Commit Graph
8 Commits
Author SHA1 Message Date
StefanandClaude Fable 5.1 5fa7a2b50f Key the set-price menu modes on the set instead of the service-request block (ADR 0019)
"Set mit Preis" / "Nur Set mit Preis" collapsed every block into an inserted
"Gesamtumfang pauschal" row, nulled/removed all lines and cleared the user-defined
set structure. Both modes now convert every still-unconverted top-level set:
the set line takes the sum of its subtree, its members render without a price
(setprice) or are removed from itm + items (setonly); lines outside a set stay
individually priced and several sets stay separate lines. Nested sets are priced
once via their top-level set. One conversion primitive (ConvertSetHeader) now
backs all three triggers; item.setprice is a no-op on an already-converted set
(a repeated delta used to reset the set price to 0). The header's price_net is
mirrored too (flat PDF path unit price), and Build treats a null total_net as
"no price" like the flat path. The editor checks for a set before offering the
modes and the menu entry stays available for sets added later.

ADR 0009 is superseded by 0019; INVOICE_SET_PRICING.md rewritten accordingly.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-10 22:19:01 +02:00
StefanandClaude Sonnet 5 ecc74cf3c6 Add user-defined invoice set structure dialog (ADR 0016)
Playwright Tests / test (push) Canceled after 0s
Lets a back-office user correct/define which invoice line belongs to
which "set" and how deep it is nested, instead of relying only on the
implicit "everything after a Set header until the next Set" grouping
fds__prepInvoice derives. Sets may contain sets; every change applies
immediately to the cached draft session and is reflected in the editor
and PDF (ADR 0006/0008).

Backend:
- InvoiceSetStructure: pure parent-link forest (assign, change level,
  create, place/move-sibling, depth-first linearise + level recompute).
- InvoiceDraftSetStructureDeltas: new inv/dpatch targets set.assign,
  set.level, set.create, set.move.
- InvoiceSetPricing.Build is now order-preserving and nesting-aware
  (governed by the nearest converted ancestor); the set-item switch
  sums a header's transitive descendants so nested conversions never
  double-count.
- FuchsPdf indents nested set members per level, mirroring the editor.

Frontend:
- New fis.inv_sets.js: "Set-Struktur bearbeiten" dialog — per-block
  table of all lines with drag & drop reorder (before/after/into),
  ▲▼ order and ◀▶ level buttons, fold/unfold per set (view-only), and
  a create bar for new Set/Text lines. Posts one delta per action; the
  dialog is a pure view of the server state (ADR 0006).
- _Layout.cshtml / fis_main.js: cache-bust the dynamically imported
  per-module bundles (web/fis.<mdl>.<locale>.js/.css) with an asset
  version derived from the newest bundle write time, so a gulp rebuild
  is picked up without a stale cached module.

Docs: ADR 0016, live-draft-editing concept, INVOICE_SET_PRICING.md,
USER_GUIDE.md, ARCHITECTURE.md updated. Tests: InvoiceSetStructureTests
(new) + additions to InvoiceDraftServiceTests/InvoiceSetPricingTests.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-10 08:55:05 +02:00
Stefan 628802db19 Add function to retrieve company address as JSON and update invoice procedures
- Created a new function `fds__getCompanyAddressJson` to return a company's postal address as a structured JSON object.
- Modified stored procedures `fds__createInvoice`, `fds__setInvoice`, and `fds__prepInvoice` to include a new parameter `@SendToAddressJson` for handling the address data.
- Updated the invoice table and user-defined types to accommodate the new `SendToAddressJson` field.
- Ensured that the address data is properly retrieved and stored in the invoice records.
2026-07-18 18:01:24 +02:00
Stefan 8a0ebeeb1e Add German localization and styling for administration module
- Introduced new JavaScript file `fis.admin_txt_de.js` for German translations of administration-related terms and messages.
- Created `fis.admin.css` for styling the administration interface, including layout, cards, and buttons.
- Added `fis.admin.de.js` for the main functionality of the administration module, implementing features such as system status checks and email testing.
- Minified version of the German JavaScript file created as `fis.admin.de.min.js`.
- Minified CSS file created as `fis.admin.min.css` for optimized loading.
2026-07-16 14:59:14 +02:00
Stefan 49e3ed2673 Add unit tests for Fuchs_DataService and related components
- Introduced comprehensive unit tests for the Fuchs_DataService library, covering DATEV header formatting, CSV/XML generation, and FdsMfrClient construction.
- Implemented tests for FdsMfr.UpdateNeed parsing and FdsShared utility helpers, ensuring correct functionality and stability.
- Added tests for FdsConfig and FdsMfrClient to validate configuration resolution and client construction.

Document decisions on backend-authoritative invoice and reminder handling

- Created ADR 0008 to clarify that all invoice types and reminder stages are backend-authoritative during drafting and previewing.
- Established that all calculations and settings must be processed server-side, ensuring consistency between online editor and PDF outputs.

Define irreversible mutations for set-price modes in invoices

- Documented ADR 0009 to specify that the "Set mit Preis" and "Nur Set mit Preis" operations are irreversible mutations affecting service request blocks.
- Clarified that these operations are not display toggles but actual data changes, ensuring clear expectations for invoice handling.

Transition MFR ERP sync to in-process execution within the web app

- Created ADR 0010 to outline the migration of Fuchs_DataService from a standalone service to an in-process library within the Fuchs web application.
- Updated configuration and logging management to be handled by the host application, streamlining the sync process.

Add publish profile and periodic hosted service for job scheduling

- Introduced a publish profile for deployment to a specified folder.
- Implemented PeriodicHostedService to manage multiple independent jobs, including the MFR ERP sync, with configurable execution intervals.

Add dotnet-tools.json for EF Core CLI tools

- Included dotnet-tools.json to manage the version of dotnet-ef for Entity Framework Core migrations and commands.
2026-07-16 13:34:23 +02:00
StefanandClaude Opus 4.8 2a75664625 Docs: reference mfr_interface_description.md + Fuchs_Database
- ARCHITECTURE.md: add Fuchs_Database (SSDT) and the MFR interface doc to the
  project table; new MFR ERP Integration and Database sections.
- copilot-instructions.md + CLAUDE.md (kept in sync): add MFR ERP integration
  and Database sections pointing to MFR_RESTClient/Docs/mfr_interface_description.md
  as the contract to read before changing the client; CLAUDE.md doc map updated.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 15:05:49 +02:00
StefanandClaude Opus 4.8 1376779224 Docs: update ARCHITECTURE + copilot instructions, add CLAUDE.md + USER_GUIDE
- ARCHITECTURE.md: reflect the implemented DI service layer, CAMTParser,
  OpenTelemetry/observability, the ported report engine, and CAMT+MT940
  banking; mark the resolved observations.
- copilot-instructions.md: add Services/DI, dual-format banking, observability
  and testing sections; add an Instruction-Sync banner.
- CLAUDE.md (new): Claude Code project instructions mirroring the shared rules,
  plus build/test workflow notes. Both files state they must stay in sync.
- USER_GUIDE.md (new, Fuchs/Docs): end-user process guide (login, invoices,
  reminders, requests, banking incl. MT940/CAMT upload, DATEV, reports).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 14:45:39 +02:00
Stefan a4284234b2 Initial Commit after switching from SVN to git 2026-05-03 01:43:52 +02:00