feat: Import-UX runder + PDF-Seiten als Bild

- Bank-Vorlagen und eigene Vorlagen in EINEM Dropdown (optgroups, typ-getaggte
  Werte preset:/tpl:)
- Speichern überschreibt bei gleichem Namen (Rückfrage); geladene Vorlage belegt
  den Namen vor
- Spaltenvorschau wird automatisch erzeugt (kein „Datei einlesen"-Klick mehr)
- Gegen-IBAN in „Weitere Spalten (optional)" verschoben + erklärt; Grundzuordnung
  zeigt nur Datum/Betrag/Empfänger/Zweck
- Beleg-Modus zeigt die hochgeladenen PDF-Seiten als Bild + extrahierten Text

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

web/src/finance.css

@@ -656,6 +656,27 @@ tr.row-dup {
   border-radius: var(--radius-sm);
   margin-top: var(--sp-2);
 }
+/* Beleg-Seiten als Bildstreifen (horizontal scrollbar). */
+.doc-pages {
+  display: flex;
+  gap: var(--sp-3);
+  overflow-x: auto;
+  padding-bottom: var(--sp-2);
+}
+.doc-page {
+  height: 440px;
+  width: auto;
+  flex: 0 0 auto;
+  border: 1px solid var(--border);
+  border-radius: var(--radius-sm);
+  background: #fff;
+}
+.import-more {
+  margin-top: var(--sp-3);
+}
+.import-more > summary {
+  cursor: pointer;
+}
 
 /* DataTable-Zellen einzeilig halten, damit „…" greift (Excel-artig). */
 .datatable td { white-space: nowrap; vertical-align: middle; }

web/src/locales/de.json

@@ -266,7 +266,15 @@
     "file": "Datei",
     "preset": "Bank-Vorlage (vorgefertigt)",
     "template": "Eigene Vorlage",
+    "templateAny": "Vorlage",
+    "presetGroup": "Bank-Vorlagen",
+    "ownGroup": "Eigene Vorlagen",
     "templateManual": "Manuell einstellen",
+    "overwriteConfirm": "Vorlage „{{name}}“ mit den aktuellen Einstellungen überschreiben?",
+    "autoPreviewNote": "Die Spaltenvorschau erscheint automatisch, sobald Datei und Format passen.",
+    "moreColumns": "Weitere Spalten (optional)",
+    "ibanHint": "IBAN der Gegenseite – nur nötig, wenn dein Export eine Spalte mit der IBAN des anderen Kontos enthält; dient der automatischen Transfer-Erkennung.",
+    "belegPreview": "Beleg",
     "delimiter": "Trennzeichen",
     "decimal": "Dezimaltrenner",
     "dateFormat": "Datumsformat",

web/src/locales/en.json

@@ -266,7 +266,15 @@
     "file": "File",
     "preset": "Bank preset",
     "template": "My template",
+    "templateAny": "Template",
+    "presetGroup": "Bank templates",
+    "ownGroup": "My templates",
     "templateManual": "Configure manually",
+    "overwriteConfirm": "Overwrite template “{{name}}” with the current settings?",
+    "autoPreviewNote": "The column preview appears automatically once the file and format are set.",
+    "moreColumns": "More columns (optional)",
+    "ibanHint": "Counterparty IBAN – only needed if your export has a column with the other account's IBAN; used for automatic transfer detection.",
+    "belegPreview": "Document",
     "delimiter": "Delimiter",
     "decimal": "Decimal separator",
     "dateFormat": "Date format",

web/src/pages/Import.jsx

@@ -50,6 +50,7 @@ export default function Import() {
   const [raw, setRaw] = useState(null);
   const [rows, setRows] = useState(null);
   const [docText, setDocText] = useState("");
+  const [docPages, setDocPages] = useState([]);
   const [busy, setBusy] = useState(false);
   const [saveName, setSaveName] = useState("");
 
@@ -66,6 +67,13 @@ export default function Import() {
   }
   useEffect(() => { loadStamm(); }, []);
 
+  // CSV: Spaltenvorschau automatisch erzeugen, sobald Datei/Format bereitstehen –
+  // kein separater „Datei einlesen"-Klick mehr nötig.
+  useEffect(() => {
+    if (mode === "csv" && file) loadRaw();
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [file, mode, config.delimiter, config.encoding, config.has_header, config.skip_rows]);
+
   function setCfg(patch) { setConfig((c) => ({ ...c, ...patch })); }
   function setCol(field, value) {
     setConfig((c) => ({ ...c, column_map: { ...c.column_map, [field]: value === "" ? null : Number(value) } }));
@@ -78,13 +86,17 @@ export default function Import() {
       amount_mode: src.amount_mode, column_map: src.column_map || {},
     });
   }
-  function applyTemplate(id) {
+  // Ein zusammengeführtes Vorlagen-Dropdown: Werte typ-getaggt "preset:i" / "tpl:id".
+  function applySource(value) {
+    if (!value) return;
+    const [kind, id] = value.split(":");
+    if (kind === "preset") {
+      const p = presets[Number(id)];
+      if (p) { applyConfig(p); setSaveName(p.name); }
+    } else if (kind === "tpl") {
       const tpl = templates.find((x) => String(x.id) === String(id));
-    if (tpl) applyConfig(tpl);
+      if (tpl) { applyConfig(tpl); setSaveName(tpl.name); } // Name vorbelegen -> Speichern überschreibt
     }
-  function applyPreset(idx) {
-    const p = presets[Number(idx)];
-    if (p) applyConfig(p);
   }
 
   function baseForm() {
@@ -131,6 +143,7 @@ export default function Import() {
       const res = await api.documentPreview(fd);
       setRows(res.rows.map((r) => ({ ...r })));
       setDocText(res.text || "");
+      setDocPages(res.pages || []);
     } catch (e) { toast(e.message, "error"); } finally { setBusy(false); }
   }
 
@@ -144,17 +157,24 @@ export default function Import() {
         rows,
       });
       toast(t("import.imported", { n: batch.imported_count }));
-      setRows(null); setRaw(null); setFile(null);
+      setRows(null); setRaw(null); setFile(null); setDocText(""); setDocPages([]);
       if (fileRef.current) fileRef.current.value = "";
       loadStamm();
     } catch (e) { toast(e.message, "error"); } finally { setBusy(false); }
   }
 
   async function saveTemplate() {
-    if (!saveName.trim()) { toast(t("import.templateName"), "error"); return; }
+    const name = saveName.trim();
+    if (!name) { toast(t("import.templateName"), "error"); return; }
+    const existing = templates.find((tp) => tp.name.toLowerCase() === name.toLowerCase());
+    if (existing && !(await confirm({
+      title: t("import.saveTemplate"),
+      message: t("import.overwriteConfirm", { name: existing.name }),
+      confirmLabel: t("common.save"),
+    }))) return;
     try {
-      await api.createImportTemplate({ name: saveName.trim(), ...config });
-      setSaveName("");
+      if (existing) await api.updateImportTemplate(existing.id, { name, ...config });
+      else await api.createImportTemplate({ name, ...config });
       setTemplates(await api.importTemplates());
       toast(t("settings.saved"));
     } catch (e) { toast(e.message, "error"); }
@@ -292,9 +312,9 @@ export default function Import() {
         <h1>{t("import.title")}</h1>
         <div className="seg" style={{ width: 240, marginBottom: 0 }}>
           <button type="button" className={`seg-btn${mode === "csv" ? " active" : ""}`}
-                  onClick={() => { setMode("csv"); setRows(null); setRaw(null); setDocText(""); }}>{t("import.modeCsv")}</button>
+                  onClick={() => { setMode("csv"); setRows(null); setRaw(null); setDocText(""); setDocPages([]); }}>{t("import.modeCsv")}</button>
           <button type="button" className={`seg-btn${mode === "doc" ? " active" : ""}`}
-                  onClick={() => { setMode("doc"); setRows(null); setRaw(null); setDocText(""); }}>{t("import.modeDoc")}</button>
+                  onClick={() => { setMode("doc"); setRows(null); setRaw(null); setDocText(""); setDocPages([]); }}>{t("import.modeDoc")}</button>
         </div>
       </div>
 
@@ -312,7 +332,7 @@ export default function Import() {
             <span>{t("import.file")}</span>
             <input ref={fileRef} type="file"
                    accept={mode === "doc" ? ".pdf,application/pdf,image/*" : ".csv,text/csv,text/plain"}
-                   onChange={(e) => { setFile(e.target.files?.[0] || null); setRaw(null); setRows(null); setDocText(""); }} />
+                   onChange={(e) => { setFile(e.target.files?.[0] || null); setRaw(null); setRows(null); setDocText(""); setDocPages([]); }} />
           </label>
         </div>
         {mode === "doc" && (
@@ -324,24 +344,22 @@ export default function Import() {
           </>
         )}
         <div className="row" style={{ display: mode === "csv" ? undefined : "none" }}>
-          {presets.length > 0 && (
           <label className="grow">
-              <span>{t("import.preset")}</span>
-              <select defaultValue="" onChange={(e) => applyPreset(e.target.value)}>
+            <span>{t("import.templateAny")}</span>
+            <select defaultValue="" onChange={(e) => applySource(e.target.value)}>
               <option value="">{t("import.templateManual")}</option>
-                {presets.map((p, i) => <option key={i} value={i}>{p.name}</option>)}
-              </select>
-            </label>
+              {presets.length > 0 && (
+                <optgroup label={t("import.presetGroup")}>
+                  {presets.map((p, i) => <option key={`p${i}`} value={`preset:${i}`}>{p.name}</option>)}
+                </optgroup>
               )}
               {templates.length > 0 && (
-            <label className="grow">
-              <span>{t("import.template")}</span>
-              <select defaultValue="" onChange={(e) => applyTemplate(e.target.value)}>
-                <option value="">{t("import.templateManual")}</option>
-                {templates.map((tp) => <option key={tp.id} value={tp.id}>{tp.name}</option>)}
+                <optgroup label={t("import.ownGroup")}>
+                  {templates.map((tp) => <option key={`t${tp.id}`} value={`tpl:${tp.id}`}>{tp.name}</option>)}
+                </optgroup>
+              )}
             </select>
           </label>
-          )}
         </div>
       </div>
 
@@ -400,19 +418,27 @@ export default function Import() {
             <span>{t("import.hasHeader")}</span>
           </label>
         </div>
-        <button className="btn" onClick={loadRaw} disabled={busy || !file}>
-          <Icon name="search" size={15} /> {t("import.readFile")}
-        </button>
+        <p className="muted small">{t("import.autoPreviewNote")}</p>
       </div>
       )}
 
-      {/* Extrahierter Text (PDF/Bild) */}
-      {mode === "doc" && docText && (
+      {/* Beleg-Vorschau: Seiten als Bild + extrahierter Text (PDF/Bild) */}
+      {mode === "doc" && (docPages.length > 0 || docText) && (
         <div className="card">
-          <details>
+          <h2>{t("import.belegPreview")}</h2>
+          {docPages.length > 0 && (
+            <div className="doc-pages">
+              {docPages.map((src, i) => (
+                <img key={i} src={src} alt={`Seite ${i + 1}`} className="doc-page" loading="lazy" />
+              ))}
+            </div>
+          )}
+          {docText && (
+            <details style={{ marginTop: "var(--sp-3)" }}>
               <summary className="muted">{t("import.extractedText")}</summary>
               <pre className="doc-text">{docText}</pre>
             </details>
+          )}
         </div>
       )}
 
@@ -436,13 +462,12 @@ export default function Import() {
 
           <div className="map-grid">
             {[
-              ["date", t("import.colDate"), true],
+              ["date", t("import.colDate")],
               ...(config.amount_mode === "debit_credit"
-                ? [["debit", t("import.colDebit"), true], ["credit", t("import.colCredit"), true]]
-                : [["amount", t("import.colAmount"), true]]),
-              ["payee", t("import.colPayee"), false],
-              ["purpose", t("import.colPurpose"), false],
-              ["counterparty_iban", t("import.colIban"), false],
+                ? [["debit", t("import.colDebit")], ["credit", t("import.colCredit")]]
+                : [["amount", t("import.colAmount")]]),
+              ["payee", t("import.colPayee")],
+              ["purpose", t("import.colPurpose")],
             ].map(([field, label]) => (
               <label key={field}>
                 <span>{label}</span>
@@ -454,6 +479,20 @@ export default function Import() {
             ))}
           </div>
 
+          <details className="import-more">
+            <summary className="muted small">{t("import.moreColumns")}</summary>
+            <p className="muted small">{t("import.ibanHint")}</p>
+            <div className="map-grid">
+              <label>
+                <span>{t("import.colIban")}</span>
+                <select value={config.column_map.counterparty_iban ?? ""} onChange={(e) => setCol("counterparty_iban", e.target.value)}>
+                  <option value="">—</option>
+                  {colOptions.map((c) => <option key={c.i} value={c.i}>{c.label}</option>)}
+                </select>
+              </label>
+            </div>
+          </details>
+
           <div className="field-inline" style={{ marginTop: "var(--sp-3)" }}>
             <button className="btn primary" onClick={loadPreview} disabled={busy}>
               <Icon name="chevron-right" size={15} /> {t("import.makePreview")}