feat(crm): 3-reminder dunning + flat/percent Mahngebühr on 2nd & 3rd + AGB notice
- Late fee can now be a FLAT amount OR a PERCENTAGE of the invoice gross (crm_invoices_late_fee_type/_percent, migration 143; defaults preserve the current flat behaviour). - Fee is charged from the 2nd reminder onward and accumulates per fee-bearing reminder (2nd = 1×, 3rd = 2×), computed from the level so re-applying a level never stacks. New resolvePerReminderFeeMinor() shared by applyReminder + the payment-check fee preview. - Reminder ladder extended to 3 levels (caps raised in sendReminder + recordPaymentCheckAction); the built-in dunning flow now loops 3× (seed v3, re-seeds the disabled built-in on boot). - Settings UI: flat/percent toggle + percent field, and a prominent AGB callout — a late fee is only enforceable if the concrete amount is stated in the terms (Mara's wording), 'verify with your Treuhänder'. en + native de. The fee math is examples-only / Treuhänder-verify; issued invoices stay immutable (the fee is tracked in late_fee_amount_minor, not folded into the original total). Tests 17/17, tsc 0, build green.
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Luca
@@ -4898,6 +4898,20 @@
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"crm_invoices_late_fee_minor": {
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"label": "Mahngebühr (Rappen / Cent)"
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},
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"crm_invoices_late_fee_type": {
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"label": "Art der Mahngebühr"
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},
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"crm_invoices_late_fee_percent": {
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"label": "Mahngebühr (% der Rechnung)"
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},
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"lateFeeType": {
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"flat": "Fester Betrag (Rappen)",
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"percent": "Prozentsatz der Rechnung"
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},
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"lateFeeAgb": {
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"title": "Mahngebühren müssen in den AGB stehen",
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"body": "Vertragliche Pflicht: Sätze wie „Es werden Mahnspesen erhoben“ reichen nicht aus. In den AGB muss die konkrete Gebühr klar beziffert sein (z.B. „CHF 20 ab der 2. Mahnung“). Mit dem Treuhänder prüfen."
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},
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"crm_invoices_late_fee_label": {
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"label": "Bezeichnung Mahngebühr"
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},
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@@ -4896,6 +4896,20 @@
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"crm_invoices_late_fee_minor": {
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"label": "Late fee (minor units / Rappen)"
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},
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"crm_invoices_late_fee_type": {
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"label": "Late fee type"
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},
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"crm_invoices_late_fee_percent": {
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"label": "Late fee (% of invoice)"
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},
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"lateFeeType": {
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"flat": "Flat amount (Rappen)",
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"percent": "Percentage of invoice"
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},
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"lateFeeAgb": {
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"title": "Late fees must be itemised in your terms (AGB)",
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"body": "A contractual duty: phrases like “late fees apply” aren't enough. Your terms must state the concrete fee (e.g. “CHF 20 from the 2nd reminder”). Verify with your Treuhänder."
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},
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"crm_invoices_late_fee_label": {
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"label": "Late fee label"
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},
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@@ -31,7 +31,9 @@ const SETTING_KEYS = [
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'crm_invoices_reminder_first_days',
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'crm_invoices_reminder_second_days',
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'crm_invoices_late_fee_enabled',
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'crm_invoices_late_fee_type',
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'crm_invoices_late_fee_minor',
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'crm_invoices_late_fee_percent',
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'crm_invoices_late_fee_label',
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'crm_invoices_skonto_business_days',
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'crm_invoices_skonto_percent_default',
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@@ -242,7 +244,11 @@ export const CrmSettingsPage: React.FC = () => {
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<h3 className="font-semibold mb-3">{t('crmSettings.section.invoices', 'Invoices')}</h3>
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{checkbox('crm_invoices_qr_enabled', 'Render payment QR on invoice PDFs')}
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{checkbox('crm_invoices_reminders_enabled', 'Send automatic reminders for overdue invoices')}
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{checkbox('crm_invoices_late_fee_enabled', 'Add a late fee on the second reminder')}
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{checkbox('crm_invoices_late_fee_enabled', 'Add a late fee (Mahngebühr) on the 2nd and 3rd reminder')}
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<div className="mt-2 rounded-lg border border-amber-300 dark:border-amber-700 bg-amber-50 dark:bg-amber-900/20 p-3 text-sm text-amber-800 dark:text-amber-200">
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<p className="font-medium">{t('crmSettings.lateFeeAgb.title', 'Late fees must be itemised in your terms (AGB)')}</p>
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<p className="mt-1">{t('crmSettings.lateFeeAgb.body', 'Vertragliche Pflicht: Sätze wie „Es werden Mahnspesen erhoben“ reichen nicht aus. In den AGB muss die konkrete Gebühr klar beziffert sein (z.B. „CHF 20 ab der 2. Mahnung“). Mit dem Treuhänder prüfen.')}</p>
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</div>
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<div className="grid grid-cols-1 md:grid-cols-2 gap-3 mt-3">
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<Input type="number" min={1} max={365}
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label={t('crmSettings.crm_invoices_reminder_first_days.label', 'First reminder after (days past due)') as string}
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@@ -252,10 +258,30 @@ export const CrmSettingsPage: React.FC = () => {
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label={t('crmSettings.crm_invoices_reminder_second_days.label', 'Second reminder after (days past due)') as string}
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value={values.crm_invoices_reminder_second_days ?? 30}
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onChange={(e) => setVal('crm_invoices_reminder_second_days', Number(e.target.value))} />
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<Input type="number" min={0}
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label={t('crmSettings.crm_invoices_late_fee_minor.label', 'Late fee (minor units / Rappen)') as string}
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value={values.crm_invoices_late_fee_minor ?? 0}
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onChange={(e) => setVal('crm_invoices_late_fee_minor', Number(e.target.value))} />
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<div>
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<label className="block text-sm font-medium text-neutral-700 dark:text-neutral-300 mb-1">
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{t('crmSettings.crm_invoices_late_fee_type.label', 'Late fee type')}
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</label>
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<select
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value={values.crm_invoices_late_fee_type ?? 'flat'}
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onChange={(e) => setVal('crm_invoices_late_fee_type', e.target.value)}
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className="w-full px-3 py-2 rounded-lg border border-neutral-300 dark:border-neutral-600 bg-white dark:bg-neutral-900 text-neutral-900 dark:text-neutral-100"
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>
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<option value="flat">{t('crmSettings.lateFeeType.flat', 'Flat amount (Rappen)')}</option>
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<option value="percent">{t('crmSettings.lateFeeType.percent', 'Percentage of invoice')}</option>
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</select>
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</div>
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{(values.crm_invoices_late_fee_type ?? 'flat') === 'percent' ? (
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<Input type="number" min={0} step="0.01" max={100}
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label={t('crmSettings.crm_invoices_late_fee_percent.label', 'Late fee (% of invoice)') as string}
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value={values.crm_invoices_late_fee_percent ?? 0}
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onChange={(e) => setVal('crm_invoices_late_fee_percent', Number(e.target.value))} />
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) : (
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<Input type="number" min={0}
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label={t('crmSettings.crm_invoices_late_fee_minor.label', 'Late fee (minor units / Rappen)') as string}
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value={values.crm_invoices_late_fee_minor ?? 0}
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onChange={(e) => setVal('crm_invoices_late_fee_minor', Number(e.target.value))} />
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)}
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<Input
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label={t('crmSettings.crm_invoices_late_fee_label.label', 'Late fee label') as string}
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value={values.crm_invoices_late_fee_label ?? 'Mahngebühr'}
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