L14 Abrechnungsübersicht: Datenmodell, Migration, Rechte und Modul

Neue Tenant-Tabellen work_order_milestones und billing_records (RLS, TENANT_MODELS, PII-Felder), Partial-Unique-Indizes je Quelle, billing_record_id an time_entries/material_usages. Rechte billing:read/billing:write (Backoffice, Mandantenadmin), Modul billing, Events milestone.*.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

messages/de/modules.json

@@ -14,5 +14,6 @@
     "crumb": "Modul",
     "status": "Modul in Umsetzung",
     "hint": "Dieser Bereich wird gerade gebaut. Navigation, Modul-Freischaltung und Berechtigungen sind bereits aktiv."
-  }
+  },
+  "billing": "Abrechnungsübersicht"
 }

messages/en/modules.json

@@ -14,5 +14,6 @@
     "crumb": "Module",
     "status": "Module under construction",
     "hint": "This area is currently being built. Navigation, module activation and permissions are already in place."
-  }
+  },
+  "billing": "Billing overview"
 }

prisma/migrations/20260915150000_abrechnung_uebersicht/migration.sql

@@ -0,0 +1,100 @@
+-- CreateEnum
+CREATE TYPE "MilestoneStatus" AS ENUM ('open', 'reached', 'confirmed', 'billed');
+
+-- CreateEnum
+CREATE TYPE "BillingRecordKind" AS ENUM ('order_completion', 'milestone', 'daily_report');
+
+-- CreateEnum
+CREATE TYPE "BillingRecordStatus" AS ENUM ('open', 'billed', 'voided');
+
+-- AlterTable
+ALTER TABLE "material_usages" ADD COLUMN     "billing_record_id" TEXT;
+
+-- AlterTable
+ALTER TABLE "time_entries" ADD COLUMN     "billing_record_id" TEXT;
+
+-- CreateTable
+CREATE TABLE "work_order_milestones" (
+    "id" TEXT NOT NULL,
+    "tenant_id" TEXT NOT NULL,
+    "work_order_id" TEXT NOT NULL,
+    "title" TEXT NOT NULL,
+    "description" TEXT,
+    "sort_order" INTEGER NOT NULL DEFAULT 0,
+    "status" "MilestoneStatus" NOT NULL DEFAULT 'open',
+    "reached_by_id" TEXT,
+    "reached_at" TIMESTAMP(3),
+    "reached_note" TEXT,
+    "confirmed_by_id" TEXT,
+    "confirmed_at" TIMESTAMP(3),
+    "rejected_by_id" TEXT,
+    "rejected_at" TIMESTAMP(3),
+    "rejection_reason" TEXT,
+    "billing_record_id" TEXT,
+    "created_by_id" TEXT,
+    "created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updated_at" TIMESTAMP(3) NOT NULL,
+    "deleted_at" TIMESTAMP(3),
+
+    CONSTRAINT "work_order_milestones_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "billing_records" (
+    "id" TEXT NOT NULL,
+    "tenant_id" TEXT NOT NULL,
+    "work_order_id" TEXT NOT NULL,
+    "kind" "BillingRecordKind" NOT NULL,
+    "milestone_id" TEXT,
+    "report_id" TEXT,
+    "period_from" TIMESTAMP(3) NOT NULL,
+    "period_to" TIMESTAMP(3) NOT NULL,
+    "status" "BillingRecordStatus" NOT NULL DEFAULT 'open',
+    "snapshot" JSONB,
+    "pdf_document_id" TEXT,
+    "pdf_checksum" TEXT,
+    "invoice_number" TEXT,
+    "billed_by_id" TEXT,
+    "billed_at" TIMESTAMP(3),
+    "voided_by_id" TEXT,
+    "voided_at" TIMESTAMP(3),
+    "void_reason" TEXT,
+    "created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updated_at" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "billing_records_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "work_order_milestones_tenant_id_work_order_id_idx" ON "work_order_milestones"("tenant_id", "work_order_id");
+
+-- CreateIndex
+CREATE INDEX "work_order_milestones_tenant_id_status_idx" ON "work_order_milestones"("tenant_id", "status");
+
+-- CreateIndex
+CREATE INDEX "billing_records_tenant_id_status_created_at_idx" ON "billing_records"("tenant_id", "status", "created_at");
+
+-- CreateIndex
+CREATE INDEX "billing_records_tenant_id_work_order_id_idx" ON "billing_records"("tenant_id", "work_order_id");
+
+-- CreateIndex
+CREATE INDEX "material_usages_tenant_id_billing_record_id_idx" ON "material_usages"("tenant_id", "billing_record_id");
+
+-- CreateIndex
+CREATE INDEX "time_entries_tenant_id_billing_record_id_idx" ON "time_entries"("tenant_id", "billing_record_id");
+
+-- AddForeignKey
+ALTER TABLE "work_order_milestones" ADD CONSTRAINT "work_order_milestones_work_order_id_fkey" FOREIGN KEY ("work_order_id") REFERENCES "work_orders"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "billing_records" ADD CONSTRAINT "billing_records_work_order_id_fkey" FOREIGN KEY ("work_order_id") REFERENCES "work_orders"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+
+-- L14 Abrechnungsübersicht: Mandantentrennung (RLS) für die neuen Tabellen
+SELECT enable_tenant_rls('work_order_milestones');
+SELECT enable_tenant_rls('billing_records');
+
+-- Höchstens ein nicht stornierter Abrechnungseintrag je Quelle (Stornierung legt einen neuen offenen Eintrag an)
+CREATE UNIQUE INDEX "billing_records_order_completion_active_key" ON "billing_records"("tenant_id", "work_order_id") WHERE "kind" = 'order_completion' AND "status" <> 'voided';
+CREATE UNIQUE INDEX "billing_records_milestone_active_key" ON "billing_records"("tenant_id", "milestone_id") WHERE "kind" = 'milestone' AND "status" <> 'voided';
+CREATE UNIQUE INDEX "billing_records_daily_report_active_key" ON "billing_records"("tenant_id", "report_id") WHERE "kind" = 'daily_report' AND "status" <> 'voided';

prisma/schema.prisma

@@ -737,6 +737,8 @@ model WorkOrder {
   voiceNotes        VoiceNote[]
   reports           Report[]
   documents         Document[]
+  milestones        WorkOrderMilestone[] // L14
+  billingRecords    BillingRecord[] // L14
 
   @@unique([tenantId, number])
   @@index([tenantId, status])
@@ -859,6 +861,8 @@ model MaterialUsage {
   photoId         String?             @map("photo_id")
   recordedById    String?             @map("recorded_by_id")
   clientId        String?             @map("client_id") // offline local id
+  /// L14: billed billing record containing this position (set on „abgerechnet", cleared on void)
+  billingRecordId String?             @map("billing_record_id")
   createdAt       DateTime            @default(now()) @map("created_at")
   updatedAt       DateTime            @updatedAt @map("updated_at")
 
@@ -866,6 +870,7 @@ model MaterialUsage {
   materialPlan MaterialPlan? @relation(fields: [materialPlanId], references: [id], onDelete: SetNull)
   workSession  WorkSession?  @relation(fields: [workSessionId], references: [id], onDelete: SetNull)
 
+  @@index([tenantId, billingRecordId])
   @@index([tenantId, workOrderId])
   @@unique([tenantId, clientId])
   @@map("material_usages")
@@ -953,11 +958,14 @@ model TimeEntry {
   /// proposed correction of this entry {startedAt, endedAt, type, reason, requestedAt}; old values stay valid until approval
   pendingChange    Json?              @map("pending_change")
   note             String?
+  /// L14: billed billing record containing this entry (set on „abgerechnet", cleared on void)
+  billingRecordId  String?            @map("billing_record_id")
   createdAt        DateTime      @default(now()) @map("created_at")
   updatedAt        DateTime      @updatedAt @map("updated_at")
 
   workSession WorkSession @relation(fields: [workSessionId], references: [id], onDelete: Cascade)
 
+  @@index([tenantId, billingRecordId])
   @@index([tenantId, workSessionId])
   @@index([tenantId, userId, startedAt])
   @@index([tenantId, approvalStatus])
@@ -1328,3 +1336,87 @@ model AiGeneration {
   @@index([tenantId, entityType, entityId])
   @@map("ai_generations")
 }
+
+// ---------- L14 Abrechnungsübersicht (keine Buchhaltung: keine Preise/Beträge/Steuern) ----------
+
+enum MilestoneStatus {
+  open
+  reached // reported by technician / team lead
+  confirmed // confirmed by back office → billing record
+  billed
+}
+
+enum BillingRecordKind {
+  order_completion
+  milestone
+  daily_report
+}
+
+enum BillingRecordStatus {
+  open
+  billed
+  voided
+}
+
+/// Optional billing section of a work order (defined by back office, reported by the field, confirmed by back office).
+model WorkOrderMilestone {
+  id              String          @id @default(cuid())
+  tenantId        String          @map("tenant_id")
+  workOrderId     String          @map("work_order_id")
+  title           String
+  description     String?
+  sortOrder       Int             @default(0) @map("sort_order")
+  status          MilestoneStatus @default(open)
+  reachedById     String?         @map("reached_by_id")
+  reachedAt       DateTime?       @map("reached_at")
+  reachedNote     String?         @map("reached_note")
+  confirmedById   String?         @map("confirmed_by_id")
+  confirmedAt     DateTime?       @map("confirmed_at")
+  rejectedById    String?         @map("rejected_by_id")
+  rejectedAt      DateTime?       @map("rejected_at")
+  rejectionReason String?         @map("rejection_reason")
+  /// billed record this milestone belongs to (plain id, no FK)
+  billingRecordId String?         @map("billing_record_id")
+  createdById     String?         @map("created_by_id")
+  createdAt       DateTime        @default(now()) @map("created_at")
+  updatedAt       DateTime        @updatedAt @map("updated_at")
+  deletedAt       DateTime?       @map("deleted_at")
+
+  workOrder WorkOrder @relation(fields: [workOrderId], references: [id], onDelete: Cascade)
+
+  @@index([tenantId, workOrderId])
+  @@index([tenantId, status])
+  @@map("work_order_milestones")
+}
+
+/// Billing overview entry: an order completion, a confirmed milestone or an approved daily report that the
+/// accounting (outside Craftvia) can invoice. `snapshot` freezes the statement when marked as billed.
+/// Partial unique indexes (SQL, migration `*_abrechnung`): one non-voided record per source.
+model BillingRecord {
+  id            String              @id @default(cuid())
+  tenantId      String              @map("tenant_id")
+  workOrderId   String              @map("work_order_id")
+  kind          BillingRecordKind
+  milestoneId   String?             @map("milestone_id")
+  reportId      String?             @map("report_id")
+  periodFrom    DateTime            @map("period_from")
+  periodTo      DateTime            @map("period_to")
+  status        BillingRecordStatus @default(open)
+  snapshot      Json?
+  pdfDocumentId String?             @map("pdf_document_id")
+  pdfChecksum   String?             @map("pdf_checksum")
+  invoiceNumber String?             @map("invoice_number")
+  billedById    String?             @map("billed_by_id")
+  billedAt      DateTime?           @map("billed_at")
+  voidedById    String?             @map("voided_by_id")
+  voidedAt      DateTime?           @map("voided_at")
+  voidReason    String?             @map("void_reason")
+  createdAt     DateTime            @default(now()) @map("created_at")
+  updatedAt     DateTime            @updatedAt @map("updated_at")
+
+  workOrder WorkOrder @relation(fields: [workOrderId], references: [id], onDelete: Cascade)
+
+  @@index([tenantId, status, createdAt])
+  @@index([tenantId, workOrderId])
+  @@map("billing_records")
+}

src/components/audit-trail.tsx

@@ -71,6 +71,8 @@ const ENTITY_LABEL: Record<string, string> = {
   import_job: "Auftragsimport",
   material_usage: "Material",
   time_entry: "Arbeitszeit",
+  billing_record: "Abrechnungseintrag",
+  work_order_milestone: "Meilenstein",
   work_session: "Einsatzzeit",
   photo: "Foto",
   voice_note: "Sprachnotiz",

src/lib/events.ts

@@ -23,13 +23,17 @@ export const EVENT_TYPES = [
   "time.approval_requested",
   "time.approved",
   "time.rejected",
+  // L14 Abrechnungsübersicht (Meilensteine)
+  "milestone.reached",
+  "milestone.confirmed",
+  "milestone.rejected",
 ] as const;
 
 export type EventType = (typeof EVENT_TYPES)[number];
 
 export type DomainEvent = {
   type: EventType;
-  entityType: "work_order" | "report" | "import_job" | "sync_operation" | "time_entry";
+  entityType: "work_order" | "report" | "import_job" | "sync_operation" | "time_entry" | "milestone";
   entityId: string;
   /** Short, human-readable facts for templates (no PII beyond what the recipient may see). */
   data?: Record<string, string | number | boolean | null>;

src/lib/modules.ts

@@ -28,6 +28,7 @@ export const MODULES = [
   { key: "documents", name: "Dokumente", href: "/documents", nav: "documents" },
   { key: "notifications", name: "Benachrichtigungen", href: "/notifications", nav: "notifications" },
   { key: "lotse", name: "Lotse (KI-Assistent)", href: null, nav: "lotse" },
+  { key: "billing", name: "Abrechnungsübersicht", href: "/billing", nav: "billing" },
 ] as const satisfies readonly ModuleDef[];
 
 export type ModuleKey = (typeof MODULES)[number]["key"];

src/server/backup/topology.ts

@@ -72,6 +72,9 @@ export const TENANT_MODELS: readonly string[] = [
   "Notification",
   "SyncOperation",
   "AiGeneration",
+  // L14 Abrechnungsübersicht
+  "WorkOrderMilestone",
+  "BillingRecord",
 ];
 
 /**

src/server/db.ts

@@ -123,6 +123,9 @@ const TENANT_MODELS = new Set<string>([
   "Notification",
   "SyncOperation",
   "AiGeneration",
+  // L14 Abrechnungsübersicht
+  "WorkOrderMilestone",
+  "BillingRecord",
   // WebAuthnCredential/Identity sind identitäts-global (kein tenant_id) → NICHT hier.
   // Craftvia-Fachmodelle hier ergänzen — UND in src/server/backup/topology.ts
   // (TENANT_MODELS) sowie per `SELECT enable_tenant_rls('<table>')` in der Migration

src/server/dsgvo/pii-fields.ts

@@ -48,6 +48,13 @@ export const PII_REFERENCE_FIELDS: readonly PiiReference[] = [
   { model: "SyncOperation", field: "userId" },
   { model: "SyncOperation", field: "resolvedById" },
   { model: "AiGeneration", field: "createdById" },
+  // L14 Abrechnungsübersicht
+  { model: "WorkOrderMilestone", field: "createdById" },
+  { model: "WorkOrderMilestone", field: "reachedById" },
+  { model: "WorkOrderMilestone", field: "confirmedById" },
+  { model: "WorkOrderMilestone", field: "rejectedById" },
+  { model: "BillingRecord", field: "billedById" },
+  { model: "BillingRecord", field: "voidedById" },
   // Free-text person data of END CUSTOMERS (Customer/Contact/Site/Signature.signerName) is
   // tenant business data under data processing — not part of the employee subject export.
 ];

src/server/rbac.ts

@@ -57,6 +57,9 @@ export const PERMISSIONS = [
   "settings:templates",
   // Lotse (KI-Assistent)
   "lotse:use",
+  // L14 Abrechnungsübersicht (keine Buchhaltung): Übersicht lesen / abgerechnet markieren, stornieren, Meilensteine bestätigen
+  "billing:read",
+  "billing:write",
 ] as const;
 
 export type Permission = (typeof PERMISSIONS)[number];