Generalize email system with invoice workflow and Stiftungsgeschichte category
- Rename DestinataerEmailEingang → EmailEingang with category support (destinataer, rechnung, land_pacht, stiftungsgeschichte, allgemein) - Add invoice capture workflow: create Verwaltungskosten from email, link DMS documents as invoice attachments, track payment status - Add Stiftungsgeschichte email category with auto-detection patterns (Ahnenforschung, Genealogie, Chronik, etc.) and DMS integration - Update poll_emails task with category detection and DMS context mapping - Show available history documents in Geschichte editor sidebar - Consolidate DMS views, remove legacy dokument templates - Update all detail/form templates for DMS document linking - Add deploy.sh script and streamline compose.yml Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
SysAdmin Agent
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app/stiftung/migrations/0049_phase3_email_dms_m2m.py
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app/stiftung/migrations/0049_phase3_email_dms_m2m.py
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# Generated by Django 5.0.6 on 2026-03-12 08:11
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from django.db import migrations, models
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class Migration(migrations.Migration):
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dependencies = [
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('stiftung', '0048_phase3_dms_dokument_datei'),
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]
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operations = [
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migrations.AddField(
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model_name='destinataeremaileingang',
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name='dokument_dateien',
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field=models.ManyToManyField(blank=True, help_text='Automatisch befüllte Anhänge als Django-DMS-Dateien.', related_name='email_eingaenge', to='stiftung.dokumentdatei', verbose_name='DMS-Dokumente (Anhänge)'),
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),
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migrations.AlterField(
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model_name='appconfiguration',
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name='category',
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field=models.CharField(choices=[('paperless', 'Paperless Integration'), ('email', 'E-Mail / IMAP'), ('general', 'General Settings'), ('corporate', 'Corporate Identity'), ('notifications', 'Notifications'), ('system', 'System Settings')], default='general', max_length=50, verbose_name='Category'),
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),
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migrations.AlterField(
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model_name='appconfiguration',
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name='setting_type',
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field=models.CharField(choices=[('text', 'Text'), ('password', 'Password'), ('number', 'Number'), ('boolean', 'Boolean'), ('url', 'URL'), ('tag', 'Tag Name'), ('tag_id', 'Tag ID')], default='text', max_length=20, verbose_name='Type'),
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),
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migrations.AlterField(
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model_name='destinataeremaileingang',
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name='paperless_dokument_ids',
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field=models.JSONField(blank=True, default=list, help_text='Veraltet – wird nach vollständiger Migration entfernt. Neue Anhänge in dokument_dateien.', verbose_name='Paperless Dokument-IDs (Anhänge, veraltet)'),
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),
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]
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# Phase 4: Generalize EmailEingang + Rechnungsworkflow
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# - Rename DestinataerEmailEingang → EmailEingang
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# - Add kategorie, verwaltungskosten FK, land FK, verpachtung FK
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# - Expand status choices (rechnung_erfasst, zahlung_gebucht)
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# - Add verwaltungskosten FK to DokumentDatei
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from django.db import migrations, models
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import django.db.models.deletion
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class Migration(migrations.Migration):
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dependencies = [
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('stiftung', '0049_phase3_email_dms_m2m'),
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]
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operations = [
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# 1. Rename model (preserves DB table, updates Django state)
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migrations.RenameModel(
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old_name='DestinataerEmailEingang',
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new_name='EmailEingang',
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),
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# 2. Add kategorie field to EmailEingang
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migrations.AddField(
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model_name='emaileingang',
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name='kategorie',
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field=models.CharField(
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choices=[
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('destinataer', 'Destinataer'),
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('rechnung', 'Rechnung'),
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('land_pacht', 'Grundstueck / Pacht'),
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('allgemein', 'Allgemein'),
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],
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default='allgemein',
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max_length=20,
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verbose_name='Kategorie',
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),
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),
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# 3. Add verwaltungskosten FK to EmailEingang
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migrations.AddField(
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model_name='emaileingang',
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name='verwaltungskosten',
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field=models.ForeignKey(
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blank=True,
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null=True,
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on_delete=django.db.models.deletion.SET_NULL,
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related_name='email_eingaenge',
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to='stiftung.verwaltungskosten',
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verbose_name='Verwaltungskosten / Rechnung',
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),
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),
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# 4. Add land FK to EmailEingang
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migrations.AddField(
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model_name='emaileingang',
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name='land',
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field=models.ForeignKey(
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blank=True,
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null=True,
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on_delete=django.db.models.deletion.SET_NULL,
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related_name='email_eingaenge',
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to='stiftung.land',
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verbose_name='Laenderei',
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),
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),
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# 5. Add verpachtung FK to EmailEingang
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migrations.AddField(
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model_name='emaileingang',
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name='verpachtung',
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field=models.ForeignKey(
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blank=True,
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null=True,
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on_delete=django.db.models.deletion.SET_NULL,
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related_name='email_eingaenge',
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to='stiftung.landverpachtung',
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verbose_name='Verpachtung',
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),
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),
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# 6. Update status choices on EmailEingang
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migrations.AlterField(
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model_name='emaileingang',
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name='status',
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field=models.CharField(
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choices=[
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('neu', 'Neu / Unbearbeitet'),
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('zugewiesen', 'Destinataer zugewiesen'),
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('verarbeitet', 'Verarbeitet'),
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('rechnung_erfasst', 'Rechnung erfasst'),
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('zahlung_gebucht', 'Zahlung gebucht'),
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('unbekannt', 'Unbekannter Absender'),
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('fehler', 'Fehler bei Verarbeitung'),
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],
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default='neu',
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max_length=20,
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verbose_name='Status',
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),
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),
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# 7. Update Meta on EmailEingang
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migrations.AlterModelOptions(
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name='emaileingang',
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options={
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'ordering': ['-eingangsdatum'],
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'verbose_name': 'E-Mail-Eingang',
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'verbose_name_plural': 'E-Mail-Eingaenge',
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},
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),
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# 8. Set kategorie='destinataer' for existing emails that have a destinataer FK
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migrations.RunSQL(
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sql="UPDATE stiftung_emaileingang SET kategorie = 'destinataer' WHERE destinataer_id IS NOT NULL;",
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reverse_sql=migrations.RunSQL.noop,
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),
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# 9. Add verwaltungskosten FK to DokumentDatei
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migrations.AddField(
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model_name='dokumentdatei',
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name='verwaltungskosten',
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field=models.ForeignKey(
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blank=True,
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null=True,
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on_delete=django.db.models.deletion.SET_NULL,
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related_name='dms_dokumente',
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to='stiftung.verwaltungskosten',
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verbose_name='Verwaltungskosten / Rechnung',
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),
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),
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]
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@@ -0,0 +1,29 @@
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# Generated by Django 5.0.6 on 2026-03-12 09:45
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import django.db.models.deletion
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from django.db import migrations, models
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class Migration(migrations.Migration):
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dependencies = [
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('stiftung', '0050_generalize_email_rechnungsworkflow'),
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]
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operations = [
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migrations.AlterField(
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model_name='emaileingang',
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name='destinataer',
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field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='email_eingaenge', to='stiftung.destinataer', verbose_name='Destinataer'),
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),
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migrations.AlterField(
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model_name='emaileingang',
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name='dokument_dateien',
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field=models.ManyToManyField(blank=True, help_text='Automatisch befuellte Anhaenge als Django-DMS-Dateien.', related_name='email_eingaenge', to='stiftung.dokumentdatei', verbose_name='DMS-Dokumente (Anhaenge)'),
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),
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migrations.AlterField(
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model_name='emaileingang',
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name='paperless_dokument_ids',
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field=models.JSONField(blank=True, default=list, help_text='Veraltet – wird nach vollstaendiger Migration entfernt. Neue Anhaenge in dokument_dateien.', verbose_name='Paperless Dokument-IDs (Anhaenge, veraltet)'),
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),
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]
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@@ -0,0 +1,23 @@
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# Generated by Django 5.0.6 on 2026-03-12 10:07
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from django.db import migrations, models
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class Migration(migrations.Migration):
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dependencies = [
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('stiftung', '0051_alter_emaileingang_destinataer_and_more'),
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]
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operations = [
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migrations.AlterField(
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model_name='dokumentdatei',
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name='kontext',
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field=models.CharField(choices=[('pachtvertrag', 'Pachtvertrag'), ('antrag', 'Antrag / Förderantrag'), ('verwendungsnachweis', 'Verwendungsnachweis'), ('studiennachweis', 'Studiennachweis'), ('rechnung', 'Rechnung'), ('vertrag', 'Vertrag'), ('bericht', 'Bericht'), ('landkarte', 'Landkarte / Kataster'), ('korrespondenz', 'Korrespondenz / Brief'), ('bescheid', 'Bescheid / Behörde'), ('stiftungsgeschichte', 'Stiftungsgeschichte / Archiv'), ('anderes', 'Sonstiges')], default='anderes', max_length=30, verbose_name='Dokumententyp'),
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),
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migrations.AlterField(
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model_name='emaileingang',
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name='kategorie',
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field=models.CharField(choices=[('destinataer', 'Destinataer'), ('rechnung', 'Rechnung'), ('land_pacht', 'Grundstueck / Pacht'), ('stiftungsgeschichte', 'Stiftungsgeschichte'), ('allgemein', 'Allgemein')], default='allgemein', max_length=20, verbose_name='Kategorie'),
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),
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]
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