- 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.
- Ensure all email/SMS send attempts are audit-logged, including API errors, exceptions, invalid addresses, and disabled service cases; logs now include raw API responses or exception details for better diagnostics.
- Fix audit log parameter builder to never pass NULL for NOT NULL columns (`config`, `DateSent`).
- Add unit tests covering all send paths and audit log correctness.
- Percent-encode non-ASCII/control chars in `DocumentMetadataBuilder` for safe HTTP header metadata; add tests.
- Simplify admin test mail dialog JS and improve success handler robustness.
- Set `charset=utf-8` in admin controller JSON responses for OCORE consistency.
- Update minified JS to match new admin dialog logic.
- 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.
- 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.
Move the invoice draft editor to a backend single source of truth: an
in-memory InvoiceDraftSession (per-token, cached) holds the editable payload,
server-computed sums/VAT and validation, plus an automatic change history. The
browser posts single edits; the server recomputes and signals the editing
session over a dedicated SignalR hub (DraftPreviewHub) to re-fetch.
This reverses the previously-documented stateless editor (EVAL_live_invoice_editing,
INVOICE_LIFECYCLE §10), by explicit product decision — captured in ADR 0006 and 0007
plus the live-draft-editing concept doc.
Backend (this milestone):
- InvoiceDraftSession + ChangeHistoryEntry data holders
- InvoiceDraftCalculator: pure port of quantChange/invSumUpdate (§13b, VAT-by-rate)
and consistency checks — fully unit-tested
- IInvoiceDraftCache/InvoiceDraftCache: in-memory store with idle sliding TTL
- IInvoiceDraftService/InvoiceDraftEditService: open (payload or DB reload), patch,
build state, flush via existing RegisterInvoiceAsync (no new persistence), preview
from cache, discard (DB reload), history
- InvoiceDraftExpiryService: pre-expiry warning + eviction-with-reason
- DraftPreviewHub + IDraftNotifier/DraftNotifier: targeted draftReady/draftExpiring/
draftClosed signals per draft token
- inv/dopen|dstate|dpatch|dpreview|dsave|dhistory|ddiscard|dclose endpoints; save
reports success/failure via the existing EventService
- DI + hub mapping in Program.cs
Frontend (additive foundation): $fis.draft SignalR client for /draftpreview.
The editor DOM inversion (routing deltas, rendering from server state) is the
next, separately-verified step; existing endpoints are unaffected.
Tests: 30 new (calculator, cache, expiry, patch/history, flush); 306 total passing.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Modified the stored procedure `fds__admin_getReportCatalog.sql` to use the correct schema for `all_objects`.
- Added new folders and projects for `eRechnungLib` in the solution file `Fuchs_Intranet.slnx`, including validation and test projects.
- Updated submodule reference for `OCORE`.
- Added new submodule `eRechnungLib` with initial commit.
- Increased the length of the NameOfPayer field from NVARCHAR(60) to NVARCHAR(140) in the banking transactions function, table, temporary table, and user-defined type to accommodate longer names.
- Expanded the SepaRemittanceInformation field from VARCHAR(150) to VARCHAR(200) in the banking transactions function for more detailed remittance information.
- Modified the stored procedure fds__setBankingtransaction_done to return additional transaction data (ValueDate and Amount) along with the success flag for improved notification messaging.
- Added validation in MFRClientConfig constructor to ensure the provided URL is not null or empty, enhancing error handling for configuration settings.
- Updated FdsSqlOptions to accept an optional ILogger parameter for improved error logging.
- Modified FdsMfr and FdsMfrClient classes to pass the logger instance to FdsSqlOptions.
- Added detailed error logging in various methods to capture SQL execution issues and file handling errors.
- Improved documentation for FdsSqlOptions to clarify logging behavior.
- Updated Archive class to log compression errors, enhancing traceability of failures.
- Adjusted project configuration to suppress specific warnings related to transitive dependencies.
- Added NuGet.config to define package sources for dependency management.
- Updated submodule references for OCORE and related projects.
- Add AzureBlobStorageService, DocumentArchiveSyncService, and related config for secondary PDF archiving of invoices/reminders
- Add SQL procs and schema changes for archive backfill
- Update invoice/reminder services to upload PDFs to blob storage
- Add telemetry counters and unit tests for blob storage/archive logic
- Add Fuchs:Email:OverrideRecipient config and enforce dev/test email redirect in ProcessWebComService, with tests
- Improve JS date parsing (German formats), stricter JSON date detection
- Increase widget SQL timeouts, update dependencies, docs, and project files
- Support parsing camt.052 ZIP archives in CamtParser and BankingService
- Add CamtZipParserTests for ZIP parsing (single/multi/malformed/empty cases)
- Add CamtRealFileTests: integration tests for real bank exports (ZIP, XML, CAMT, MT940, STA) in git-ignored test data dir
- Update .gitignore and add README.md for test data usage
- Copy test data files in Fuchs.Tests.csproj; add .gitkeep
- Refactor BankingService CAMT mapping logic
- Overhaul connection string config: use {username}/{password} tokens, resolve from secrets at runtime, update appsettings and Key Vault keys
- FdsConfig.Initialize now accepts IConfiguration for DI support; Program.cs updated to pass builder.Configuration.
- Gulp "copy" task logs copied files for better feedback.
- Bank statement file input now accepts all file types.
- Updated glyphicon font binary assets.
Front-end (fis.inv_shared.js / fis.inv_txt_de.js, rebuilt bundles):
- 3-way set display switch (setprice/itemprices/setonly) via admin.setmode,
emitted into InvoiceOptions by FdsInvoiceData.BuildInvoiceOptions.
- Each request block now posts items[] in the backend contract shape
(title/desc/qty/price_net/total_net + set type/setId tags) via itemToContract.
- invcPayload normalises the editor model to the field names BuildInvoiceParams
reads (sms totals -> new.total_net/total_gross, invoicetitle->title,
loc->provisionlocation, admin.paymentterms->new.paymentterm, CustomerId->customerid).
Back-end:
- BuildInvoiceOptions adds the setmode token alongside §13b.
- VAT rate+amount now taken from sms.vat (HighestVat) instead of the broken
items 'is List<object>' detection that pinned the rate to 19.
- InvoiceSetPricing blanks price/total cells for text/title heading lines.
Tests: set-pricing text-line blanking, HighestVat selection/parsing, updated
the VAT param test to the sms.vat contract. 180 passing.
Note: the second VAT slot (InvoiceVAT_2) stays unused by design; mixed-rate
invoices store only the highest rate (pre-existing, accepted).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Assesses the proposed server-held edit state + SignalR live-edit channel against
the current stateless design. Recommendation: don't do the full rewrite now (it
adds stateful-server/scaling/reconnect complexity for a single-editor back-office
flow); instead add a stateless inv/calc endpoint that reuses the backend pricing
(InvoiceSetPricing/VAT) so the editor stops duplicating the math — capturing the
real value without sockets. Add SignalR later only as transport if real-time
co-editing becomes a genuine requirement.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Sets (mfr__items Type='set') can be shown three ways on the invoice:
- SetPrice (default): set line priced, member items shown without price
- ItemPrices: member items priced, set line as a heading without price
- SetOnly: only the set line (priced), members removed
- InvoiceSetPricing (new): the authoritative, unit-tested transformation
(SetDisplayMode + Build) that both sides agree on; set price always equals the
sum of members. Mode is read from InvoiceOptions ("setmode:<mode>").
- FuchsPdf.ApplyInvoice renders through it: lines flagged ShowPrice=false print
blank price/total cells; set headers are emphasised. Invoices without sets are
unchanged. Totals come from the registration balance, so modes are purely
presentational and never change the sum.
- InvoiceSetPricingTests (+14): all three modes, set-price = member sum, header
total fallback, no-set pass-through, option parsing.
- Docs/INVOICE_SET_PRICING.md documents the front-end contract (the editor sets
the mode token + tags set header/member items); the back-end does the rest.
Front-end editor wiring is specified in the doc but intentionally not shipped
blind (cannot validate the running editor here).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Reviewed the data service against mfr_interface_description.md. The OData entity
sync already follows @odata.nextLink and now inherits the MFR client's transient
retry + timeout, so it is spec-aligned. Reliability/performance improvements:
- MFRClient.GetFile no longer news up an HttpClient per call (socket-exhaustion
risk); added GetFileAsync backed by one shared static HttpClient with
per-request auth, and GetFile delegates to it.
- GetInvoiceFiles_async now downloads + stores invoice PDFs in parallel
(bounded concurrency 4) via Parallel.ForEachAsync instead of sequentially.
- Threaded CancellationToken from the MfrSync job through UpdateIfNecessary_async/
UpdateRequested_async/GetInvoiceFiles_async and the entity-sync loops for
graceful shutdown (cooperative checks between iterations). Entity-table sync
is left sequential on purpose (referential ordering by updateneed).
IFdsMfr sync methods gained optional CancellationToken params (default) — the
web app only uses the read methods, so this stays source-compatible with Fuchs.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- 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>
Verified every [dbo].[...] object the backend calls against the SSDT project.
Two real mismatches fixed (both would fail at runtime):
- Banking search (bam/btl mode=s) called a non-existent
[dbo].[fds__getBankingtransactions_list2] and dropped @tgtdate. The actual
proc (and the legacy call) is [dbo].[fds__getBankingtransfers_list2]
(@tgtdate,@mode,@search,@authuser) — corrected name + parameters.
- Widget generic branch called a phantom [dbo].[fds__getWidget] that never
existed (legacy only had my/one; the dashboard only requests wdg/my, wdg/one).
The default branch now returns 404 instead of hitting a missing proc.
(The 'fuchs__admin_logdebug' reference is only in a commented-out line.)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Adds the SQL Server Data Tools project for the fuchs_fds database — tables,
table types, functions and stored procedures that the backend calls (e.g.
fds__getInvoice, fds__merge_bankingtransactions, fds__tt__bankingtransactions,
fds__admin_getReportCatalog, fis_* auth). Build/model caches (bin, obj,
*.dbmdl, *.jfm, *.user) are git-ignored.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- 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>
- New CAMTParser project: namespace-agnostic parser for camt.052/053/054
producing a statement/entry model aligned with the banking columns
(account, amount, debit/credit, dates, counterparty, references, remittance).
- BankingService now auto-detects the upload format (XML→CAMT, else MT940)
and maps either into the same fds__tt__bankingtransactions DataTable, so the
bam/up handler transparently accepts both.
- Frontend (fis.bam.de.js) upload field now advertises accept for both
MT940 (.sta/.mt940/.txt) and CAMT (.xml/.camt).
- Tests (+14, 151 total): CamtParserTests cover parsing (credit/debit,
namespace-version agnostic, reversals), detection, and failure/edge inputs
(empty, invalid XML, non-CAMT); BankingDualFormatTests verify CAMT and MT940
both land in the same DataTable.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Move the intranet off the static-helper / Active-Record pattern onto
constructor-injected services, removing controller coupling and the
sync-over-async (Task.Run().Wait()) hot spots in the data classes.
Services now registered and consumed via DI:
- IBankingService, IPdfService, IMfrClientFactory (singletons)
- IWidgetService, IReportService, IInvoiceService, IReminderService (scoped)
Key changes:
- FuchsWidgetService: real widget logic (sql_table/indicator/html +
rendering_options) ported from the static class, which is deleted.
- FuchsReportService + FuchsVisualization: report engine decoupled from
IntranetController (takes connStr/dbSec/userAccountId); static
FuchsReports deleted.
- InvoiceService / ReminderService: implement load/register/render/store
(previously NotImplementedException stubs). FdsInvoiceData /
FdsReminderData are now pure data holders — all DB + PDF work moved into
the services, async throughout (no Task.Run().Wait()).
- Controllers inject and call the services; all `new FdsMfrClient()` calls
go through IMfrClientFactory.
- Deleted dead code: static Banking, FuchsWidgets, FuchsReports, and the
unused IDbConnectionFactory.
- InternalsVisibleTo("Fuchs.Tests") for testing internal mapping logic.
Tests: 127 passing (Banking tests moved to the service; added data-holder
tests for FdsInvoiceData/FdsReminderData). Full solution builds clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Close functional regressions found by comparing the legacy applications
(Intranet_Legacy/) against their C# counterparts:
- ProcessWebComService: send attachments inline (base64) with the
push_com POST so invoice/reminder PDFs are attached again.
- FuchsPdf: wire GetPaycode into ApplyInvoice/ApplyReminder to restore
the SEPA giro-code payment QR, and restore the full standard invoice
text block (§35a labor-cost note, Akonto text, §14/§48 notes, AGB,
Steuernummer, Verrechnungssätze, etc.).
- IntranetController: restore changepassword validation (password
strength, confirmation match, current-password verification) and the
mfr empty-id OData $metadata response.
- Reports: port the ocms_visualization engine to C# (FuchsVisualization)
and wire FuchsReports.ProcessFdsRequest to render generic/
generic_content/chart reports instead of returning an empty OK stub.
Adds smoke tests for the giro QR generator and report page builder.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Extensive structured logging was added throughout IntranetController and all invoice/account handlers to improve traceability and debugging. Logging now covers action entry/exit, error conditions, and key parameters (user IDs, invoice IDs, etc.). Handlers log warnings for missing/invalid input and info/debug for significant events. Minor refactoring extracts form values for better logging. The jQuery `rwText` plugin was hardened against null input. Updated minified JS, font assets, and OCORE submodule. No functional changes to `tools.js`.
Bump Microsoft.IdentityModel.* packages to 8.19.1 in MFR_RESTClient and OCORE. Update Microsoft.NET.Test.Sdk and coverlet.collector in Fuchs.Tests. Refresh OCORE submodule reference. No functional changes; dependency updates only.
Added detailed instruction files for configuration, controller structure, C# standards, OCORE library usage, ImageSharp licensing, and testing. These documents define rules for settings, DI, file layout, package management, and test practices to ensure consistency and compliance during the .NET 10 migration.
Upgraded multiple NuGet packages to latest versions across all projects, including test and core dependencies. Updated OCORE, OCORE_web, and OCORE_web_pdf project references to use local paths. Added OCORE-related projects to the solution file with environment-specific build configs. Fixed package.json structure for valid JSON.
Stefan
Stefan