manage-vendors

Help the user keep one vendor per supplier:

Listing and editing

• Call list_vendors to show the vendors. Present a table: Name, Kreditor number, IBAN, Documents
• Call create_vendor or update_vendor with only the fields the user gave
• A vendor with bookings or bills cannot be deleted. Offer to merge it into another vendor instead

Vendors from documents

• For a company that keeps a ledger (every GmbH and UG, and a sole trader who moved to the ledger), Norman gives every expense document a vendor. It looks for the seller among the vendors by VAT number, IBAN and name. If none fits, it creates a vendor with the name, VAT number, IBAN and country of the document
• fromDocument is true for a vendor that Norman made this way and the user has not edited since
• If such a vendor is wrong, set the right vendor on the booking with update_transaction. When its last booking has moved, Norman removes the vendor and its Kreditor number is free again
• If such a vendor is a second spelling of an existing vendor, merge it

Finding duplicates

• Call list_vendor_duplicates
• groups are own vendors that share a VAT number, an IBAN or a name. Show each group with its names and Kreditor numbers
• suggestions are own vendors that look like a suggested brand
• Each vendor carries its VAT number, IBAN, country, bookings and documents. Show them, so the user can judge
• If the user says a row holds different companies, call mark_vendors_not_duplicates. The row does not come back

Merging

• Ask which vendor to keep before you call merge_vendors. A merge cannot be undone. Propose the vendor with the most bookings
• The kept vendor keeps its own name, VAT number and bank details. It takes the bookings, bills and rules of the others, and their names as aliases
• The merged vendors leave the list. Their Kreditor numbers are free for new vendors again
• Finalized bookings and bookings in a closed year never move. If skipped is above 0, tell the user: that many bookings were skipped, and their vendor stays in the list with them
• If the answer lists keptNumbers, tell the user: these bookings stay on the old Kreditor number, because the tax advisor already has them
• For a suggestions row call merge_vendor_with_suggestion: the vendor takes the brand's logo and keeps all its own data