Monatsabos automatisch Stichtagen zuordnen

src/components/dashboard/dashboard-shell.tsx

@@ -2445,7 +2445,12 @@ export function DashboardShell({
                   }}
                   required
                   fullWidth
-                  disabled={expenseCutoffOptions.length === 0}
+                  disabled={expenseCutoffOptions.length === 0 || expenseForm.recurrence === "MONTHLY"}
+                  helperText={
+                    expenseForm.recurrence === "MONTHLY"
+                      ? "Monatliche Abos werden anhand ihrer Fälligkeit automatisch den Stichtagen zugeordnet."
+                      : undefined
+                  }
                 >
                   {expenseCutoffOptions.map((option) => (
                     <MenuItem key={option.value} value={option.value}>
@@ -3713,11 +3718,29 @@ export function DashboardShell({
       const expenseById = new Map(allExpenses.map((expense) => [expense.id, expense]));
       const rows = expenseCutoffOptions.map((option) => {
         const expenses = allExpenses.filter(
-          (expense) => expense.cutoffId === option.cutoffId && expense.cutoffPhase === option.cutoffPhase
+          (expense) =>
+            expense.recurrence !== "MONTHLY" &&
+            expense.cutoffId === option.cutoffId &&
+            expense.cutoffPhase === option.cutoffPhase
+        );
+        const monthlyOccurrences = allExpenses.flatMap((expense) =>
+          expense.recurrence === "MONTHLY"
+            ? expense.occurrences
+                .filter((occurrence) => getGeneralDonationCutoffSelectionValue(currentCutoffs, occurrence.dueAt) === option.value)
+                .map((occurrence) => ({
+                  amount: occurrence.amount,
+                  approvalStatus: expense.approvalStatus,
+                  paidAt: expense.paidAt
+                }))
+            : []
         );
         const donationsForSection = donations.filter((donation) => {
           if (donation.expenseId) {
             const expense = expenseById.get(donation.expenseId);
+            if (expense?.recurrence === "MONTHLY") {
+              return getGeneralDonationCutoffSelectionValue(currentCutoffs, donation.donatedAt) === option.value;
+            }
+
             return (
               expense?.cutoffId === option.cutoffId &&
               expense.cutoffPhase === option.cutoffPhase
@@ -3732,12 +3755,19 @@ export function DashboardShell({
           planned: expenses.reduce(
             (sum, expense) => sum + (expense.approvalStatus === "PENDING" ? expense.netPeriodAmount : 0),
             0
+          ) + monthlyOccurrences.reduce(
+            (sum, occurrence) => sum + (occurrence.approvalStatus === "PENDING" ? occurrence.amount : 0),
+            0
           ),
           approved: expenses.reduce(
             (sum, expense) => sum + (expense.approvalStatus === "APPROVED" ? expense.netPeriodAmount : 0),
             0
+          ) + monthlyOccurrences.reduce(
+            (sum, occurrence) => sum + (occurrence.approvalStatus === "APPROVED" ? occurrence.amount : 0),
+            0
           ),
-          paid: expenses.reduce((sum, expense) => sum + (expense.paidAt ? expense.netPeriodAmount : 0), 0),
+          paid: expenses.reduce((sum, expense) => sum + (expense.paidAt ? expense.netPeriodAmount : 0), 0) +
+            monthlyOccurrences.reduce((sum, occurrence) => sum + (occurrence.paidAt ? occurrence.amount : 0), 0),
           donations: donationsForSection.reduce((sum, donation) => sum + donation.amount, 0)
         };
       });