Reférentiel des institutions financières

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ocroguennec committed 2026-09-26 17:59:08 +02:00
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@@ -3524,4 +3524,137 @@ db.exec(`
`);
db.exec('CREATE INDEX IF NOT EXISTS idx_pe_pertes_inv ON investissement_pe_pertes(investissement_pe_id)');
// ── Chantier "Référentiel Institutions financières" (26/09/26, demande Olivier) ──────────
// Catalogue admin de banques/courtiers/assureurs, sur le modèle de plateformes_referentiel
// (cf. project_referentiel_plateformes.md) mais SANS les champs spécifiques aux plateformes
// d'investissement (fiscalité, produit fiscal, frais...) et SANS rattachement workspace : une
// institution financière est transverse à tous les espaces de travail (décision d'Olivier,
// AskUserQuestion 26/09/26). Phase 1 uniquement : catalogue admin (logos/icônes/catégories).
// Le rattachement à comptes.banque (Phase 2) fera l'objet d'un chantier séparé — cf. plan de
// déploiement (doc projet claude/plan_referentiel_institutions_financieres.md).
db.exec(`
CREATE TABLE IF NOT EXISTS institutions_referentiel (
id INTEGER PRIMARY KEY AUTOINCREMENT,
nom TEXT NOT NULL UNIQUE,
url TEXT,
domiciliation TEXT NOT NULL DEFAULT 'FR',
description TEXT,
logo_filename TEXT,
icone_filename TEXT,
created_at TEXT NOT NULL DEFAULT (datetime('now')),
updated_at TEXT NOT NULL DEFAULT (datetime('now'))
)
`);
db.exec('CREATE INDEX IF NOT EXISTS idx_instref_nom ON institutions_referentiel(nom)');
// Catégories (axe unique "type d'établissement"), gérées par l'admin — même patron que
// categories_inv/referentiel_categories_inv (cf. plus haut) mais table dédiée : une catégorie
// d'établissement financier (Banque, Assureur...) n'a pas de sens pour une plateforme
// crowdlending/PE, on évite donc de mélanger les deux taxonomies.
db.exec(`
CREATE TABLE IF NOT EXISTS categories_institutions (
id INTEGER PRIMARY KEY AUTOINCREMENT,
nom TEXT NOT NULL UNIQUE,
created_at TEXT NOT NULL DEFAULT (datetime('now'))
)
`);
db.exec(`
CREATE TABLE IF NOT EXISTS referentiel_categories_institutions (
institution_id INTEGER NOT NULL REFERENCES institutions_referentiel(id) ON DELETE CASCADE,
categorie_id INTEGER NOT NULL REFERENCES categories_institutions(id) ON DELETE CASCADE,
PRIMARY KEY (institution_id, categorie_id)
)
`);
// Seed initial des catégories (idempotent — n'insère que si la table est vide ; l'admin reste
// libre de renommer/supprimer ensuite depuis l'écran dédié).
{
const catInstCount = db.prepare('SELECT COUNT(*) AS n FROM categories_institutions').get().n;
if (catInstCount === 0) {
const insCatInst = db.prepare('INSERT OR IGNORE INTO categories_institutions (nom) VALUES (?)');
db.transaction(() => {
for (const nom of ['Banque', 'Néobanque', 'Courtier', 'Assureur', 'Société de gestion', 'Établissement de paiement', 'Autre']) {
insCatInst.run(nom);
}
})();
}
}
// Seed initial des institutions financières (proposition validée par Olivier le 26/09/26,
// via ajustements sur la liste par défaut) — idempotent, n'insère que si la table est vide.
// Chaque institution peut porter plusieurs catégories (ex. Trade Republic : Néobanque + Courtier).
{
const instRefCount = db.prepare('SELECT COUNT(*) AS n FROM institutions_referentiel').get().n;
if (instRefCount === 0) {
const SEED_INSTITUTIONS = [
{ nom: 'BNP Paribas', categories: ['Banque'] },
{ nom: 'Société Générale', categories: ['Banque'] },
{ nom: 'Crédit Agricole', categories: ['Banque'] },
{ nom: 'Banque Populaire', categories: ['Banque'] },
{ nom: "Caisse d'Épargne", categories: ['Banque'] },
{ nom: 'Crédit Mutuel', categories: ['Banque'] },
{ nom: 'CIC', categories: ['Banque'] },
{ nom: 'La Banque Postale', categories: ['Banque'] },
{ nom: 'LCL', categories: ['Banque'] },
{ nom: 'HSBC Continental Europe (CCF)', categories: ['Banque'] },
{ nom: 'Boursorama Banque', categories: ['Néobanque'] },
{ nom: 'Hello bank!', categories: ['Néobanque'] },
{ nom: 'Fortuneo', categories: ['Néobanque'] },
{ nom: 'BforBank', categories: ['Néobanque'] },
{ nom: 'Monabanq', categories: ['Néobanque'] },
{ nom: 'N26', categories: ['Néobanque'] },
{ nom: 'Revolut', categories: ['Néobanque'] },
{ nom: 'Qonto', categories: ['Néobanque'] },
{ nom: 'Trade Republic', categories: ['Néobanque', 'Courtier'] },
{ nom: 'Saxo Banque France', categories: ['Néobanque'] },
{ nom: 'Wise', categories: ['Néobanque'] },
{ nom: 'Bourse Direct', categories: ['Courtier'] },
{ nom: 'DEGIRO', categories: ['Courtier'] },
{ nom: 'Interactive Brokers', categories: ['Courtier'] },
{ nom: 'EasyBourse', categories: ['Courtier'] },
{ nom: 'AXA France', categories: ['Assureur'] },
{ nom: 'Allianz France', categories: ['Assureur'] },
{ nom: 'Generali France', categories: ['Assureur'] },
{ nom: 'CNP Assurances', categories: ['Assureur'] },
{ nom: 'MAIF', categories: ['Assureur'] },
{ nom: 'MACIF', categories: ['Assureur'] },
{ nom: 'Groupama', categories: ['Assureur'] },
{ nom: 'Crédit Agricole Assurances (Predica)', categories: ['Assureur'] },
{ nom: 'BNP Paribas Cardif', categories: ['Assureur'] },
{ nom: 'Société Générale Assurances (Sogecap)', categories: ['Assureur'] },
{ nom: 'Swiss Life France', categories: ['Assureur'] },
{ nom: 'Abeille Assurances (ex-Aviva France)', categories: ['Assureur'] },
{ nom: 'Suravenir (Crédit Mutuel Arkéa)', categories: ['Assureur'] },
{ nom: 'Spirica', categories: ['Assureur'] },
{ nom: 'Amundi', categories: ['Société de gestion'] },
{ nom: 'Natixis Investment Managers', categories: ['Société de gestion'] },
{ nom: 'BNP Paribas Asset Management', categories: ['Société de gestion'] },
{ nom: 'Lazard Frères Gestion', categories: ['Société de gestion'] },
{ nom: 'Carmignac', categories: ['Société de gestion'] },
{ nom: 'Tikehau Capital', categories: ['Société de gestion'] },
{ nom: "La Financière de l'Échiquier", categories: ['Société de gestion'] },
{ nom: 'Eiffel Investment Group', categories: ['Société de gestion'] },
{ nom: 'Lydia (Sumeria)', categories: ['Établissement de paiement'] },
{ nom: 'PayPal', categories: ['Établissement de paiement'] },
{ nom: 'Nickel', categories: ['Établissement de paiement'] },
];
const insInstRef = db.prepare('INSERT OR IGNORE INTO institutions_referentiel (nom) VALUES (?)');
const getInstRefId = db.prepare('SELECT id FROM institutions_referentiel WHERE nom = ?');
const getCatInstId = db.prepare('SELECT id FROM categories_institutions WHERE nom = ?');
const linkInstCat = db.prepare('INSERT OR IGNORE INTO referentiel_categories_institutions (institution_id, categorie_id) VALUES (?, ?)');
db.transaction(() => {
for (const { nom, categories } of SEED_INSTITUTIONS) {
insInstRef.run(nom);
const inst = getInstRefId.get(nom);
if (!inst) continue;
for (const catNom of categories) {
const cat = getCatInstId.get(catNom);
if (cat) linkInstCat.run(inst.id, cat.id);
}
}
})();
}
}
export default db;
@@ -0,0 +1,284 @@
import { Router } from 'express';
import { z } from 'zod';
import multer from 'multer';
import path from 'path';
import fs from 'fs';
import { fileURLToPath } from 'url';
import sharp from 'sharp';
import db from '../db/index.js';
import { HttpError } from '../middleware/errorHandler.js';
/**
* routes/institutionsReferentiel.js — Référentiel admin des institutions financières
* (banques, courtiers, assureurs...) — chantier "Référentiel Institutions financières"
* (26/09/26, demande Olivier).
*
* Phase 1 uniquement (cf. plan de déploiement, doc projet) : catalogue admin (logo, icône,
* catégories) — même patron que routes/referentiel.js (plateformes_referentiel), mais SANS les
* champs spécifiques aux plateformes d'investissement (fiscalité, produit fiscal, frais,
* méthode de remboursement...) et SANS rattachement workspace : une institution financière est
* transverse à tous les espaces de travail (décision d'Olivier, AskUserQuestion 26/09/26).
* Aucun consommateur applicatif pour l'instant (Phase 2, plus tard : comptes.banque) — donc pas
* de mécanique de "poussée" vers des enregistrements liés, contrairement à referentiel.js.
*
* Le dossier de stockage des images est partagé avec le référentiel des plateformes
* (<DATA_DIR>/logos/) plutôt qu'un sous-dossier dédié — même volumétrie modeste, noms de
* fichiers déjà uniques (préfixe inst_ + id + timestamp) donc aucun risque de collision.
*/
const __dirname = path.dirname(fileURLToPath(import.meta.url));
const dataDir = process.env.DATA_DIR
? path.resolve(process.env.DATA_DIR)
: path.resolve(__dirname, '../../../data'); // fallback dev : 3 niveaux au-dessus de routes/
const logosDir = path.join(dataDir, 'logos');
fs.mkdirSync(logosDir, { recursive: true });
// ── Traitement image (dupliqué depuis referentiel.js/plateformes.js — même précédent
// déjà en place dans ce fichier : "réutilisé depuis plateformes.js" y est aussi une
// duplication volontaire plutôt qu'un module partagé) ──────────────────────────────
async function processLogoFile(filePath) {
const ext = path.extname(filePath).toLowerCase();
if (ext === '.svg') {
try {
let svg = fs.readFileSync(filePath, 'utf8');
svg = svg.replace(/(<svg\b[^>]*)\sstyle="([^"]*)"/i, (_, tag, style) => {
const cleaned = style.split(';').filter(s => !/^\s*background(-color)?\s*:/i.test(s)).join(';').replace(/^;+|;+$/g, '');
return cleaned ? `${tag} style="${cleaned}"` : tag;
});
svg = svg.replace(/\s+enable-background="[^"]*"/gi, '');
fs.writeFileSync(filePath, svg, 'utf8');
} catch (e) { console.warn('[inst-logos] SVG cleanup failed:', e.message); }
return filePath;
}
if (['.png', '.jpg', '.jpeg', '.webp'].includes(ext)) {
const pngPath = filePath.replace(/\.(jpg|jpeg|webp|png)$/i, '.png');
try {
const { data, info } = await sharp(filePath).ensureAlpha().raw().toBuffer({ resolveWithObject: true });
for (let i = 0; i < data.length; i += 4) {
if (data[i] > 240 && data[i + 1] > 240 && data[i + 2] > 240) data[i + 3] = 0;
}
await sharp(data, { raw: { width: info.width, height: info.height, channels: 4 } })
.png({ compressionLevel: 8 }).toFile(pngPath);
if (pngPath !== filePath) fs.unlinkSync(filePath);
return pngPath;
} catch (e) { console.warn('[inst-logos] sharp failed:', e.message); return filePath; }
}
return filePath;
}
// ── Multer ──────────────────────────────────────────────────────────────────
const storage = multer.diskStorage({
destination: (_req, _file, cb) => cb(null, logosDir),
filename: (req, file, cb) => {
const ext = path.extname(file.originalname).toLowerCase() || '.png';
cb(null, `inst_${req.params.id}_${Date.now()}${ext}`);
},
});
const upload = multer({
storage,
limits: { fileSize: 2 * 1024 * 1024 },
fileFilter: (_req, file, cb) => {
const allowed = ['.svg', '.png', '.jpg', '.jpeg', '.webp'];
if (allowed.includes(path.extname(file.originalname).toLowerCase())) cb(null, true);
else cb(new Error('Format non supporté — SVG, PNG, JPG ou WebP uniquement'));
},
});
const router = Router();
// Toutes ces routes sont montées sous requireAdmin dans server.js
const Schema = z.object({
nom: z.string().min(1).max(200),
url: z.string().url().optional().or(z.literal('')).nullable(),
domiciliation: z.string().min(1).max(10).default('FR'),
description: z.string().nullable().optional(),
categories_ids: z.array(z.number().int()).optional().default([]),
});
// ── Helpers ────────────────────────────────────────────────────────────────
/** Catégories (type d'établissement) attachées à chaque entrée */
function attachCategories(rows) {
if (rows.length === 0) return rows;
const ids = rows.map(r => r.id);
const links = db.prepare(`
SELECT rc.institution_id, c.id AS categorie_id, c.nom
FROM referentiel_categories_institutions rc
JOIN categories_institutions c ON c.id = rc.categorie_id
WHERE rc.institution_id IN (${ids.map(() => '?').join(',')})
ORDER BY c.nom
`).all(...ids);
const map = {};
for (const l of links) {
if (!map[l.institution_id]) map[l.institution_id] = [];
map[l.institution_id].push({ id: l.categorie_id, nom: l.nom });
}
return rows.map(r => ({ ...r, categories: map[r.id] || [] }));
}
function saveCategories(institutionId, categoriesIds) {
db.prepare('DELETE FROM referentiel_categories_institutions WHERE institution_id = ?').run(institutionId);
if (categoriesIds && categoriesIds.length > 0) {
const ins = db.prepare('INSERT OR IGNORE INTO referentiel_categories_institutions (institution_id, categorie_id) VALUES (?,?)');
for (const id of categoriesIds) ins.run(institutionId, id);
}
}
// ── GET /api/institutions-referentiel ───────────────────────────────────────
router.get('/', (_req, res) => {
let rows = db.prepare('SELECT * FROM institutions_referentiel ORDER BY nom').all();
rows = attachCategories(rows);
res.json(rows);
});
// ── GET /api/institutions-referentiel/:id ───────────────────────────────────
router.get('/:id', (req, res, next) => {
try {
const row = db.prepare('SELECT * FROM institutions_referentiel WHERE id = ?').get(req.params.id);
if (!row) throw new HttpError(404, 'Institution introuvable');
const [enriched] = attachCategories([row]);
res.json(enriched);
} catch (e) { next(e); }
});
// ── POST /api/institutions-referentiel ──────────────────────────────────────
router.post('/', (req, res, next) => {
try {
const data = Schema.parse(req.body);
const existing = db.prepare('SELECT id FROM institutions_referentiel WHERE nom = ?').get(data.nom);
if (existing) throw new HttpError(409, `Une institution "${data.nom}" existe déjà`);
const r = db.prepare(`
INSERT INTO institutions_referentiel (nom, url, domiciliation, description, updated_at)
VALUES (?,?,?,?, datetime('now'))
`).run(data.nom, data.url || null, data.domiciliation, data.description || null);
const institutionId = r.lastInsertRowid;
db.transaction(() => saveCategories(institutionId, data.categories_ids))();
const row = db.prepare('SELECT * FROM institutions_referentiel WHERE id = ?').get(institutionId);
const [enriched] = attachCategories([row]);
res.status(201).json(enriched);
} catch (e) { next(e); }
});
// ── PUT /api/institutions-referentiel/:id ───────────────────────────────────
router.put('/:id', (req, res, next) => {
try {
const row = db.prepare('SELECT * FROM institutions_referentiel WHERE id = ?').get(req.params.id);
if (!row) throw new HttpError(404, 'Institution introuvable');
const data = Schema.parse(req.body);
if (data.nom !== row.nom) {
const dup = db.prepare('SELECT id FROM institutions_referentiel WHERE nom = ? AND id != ?').get(data.nom, row.id);
if (dup) throw new HttpError(409, `Une institution "${data.nom}" existe déjà`);
}
db.prepare(`
UPDATE institutions_referentiel
SET nom=?, url=?, domiciliation=?, description=?, updated_at=datetime('now')
WHERE id=?
`).run(data.nom, data.url || null, data.domiciliation, data.description || null, row.id);
db.transaction(() => saveCategories(row.id, data.categories_ids))();
const updated = db.prepare('SELECT * FROM institutions_referentiel WHERE id = ?').get(row.id);
const [enriched] = attachCategories([updated]);
res.json(enriched);
} catch (e) { next(e); }
});
// ── DELETE /api/institutions-referentiel/:id ────────────────────────────────
router.delete('/:id', (req, res, next) => {
try {
const row = db.prepare('SELECT * FROM institutions_referentiel WHERE id = ?').get(req.params.id);
if (!row) throw new HttpError(404, 'Institution introuvable');
for (const fname of [row.logo_filename, row.icone_filename]) {
if (!fname) continue;
const fpath = path.join(logosDir, fname);
if (fs.existsSync(fpath)) fs.unlink(fpath, () => {});
}
db.prepare('DELETE FROM institutions_referentiel WHERE id = ?').run(row.id);
res.json({ deleted: true });
} catch (e) { next(e); }
});
// ── POST /api/institutions-referentiel/:id/logo ─────────────────────────────
router.post('/:id/logo', upload.single('file'), async (req, res, next) => {
try {
const ref = db.prepare('SELECT * FROM institutions_referentiel WHERE id = ?').get(req.params.id);
if (!ref) throw new HttpError(404, 'Institution introuvable');
if (!req.file) throw new HttpError(400, 'Fichier requis');
const finalPath = await processLogoFile(req.file.path);
const filename = path.basename(finalPath);
if (ref.logo_filename) {
const old = path.join(logosDir, ref.logo_filename);
if (fs.existsSync(old)) fs.unlink(old, () => {});
}
db.prepare(`UPDATE institutions_referentiel SET logo_filename=?, updated_at=datetime('now') WHERE id=?`)
.run(filename, ref.id);
res.json({ logo_filename: filename });
} catch (e) { next(e); }
});
// ── DELETE /api/institutions-referentiel/:id/logo ───────────────────────────
router.delete('/:id/logo', (req, res, next) => {
try {
const ref = db.prepare('SELECT * FROM institutions_referentiel WHERE id = ?').get(req.params.id);
if (!ref) throw new HttpError(404, 'Institution introuvable');
if (ref.logo_filename) {
const filePath = path.join(logosDir, ref.logo_filename);
if (fs.existsSync(filePath)) fs.unlink(filePath, () => {});
}
db.prepare(`UPDATE institutions_referentiel SET logo_filename=NULL, updated_at=datetime('now') WHERE id=?`).run(ref.id);
res.json({ deleted: true });
} catch (e) { next(e); }
});
// ── POST /api/institutions-referentiel/:id/icone ────────────────────────────
router.post('/:id/icone', upload.single('file'), async (req, res, next) => {
try {
const ref = db.prepare('SELECT * FROM institutions_referentiel WHERE id = ?').get(req.params.id);
if (!ref) throw new HttpError(404, 'Institution introuvable');
if (!req.file) throw new HttpError(400, 'Fichier requis');
const finalPath = await processLogoFile(req.file.path);
const filename = path.basename(finalPath);
if (ref.icone_filename) {
const oldFile = path.join(logosDir, ref.icone_filename);
if (fs.existsSync(oldFile)) fs.unlink(oldFile, () => {});
}
db.prepare(`UPDATE institutions_referentiel SET icone_filename=?, updated_at=datetime('now') WHERE id=?`)
.run(filename, ref.id);
res.json({ icone_filename: filename });
} catch (e) { next(e); }
});
// ── DELETE /api/institutions-referentiel/:id/icone ──────────────────────────
router.delete('/:id/icone', (req, res, next) => {
try {
const ref = db.prepare('SELECT * FROM institutions_referentiel WHERE id = ?').get(req.params.id);
if (!ref) throw new HttpError(404, 'Institution introuvable');
if (ref.icone_filename) {
const filePath = path.join(logosDir, ref.icone_filename);
if (fs.existsSync(filePath)) fs.unlink(filePath, () => {});
}
db.prepare(`UPDATE institutions_referentiel SET icone_filename=NULL, updated_at=datetime('now') WHERE id=?`).run(ref.id);
res.json({ deleted: true });
} catch (e) { next(e); }
});
export default router;
@@ -0,0 +1,104 @@
import { Router } from 'express';
import { z } from 'zod';
import db from '../db/index.js';
import { HttpError } from '../middleware/errorHandler.js';
/**
* routes/ref-categories-institutions.js — liste globale des catégories du référentiel
* "Institutions financières" (type d'établissement : Banque, Courtier, Assureur...).
* Même patron que routes/ref-categories.js (categories_inv), table dédiée
* (categories_institutions) — cf. institutionsReferentiel.js.
*/
const router = Router();
// Toutes ces routes sont montées sous requireAdmin dans server.js
/* GET /api/ref-categories-institutions — liste complète */
router.get('/', (_req, res) => {
const rows = db.prepare(`
SELECT c.id, c.nom,
COUNT(rc.institution_id) AS nb_utilises
FROM categories_institutions c
LEFT JOIN referentiel_categories_institutions rc ON rc.categorie_id = c.id
GROUP BY c.id
ORDER BY c.nom
`).all();
res.json(rows);
});
/* POST /api/ref-categories-institutions — créer */
router.post('/', (req, res, next) => {
try {
const { nom } = z.object({ nom: z.string().min(1).max(200) }).parse(req.body);
const exists = db.prepare('SELECT id FROM categories_institutions WHERE nom = ?').get(nom.trim());
if (exists) throw new HttpError(409, `La catégorie "${nom.trim()}" existe déjà.`);
const r = db.prepare('INSERT INTO categories_institutions (nom) VALUES (?)').run(nom.trim());
res.status(201).json({ id: r.lastInsertRowid, nom: nom.trim(), nb_utilises: 0 });
} catch (e) { next(e); }
});
/* PUT /api/ref-categories-institutions/:id — renommer (propage automatiquement) */
router.put('/:id', (req, res, next) => {
try {
const { nom } = z.object({ nom: z.string().min(1).max(200) }).parse(req.body);
const row = db.prepare('SELECT id, nom FROM categories_institutions WHERE id = ?').get(req.params.id);
if (!row) throw new HttpError(404, 'Catégorie introuvable');
const dup = db.prepare('SELECT id FROM categories_institutions WHERE nom = ? AND id != ?').get(nom.trim(), row.id);
if (dup) throw new HttpError(409, `La catégorie "${nom.trim()}" existe déjà.`);
db.prepare('UPDATE categories_institutions SET nom = ? WHERE id = ?').run(nom.trim(), row.id);
const nb = db.prepare('SELECT COUNT(*) AS n FROM referentiel_categories_institutions WHERE categorie_id = ?').get(row.id).n;
res.json({ id: row.id, nom: nom.trim(), nb_utilises: nb });
} catch (e) { next(e); }
});
/* DELETE /api/ref-categories-institutions/:id — supprimer si non utilisée */
router.delete('/:id', (req, res, next) => {
try {
const row = db.prepare('SELECT id FROM categories_institutions WHERE id = ?').get(req.params.id);
if (!row) throw new HttpError(404, 'Catégorie introuvable');
const nb = db.prepare('SELECT COUNT(*) AS n FROM referentiel_categories_institutions WHERE categorie_id = ?').get(row.id).n;
if (nb > 0) throw new HttpError(409, `Catégorie utilisée par ${nb} institution(s) — retirez-la d'abord.`);
db.prepare('DELETE FROM categories_institutions WHERE id = ?').run(row.id);
res.status(204).end();
} catch (e) { next(e); }
});
/* POST /api/ref-categories-institutions/:id/merge — fusionner dans une autre catégorie */
router.post('/:id/merge', (req, res, next) => {
try {
const { target_id } = z.object({ target_id: z.number().int() }).parse(req.body);
const source = db.prepare('SELECT id, nom FROM categories_institutions WHERE id = ?').get(req.params.id);
if (!source) throw new HttpError(404, 'Catégorie source introuvable');
const target = db.prepare('SELECT id, nom FROM categories_institutions WHERE id = ?').get(target_id);
if (!target) throw new HttpError(404, 'Catégorie cible introuvable');
if (source.id === target.id) throw new HttpError(400, 'Source et cible identiques');
const result = db.transaction(() => {
const refs = db.prepare(
'SELECT institution_id FROM referentiel_categories_institutions WHERE categorie_id = ?'
).all(source.id);
let added = 0, skipped = 0;
for (const { institution_id } of refs) {
const exists = db.prepare(
'SELECT 1 FROM referentiel_categories_institutions WHERE institution_id = ? AND categorie_id = ?'
).get(institution_id, target.id);
if (!exists) {
db.prepare(
'INSERT INTO referentiel_categories_institutions (institution_id, categorie_id) VALUES (?, ?)'
).run(institution_id, target.id);
added++;
} else {
skipped++;
}
}
db.prepare('DELETE FROM referentiel_categories_institutions WHERE categorie_id = ?').run(source.id);
db.prepare('DELETE FROM categories_institutions WHERE id = ?').run(source.id);
return { added, skipped, total: refs.length };
})();
res.json({ ok: true, ...result,
message: `Fusion terminée : ${result.added} lien(s) ajouté(s), ${result.skipped} déjà présent(s). "${source.nom}" supprimée.` });
} catch (e) { next(e); }
});
export default router;
+6
View File
@@ -50,6 +50,8 @@ import adminAiRouter from './routes/adminAi.js';
import tauxCreditImpotRouter from './routes/tauxCreditImpot.js';
import referentielRouter from './routes/referentiel.js';
import referentielPublicRouter from './routes/referentielPublic.js';
import institutionsReferentielRouter from './routes/institutionsReferentiel.js';
import refCategoriesInstitutionsRouter from './routes/ref-categories-institutions.js';
import refCategoriesRouter from './routes/ref-categories.js';
import refSecteursRouter from './routes/ref-secteurs.js';
import categoriesInvRouter from './routes/categories-inv.js';
@@ -168,6 +170,10 @@ app.use('/api/invitations', invitationsRouter);
app.use('/api/taux-credit-impot', requireAuth, tauxCreditImpotRouter);
app.use('/api/referentiel', requireAuth, requireAdmin, referentielRouter);
app.use('/api/referentiel-public', requireAuth, referentielPublicRouter);
// Chantier "Référentiel Institutions financières" (26/09/26, demande Olivier) — Phase 1 :
// catalogue admin transverse aux workspaces, cf. institutionsReferentiel.js.
app.use('/api/institutions-referentiel', requireAuth, requireAdmin, institutionsReferentielRouter);
app.use('/api/ref-categories-institutions', requireAuth, requireAdmin, refCategoriesInstitutionsRouter);
app.use('/api/ref-categories', requireAuth, requireAdmin, refCategoriesRouter);
app.use('/api/ref-secteurs', requireAuth, requireAdmin, refSecteursRouter);
app.use('/api/categories-inv', requireAuth, categoriesInvRouter);
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+2
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@@ -29,6 +29,7 @@ import MonCompte from './pages/MonCompte.jsx';
import Admin from './pages/Admin.jsx';
import AdminPlateformes from './pages/AdminPlateformes.jsx';
import AdminFiscalite from './pages/AdminFiscalite.jsx';
import AdminInstitutions from './pages/AdminInstitutions.jsx';
import AdminIA from './pages/AdminIA.jsx';
import Aide from './pages/Aide.jsx';
import PlatformeProfile from './pages/PlatformeProfile.jsx';
@@ -240,6 +241,7 @@ export default function App() {
<Route path="admin" element={<AdminOnly><Admin /></AdminOnly>} />
<Route path="admin/plateformes" element={<AdminOnly><AdminPlateformes /></AdminOnly>} />
<Route path="admin/fiscalite" element={<AdminOnly><AdminFiscalite /></AdminOnly>} />
<Route path="admin/institutions" element={<AdminOnly><AdminInstitutions /></AdminOnly>} />
<Route path="admin/ia" element={<AdminOnly><AdminIA /></AdminOnly>} />
<Route path="aide" element={<Aide />} />
<Route path="notifications" element={<Notifications />} />
+2
View File
@@ -16,6 +16,7 @@ function IconShield() { return <svg width="15" height="15" viewBox="0 0 24 24"
function IconImage() { return <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round" aria-hidden="true"><rect x="3" y="3" width="18" height="18" rx="2"/><circle cx="8.5" cy="8.5" r="1.5"/><polyline points="21 15 16 10 5 21"/></svg>; }
function IconTax() { return <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round" aria-hidden="true"><path d="M14 2H6a2 2 0 0 0-2 2v16a2 2 0 0 0 2 2h12a2 2 0 0 0 2-2V8z"/><polyline points="14 2 14 8 20 8"/><line x1="16" y1="13" x2="8" y2="13"/><line x1="16" y1="17" x2="8" y2="17"/><polyline points="10 9 9 9 8 9"/></svg>; }
function IconDatabase() { return <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round" aria-hidden="true"><ellipse cx="12" cy="5" rx="9" ry="3"/><path d="M21 12c0 1.66-4 3-9 3s-9-1.34-9-3"/><path d="M3 5v14c0 1.66 4 3 9 3s9-1.34 9-3V5"/></svg>; }
function IconBank() { return <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round" aria-hidden="true"><line x1="3" y1="22" x2="21" y2="22"/><line x1="6" y1="18" x2="6" y2="11"/><line x1="10" y1="18" x2="10" y2="11"/><line x1="14" y1="18" x2="14" y2="11"/><line x1="18" y1="18" x2="18" y2="11"/><polygon points="12 2 21 8 3 8"/></svg>; }
function IconSettings() { return <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round" aria-hidden="true"><circle cx="12" cy="12" r="3"/><path d="M19.4 15a1.65 1.65 0 0 0 .33 1.82l.06.06a2 2 0 1 1-2.83 2.83l-.06-.06a1.65 1.65 0 0 0-1.82-.33 1.65 1.65 0 0 0-1 1.51V21a2 2 0 1 1-4 0v-.09A1.65 1.65 0 0 0 9 19.4a1.65 1.65 0 0 0-1.82.33l-.06.06a2 2 0 1 1-2.83-2.83l.06-.06A1.65 1.65 0 0 0 4.68 15a1.65 1.65 0 0 0-1.51-1H3a2 2 0 1 1 0-4h.09A1.65 1.65 0 0 0 4.6 9a1.65 1.65 0 0 0-.33-1.82l-.06-.06a2 2 0 1 1 2.83-2.83l.06.06A1.65 1.65 0 0 0 9 4.68a1.65 1.65 0 0 0 1-1.51V3a2 2 0 1 1 4 0v.09a1.65 1.65 0 0 0 1 1.51 1.65 1.65 0 0 0 1.82-.33l.06-.06a2 2 0 1 1 2.83 2.83l-.06.06A1.65 1.65 0 0 0 19.4 9a1.65 1.65 0 0 0 1.51 1H21a2 2 0 1 1 0 4h-.09a1.65 1.65 0 0 0-1.51 1z"/></svg>; }
function IconMail() { return <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round" aria-hidden="true"><path d="M4 4h16c1.1 0 2 .9 2 2v12c0 1.1-.9 2-2 2H4c-1.1 0-2-.9-2-2V6c0-1.1.9-2 2-2z"/><polyline points="22,6 12,13 2,6"/></svg>; }
function IconDownload() { return <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round" aria-hidden="true"><path d="M21 15v4a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2v-4"/><polyline points="7 10 12 15 17 10"/><line x1="12" y1="15" x2="12" y2="3"/></svg>; }
@@ -41,6 +42,7 @@ const NAV = [
items: [
{ id: 'plateformes', label: 'Plateformes', icon: <IconDatabase />, href: '/admin/plateformes' },
{ id: 'fiscalite', label: 'Fiscalité', icon: <IconTax />, href: '/admin/fiscalite' },
{ id: 'institutions', label: 'Institutions financières', icon: <IconBank />, href: '/admin/institutions' },
],
},
{
+734
View File
@@ -0,0 +1,734 @@
import { useState, useEffect, useCallback, useRef, useMemo } from 'react';
import { useLocation, useNavigate } from 'react-router-dom';
import { api } from '../api.js';
import ConfirmModal from '../components/ConfirmModal.jsx';
import Modal from '../components/Modal.jsx';
import ResultBanner from '../components/ResultBanner.jsx';
import CountrySelect, { COUNTRIES, FlagIcon } from '../components/CountrySelect.jsx';
import { usePagination } from '../hooks/usePagination.js';
import Pagination from '../components/Pagination.jsx';
/**
* pages/AdminInstitutions.jsx — Référentiel admin "Institutions financières"
* (banques, courtiers, assureurs...) — chantier du 26/09/26 (demande Olivier).
*
* Phase 1 uniquement (cf. plan de déploiement, doc projet) : catalogue admin — logo, icône,
* catégories (type d'établissement). Même esprit que AdminPlateformes.jsx (ReferentielSection /
* LogosBibliothequeSection / RefListSection), mais volontairement plus simple : pas de champs
* spécifiques aux plateformes d'investissement (fiscalité, méthode de remboursement...), pas de
* rattachement workspace (une institution est transverse à tous les espaces de travail), pas de
* mécanique de "poussée" (aucun enregistrement lié pour l'instant — Phase 2, plus tard).
* RefListSection est dupliqué ici plutôt qu'importé depuis AdminPlateformes.jsx : même
* précédent déjà en place dans ce fichier (le traitement image logo/icône est aussi dupliqué
* côté backend plutôt que partagé) — évite de coupler ce référentiel à l'évolution de celui des
* plateformes.
*/
const countryLabel = code => COUNTRIES.find(c => c.code === code)?.name ?? code ?? '—';
/* ── Icônes ───────────────────────────────────────────────────── */
function IconBank() {
return <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round" aria-hidden="true"><line x1="3" y1="22" x2="21" y2="22"/><line x1="6" y1="18" x2="6" y2="11"/><line x1="10" y1="18" x2="10" y2="11"/><line x1="14" y1="18" x2="14" y2="11"/><line x1="18" y1="18" x2="18" y2="11"/><polygon points="12 2 21 8 3 8"/></svg>;
}
function IconImage() {
return <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round" aria-hidden="true"><rect x="3" y="3" width="18" height="18" rx="2"/><circle cx="8.5" cy="8.5" r="1.5"/><polyline points="21 15 16 10 5 21"/></svg>;
}
function IconTag() {
return <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round" aria-hidden="true"><path d="M20.59 13.41L13.42 20.58a2 2 0 0 1-2.83 0L2 12V2h10l8.59 8.59a2 2 0 0 1 0 2.82z"/><line x1="7" y1="7" x2="7.01" y2="7"/></svg>;
}
function IconEdit() {
return <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round" aria-hidden="true"><path d="M11 4H4a2 2 0 0 0-2 2v14a2 2 0 0 0 2 2h14a2 2 0 0 0 2-2v-7"/><path d="M18.5 2.5a2.121 2.121 0 0 1 3 3L12 15l-4 1 1-4 9.5-9.5z"/></svg>;
}
function IconTrash() {
return <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round" aria-hidden="true"><polyline points="3 6 5 6 21 6"/><path d="M19 6v14a2 2 0 0 1-2 2H7a2 2 0 0 1-2-2V6m3 0V4a2 2 0 0 1 2-2h4a2 2 0 0 1 2 2v2"/></svg>;
}
function IconChevronLeft() {
return <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round" aria-hidden="true"><polyline points="15 18 9 12 15 6"/></svg>;
}
/* ── Modale de création/édition d'une institution ────────────────
Formulaire simple à un seul écran (contrairement au RefModal des plateformes, à 5 étapes) :
une institution financière n'a qu'une poignée de champs, un wizard serait disproportionné. */
function InstitutionModal({ row, onClose, onSaved }) {
const isNew = !row?.id;
const [categories, setCategories] = useState([]);
const [err, setErr] = useState(null);
const [saving, setSaving] = useState(false);
const [form, setForm] = useState({
nom: row?.nom || '',
url: row?.url || '',
domiciliation: row?.domiciliation || 'FR',
description: row?.description || '',
categories_ids: (row?.categories || []).map(c => c.id),
});
useEffect(() => {
api.get('/ref-categories-institutions').then(setCategories).catch(() => {});
}, []);
const set = (k, v) => setForm(f => ({ ...f, [k]: v }));
const handleSubmit = async (e) => {
e.preventDefault();
if (!form.nom.trim()) { setErr('Le nom est requis.'); return; }
setSaving(true); setErr(null);
try {
const payload = {
nom: form.nom.trim(),
url: form.url.trim() || null,
domiciliation: form.domiciliation,
description: form.description.trim() || null,
categories_ids: form.categories_ids || [],
};
if (isNew) await api.post('/institutions-referentiel', payload);
else await api.put(`/institutions-referentiel/${row.id}`, payload);
onSaved(); onClose();
} catch (ex) { setErr(ex.message); }
finally { setSaving(false); }
};
return (
<Modal
open
title={isNew ? 'Ajouter une institution' : `Modifier — ${row.nom}`}
onClose={onClose}
width={560}
footer={
<>
<button type="button" onClick={onClose} disabled={saving}>Annuler</button>
<button type="submit" form="institution-form" className="primary" disabled={saving}>
{saving ? '…' : (isNew ? 'Créer' : 'Enregistrer')}
</button>
</>
}
>
<form id="institution-form" onSubmit={handleSubmit} style={{ display: 'flex', flexDirection: 'column', gap: 14 }}>
{err && <div className="error">{err}</div>}
<div>
<label>Nom *</label>
<input value={form.nom} onChange={e => set('nom', e.target.value)} placeholder="Ex : BNP Paribas, Boursorama…" />
</div>
<div>
<label>URL</label>
<input value={form.url} onChange={e => set('url', e.target.value)} placeholder="https://…" />
</div>
<div>
<label>Domiciliation</label>
<CountrySelect value={form.domiciliation} onChange={code => set('domiciliation', code)} showCode />
</div>
<div>
<label>Catégories</label>
<div style={{ display: 'flex', flexWrap: 'wrap', gap: 6 }}>
{categories.length === 0 && <span className="text-muted" style={{ fontSize: 12 }}>Aucune catégorie — gérez-les depuis l'onglet "Catégories".</span>}
{categories.map(c => {
const checked = (form.categories_ids || []).includes(c.id);
return (
<label key={c.id} style={{ display: 'flex', alignItems: 'center', gap: 4, cursor: 'pointer' }}>
<input type="checkbox" checked={checked} style={{ width: 'auto' }}
onChange={e => set('categories_ids', e.target.checked
? [...(form.categories_ids || []), c.id]
: (form.categories_ids || []).filter(id => id !== c.id))} />
<span className="chip-cat" style={{ fontSize: 11 }}>{c.nom}</span>
</label>
);
})}
</div>
</div>
<div>
<label>Description</label>
<textarea value={form.description} onChange={e => set('description', e.target.value)}
style={{ minHeight: 100, resize: 'vertical' }} placeholder="Informations générales sur l'institution…" />
</div>
</form>
</Modal>
);
}
/* ── Section principale : liste des institutions ─────────────────── */
function InstitutionsSection() {
const navigate = useNavigate();
const [rows, setRows] = useState([]);
const [loading, setLoading] = useState(true);
const [err, setErr] = useState(null);
const [editing, setEditing] = useState(null);
const [deleting, setDeleting] = useState(null);
const [openMenu, setOpenMenu] = useState(null);
const [search, setSearch] = useState('');
const [filterCategorie, setFilterCategorie] = useState('');
const allCategories = useMemo(() => {
const set = new Set();
rows.forEach(r => (r.categories || []).forEach(c => set.add(c.nom)));
return [...set].sort((a, b) => a.localeCompare(b, 'fr'));
}, [rows]);
const filteredRows = useMemo(() => {
let r = rows;
if (filterCategorie) r = r.filter(x => (x.categories || []).some(c => c.nom === filterCategorie));
if (search.trim()) {
const q = search.trim().toLowerCase();
r = r.filter(x => x.nom.toLowerCase().includes(q));
}
return r;
}, [rows, search, filterCategorie]);
const { pagedItems, page, setPage, pageSize, setPageSize, totalPages, totalItems, PAGE_SIZES } =
usePagination(filteredRows, 'cl_pagesize_ref_institutions', [search, filterCategorie]);
const load = useCallback(async () => {
try { setLoading(true); setRows(await api.get('/institutions-referentiel')); }
catch (e) { setErr(e.message); }
finally { setLoading(false); }
}, []);
useEffect(() => { load(); }, [load]);
useEffect(() => {
if (!openMenu) return;
const close = () => setOpenMenu(null);
window.addEventListener('scroll', close, true);
return () => window.removeEventListener('scroll', close, true);
}, [openMenu]);
const handleDelete = (row) => {
setDeleting({
title: 'Supprimer cette institution ?',
message: `Supprimer "${row.nom}" du référentiel ? Cette action est définitive.`,
confirmLabel: 'Supprimer', danger: true,
onConfirm: async () => {
try { await api.del(`/institutions-referentiel/${row.id}`); load(); }
catch (e) { setErr(e.message); }
finally { setDeleting(null); }
},
});
};
const API_BASE = (import.meta.env.VITE_API_URL || '/api').replace(/\/api$/, '');
return (
<div>
<div style={{ display: 'flex', alignItems: 'flex-start', justifyContent: 'space-between', marginBottom: 16 }}>
<div>
<h2 style={{ margin: 0, fontSize: 18 }}>Référentiel des institutions financières</h2>
<p style={{ margin: '4px 0 0', color: 'var(--text-muted)', fontSize: 13 }}>
Banques, courtiers, assureurs… — catalogue commun, transverse à tous les espaces de travail.
</p>
</div>
<button className="primary" style={{ flexShrink: 0 }} onClick={() => setEditing('new')}>+ Ajouter</button>
</div>
<div style={{ display: 'flex', flexDirection: 'column', gap: 8, marginBottom: 16 }}>
<input
type="search"
placeholder="Rechercher par nom…"
value={search}
onChange={e => setSearch(e.target.value)}
style={{ width: '100%', boxSizing: 'border-box', padding: '9px 14px', fontSize: 14, borderRadius: 6, border: '1px solid var(--border)', background: 'var(--surface)', color: 'var(--text)' }}
/>
<div style={{ display: 'flex', gap: 8 }}>
<select
value={filterCategorie}
onChange={e => setFilterCategorie(e.target.value)}
style={{ flex: 1, padding: '7px 12px', fontSize: 13, borderRadius: 6, border: '1px solid var(--border)', background: 'var(--surface)', color: 'var(--text)' }}
>
<option value="">Toutes les catégories</option>
{allCategories.map(c => <option key={c} value={c}>{c}</option>)}
</select>
{(search || filterCategorie) && (
<button
onClick={() => { setSearch(''); setFilterCategorie(''); }}
style={{ padding: '7px 12px', fontSize: 13, borderRadius: 6, border: '1px solid var(--border)', background: 'var(--surface-2)', color: 'var(--text-muted)', cursor: 'pointer', whiteSpace: 'nowrap' }}
>Effacer les filtres</button>
)}
</div>
</div>
{err && <div className="error" style={{ marginBottom: 12 }}>{err}</div>}
{loading ? <p style={{ color: 'var(--text-muted)' }}>Chargement…</p> : (
<div className="card" style={{ padding: 0, overflow: 'hidden' }}>
<table style={{ width: '100%', borderCollapse: 'collapse', fontSize: 13 }}>
<thead>
<tr style={{ borderBottom: '1px solid var(--border)', background: 'var(--surface-2)' }}>
<th style={{ padding: '10px 8px', width: 40 }}></th>
<th style={{ padding: '10px 16px', textAlign: 'left' }}>Nom</th>
<th style={{ padding: '10px 8px', textAlign: 'left' }}>Domiciliation</th>
<th style={{ padding: '10px 8px', textAlign: 'left' }}>Catégories</th>
<th style={{ padding: '10px 16px', width: 40 }}></th>
</tr>
</thead>
<tbody>
{filteredRows.length === 0 ? (
<tr><td colSpan={5} style={{ padding: 32, textAlign: 'center', color: 'var(--text-muted)' }}>
{rows.length === 0
? 'Aucune institution dans le référentiel. Créez-en une pour commencer.'
: 'Aucun résultat pour ces critères.'}
</td></tr>
) : pagedItems.map((row, i) => (
<tr key={row.id}
style={{ borderBottom: i < pagedItems.length - 1 ? '1px solid var(--border)' : 'none', cursor: 'pointer' }}
onClick={() => setEditing(row)}
onMouseEnter={e => e.currentTarget.style.background = 'var(--surface-2)'}
onMouseLeave={e => e.currentTarget.style.background = 'none'}>
<td style={{ padding: '8px 8px 8px 16px', width: 40 }}>
{row.icone_filename || row.logo_filename
? <img src={`${API_BASE}/api/logos/${row.icone_filename || row.logo_filename}`}
alt="" style={{ width: 32, height: 32, objectFit: 'contain', borderRadius: 4, display: 'block' }} />
: <div title="Aucune image" style={{ width: 32, height: 32, borderRadius: 4, background: 'var(--surface-2)', border: '1px dashed var(--border)', display: 'flex', alignItems: 'center', justifyContent: 'center', color: 'var(--text-muted)', fontSize: 16 }}>×</div>
}
</td>
<td style={{ padding: '10px 16px' }}>
<div style={{ fontWeight: 600 }}>{row.nom}</div>
{row.description && <div style={{ fontSize: 11, color: 'var(--text-muted)', marginTop: 2 }}>{row.description}</div>}
</td>
<td style={{ padding: '10px 8px', color: 'var(--text-muted)', fontSize: 12 }}>
<span style={{ display: 'inline-flex', alignItems: 'center', gap: 5 }}>
<FlagIcon code={row.domiciliation} size={15} />{countryLabel(row.domiciliation)}
</span>
</td>
<td style={{ padding: '10px 8px' }}>
<div style={{ display: 'flex', flexWrap: 'wrap', gap: 4 }}>
{(row.categories || []).slice(0, 2).map(c => <span key={c.id} className="chip-cat" style={{ fontSize: 11 }}>{c.nom}</span>)}
{(row.categories || []).length > 2 && <span style={{ fontSize: 11, color: 'var(--text-muted)' }}>+{row.categories.length - 2}</span>}
{(row.categories || []).length === 0 && <span style={{ fontSize: 11, color: 'var(--text-muted)' }}>—</span>}
</div>
</td>
<td style={{ padding: '10px 16px', textAlign: 'right' }}>
<button
style={{ background: 'none', border: 'none', cursor: 'pointer', padding: '4px 8px', borderRadius: 4, fontSize: 18, color: 'var(--text-muted)', lineHeight: 1 }}
onMouseEnter={e => e.currentTarget.style.background = 'var(--surface-2)'}
onMouseLeave={e => e.currentTarget.style.background = 'none'}
onClick={e => { e.stopPropagation(); const rect = e.currentTarget.getBoundingClientRect(); setOpenMenu({ row, x: rect.right, y: rect.bottom }); }}
>⋮</button>
</td>
</tr>
))}
</tbody>
</table>
</div>
)}
<Pagination
page={page} setPage={setPage}
pageSize={pageSize} setPageSize={setPageSize}
totalPages={totalPages} totalItems={totalItems}
PAGE_SIZES={PAGE_SIZES}
/>
{openMenu && (
<>
<div style={{ position: 'fixed', inset: 0, zIndex: 299 }} onClick={() => setOpenMenu(null)} />
<div style={{ position: 'fixed', left: openMenu.x, top: openMenu.y,
transform: 'translateX(-100%) translateY(4px)', zIndex: 300,
background: 'var(--surface)', border: '1px solid var(--border)',
borderRadius: 8, boxShadow: '0 4px 20px rgba(0,0,0,0.15)', padding: '4px 0', minWidth: 160 }}>
{[
{ icon: <IconEdit />, label: 'Modifier', onClick: () => { setOpenMenu(null); setEditing(openMenu.row); } },
{ icon: <IconTrash />, label: 'Supprimer', onClick: () => { const r = openMenu.row; setOpenMenu(null); handleDelete(r); }, color: 'var(--danger)' },
].map(({ icon, label, onClick, color }) => (
<button key={label}
style={{ display: 'flex', alignItems: 'center', gap: 8, width: '100%', padding: '8px 14px',
background: 'none', border: 'none', cursor: 'pointer',
fontSize: 'var(--fs-sm)', color: color || 'var(--text)', textAlign: 'left' }}
onMouseEnter={e => e.currentTarget.style.background = 'var(--surface-2)'}
onMouseLeave={e => e.currentTarget.style.background = 'none'}
onClick={onClick}>
<span style={{ opacity: 0.7, flexShrink: 0, display: 'flex' }}>{icon}</span>
{label}
</button>
))}
</div>
</>
)}
{editing && <InstitutionModal row={editing === 'new' ? null : editing} onClose={() => setEditing(null)} onSaved={load} />}
{deleting && <ConfirmModal open title={deleting.title} message={deleting.message} confirmLabel={deleting.confirmLabel} danger={deleting.danger} onConfirm={deleting.onConfirm} onCancel={() => setDeleting(null)} />}
</div>
);
}
/* ── Bibliothèque de logos/icônes ────────────────────────────────── */
function LogosInstitutionsSection() {
const [rows, setRows] = useState([]);
const [loading, setLoading] = useState(true);
const [err, setErr] = useState(null);
const [uploading, setUploading] = useState(null);
const [deleting, setDeleting] = useState(null);
const [result, setResult] = useState(null);
const [type, setType] = useState('logo'); // 'logo' | 'icone'
const fileInputRef = useRef(null);
const [targetId, setTargetId] = useState(null);
const API_BASE = (import.meta.env.VITE_API_URL || '/api').replace(/\/api$/, '');
const load = async () => {
try { setLoading(true); setRows(await api.get('/institutions-referentiel')); }
catch (e) { setErr(e.message); }
finally { setLoading(false); }
};
useEffect(() => { load(); }, []);
const handleFileChange = async (e) => {
const file = e.target.files?.[0];
if (!file || !targetId) return;
e.target.value = '';
const allowed = ['.svg', '.png', '.jpg', '.jpeg', '.webp'];
const ext = file.name.toLowerCase().match(/\.[^.]+$/)?.[0];
if (!allowed.includes(ext)) {
setResult({ ok: false, msg: 'Format non supporté — SVG, PNG, JPG ou WebP uniquement' });
return;
}
setUploading(targetId);
setResult(null);
try {
const formData = new FormData();
formData.append('file', file);
await api.upload(`/institutions-referentiel/${targetId}/${type}`, formData);
const label = type === 'logo' ? 'Logo' : 'Icône';
setResult({ ok: true, msg: `${label} importé(e).` });
load();
} catch (ex) { setResult({ ok: false, msg: ex.message }); }
finally { setUploading(null); setTargetId(null); }
};
const triggerUpload = (id) => {
setTargetId(id);
setTimeout(() => fileInputRef.current?.click(), 50);
};
const handleDelete = (row) => {
const label = type === 'logo' ? 'logo' : 'icône';
setDeleting({
title: `Supprimer le ${label} de "${row.nom}" ?`,
message: `Le ${label} sera retiré du référentiel.`,
confirmLabel: 'Supprimer', danger: true,
onConfirm: async () => {
try {
await api.del(`/institutions-referentiel/${row.id}/${type}`);
setResult({ ok: true, msg: `${label.charAt(0).toUpperCase() + label.slice(1)} de "${row.nom}" supprimé(e).` });
load();
} catch (ex) { setResult({ ok: false, msg: ex.message }); }
finally { setDeleting(null); }
},
});
};
const getImageUrl = (row) => {
const filename = type === 'logo' ? row.logo_filename : row.icone_filename;
return filename ? `${API_BASE}/api/logos/${filename}` : null;
};
return (
<div>
<div style={{ display: 'flex', alignItems: 'flex-start', justifyContent: 'space-between', marginBottom: 16 }}>
<div>
<h2 style={{ margin: 0, fontSize: 18 }}>Logos & icônes</h2>
<p style={{ margin: '4px 0 0', color: 'var(--text-muted)', fontSize: 13 }}>
{type === 'logo'
? 'Logos associés au référentiel des institutions financières.'
: "Icônes associées au référentiel des institutions financières (variante compacte du logo)."}
</p>
</div>
</div>
<div className="dr-tabs" style={{ marginBottom: 20 }}>
<button className={`dr-tab${type === 'logo' ? ' active' : ''}`} onClick={() => { setType('logo'); setResult(null); }}>Logos</button>
<button className={`dr-tab${type === 'icone' ? ' active' : ''}`} onClick={() => { setType('icone'); setResult(null); }}>Icônes</button>
</div>
<input ref={fileInputRef} type="file" accept=".svg,.png,.jpg,.jpeg,.webp" style={{ display: 'none' }} onChange={handleFileChange} />
{err && <div className="error" style={{ marginBottom: 12 }}>{err}</div>}
<ResultBanner result={result} onDismiss={() => setResult(null)} style={{ marginBottom: 16 }} />
{loading ? <p style={{ color: 'var(--text-muted)' }}>Chargement…</p> : (
<div style={{ display: 'grid', gridTemplateColumns: 'repeat(auto-fill, minmax(180px, 1fr))', gap: 16 }}>
{rows.length === 0 && (
<p style={{ color: 'var(--text-muted)', gridColumn: '1 / -1' }}>Aucune institution dans le référentiel.</p>
)}
{rows.map(row => {
const imageUrl = getImageUrl(row);
const isUploading = uploading === row.id;
const missingLabel = type === 'logo' ? 'Logo manquant' : 'Icône manquante';
return (
<div key={row.id} className="card" style={{ padding: 0, overflow: 'hidden', display: 'flex', flexDirection: 'column' }}>
<div style={{
height: 110, display: 'flex', alignItems: 'center', justifyContent: 'center',
background: 'var(--surface-2)', borderBottom: '1px solid var(--border)', position: 'relative',
}}>
{isUploading ? (
<span style={{ color: 'var(--text-muted)', fontSize: 13 }}>Import…</span>
) : imageUrl ? (
<img src={imageUrl} alt={row.nom}
style={{ maxWidth: 120, maxHeight: 80, objectFit: 'contain' }}
onError={e => { e.currentTarget.style.display = 'none'; e.currentTarget.nextSibling.style.display = 'flex'; }} />
) : null}
<div style={{
display: imageUrl && !isUploading ? 'none' : 'flex',
flexDirection: 'column', alignItems: 'center', gap: 6, color: 'var(--text-muted)',
}}>
{!isUploading && (
<>
<svg width="36" height="36" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5" strokeLinecap="round" opacity="0.45">
<circle cx="12" cy="12" r="10"/><line x1="8" y1="8" x2="16" y2="16"/><line x1="16" y1="8" x2="8" y2="16"/>
</svg>
<span style={{ fontSize: 11 }}>{missingLabel}</span>
</>
)}
</div>
</div>
<div style={{ padding: '10px 12px', flex: 1, display: 'flex', flexDirection: 'column', gap: 6 }}>
<div style={{ fontWeight: 600, fontSize: 13, lineHeight: 1.3 }}>{row.nom}</div>
<div style={{ marginTop: 'auto', paddingTop: 8, display: 'flex', gap: 6 }}>
<button onClick={() => triggerUpload(row.id)} disabled={isUploading}
style={{ flex: 1, fontSize: 12, padding: '5px 8px', cursor: 'pointer' }}>
{imageUrl ? 'Remplacer' : 'Importer'}
</button>
{imageUrl && (
<button onClick={() => handleDelete(row)} disabled={isUploading}
style={{ fontSize: 12, padding: '5px 8px', cursor: 'pointer', color: 'var(--danger)', background: 'rgba(239,68,68,.08)', border: '1px solid rgba(239,68,68,.25)', borderRadius: 6 }}>
×
</button>
)}
</div>
</div>
</div>
);
})}
</div>
)}
{deleting && <ConfirmModal open title={deleting.title} message={deleting.message} confirmLabel={deleting.confirmLabel} danger={deleting.danger} onConfirm={deleting.onConfirm} onCancel={() => setDeleting(null)} />}
</div>
);
}
/* ── Catégories (type d'établissement) — liste admin-gérable ─────────
Dupliqué depuis RefListSection (AdminPlateformes.jsx) : même mécanique générique pilotée par
apiPath, sans le renvoi vers les "suggestions" (spécifique aux catégories/secteurs
d'investissement crowdlending/PE, sans équivalent ici). */
function CategoriesInstitutionsSection() {
const [items, setItems] = useState([]);
const [loading, setLoading] = useState(true);
const [err, setErr] = useState(null);
const [newNom, setNewNom] = useState('');
const [adding, setAdding] = useState(false);
const [editId, setEditId] = useState(null);
const [editNom, setEditNom] = useState('');
const [saving, setSaving] = useState(false);
const [openMenu, setOpenMenu] = useState(null);
const [confirm, setConfirm] = useState(null);
const apiPath = '/ref-categories-institutions';
const load = useCallback(() => {
setLoading(true);
api.get(apiPath)
.then(data => { setItems(data); setErr(null); })
.catch(e => setErr(e.message))
.finally(() => setLoading(false));
}, []);
useEffect(() => { load(); }, [load]);
useEffect(() => {
if (!openMenu) return;
const close = () => setOpenMenu(null);
window.addEventListener('scroll', close, true);
return () => window.removeEventListener('scroll', close, true);
}, [openMenu]);
const handleAdd = async (e) => {
e.preventDefault();
if (!newNom.trim()) return;
setAdding(true); setErr(null);
try { await api.post(apiPath, { nom: newNom.trim() }); setNewNom(''); load(); }
catch (ex) { setErr(ex.message); }
finally { setAdding(false); }
};
const startEdit = (item) => { setEditId(item.id); setEditNom(item.nom); };
const cancelEdit = () => { setEditId(null); setEditNom(''); };
const handleRename = async (e, id) => {
e.preventDefault();
if (!editNom.trim()) return;
setSaving(true); setErr(null);
try { await api.put(`${apiPath}/${id}`, { nom: editNom.trim() }); cancelEdit(); load(); }
catch (ex) { setErr(ex.message); }
finally { setSaving(false); }
};
const handleDelete = (item) => {
setConfirm({
title: 'Confirmer la suppression',
message: `Supprimer "${item.nom}" ?`,
confirmLabel: 'Supprimer',
onConfirm: async () => {
setConfirm(null);
try { await api.del(`${apiPath}/${item.id}`); load(); }
catch (ex) { setErr(ex.message); }
},
});
};
const openContextMenu = (e, item) => {
e.stopPropagation();
const rect = e.currentTarget.getBoundingClientRect();
setOpenMenu({ item, x: rect.right - 160, y: rect.bottom + 4 });
};
return (
<div>
<div style={{ marginBottom: 20 }}>
<h2 style={{ margin: 0, fontSize: 18 }}>Catégories (type d'établissement)</h2>
<p style={{ margin: '4px 0 0', color: 'var(--text-muted)', fontSize: 13 }}>
Liste globale utilisée pour classer les institutions du référentiel (Banque, Courtier, Assureur…).
</p>
</div>
{err && <div className="error" style={{ marginBottom: 12 }}>{err}</div>}
<div className="card" style={{ marginBottom: 16, padding: '16px 20px' }}>
<form onSubmit={handleAdd} style={{ display: 'flex', gap: 8, alignItems: 'center' }}>
<input
value={newNom}
onChange={e => setNewNom(e.target.value)}
placeholder="Nouvelle catégorie…"
style={{ flex: 1, padding: '7px 12px', borderRadius: 7, border: '1px solid var(--border)', background: 'var(--surface)', color: 'var(--text)', fontSize: 13 }}
/>
<button type="submit" className="primary" disabled={adding || !newNom.trim()}>{adding ? '…' : 'Ajouter'}</button>
</form>
</div>
{loading ? <p style={{ color: 'var(--text-muted)' }}>Chargement…</p> : (
<div className="card" style={{ padding: 0, overflow: 'hidden' }}>
<table style={{ width: '100%', borderCollapse: 'collapse', fontSize: 13 }}>
<thead>
<tr style={{ borderBottom: '1px solid var(--border)', background: 'var(--surface-2)' }}>
<th style={{ padding: '10px 16px', textAlign: 'left' }}>Nom</th>
<th style={{ padding: '10px 8px', textAlign: 'center' }}>Utilisée</th>
<th style={{ padding: '10px 16px', width: 40 }}></th>
</tr>
</thead>
<tbody>
{items.length === 0 ? (
<tr><td colSpan={3} style={{ padding: 32, textAlign: 'center', color: 'var(--text-muted)' }}>Aucune catégorie.</td></tr>
) : items.map((item, i) => (
<tr key={item.id} style={{ borderBottom: i < items.length - 1 ? '1px solid var(--border)' : 'none' }}>
<td style={{ padding: '10px 16px' }}>
{editId === item.id ? (
<form onSubmit={e => handleRename(e, item.id)} style={{ display: 'flex', gap: 6 }}>
<input autoFocus value={editNom} onChange={e => setEditNom(e.target.value)}
style={{ flex: 1, padding: '5px 10px', borderRadius: 6, border: '1px solid var(--border)', background: 'var(--surface)', color: 'var(--text)', fontSize: 13 }} />
<button type="submit" className="primary" disabled={saving} style={{ fontSize: 12, padding: '5px 10px' }}>OK</button>
<button type="button" onClick={cancelEdit} style={{ fontSize: 12, padding: '5px 10px' }}>Annuler</button>
</form>
) : <span style={{ fontWeight: 600 }}>{item.nom}</span>}
</td>
<td style={{ padding: '10px 8px', textAlign: 'center' }}>
<span style={{ display: 'inline-block', minWidth: 28, padding: '2px 8px', borderRadius: 12, fontSize: 12, fontWeight: 700,
background: item.nb_utilises > 0 ? 'rgba(99,102,241,.12)' : 'var(--surface-2)',
color: item.nb_utilises > 0 ? '#6366f1' : 'var(--text-muted)' }}>
{item.nb_utilises}
</span>
</td>
<td style={{ padding: '10px 16px', textAlign: 'right' }}>
<button
style={{ background: 'none', border: 'none', cursor: 'pointer', padding: '4px 8px', borderRadius: 4, fontSize: 18, color: 'var(--text-muted)', lineHeight: 1 }}
onClick={e => openContextMenu(e, item)}
>⋮</button>
</td>
</tr>
))}
</tbody>
</table>
</div>
)}
{openMenu && (
<>
<div style={{ position: 'fixed', inset: 0, zIndex: 299 }} onClick={() => setOpenMenu(null)} />
<div style={{ position: 'fixed', left: openMenu.x, top: openMenu.y, zIndex: 300,
background: 'var(--surface)', border: '1px solid var(--border)',
borderRadius: 8, boxShadow: '0 4px 20px rgba(0,0,0,0.15)', padding: '4px 0', minWidth: 160 }}>
<button
style={{ display: 'flex', alignItems: 'center', gap: 8, width: '100%', padding: '8px 14px', background: 'none', border: 'none', cursor: 'pointer', fontSize: 'var(--fs-sm)', color: 'var(--text)', textAlign: 'left' }}
onMouseEnter={e => e.currentTarget.style.background = 'var(--surface-2)'}
onMouseLeave={e => e.currentTarget.style.background = 'none'}
onClick={() => { const it = openMenu.item; setOpenMenu(null); startEdit(it); }}>
<IconEdit /> Renommer
</button>
<button
style={{ display: 'flex', alignItems: 'center', gap: 8, width: '100%', padding: '8px 14px', background: 'none', border: 'none', cursor: 'pointer', fontSize: 'var(--fs-sm)', color: 'var(--danger)', textAlign: 'left' }}
onMouseEnter={e => e.currentTarget.style.background = 'var(--surface-2)'}
onMouseLeave={e => e.currentTarget.style.background = 'none'}
onClick={() => { const it = openMenu.item; setOpenMenu(null); handleDelete(it); }}>
<IconTrash /> Supprimer
</button>
</div>
</>
)}
<ConfirmModal open={!!confirm} title={confirm?.title} message={confirm?.message} confirmLabel={confirm?.confirmLabel}
onConfirm={confirm?.onConfirm} onCancel={() => setConfirm(null)} />
</div>
);
}
const NAV = [
{ id: 'institutions', label: 'Institutions', icon: <IconBank /> },
{ id: 'logos', label: 'Logos & icônes', icon: <IconImage /> },
{ id: 'categories', label: 'Catégories', icon: <IconTag /> },
];
/* ── Page principale ──────────────────────────────────────────── */
export default function AdminInstitutions() {
const { search } = useLocation();
const navigate = useNavigate();
const section = new URLSearchParams(search).get('section') || 'institutions';
return (
<div className="account-layout">
<aside className="account-sidebar">
<div style={{ marginBottom: 4 }}>
<button
onClick={() => navigate('/admin')}
style={{ display: 'inline-flex', alignItems: 'center', gap: 6, fontSize: 12,
color: 'var(--text-muted)', background: 'none', border: 'none', cursor: 'pointer',
padding: '4px 0', marginBottom: 8 }}>
<IconChevronLeft /> Administration
</button>
</div>
<h1 className="account-title">Institutions financières</h1>
<div className="account-nav-group">
{NAV.map(item => (
<button
key={item.id}
className={`account-nav-item${section === item.id ? ' active' : ''}`}
onClick={() => navigate(`/admin/institutions?section=${item.id}`, { replace: true })}
>
{item.icon}
{item.label}
</button>
))}
</div>
</aside>
<div className="account-content">
{section === 'institutions' && <InstitutionsSection />}
{section === 'logos' && <LogosInstitutionsSection />}
{section === 'categories' && <CategoriesInstitutionsSection />}
</div>
</div>
);
}