@@ -1785,11 +1785,10 @@ async function buildInvoiceRenderContext(invoice, lineItems) {
vatAmountMinor : invoice . vat _amount _minor ,
shippingAmountMinor : invoice . shipping _amount _minor ,
totalAmountMinor : invoice . total _amount _minor ,
// Mahngebühr surfaced to the totals box (renders a row
// between VAT and the grand-total divi der) and folded
// into the displayed Grand Total when > 0. Reminder
// invoices after level 2 carry a non-zero value.
lateFeeAmountMinor : invoice . late _fee _amount _minor || 0 ,
// The Mahngebühr is shown on the separate Mahnung document, NEVER on
// the (immutable) invoice — so the invoice ren der always reports 0. The
// Mahnung render path (applyReminder) overrides this with the tracked fee.
lateFeeAmountMinor : 0 ,
} ,
doc : {
// Document type discriminator. `'invoice'` (default) renders
@@ -1803,7 +1802,7 @@ async function buildInvoiceRenderContext(invoice, lineItems) {
issueDate : invoice . issue _date ,
dueDate : invoice . due _date ,
totalAmountMinor : invoice . total _amount _minor ,
lateFeeMinor : invoice . late _fee _amount _minor ,
lateFeeMinor : 0 ,
// Reminder level — drives Skonto suppression on second
// reminders (no early-payment discount once the customer
// is in dunning).
@@ -2652,7 +2651,8 @@ async function sendReminder(id, levelOverride, adminId) {
// percentage of the invoice gross, per crm_invoices_late_fee_type. Charged from
// the 2nd reminder onwards. ⚠️ A late fee is only enforceable if the concrete
// amount is stated in the AGB — verify with a Treuhänder (the admin UI says so).
async function resolvePerReminderFeeMinor ( invoice ) {
// Net per-reminder Mahngebühr (flat amount or % of invoice gross), 0 disabled.
async function resolveLateFeeNetMinor ( invoice ) {
if ( ( await getAppSetting ( 'crm_invoices_late_fee_enabled' ) ) === false ) return 0 ;
const type = ( await getAppSetting ( 'crm_invoices_late_fee_type' ) ) || 'flat' ;
let fee ;
@@ -2662,103 +2662,109 @@ async function resolvePerReminderFeeMinor(invoice) {
} else {
fee = ensureInt ( await getAppSetting ( 'crm_invoices_late_fee_minor' ) ) || 2500 ;
}
fee = Math . max ( 0 , fee ) ;
return Math . max ( 0 , fee ) ;
}
// VAT on the late fee is jurisdiction-dependent (CH: yes; DE/AT: no), so it's
// toggle-gated. It also no-ops when the ORG doesn't charge VAT — the org's
// default rate (business_profile.vat_rate_default) is 0/unset — so enabl ing
// the toggle on a non-VAT org adds nothing. (The fee amount is treated as net;
// VAT is added on top. The tax-report VAT breakdown for the fee is part of the
// deferred dunning-document rework.)
if ( ( await getAppSetting ( 'crm_invoices_late_fee_vat_enabled' ) ) === true && fee > 0 ) {
const profile = await db ( 'business_profile' ) . where ( { id : 1 } ) . first ( 'vat_rate_default' ) ;
const rate = Number ( profile ? . vat _rate _default ) || 0 ;
if ( rate > 0 ) fee += Math . round ( fee * rate / 100 ) ;
}
return fee ;
// VAT rate on the fee — jurisdiction-dependent (CH: yes; DE/AT: no), so
// toggle-gated AND org-VAT-gated: 0 when the org has no default VAT rate, so
// enabling the toggle on a non-VAT org adds noth ing.
async function resolveLateFeeVatRate ( ) {
if ( ( await getAppSetting ( 'crm_invoices_late_fee_vat_enabled' ) ) !== true ) return 0 ;
const profile = await db ( 'business_profile' ) . where ( { id : 1 } ) . first ( 'vat_rate_default' ) ;
return Number ( profile ? . vat _rate _default ) || 0 ;
}
// Gross per-reminder fee (net + VAT) — for the admin payment-check preview.
async function resolvePerReminderFeeMinor ( invoice ) {
const net = await resolveLateFeeNetMinor ( invoice ) ;
if ( net <= 0 ) return 0 ;
const rate = await resolveLateFeeVatRate ( ) ;
return rate > 0 ? net + Math . round ( net * rate / 100 ) : net ;
}
async function applyReminder ( invoice , lineItems , level , adminId ) {
const customer = await db ( 'customer_accounts' ) . where ( { id : invoice . customer _account _id } ) . first ( ) ;
let lateFeeMinor = invoice . late _fee _amount _minor || 0 ;
if ( level >= 2 ) {
const perReminder = await resolvePerReminderFeeMinor ( invoice ) ;
// One fee per fee-bearing reminder (levels 2..level): 2nd = 1× ×
// Computed from `level` so re-applying the same level never stacks.
lateFeeMinor = ( level - 1 ) * perReminder ;
}
const newTotal = invoice . total _amount _minor + lateFeeMinor ;
await db ( 'invoices' ) . where ( { id : invoice . id } ) . update ( {
// Per fee-bearing reminder (levels 2..level): 2nd = 1× ×
// from `level` so re-applying the same level never stacks. The fee is dunning
// STATE on the row (gross + the VAT portion) — it is NOT shown on the
// immutable invoice; it appears on the separate Mahnung document below.
let lateFeeGross = invoice . late _fee _amount _minor || 0 ;
let lateFeeVat = invoice . late _fee _vat _minor || 0 ;
if ( level >= 2 ) {
const net = await resolveLateFeeNetMinor ( invoice ) ;
const rate = await resolveLateFeeVatRate ( ) ;
const vatPer = rate > 0 ? Math . round ( net * rate / 100 ) : 0 ;
lateFeeGross = ( level - 1 ) * ( net + vatPer ) ;
lateFeeVat = ( level - 1 ) * vatPer ;
}
const newTotal = Number ( invoice . total _amount _minor || 0 ) + lateFeeGross ;
const update = {
status : 'overdue' ,
reminder _level : level ,
last _reminder _sent _at : new Date ( ) ,
late _fee _amount _minor : lateFeeMinor ,
late _fee _amount _minor : lateFeeGross ,
updated _at : new Date ( ) ,
} ) ;
} ;
if ( await hasColumnCached ( 'invoices' , 'late_fee_vat_minor' ) ) update . late _fee _vat _minor = lateFeeVat ;
await db ( 'invoices' ) . where ( { id : invoice . id } ) . update ( update ) ;
// Re-re nder PDF so the late fee shows up.
// Render the MAHNUNG (reminder letter). The original invoice PDF is left
// UNTOUCHED (immutable). The Mahnung reuses the invoice layout via a
// 'mahnung' kind: same line items + the Mahngebühr row + the new total, with
// a "Mahnung" title and no QR (it would encode the old amount).
const fresh = await db ( 'invoices' ) . where ( { id : invoice . id } ) . first ( ) ;
const ctx = await buildInvoiceRenderContext ( fresh , lineItems ) ;
ctx . doc . kind = 'mahnung' ;
ctx . doc . reminderLevel = level ;
ctx . doc . lateFeeMinor = lateFeeGross ;
ctx . totals . lateFeeAmountMinor = lateFeeGross ;
const buffer = await pdfService . renderInvoiceToBuffer ( ctx ) ;
const fs = require ( 'fs' ) ;
const path = require ( 'path' ) ;
const year = new Date ( fresh . issue _date ) . getFullYear ( ) ;
const root = path . join ( process . cwd ( ) , 'storage' , 'business-docs' , 'invoice ' , String ( year ) ) ;
const root = path . join ( process . cwd ( ) , 'storage' , 'business-docs' , 'mahnung ' , String ( year ) ) ;
fs . mkdirSync ( root , { recursive : true } ) ;
const pdfPath = path . join ( root , ` ${ fresh . invoice _number } .pdf ` ) ;
fs . writeFileSync ( pdfPath , buffer ) ;
const mahnungPath = path . join ( root , ` ${ fresh . invoice _number } _mahnung_L ${ level } .pdf ` ) ;
fs . writeFileSync ( mahnungPath , buffer ) ;
await db ( 'invoices' ) . where ( { id : invoice . id } ) . update ( { pdf _path : pdfPath , updated _at : new Date ( ) } ) ;
// days_overdue floors at 1 — a reminder that fires with "0 days
// overdue" reads as broken to the customer ("Why am I getting this
// already?"). The scheduler only triggers the row once
// due_date <= now - reminder_first_days, so the natural minimum is
// the configured threshold; for the manual "Send reminder now"
// path the admin's intent is "this customer is late", so 1 is the
// sensible lower bound even if the calendar arithmetic disagrees.
// days_overdue floors at 1 (a "0 days overdue" reminder reads as broken).
const rawDaysOverdue = Math . floor ( ( Date . now ( ) - new Date ( invoice . due _date ) . getTime ( ) ) / 86400000 ) ;
const daysOverdue = Math . max ( 1 , rawDaysOverdue ) ;
const templateKey = level === 1 ? 'invoice_reminder_first' : 'invoice_reminder_second' ;
const locale = ctx . locale || invoice . language || 'de' ;
const outstandingMinor = Math . max ( 0 , newTotal - Number ( invoice . paid _amount _minor || 0 ) ) ;
// Outstanding = gross total + late fee −
// templates use this for the "outstanding is X" line so partial
// payments are reflected in the reminder amount.
const outstandingMinor = Math . max ( 0 ,
Number ( invoice . total _amount _minor || 0 )
+ Number ( lateFeeMinor || 0 )
- Number ( invoice . paid _amount _minor || 0 ) ) ;
// Attach the (unchanged) original invoice PDF + the new Mahnung.
const attachments = [ ] ;
if ( invoice . pdf _path && fs . existsSync ( invoice . pdf _path ) ) {
attachments . push ( { filename : ` ${ invoice . invoice _number } .pdf ` , contentPath : invoice . pdf _path , contentType : 'application/pdf' } ) ;
}
attachments . push ( { filename : ` ${ fresh . invoice _number } _Mahnung.pdf ` , contentPath : mahnungPath , contentType : 'application/pdf' } ) ;
const { to : reminderTo , cc : reminderCc } = resolveBillingRecipients ( customer , invoice . cc _pdf _email ) ;
await emailProcessor . queueEmail ( invoice . event _id || null , reminderTo , templateKey , {
invoice _number : invoice . invoice _number ,
customer _name : customer . display _name || customer . first _name || customer . email . split ( '@' ) [ 0 ] ,
total _amount : formatMajor ( invoice . total _amount _minor , invoice . currency , ctx . locale ) ,
new _total _amount : formatMajor ( newTotal , invoice . currency , ctx . locale ) ,
outstanding _amount : formatMajor ( outstandingMinor , invoice . currency , ctx . locale ) ,
paid _amount : formatMajor ( invoice . paid _amount _minor , invoice . currency , ctx . locale ) ,
late _fee _amount : formatMajor ( lateFeeMinor , invoice . currency , ctx . locale ) ,
// Format dates as DD.MM.YYYY for the customer-facing email
// (matches the quote_sent + invoice_sent templates).
total _amount : formatMajor ( invoice . total _amount _minor , invoice . currency , locale ) ,
new _total _amount : formatMajor ( newTotal , invoice . currency , locale ) ,
outstanding _amount : formatMajor ( outstandingMinor , invoice . currency , locale ) ,
paid _amount : formatMajor ( invoice . paid _amount _minor , invoice . currency , locale ) ,
late _fee _amount : formatMajor ( lateFeeGross , invoice . currency , locale ) ,
due _date : formatShortDate ( invoice . due _date ) ,
days _overdue : daysOverdue ,
cc : reminderCc ,
attachments : [ {
filename : ` ${ invoice . invoice _number } .pdf ` ,
contentPath : pdfPath ,
contentType : 'application/pdf' ,
} ] ,
// Dunning reminders are relationship mail — hold to business hours so
// the customer isn't pinged overnight (no-op unless hours configured).
attachments ,
// Dunning reminders are relationship mail — hold to business hours.
} , { respectBusinessHours : true } ) ;
try {
await logActivity ( 'invoice_reminder_sent' , { invoiceId : invoice . id , level , lateFeeMinor } ,
await logActivity ( 'invoice_reminder_sent' , { invoiceId : invoice . id , level , lateFeeMinor : lateFeeGross } ,
invoice . event _id || null , ` admin: ${ adminId || 'system' } ` ) ;
} catch ( _ ) { }
return { level , lateFeeMinor } ;
return { level , lateFeeMinor : lateFeeGross } ;
}
// ---------------------------------------------------------------------
Luca