Dokumente hinzugefügt und data.transfer mit attachments-transfer erweitert

.gitignore

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

R/_funktionen/f_table.R

@@ -1,5 +1,5 @@
 f_reactable <- function(daten, coldefs = NULL, selection = "single", 
-  defaultSelected = NULL, hoehe = NULL, highlight_valuta = NULL) {
+  defaultSelected = NULL, hoehe = NULL, highlight_valuta = NULL, filterable = T) {
   reactable(
     daten,
     selection = selection,
@@ -7,7 +7,8 @@ f_reactable <- function(daten, coldefs = NULL, selection = "single",
     pagination = F,
     defaultPageSize = 17,
     showPageSizeOptions = TRUE,
-    filterable = TRUE,
+    defaultSorted = list(valuta = "desc"),
+    filterable = filterable,
     highlight = TRUE,
     height = hoehe,            # <--- FIXIERT DEN HEADER und macht den Body scrollbar
     bordered = TRUE,
@@ -33,3 +34,29 @@ f_reactable <- function(daten, coldefs = NULL, selection = "single",
     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/sync_hibiscus.R

@@ -6,7 +6,7 @@ sync_hibiscus <- function(conn) {
   error_f <- NULL
   
   # ── Einstellungen ────────────────────────────────────────────────────────────
-  SYNC_AB <- as.Date("2024-01-01")
+  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"

R/accounts/accounts_tab.R

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

R/contacts/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

@@ -1,3 +1,22 @@
+##
+## 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) {
   contacts <- tbl(conn, "contacts") |>

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

@@ -22,7 +22,7 @@ read_buch_tabelle <- function(conn, trans_id = NULL){
     left_join(accounts,          by = c("account_id" = "id")) |>
     left_join(projects,          by = c("project_id" = "id")) |>
     left_join(attachment_counts, by = "entry_id") |>
-    select(id, valuta, account_name, projektname, display_name, amount, entry_id, n_attachments, account_id) |>
+    select(id, valuta, account_name, projektname, display_name, amount, entry_id, n_attachments, account_id, contact_id) |>
     collect() %>%
     mutate(
       saldo         = 0,
@@ -35,6 +35,11 @@ read_posting <- function(conn, id){
   dbxSelect(conn, paste0("SELECT * FROM postings WHERE id =", id))
 }
 
+read_buch_entries <- function(conn, idwert){
+  dbxSelect(conn, paste0("SELECT id, entry_id, valuta, account_id, project_id, amount FROM postings WHERE entry_id=", idwert))
+  
+}
+
 
 coldef_entries_tabelle <- 
   list(

R/postings/buchungen_mod.R

@@ -5,22 +5,46 @@ buchungenUI <- function(id) {
   tagList(
     useShinyjs(), 
     h3("Hauptbuchungen"),
-    reactableOutput(ns("buchungen_table")),
+    fluidRow(
+      column(8, reactableOutput(ns("buchungen_table")),
         hr(),
         h3("Details / Gegenbuchungen"),
-    reactableOutput(ns("details_table")),
+        uiOutput(ns("details_table")) ,
-    h3("Anhänge"),
+        
+        
+        ),
+      
+      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%"),
-    br(),
+        div(
-    actionBttn(ns("add_trans"), "Transaktion hinzu", size = "sm", style = "material-flat", color = "warning"),
+          style = "display: flex; flex-direction: column; gap: 10px; align-items: flex-start;",
-    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"),
+          actionBttn(ns("add_detail"), "Detail hinzu", 
+            size = "sm", style = "material-flat", color = "default", block = TRUE),
+          actionBttn(ns("del_detail"), "Detail Löschen", 
+            size = "sm", style = "material-flat", color = "danger", block = TRUE),
+          actionBttn(ns("add_trans"), "Transaktion hinzu", 
+            size = "sm", style = "material-flat", color = "default", block = TRUE),
+          
+          actionBttn(ns("del_trans"), "Transaktion Löschen", 
+            size = "sm", style = "material-flat", color = "danger", block = TRUE),
+          actionBttn(ns("save_trans"), "Transaktion speichern", 
+            size = "sm", style = "material-flat", color = "success", block = TRUE, icon = icon("floppy-disk")),
+        )
+      )
+    ),
+    
+
+    
+    
     
-    # Das UI-Element des Moduls (auch wenn es leer ist)
-    postingModuleUI(ns("posting_modal"))
   )
 }
 
@@ -28,20 +52,17 @@ 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))
-    details_data       <- reactiveVal(NULL)
+    sel_details       <- reactiveVal(NULL)
     selected_trans_id  <- reactiveVal(NULL)
+    reset_trigger <- reactiveVal(NULL)
     current_main_idx <- reactiveVal(NULL)
-    reset_trigger      <- reactiveVal(0)
-    modal_trigger      <- reactiveVal(list(post_id = NULL, counter = 0))
-    highlighted_valuta <- reactiveVal(NULL)
     
-    update_db_trigger <- postingModuleServer(
-      "posting_modal", conn, selected_trans_id, modal_trigger
-    )
     
-    # ── Filter ─────────────────────────────────────────────────────────────────
+    
+    
+    # ── Filter ----
     aktiver_filter <- reactive(r_global$buchungen_filter)
     
     gefilterte_daten <- reactive({
@@ -58,37 +79,8 @@ buchungenServer <- function(id, conn, r_global) {
       else d
     })
     
-    observeEvent(aktiver_filter(), {
-      current_main_idx(NULL)
-      selected_trans_id(NULL)
-      details_data(NULL)
-    })
     
-    # ── Sprung von anderem Modul ───────────────────────────────────────────────
+    # ── Haupttabelle rendern ----
-    observeEvent(r_global$jump_to_entry_id, ignoreInit = TRUE, {
-      req(r_global$jump_to_entry_id)
-      t_id <- r_global$jump_to_entry_id
-      
-      # Daten neu laden
-      postings_data(read_buch_tabelle(conn))
-      
-      # Zeile suchen
-      idx <- which(gefilterte_daten()$entry_id == t_id)[1]
-      req(!is.na(idx))
-      
-      current_main_idx(idx)
-      selected_trans_id(t_id)
-      details_data(read_buch_tabelle(conn, trans_id = t_id))
-      highlighted_valuta(gefilterte_daten()[idx, "valuta"])
-      
-      reset_trigger(isolate(reset_trigger()) + 1)
-      scroll_to_row(ns("buchungen_table"), idx)
-      
-      # Sprungziel zurücksetzen
-      r_global$jump_to_entry_id <- NULL
-    })
-    
-    # ── Haupttabelle rendern ───────────────────────────────────────────────────
     output$buchungen_table <- renderReactable({
       reset_trigger()
       f_reactable(
@@ -96,99 +88,84 @@ buchungenServer <- function(id, conn, r_global) {
         coldefs          = coldef_entries_tabelle,
         selection        = "single",
         hoehe            = "60vh",
-        defaultSelected  = current_main_idx(),
+        filterable = TRUE,
-        highlight_valuta = highlighted_valuta()
       )
     })
     
-    # ── Details laden ──────────────────────────────────────────────────────────
+    sel <- reactive(getReactableState("buchungen_table", "selected"))
-    sel_details <- reactive(getReactableState("buchungen_table", "selected"))
+    observeEvent(sel(), ignoreInit = T, {
+      output$details_table <- renderUI({
+        req(sel())
+        # Daten laden
+        df <- read_buch_entries(conn, gefilterte_daten()$entry_id[sel()])
+        sel_details(df)
         
-    observeEvent(sel_details(), ignoreInit = TRUE, {
+        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())
-      highlighted_valuta(gefilterte_daten()[sel_details(), "valuta"])
+      n_rows <- nrow(sel_details())
-      current_main_idx(sel_details())
-      t_id <- gefilterte_daten()[sel_details(), "entry_id"] |> pull()
-      selected_trans_id(t_id)
-      details_data(read_buch_tabelle(conn, trans_id = t_id))
-    })
       
-    output$details_table <- renderReactable({
+      # Alle Zeilen in einer Liste sammeln
-      req(details_data())
+      all_records <- lapply(1:n_rows, function(ind) {
-      f_reactable(
+        data.frame(
-        details_data(),
+          id         = as.integer(input[[paste0("id_", ind)]]),
-        coldefs   = coldef_entries_tabelle,
+          valuta     = as.Date(input[[paste0("valuta_", ind)]]),
-        selection = "single",
+          amount     = as.numeric(input[[paste0("betrag_", ind)]]),
-        hoehe     = NULL
+          account_id = input[[paste0("account_", ind)]],
+          projekt_id = input[[paste0("projekt_", ind)]],
+          stringsAsFactors = FALSE
         )
       })
       
-    # ── Detail hinzufügen ──────────────────────────────────────────────────────
+      # Zu einem großen Dataframe zusammenfügen
-    observeEvent(input$add_detail, {
+      final_df <- do.call(rbind, all_records)
-      req(selected_trans_id())
+      browser()
-      modal_trigger(list(post_id = NULL, counter = modal_trigger()$counter + 1))
+      
+      # 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")
+      })
     })
     
-    # ── Detail editieren ───────────────────────────────────────────────────────
-    sel_detail <- reactive(getReactableState("details_table", "selected"))
     
-    observeEvent(sel_detail(), ignoreInit = TRUE, {
+    # ── Anhänge ----
-      p_id <- details_data()$id[sel_detail()]
-      modal_trigger(list(post_id = p_id, counter = modal_trigger()$counter + 1))
-    })
-    
-    # ── DB-Update durch Modal ──────────────────────────────────────────────────
-    observeEvent(update_db_trigger(), ignoreInit = TRUE, {
-      req(selected_trans_id())
-      details_data(read_buch_tabelle(conn, trans_id = selected_trans_id()))
-      postings_data(read_buch_tabelle(conn))
-      updateReactable("buchungen_table", data = gefilterte_daten())
-    })
-    
-    # ── Neue Transaktion ───────────────────────────────────────────────────────
-    observeEvent(input$add_trans, {
-      new_t_id <- max_id(conn, "entries") + 1
-      dbxInsert(conn, "entries", data.frame(id = new_t_id))
-      p_id1 <- max_id(conn, "postings") + 1
-      p_id2 <- p_id1 + 1
-      dbxInsert(conn, "postings", data.frame(
-        id         = c(p_id1, p_id2),
-        entry_id   = c(new_t_id, new_t_id),
-        amount     = c(0, 0),
-        account_id = c(0, 0),
-        valuta     = c(Sys.Date(), Sys.Date())
-      ))
-      
-      # Filter zurücksetzen damit neue Transaktion sichtbar ist
-      r_global$buchungen_filter <- "alle"
-      
-      postings_data(read_buch_tabelle(conn))
-      selected_trans_id(new_t_id)
-      details_data(read_buch_tabelle(conn, trans_id = new_t_id))
-      
-      neue_zeile <- which(postings_data()$id == p_id1)
-      current_main_idx(neue_zeile)
-      reset_trigger(isolate(reset_trigger()) + 1)
-      scroll_to_row(ns("buchungen_table"), neue_zeile)
-    })
-    
-    # ── Transaktion löschen ────────────────────────────────────────────────────
-    observeEvent(input$del_trans, ignoreInit = TRUE, {
-      req(selected_trans_id())
-      dbxDelete(conn, "postings", where = data.frame(entry_id = selected_trans_id()))
-      dbxDelete(conn, "entries",  where = data.frame(id = selected_trans_id()))
-      postings_data(read_buch_tabelle(conn))
-      current_main_idx(NULL)
-      selected_trans_id(NULL)
-      details_data(NULL)
-      updateReactable("buchungen_table", data = gefilterte_daten())
-    })
-    
-    # ── Anhänge ────────────────────────────────────────────────────────────────
     output$attachments_ui <- renderUI({
-      req(selected_trans_id())
+      req(sel_details())
+      entry_id <- 
+        dbxSelect(conn, paste0("SELECT entry_id FROM postings WHERE id=",  
+          sel_details()$id[1])) %>% pull
       att <- dbxSelect(conn, paste0(
-        "SELECT * FROM attachments WHERE entry_id = ", selected_trans_id()
+        "SELECT * FROM attachments WHERE entry_id = ", entry_id
       ))
       if (nrow(att) == 0) return(p("Keine Anhänge vorhanden."))
       

R/umsatz/module_umsatz.R

@@ -4,11 +4,15 @@ umsatzUI <- function(id) {
     useShinyjs(),
     # Sync-Button oben
     div(
-      style = "display: flex; justify-content: flex-end; margin-bottom: 8px;",
+      style = "display: flex; justify-content: flex-end; margin-bottom: 8px; gap: 8px;",
+      actionBttn(ns("deselect_all"), "Auswahl aufheben",
+        size = "xs", style = "minimal",
+        icon = icon("xmark"), color = "default"),
       actionBttn(ns("sync"), "Sync Hibiscus",
         size = "xs", style = "minimal",
         icon = icon("rotate"), color = "primary")
     ),
+    
     # Buchungspanel immer sichtbar unten
     uiOutput(ns("buchungs_panel")),
     # Tabelle mit begrenzter Höhe und Scroll
@@ -51,17 +55,34 @@ umsatzServer <- function(id, conn, r_global) {
       })
     })
     
-    # ── Tabelle ────────────────────────────────────────────────────────────────
+    # ── 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,
-        filterable    = TRUE,   # ← das reicht
+        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     = "single",
+        selection     = "multiple",
         onClick       = "select",
         defaultSorted = list(valuta = "desc"),
         columns       = list(
@@ -69,7 +90,15 @@ umsatzServer <- function(id, conn, r_global) {
           posting_id       = colDef(show = FALSE),
           entry_id         = colDef(show = FALSE),
           valuta           = colDef(name = "Datum",     maxWidth = 120),
-          empfaenger_name  = colDef(name = "Empfänger", minWidth = 150),
+          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",
@@ -92,7 +121,7 @@ umsatzServer <- function(id, conn, r_global) {
       )
     })
     
-    # ── Selektierter Umsatz ────────────────────────────────────────────────────
+    # ── Selektierter Umsatz ----
     sel <- reactive(getReactableState("umsatz_table", "selected"))
     
     selected_umsatz <- reactive({
@@ -100,21 +129,49 @@ umsatzServer <- function(id, conn, r_global) {
       umsatz_data()[sel(), ]
     })
     
-    # ── Buchungs-Panel ─────────────────────────────────────────────────────────
+    # ── Buchungs-Panel ----
     output$buchungs_panel <- renderUI({
       req(selected_umsatz())
-      u <- selected_umsatz()
+      rows <- selected_umsatz()
       
-      if (u$gebucht) {
+      alle_gebucht    <- all(rows$gebucht)
+      manche_gebucht  <- any(rows$gebucht) && !alle_gebucht
+      keine_gebucht   <- !any(rows$gebucht)
+      
+      if (alle_gebucht && nrow(rows) == 1) {
+        # Einzelauswahl, bereits gebucht → Sprung-Button
         tagList(
           h4("Bereits gebucht"),
           actionBttn(ns("goto_buchung"),
-            paste0("→ Zur Buchung (Entry #", u$entry_id, ")"),
+            paste0("→ Zur Buchung (Entry #", rows$entry_id, ")"),
             size = "sm", style = "minimal", color = "primary")
         )
+      } else if (manche_gebucht) {
+        div(style = "color: orange;",
+          icon("triangle-exclamation"),
+          strong(paste0(sum(rows$gebucht), " von ", nrow(rows), 
+            " Umsätzen bereits gebucht – bitte nur ungebuchte auswählen."))
+        )
       } else {
+        # Alle ungebucht → Buchungsformular
+        info_text <- if (nrow(rows) > 1) {
+          tags$p(style = "color: steelblue; font-size: 0.9em;",
+            icon("info-circle"),
+            paste0(nrow(rows), " Umsätze ausgewählt – ",
+              "Konto/Projekt/Kontakt werden für alle verwendet.")
+          )
+        }
+        
+        # Kontakt: bei Mehrfachauswahl keinen Auto-Resolve
+        kontakt_selected <- if (nrow(rows) == 1) {
+          resolve_contact(conn, rows$empfaenger_name, rows$empfaenger_konto)
+        } else {
+          NULL
+        }
+        
         tagList(
-          h4("Buchen"),
+          h4(if (nrow(rows) == 1) "Buchen" else paste0(nrow(rows), " Umsätze buchen")),
+          info_text,
           fluidRow(
             column(4,
               selectizeInput(ns("konto"), "Konto:",
@@ -130,11 +187,11 @@ umsatzServer <- function(id, conn, r_global) {
             column(3,
               selectizeInput(ns("kontakt"), "Kontakt:",
                 choices  = get_contact_choices(conn),
-                selected = resolve_contact(conn, u$empfaenger_name, u$empfaenger_konto),
+                selected = kontakt_selected,
                 width    = "100%")
             ),
             column(1,
-              div(style = "margin-top: 25px;",  # Label-Höhe ausgleichen
+              div(style = "margin-top: 25px;",
                 actionBttn(ns("new_contact"), "Neuer Kontakt",
                   size = "xs", style = "minimal", icon = icon("plus"), color = "warning")
               )
@@ -151,7 +208,7 @@ umsatzServer <- function(id, conn, r_global) {
       }
     })
     
-    # ── Zur Buchung springen ───────────────────────────────────────────────────
+    # ── Zur Buchung springen ----
     observeEvent(input$goto_buchung, {
       req(selected_umsatz())
       r_global$nav_history      <- c(r_global$nav_history, list(list(tab = "umsatz")))
@@ -159,21 +216,36 @@ umsatzServer <- function(id, conn, r_global) {
       r_global$active_tab       <- "buchungen"
     })
     
-    # ── Buchen ────────────────────────────────────────────────────────────────
+    # ── Buchen ----
     observeEvent(input$buchen, {
-      req(selected_umsatz(), input$konto)
+      req(selected_umsatz(), input$konto, input$konto != 0)
-      u <- selected_umsatz()
+      rows <- selected_umsatz()
+      rows <- rows %>% filter(!gebucht)
+      req(nrow(rows) > 0)
       
+      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
         
-      req(length(gegenkonto_id) > 0, input$konto != 0)
+        # contact_id: manuell gewählt oder aus bank_connections
+        contact_id <- if (!is.null(input$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 = as.integer(input$kontakt),
+          contact_id = contact_id,
           note       = u$zweck
         ))
         
@@ -188,19 +260,33 @@ umsatzServer <- function(id, conn, r_global) {
           booking_date        = c(as.character(u$datum),  as.character(u$datum)),
           bank_transaction_id = c(u$id, NA_integer_)
         ))
+      }
       
       refresh(refresh() + 1)
-      showNotification("✓ Gebucht", type = "message")
+      showNotification(
+        paste0("✓ ", nrow(rows), " Umsatz/Umsätze gebucht"),
+        type = "message"
+      )
     })
     
-    # ── Neuer Kontakt ──────────────────────────────────────────────────────────
+    # ── Neuer Kontakt / Bankverbindung ----
     observeEvent(input$new_contact, {
       req(selected_umsatz())
       u <- selected_umsatz()
-      
+      contact_choices <- get_contact_choices(conn)
       showModal(modalDialog(
         title = "Neuer Kontakt",
-        textInput(ns("new_contact_name"), "Name", value = u$empfaenger_name),
+        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"),
@@ -209,33 +295,43 @@ umsatzServer <- function(id, conn, r_global) {
         )
       ))
     })
-    
+    # ** Neuen Kontakt/Bvb speichern
     observeEvent(input$save_contact, {
-      req(input$new_contact_name)
       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
         
-      new_c_id <- max_id(conn, "contacts") + 1L
+      } else {
+        # ── Neuen Kontakt + bank_connection anlegen ----
+        req(input$new_contact_name)
+        target_contact_id <- max_id(conn, "contacts") + 1L
         dbxInsert(conn, "contacts", data.frame(
-        id           = new_c_id,
+          id           = target_contact_id,
           display_name = input$new_contact_name
         ))
-      
+      }
       new_bc_id <- max_id(conn, "bank_connections") + 1L
       dbxInsert(conn, "bank_connections", data.frame(
         id          = new_bc_id,
-        contact_id  = new_c_id,
+        contact_id  = target_contact_id,
         iban        = input$new_contact_iban,
-        remote_name = u$empfaenger_name
+        contact_text = u$empfaenger_name
       ))
-      
       removeModal()
-      
       updateSelectizeInput(session, "kontakt",
         choices  = get_contact_choices(conn),
-        selected = new_c_id
+        selected = target_contact_id
       )
-      
+      msg <- if (existing_id != 0L) "✓ Bankverbindung verknüpft" else "✓ Kontakt angelegt"
-      showNotification("✓ Kontakt angelegt", type = "message")
+      showNotification(msg, type = "message")
     })
+    
+    ## ** Auswahl aufheben ----
+    observeEvent(input$deselect_all, {
+      updateReactable("umsatz_table", selected = NA, session = session)
+    })
+    
   })
 }

db/data_transfer.R

@@ -242,7 +242,7 @@ if (ok) {
 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
+           konto_hibiscus, konto_wiso, kontonummer_bank, notizen, ist_spende
     FROM Konten
   ") %>%
     transmute(
@@ -253,7 +253,7 @@ if (ok) {
       budget_id = as.integer(budget_id),
       wiso_account = konto_wiso,
       bank_account_no = kontonummer_bank,
-      is_donations = as.integer(b_spenden),
+      is_donations = as.integer(ist_spende),
       notes = notizen,
       created_at = created_at,
       updated_at = updated_at
@@ -441,6 +441,30 @@ if(ok){
 } ## -------------------------------------------------------  2026-03-19 16:38 
 
 
+## * Daeien 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) {
   bank_connections <- dbxSelect(con_f, "
@@ -460,6 +484,7 @@ if (ok) {
       updated_at  = as.character(updated_at)
     )
   
+  sum(duplicated(bank_connections$id))
   dbWriteTable(con_s, "bank_connections", bank_connections, append = TRUE)
   error_f <- fehler_add(
     paste(nrow(bank_connections), "Bankverbindungen übertragen"), TRUE, error_f

server.R

@@ -54,4 +54,5 @@ server <- function(input, output, session) {
   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

@@ -49,11 +49,15 @@ dashboardPage(
     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("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(
       tabItem(tabName = "buchungen",
         buchungenUI("buchungen_tab")
@@ -63,6 +67,9 @@ dashboardPage(
       ),
       tabItem(tabName = "konten",
         accountsUI("accounts_tab")
+      ),
+      tabItem(tabName = "contacts",
+        contactsUI("contacts_tab")
       )
     )
   )