feat: implement two-step Freigabe→Zahlung workflow

Adds a payment step after document approval: PM_Freigabe approves
(Field 15 = "freigegeben"), then PM_Zahlung can mark as paid (Field 16).

- Backend: VIEW_ZAHLUNG permission mapped to PM_Zahlung OIDC group
- Backend: ZahlungModule with endpoints to list documents by filter
  (ausstehend/freigegeben/alle), set Field 16, fetch options from Paperless
- Backend: setZahlung() throws ForbiddenException if Field 15 ≠ "freigegeben"
- Frontend: /zahlung route with 3-way filter, two status columns (Freigabe + Zahlung)
- Frontend: "Zahlung verbuchen" button disabled with tooltip for non-approved docs
- Frontend: Zahlung menu item with EuroOutlined icon

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-06-18 21:29:50 +02:00
parent 969f0ae0b1
commit 4d05a94681
10 changed files with 471 additions and 0 deletions
@@ -0,0 +1,244 @@
import { useEffect, useState, useCallback } from 'react';
import { Table, Typography, Tag, Button, Modal, Select, message, Space, Radio, Tooltip } from 'antd';
import { EuroOutlined } from '@ant-design/icons';
import type { ColumnsType } from 'antd/es/table';
import dayjs from 'dayjs';
import { zahlungApi, type ZahlungDocument, type ZahlungOption, type ZahlungFilter } from '../api/zahlung';
import { paperlessApi, type PaperlessDocType, type PaperlessCorrespondent } from '../api/paperless';
const { Title } = Typography;
const FREIGABE_FIELD_ID = 15;
const ZAHLUNG_FIELD_ID = 16;
const FREIGABE_WERT_FREIGEGEBEN = 'freigegeben';
export default function ZahlungPage() {
const [data, setData] = useState<ZahlungDocument[]>([]);
const [total, setTotal] = useState(0);
const [loading, setLoading] = useState(false);
const [page, setPage] = useState(1);
const [pageSize, setPageSize] = useState(25);
const [filter, setFilter] = useState<ZahlungFilter>('ausstehend');
const [docTypes, setDocTypes] = useState<PaperlessDocType[]>([]);
const [correspondents, setCorrespondents] = useState<PaperlessCorrespondent[]>([]);
const [zahlungOptions, setZahlungOptions] = useState<ZahlungOption[]>([]);
const [selectedDoc, setSelectedDoc] = useState<ZahlungDocument | 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(),
zahlungApi.getOptions(),
]).then(([dts, corrs, opts]) => {
setDocTypes(dts);
setCorrespondents(corrs);
setZahlungOptions(opts);
});
}, []);
const fetchData = useCallback(async () => {
setLoading(true);
try {
const result = await zahlungApi.getDocuments(page, pageSize, filter);
setData(result.results ?? []);
setTotal(result.count ?? 0);
} catch {
message.error('Fehler beim Laden der Belege');
} finally {
setLoading(false);
}
}, [page, pageSize, filter]);
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 toCfString = (value: any): string | null => {
if (value === null || value === undefined || value === '') return null;
if (typeof value === 'object') return String(value?.id ?? value?.value ?? value?.label ?? '') || null;
return String(value);
};
const getCfValue = (doc: ZahlungDocument, fieldId: number) => {
const cf = doc.custom_fields?.find((f) => f.field === fieldId);
return toCfString(cf?.value);
};
const renderFreigabeTag = (doc: ZahlungDocument) => {
const val = getCfValue(doc, FREIGABE_FIELD_ID);
if (!val) return <Tag color="default">Nicht gesetzt</Tag>;
if (val === FREIGABE_WERT_FREIGEGEBEN) return <Tag color="success">Freigegeben</Tag>;
return <Tag color="warning">{val}</Tag>;
};
const renderZahlungTag = (doc: ZahlungDocument) => {
const val = getCfValue(doc, ZAHLUNG_FIELD_ID);
if (!val) return <Tag color="default">Nicht gesetzt</Tag>;
const opt = zahlungOptions.find((o) => o.id === val);
return <Tag color="blue">{opt?.label ?? val}</Tag>;
};
const istFreigegeben = (doc: ZahlungDocument) =>
getCfValue(doc, FREIGABE_FIELD_ID) === FREIGABE_WERT_FREIGEGEBEN;
const openModal = (doc: ZahlungDocument) => {
setSelectedDoc(doc);
setSelectedValue(getCfValue(doc, ZAHLUNG_FIELD_ID));
setModalOpen(true);
};
const handleZahlung = async () => {
if (!selectedDoc) return;
setSaving(true);
try {
await zahlungApi.setZahlung(selectedDoc.id, selectedValue);
message.success('Zahlung gesetzt');
setModalOpen(false);
setSelectedDoc(null);
fetchData();
} catch {
message.error('Fehler beim Speichern der Zahlung');
} finally {
setSaving(false);
}
};
const columns: ColumnsType<ZahlungDocument> = [
{
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: 130,
render: (_, doc) => renderFreigabeTag(doc),
},
{
title: 'Zahlung',
key: 'zahlung',
width: 130,
render: (_, doc) => renderZahlungTag(doc),
},
{
title: '',
key: 'action',
width: 150,
render: (_, doc) => {
const freigegeben = istFreigegeben(doc);
return (
<Tooltip title={!freigegeben ? 'Beleg muss zuerst freigegeben werden' : undefined}>
<Button
icon={<EuroOutlined />}
size="small"
type="primary"
disabled={!freigegeben}
onClick={() => openModal(doc)}
>
Zahlung verbuchen
</Button>
</Tooltip>
);
},
},
];
return (
<>
<Title level={4} style={{ marginTop: 0, marginBottom: 16 }}>Zahlung</Title>
<Space style={{ marginBottom: 16 }}>
<Radio.Group
value={filter}
onChange={(e) => {
setPage(1);
setFilter(e.target.value);
}}
optionType="button"
buttonStyle="solid"
>
<Radio.Button value="ausstehend">Freigegeben, noch nicht bezahlt</Radio.Button>
<Radio.Button value="freigegeben">Alle freigegebenen</Radio.Button>
<Radio.Button value="alle">Alle</Radio.Button>
</Radio.Group>
</Space>
<Table<ZahlungDocument>
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="Zahlung verbuchen"
open={modalOpen}
onOk={handleZahlung}
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="Zahlungsstatus wählen"
allowClear
value={selectedValue ?? undefined}
onChange={(v) => setSelectedValue(v ?? null)}
options={zahlungOptions.map((o) => ({ value: o.id, label: o.label }))}
/>
</Modal>
</>
);
}