[FEATURE]: Vereinfacht accounting software API #431

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opened 2026-02-18 19:50:16 +01:00 by moritz · 0 comments

moritz commented

2026-02-18 19:50:16 +01:00

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Description

Integrate with the Vereinfacht accounting software API to automatically synchronize members as finance contacts. When a member is created or updated in Mila, a corresponding finance contact should be created or updated via the Vereinfacht API. This enables matching membership fee cycles with actual transactions in the accounting system.

Acceptance criteria

ENV variables VEREINFACHT_API_URL, VEREINFACHT_API_KEY, VEREINFACHT_CLUB_ID can be used to configure the integration
Same settings are available in the global settings UI; fields are grayed out with a hint when ENV variables are set
Creating a member automatically creates a finance contact via POST /finance-contacts and stores the returned ID as vereinfacht_contact_id
Updating a member automatically updates the corresponding finance contact via PATCH /finance-contacts/{id}
API errors do not block member operations (member is saved, error is logged, user sees a flash message)
Members without vereinfacht_contact_id can be bulk-synced via an admin action (for initial setup and retry after failures)
The membership fees view shows a link to the Vereinfacht contact using the stored contact ID
Integration is skipped gracefully when Vereinfacht is not configured

External or internal Dependencies

Vereinfacht API (https://api.verein.visuel.dev/docs/#/Finance-contacts) — JSON:API format, Bearer token auth, multi-tenancy via club relationship
Req HTTP client library (to be added as dependency if not already available)
Test API token and club ID 2 for development/testing

## Description Integrate with the Vereinfacht accounting software API to automatically synchronize members as finance contacts. When a member is created or updated in Mila, a corresponding finance contact should be created or updated via the Vereinfacht API. This enables matching membership fee cycles with actual transactions in the accounting system. ## Acceptance criteria - [x] ENV variables `VEREINFACHT_API_URL`, `VEREINFACHT_API_KEY`, `VEREINFACHT_CLUB_ID` can be used to configure the integration - [x] Same settings are available in the global settings UI; fields are grayed out with a hint when ENV variables are set - [x] Creating a member automatically creates a finance contact via `POST /finance-contacts` and stores the returned ID as `vereinfacht_contact_id` - [x] Updating a member automatically updates the corresponding finance contact via `PATCH /finance-contacts/{id}` - [x] API errors do not block member operations (member is saved, error is logged, user sees a flash message) - [x] Members without `vereinfacht_contact_id` can be bulk-synced via an admin action (for initial setup and retry after failures) - [x] The membership fees view shows a link to the Vereinfacht contact using the stored contact ID - [x] Integration is skipped gracefully when Vereinfacht is not configured ## External or internal Dependencies - Vereinfacht API (https://api.verein.visuel.dev/docs/#/Finance-contacts) — JSON:API format, Bearer token auth, multi-tenancy via club relationship - `Req` HTTP client library (to be added as dependency if not already available) - Test API token and club ID 2 for development/testing