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
2026-03-12 10:17:14 +00:00
parent f4fc512ad3
commit e6f4c5ba1b
44 changed files with 1076 additions and 3428 deletions

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# Phase 4: Generalize EmailEingang + Rechnungsworkflow
# - Rename DestinataerEmailEingang → EmailEingang
# - Add kategorie, verwaltungskosten FK, land FK, verpachtung FK
# - Expand status choices (rechnung_erfasst, zahlung_gebucht)
# - Add verwaltungskosten FK to DokumentDatei
from django.db import migrations, models
import django.db.models.deletion
class Migration(migrations.Migration):
dependencies = [
('stiftung', '0049_phase3_email_dms_m2m'),
]
operations = [
# 1. Rename model (preserves DB table, updates Django state)
migrations.RenameModel(
old_name='DestinataerEmailEingang',
new_name='EmailEingang',
),
# 2. Add kategorie field to EmailEingang
migrations.AddField(
model_name='emaileingang',
name='kategorie',
field=models.CharField(
choices=[
('destinataer', 'Destinataer'),
('rechnung', 'Rechnung'),
('land_pacht', 'Grundstueck / Pacht'),
('allgemein', 'Allgemein'),
],
default='allgemein',
max_length=20,
verbose_name='Kategorie',
),
),
# 3. Add verwaltungskosten FK to EmailEingang
migrations.AddField(
model_name='emaileingang',
name='verwaltungskosten',
field=models.ForeignKey(
blank=True,
null=True,
on_delete=django.db.models.deletion.SET_NULL,
related_name='email_eingaenge',
to='stiftung.verwaltungskosten',
verbose_name='Verwaltungskosten / Rechnung',
),
),
# 4. Add land FK to EmailEingang
migrations.AddField(
model_name='emaileingang',
name='land',
field=models.ForeignKey(
blank=True,
null=True,
on_delete=django.db.models.deletion.SET_NULL,
related_name='email_eingaenge',
to='stiftung.land',
verbose_name='Laenderei',
),
),
# 5. Add verpachtung FK to EmailEingang
migrations.AddField(
model_name='emaileingang',
name='verpachtung',
field=models.ForeignKey(
blank=True,
null=True,
on_delete=django.db.models.deletion.SET_NULL,
related_name='email_eingaenge',
to='stiftung.landverpachtung',
verbose_name='Verpachtung',
),
),
# 6. Update status choices on EmailEingang
migrations.AlterField(
model_name='emaileingang',
name='status',
field=models.CharField(
choices=[
('neu', 'Neu / Unbearbeitet'),
('zugewiesen', 'Destinataer zugewiesen'),
('verarbeitet', 'Verarbeitet'),
('rechnung_erfasst', 'Rechnung erfasst'),
('zahlung_gebucht', 'Zahlung gebucht'),
('unbekannt', 'Unbekannter Absender'),
('fehler', 'Fehler bei Verarbeitung'),
],
default='neu',
max_length=20,
verbose_name='Status',
),
),
# 7. Update Meta on EmailEingang
migrations.AlterModelOptions(
name='emaileingang',
options={
'ordering': ['-eingangsdatum'],
'verbose_name': 'E-Mail-Eingang',
'verbose_name_plural': 'E-Mail-Eingaenge',
},
),
# 8. Set kategorie='destinataer' for existing emails that have a destinataer FK
migrations.RunSQL(
sql="UPDATE stiftung_emaileingang SET kategorie = 'destinataer' WHERE destinataer_id IS NOT NULL;",
reverse_sql=migrations.RunSQL.noop,
),
# 9. Add verwaltungskosten FK to DokumentDatei
migrations.AddField(
model_name='dokumentdatei',
name='verwaltungskosten',
field=models.ForeignKey(
blank=True,
null=True,
on_delete=django.db.models.deletion.SET_NULL,
related_name='dms_dokumente',
to='stiftung.verwaltungskosten',
verbose_name='Verwaltungskosten / Rechnung',
),
),
]