Gegenbuchungen unter Haupttabelle, speichern angefangen.

.gitignore

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

R/_funktionen/f_table.R

@@ -1,4 +1,5 @@
-f_reactable <- function(daten, coldefs = NULL, selection = "single", defaultSelected = NULL, hoehe = NULL) {
+f_reactable <- function(daten, coldefs = NULL, selection = "single", 
+  defaultSelected = NULL, hoehe = NULL, highlight_valuta = NULL, filterable = T) {
   reactable(
     daten,
     selection = selection,
@@ -6,7 +7,8 @@ f_reactable <- function(daten, coldefs = NULL, selection = "single", defaultSele
     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,
@@ -16,9 +18,44 @@ f_reactable <- function(daten, coldefs = NULL, selection = "single", defaultSele
     theme = reactableTheme(
       highlightColor = "#e6f7ff", # Etwas dezenter als knallgrün, optional
       # borderColor = "#dfe2e5",
-      rowSelectedStyle = list(backgroundColor = "#98F5FF")
+      rowSelectedStyle = list(backgroundColor = "#98F5FF")#
     ),
-    rowStyle = list(cursor = "pointer"),
+    rowStyle = function(index) {
+      style <- list(cursor = "pointer")  # immer aktiv
+      
+      if (!is.null(highlight_valuta) && 
+          daten$valuta[index] == highlight_valuta) {
+        style$background <- "#fff3cd"
+      }
+      
+      style
+    },
+    onClick = "select",
+    columns = coldefs
+  )
+}
+
+f_reactable_sub <- function(daten, coldefs = NULL) {
+  reactable(
+    daten,
+    selection = "single",
+    pagination = T,
+    defaultPageSize = 17,
+    showPageSizeOptions = TRUE,
+    filterable = TRUE,
+    highlight = TRUE,
+    bordered = TRUE,
+    striped = FALSE,
+    compact = TRUE,
+    # Styling
+    theme = reactableTheme(
+      highlightColor = "#e6f7ff", # Etwas dezenter als knallgrün, optional
+      # borderColor = "#dfe2e5",
+      rowSelectedStyle = list(backgroundColor = "#98F5FF")#
+    ),
+    rowStyle = function(index) {
+      style <- list(cursor = "pointer")  # immer aktiv
+    },
     onClick = "select",
     columns = coldefs
   )

R/_funktionen/f_zeitstempel.R

@@ -0,0 +1,18 @@
+##
+## Datum: 2024-10-17_14-31 
+## Name: Christian Oswald
+## Projekt:  etatverwaltung
+## Datei:  f_zeitstempel.R
+## Kommentar: Erstellt einen Zeitstempel für die DB-Felder updatea und created
+##
+
+# Funkton die prüft ob das Format stimmt
+is.ymd_hms <- function(x) !is.na(lubridate::ymd_hms(x, quiet = TRUE))
+# Zeitstempel
+f_zeitstempel <- function(ts){
+  # Erstellt einen wenn leer
+  if(is.na(ts)) ts <-  format(Sys.time(), tz="") 
+  # Erstellt einen wenn das Format nicht stimmt
+  if(!is.ymd_hms(ts)) ts <-  format(Sys.time(), tz="") 
+  return(ts)
+}

R/_funktionen/scroll_to_Row.R

@@ -0,0 +1,19 @@
+##
+## Datum    : 2026-03-19_14-26 
+## Name     : Christian Oswald
+## Datei    : scroll_to_Row.R
+## Projekt  : gemfin-shiny
+## Kommentar: Springt zur gewünschten Reactable Zeile
+##
+
+scroll_to_row <- function(table_id, row_idx, delay_ms = 200) {
+  shinyjs::delay(delay_ms, {
+    runjs(sprintf("
+      const rows = document.querySelectorAll('#%s .rt-tr-group');
+      const idx = %d - 1;
+      if (rows[idx]) {
+        rows[idx].scrollIntoView({behavior: 'smooth', block: 'center'});
+      }
+    ", table_id, row_idx))
+  })
+}

R/_funktionen/sync_hibiscus.R

@@ -0,0 +1,69 @@
+# R/sync_hibiscus.R
+
+sync_hibiscus <- function(conn) {
+  
+  ok      <- TRUE
+  error_f <- NULL
+  
+  # ── Einstellungen ────────────────────────────────────────────────────────────
+  SYNC_AB <- as.Date("2026-01-01")
+  
+  if (as.character(Sys.info())[1] == "Darwin") {
+    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"
+  }
+  if (as.character(Sys.info())[1] == "Linux") {
+    h2jar <- "..."
+    url   <- "jdbc:h2:/home/cosw/.jameica/hibiscus/h2db/hibiscus;IFEXISTS=TRUE;CIPHER=AES"
+  }
+  
+  user <- "hibiscus"
+  pw   <- "FbvGoL+yJlH1GtUojnC8ZajYuTA= FbvGoL+yJlH1GtUojnC8ZajYuTA="
+  
+  # ── Hibiscus H2 lesen ────────────────────────────────────────────────────────
+  if (ok) {
+    tryCatch({
+      drv           <- JDBC("org.h2.Driver", h2jar, identifier.quote = "`")
+      con_j         <- dbConnect(drv, url, user, pw)
+      originaldaten <- dbReadTable(con_j, "UMSATZ")
+      dbDisconnect(con_j)
+      ok      <- nrow(originaldaten) > 0
+      error_f <- fehler_add(paste("Hibiscus Daten gelesen:", nrow(originaldaten)), ok, error_f)
+    }, error = function(e) {
+      ok      <<- FALSE
+      error_f <<- fehler_add(paste("H2 Fehler:", e$message), FALSE, error_f)
+    })
+  }
+  
+  # ── Bereits vorhandene IDs ────────────────────────────────────────────────────
+  if (ok) {
+    vh      <- dbxSelect(conn, "SELECT id FROM hibiscus_transactions") %>% pull()
+    error_f <- fehler_add(paste("Vorhandene IDs:", length(vh)), TRUE, error_f)
+  }
+  
+  # ── Neue Datensätze bestimmen ─────────────────────────────────────────────────
+  if (ok) {
+    neue_daten <- originaldaten %>%
+      filter(!ID %in% vh) %>%
+      filter(DATUM >= SYNC_AB) %>%
+      rename_with(tolower) %>%
+      mutate(
+        id     = as.integer(id),
+        datum  = as.character(datum),
+        valuta = as.character(valuta)
+      )
+    
+    ok      <- nrow(neue_daten) > 0
+    error_f <- fehler_add(paste("Neue Datensätze:", nrow(neue_daten)), ok, error_f)
+  }
+  
+  # ── In SQLite schreiben ───────────────────────────────────────────────────────
+  if (ok) {
+    dbWriteTable(conn, "hibiscus_transactions", neue_daten, append = TRUE)
+    error_f <- fehler_add(
+      paste(nrow(neue_daten), "Umsätze gespeichert"), TRUE, error_f
+    )
+  }
+  
+  error_f
+}

R/_funktionen/tree_helpers.R

@@ -0,0 +1,72 @@
+# R/tree_helpers.R
+
+# Buchungsanzahl rekursiv für einen Knoten und alle Nachkommen
+count_recursive <- function(num, df, counts) {
+  # Alle Nachkommen: alles im Bereich (num, num+1000) je nach Ebene
+  divisor <- ifelse(num %% 1000 == 0, 1000,
+    ifelse(num %% 100  == 0, 100,
+      ifelse(num %% 10   == 0, 10, 1)))
+  
+  descendants <- df$id[
+    df$num >= num & 
+      df$num <  num + divisor
+  ]
+  
+  sum(counts$n[counts$account_id %in% descendants], na.rm = TRUE)
+}
+
+# Label mit Buchungsanzahl
+make_label <- function(num, df, counts) {
+  name  <- df$account_name[df$num == num]
+  total <- count_recursive(num, df, counts)
+  ifelse(total > 0,
+    paste0(name, " (", total, ")"),
+    name
+  )
+}
+
+# Baum rekursiv aufbauen
+build_level <- function(df, counts, parent_num, divisor) {
+  if (divisor < 1) return(list())
+  
+  children <- df[
+    df$num >  parent_num &
+      df$num <  parent_num + divisor * 10 &
+      df$num %% divisor == 0 &
+      df$num %% (divisor * 10) != 0,
+  ]
+  
+  if (nrow(children) == 0) return(list())
+  
+  result <- lapply(seq_len(nrow(children)), function(i) {
+    child_num <- children$num[i]
+    subtree   <- build_level(df, counts, child_num, divisor / 10)
+    if (length(subtree) == 0)
+      structure(list(), sttype = "default")
+    else
+      subtree
+  })
+  
+  setNames(result, sapply(children$num, make_label, df = df, counts = counts))
+}
+
+# Hauptfunktion: kompletten Baum aus accounts-Tabelle bauen
+build_account_tree <- function(conn) {
+  df     <- dbReadTable(conn, "accounts")
+  df$num <- as.integer(substr(df$account_name, 1, 4))
+  
+  counts <- tbl(conn, "postings") %>%
+    count(account_id) %>%
+    collect()
+  
+  tops <- df[df$num %% 1000 == 0, ]
+  
+  tree <- lapply(seq_len(nrow(tops)), function(i) {
+    build_level(df, counts, tops$num[i], 100)
+  })
+  
+  setNames(
+    tree, 
+    sapply(tops$num, make_label, df = df, counts = counts)
+  )
+}

R/accounts/accounts_tab.R

@@ -0,0 +1,252 @@
+library(shiny)
+library(shinyjs)
+library(shinyTree)
+library(reactable)
+library(dplyr)
+library(DBI)
+
+# ── UI ────────────────────────────────────────────────────────────────────────
+accountsUI <- function(id) {
+  ns <- NS(id)
+  tagList(
+    useShinyjs(),
+    sidebarLayout(
+      sidebarPanel(
+        width = 3,
+        h4("Konten"),
+        shinyTree(ns("account_tree"), checkbox = FALSE, search = FALSE)
+      ),
+      mainPanel(
+        width = 9,
+        # Accounts-Felder
+        wellPanel(
+          fluidRow(
+            column(12,
+              actionButton(ns("new_account"), "Konto neu", 
+                class = "btn-success", icon = icon("plus")),
+              hr()
+            )
+          ),
+          fluidRow(
+            column(4,
+              textInput(ns("account_name"), "Kontoname"),
+              textInput(ns("bank_name"),    "Bank")
+            ),
+            column(4,
+              numericInput(ns("hibiscus_id"), "Hibiscus Account ID", value = NA),
+              numericInput(ns("budget_id"),   "Budget ID",           value = NA)
+            ),
+            column(4,
+              # ID read-only anzeigen
+              disabled(numericInput(ns("account_id"), "ID", value = NA)),
+              br(),
+              actionButton(ns("save_account"), "Speichern",
+                class = "btn-primary", icon = icon("save")),
+              textOutput(ns("save_status"))
+            )
+          )
+        ),
+        # Buchungen
+        h4("Buchungen"),
+        reactableOutput(ns("postings_table"))
+      )
+    )
+  )
+}
+
+# ── Server ----
+accountsServer <- function(id, conn, r_global) {
+  moduleServer(id, function(input, output, session) {
+    ns <- session$ns
+    # ── Refresh-Trigger ----
+    refresh <- reactiveVal(0)
+    
+    # ── Kontendaten ----
+    accounts <- reactive({
+      refresh()
+      dbReadTable(conn, "accounts") %>% arrange(account_name)
+    })
+    
+    # ── Baum aufbauen ----
+    tree_data <- reactive({
+      refresh()
+      build_account_tree(conn)
+    })
+
+    output$account_tree <- renderTree({  
+      tree_data() 
+      })
+    
+    # ── Gewähltes Konto ────────────────────────────────────────────────────────
+    selected_name <- reactive({
+      sel <- get_selected(input$account_tree, format = "names")
+      if (length(sel) == 0) return(NULL)
+      name <- sub(" \\(\\d+\\)$", "", sel[[1]])
+      cat("cleaned name:", name, "\n")
+      name
+    })
+    
+    selected_account <- reactive({
+      req(selected_name())
+      df <- accounts()
+      df[df$account_name == selected_name(), ]
+    })
+    
+    # ── Inputs befüllen ----
+    observeEvent(selected_account(), {
+      acc <- selected_account()
+      req(nrow(acc) > 0)
+      updateNumericInput(session, "account_id",   value = acc$id)
+      updateTextInput(session,    "account_name", value = acc$account_name)
+      updateTextInput(session,    "bank_name",    value = acc$bank_name %||% "")
+      updateNumericInput(session, "hibiscus_id",  value = acc$hibiscus_account_id)
+      updateNumericInput(session, "budget_id",    value = acc$budget_id)
+    })
+    
+    # ── Neu-Button ----
+    observeEvent(input$new_account, {
+      neue_id <- max_id(conn, "accounts") + 1L
+      updateNumericInput(session, "account_id",   value = neue_id)
+      updateTextInput(session,    "account_name", value = "")
+      updateTextInput(session,    "bank_name",    value = "")
+      updateNumericInput(session, "hibiscus_id",  value = NA)
+      updateNumericInput(session, "budget_id",    value = 0)
+    })
+    
+    # ── Buchungsanzahl für gewähltes Konto ----
+    has_postings <- reactive({
+      req(input$account_id)
+      count <- tbl(conn, "postings") %>%
+        filter(account_id == !!input$account_id) %>%
+        count() %>%
+        pull(n)
+      count > 0
+    })
+    
+    # ── Lösch-Button sperren/freigeben ----
+    observe({
+      req(input$account_id)
+      if (has_postings()) {
+        shinyjs::disable("delete_account")
+        shinyjs::runjs(sprintf(
+          "$('#%s').attr('title', 'Konto hat Buchungen und kann nicht gelöscht werden')",
+          ns("delete_account")
+        ))
+      } else {
+        shinyjs::enable("delete_account")
+        shinyjs::runjs(sprintf(
+          "$('#%s').removeAttr('title')",
+          ns("delete_account")
+        ))
+      }
+    })
+    
+    # ── Speichern (upsert ----
+    observeEvent(input$save_account, {
+      record <- data.frame(
+        id                  = input$account_id,
+        account_name        = input$account_name,
+        bank_name           = input$bank_name,
+        hibiscus_account_id = input$hibiscus_id,
+        budget_id           = input$budget_id,
+        stringsAsFactors    = FALSE
+      )
+      
+      dbxUpsert(conn, "accounts", record, where_cols = c("id"))
+      refresh(refresh() + 1)
+      
+      output$save_status <- renderText("✓ Gespeichert")
+      shinyjs::delay(2000, output$save_status <- renderText(""))
+    })
+    
+    # ── Löschen ----
+    observeEvent(input$delete_account, {
+      req(input$account_id)
+      showModal(modalDialog(
+        title  = "Konto löschen",
+        paste0("Konto '", input$account_name, "' wirklich löschen?"),
+        footer = tagList(
+          modalButton("Abbrechen"),
+          actionButton(ns("delete_confirm"), "Ja, löschen", class = "btn-danger")
+        )
+      ))
+    })
+    
+    observeEvent(input$delete_confirm, {
+      dbxDelete(conn, "accounts", data.frame(id = input$account_id))
+      removeModal()
+      refresh(refresh() + 1)
+      
+      output$save_status <- renderText("✓ Gelöscht")
+      shinyjs::delay(2000, output$save_status <- renderText(""))
+      
+      updateNumericInput(session, "account_id",   value = NA)
+      updateTextInput(session,    "account_name", value = "")
+      updateTextInput(session,    "bank_name",    value = "")
+      updateNumericInput(session, "hibiscus_id",  value = NA)
+      updateNumericInput(session, "budget_id",    value = NA)
+    })
+    
+    # ── Buchungen laden (read-only ----
+    postings_data <- reactive({
+      req(selected_account())
+      acc <- selected_account()
+      req(nrow(acc) > 0)
+      refresh()
+      read_buch_tabelle(conn) %>%
+        filter(account_id == acc$id)
+    })
+    
+    # ── Reactable ----
+    output$postings_table <- renderReactable({
+      req(postings_data())
+      
+      reactable(
+        postings_data() %>% 
+          select(valuta, projektname, display_name, amount, n_attachments),
+        striped       = TRUE,
+        highlight     = TRUE,
+        selection     = "single",
+        onClick       = "select",
+        defaultSorted = list(valuta = "desc"),
+        columns       = list(
+          valuta        = colDef(name = "Datum",   maxWidth = 100),
+          projektname   = colDef(name = "Projekt", maxWidth = 120),
+          display_name  = colDef(name = "Kontakt"),
+          amount        = colDef(
+            name     = "Betrag",
+            maxWidth = 110,
+            align    = "right",
+            format   = colFormat(currency = "EUR", separators = TRUE, locales = "de-DE")
+          ),
+          n_attachments = colDef(name = "Anhänge", maxWidth = 80, align = "center")
+        )
+      )
+    })
+    
+    # ── Sprung zu Buchungen via r_global ----
+    sel <- reactive(getReactableState("postings_table", "selected"))
+    
+    observeEvent(sel(), ignoreInit = TRUE, {
+      req(sel(), postings_data())
+      entry_id <- postings_data()$entry_id[sel()]
+      # In accountsServer vor dem Sprung:
+      r_global$nav_history <- c(r_global$nav_history, list(list(
+        tab          = "konten",
+        account_name = selected_name()
+      )))
+      r_global$jump_to_entry_id <- entry_id
+      r_global$active_tab       <- "buchungen"
+      r_global$jump_to_entry_id <- entry_id
+      r_global$active_tab       <- "buchungen"
+    })
+    
+    # ── Rückgabe ───────────────────────────────────────────────────────────────
+    return(list(
+      selected_account = selected_account
+    ))
+  })
+}
+
+# ── Hilfsfunktion ──────────────────────────────────────────────────────────────
+`%||%` <- function(a, b) if (is.na(a) || is.null(a) || a == "") b else a

R/buchungen_mod.R

@@ -1,130 +0,0 @@
-# module_buchungen.R
-
-buchungenUI <- function(id) {
-  ns <- NS(id)
-  tagList(
-    h3("Hauptbuchungen"),
-    reactableOutput(ns("buchungen_table")),
-    hr(),
-    h3("Details / Gegenbuchungen"),
-    reactableOutput(ns("details_table")),
-    br(),
-    actionBttn(ns("add_trans"), "Transaktion hinzu", size = "sm", style = "material-flat", color = "warning"),
-    actionBttn(ns("del_trans"), "Transaktion Löschen", size = "sm", style = "material-flat", color = "danger"),
-    actionBttn(ns("add_detail"), "Detail hinzu", size = "sm", style = "material-flat", color = "success"),
-    
-    # Das UI-Element des Moduls (auch wenn es leer ist)
-    postingModuleUI(ns("posting_modal"))
-  )
-}
-
-buchungenServer <- function(id, conn) {
-  moduleServer(id, function(input, output, session) {
-    ns <- session$ns 
-    
-    # Reactive States ----
-    postings_data <- reactiveVal(read_buch_tabelle(conn))
-    details_data  <- reactiveVal(NULL)
-    selected_trans_id <- reactiveVal(NULL)
-    current_main_idx <- reactiveVal(NULL)
-    current_page <- reactiveVal(1)
-
-    
-    # Trigger-Objekt für das Modal: enthält post_id und einen Counter
-    # Der Counter erzwingt eine Reaktion, auch wenn die gleiche ID zweimal geklickt wird
-    modal_trigger <- reactiveVal(list(post_id = NULL, counter = 0))
-    
-    # --- MODUL-SERVER STARTEN (EINMALIG) ----
-    update_db_trigger <- postingModuleServer("posting_modal", conn, selected_trans_id, modal_trigger)
-    
-    # Haupttabelle rendern ----
-    output$buchungen_table <- renderReactable({
-      req(postings_data())
-      f_reactable(daten = postings_data(), coldefs = coldef_entries_tabelle, 
-        selection = "single",
-        hoehe = "60vh",
-        defaultSelected = current_main_idx())
-    })
-    
-    
-    
-    # Details laden wenn Zeile gewählt wird ----
-    sel_details <- reactive(getReactableState("buchungen_table", "selected"))
-    observeEvent(sel_details(), ignoreInit = T, {
-      current_main_idx(getReactableState("buchungen_table", "selected"))
-      t_id <- postings_data()[sel_details(), "entry_id"] %>% pull()
-      selected_trans_id(t_id)
-      details_data(read_buch_tabelle(conn, trans_id = t_id))
-    })
-    
-    output$details_table <- renderReactable({
-      req(details_data())
-      f_reactable(details_data(), coldefs = coldef_entries_tabelle, selection = "single", hoehe = NULL)
-    })
-    
-    # Event: Detail hinzufügen (Neu) ----
-    observeEvent(input$add_detail, {
-      req(selected_trans_id())
-      modal_trigger(list(post_id = NULL, counter = modal_trigger()$counter + 1))
-    })
-    
-    # Event: Detail editieren (Klick auf Detail-Tabelle) ----
-    sel_detail <- reactive(getReactableState("details_table", "selected"))
-    observeEvent(sel_detail(), ignoreInit = T, {
-      p_id <- details_data()$id[sel_detail()]
-      modal_trigger(list(post_id = p_id, counter = modal_trigger()$counter + 1))
-    })
-    
-    # --- DAS REAKTIVE UPDATE ----
-    # Wenn das Modal sagt "Fertig", laden wir die Details neu
-    observeEvent(update_db_trigger(), ignoreInit = TRUE, {
-      req(selected_trans_id())
-      # Tabellen-Daten neu aus DB ziehen
-      details_data(read_buch_tabelle(conn, trans_id = selected_trans_id()))
-      # Optional: Auch Haupttabelle erneuern, falls sich Summen geändert haben
-      postings_data(read_buch_tabelle(conn))
-      updateReactable("buchungen_table", data = postings_data(read_buch_tabelle(conn)))
-    })
-    
-    #  Neue Transaktion Observer ----
-    observeEvent(input$add_trans, {
-      new_t_id <- max_id(conn, "entries") + 1
-       # 1. Entry anlegen
-      dbxInsert(conn, "entries", data.frame(id = new_t_id))
-      # 2. Zwei Postings direkt vor-anlegen (z.B. mit Betrag 0)
-      p_id1 <- max_id(conn, "postings") + 1
-      p_id2 <- p_id1 + 1
-      new_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())
-      )
-      dbxInsert(conn, "postings", new_postings)
-      # 3. UI refreshen
-      selected_trans_id(new_t_id)
-      postings_data(read_buch_tabelle(conn))
-      details_data(read_buch_tabelle(conn, trans_id = new_t_id))
-      daten_postings <- postings_data()
-      daten_details <- details_data()
-
-      updateReactable("buchungen_table", data = daten_postings)
-    })
-    
-    observeEvent(input$del_trans, ignoreInit = T, {
-      req(selected_trans_id())
-      print(  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))
-        details_data(leer_df_from_table(conn, "postings") )
-      daten_postings <- postings_data()
-      daten_details <- details_data()
-      updateReactable("buchungen_table", data = daten_postings)
-      updateReactable("details_table", data =   daten_details )
-      
-    })
-    
-  })
-}

R/contacts/contact_io.R

@@ -0,0 +1,44 @@
+##
+## Datum    : 2026-04-28_13-43 
+## Name     : Christian Oswald
+## Datei    : contact_io.R
+## Projekt  : gemfin-shiny
+## Kommentar: Befüllt die Felder und liest sie aus
+##
+
+contact_io <- function(session, input, output, record, flag){
+  if(flag == "lesen"){
+    record[1,"id"]                <- input$cid
+    record$first_name             <- input$first_name
+    record$last_name              <- input$last_name
+    record$postal_code            <- input$postal_code
+    record$city                   <- input$city
+    record$street                 <- input$street
+    record$phone                  <- input$phone
+    record$mobile                 <- input$mobile
+    record$email                  <- input$email
+    record$member                 <- input$member
+    record$display_name           <- input$display_name
+    record$is_company             <- input$is_company
+    record$notes                  <- input$note
+    record$created_at             <- f_zeitstempel( record$created_at)
+    record$updated_at             <- format(Sys.time(), tz="")
+    return(record)
+  }
+  if(flag == "schreiben"){
+    updateNumericInput(session,"cid", value = record$id)
+    updateTextInput(session,"display_name", value = record$display_name)
+    updateTextInput(session,"first_name", value = record$first_name)
+    updateTextInput(session,"last_name", value = record$last_name)
+    updateTextInput(session,"postal_code", value = record$postal_code)
+    updateTextInput(session,"city", value = record$city)
+    updateTextInput(session,"email", value = record$email)
+    updateTextInput(session,"street", value = record$street)
+    updateTextInput(session,"mobile", value = record$mobile)
+    updateTextInput(session,"phone", value = record$phone)
+    updateTextAreaInput(session,"note", value = record$notes)
+    updateCheckboxInput(session, "is_company", value = record$is_company)
+    updateCheckboxInput(session, "member", value = record$member)
+  }
+  
+}

R/contacts/contacts.R

@@ -1,8 +1,29 @@
+##
+## Datum    : 2026-04-28_13-11 
+## Name     : Christian Oswald
+## Datei    : contacts.R
+## Projekt  : gemfin-shiny
+## Kommentar: model für contacts
+##
+
+
+f_contacts_tabelle <- function(conn){
+    tbl(conn, "contacts") %>%
+    select(id, display_name, street, city, member) %>%
+    arrange(display_name) %>%
+    collect
+ }
+
+f_contact <- function(conn, idwert){
+  dbxSelect(conn, paste0("SELECT * FROM contacts WHERE id=", idwert))
+}
 
 get_contact_choices <- function(conn) {
-  tbl(conn, "contacts") |>
+  contacts <- tbl(conn, "contacts") |>
     select(id, display_name) |>
     collect() |>
-    arrange(display_name) |>
+    arrange(display_name) 
-    (\(df) setNames(df$id, df$display_name))()
+  
+  choices <- setNames(as.character(contacts$id), contacts$display_name)
+  return(c("Kein Kontakt" = 0, choices))
 }

R/contacts/module_contacts.R

@@ -0,0 +1,168 @@
+contactsUI <- 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")
+    ),
+    sidebarLayout(
+      sidebarPanel(width = 6,
+        reactableOutput(ns("contacts_table"), height = 800)
+        
+      ),
+      mainPanel(width = 6, 
+        fluidRow(
+          column(8, textInput(ns("display_name"), label = "Bezeichnung", value = NA, width = "100%")),
+          column(4, numericInput(ns("cid"), label = "ID", value = NA, width = "100%"))
+        ),
+        fluidRow(
+          column(6, textInput(ns("first_name"), label = "Vorname", value = NA, width = "100%")),
+          column(6, textInput(ns("last_name"), label = "Nachname", value = NA, width = "100%"))
+        ),
+        fluidRow(
+          column(12, textInput(ns("street"), label = "Strasse", value = NA, width = "100%"))
+        ),
+        fluidRow(
+          column(4, textInput(ns("postal_code"), label = "PLZ", value = NA, width = "100%")),
+          column(8, textInput(ns("city"), label = "Ort", value = NA, width = "100%"))
+        ),
+        fluidRow(
+          column(4, textInput(ns("phone"), label = "Telefon", value = NA, width = "100%")),
+          column(4, textInput(ns("mobile"), label = "Mobil", value = NA, width = "100%")),
+          column(4, textInput(ns("email"), label = "E-Mail", value = NA, width = "100%"))
+        ),
+        fluidRow(
+          column(4, checkboxInput(ns("is_company"), label = "Firma", value = F, width = "100%")),
+          column(4, checkboxInput(ns("member"), label = "Mitglied", value = F, width = "100%"))
+        ),
+        fluidRow(
+          column(12, textAreaInput(ns("note"), label = "Notiz", value = NA, width = "100%"))
+        ),
+        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("trash"), block = T)),
+          column(4,     actionBttn(ns("save"), "Speichern", size = "sm", style = "material-flat", color = "success", icon = icon("floppy-disk"), block = T)),
+        ),
+        br(),
+        reactableOutput(ns("entries"))
+        
+      )
+    )
+  )
+}
+
+contactsServer <- function(id, conn, r_global) {
+  moduleServer(id, function(input, output, session) {
+    ns <- session$ns
+    
+    # ── Daten ----
+    refresh    <- reactiveVal(0)
+    zeige_alle <- reactiveVal(FALSE)
+    
+    contact_data <- reactive({
+      f_contacts_tabelle(conn)
+    })
+    
+    
+    # ── Filter-Buttons ----
+    observeEvent(input$mitglieder, { zeige_alle(FALSE) })
+    observeEvent(input$filter_alle,      { zeige_alle(TRUE)  })
+    
+    # ── Tabelle ----
+    output$contacts_table <- renderReactable({
+      reactable(
+        contact_data(),
+        striped       = TRUE,
+        highlight     = TRUE,
+        filterable    = T,
+        pagination = F,
+        selection     = "single",
+        onClick       = "select",
+        defaultSorted = list(display_name = "asc"),
+        columns       = list(
+          id  = colDef(show = FALSE),
+          display_name  = colDef( name = "Bezeichnung", minWidth = 150    ),
+          street = colDef(name = "Strasse",      minWidth = 150),
+          city = colDef(name = "Ort",      minWidth = 150),
+          member   = colDef(name = "Mitglied", maxWidth = 80,
+            align    = "center")
+        )
+      )
+    })
+    
+    ## * Selektierter Umsatz ----
+    sel <- reactive(getReactableState("contacts_table", "selected"))
+    observeEvent(sel(), ignoreInit = T, {
+      idwert <- contact_data()$id[sel()]
+      record <- f_contact(conn, idwert)
+      contact_io(session, input, output, record, "schreiben")
+      # ── Buchungs-Panel ----
+      entries <- read_buch_tabelle(conn) %>% 
+        filter(contact_id == idwert) %>%
+        select(id, valuta, account_name, projektname, amount)
+      output$entries <- renderReactable(
+        reactable(entries,
+          striped       = TRUE,
+          highlight     = TRUE,
+          searchable = T,
+          filterable    = F,
+          pagination = T,
+          defaultPageSize = 6,
+          selection     = "single",
+          onClick       = "select",
+          columns       = list(
+            id  = colDef(show = FALSE),
+            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)
+          )
+        )
+      )
+    })
+    
+    ## * Speichern ----
+    observeEvent(input$save, ignoreInit = T, {
+      record <- leer_df_from_table(conn, "contacts")
+      record <- contact_io(session, input, output, record, "lesen")
+      print(record)
+      dbxUpsert(conn, "contacts", records = record, where_cols = c("id"))
+    })
+    
+    ## * Hinzufügen ----
+    observeEvent(input$add, ignoreInit = T, {
+      record <- leer_df_from_table(conn, "contacts")
+      record$id <- max_id(conn, "contacts")
+      record <- contact_io(session, input, output, record, "schreiben")
+    })
+    ## * Löschen ----
+    observeEvent(input$del, ignoreInit = T, {
+      dbxDelete(conn, "contacts", where = data.frame(id = input$cid))
+    })
+    
+    
+    
+    
+    
+    
+    # ── Zur Buchung springen ----
+    # observeEvent(input$goto_buchung, {
+    #   req(selected_umsatz())
+    #   r_global$nav_history      <- c(r_global$nav_history, list(list(tab = "umsatz")))
+    #   r_global$jump_to_entry_id <- selected_umsatz()$entry_id
+    #   r_global$active_tab       <- "buchungen"
+    # })
+    
+    
+    
+    
+    
+    
+    
+  })
+}

R/postings/buchungen.R

@@ -5,24 +5,41 @@ read_buch_tabelle <- function(conn, trans_id = NULL){
   } else {
     postings <- tbl(conn, "postings")
   }
-  entries  <- tbl(conn, "entries")
+  entries     <- tbl(conn, "entries")
-  accounts <- tbl(conn, "accounts")
+  accounts    <- tbl(conn, "accounts")
-  projects <- tbl(conn, "projects")
+  projects    <- tbl(conn, "projects")
-  contacts <- tbl(conn, "contacts")
+  contacts    <- tbl(conn, "contacts")
+  attachments <- tbl(conn, "attachments")
+  
+  # Anzahl Attachments pro entry_id vorberechnen
+  attachment_counts <- attachments %>%
+    group_by(entry_id) %>%
+    summarise(n_attachments = n(), .groups = "drop")
+  
   result <- postings |>
-    left_join(entries,  by = c("entry_id" = "id")) |>
+    left_join(entries,           by = c("entry_id" = "id")) |>
-    left_join(contacts, by = c("contact_id" = "id")) |>  # contact_id jetzt verfügbar
+    left_join(contacts,          by = c("contact_id" = "id")) |>
-    left_join(accounts, by = c("account_id" = "id")) |>
+    left_join(accounts,          by = c("account_id" = "id")) |>
-    left_join(projects, by = c("project_id" = "id")) |>
+    left_join(projects,          by = c("project_id" = "id")) |>
-    select(id, valuta, account_name, projektname, display_name,  amount, entry_id) |>
+    left_join(attachment_counts, by = "entry_id") |>
+    select(id, valuta, account_name, projektname, display_name, amount, entry_id, n_attachments, account_id, contact_id) |>
     collect() %>%
-    mutate(saldo = 0)
+    mutate(
+      saldo         = 0,
+      n_attachments = tidyr::replace_na(n_attachments, 0L)
+    ) %>%
+    arrange(valuta, entry_id)
 }
 
 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(
@@ -31,6 +48,8 @@ coldef_entries_tabelle <-
     account_name = colDef(name = "Kontoname", width = 200),
     projektname = colDef(name = "Projektname", width = 150),
     display_name = colDef(name = "Kontakt", width = 250),
+    account_id    = colDef(show = FALSE),
+    entry_id    = colDef(show = FALSE),
     amount = colDef(name = "Betrag", width = 120, 
       format = colFormat(prefix = "", separators = TRUE, digits = 2),
       style = function(value) {
@@ -38,6 +57,14 @@ coldef_entries_tabelle <-
         list(color = color, fontWeight = "bold")        # Gibt CSS-Styles zurück
       }
     ),
+    n_attachments = colDef(
+      name = "Anhänge",
+      filterMethod = JS("function(rows, columnId, filterValue) {
+    const val = parseFloat(filterValue);
+    if (isNaN(val)) return rows;  // kein gültiger Wert → alles zeigen
+    return rows.filter(row => row.values[columnId] > val);
+  }")
+    ),
     entry_id = colDef(name ="trans_id", width = 120),
     saldo = colDef(
       name = "Saldo",

R/postings/buchungen_mod.R

@@ -0,0 +1,195 @@
+# module_buchungen.R
+
+buchungenUI <- function(id) {
+  ns <- NS(id)
+  tagList(
+    useShinyjs(), 
+    h3("Hauptbuchungen"),
+    fluidRow(
+      column(8, reactableOutput(ns("buchungen_table")),
+        hr(),
+        h3("Details / Gegenbuchungen"),
+        uiOutput(ns("details_table")) ,
+        
+        
+        ),
+      
+      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%"),
+        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")),
+        )
+      )
+    ),
+    
+
+    
+    
+    
+  )
+}
+
+buchungenServer <- function(id, conn, r_global) {
+  moduleServer(id, function(input, output, session) {
+    ns <- session$ns
+    
+    # ── Reactive Variablen ----
+    postings_data      <- reactiveVal(read_buch_tabelle(conn))
+    sel_details       <- reactiveVal(NULL)
+    selected_trans_id  <- reactiveVal(NULL)
+    reset_trigger <- reactiveVal(NULL)
+    current_main_idx <- reactiveVal(NULL)
+    
+    
+    
+    
+    # ── Filter ----
+    aktiver_filter <- reactive(r_global$buchungen_filter)
+    
+    gefilterte_daten <- reactive({
+      d <- postings_data()
+      f <- aktiver_filter()
+      if      (f == "alle")               d
+      else if (f == "giro")               d |> filter(grepl("0130", account_name))
+      else if (f == "monat")              d |> filter(
+        floor_date(as.Date(valuta), "month") == floor_date(Sys.Date(), "month")
+      )
+      else if (startsWith(f, "contact:")) d |> filter(contact_id == as.integer(sub("contact:", "", f)))
+      else if (startsWith(f, "project:")) d |> filter(project_id == as.integer(sub("project:", "", f)))
+      else if (startsWith(f, "account:")) d |> filter(account_id == as.integer(sub("account:", "", f)))
+      else d
+    })
+    
+    
+    # ── Haupttabelle rendern ----
+    output$buchungen_table <- renderReactable({
+      reset_trigger()
+      f_reactable(
+        daten            = gefilterte_daten(),
+        coldefs          = coldef_entries_tabelle,
+        selection        = "single",
+        hoehe            = "60vh",
+        filterable = TRUE,
+      )
+    })
+    
+    sel <- reactive(getReactableState("buchungen_table", "selected"))
+    observeEvent(sel(), ignoreInit = T, {
+      output$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(input$save_trans, {
+      req(sel_details())
+      n_rows <- nrow(sel_details())
+      
+      # Alle Zeilen in einer Liste sammeln
+      all_records <- lapply(1:n_rows, function(ind) {
+        data.frame(
+          id         = as.integer(input[[paste0("id_", ind)]]),
+          valuta     = as.Date(input[[paste0("valuta_", ind)]]),
+          amount     = as.numeric(input[[paste0("betrag_", ind)]]),
+          account_id = input[[paste0("account_", ind)]],
+          projekt_id = input[[paste0("projekt_", ind)]],
+          stringsAsFactors = FALSE
+        )
+      })
+      
+      # Zu einem großen Dataframe zusammenfügen
+      final_df <- do.call(rbind, all_records)
+      browser()
+      
+      # Datenbank-Update-Logik
+      tryCatch({
+        # Beispiel: Für jede Zeile ein Update ausführen
+        for(i in 1:nrow(final_df)) {
+          update_buchung_detail(conn, final_df[i, ]) # Deine DB-Funktion
+        }
+        
+        showNotification("Daten erfolgreich gespeichert", type = "message")
+        
+        # Optional: Haupttabelle aktualisieren, falls sich Summen geändert haben
+        # trigger_refresh(trigger_refresh() + 1)
+        
+      }, error = function(e) {
+        showNotification(paste("Fehler beim Speichern:", e$message), type = "error")
+      })
+    })
+    
+    
+    # ── 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
+      ))
+      if (nrow(att) == 0) return(p("Keine Anhänge vorhanden."))
+      
+      tagList(lapply(seq_len(nrow(att)), function(i) {
+        ext      <- tools::file_ext(att$original_name[i])
+        filename <- paste0("attachments/", att$id[i], ".", ext)
+        
+        observeEvent(input[[paste0("open_att_", att$id[i])]], {
+          showModal(modalDialog(
+            tags$iframe(src = filename, width = "100%", height = "600px",
+              style = "border:none;"),
+            title     = att$original_name[i],
+            size      = "l",
+            easyClose = TRUE,
+            footer    = modalButton("Schließen")
+          ))
+        }, ignoreInit = TRUE, once = FALSE)
+        
+        div(
+          actionLink(ns(paste0("open_att_", att$id[i])), att$original_name[i]),
+          actionLink(ns(paste0("del_att_", att$id[i])), "✕",
+            style = "color:red; margin-left:8px;")
+        )
+      }))
+    })
+  })
+}

R/umsatz/bank_connections.R

@@ -0,0 +1,29 @@
+# R/read_functions.R — Hilfsfunktion
+# R/read_functions.R — read_hibiscus bereinigen
+read_hibiscus <- function(conn) {
+  tbl(conn, "hibiscus_transactions") %>%
+    select(id, konto_id, empfaenger_name, empfaenger_konto,
+      betrag, zweck, datum, valuta, saldo) %>%
+    left_join(
+      tbl(conn, "postings") %>%
+        select(id, bank_transaction_id, entry_id) %>%
+        rename(posting_id = id),
+      by = c("id" = "bank_transaction_id")
+    ) %>%
+    collect() %>%
+    mutate(
+      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
+resolve_contact <- function(conn, empfaenger_name, empfaenger_konto) {
+  bc <- tbl(conn, "bank_connections") %>%
+    filter(iban == empfaenger_konto | remote_name == empfaenger_name) %>%
+    select(contact_id) %>%
+    collect()
+  if (nrow(bc) > 0) bc$contact_id[1] else NA_integer_
+}

R/umsatz/module_umsatz.R

@@ -0,0 +1,337 @@
+umsatzUI <- function(id) {
+  ns <- NS(id)
+  tagList(
+    useShinyjs(),
+    # Sync-Button oben
+    div(
+      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
+    div(
+      style = "max-height: 70vh; overflow-y: auto;",
+      reactableOutput(ns("umsatz_table"))
+    )
+  )
+}
+
+umsatzServer <- function(id, conn, r_global) {
+  moduleServer(id, function(input, output, session) {
+    ns <- session$ns
+    
+    # ── Daten ----
+    refresh    <- reactiveVal(0)
+    zeige_alle <- reactiveVal(FALSE)
+    
+    umsatz_data <- reactive({
+      r_global$umsatz_refresh
+      d <- read_hibiscus(conn)
+      if (!r_global$umsatz_zeige_alle) d <- d %>% filter(!gebucht)
+      d %>% arrange(desc(valuta))
+    })
+    
+    
+    # ── Filter-Buttons ----
+    observeEvent(input$filter_ungebucht, { zeige_alle(FALSE) })
+    observeEvent(input$filter_alle,      { zeige_alle(TRUE)  })
+    
+    # ── Sync ───────────────────────────────────────────────────────────────────
+    observeEvent(input$sync, {
+      showNotification("Sync läuft...", type = "message", duration = 3)
+      tryCatch({
+        result <- sync_hibiscus(conn)
+        r_global$umsatz_refresh <- isolate(r_global$umsatz_refresh) + 1
+        showNotification("✓ Sync abgeschlossen", type = "message")
+      }, error = function(e) {
+        showNotification(paste("Fehler:", e$message), type = "error")
+      })
+    })
+    
+    # ── Tabelle ----
+    output$umsatz_table <- renderReactable({
+      # remote_names einmal laden
+      known_names <- dbGetQuery(conn, "SELECT contact_text FROM bank_connections")$contact_text
+      
+      reactable(
+        umsatz_data() %>%
+          select(id, valuta, empfaenger_name, empfaenger_konto,
+            betrag, zweck, gebucht, posting_id, entry_id),
+        striped       = TRUE,
+        highlight     = TRUE,
+        searchable = T,
+        searchMethod = JS("function(rows, columnIds, filterValue) {
+        var filter = filterValue.toLowerCase().replace(',', '.').replace(/\\s/g, '');
+        return rows.filter(function(row) {
+          return columnIds.some(function(col) {
+            var val = row.values[col];
+            var str = val === null || val === undefined ? '' : String(val);
+            var strNorm = str.toLowerCase().replace(',', '.').replace(/\\s/g, '');
+            return strNorm.includes(filter) ||
+                   (typeof val === 'number' && 
+                    String(Math.abs(val)).includes(filter));
+          });
+        });
+      }"),
+        filterable    = F,
+        pagination = F,
+        selection     = "multiple",
+        onClick       = "select",
+        defaultSorted = list(valuta = "desc"),
+        columns       = list(
+          id               = colDef(show = FALSE),
+          posting_id       = colDef(show = FALSE),
+          entry_id         = colDef(show = FALSE),
+          valuta           = colDef(name = "Datum",     maxWidth = 120),
+          empfaenger_name  = colDef(
+            name     = "Empfänger",
+            minWidth = 150,
+            style    = function(value) {
+              if (!is.na(value) && !(value %in% known_names)) {
+                list(color = "red", fontWeight = "bold")
+              }
+            }
+          ),
+          empfaenger_konto = colDef(name = "IBAN",      minWidth = 150),
+          betrag           = colDef(
+            name     = "Betrag",
+            maxWidth = 110,
+            align    = "right",
+            format   = colFormat(currency = "EUR", separators = TRUE, locales = "de-DE")
+          ),
+          zweck            = colDef(name = "Zweck",    minWidth = 200),
+          gebucht          = colDef(
+            name     = "Gebucht",
+            maxWidth = 80,
+            align    = "center",
+            cell     = function(value) if (value) "✓" else "—"
+          )
+        ),
+        rowStyle = function(index) {
+          if (umsatz_data()$gebucht[index])
+            list(color = "gray", opacity = "0.5")
+        }
+      )
+    })
+    
+    # ── Selektierter Umsatz ----
+    sel <- reactive(getReactableState("umsatz_table", "selected"))
+    
+    selected_umsatz <- reactive({
+      req(sel())
+      umsatz_data()[sel(), ]
+    })
+    
+    # ── Buchungs-Panel ----
+    output$buchungs_panel <- renderUI({
+      req(selected_umsatz())
+      rows <- selected_umsatz()
+      
+      alle_gebucht    <- all(rows$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 #", 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$empfaenger_konto)
+        } else {
+          NULL
+        }
+        
+        tagList(
+          h4(if (nrow(rows) == 1) "Buchen" else paste0(nrow(rows), " Umsätze buchen")),
+          info_text,
+          fluidRow(
+            column(4,
+              selectizeInput(ns("konto"), "Konto:",
+                choices  = get_account_choices(conn),
+                selected = 0,
+                width    = "100%")
+            ),
+            column(3,
+              selectizeInput(ns("projekt"), "Projekt:",
+                choices  = get_project_choices(conn),
+                width    = "100%")
+            ),
+            column(3,
+              selectizeInput(ns("kontakt"), "Kontakt:",
+                choices  = get_contact_choices(conn),
+                selected = kontakt_selected,
+                width    = "100%")
+            ),
+            column(1,
+              div(style = "margin-top: 25px;",
+                actionBttn(ns("new_contact"), "Neuer Kontakt",
+                  size = "xs", style = "minimal", icon = icon("plus"), color = "warning")
+              )
+            ),
+            column(1,
+              div(style = "margin-top: 25px;",
+                actionBttn(ns("buchen"), "Buchen",
+                  size = "sm", style = "minimal", color = "success",
+                  icon = icon("check"))
+              )
+            )
+          )
+        )
+      }
+    })
+    
+    # ── Zur Buchung springen ----
+    observeEvent(input$goto_buchung, {
+      req(selected_umsatz())
+      r_global$nav_history      <- c(r_global$nav_history, list(list(tab = "umsatz")))
+      r_global$jump_to_entry_id <- selected_umsatz()$entry_id
+      r_global$active_tab       <- "buchungen"
+    })
+    
+    # ── Buchen ----
+    observeEvent(input$buchen, {
+      req(selected_umsatz(), input$konto, input$konto != 0)
+      rows <- selected_umsatz()
+      rows <- rows %>% filter(!gebucht)
+      req(nrow(rows) > 0)
+      
+      bank_connections <- dbReadTable(conn, "bank_connections")
+      
+      for (i in seq_len(nrow(rows))) {
+        u <- rows[i, ]
+        gegenkonto_id <- dbReadTable(conn, "accounts") %>%
+          filter(hibiscus_account_id == u$konto_id) %>%
+          pull(id)
+        if (length(gegenkonto_id) == 0) next
+        
+        # contact_id: manuell gewählt oder aus bank_connections
+        contact_id <- if (!is.null(input$kontakt) && as.integer(input$kontakt) != 0) {
+          as.integer(input$kontakt)
+        } else {
+          match <- bank_connections %>%
+            filter(contact_text == u$empfaenger_name) %>%
+            pull(contact_id)
+          if (length(match) > 0) as.integer(match[[1]]) else NA_integer_
+        }
+        
+        new_t_id <- max_id(conn, "entries") + 1L
+        dbxInsert(conn, "entries", data.frame(
+          id         = new_t_id,
+          contact_id = contact_id,
+          note       = u$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$id, NA_integer_)
+        ))
+      }
+      
+      refresh(refresh() + 1)
+      showNotification(
+        paste0("✓ ", nrow(rows), " Umsatz/Umsätze gebucht"),
+        type = "message"
+      )
+    })
+    
+    # ── Neuer Kontakt / Bankverbindung ----
+    observeEvent(input$new_contact, {
+      req(selected_umsatz())
+      u <- selected_umsatz()
+      contact_choices <- get_contact_choices(conn)
+      showModal(modalDialog(
+        title = "Neuer Kontakt",
+        selectizeInput(ns("existing_contact_id"),
+          "Vorhandenen Kontakt verknüpfen (optional)",
+          choices = contact_choices,
+          selected = 0,
+          options = list(placeholder = "Kontakt suchen...")
+        ),
+        hr(),
+        conditionalPanel(
+          condition = paste0("input['", ns("existing_contact_id"), "'] == '0'"),
+          textInput(ns("new_contact_name"), "Name", value = u$empfaenger_name)
+        ),
+        textInput(ns("new_contact_iban"), "IBAN", value = u$empfaenger_konto),
+        footer = tagList(
+          modalButton("Abbrechen"),
+          actionBttn(ns("save_contact"), "Speichern",
+            style = "minimal", color = "success")
+        )
+      ))
+    })
+    # ** Neuen Kontakt/Bvb speichern
+    observeEvent(input$save_contact, {
+      u <- selected_umsatz()
+      existing_id <- as.integer(input$existing_contact_id)
+      if (!is.na(existing_id) && existing_id != 0L) {
+        # ── Nur bank_connection anlegen ----
+        target_contact_id <- existing_id
+        
+      } else {
+        # ── Neuen Kontakt + bank_connection anlegen ----
+        req(input$new_contact_name)
+        target_contact_id <- max_id(conn, "contacts") + 1L
+        dbxInsert(conn, "contacts", data.frame(
+          id           = target_contact_id,
+          display_name = input$new_contact_name
+        ))
+      }
+      new_bc_id <- max_id(conn, "bank_connections") + 1L
+      dbxInsert(conn, "bank_connections", data.frame(
+        id          = new_bc_id,
+        contact_id  = target_contact_id,
+        iban        = input$new_contact_iban,
+        contact_text = u$empfaenger_name
+      ))
+      removeModal()
+      updateSelectizeInput(session, "kontakt",
+        choices  = get_contact_choices(conn),
+        selected = target_contact_id
+      )
+      msg <- if (existing_id != 0L) "✓ Bankverbindung verknüpft" else "✓ Kontakt angelegt"
+      showNotification(msg, type = "message")
+    })
+    
+    ## ** Auswahl aufheben ----
+    observeEvent(input$deselect_all, {
+      updateReactable("umsatz_table", selected = NA, session = session)
+    })
+    
+  })
+}

db/data_transfer.R

@@ -218,6 +218,22 @@ if (ok) {
     creditorid 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)
 }
 
@@ -400,16 +416,54 @@ if (ok) {
   dbWriteTable(con_s, "postings", postings, append = TRUE)
 }
 
-# Transfer Hibiscus transactions ----
+# 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) {
-  spalten <- dbxSelect(con_f, "SELECT * FROM Umsatz WHERE id=1") %>%
+  bank_connections <- dbxSelect(con_f, "
-    names %>%
+    SELECT id, adress_id, kontakt, iban, bic, kreditinstitut, 
-    paste(collapse = ",")
+           remote_name, created_at, updated_at
-  query <- paste("SELECT", spalten, "FROM Umsatz")
+    FROM Bankverbindungen
-  hib <- dbxSelect(con_f, query) %>%
+  ") %>%
-    select(-fz_jahr)
+    transmute(
-  dbWriteTable(con_s, "hibiscus_transactions", hib, append = TRUE)
+      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 ----

global.R

@@ -5,18 +5,19 @@ library("shinyWidgets")
 library("DBI")
 library("RSQLite")
 library("dbx")
+library("RJDBC")
 library("shinydashboard")
 library("reactable")
 library("conflicted")
 library("R.utils")
+library("shinyjs")
 
 conflicts_prefer(dplyr::select)
 conflicts_prefer(dplyr::filter)
 
-options(shiny.reactlog = TRUE)
-options(shiny.error = browser)
 
 conn <- dbConnect(RSQLite::SQLite(), "db/development.sqlite")
 sourceDirectory("R/")
+source("~/R/rfunc/fehler_add.R")
 
 

server.R

@@ -1,5 +1,58 @@
-server <- function(input, output) {
+# server.R
+server <- function(input, output, session) {
   
-  buchungenServer("buchungen_tab", conn) 
+  # ── Globaler Navigations-Bus ───────────────────────────────────────────────
+  r_global <- reactiveValues(
+    active_tab         = NULL,
+    nav_history        = list(),
+    buchungen_filter   = "alle",
+    umsatz_zeige_alle  = FALSE,
+    umsatz_refresh     = 0,
+    jump_to_entry_id   = NULL,
+    jump_to_account_id = NULL,
+    jump_to_contact_id = NULL,
+    jump_to_project_id = NULL
+  )
   
-}
+  # ── Tab-Wechsel ────────────────────────────────────────────────────────────
+  observeEvent(r_global$active_tab, ignoreInit = TRUE, {
+    req(r_global$active_tab)
+    updateTabItems(session, "tabs", selected = r_global$active_tab)
+    r_global$active_tab <- NULL
+  })
+  
+  # ── Back-Button ────────────────────────────────────────────────────────────
+  observeEvent(input$back_btn, {
+    req(length(r_global$nav_history) > 0)
+    last             <- tail(r_global$nav_history, 1)[[1]]
+    r_global$nav_history <- head(r_global$nav_history, -1)
+    updateTabItems(session, "tabs", selected = last$tab)
+  })
+  
+  # ── Filter Buchungen ───────────────────────────────────────────────────────
+  observeEvent(input$filter_alle,  { r_global$buchungen_filter <- "alle"  })
+  observeEvent(input$filter_giro,  { r_global$buchungen_filter <- "giro"  })
+  observeEvent(input$filter_monat, { r_global$buchungen_filter <- "monat" })
+  
+  # ── Filter Umsätze ─────────────────────────────────────────────────────────
+  observeEvent(input$umsatz_filter_ungebucht, { r_global$umsatz_zeige_alle <- FALSE })
+  observeEvent(input$umsatz_filter_alle,      { r_global$umsatz_zeige_alle <- TRUE  })
+  
+  # ── Sync Hibiscus ──────────────────────────────────────────────────────────
+  observeEvent(input$umsatz_sync, {
+    showNotification("Sync läuft...", type = "message", duration = 3)
+    tryCatch({
+      source("sync_hibiscus.R", local = TRUE)
+      r_global$umsatz_refresh <- isolate(r_global$umsatz_refresh) + 1
+      showNotification("✓ Sync abgeschlossen", type = "message")
+    }, error = function(e) {
+      showNotification(paste("Fehler:", e$message), type = "error")
+    })
+  })
+  
+  # ── Module ─────────────────────────────────────────────────────────────────
+  accountsServer("accounts_tab", conn, r_global)
+  buchungenServer("buchungen_tab", conn, r_global)
+  umsatzServer("umsatz_tab", conn, r_global)
+  contactsServer("contacts_tab", conn, r_global)
+}

ui.R

@@ -1,24 +1,76 @@
-## ui.R ##
+# ui.R
 dashboardPage(
-  dashboardHeader(),
+  dashboardHeader(
-  ## Sidebar content
+    title = "GemFin",
-  dashboardSidebar(
+    
-    sidebarMenu(
+    # Back-Button
-      menuItem("buchungen", tabName = "buchungen", icon = icon("dashboard")),
+    tags$li(
-      menuItem("konten", tabName = "Konten", icon = icon("th"))
+      class = "dropdown",
+      style = "padding: 8px 10px;",
+      actionBttn("back_btn", "Zurück",
+        size = "xs", style = "minimal",
+        icon = icon("arrow-left"))
+    ),
+    
+    # Filter Buchungen
+    tags$li(
+      class = "dropdown",
+      conditionalPanel(
+        condition = "input.tabs == 'buchungen'",
+        div(
+          style = "display: flex; align-items: center; gap: 4px; padding: 8px 4px;",
+          actionBttn("filter_alle",  "Alle",         size = "xs", style = "minimal"),
+          actionBttn("filter_giro",  "Girokonto",    size = "xs", style = "minimal"),
+          actionBttn("filter_monat", "Dieser Monat", size = "xs", style = "minimal")
+        )
+      )
+    ),
+    
+    # Filter Umsätze
+    tags$li(
+      class = "dropdown",
+      conditionalPanel(
+        condition = "input.tabs == 'umsatz'",
+        div(
+          style = "display: flex; align-items: center; gap: 4px; padding: 8px 4px;",
+          actionBttn("umsatz_filter_ungebucht", "Ungebucht",
+            size = "xs", style = "minimal", color = "warning"),
+          actionBttn("umsatz_filter_alle", "Alle",
+            size = "xs", style = "minimal"),
+          actionBttn("umsatz_sync", "Sync",
+            size = "xs", style = "minimal",
+            icon = icon("rotate"), color = "primary")
+        )
+      )
     )
   ),
- dashboardBody(
+  
+  dashboardSidebar(
+    sidebarMenu(id = "tabs",
+      menuItem("Buchungen", tabName = "buchungen", icon = icon("list")),
+      menuItem("Umsätze",   tabName = "umsatz",   icon = icon("bank")),
+      menuItem("Konten",    tabName = "konten",    icon = icon("building-columns")),
+      menuItem("Adressen",    tabName = "contacts",    icon = icon("people-group"))
+    )
+  ),
+  
+  dashboardBody(
+    tags$head(
+      tags$link(rel = "stylesheet", type = "text/css", href = "main.css")
+    ),
     tabItems(
-      # First tab content
       tabItem(tabName = "buchungen",
         buchungenUI("buchungen_tab")
       ),
-
+      tabItem(tabName = "umsatz",
-      # Second tab content
+        umsatzUI("umsatz_tab")
-      tabItem(tabName = "widgets",
+      ),
-        h2("Widgets tab content")
+      tabItem(tabName = "konten",
+        accountsUI("accounts_tab")
+      ),
+      tabItem(tabName = "contacts",
+        contactsUI("contacts_tab")
       )
     )
   )
-)
+)

www/main.css

@@ -0,0 +1,42 @@
+
+      /* Verringert den Abstand in der Filter-Zelle */
+      .rt-filter-group {
+        padding: 2px 4px !important; 
+      }
+      
+      /* Macht die Eingabefelder selbst flacher */
+      .rt-filter-input {
+        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;
+}
+
+
+