Phase 2: Destinatär-Timeline, Nachweis-Board, Zahlungs-Pipeline & Pächter-Workflow
2a. Destinatär-Timeline (/destinataere/<pk>/timeline/)
- Chronologische Ansicht aller Events (Zahlungen, Nachweise, E-Mails, Notizen)
- Filter nach Typ via GET-Parameter
2b. Nachweis-Board (/nachweis-board/)
- Quartals-Übersicht aller aktiver Destinatäre (Q1–Q4) in einer Tabellenansicht
- Batch-Erinnerung: erzeugt Audit-Log-Einträge für säumige Destinatäre
- Semester-Logik erhalten (15.03 / 15.09 Fristen)
2c. Zahlungs-Pipeline (/zahlungs-pipeline/)
- 5-Stufen-Kanban: Offen → Nachweis eingereicht → Freigegeben → Überwiesen → Abgeschlossen
- Vier-Augen-Prinzip: can_be_freigegeben() prüft anderen Nutzer als Ersteller
- SEPA pain.001 XML-Export (/sepa-export/) für freigegebene Zahlungen
- Neue Status-Werte: nachweis_eingereicht, freigegeben, abgeschlossen
- Neue Felder: freigegeben_von, freigegeben_am, erstellt_von
2d. Pächter-Workflow (/paechter/workflow/)
- Pipeline nach Restlaufzeit: abgelaufen / <6M / 6–24M / >24M / unbefristet
- Ausstehende Jahresabrechnungen (Vorjahr ohne Abrechnung)
- Pachtanpassungen fällig (Verträge > 5 Jahre laufend)
- Top-Pächter nach Gesamtfläche
Sidebar-Navigation um Pipeline, Nachweis-Board und Pacht-Workflow erweitert.
Migration 0047 erzeugt und angewendet.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
SysAdmin Agent
170
app/templates/stiftung/nachweis_board.html
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170
app/templates/stiftung/nachweis_board.html
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{% extends 'base.html' %}
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{% load static %}
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{% block title %}Nachweis-Board – Stiftungsverwaltung{% endblock %}
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{% block content %}
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<div class="row">
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<div class="col-12">
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<!-- Header -->
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<div class="d-flex justify-content-between align-items-center mb-4">
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<h1 class="h3">
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<i class="fas fa-th text-primary me-2"></i>
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Nachweis-Board {{ jahr_filter }}
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</h1>
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<div class="d-flex gap-2">
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{% if overdue_count > 0 %}
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<form method="post" action="{% url 'stiftung:batch_erinnerung_senden' %}">
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{% csrf_token %}
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<input type="hidden" name="jahr" value="{{ jahr_filter }}">
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<button type="submit" class="btn btn-danger" onclick="return confirm('{{ overdue_count }} säumige Destinatäre markieren?')">
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<i class="fas fa-bell me-2"></i>{{ overdue_count }} Erinnerung(en)
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</button>
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</form>
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{% endif %}
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</div>
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</div>
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<!-- Filter Bar -->
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<div class="card shadow mb-4">
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<div class="card-body py-2">
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<form method="get" class="d-flex gap-3 flex-wrap align-items-center">
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<div class="d-flex align-items-center gap-2">
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<label class="text-muted small fw-bold mb-0">Jahr:</label>
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<select name="jahr" class="form-select form-select-sm" style="width: auto;" onchange="this.form.submit()">
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{% for j in verfuegbare_jahre %}
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<option value="{{ j }}" {% if j == jahr_filter %}selected{% endif %}>{{ j }}</option>
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{% endfor %}
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</select>
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</div>
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<div class="d-flex align-items-center gap-2">
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<label class="text-muted small fw-bold mb-0">Status:</label>
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<select name="status" class="form-select form-select-sm" style="width: auto;" onchange="this.form.submit()">
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<option value="">Alle</option>
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{% for code, label in status_choices %}
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<option value="{{ code }}" {% if code == status_filter %}selected{% endif %}>{{ label }}</option>
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{% endfor %}
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</select>
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</div>
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<span class="ms-auto text-muted small">{{ board|length }} Destinatäre</span>
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</form>
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</div>
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</div>
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<!-- Semester-Hinweis -->
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<div class="alert alert-info py-2 mb-4 small">
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<i class="fas fa-info-circle me-2"></i>
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<strong>Semester-Logik:</strong>
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Studiennachweis-Frist Q1/Q2 → 15. März · Q3/Q4 → 15. September.
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Zahlungsfrist Q1 → 15. Dez (Vorjahr) · Q2 → 15. Mär · Q3 → 15. Jun · Q4 → 15. Sep.
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</div>
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<!-- Board Table -->
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{% if board %}
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<div class="card shadow">
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<div class="card-body p-0">
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<div class="table-responsive">
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<table class="table table-hover table-sm mb-0">
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<thead class="table-dark">
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<tr>
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<th style="min-width:180px">Destinatär</th>
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<th class="text-center">Q1 (Jan–Mär)</th>
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<th class="text-center">Q2 (Apr–Jun)</th>
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<th class="text-center">Q3 (Jul–Sep)</th>
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<th class="text-center">Q4 (Okt–Dez)</th>
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<th class="text-center">Gesamt</th>
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</tr>
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</thead>
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<tbody>
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{% for row in board %}
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<tr>
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<td class="align-middle">
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<a href="{% url 'stiftung:destinataer_detail' pk=row.destinataer.pk %}" class="text-decoration-none fw-semibold">
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{{ row.destinataer.get_full_name }}
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</a>
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<div class="small text-muted">
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<a href="{% url 'stiftung:destinataer_timeline' pk=row.destinataer.pk %}" class="text-muted">
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<i class="fas fa-stream"></i> Timeline
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</a>
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</div>
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</td>
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{% for q in "1234" %}
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{% with nachweis=row.quartale|get_item:q|default:None %}
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<td class="text-center align-middle">
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{% if nachweis %}
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{% if nachweis.status == 'geprueft' or nachweis.status == 'auto_geprueft' %}
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<span class="badge bg-success" title="{{ nachweis.get_status_display }}">
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<i class="fas fa-check"></i>
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</span>
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{% elif nachweis.status == 'eingereicht' %}
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<span class="badge bg-info" title="{{ nachweis.get_status_display }}">
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<i class="fas fa-paper-plane"></i>
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</span>
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{% elif nachweis.status == 'teilweise' %}
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<span class="badge bg-warning text-dark" title="{{ nachweis.get_status_display }}">
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<i class="fas fa-circle-half-stroke"></i>
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</span>
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{% elif nachweis.status == 'nachbesserung' %}
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<span class="badge bg-orange" title="{{ nachweis.get_status_display }}" style="background:#fd7e14">
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<i class="fas fa-redo"></i>
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</span>
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{% elif nachweis.status == 'abgelehnt' %}
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<span class="badge bg-danger" title="{{ nachweis.get_status_display }}">
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<i class="fas fa-times"></i>
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</span>
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{% elif nachweis.is_overdue %}
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<span class="badge bg-danger" title="Überfällig">
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<i class="fas fa-exclamation-triangle"></i>
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</span>
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{% else %}
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<span class="badge bg-secondary" title="{{ nachweis.get_status_display }}">
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<i class="fas fa-clock"></i>
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</span>
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{% endif %}
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<div class="small mt-1">
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<a href="{% url 'stiftung:quarterly_confirmation_edit' pk=nachweis.pk %}" class="text-muted">
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{{ nachweis.get_completion_percentage }}%
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</a>
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</div>
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{% else %}
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<span class="text-muted small">–</span>
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{% endif %}
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</td>
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{% endwith %}
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{% endfor %}
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<td class="text-center align-middle">
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{% with total=0 done=0 %}
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{% for q, nachweis in row.quartale.items %}
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{% if nachweis %}
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{% if nachweis.status == 'geprueft' or nachweis.status == 'auto_geprueft' %}
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<i class="fas fa-check-circle text-success"></i>
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{% endif %}
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{% endif %}
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{% endfor %}
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{% endwith %}
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</td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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</div>
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</div>
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</div>
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<!-- Legend -->
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<div class="mt-3 d-flex flex-wrap gap-3 small text-muted">
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<span><span class="badge bg-success"><i class="fas fa-check"></i></span> Geprüft</span>
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<span><span class="badge bg-info"><i class="fas fa-paper-plane"></i></span> Eingereicht</span>
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<span><span class="badge bg-warning text-dark"><i class="fas fa-circle-half-stroke"></i></span> Teilweise</span>
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<span><span class="badge bg-danger"><i class="fas fa-exclamation-triangle"></i></span> Überfällig</span>
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<span><span class="badge bg-secondary"><i class="fas fa-clock"></i></span> Offen</span>
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</div>
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{% else %}
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<div class="alert alert-info">
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<i class="fas fa-info-circle me-2"></i>
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Keine aktiven Destinatäre gefunden.
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</div>
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{% endif %}
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</div>
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</div>
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{% endblock %}
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