeModule with endpoints to list documents, fetch field options dynamically from Paperless, and set the approval custom field - Frontend: /freigabe route with filter (default: nicht freigegeben), paginated table, and modal to select approval value - Frontend: Settings checkbox to mark document types as requiring approval - Frontend: Freigabe menu item visible only to PM_Freigabe/PM_Admin users Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-25 21:54:09 +02:00
parent 72d199fb3a
commit 37ffc6c13b
13 changed files with 438 additions and 0 deletions
@@ -19,6 +19,7 @@ import { InboxPostprocessorModule } from './inbox-postprocessor/inbox-postproces
 import { UserSettingsModule } from './user-settings/user-settings.module';
 import { LabelPrintAgentModule } from './label-print-agent/label-print-agent.module';
 import { AgrarmonitorModule } from './agrarmonitor/agrarmonitor.module';
+import { FreigabeModule } from './freigabe/freigabe.module';
 import * as path from 'path';

@Module({
@@ -49,6 +50,7 @@ import * as path from 'path';
    UserSettingsModule,
    LabelPrintAgentModule,
    AgrarmonitorModule,
+    FreigabeModule,
  ],
 })
 export class AppModule {}
@@ -5,6 +5,7 @@ export const Permission = {
  VIEW_INBOX: 'VIEW_INBOX',
  VIEW_SCANNER: 'VIEW_SCANNER',
  MANAGE_SETTINGS: 'MANAGE_SETTINGS',
+  VIEW_FREIGABE: 'VIEW_FREIGABE',
 } as const;

 export type Permission = typeof Permission[keyof typeof Permission];
@@ -23,6 +24,7 @@ export function mapGroupsToPermissions(groups: string[] | undefined | null): Per
    permissions.add(Permission.VIEW_INBOX);
    permissions.add(Permission.VIEW_SCANNER);
    permissions.add(Permission.MANAGE_SETTINGS);
+    permissions.add(Permission.VIEW_FREIGABE);
    return Array.from(permissions);
  }

@@ -30,6 +32,7 @@ export function mapGroupsToPermissions(groups: string[] | undefined | null): Per
  if (groups.includes('PM_Maileingang')) permissions.add(Permission.VIEW_MAIL);
  if (groups.includes('PM_Posteingang')) permissions.add(Permission.VIEW_INBOX);
  if (groups.includes('PM_Scanner')) permissions.add(Permission.VIEW_SCANNER);
+  if (groups.includes('PM_Freigabe')) permissions.add(Permission.VIEW_FREIGABE);

  return Array.from(permissions);
 }
@@ -16,4 +16,7 @@ export class DocumentType {

  @Column({ type: 'int', nullable: true })
  TagReady!: number | null;
+
+  @Column({ type: 'tinyint', width: 1, nullable: true, default: null })
+  FreigabeErforderlich!: boolean | null;
 }
@@ -0,0 +1,36 @@
+import { Controller, Get, Put, Param, Body, Query } from '@nestjs/common';
+import { RequirePermissions } from '../auth/permissions.decorator';
+import { Permission } from '../auth/permissions.enum';
+import { FreigabeService } from './freigabe.service';
+
+@Controller('api/freigabe')
+@RequirePermissions(Permission.VIEW_FREIGABE)
+export class FreigabeController {
+  constructor(private readonly freigabeService: FreigabeService) {}
+
+  @Get('documents')
+  getDocuments(
+    @Query('page') page = '1',
+    @Query('pageSize') pageSize = '25',
+    @Query('nurNichtFreigegeben') nurNichtFreigegeben = 'true',
+  ) {
+    return this.freigabeService.getFreigabeDocuments(
+      parseInt(page, 10),
+      Math.min(parseInt(pageSize, 10), 100),
+      nurNichtFreigegeben !== 'false',
+    );
+  }
+
+  @Put('documents/:id/freigabe')
+  setFreigabe(
+    @Param('id') id: string,
+    @Body('value') value: string | null,
+  ) {
+    return this.freigabeService.setFreigabe(parseInt(id, 10), value ?? null);
+  }
+
+  @Get('options')
+  getOptions() {
+    return this.freigabeService.getFreigabeOptions();
+  }
+}
@@ -0,0 +1,16 @@
+import { Module } from '@nestjs/common';
+import { TypeOrmModule } from '@nestjs/typeorm';
+import { DocumentType } from '../database/entities/document-type.entity';
+import { PaperlessModule } from '../paperless/paperless.module';
+import { FreigabeController } from './freigabe.controller';
+import { FreigabeService } from './freigabe.service';
+
+@Module({
+  imports: [
+    TypeOrmModule.forFeature([DocumentType]),
+    PaperlessModule,
+  ],
+  controllers: [FreigabeController],
+  providers: [FreigabeService],
+})
+export class FreigabeModule {}
@@ -0,0 +1,106 @@
+import { Injectable, Logger } from '@nestjs/common';
+import { InjectRepository } from '@nestjs/typeorm';
+import { Repository } from 'typeorm';
+import { DocumentType } from '../database/entities/document-type.entity';
+import { PaperlessService } from '../paperless/paperless.service';
+
+const FREIGABE_FIELD_ID = 15;
+
+@Injectable()
+export class FreigabeService {
+  private readonly logger = new Logger(FreigabeService.name);
+
+  constructor(
+    @InjectRepository(DocumentType)
+    private readonly documentTypeRepo: Repository<DocumentType>,
+    private readonly paperlessService: PaperlessService,
+  ) {}
+
+  async getFreigabeDocuments(page: number, pageSize: number, nurNichtFreigegeben: boolean) {
+    const docTypes = await this.documentTypeRepo.find({
+      where: { FreigabeErforderlich: true as any },
+    });
+
+    if (docTypes.length === 0) {
+      return { count: 0, results: [] };
+    }
+
+    const docTypeIds = docTypes.map((dt) => dt.DocumentTypeId).join(',');
+
+    const params: Record<string, any> = {
+      page,
+      page_size: pageSize,
+      document_type__id__in: docTypeIds,
+      ordering: '-created',
+      truncate_content: true,
+    };
+
+    if (nurNichtFreigegeben) {
+      // Filter für Belege, bei denen Custom Field 15 nicht gesetzt ist
+      params[`custom_fields__field_id`] = FREIGABE_FIELD_ID;
+      params[`custom_fields__value__isnull`] = true;
+    }
+
+    try {
+      const result = await this.paperlessService.getDocuments(params);
+      return result;
+    } catch (err: any) {
+      // Fallback: Paperless unterstützt den custom_fields-Filter möglicherweise nicht
+      // In diesem Fall alle Belege laden und client-seitig filtern
+      this.logger.warn('custom_fields Filter nicht unterstützt, lade alle Belege und filtere lokal');
+      const fallbackParams: Record<string, any> = {
+        page: 1,
+        page_size: 9999,
+        document_type__id__in: docTypeIds,
+        ordering: '-created',
+        truncate_content: true,
+      };
+      const allDocs = await this.paperlessService.getDocuments(fallbackParams);
+      const results: any[] = allDocs.results ?? [];
+
+      if (nurNichtFreigegeben) {
+        const filtered = results.filter((doc: any) => {
+          const cf = (doc.custom_fields ?? []).find((f: any) => f.field === FREIGABE_FIELD_ID);
+          return !cf || cf.value === null || cf.value === '' || cf.value === undefined;
+        });
+        const start = (page - 1) * pageSize;
+        return {
+          count: filtered.length,
+          results: filtered.slice(start, start + pageSize),
+        };
+      }
+
+      const start = (page - 1) * pageSize;
+      return {
+        count: results.length,
+        results: results.slice(start, start + pageSize),
+      };
+    }
+  }
+
+  async setFreigabe(documentId: number, value: string | null) {
+    const doc = await this.paperlessService.getDocument(documentId);
+    const customFields: any[] = [...(doc.custom_fields ?? [])];
+
+    const existing = customFields.find((f: any) => f.field === FREIGABE_FIELD_ID);
+    if (existing) {
+      existing.value = value;
+    } else if (value !== null && value !== '') {
+      customFields.push({ field: FREIGABE_FIELD_ID, value });
+    }
+
+    await this.paperlessService.updateDocument(documentId, { custom_fields: customFields });
+    return { success: true };
+  }
+
+  async getFreigabeOptions(): Promise<{ id: string; label: string }[]> {
+    const fields = await this.paperlessService.getCustomFields();
+    const field = (fields as any[]).find((f: any) => f.id === FREIGABE_FIELD_ID);
+    if (!field) return [];
+
+    const options: string[] = field.extra_data?.select_options ?? [];
+    return options
+      .filter((o) => o !== null && o !== undefined && o !== '')
+      .map((o) => ({ id: o, label: o }));
+  }
+}
@@ -20,6 +20,7 @@ const SettingsPage = lazy(() => import('./pages/SettingsPage'));
 const UserSettingsPage = lazy(() => import('./pages/UserSettingsPage'));
 const LoginPage = lazy(() => import('./pages/LoginPage'));
 const DashboardPage = lazy(() => import('./pages/DashboardPage'));
+const FreigabePage = lazy(() => import('./pages/FreigabePage'));
 import { Permission } from './auth/permissions';

 function UnauthorizedPage() {
@@ -131,6 +132,7 @@ function ThemedApp() {
                  <Route path="/mailpostfach" element={<PermissionRoute permission={Permission.VIEW_MAIL}><MailpostfachPage /></PermissionRoute>} />
                  <Route path="/mailpostfach/:id" element={<PermissionRoute permission={Permission.VIEW_MAIL}><MailDetailPage /></PermissionRoute>} />
                  <Route path="/settings" element={<PermissionRoute permission={Permission.MANAGE_SETTINGS}><SettingsPage /></PermissionRoute>} />
+                  <Route path="/freigabe" element={<PermissionRoute permission={Permission.VIEW_FREIGABE}><FreigabePage /></PermissionRoute>} />
                  <Route path="/user-settings" element={<UserSettingsPage />} />
                </Route>
              </Routes>
@@ -0,0 +1,40 @@
+import api from './client';
+
+export interface FreigabeDocument {
+  id: number;
+  title: string;
+  created: string;
+  created_date: string;
+  correspondent: number | null;
+  document_type: number | null;
+  archive_serial_number: number | null;
+  tags: number[];
+  custom_fields: { field: number; value: any }[];
+}
+
+export interface FreigabeOption {
+  id: string;
+  label: string;
+}
+
+export interface FreigabeResult {
+  count: number;
+  results: FreigabeDocument[];
+}
+
+export const freigabeApi = {
+  getDocuments: (page = 1, pageSize = 25, nurNichtFreigegeben = true) =>
+    api
+      .get<FreigabeResult>('/api/freigabe/documents', {
+        params: { page, pageSize, nurNichtFreigegeben },
+      })
+      .then((r) => r.data),
+
+  setFreigabe: (docId: number, value: string | null) =>
+    api
+      .put<{ success: boolean }>(`/api/freigabe/documents/${docId}/freigabe`, { value })
+      .then((r) => r.data),
+
+  getOptions: () =>
+    api.get<FreigabeOption[]>('/api/freigabe/options').then((r) => r.data),
+};
@@ -6,6 +6,7 @@ export interface SettingDocType {
  TitelTemplate: string;
  TagNotReady: number | null;
  TagReady: number | null;
+  FreigabeErforderlich?: boolean | null;
 }

 export interface SettingDocField {
@@ -5,6 +5,7 @@ export const Permission = {
  VIEW_INBOX: 'VIEW_INBOX',
  VIEW_SCANNER: 'VIEW_SCANNER',
  MANAGE_SETTINGS: 'MANAGE_SETTINGS',
+  VIEW_FREIGABE: 'VIEW_FREIGABE',
 } as const;

 export type Permission = typeof Permission[keyof typeof Permission];
@@ -24,6 +25,7 @@ export function mapGroupsToPermissions(groups: string[] | undefined | null): Per
    permissions.add(Permission.VIEW_INBOX);
    permissions.add(Permission.VIEW_SCANNER);
    permissions.add(Permission.MANAGE_SETTINGS);
+    permissions.add(Permission.VIEW_FREIGABE);
    return Array.from(permissions);
  }

@@ -39,6 +41,9 @@ export function mapGroupsToPermissions(groups: string[] | undefined | null): Per
  if (groups.includes('PM_Scanner')) {
    permissions.add(Permission.VIEW_SCANNER);
  }
+  if (groups.includes('PM_Freigabe')) {
+    permissions.add(Permission.VIEW_FREIGABE);
+  }

  return Array.from(permissions);
 }
@@ -13,6 +13,7 @@ import {
  MoonOutlined,
  AppstoreOutlined,
  GlobalOutlined,
+  CheckCircleOutlined,
 } from '@ant-design/icons';
 import { useAuth } from '../auth/AuthContext';
 import { useTheme } from '../theme/ThemeContext';
@@ -38,6 +39,7 @@ const allMenuItems: MenuItemDef[] = [
  { key: '/manuell', icon: <EditOutlined />, label: 'Manuell bearbeiten', permission: Permission.PROCESS_MANUALLY, countKey: 'manuell' },
  { key: '/mailpostfach', icon: <MailOutlined />, label: 'Mailpostfach', permission: Permission.VIEW_MAIL, countKey: 'mailpostfach' },
  { key: 'agrarmonitor', icon: <GlobalOutlined />, label: 'In Agrarmonitor', permission: Permission.PROCESS_MANUALLY, countKey: 'agrarmonitor', externalUrl: 'https://admin7.agrarmonitor.de/dateien/eingang#dateien' },
+  { key: '/freigabe', icon: <CheckCircleOutlined />, label: 'Freigabe', permission: Permission.VIEW_FREIGABE },
  { key: '/settings', icon: <SettingOutlined />, label: 'Einstellungen', permission: Permission.MANAGE_SETTINGS },
 ];

@@ -0,0 +1,213 @@
+import { useEffect, useState, useCallback } from 'react';
+import {
+  Table, Typography, Tag, Button, Modal, Select, message, Space, Radio,
+} from 'antd';
+import { CheckCircleOutlined } from '@ant-design/icons';
+import type { ColumnsType } from 'antd/es/table';
+import dayjs from 'dayjs';
+import { freigabeApi, type FreigabeDocument, type FreigabeOption } from '../api/freigabe';
+import { paperlessApi, type PaperlessDocType, type PaperlessCorrespondent } from '../api/paperless';
+
+const { Title } = Typography;
+const FREIGABE_FIELD_ID = 15;
+
+export default function FreigabePage() {
+  const [data, setData] = useState<FreigabeDocument[]>([]);
+  const [total, setTotal] = useState(0);
+  const [loading, setLoading] = useState(false);
+  const [page, setPage] = useState(1);
+  const [pageSize, setPageSize] = useState(25);
+  const [nurNichtFreigegeben, setNurNichtFreigegeben] = useState(true);
+
+  const [docTypes, setDocTypes] = useState<PaperlessDocType[]>([]);
+  const [correspondents, setCorrespondents] = useState<PaperlessCorrespondent[]>([]);
+  const [freigabeOptions, setFreigabeOptions] = useState<FreigabeOption[]>([]);
+
+  const [selectedDoc, setSelectedDoc] = useState<FreigabeDocument | null>(null);
+  const [modalOpen, setModalOpen] = useState(false);
+  const [selectedValue, setSelectedValue] = useState<string | null>(null);
+  const [saving, setSaving] = useState(false);
+
+  useEffect(() => {
+    Promise.all([
+      paperlessApi.getDocumentTypes(),
+      paperlessApi.getCorrespondents(),
+      freigabeApi.getOptions(),
+    ]).then(([dts, corrs, opts]) => {
+      setDocTypes(dts);
+      setCorrespondents(corrs);
+      setFreigabeOptions(opts);
+    });
+  }, []);
+
+  const fetchData = useCallback(async () => {
+    setLoading(true);
+    try {
+      const result = await freigabeApi.getDocuments(page, pageSize, nurNichtFreigegeben);
+      setData(result.results ?? []);
+      setTotal(result.count ?? 0);
+    } catch {
+      message.error('Fehler beim Laden der Belege');
+    } finally {
+      setLoading(false);
+    }
+  }, [page, pageSize, nurNichtFreigegeben]);
+
+  useEffect(() => {
+    fetchData();
+  }, [fetchData]);
+
+  const getDocTypeName = (id: number | null) => {
+    if (!id) return '—';
+    return docTypes.find((d) => d.id === id)?.name ?? String(id);
+  };
+
+  const getCorrespondentName = (id: number | null) => {
+    if (!id) return '—';
+    return correspondents.find((c) => c.id === id)?.name ?? String(id);
+  };
+
+  const getFreigabeValue = (doc: FreigabeDocument) => {
+    const cf = doc.custom_fields?.find((f) => f.field === FREIGABE_FIELD_ID);
+    if (!cf || cf.value === null || cf.value === '' || cf.value === undefined) {
+      return <Tag color="warning">Nicht gesetzt</Tag>;
+    }
+    const opt = freigabeOptions.find((o) => String(o.id) === String(cf.value));
+    return <Tag color="success">{opt?.label ?? String(cf.value)}</Tag>;
+  };
+
+  const openModal = (doc: FreigabeDocument) => {
+    const cf = doc.custom_fields?.find((f) => f.field === FREIGABE_FIELD_ID);
+    setSelectedDoc(doc);
+    setSelectedValue(cf?.value ?? null);
+    setModalOpen(true);
+  };
+
+  const handleFreigabe = async () => {
+    if (!selectedDoc) return;
+    setSaving(true);
+    try {
+      await freigabeApi.setFreigabe(selectedDoc.id, selectedValue);
+      message.success('Freigabe gesetzt');
+      setModalOpen(false);
+      setSelectedDoc(null);
+      fetchData();
+    } catch {
+      message.error('Fehler beim Speichern der Freigabe');
+    } finally {
+      setSaving(false);
+    }
+  };
+
+  const columns: ColumnsType<FreigabeDocument> = [
+    {
+      title: 'Dokumenttyp',
+      dataIndex: 'document_type',
+      key: 'doctype',
+      render: getDocTypeName,
+    },
+    {
+      title: 'Titel',
+      dataIndex: 'title',
+      key: 'title',
+      ellipsis: true,
+    },
+    {
+      title: 'Erstellt',
+      dataIndex: 'created_date',
+      key: 'created',
+      width: 110,
+      render: (v: string) => v ? dayjs(v).format('DD.MM.YYYY') : '—',
+    },
+    {
+      title: 'Absender',
+      dataIndex: 'correspondent',
+      key: 'correspondent',
+      render: getCorrespondentName,
+    },
+    {
+      title: 'Freigabe',
+      key: 'freigabe',
+      width: 140,
+      render: (_, doc) => getFreigabeValue(doc),
+    },
+    {
+      title: '',
+      key: 'action',
+      width: 130,
+      render: (_, doc) => (
+        <Button
+          icon={<CheckCircleOutlined />}
+          size="small"
+          type="primary"
+          onClick={() => openModal(doc)}
+        >
+          Freigabe setzen
+        </Button>
+      ),
+    },
+  ];
+
+  return (
+    <>
+      <Title level={4} style={{ marginTop: 0, marginBottom: 16 }}>Freigabe</Title>
+
+      <Space style={{ marginBottom: 16 }}>
+        <Radio.Group
+          value={nurNichtFreigegeben}
+          onChange={(e) => {
+            setPage(1);
+            setNurNichtFreigegeben(e.target.value);
+          }}
+          optionType="button"
+          buttonStyle="solid"
+        >
+          <Radio.Button value={true}>Nicht freigegeben</Radio.Button>
+          <Radio.Button value={false}>Alle</Radio.Button>
+        </Radio.Group>
+      </Space>
+
+      <Table<FreigabeDocument>
+        dataSource={data}
+        columns={columns}
+        rowKey="id"
+        loading={loading}
+        size="small"
+        pagination={{
+          current: page,
+          pageSize,
+          total,
+          showSizeChanger: true,
+          pageSizeOptions: ['25', '50', '100'],
+          onChange: (p, ps) => {
+            setPage(p);
+            setPageSize(ps);
+          },
+          showTotal: (t) => `${t} Belege`,
+        }}
+      />
+
+      <Modal
+        title="Freigabe setzen"
+        open={modalOpen}
+        onOk={handleFreigabe}
+        onCancel={() => { setModalOpen(false); setSelectedDoc(null); }}
+        okText="Speichern"
+        cancelText="Abbrechen"
+        confirmLoading={saving}
+      >
+        <p style={{ marginBottom: 12 }}>
+          <strong>{selectedDoc?.title}</strong>
+        </p>
+        <Select
+          style={{ width: '100%' }}
+          placeholder="Freigabe-Status wählen"
+          allowClear
+          value={selectedValue ?? undefined}
+          onChange={(v) => setSelectedValue(v ?? null)}
+          options={freigabeOptions.map((o) => ({ value: o.id, label: o.label }))}
+        />
+      </Modal>
+    </>
+  );
+}
@@ -579,6 +579,12 @@ function DocTypesTab() {
    { title: 'Titel-Template', dataIndex: 'TitelTemplate', key: 'template', ellipsis: true },
    { title: 'Tag (nicht bereit)', dataIndex: 'TagNotReady', key: 'tagNR', render: getTagName },
    { title: 'Tag (bereit)', dataIndex: 'TagReady', key: 'tagR', render: getTagName },
+    {
+      title: 'Freigabe erf.',
+      dataIndex: 'FreigabeErforderlich',
+      key: 'freigabe',
+      render: (v: boolean | null) => v ? <Tag color="blue">Ja</Tag> : '—',
+    },
    {
      title: '',
      key: 'actions',
@@ -624,6 +630,9 @@ function DocTypesTab() {
              {tags.map(t => <Select.Option key={t.id} value={t.id}>{t.name}</Select.Option>)}
            </Select>
          </Form.Item>
+          <Form.Item name="FreigabeErforderlich" valuePropName="checked" label="Freigabe erforderlich">
+            <Checkbox />
+          </Form.Item>
        </Form>
        
        {editing && (