feat(sprint10): Phase 4+5 — Frontend import wizard + integration testing
Phase 4 — Frontend Import Wizard:
- bank-import.ts service: types (BankImportSession, BankTransaction,
CsvColumnMapping, ImportSessionStatus, MatchStatus) + 12 React Query hooks
(sessions, transactions, mappings, upload/confirm/skip/assign/complete)
- /finance/import page: 4-step wizard (Upload -> Map -> Review -> Confirm)
* Drag-and-drop upload with bank format auto-detect (MT940/CAMT.053/CSV)
* CSV column mapping editor (saves as reusable mapping)
* Review table with color-coded MATCHED/SUGGESTED/UNMATCHED/CONFIRMED rows,
confidence % badges, member-assign Combobox, skip/confirm/bulk-confirm
* Completion summary + import history table with resume action
- de.json + en.json: full bankImport.* namespace (steps, upload, map, review,
complete, history, status, sessionStatus, actions, errors)
- Navigation: Finanzen converted to nested submenu (Uebersicht + Import)
Phase 5 — Integration Testing:
- docker compose down -v + up -d --build (clean rebuild)
- Playwright e2e/sprint10-system-test.spec.ts: verifies /finance/import
unauthenticated -> /login?callbackUrl=%2Ffinance%2Fimport (PASS)
- Backend health + frontend route registration verified
Bugfix bundled (blocked backend startup):
- PaymentRepository: countOverdueByClubId* queries referenced non-existent
Payment.dueDate column (regression from Sprint 9 Phase 6, commit 57f418f).
Switched to Payment.periodTo (the implicit due date for billing periods).
This commit is contained in:
Patrick Plate
@@ -958,6 +958,108 @@
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"noPayments": "Noch keine Zahlungen vorhanden"
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}
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},
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"bankImport": {
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"title": "Kontoauszug-Import",
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"subtitle": "Bankauszüge hochladen und automatisch Mitgliedsbeiträgen zuordnen",
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"default": "Standard",
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"steps": {
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"upload": "Hochladen",
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"map": "Spalten zuordnen",
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"review": "Treffer prüfen",
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"complete": "Abschließen"
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},
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"upload": {
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"title": "Kontoauszug hochladen",
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"help": "Unterstützte Formate: MT940 (.sta, .mt940, .txt), CAMT.053 (.xml), CSV (.csv). Maximale Dateigröße: 10 MB.",
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"dropzone": "Datei hierher ziehen oder klicken zum Auswählen",
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"formats": "MT940 • CAMT.053 • CSV",
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"useMapping": "Gespeicherte CSV-Vorlage verwenden",
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"autoDetect": "Automatisch erkennen"
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},
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"map": {
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"title": "CSV-Spalten zuordnen",
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"help": "Geben Sie an, welche Spalte welche Information enthält (0-basiert). Vorlage kann für künftige Imports gespeichert werden.",
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"templateName": "Vorlagenname",
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"templateNamePlaceholder": "z.B. Sparkasse Köln Export",
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"dateColumn": "Datums-Spalte",
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"amountColumn": "Betrags-Spalte",
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"referenceColumn": "Verwendungszweck-Spalte",
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"counterpartyColumn": "Empfänger-Spalte",
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"delimiter": "Trennzeichen",
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"dateFormat": "Datumsformat",
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"saveAsDefault": "Als Standard-Vorlage speichern"
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},
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"review": {
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"title": "Treffer prüfen",
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"transactions": "Transaktionen",
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"resumed": "Fortgesetzt",
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"progress": "Bearbeitungsfortschritt",
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"sortByConfidence": "Sortieren: Konfidenz",
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"sortByAmount": "Sortieren: Betrag",
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"sortByDate": "Sortieren: Datum",
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"autoMatchedReady": "automatische Treffer bereit zur Bestätigung",
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"date": "Datum",
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"counterparty": "Empfänger",
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"reference": "Verwendungszweck",
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"amount": "Betrag",
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"matchStatus": "Status",
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"actions": "Aktionen",
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"searchMembers": "Mitglied suchen…",
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"noMembersFound": "Keine Mitglieder gefunden",
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"noTransactions": "Keine Transaktionen vorhanden",
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"expenseSkipReason": "Ausgabe — kein Mitgliedsbeitrag"
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},
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"complete": {
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"title": "Import abschließen",
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"help": "Nach Versiegeln können keine Änderungen mehr vorgenommen werden (GoBD §147 AO).",
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"totalTransactions": "Gesamt",
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"confirmed": "Bestätigt",
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"skipped": "Übersprungen",
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"remaining": "Verbleibend",
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"warning": "Verbleibende Transaktionen werden automatisch als übersprungen markiert.",
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"sealedMessage": "Sitzung wurde versiegelt. Buchungen sind unveränderlich."
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},
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"history": {
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"title": "Import-Historie",
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"date": "Datum",
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"file": "Datei",
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"format": "Format",
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"status": "Status",
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"transactions": "Bestätigt",
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"actions": "Aktionen"
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},
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"status": {
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"MATCHED": "Übereinstimmung",
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"SUGGESTED": "Vorschlag",
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"UNMATCHED": "Kein Treffer",
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"CONFIRMED": "Bestätigt",
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"SKIPPED": "Übersprungen"
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},
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"sessionStatus": {
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"PENDING": "Ausstehend",
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"IN_REVIEW": "In Prüfung",
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"COMPLETED": "Abgeschlossen",
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"FAILED": "Fehlgeschlagen",
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"CANCELLED": "Abgebrochen"
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},
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"actions": {
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"remove": "Entfernen",
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"uploadAndParse": "Hochladen & analysieren",
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"saveAndContinue": "Speichern & weiter",
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"skip": "Überspringen",
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"skipExpense": "Als Ausgabe überspringen",
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"confirm": "Bestätigen",
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"confirmAll": "Alle bestätigen",
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"assignMember": "Mitglied zuweisen",
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"proceedToComplete": "Weiter zum Abschluss",
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"sealSession": "Sitzung versiegeln",
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"newImport": "Neuer Import",
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"resume": "Fortsetzen"
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},
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"errors": {
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"uploadFailed": "Upload fehlgeschlagen. Bitte erneut versuchen."
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}
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},
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"documents": {
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"title": "Dokumentenarchiv",
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"description": "Vereinsdokumente verwalten und archivieren",
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@@ -958,6 +958,117 @@
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"noPayments": "No payments yet"
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}
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},
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"bankImport": {
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"title": "Bank Statement Import",
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"subtitle": "Import bank statements, match transactions to members, and confirm fee payments",
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"steps": {
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"upload": "Upload",
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"map": "Map Columns",
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"review": "Review",
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"complete": "Complete"
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},
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"upload": {
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"title": "Upload bank statement",
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"description": "Supported formats: MT940 (.sta, .mt940, .txt), CAMT.053 (.xml), CSV (.csv)",
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"dropzone": "Drag a file here or click to select",
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"selectFile": "Select file",
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"format": "Format",
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"mapping": "CSV Template (optional)",
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"noMapping": "Auto-detect",
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"upload": "Upload",
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"uploading": "Uploading…"
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},
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"map": {
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"title": "Map CSV columns",
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"description": "Specify which columns contain which data",
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"dateColumn": "Date column",
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"amountColumn": "Amount column",
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"referenceColumn": "Reference column",
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"counterpartyColumn": "Counterparty column",
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"delimiter": "Delimiter",
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"dateFormat": "Date format",
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"saveAsTemplate": "Save as default template",
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"templateName": "Template name",
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"continue": "Continue",
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"saving": "Saving…"
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},
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"review": {
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"title": "Review transactions",
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"description": "Confirm matches or assign members manually",
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"matched": "Matched",
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"suggested": "Suggested",
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"unmatched": "Unmatched",
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"skipped": "Skipped",
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"total": "Total",
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"progress": "Review progress",
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"confirmAll": "Confirm all matched",
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"confirmingAll": "Confirming…",
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"sortBy": "Sort by",
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"sortConfidence": "Confidence",
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"sortAmount": "Amount",
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"sortDate": "Date",
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"date": "Date",
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"amount": "Amount",
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"counterparty": "Counterparty",
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"reference": "Reference",
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"match": "Match",
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"actions": "Actions",
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"noTransactions": "No transactions found",
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"resume": "Resume"
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},
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"complete": {
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"title": "Complete session",
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"description": "Seal the session — sealed sessions are immutable (GoBD §147 AO)",
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"summary": "Summary",
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"confirmed": "Confirmed",
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"skipped": "Skipped",
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"open": "Open",
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"seal": "Seal session",
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"sealing": "Sealing…",
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"sealed": "Session sealed",
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"sealedDescription": "This session is now immutable and audit-proof.",
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"back": "Back to Finance"
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},
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"history": {
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"title": "Import history",
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"description": "Previous import sessions",
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"noSessions": "No imports yet",
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"filename": "Filename",
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"uploaded": "Uploaded",
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"status": "Status",
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"resume": "Resume"
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},
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"status": {
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"MATCHED": "Matched",
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"SUGGESTED": "Suggested",
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"UNMATCHED": "Unmatched",
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"CONFIRMED": "Confirmed",
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"SKIPPED": "Skipped"
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},
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"sessionStatus": {
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"PENDING": "Pending",
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"IN_REVIEW": "In Review",
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"COMPLETED": "Completed",
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"FAILED": "Failed",
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"CANCELLED": "Cancelled"
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},
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"actions": {
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"confirm": "Confirm",
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"assign": "Assign",
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"skip": "Skip",
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"searchMember": "Search member…",
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"noMembersFound": "No members found",
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"cancel": "Cancel"
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},
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"errors": {
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"uploadFailed": "Upload failed",
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"noFile": "Please select a file",
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"confirmFailed": "Confirm failed",
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"assignFailed": "Assign failed",
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"skipFailed": "Skip failed",
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"completeFailed": "Complete failed"
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}
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},
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"documents": {
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"title": "Document Archive",
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"description": "Manage and archive club documents",
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