Gegenbuchungen unter Haupttabelle, speichern angefangen.

R/_funktionen/f_table.R

@@ -1,5 +1,5 @@
 f_reactable <- function(daten, coldefs = NULL, selection = "single", 
-  defaultSelected = NULL, hoehe = NULL, highlight_valuta = NULL) {
+  defaultSelected = NULL, hoehe = NULL, highlight_valuta = NULL, filterable = T) {
   reactable(
     daten,
     selection = selection,
@@ -7,7 +7,8 @@ f_reactable <- function(daten, coldefs = NULL, selection = "single",
     pagination = F,
     defaultPageSize = 17,
     showPageSizeOptions = TRUE,
-    filterable = TRUE,
+    defaultSorted = list(valuta = "desc"),
+    filterable = filterable,
     highlight = TRUE,
     height = hoehe,            # <--- FIXIERT DEN HEADER und macht den Body scrollbar
     bordered = TRUE,

R/accounts/accounts_tab.R

@@ -80,7 +80,6 @@ accountsServer <- function(id, conn, r_global) {
     # ── Gewähltes Konto ────────────────────────────────────────────────────────
     selected_name <- reactive({
       sel <- get_selected(input$account_tree, format = "names")
-      cat("raw selected:", paste(sel, collapse=", "), "\n")
       if (length(sel) == 0) return(NULL)
       name <- sub(" \\(\\d+\\)$", "", sel[[1]])
       cat("cleaned name:", name, "\n")

R/contacts/module_contacts.R

@@ -44,7 +44,7 @@ contactsUI <- function(id) {
         ),
         fluidRow(
           column(4,     actionBttn(ns("add"), "Neu", size = "sm", style = "material-flat", color = "warning", icon = icon("plus"), block = T)),
-          column(4,     actionBttn(ns("del"), "Löschen", size = "sm", style = "material-flat", color = "danger", icon = icon("thrash"), block = T)),
+          column(4,     actionBttn(ns("del"), "Löschen", size = "sm", style = "material-flat", color = "danger", icon = icon("trash"), block = T)),
           column(4,     actionBttn(ns("save"), "Speichern", size = "sm", style = "material-flat", color = "success", icon = icon("floppy-disk"), block = T)),
         ),
         br(),
@@ -119,6 +119,7 @@ contactsServer <- function(id, conn, r_global) {
             valuta = colDef(name = "Wertstellung", minWidth = 80),
             account_name  = colDef( name = "Konto", minWidth = 150    ),
             projektname = colDef(name = "Projekt",      minWidth = 150),
+            
             amount = colDef(name = "Betrag",      minWidth = 150)
           )
         )

R/postings/buchungen.R

@@ -35,6 +35,11 @@ read_posting <- function(conn, id){
   dbxSelect(conn, paste0("SELECT * FROM postings WHERE id =", id))
 }
 
+read_buch_entries <- function(conn, idwert){
+  dbxSelect(conn, paste0("SELECT id, entry_id, valuta, account_id, project_id, amount FROM postings WHERE entry_id=", idwert))
+  
+}
+
 
 coldef_entries_tabelle <- 
   list(

R/postings/buchungen_mod.R

@@ -5,22 +5,46 @@ buchungenUI <- function(id) {
   tagList(
     useShinyjs(), 
     h3("Hauptbuchungen"),
-    reactableOutput(ns("buchungen_table")),
+    fluidRow(
-    hr(),
+      column(8, reactableOutput(ns("buchungen_table")),
-    h3("Details / Gegenbuchungen"),
+        hr(),
-    reactableOutput(ns("details_table")),
+        h3("Details / Gegenbuchungen"),
-    h3("Anhänge"),
+        uiOutput(ns("details_table")) ,
-    uiOutput(ns("attachments_ui")),
+        
-    fileInput(ns("anhang"), NULL, multiple = TRUE, 
+        
-      accept = c(".pdf", ".jpg", ".png", ".xlsx", ".docx"),
+        ),
-      width = "100%"),
+      
-    br(),
+      column(4, 
-    actionBttn(ns("add_trans"), "Transaktion hinzu", size = "sm", style = "material-flat", color = "warning"),
+        selectizeInput(ns("contact"), label = "Kontakt", choices = get_contact_choices(conn), 
-    actionBttn(ns("del_trans"), "Transaktion Löschen", size = "sm", style = "material-flat", color = "danger"),
+          selected = NA, width = "100%"),
-    actionBttn(ns("add_detail"), "Detail hinzu", size = "sm", style = "material-flat", color = "success"),
+        textAreaInput(ns("note"), label = "Verwendungszweck", value = NA, width = "100%"),
+        h3("Dateien"),
+        uiOutput(ns("attachments_ui")),
+        fileInput(ns("anhang"), NULL, multiple = TRUE, 
+          accept = c(".pdf", ".jpg", ".png", ".xlsx", ".docx"),
+          width = "100%"),
+        div(
+          style = "display: flex; flex-direction: column; gap: 10px; align-items: flex-start;",
+          
+          actionBttn(ns("add_detail"), "Detail hinzu", 
+            size = "sm", style = "material-flat", color = "default", block = TRUE),
+          actionBttn(ns("del_detail"), "Detail Löschen", 
+            size = "sm", style = "material-flat", color = "danger", block = TRUE),
+          actionBttn(ns("add_trans"), "Transaktion hinzu", 
+            size = "sm", style = "material-flat", color = "default", block = TRUE),
+          
+          actionBttn(ns("del_trans"), "Transaktion Löschen", 
+            size = "sm", style = "material-flat", color = "danger", block = TRUE),
+          actionBttn(ns("save_trans"), "Transaktion speichern", 
+            size = "sm", style = "material-flat", color = "success", block = TRUE, icon = icon("floppy-disk")),
+        )
+      )
+    ),
+    
+
+    
+    
     
-    # Das UI-Element des Moduls (auch wenn es leer ist)
-    postingModuleUI(ns("posting_modal"))
   )
 }
 
@@ -30,16 +54,13 @@ buchungenServer <- function(id, conn, r_global) {
     
     # ── Reactive Variablen ----
     postings_data      <- reactiveVal(read_buch_tabelle(conn))
-    details_data       <- reactiveVal(NULL)
+    sel_details       <- reactiveVal(NULL)
     selected_trans_id  <- reactiveVal(NULL)
-    current_main_idx   <- reactiveVal(NULL)
+    reset_trigger <- reactiveVal(NULL)
-    reset_trigger      <- reactiveVal(0)
+    current_main_idx <- reactiveVal(NULL)
-    modal_trigger      <- reactiveVal(list(post_id = NULL, counter = 0))
+    
-    highlighted_valuta <- reactiveVal(NULL)
+    
     
-    update_db_trigger <- postingModuleServer(
-      "posting_modal", conn, selected_trans_id, modal_trigger
-    )
     
     # ── Filter ----
     aktiver_filter <- reactive(r_global$buchungen_filter)
@@ -58,35 +79,6 @@ buchungenServer <- function(id, conn, r_global) {
       else d
     })
     
-    observeEvent(aktiver_filter(), {
-      current_main_idx(NULL)
-      selected_trans_id(NULL)
-      details_data(NULL)
-    })
-    
-    # ── Sprung von anderem Modul ----
-    observeEvent(r_global$jump_to_entry_id, ignoreInit = TRUE, {
-      req(r_global$jump_to_entry_id)
-      t_id <- r_global$jump_to_entry_id
-      
-      # Daten neu laden
-      postings_data(read_buch_tabelle(conn))
-      
-      # Zeile suchen
-      idx <- which(gefilterte_daten()$entry_id == t_id)[1]
-      req(!is.na(idx))
-      
-      current_main_idx(idx)
-      selected_trans_id(t_id)
-      details_data(read_buch_tabelle(conn, trans_id = t_id))
-      highlighted_valuta(gefilterte_daten()[idx, "valuta"])
-      
-      reset_trigger(isolate(reset_trigger()) + 1)
-      scroll_to_row(ns("buchungen_table"), idx)
-      
-      # Sprungziel zurücksetzen
-      r_global$jump_to_entry_id <- NULL
-    })
     
     # ── Haupttabelle rendern ----
     output$buchungen_table <- renderReactable({
@@ -96,99 +88,84 @@ buchungenServer <- function(id, conn, r_global) {
         coldefs          = coldef_entries_tabelle,
         selection        = "single",
         hoehe            = "60vh",
-        defaultSelected  = current_main_idx(),
+        filterable = TRUE,
-        highlight_valuta = highlighted_valuta()
       )
     })
     
-    # ── Details laden ──────────────────────────────────────────────────────────
+    sel <- reactive(getReactableState("buchungen_table", "selected"))
-    sel_details <- reactive(getReactableState("buchungen_table", "selected"))
+    observeEvent(sel(), ignoreInit = T, {
+      output$details_table <- renderUI({
+        req(sel())
+        # Daten laden
+        df <- read_buch_entries(conn, gefilterte_daten()$entry_id[sel()])
+        sel_details(df)
+        
+        rows <- lapply(1:nrow(df), function(ind) {
+          fluidRow(class = "details-row",
+            # HIER: Index an die ID hängen!
+            column(1, numericInput(ns(paste0("id_", ind)), label = NULL, width = "100%", value = df$id[ind])),
+            column(2, dateInput(ns(paste0("valuta_", ind)), label = NULL, width = "100%", value = df$valuta[ind])),
+            column(3, selectizeInput(ns(paste0("account_", ind)), label = NULL, 
+              choices = get_account_choices(conn), 
+              selected = df$account_id[ind], width = "100%")),
+            column(3, selectizeInput(ns(paste0("projekt_", ind)), label = NULL, 
+              choices = get_project_choices(conn), 
+              selected = df$projekt_id[ind], width = "100%")),
+            column(2, numericInput(ns(paste0("betrag_", ind)), label = NULL, width = "100%", value = df$amount[ind]))
+          )
+        })
+        tagList(rows)
+      })
+      
+      
+    })
     
-    observeEvent(sel_details(), ignoreInit = TRUE, {
+    observeEvent(input$save_trans, {
       req(sel_details())
-      highlighted_valuta(gefilterte_daten()[sel_details(), "valuta"])
+      n_rows <- nrow(sel_details())
-      current_main_idx(sel_details())
-      t_id <- gefilterte_daten()[sel_details(), "entry_id"] |> pull()
-      selected_trans_id(t_id)
-      details_data(read_buch_tabelle(conn, trans_id = t_id))
-    })
-    
-    output$details_table <- renderReactable({
-      req(details_data())
-      f_reactable(
-        details_data(),
-        coldefs   = coldef_entries_tabelle,
-        selection = "single",
-        hoehe     = NULL
-      )
-    })
-    
-    # ── Detail hinzufügen ----
-    observeEvent(input$add_detail, {
-      req(selected_trans_id())
-      modal_trigger(list(post_id = NULL, counter = modal_trigger()$counter + 1))
-    })
-    
-    # ── Detail editieren ----
-    sel_detail <- reactive(getReactableState("details_table", "selected"))
-    
-    observeEvent(sel_detail(), ignoreInit = TRUE, {
-      p_id <- details_data()$id[sel_detail()]
-      modal_trigger(list(post_id = p_id, counter = modal_trigger()$counter + 1))
-    })
-    
-    # ── DB-Update durch Modal ----
-    observeEvent(update_db_trigger(), ignoreInit = TRUE, {
-      req(selected_trans_id())
-      details_data(read_buch_tabelle(conn, trans_id = selected_trans_id()))
-      postings_data(read_buch_tabelle(conn))
-      updateReactable("buchungen_table", data = gefilterte_daten())
-    })
-    
-    # ── Neue Transaktion ----
-    observeEvent(input$add_trans, {
-      new_t_id <- max_id(conn, "entries") + 1
-      dbxInsert(conn, "entries", data.frame(id = new_t_id))
-      p_id1 <- max_id(conn, "postings") + 1
-      p_id2 <- p_id1 + 1
-      dbxInsert(conn, "postings", data.frame(
-        id         = c(p_id1, p_id2),
-        entry_id   = c(new_t_id, new_t_id),
-        amount     = c(0, 0),
-        account_id = c(0, 0),
-        valuta     = c(Sys.Date(), Sys.Date())
-      ))
       
-      # Filter zurücksetzen damit neue Transaktion sichtbar ist
+      # Alle Zeilen in einer Liste sammeln
-      r_global$buchungen_filter <- "alle"
+      all_records <- lapply(1:n_rows, function(ind) {
+        data.frame(
+          id         = as.integer(input[[paste0("id_", ind)]]),
+          valuta     = as.Date(input[[paste0("valuta_", ind)]]),
+          amount     = as.numeric(input[[paste0("betrag_", ind)]]),
+          account_id = input[[paste0("account_", ind)]],
+          projekt_id = input[[paste0("projekt_", ind)]],
+          stringsAsFactors = FALSE
+        )
+      })
       
-      postings_data(read_buch_tabelle(conn))
+      # Zu einem großen Dataframe zusammenfügen
-      selected_trans_id(new_t_id)
+      final_df <- do.call(rbind, all_records)
-      details_data(read_buch_tabelle(conn, trans_id = new_t_id))
+      browser()
       
-      neue_zeile <- which(postings_data()$id == p_id1)
+      # Datenbank-Update-Logik
-      current_main_idx(neue_zeile)
+      tryCatch({
-      reset_trigger(isolate(reset_trigger()) + 1)
+        # Beispiel: Für jede Zeile ein Update ausführen
-      scroll_to_row(ns("buchungen_table"), neue_zeile)
+        for(i in 1:nrow(final_df)) {
+          update_buchung_detail(conn, final_df[i, ]) # Deine DB-Funktion
+        }
+        
+        showNotification("Daten erfolgreich gespeichert", type = "message")
+        
+        # Optional: Haupttabelle aktualisieren, falls sich Summen geändert haben
+        # trigger_refresh(trigger_refresh() + 1)
+        
+      }, error = function(e) {
+        showNotification(paste("Fehler beim Speichern:", e$message), type = "error")
+      })
     })
     
-    # ── Transaktion löschen ----
-    observeEvent(input$del_trans, ignoreInit = TRUE, {
-      req(selected_trans_id())
-      dbxDelete(conn, "postings", where = data.frame(entry_id = selected_trans_id()))
-      dbxDelete(conn, "entries",  where = data.frame(id = selected_trans_id()))
-      postings_data(read_buch_tabelle(conn))
-      current_main_idx(NULL)
-      selected_trans_id(NULL)
-      details_data(NULL)
-      updateReactable("buchungen_table", data = gefilterte_daten())
-    })
     
     # ── Anhänge ----
     output$attachments_ui <- renderUI({
-      req(selected_trans_id())
+      req(sel_details())
+      entry_id <- 
+        dbxSelect(conn, paste0("SELECT entry_id FROM postings WHERE id=",  
+          sel_details()$id[1])) %>% pull
       att <- dbxSelect(conn, paste0(
-        "SELECT * FROM attachments WHERE entry_id = ", selected_trans_id()
+        "SELECT * FROM attachments WHERE entry_id = ", entry_id
       ))
       if (nrow(att) == 0) return(p("Keine Anhänge vorhanden."))
       
@@ -198,7 +175,7 @@ buchungenServer <- function(id, conn, r_global) {
         
         observeEvent(input[[paste0("open_att_", att$id[i])]], {
           showModal(modalDialog(
-            tags$iframe(src = filename, width = "100%", height = "600px", 
+            tags$iframe(src = filename, width = "100%", height = "600px",
               style = "border:none;"),
             title     = att$original_name[i],
             size      = "l",

R/umsatz/module_umsatz.R

@@ -4,11 +4,15 @@ umsatzUI <- function(id) {
     useShinyjs(),
     # Sync-Button oben
     div(
-      style = "display: flex; justify-content: flex-end; margin-bottom: 8px;",
+      style = "display: flex; justify-content: flex-end; margin-bottom: 8px; gap: 8px;",
+      actionBttn(ns("deselect_all"), "Auswahl aufheben",
+        size = "xs", style = "minimal",
+        icon = icon("xmark"), color = "default"),
       actionBttn(ns("sync"), "Sync Hibiscus",
         size = "xs", style = "minimal",
         icon = icon("rotate"), color = "primary")
     ),
+    
     # Buchungspanel immer sichtbar unten
     uiOutput(ns("buchungs_panel")),
     # Tabelle mit begrenzter Höhe und Scroll
@@ -78,7 +82,7 @@ umsatzServer <- function(id, conn, r_global) {
       }"),
         filterable    = F,
         pagination = F,
-        selection     = "single",
+        selection     = "multiple",
         onClick       = "select",
         defaultSorted = list(valuta = "desc"),
         columns       = list(
@@ -128,18 +132,46 @@ umsatzServer <- function(id, conn, r_global) {
     # ── Buchungs-Panel ----
     output$buchungs_panel <- renderUI({
       req(selected_umsatz())
-      u <- selected_umsatz()
+      rows <- selected_umsatz()
       
-      if (u$gebucht) {
+      alle_gebucht    <- all(rows$gebucht)
+      manche_gebucht  <- any(rows$gebucht) && !alle_gebucht
+      keine_gebucht   <- !any(rows$gebucht)
+      
+      if (alle_gebucht && nrow(rows) == 1) {
+        # Einzelauswahl, bereits gebucht → Sprung-Button
         tagList(
           h4("Bereits gebucht"),
           actionBttn(ns("goto_buchung"),
-            paste0("→ Zur Buchung (Entry #", u$entry_id, ")"),
+            paste0("→ Zur Buchung (Entry #", rows$entry_id, ")"),
             size = "sm", style = "minimal", color = "primary")
         )
+      } else if (manche_gebucht) {
+        div(style = "color: orange;",
+          icon("triangle-exclamation"),
+          strong(paste0(sum(rows$gebucht), " von ", nrow(rows), 
+            " Umsätzen bereits gebucht – bitte nur ungebuchte auswählen."))
+        )
       } else {
+        # Alle ungebucht → Buchungsformular
+        info_text <- if (nrow(rows) > 1) {
+          tags$p(style = "color: steelblue; font-size: 0.9em;",
+            icon("info-circle"),
+            paste0(nrow(rows), " Umsätze ausgewählt – ",
+              "Konto/Projekt/Kontakt werden für alle verwendet.")
+          )
+        }
+        
+        # Kontakt: bei Mehrfachauswahl keinen Auto-Resolve
+        kontakt_selected <- if (nrow(rows) == 1) {
+          resolve_contact(conn, rows$empfaenger_name, rows$empfaenger_konto)
+        } else {
+          NULL
+        }
+        
         tagList(
-          h4("Buchen"),
+          h4(if (nrow(rows) == 1) "Buchen" else paste0(nrow(rows), " Umsätze buchen")),
+          info_text,
           fluidRow(
             column(4,
               selectizeInput(ns("konto"), "Konto:",
@@ -155,11 +187,11 @@ umsatzServer <- function(id, conn, r_global) {
             column(3,
               selectizeInput(ns("kontakt"), "Kontakt:",
                 choices  = get_contact_choices(conn),
-                selected = resolve_contact(conn, u$empfaenger_name, u$empfaenger_konto),
+                selected = kontakt_selected,
                 width    = "100%")
             ),
             column(1,
-              div(style = "margin-top: 25px;",  # Label-Höhe ausgleichen
+              div(style = "margin-top: 25px;",
                 actionBttn(ns("new_contact"), "Neuer Kontakt",
                   size = "xs", style = "minimal", icon = icon("plus"), color = "warning")
               )
@@ -171,7 +203,7 @@ umsatzServer <- function(id, conn, r_global) {
                   icon = icon("check"))
               )
             )
-          ) 
+          )
         )
       }
     })
@@ -186,36 +218,55 @@ umsatzServer <- function(id, conn, r_global) {
     
     # ── Buchen ----
     observeEvent(input$buchen, {
-      req(selected_umsatz(), input$konto)
+      req(selected_umsatz(), input$konto, input$konto != 0)
-      u <- selected_umsatz()
+      rows <- selected_umsatz()
+      rows <- rows %>% filter(!gebucht)
+      req(nrow(rows) > 0)
       
-      gegenkonto_id <- dbReadTable(conn, "accounts") %>%
+      bank_connections <- dbReadTable(conn, "bank_connections")
-        filter(hibiscus_account_id == u$konto_id) %>%
-        pull(id)
       
-      req(length(gegenkonto_id) > 0, input$konto != 0)
+      for (i in seq_len(nrow(rows))) {
-      
+        u <- rows[i, ]
-      new_t_id <- max_id(conn, "entries") + 1L
+        gegenkonto_id <- dbReadTable(conn, "accounts") %>%
-      dbxInsert(conn, "entries", data.frame(
+          filter(hibiscus_account_id == u$konto_id) %>%
-        id         = new_t_id,
+          pull(id)
-        contact_id = as.integer(input$kontakt),
+        if (length(gegenkonto_id) == 0) next
-        note       = u$zweck
+        
-      ))
+        # contact_id: manuell gewählt oder aus bank_connections
-      
+        contact_id <- if (!is.null(input$kontakt) && as.integer(input$kontakt) != 0) {
-      p_id1 <- max_id(conn, "postings") + 1L
+          as.integer(input$kontakt)
-      dbxInsert(conn, "postings", data.frame(
+        } else {
-        id                  = c(p_id1, p_id1 + 1L),
+          match <- bank_connections %>%
-        entry_id            = c(new_t_id, new_t_id),
+            filter(contact_text == u$empfaenger_name) %>%
-        account_id          = c(as.integer(input$konto), gegenkonto_id),
+            pull(contact_id)
-        project_id          = c(as.integer(input$projekt), NA_integer_),
+          if (length(match) > 0) as.integer(match[[1]]) else NA_integer_
-        amount              = c(u$betrag, -u$betrag),
+        }
-        valuta              = c(as.character(u$valuta), as.character(u$valuta)),
+        
-        booking_date        = c(as.character(u$datum),  as.character(u$datum)),
+        new_t_id <- max_id(conn, "entries") + 1L
-        bank_transaction_id = c(u$id, NA_integer_)
+        dbxInsert(conn, "entries", data.frame(
-      ))
+          id         = new_t_id,
+          contact_id = contact_id,
+          note       = u$zweck
+        ))
+        
+        p_id1 <- max_id(conn, "postings") + 1L
+        dbxInsert(conn, "postings", data.frame(
+          id                  = c(p_id1, p_id1 + 1L),
+          entry_id            = c(new_t_id, new_t_id),
+          account_id          = c(as.integer(input$konto), gegenkonto_id),
+          project_id          = c(as.integer(input$projekt), NA_integer_),
+          amount              = c(u$betrag, -u$betrag),
+          valuta              = c(as.character(u$valuta), as.character(u$valuta)),
+          booking_date        = c(as.character(u$datum),  as.character(u$datum)),
+          bank_transaction_id = c(u$id, NA_integer_)
+        ))
+      }
       
       refresh(refresh() + 1)
-      showNotification("✓ Gebucht", type = "message")
+      showNotification(
+        paste0("✓ ", nrow(rows), " Umsatz/Umsätze gebucht"),
+        type = "message"
+      )
     })
     
     # ── Neuer Kontakt / Bankverbindung ----
@@ -277,6 +328,10 @@ umsatzServer <- function(id, conn, r_global) {
       showNotification(msg, type = "message")
     })
     
+    ## ** Auswahl aufheben ----
+    observeEvent(input$deselect_all, {
+      updateReactable("umsatz_table", selected = NA, session = session)
+    })
     
   })
 }

ui.R

@@ -55,6 +55,9 @@ dashboardPage(
   ),
   
   dashboardBody(
+    tags$head(
+      tags$link(rel = "stylesheet", type = "text/css", href = "main.css")
+    ),
     tabItems(
       tabItem(tabName = "buchungen",
         buchungenUI("buchungen_tab")

www/main.css

@@ -9,3 +9,34 @@
         height: 28px !important;
         font-size: 14px !important;
       }
+/* 1. Den Abstand des Containers verringern */
+.details-row .form-group {
+  margin-bottom: 2px !important;
+}
+
+/* 2. Die Geister-Labels (shiny-label-null) komplett ausblenden */
+.details-row .shiny-label-null {
+  display: none !important;
+}
+
+/* 3. Den Abstand der Zeile selbst minimieren */
+.details-row {
+  margin-top: 0px !important;
+  margin-bottom: 0px !important;
+}
+
+/* 4. Speziell für die Selectize-Felder (die sind oft höher) */
+.details-row .selectize-control {
+  margin-bottom: 0px !important;
+}
+
+
+/* Positioniert das Dropdown-Menü über dem Eingabefeld statt darunter */
+.details-row .selectize-dropdown {
+  top: auto !important;
+  bottom: 100% !important;
+  margin-bottom: 2px !important;
+}
+
+
+