pfad geändert

Merge branch 'main' of https://git.oswaldonline.de/cosw/gemfin-shiny

# Conflicts:
#	db/data_transfer.R
#	db/development.sqlite
#	www/documents/1028.jpg
#	www/documents/1069.PDF

.gitignore

@@ -5,3 +5,4 @@
 .Ruserdata
 www/attachments/
 
+.positai

.project

@@ -0,0 +1,18 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<projectDescription>
+	<name>gemfin-shiny</name>
+	<comment></comment>
+	<projects>
+	</projects>
+	<buildSpec>
+		<buildCommand>
+			<name>org.eclipse.statet.r.resourceProjects.RBuilder</name>
+			<arguments>
+			</arguments>
+		</buildCommand>
+	</buildSpec>
+	<natures>
+		<nature>org.eclipse.statet.ide.resourceProjects.Statet</nature>
+		<nature>org.eclipse.statet.r.resourceProjects.R</nature>
+	</natures>
+</projectDescription>

R/_funktionen/f_inputs.R

@@ -0,0 +1,13 @@
+num_inp <- function(id, betrag, ro = FALSE){
+  autonumericInput(
+    inputId = id,
+    label = NULL,
+    width = "100%",
+    value = betrag,
+    currencySymbol = "",
+    currencySymbolPlacement = "s",
+    align = "right",
+    readOnly = ro,
+    style = "height: 15px !important;    padding: 1px 1px;"
+  )
+}

R/postings/buchungen_mod.R

@@ -1,28 +1,43 @@
-# module_buchungen.R
+##
+## Datum    : 2026-04-29_08-17 
+## Name     : Christian Oswald
+## Datei    : buchungen_mod.R
+## Projekt  : gemfin-shiny
+## Kommentar: Modul für die Anzeige der Buchungen - praktisch Hauptformular
+##
 
+## * UI ----
 buchungenUI <- function(id) {
   ns <- NS(id)
   tagList(
     useShinyjs(), 
+    ## ** Tabelle ----
     h3("Hauptbuchungen"),
     fluidRow(
       column(8, reactableOutput(ns("buchungen_table")),
-        hr(),
-        h3("Details / Gegenbuchungen"),
-        uiOutput(ns("details_table")) ,
-        
+        num_inp(ns("saldo"), 0, ro = T),
+        div(
+          style = "display: flex; justify-content: flex-end; margin-top: 5px;",
 
         ),
-      
+        hr(),
+        ## ** Gegenbuchungen ----
+        h3("Details / Gegenbuchungen"),
+        uiOutput(ns("details_table")) ,
+      ),
+      ## ** Eingabefelder ----
       column(4, 
         selectizeInput(ns("contact"), label = "Kontakt", choices = get_contact_choices(conn), 
           selected = NA, width = "100%"),
         textAreaInput(ns("note"), label = "Verwendungszweck", value = NA, width = "100%"),
+        
+        ## ** Anhänge ----
         h3("Dateien"),
         uiOutput(ns("attachments_ui")),
         fileInput(ns("anhang"), NULL, multiple = TRUE, 
           accept = c(".pdf", ".jpg", ".png", ".xlsx", ".docx"),
           width = "100%"),
+        ## ** Buttons ----
         div(
           style = "display: flex; flex-direction: column; gap: 10px; align-items: flex-start;",
           
@@ -39,12 +54,7 @@ buchungenUI <- function(id) {
             size = "sm", style = "material-flat", color = "success", block = TRUE, icon = icon("floppy-disk")),
         )
       )
-    ),
-    
-
-    
-    
-    
+    )
   )
 }
 
@@ -52,19 +62,18 @@ buchungenServer <- function(id, conn, r_global) {
   moduleServer(id, function(input, output, session) {
     ns <- session$ns
     
-    # ── Reactive Variablen ----
+    ## ** Reactive Variablen ----
     postings_data      <- reactiveVal(read_buch_tabelle(conn))
     sel_details       <- reactiveVal(NULL)
-    selected_trans_id  <- reactiveVal(NULL)
+    selected_entry_id  <- reactiveVal(NULL)
     reset_trigger <- reactiveVal(NULL)
     current_main_idx <- reactiveVal(NULL)
     
     
     
     
-    # ── Filter ----
+    ## ** Filter ----
     aktiver_filter <- reactive(r_global$buchungen_filter)
-    
     gefilterte_daten <- reactive({
       d <- postings_data()
       f <- aktiver_filter()
@@ -79,8 +88,7 @@ buchungenServer <- function(id, conn, r_global) {
       else d
     })
     
-    
-    # ── Haupttabelle rendern ----
+    ## ** Haupttabelle rendern ----
     output$buchungen_table <- renderReactable({
       reset_trigger()
       f_reactable(
@@ -91,15 +99,24 @@ buchungenServer <- function(id, conn, r_global) {
         filterable = TRUE,
       )
     })
-    
+    ## ** Auswahl anzeigen ----
     sel <- reactive(getReactableState("buchungen_table", "selected"))
     observeEvent(sel(), ignoreInit = T, {
+      idwert <- gefilterte_daten()$id[sel()]
+      record <- read_posting(conn, idwert)
+      record_entry <- read_entry(conn, record$entry_id)
+      updateSelectizeInput(session, "contact", selected = record_entry$contact_id)
+      updateTextAreaInput(session, "note", value = record_entry$purpose)
+      
+      
+      
+      
       output$details_table <- renderUI({
         req(sel())
-        # Daten laden
+        ## *** Daten-Gegenbuchungen laden ----
         df <- read_buch_entries(conn, gefilterte_daten()$entry_id[sel()])
         sel_details(df)
-        
+        ## *** Gegenbuchungen rendern ----
         rows <- lapply(1:nrow(df), function(ind) {
           fluidRow(class = "details-row",
             # HIER: Index an die ID hängen!
@@ -116,14 +133,11 @@ buchungenServer <- function(id, conn, r_global) {
         })
         tagList(rows)
       })
-      
-      
     })
     
     observeEvent(input$save_trans, {
       req(sel_details())
       n_rows <- nrow(sel_details())
-      
       # Alle Zeilen in einer Liste sammeln
       all_records <- lapply(1:n_rows, function(ind) {
         data.frame(
@@ -135,10 +149,19 @@ buchungenServer <- function(id, conn, r_global) {
           stringsAsFactors = FALSE
         )
       })
-      
       # Zu einem großen Dataframe zusammenfügen
       final_df <- do.call(rbind, all_records)
-      browser()
+      
+      
+      
+      
+      
+      
+      
+      
+      
+      
+      
       
       # Datenbank-Update-Logik
       tryCatch({
@@ -158,21 +181,21 @@ buchungenServer <- function(id, conn, r_global) {
     })
     
     
-    # ── Anhänge ----
+    ## ** Anhänge ----
     output$attachments_ui <- renderUI({
       req(sel_details())
-      entry_id <- 
-        dbxSelect(conn, paste0("SELECT entry_id FROM postings WHERE id=",  
-          sel_details()$id[1])) %>% pull
-      att <- dbxSelect(conn, paste0(
-        "SELECT * FROM attachments WHERE entry_id = ", entry_id
-      ))
+      selected_entry_id(dbxSelect(conn, paste0("SELECT entry_id FROM postings WHERE id=", 
+        sel_details()$id[1])) %>% 
+        pull      )
+      print(selected_entry_id())
+      att <- dbxSelect(conn, paste0("SELECT * FROM attachments WHERE entry_id = ", selected_entry_id() ))
       if (nrow(att) == 0) return(p("Keine Anhänge vorhanden."))
-      
+      ## *** Anhänge anzeigen ----
       tagList(lapply(seq_len(nrow(att)), function(i) {
         ext      <- tools::file_ext(att$original_name[i])
-        filename <- paste0("attachments/", att$id[i], ".", ext)
+        filename <- paste0("documents/", att$id[i], ".", ext)
         
+        ## *** Anhang öffnen ----
         observeEvent(input[[paste0("open_att_", att$id[i])]], {
           showModal(modalDialog(
             tags$iframe(src = filename, width = "100%", height = "600px",
@@ -184,6 +207,7 @@ buchungenServer <- function(id, conn, r_global) {
           ))
         }, ignoreInit = TRUE, once = FALSE)
         
+        ## *** Buttons Anhänge ----
         div(
           actionLink(ns(paste0("open_att_", att$id[i])), att$original_name[i]),
           actionLink(ns(paste0("del_att_", att$id[i])), "✕",

R/umsatz/bank_connections.R

@@ -27,3 +27,4 @@ resolve_contact <- function(conn, empfaenger_name, empfaenger_konto) {
     collect()
   if (nrow(bc) > 0) bc$contact_id[1] else NA_integer_
 }
+

R/umsatz/sync_hibiscus.R

@@ -0,0 +1,36 @@
+##
+## Datum    : 2026-05-13_09-37 
+## Name     : Christian Oswald
+## Datei    : sync_hibiscus.R
+## Projekt  : gemfin-shiny
+## Kommentar: Liest Daten aus der Hibiscus Datenbank
+##
+
+## * Initialisierung ----
+
+sync_hibiscus <- function(){
+    if (as.character(Sys.info())[1] == "Linux") {
+    jdbc_url   <- "jdbc:h2:/home/cosw/.jameica/hibiscus/h2db/hibiscus;IFEXISTS=TRUE;CIPHER=AES"
+    pw    <- "LsOX6Ytldl4lJBcVoA6j+MDLzaA= LsOX6Ytldl4lJBcVoA6j+MDLzaA="
+  }
+  
+  if(as.character(Sys.info())[1] == "Windows"){
+    source("c:/Users/chris/R/rfunc/fehler_add.R")
+    url   <- "jdbc:h2:~/Insync/Projekte/Gemeindefinanzen/jameica/hibiscus/h2db/hibiscus;IFEXISTS=TRUE;CIPHER=AES"
+    h2jar <- "C:/Users/chris/bin/jameica/lib/h2/migration-h2/disabled/h2-1.4.199.jar"
+  }
+  # JDBC - Verbindung ----
+  if (as.character(Sys.info())[1] == "Darwin") {
+    source("/Users/cosw/R/rfunc/fehler_add.R")
+    h2jar <- "/Users/cosw/bin/jameica.app/lib/h2/migration-h2/disabled/h2-1.4.199.jar"
+    url   <- "jdbc:h2:/Users/cosw/insync/Projekte/Gemeindefinanzen/jameica/hibiscus/h2db/hibiscus;IFEXISTS=TRUE;CIPHER=AES"
+  }
+  user  <- "hibiscus"
+  pw <- "FbvGoL+yJlH1GtUojnC8ZajYuTA= FbvGoL+yJlH1GtUojnC8ZajYuTA="
+  drv   <- JDBC("org.h2.Driver", h2jar, identifier.quote="`")
+  
+  con_j <- dbConnect(drv, url, user, pw)
+  originaldaten <- dbReadTable(con_j, "UMSATZ")
+  dbDisconnect(con_j)
+  return(originaldaten)
+}

db/data_transfer.R

@@ -26,30 +26,14 @@ fm_driver_jar   <- "~/R/fmjdbc.jar"
 
 sqlite_path <- "db/development.sqlite"
 
-# optional future switch
-USE_CENTS <- FALSE
 
 # Helpers ----
-
-to_cents <- function(x) {
-  if (is.null(x)) return(NA_integer_)
-  if (is.factor(x)) x <- as.character(x)
-  
-  if (is.character(x)) {
-    x <- trimws(x)
-    x[x == ""] <- NA
-    x <- gsub("\\.", "", x)
-    x <- gsub(",", ".", x)
-  }
-  
-  d <- suppressWarnings(as.numeric(x))
-  ifelse(is.na(d), NA_integer_, as.integer(round(d * 100)))
+exec_sql <- function(sql) dbExecute(con_s, sql)
+f_anzahl <- function(tabelle){
+dbxSelect(con_s, paste0("SELECt count(id) FROM ", tabelle)) %>% pull
 } 
 
-exec_sql <- function(sql) dbExecute(con_s, sql)
-
 # Connections ----
-
 if (ok) {
   drv <- JDBC(fm_driver_class, fm_driver_jar)
   con_f <- dbConnect(
@@ -69,126 +53,395 @@ if (ok) {
   error_f <- fehler_add("SQLite connection established", TRUE, error_f)
 }
 
-# Schema creation ----
-
+## * Transfer Accounts ----
 if (ok) {
-  
-  exec_sql("CREATE TABLE accounts (
+  exec_sql("DROP TABLE IF EXISTS konten;")
+  exec_sql("CREATE TABLE konten (
     id INTEGER PRIMARY KEY,
-    account_name TEXT NOT NULL,
+    kontoname TEXT NOT NULL,
     bank_name TEXT,
-    hibiscus_account_id INTEGER,
+    hibiscus_konto_id INTEGER,
     budget_id INTEGER,
-    wiso_account TEXT,
-    bank_account_no TEXT,
-    is_donations INTEGER,
-    notes TEXT,
+    wiso_kategorie TEXT,
+    bank_konto_nr TEXT,
+    ist_spende INTEGER,
+    notiz TEXT,
     created_at TEXT,
     updated_at TEXT
   );")
   
+  konten <- dbxSelect(con_f, "
+    SELECT id, konto, budget_id, bankname, updated_at, created_at,
+           konto_hibiscus, konto_wiso, kontonummer_bank, notizen, ist_spende
+    FROM Konten
+  ") %>%
+    transmute(
+      id = as.integer(id),
+      kontoname = konto,
+      bank_name = bankname,
+      hibiscus_konto_id = as.integer(konto_hibiscus),
+      budget_id = as.integer(budget_id),
+      wiso_kategorie = konto_wiso,
+      bank_konto_nr = kontonummer_bank,
+      ist_spende = as.integer(ist_spende),
+      notiz = notizen,
+      created_at = created_at,
+      updated_at = updated_at
+    )
+  dbWriteTable(con_s, "konten", konten, append = TRUE)
+  ok <- dbExistsTable(con_s, "konten")
+  ok <- f_anzahl("konten") == nrow(konten) & ok
+  error_f <- fehler_add("Konten übertragen", TRUE, error_f)
+}
+
+## * Transfer Projekte ----
+if (ok) {
+  exec_sql("DROP TABLE IF EXISTS projekte;")
+  exec_sql("CREATE TABLE projekte (
+    id INTEGER PRIMARY KEY,
+    projektname TEXT NOT NULL,
+    jahr INTEGER,
+    projekt_wiso TEXT,
+    bereich TEXT,
+    notiz TEXT,
+    created_at TEXT,
+    updated_at TEXT
+  );")
+  projekte <- dbxSelect(con_f, "
+    SELECT id, projektname, bereich, notiz, jahr, created_at, updated_at from Projekte") %>%
+    transmute(
+      id = as.integer(id),
+      projektname = projektname,
+      bereich = bereich,
+      notiz = notiz,
+      jahr = as.integer(jahr),
+      created_at = created_at,
+      updated_at = updated_at
+    )
+  
+  dbWriteTable(con_s, "projekte", projekte, append = TRUE)
+  ok <- dbExistsTable(con_s, "projekte")
+  ok <- f_anzahl("projekte") == nrow(projekte) & ok
+  error_f <- fehler_add("Projekte übertragen", TRUE, error_f)
+}
+
+## * Transfer Budgets ----
+if (ok) {
+  exec_sql("DROP TABLE IF EXISTS budgets;")
   exec_sql("CREATE TABLE budgets (
     id INTEGER PRIMARY KEY,
-    row_no INTEGER,
-    area TEXT,
-    label TEXT,
-    direction TEXT,
+    reihe INTEGER,
+    bereich TEXT,
+    bezeichnung TEXT,
+    richtung TEXT,
     created_at TEXT,
     updated_at TEXT
   );")
+  budgets <- dbxSelect(con_f, "
+    SELECT id, richtung, bereich, bezeichnung, reihe
+    FROM Budgets
+  ") %>%
+    transmute(
+      id = as.integer(id),
+      reihe = as.integer(reihe),
+      bereich = bereich,
+      bezeichnung = bezeichnung,
+      richtung = richtung,
+      created_at = format(Sys.time(), ""),
+      updated_at = format(Sys.time(), "")
+    )
+  dbWriteTable(con_s, "budgets", budgets, append = TRUE)
+  ok <- dbExistsTable(con_s, "budgets")
+  ok <- f_anzahl("budgets") == nrow(budgets) & ok
+  error_f <- fehler_add("Budgets übertragen", TRUE, error_f)
+}
 
-  exec_sql("CREATE TABLE contacts (
+### ** Transfer Budget-Werte
+  if(ok){
+    exec_sql("DROP TABLE IF EXISTS budget_werte;")
+    exec_sql("CREATE TABLE budget_werte (
     id INTEGER PRIMARY KEY,
-    first_name TEXT,
-    last_name TEXT,
-    street TEXT,
-    postal_code TEXT,
-    city TEXT,
-    country TEXT,
-    phone TEXT,
-    mobile TEXT,
+    budget_id   INTEGER,
+    jahr INTEGER,
+    betrag DECIMAL,
+    budget_listen_nr INTEGER,
+    created_at TEXT,
+    updated_at TEXT
+  );")
+    budget_werte <- dbReadTable(con_f, "Budgets_werte") %>%
+      transmute(
+        id = as.integer(id),
+        budget_id = as.integer(budget_id),
+        jahr = as.integer(jahr),
+        betrag = betrag,
+        budget_listen_nr = as.integer(budget_listen_nr),
+        created_at = format(Sys.time(), ""),
+        updated_at = format(Sys.time(), "")
+      )
+    dbWriteTable(con_s, "budget_werte", budget_werte, append = TRUE)
+  ok <- dbExistsTable(con_s, "budget_werte") 
+  ok <- f_anzahl("budget_werte") == nrow(budget_werte) & ok
+  error_f <- fehler_add("budget_werte übertragen", TRUE, error_f)
+} ## -------------------------------------------------------  2026-06-19 08:52 
+
+
+## * Transfer Adressen ----
+if (ok) {
+  exec_sql("DROP TABLE IF EXISTS adressen;")
+  exec_sql("CREATE TABLE adressen (
+    id INTEGER PRIMARY KEY,
+    vorname TEXT,
+    nachname TEXT,
+    strasse TEXT,
+    plz TEXT,
+    ort TEXT,
+    land TEXT,
+    telefon TEXT,
+    mobil TEXT,
     email TEXT,
-    salutation TEXT,
-    gender TEXT,
-    donor TEXT,
-    member INTEGER,
-    notes TEXT,
-    receipt_salutation TEXT,
-    receipt_name TEXT,
+    anrede TEXT,
+    geschlecht TEXT,
+    ist_mitglied INTEGER,
+    ist_firma INTEGER,
+    quittung_anrede TEXT,
+    quittung_name TEXT,
     display_name TEXT,
     partner_id INTEGER,
-    is_couple INTEGER,
-    is_company INTEGER,
+    notiz TEXT,
     created_at TEXT,
     updated_at TEXT
   );")
   
-  exec_sql("CREATE TABLE bank_connections (
+  adressen <- dbxSelect(con_f, "
+    SELECT id, vorname, nachname, strasse, plz, ort, Land,
+           telefon, mobil, email, anrede, geschlecht,  mitglied, notiz,
+           quittung_anrede, quittung_name, bezeichnung, partner_id, b_paar, b_firma
+    FROM Adressen
+  ") %>%
+    as_tibble() %>%
+    transmute(
+      id = as.integer(id),
+      vorname = vorname,
+      nachname = nachname,
+      strasse = strasse,
+      plz = plz,
+      ort = ort,
+      land = Land,
+      telefon = telefon,
+      mobil = mobil,
+      email = email,
+      anrede = anrede,
+      geschlecht = geschlecht,
+      ist_mitglied = as.integer(mitglied),
+      ist_firma = as.integer(b_firma),
+      quittung_anrede = quittung_anrede,
+      quittung_name = quittung_name,
+      display_name = bezeichnung,
+      partner_id = as.integer(partner_id),
+      notiz = notiz,
+      created_at = format(Sys.time(), ""),
+      updated_at = format(Sys.time(), "")
+    )
+  dbWriteTable(con_s, "adressen", adressen, append = TRUE)
+  ok <- dbExistsTable(con_s, "adressen") 
+  ok <- f_anzahl("adressen") == nrow(adressen) & ok
+  error_f <- fehler_add("adressen übertragen", TRUE, error_f)
+}
+
+## * Transfer Transaktionen ----
+
+if (ok) {
+  exec_sql("DROP TABLE IF EXISTS transaktionen;")
+  exec_sql("CREATE TABLE transaktionen (
     id INTEGER PRIMARY KEY,
-    contact_id INTEGER,
-    contact_text TEXT,
+    adress_id INTEGER,
+    vwz TEXT,
+    notiz TEXT,
+    bank_kontakt TEXT,
+    created_at TEXT,
+    updated_at TEXT
+  );")
+  
+  transaktionen <- dbxSelect(con_f, "
+    SELECT id, adress_id, verwendungszweck, notiz, kontakt, created_at, updated_at
+    FROM trans
+  ") %>%
+    as_tibble() %>%
+    transmute(
+      id = as.integer(id),
+      adress_id = as.integer(adress_id),
+      vwz = verwendungszweck,
+      notiz = notiz,
+      bank_kontakt = kontakt,
+      created_at = created_at,
+      updated_at = updated_at
+    )
+  
+  dbWriteTable(con_s, "transaktionen", transaktionen, append = TRUE)
+  ok <- dbExistsTable(con_s, "transaktionen") 
+  ok <- f_anzahl("transaktionen") == nrow(transaktionen) & ok
+  error_f <- fehler_add("transaktionen übertragen", TRUE, error_f)
+}
+
+## * Transfer Postings ----
+
+if (ok) {
+  exec_sql("DROP TABLE IF EXISTS buchungen;")
+  exec_sql("CREATE TABLE buchungen (
+      id INTEGER PRIMARY KEY,
+      trans_id INTEGER NOT NULL,
+      konto_id INTEGER NOT NULL,
+      valuta TEXT NOT NULL,
+      buchungsdatum TEXT,
+      betrag DECIMAL,
+      rechnungsnummer TEXT,
+      notiz TEXT,
+      status TEXT,
+      ist_verzicht INTEGER,
+      umsatz_id INTEGER,
+      wiso_id INTEGER,
+      quittung_id INTEGER,
+      projekt_id INTEGER,
+      betrag_muenzen DECIMAL,
+      created_at TEXT,
+      updated_at TEXT
+    );")
+  buchungen <- dbxSelect(con_f, "
+    SELECT id, trans_id, konto_id, wertstellung, buchungsdatum, betrag,
+           rechnungsnummer, notiz, status, b_verzicht, umsatz_id, wiso_id,
+           quittung_id, projekt_id, betrag_muenzen, created_at, updated_at
+    FROM buchungen
+  ") %>%
+    as_tibble()
+  buchungen <- buchungen %>%
+      transmute(
+        id = as.integer(id),
+        trans_id = as.integer(trans_id),
+        konto_id = as.integer(konto_id),
+        valuta = as.character(wertstellung),
+        buchungsdatum = as.character(buchungsdatum),
+        betrag = betrag,
+        rechnungsnummer = rechnungsnummer,
+        notiz = notiz,
+        status = status,
+        ist_verzicht = as.integer(b_verzicht),
+        umsatz_id = as.integer(umsatz_id),
+        wiso_id = as.integer(wiso_id),
+        quittung_id = as.integer(quittung_id),
+        projekt_id = as.integer(projekt_id),
+        betrag_muenzen = betrag_muenzen,
+        created_at = created_at,
+        updated_at = updated_at
+      )
+  dbWriteTable(con_s, "buchungen", buchungen, append = TRUE)
+  ok <- dbExistsTable(con_s, "buchungen") 
+  ok <- f_anzahl("buchungen") == nrow(buchungen) & ok
+  error_f <- fehler_add("buchungen übertragen", TRUE, error_f)
+}
+
+## * Transfer Attachments ----
+if(ok){
+  exec_sql("DROP TABLE IF EXISTS attachments;")
+  exec_sql("CREATE TABLE attachments (
+  id            INTEGER PRIMARY KEY AUTOINCREMENT,
+  trans_id      INTEGER,
+  quittung_id   INTEGER,
+  adress_id     INTEGER,
+  wiso_id       INTEGER,
+  btisch_id     TEXT,
+  original_name TEXT,
+  kategorie     TEXT,
+  ext          TEXT    NOT NULL,
+  notiz          TEXT,
+  created_at    TEXT    DEFAULT (datetime('now')),
+  updated_at    TEXT    DEFAULT (datetime('now'))
+);")
+  
+  att <- dbxSelect(con_f, "SELECT id, trans_id, quittung_id, wiso_id, btisch_id, 
+    adress_id, ft_dateiname, beschreibung, created_at, updated_at, ft_extension FROM Dokumente") %>%
+    transmute(
+      id = as.integer(id),
+      trans_id = as.integer(trans_id),
+      quittung_id = as.integer(quittung_id),
+      wiso_id = as.integer(wiso_id),
+      btisch_id = as.integer(btisch_id),
+      adress_id = as.integer(adress_id),
+      created_at = as.character(created_at),
+      updated_at = as.character(updated_at),
+      original_name = ft_dateiname,
+      ext = paste0(id,".", ft_extension)
+    ) 
+  dbWriteTable(con_s, "attachments", att, append = T)
+  ok <- dbExistsTable(con_s, "attachments") 
+  ok <- f_anzahl("attachments") == nrow(att) & ok
+  error_f <- fehler_add("attachments übertragen", TRUE, error_f)
+  
+} ## -------------------------------------------------------  2026-03-19 16:38 
+
+
+### ** Dateien übertragen ----
+if(ok){
+  pfad <- "~/Insync/Projekte/Gemeindefinanzen/gemfin-fm/gemfin04/Dokumente/datei/"
+  zielpfad <- "~/Documents/workspace/gemfin-shiny/www/documents/"
+  vorhanden <- list.files(pfad, pattern = "pdf")
+  eintraege <- att$original_name
+  anz <- length(eintraege)
+  for(ind in 1:length(eintraege)){
+    if( exists(paste0(zielpfad, eintraege[ind]))  ){
+      cat(ind, " von ", anz, "\n")
+      file.copy(
+        from = paste0(pfad, vorhanden[ind]), 
+        to = "~/Documents/workspace/gemfin-shiny/www/documents/")
+    }
+  }
+  neue_dateien <- list.files("~/Documents/workspace/gemfin-shiny/www/documents/")
+  length(neue_dateien)
+  eintraege <- att$original_name
+  length(eintraege)
+  nv <- att[-which(eintraege %in% neue_dateien),]
+  error_f <- fehler_add("Alle Dateien übertragen", nrow(nv) == 0, error_f)
+} ## -------------------------------------------------------  2026-04-28 18:40 
+
+
+## * Transfer Bankverbindungen ----
+if (ok) {
+  exec_sql("DROP TABLE IF EXISTS bvb;")
+  exec_sql("CREATE TABLE bvb (
+    id INTEGER PRIMARY KEY,
+    adress_id INTEGER,
+    remote_name TEXT,
     iban TEXT,
     bic TEXT,
-    bank_name TEXT,
-    remote_name TEXT,
+    kreditinstitut TEXT,
     created_at TEXT,
     updated_at TEXT
   );")
+  bvb <- dbxSelect(con_f, "
+    SELECT id, adress_id, kontakt, iban, bic, kreditinstitut, 
+           created_at, updated_at
+    FROM Bankverbindungen
+  ") %>%
+    transmute(
+      id          = as.integer(id),
+      adress_id  = as.integer(adress_id),
+      remote_name = kontakt,
+      iban        = iban,
+      bic         = bic,
+      kreditinstitut   = kreditinstitut,
+      created_at  = as.character(created_at),
+      updated_at  = as.character(updated_at)
+    )
+  dbWriteTable(con_s, "bvb", bvb, append = TRUE)
+  ok <- dbExistsTable(con_s, "bvb") 
+  ok <- f_anzahl("bvb") == nrow(bvb) & ok
+  error_f <- fehler_add("bvb übertragen", TRUE, error_f)
+}
 
-  exec_sql("CREATE TABLE entries (
-    id INTEGER PRIMARY KEY,
-    contact_id INTEGER,
-    purpose TEXT,
-    note TEXT,
-    remote_name TEXT,
-    created_at TEXT,
-    updated_at TEXT
-  );")
 
-  if (!USE_CENTS) {
-    exec_sql("CREATE TABLE postings (
-      id INTEGER PRIMARY KEY,
-      entry_id INTEGER NOT NULL,
-      account_id INTEGER NOT NULL,
-      valuta TEXT NOT NULL,
-      booking_date TEXT,
-      amount NUMERIC NOT NULL,
-      invoice_no TEXT,
-      note TEXT,
-      status TEXT,
-      waived INTEGER,
-      bank_transaction_id INTEGER,
-      wiso_id INTEGER,
-      receipt_id INTEGER,
-      project_id INTEGER,
-      coin_share_amount NUMERIC,
-      created_at TEXT,
-      updated_at TEXT
-    );")
-  } else {
-    exec_sql("CREATE TABLE postings (
-      id INTEGER PRIMARY KEY,
-      entry_id INTEGER NOT NULL,
-      account_id INTEGER NOT NULL,
-      valuta TEXT NOT NULL,
-      booking_date TEXT,
-      amount_cents INTEGER NOT NULL,
-      invoice_no TEXT,
-      note TEXT,
-      status TEXT,
-      waived INTEGER,
-      bank_transaction_id INTEGER,
-      wiso_id INTEGER,
-      receipt_id INTEGER,
-      project_id INTEGER,
-      coin_share_cents INTEGER,
-      created_at TEXT,
-      updated_at TEXT
-    );")
-  }
-  
-  # Hibiscus payload unchanged ----
-  exec_sql("CREATE TABLE hibiscus_transactions (
+## * Transfer Hibiscus ----
+  if(ok){
+    exec_sql("DROP TABLE IF EXISTS umsatz;")
+    exec_sql("CREATE TABLE umsatz (
     id INTEGER PRIMARY KEY,
     konto_id INTEGER,
     empfaenger_konto TEXT,
@@ -201,275 +454,43 @@ if (ok) {
     datum TEXT,
     valuta TEXT,
     saldo REAL,
-    primanota INTEGER,
-    art TEXT,
     customerref TEXT,
     kommentar TEXT,
-    checksum REAL,
-    umsatztyp_id INTEGER,
-    flags REAL,
-    gvcode INTEGER,
-    addkey INTEGER,
-    txid TEXT,
-    purposecode TEXT,
-    endtoendid TEXT,
-    mandateid TEXT,
-    empfaenger_name2 TEXT,
-    creditorid TEXT
+    endtoendid TEXT
   );")
-  
-  # Attachments ----
-  exec_sql("CREATE TABLE attachments (
-  id            INTEGER PRIMARY KEY AUTOINCREMENT,
-  entry_id      INTEGER,
-  quittung_id   INTEGER,
-  adress_id     INTEGER,
-  wiso_id       INTEGER,
-  btisch_id     TEXT,
-  original_name TEXT,
-  kategorie     TEXT,
-  path          TEXT    NOT NULL,
-  note          TEXT,
-  created_at    TEXT    DEFAULT (datetime('now')),
-  updated_at    TEXT    DEFAULT (datetime('now'))
-);")
-  
-  error_f <- fehler_add("Schema created", TRUE, error_f)
-}
-
-# Transfer Accounts ----
-
-if (ok) {
-  accounts <- dbxSelect(con_f, "
-    SELECT id, konto, budget_id, bankname, updated_at, created_at,
-           konto_hibiscus, konto_wiso, kontonummer_bank, notizen, b_spenden
-    FROM Konten
-  ") %>%
-    transmute(
-      id = as.integer(id),
-      account_name = konto,
-      bank_name = bankname,
-      hibiscus_account_id = as.integer(konto_hibiscus),
-      budget_id = as.integer(budget_id),
-      wiso_account = konto_wiso,
-      bank_account_no = kontonummer_bank,
-      is_donations = as.integer(b_spenden),
-      notes = notizen,
-      created_at = created_at,
-      updated_at = updated_at
-    )
-  
-  dbWriteTable(con_s, "accounts", accounts, append = TRUE)
-}
-
-if (ok) {
-  projects <- dbxSelect(con_f, "
-    SELECT id, projektname, bereich, notiz, jahr, created_at, updated_at from Projekte") %>%
-    transmute(
-      id = as.integer(id),
-      projektname = projektname,
-      bereich = bereich,
-      notiz = notiz,
-      jahr = as.integer(jahr),
-      created_at = created_at,
-      updated_at = updated_at
-    )
-  
-  dbWriteTable(con_s, "projects", projects, append = TRUE)
-}
-
-# Transfer Budgets ----
-
-if (ok) {
-  budgets <- dbxSelect(con_f, "
-    SELECT id, richtung, bereich, bezeichnung, reihe
-    FROM Budgets
-  ") %>%
-    transmute(
-      id = as.integer(id),
-      row_no = as.integer(reihe),
-      area = bereich,
-      label = bezeichnung,
-      direction = richtung,
-      created_at = format(Sys.time(), ""),
-      updated_at = format(Sys.time(), "")
-    )
-  
-  dbWriteTable(con_s, "budgets", budgets, append = TRUE)
-}
-
-# Transfer Contacts
-
-if (ok) {
-  contacts <- dbxSelect(con_f, "
-    SELECT id, vorname, nachname, strasse, plz, ort, Land,
-           telefon, mobil, email, anrede, geschlecht, spender, mitglied, notiz,
-           quittung_anrede, quittung_name, bezeichnung, partner_id, b_paar, b_firma
-    FROM Adressen
-  ") %>%
-    as_tibble() %>%
-    transmute(
-      id = as.integer(id),
-      first_name = vorname,
-      last_name = nachname,
-      street = strasse,
-      postal_code = plz,
-      city = ort,
-      country = Land,
-      phone = telefon,
-      mobile = mobil,
-      email = email,
-      salutation = anrede,
-      gender = geschlecht,
-      donor = spender,
-      member = as.integer(mitglied),
-      notes = notiz,
-      receipt_salutation = quittung_anrede,
-      receipt_name = quittung_name,
-      display_name = bezeichnung,
-      partner_id = as.integer(partner_id),
-      is_couple = as.integer(b_paar),
-      is_company = as.integer(b_firma),
-      created_at = format(Sys.time(), ""),
-      updated_at = format(Sys.time(), "")
-    )
-  
-  dbWriteTable(con_s, "contacts", contacts, append = TRUE)
-}
-
-# Transfer Entries ----
-
-if (ok) {
-  entries <- dbxSelect(con_f, "
-    SELECT id, adress_id, verwendungszweck, notiz, kontakt, created_at, updated_at
-    FROM trans
-  ") %>%
-    as_tibble() %>%
-    transmute(
-      id = as.integer(id),
-      contact_id = as.integer(adress_id),
-      purpose = verwendungszweck,
-      note = notiz,
-      remote_name = kontakt,
-      created_at = created_at,
-      updated_at = updated_at
-    )
-  
-  dbWriteTable(con_s, "entries", entries, append = TRUE)
-}
-
-# Transfer Postings ----
-
-if (ok) {
-  postings <- dbxSelect(con_f, "
-    SELECT id, trans_id, konto_id, wertstellung, buchungsdatum, betrag,
-           rechnungsnummer, notiz, status, b_verzicht, umsatz_id, wiso_id,
-           quittung_id, projekt_id, betrag_muenzen, created_at, updated_at
-    FROM buchungen
-  ") %>%
-    as_tibble()
-  
-  if (!USE_CENTS) {
-    postings <- postings %>%
+    umsatz <- dbReadTable(con_f, "Umsatz") %>%
       transmute(
         id = as.integer(id),
-        entry_id = as.integer(trans_id),
-        account_id = as.integer(konto_id),
-        valuta = as.character(wertstellung),
-        booking_date = as.character(buchungsdatum),
-        amount = betrag,
-        invoice_no = rechnungsnummer,
-        note = notiz,
-        status = status,
-        waived = as.integer(b_verzicht),
-        bank_transaction_id = as.integer(umsatz_id),
-        wiso_id = as.integer(wiso_id),
-        receipt_id = as.integer(quittung_id),
-        project_id = as.integer(projekt_id),
-        coin_share_amount = betrag_muenzen,
-        created_at = created_at,
-        updated_at = updated_at
-      )
-  } else {
-    postings <- postings %>%
-      transmute(
-        id = as.integer(id),
-        entry_id = as.integer(trans_id),
-        account_id = as.integer(konto_id),
-        valuta = as.character(wertstellung),
-        booking_date = as.character(buchungsdatum),
-        amount_cents = to_cents(betrag),
-        invoice_no = rechnungsnummer,
-        note = notiz,
-        status = status,
-        waived = as.integer(b_verzicht),
-        bank_transaction_id = as.integer(umsatz_id),
-        wiso_id = as.integer(wiso_id),
-        receipt_id = as.integer(quittung_id),
-        project_id = as.integer(projekt_id),
-        coin_share_cents = to_cents(betrag_muenzen),
-        created_at = created_at,
-        updated_at = updated_at
-      )
-  }
+        konto_id = as.integer(konto_id),
+        empfaenger_konto = empfaenger_konto,
+        empfaenger_blz = empfaenger_blz,
+        empfaenger_name = empfaenger_name,
+        betrag = betrag,
+        zweck = zweck,
+        zweck2 = zweck2,
+        zweck3 = zweck2,
+        datum = datum,
+        valuta = valuta,
+        saldo =  saldo,
+        kommentar = kommentar,
+        endtoendid = endtoendid
+        )
+    dbWriteTable(con_s, "umsatz", umsatz, append = TRUE) 
+    ok <- sum(duplicated(umsatz$id)) == 0
+    ok <- dbExistsTable(con_s, "umsatz") & ok
+    ok <- f_anzahl("umsatz") == nrow(umsatz) & ok
+  error_f <- fehler_add("Tabelle Umsatz existiert", ok, error_f)
+} ## -------------------------------------------------------  2026-06-19 08:34 
 
-  dbWriteTable(con_s, "postings", postings, append = TRUE)
-}
-
-# Daten aus Attachments Tabelle übertragen ----
-if(ok){
-  att <- dbxSelect(con_f, "SELECT id, trans_id, quittung_id, wiso_id, btisch_id, 
-    adress_id, ft_dateiname, beschreibung, created_at, updated_at, ft_extension FROM Attachments") %>%
-    mutate(
-      id = as.integer(id),
-      trans_id = as.integer(trans_id),
-      quittung_id = as.integer(quittung_id),
-      wiso_id = as.integer(wiso_id),
-      btisch_id = as.integer(btisch_id),
-      adress_id = as.integer(adress_id),
-      created_at = as.character(created_at),
-      updated_at = as.character(updated_at),
-      path = paste0(id,".", ft_extension)
-    ) %>%
-    rename(
-      entry_id = trans_id,
-      note = beschreibung, 
-      original_name = ft_dateiname
-    ) %>%
-    select(-ft_extension)
-  dbWriteTable(con_s, "Attachments", att, append = T)
-} ## -------------------------------------------------------  2026-03-19 16:38 
-
-
-# Transfer Bankverbindungen ----
-if (ok) {
-  bank_connections <- dbxSelect(con_f, "
-    SELECT id, adress_id, kontakt, iban, bic, kreditinstitut, 
-           remote_name, created_at, updated_at
-    FROM Bankverbindungen
-  ") %>%
-    transmute(
-      id          = as.integer(id),
-      contact_id  = as.integer(adress_id),
-      contact_text = kontakt,
-      iban        = iban,
-      bic         = bic,
-      bank_name   = kreditinstitut,
-      remote_name = remote_name,
-      created_at  = as.character(created_at),
-      updated_at  = as.character(updated_at)
-    )
-  
-  dbWriteTable(con_s, "bank_connections", bank_connections, append = TRUE)
-  error_f <- fehler_add(
-    paste(nrow(bank_connections), "Bankverbindungen übertragen"), TRUE, error_f
-  )
-}
 
 # Close ----
 
+dbListTables(con_s)
 dbDisconnect(con_s)
 dbDisconnect(con_f)
 
 print("Migration finished.")
 
+
+
+

global.R

@@ -12,8 +12,8 @@ library("conflicted")
 library("R.utils")
 library("shinyjs")
 
-conflicts_prefer(dplyr::select)
-conflicts_prefer(dplyr::filter)
+conflicts_prefer()
+conflicts_prefer()
 
 
 conn <- dbConnect(RSQLite::SQLite(), "db/development.sqlite")
@@ -21,3 +21,25 @@ sourceDirectory("R/")
 source("~/R/rfunc/fehler_add.R")
 
 
+conflicts_prefer(
+		ggplot2::`%+%`,
+		shinyjs::alert,
+		shinydashboard::box,
+		rJava::clone,
+		dplyr::select,
+		dplyr::filter,
+		tidyr::extract,
+		shinyjs::hidden,
+		dplyr::ident,
+		dplyr::lag,
+		shiny::printStackTrace,
+		shinyjs::removeClass,
+		shinyjs::reset,
+		shiny::runExample,
+		shiny::setProgress,
+		shinyjs::show,
+		dplyr::sql,
+		shiny::validate,
+		.quiet = TRUE
+)
+