feat(accounting): Accounting settings tab (km / per-diem rate, require-proof)
New Settings -> Accounting tab (gated by the accounting flag) to edit the km rate, per-diem rate and the "require proof for expense" toggle (reads GET / writes PUT /admin/settings/accounting). Rates are CHF, stored as integer minor units; carries the "verify with your Treuhaender" disclaimer. Wired into SettingsPage (TabType, keys, flag-gated nav item, render) + the features barrel. i18n: settings.accounting.* (EN + DE, DE native). Verified: tsc --noEmit clean (0 errors); en/de JSON valid; npm run build green.
This commit is contained in:
Luca
@@ -18,3 +18,4 @@ export { SEOTab } from './tabs/SEOTab';
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export { ThumbnailsTab } from './tabs/ThumbnailsTab';
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export { ApiTokensTab } from './tabs/ApiTokensTab';
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export { WebhooksTab } from './tabs/WebhooksTab';
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export { AccountingTab } from './tabs/AccountingTab';
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@@ -0,0 +1,79 @@
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/**
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* Accounting settings tab — rates used by internal expenses + the proof
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* requirement. Rates are CHF; stored as integer minor units. Tax/legal
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* guidance only — verify with your Treuhaender.
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*/
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import React, { useEffect, useState } from 'react';
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import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
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import { useTranslation } from 'react-i18next';
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import { toast } from 'react-toastify';
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import { Save } from 'lucide-react';
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import { Button, Card, CardContent, Loading } from '../../../components/common';
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import { DecimalInput } from '../../../components/common/DecimalInput';
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import { accountingService } from '../../../services/accounting.service';
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const labelCls = 'block text-sm font-medium text-neutral-700 dark:text-neutral-300 mb-1';
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const inputCls = 'w-full max-w-xs rounded-md border border-neutral-300 dark:border-neutral-600 bg-white dark:bg-neutral-800 px-3 py-2 text-sm';
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export const AccountingTab: React.FC = () => {
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const { t } = useTranslation();
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const qc = useQueryClient();
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const { data, isLoading } = useQuery({ queryKey: ['accounting-settings'], queryFn: () => accountingService.getSettings() });
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const [kmMajor, setKmMajor] = useState<number>(NaN);
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const [perDiemMajor, setPerDiemMajor] = useState<number>(NaN);
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const [requireProof, setRequireProof] = useState(false);
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useEffect(() => {
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if (data) {
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setKmMajor(data.accounting_km_rate_minor / 100);
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setPerDiemMajor(data.accounting_per_diem_rate_minor / 100);
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setRequireProof(data.accounting_require_proof);
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}
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}, [data]);
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const save = useMutation({
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mutationFn: () => accountingService.updateSettings({
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accounting_km_rate_minor: Number.isFinite(kmMajor) ? Math.round(kmMajor * 100) : 0,
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accounting_per_diem_rate_minor: Number.isFinite(perDiemMajor) ? Math.round(perDiemMajor * 100) : 0,
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accounting_require_proof: requireProof,
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}),
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onSuccess: () => { toast.success(t('settings.accounting.savedToast', 'Accounting settings saved.')); qc.invalidateQueries({ queryKey: ['accounting-settings'] }); },
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onError: (e: any) => toast.error(e?.response?.data?.error || e.message || 'Failed'),
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});
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if (isLoading) return <Loading />;
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return (
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<div className="space-y-6">
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<div>
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<h2 className="text-xl font-bold text-neutral-900 dark:text-neutral-100">{t('settings.accounting.title', 'Accounting')}</h2>
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<p className="text-neutral-600 dark:text-neutral-400 mt-1">{t('settings.accounting.subtitle', 'Default rates for internal expenses and the proof requirement.')}</p>
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</div>
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<Card><CardContent className="p-5 space-y-4">
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<div>
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<label className={labelCls}>{t('settings.accounting.kmRate', 'Mileage rate (CHF / km)')}</label>
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<DecimalInput value={kmMajor} onChange={setKmMajor} fractionDigits={2} className={inputCls} />
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<p className="mt-1 text-xs text-neutral-500 dark:text-neutral-400">{t('settings.accounting.kmRateHint', 'Default applied to mileage expenses; overridable per entry.')}</p>
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</div>
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<div>
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<label className={labelCls}>{t('settings.accounting.perDiemRate', 'Per-diem rate (CHF / day)')}</label>
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<DecimalInput value={perDiemMajor} onChange={setPerDiemMajor} fractionDigits={2} className={inputCls} />
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<p className="mt-1 text-xs text-neutral-500 dark:text-neutral-400">{t('settings.accounting.perDiemRateHint', 'Default applied to per-diem expenses; overridable per entry.')}</p>
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</div>
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<label className="flex items-center gap-2 text-sm text-neutral-800 dark:text-neutral-200">
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<input type="checkbox" checked={requireProof} onChange={(e) => setRequireProof(e.target.checked)} className="rounded border-neutral-300" />
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{t('settings.accounting.requireProof', 'Require a proof file on every expense')}
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</label>
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<p className="text-xs text-amber-600 dark:text-amber-400">{t('settings.accounting.disclaimer', 'Rates and VAT/tax treatment are guidance only — verify with your Treuhaender.')}</p>
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</CardContent></Card>
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<div>
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<Button onClick={() => save.mutate()} disabled={save.isPending}><Save className="w-4 h-4 mr-2" /> {save.isPending ? t('common.saving', 'Saving…') : t('common.save', 'Save')}</Button>
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</div>
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</div>
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);
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};
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export default AccountingTab;
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@@ -1705,6 +1705,17 @@
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},
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"crm": {
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"title": "CRM-Verhalten"
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},
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"accounting": {
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"title": "Buchhaltung",
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"subtitle": "Standardsätze für interne Aufwände und die Belegpflicht.",
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"kmRate": "Kilometersatz (CHF / km)",
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"kmRateHint": "Standard für Kilometer-Aufwände; pro Eintrag überschreibbar.",
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"perDiemRate": "Spesenpauschale (CHF / Tag)",
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"perDiemRateHint": "Standard für Pauschal-Aufwände; pro Eintrag überschreibbar.",
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"requireProof": "Beleg für jeden Aufwand verlangen",
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"disclaimer": "Sätze und MwSt-/Steuerbehandlung dienen nur als Orientierung — mit Ihrem Treuhänder prüfen.",
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"savedToast": "Buchhaltungseinstellungen gespeichert."
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}
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},
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"branding": {
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@@ -1263,6 +1263,17 @@
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},
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"crm": {
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"title": "CRM behaviour"
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},
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"accounting": {
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"title": "Accounting",
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"subtitle": "Default rates for internal expenses and the proof requirement.",
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"kmRate": "Mileage rate (CHF / km)",
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"kmRateHint": "Default applied to mileage expenses; overridable per entry.",
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"perDiemRate": "Per-diem rate (CHF / day)",
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"perDiemRateHint": "Default applied to per-diem expenses; overridable per entry.",
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"requireProof": "Require a proof file on every expense",
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"disclaimer": "Rates and VAT/tax treatment are guidance only — verify with your Treuhänder.",
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"savedToast": "Accounting settings saved."
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}
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},
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"analytics": {
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@@ -40,6 +40,7 @@ import {
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ThumbnailsTab,
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ApiTokensTab,
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WebhooksTab,
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AccountingTab,
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} from '../../features/settings';
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import { EmailConfigPage } from './EmailConfigPage';
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import { BrandingPage } from './BrandingPage';
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@@ -52,7 +53,7 @@ import { CrmSettingsPage } from './settings/CrmSettingsPage';
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import { ReminderTemplatesPage } from './settings/ReminderTemplatesPage';
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import { BlockLibraryPage } from './contracts/BlockLibraryPage';
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import { useFeatureFlags } from '../../contexts/FeatureFlagsContext';
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import { Briefcase, Receipt, ScrollText, Mail } from 'lucide-react';
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import { Briefcase, Receipt, ScrollText, Mail, Landmark } from 'lucide-react';
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// Tab keys driving the inner-nav. Must include every key used in
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// `navGroups` below and in the switch at the bottom of the component.
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@@ -81,7 +82,8 @@ type TabType =
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| 'businessProfile'
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| 'crm'
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| 'contracts'
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| 'reminderTemplates';
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| 'reminderTemplates'
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| 'accounting';
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interface NavItem {
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key: TabType;
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@@ -101,7 +103,7 @@ const ALL_TAB_KEYS: TabType[] = [
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'security', 'imageSecurity', 'seo',
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'apiTokens', 'webhooks',
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'status', 'analytics', 'backup',
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'businessProfile', 'crm', 'contracts', 'reminderTemplates',
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'businessProfile', 'crm', 'contracts', 'reminderTemplates', 'accounting',
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];
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function isValidTab(value: string | null): value is TabType {
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@@ -251,6 +253,9 @@ export const SettingsPage: React.FC = () => {
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...(flags.reminderEmails
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? [{ key: 'reminderTemplates' as const, label: t('settings.reminderTemplates.title', 'Reminder emails'), icon: Mail }]
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: []),
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...(flags.accounting
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? [{ key: 'accounting' as const, label: t('settings.accounting.title', 'Accounting'), icon: Landmark }]
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: []),
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],
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},
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{
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@@ -414,6 +419,7 @@ export const SettingsPage: React.FC = () => {
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{activeTab === 'crm' && <CrmSettingsPage />}
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{activeTab === 'contracts' && <BlockLibraryPage />}
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{activeTab === 'reminderTemplates' && <ReminderTemplatesPage />}
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{activeTab === 'accounting' && <AccountingTab />}
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{activeTab === 'status' && (
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<StatusTab
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