umsatzliste verbessert

R/contacts/contacts.R

@@ -1,8 +1,10 @@
 
 get_contact_choices <- function(conn) {
-  tbl(conn, "contacts") |>
+  contacts <- tbl(conn, "contacts") |>
     select(id, display_name) |>
     collect() |>
-    arrange(display_name) |>
-    (\(df) setNames(df$id, df$display_name))()
+    arrange(display_name) 
+  
+  choices <- setNames(as.character(contacts$id), contacts$display_name)
+  return(c("Kein Kontakt" = 0, choices))
 }

R/umsatz/bank_connections.R

@@ -15,7 +15,8 @@ read_hibiscus <- function(conn) {
       datum   = as.Date(datum),    # einfach as.Date reicht da Text "2023-12-25"
       valuta  = as.Date(valuta),
       gebucht = !is.na(posting_id)
-    )
+    ) %>%
+    filter(datum >= "2026-01-01")
 }
 
 # R/read_functions.R — Kontakt aus bank_connections auflösen

R/umsatz/module_umsatz.R

@@ -2,15 +2,20 @@ umsatzUI <- function(id) {
   ns <- NS(id)
   tagList(
     useShinyjs(),
+    # Sync-Button oben
     div(
       style = "display: flex; justify-content: flex-end; margin-bottom: 8px;",
       actionBttn(ns("sync"), "Sync Hibiscus",
         size = "xs", style = "minimal",
         icon = icon("rotate"), color = "primary")
     ),
-    reactableOutput(ns("umsatz_table")),
-    hr(),
-    uiOutput(ns("buchungs_panel"))
+    # Buchungspanel immer sichtbar unten
+    uiOutput(ns("buchungs_panel")),
+    # Tabelle mit begrenzter Höhe und Scroll
+    div(
+      style = "max-height: 70vh; overflow-y: auto;",
+      reactableOutput(ns("umsatz_table"))
+    )
   )
 }
 
@@ -18,7 +23,7 @@ umsatzServer <- function(id, conn, r_global) {
   moduleServer(id, function(input, output, session) {
     ns <- session$ns
     
-    # ── Daten ──────────────────────────────────────────────────────────────────
+    # ── Daten ----
     refresh    <- reactiveVal(0)
     zeige_alle <- reactiveVal(FALSE)
     
@@ -30,7 +35,7 @@ umsatzServer <- function(id, conn, r_global) {
     })
     
     
-    # ── Filter-Buttons ─────────────────────────────────────────────────────────
+    # ── Filter-Buttons ----
     observeEvent(input$filter_ungebucht, { zeige_alle(FALSE) })
     observeEvent(input$filter_alle,      { zeige_alle(TRUE)  })
     
@@ -55,6 +60,7 @@ umsatzServer <- function(id, conn, r_global) {
         striped       = TRUE,
         highlight     = TRUE,
         filterable    = TRUE,   # ← das reicht
+        pagination = F,
         selection     = "single",
         onClick       = "select",
         defaultSorted = list(valuta = "desc"),
@@ -110,34 +116,37 @@ umsatzServer <- function(id, conn, r_global) {
         tagList(
           h4("Buchen"),
           fluidRow(
-            column(6,
+            column(4,
               selectizeInput(ns("konto"), "Konto:",
                 choices  = get_account_choices(conn),
                 selected = 0,
                 width    = "100%")
             ),
-            column(6,
+            column(3,
               selectizeInput(ns("projekt"), "Projekt:",
                 choices  = get_project_choices(conn),
                 width    = "100%")
-            )
-          ),
-          fluidRow(
-            column(6,
+            ),
+            column(3,
               selectizeInput(ns("kontakt"), "Kontakt:",
                 choices  = get_contact_choices(conn),
                 selected = resolve_contact(conn, u$empfaenger_name, u$empfaenger_konto),
                 width    = "100%")
             ),
-            column(6,
-              br(),
-              actionBttn(ns("new_contact"), "Neuer Kontakt",
-                size = "xs", style = "minimal", icon = icon("plus"))
+            column(1,
+              div(style = "margin-top: 25px;",  # Label-Höhe ausgleichen
+                actionBttn(ns("new_contact"), "Neuer Kontakt",
+                  size = "xs", style = "minimal", icon = icon("plus"), color = "warning")
+              )
+            ),
+            column(1,
+              div(style = "margin-top: 25px;",
+                actionBttn(ns("buchen"), "Buchen",
+                  size = "sm", style = "minimal", color = "success",
+                  icon = icon("check"))
+              )
             )
-          ),
-          actionBttn(ns("buchen"), "Buchen",
-            size = "sm", style = "minimal", color = "success",
-            icon = icon("check"))
+          ) 
         )
       }
     })

global.R

@@ -5,6 +5,7 @@ library("shinyWidgets")
 library("DBI")
 library("RSQLite")
 library("dbx")
+library("RJDBC")
 library("shinydashboard")
 library("reactable")
 library("conflicted")
@@ -17,5 +18,6 @@ conflicts_prefer(dplyr::filter)
 
 conn <- dbConnect(RSQLite::SQLite(), "db/development.sqlite")
 sourceDirectory("R/")
+source("~/R/rfunc/fehler_add.R")