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
162
app/templates/stiftung/zahlungs_pipeline.html
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162
app/templates/stiftung/zahlungs_pipeline.html
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{% extends 'base.html' %}
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{% load static %}
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{% block title %}Zahlungs-Pipeline – 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-tasks text-primary me-2"></i>
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Zahlungs-Pipeline
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</h1>
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<div class="d-flex gap-2">
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<a href="{% url 'stiftung:sepa_xml_export' %}" class="btn btn-outline-success">
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<i class="fas fa-file-code me-2"></i>SEPA XML exportieren
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</a>
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<a href="{% url 'stiftung:unterstuetzung_create' %}" class="btn btn-primary">
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<i class="fas fa-plus me-2"></i>Neue Zahlung
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</a>
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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">Destinatär:</label>
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<select name="destinataer" class="form-select form-select-sm" style="width:200px" onchange="this.form.submit()">
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<option value="">Alle</option>
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{% for d in destinataere %}
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<option value="{{ d.pk }}" {% if d.pk|stringformat:'s' == destinataer_filter %}selected{% endif %}>{{ d.get_full_name }}</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">Konto:</label>
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<select name="konto" class="form-select form-select-sm" style="width:180px" onchange="this.form.submit()">
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<option value="">Alle</option>
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{% for k in konten %}
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<option value="{{ k.pk }}" {% if k.pk|stringformat:'s' == konto_filter %}selected{% endif %}>{{ k.kontoname }}</option>
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{% endfor %}
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</select>
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</div>
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{% if destinataer_filter or konto_filter %}
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<a href="{% url 'stiftung:zahlungs_pipeline' %}" class="btn btn-sm btn-outline-secondary">
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<i class="fas fa-times"></i> Filter zurücksetzen
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</a>
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{% endif %}
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</form>
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</div>
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</div>
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<!-- 4-Augen Hinweis -->
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<div class="alert alert-warning py-2 mb-4 small">
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<i class="fas fa-shield-alt me-2"></i>
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<strong>Vier-Augen-Prinzip:</strong>
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Zahlungen können nur von einem <em>anderen</em> Nutzer als dem Ersteller freigegeben werden.
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SEPA-Export ist nur für Zahlungen im Status „Freigegeben" verfügbar.
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</div>
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<!-- Pipeline Kanban -->
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<div class="row g-3">
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{% for stage in pipeline_stages %}
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<div class="col-xl col-lg-4 col-md-6">
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<div class="card shadow h-100">
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<div class="card-header bg-{{ stage.farbe }} {% if stage.farbe == 'secondary' or stage.farbe == 'dark' %}text-white{% elif stage.farbe == 'warning' %}text-dark{% else %}text-white{% endif %} py-2">
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<div class="d-flex justify-content-between align-items-center">
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<span class="fw-semibold small">
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<i class="fas {{ stage.icon }} me-1"></i>{{ stage.label }}
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</span>
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<span class="badge bg-white text-dark">{{ stage.zahlungen|length }}</span>
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</div>
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{% if stage.gesamt > 0 %}
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<div class="small opacity-75 mt-1">€{{ stage.gesamt|floatformat:2 }}</div>
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{% endif %}
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</div>
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<div class="card-body p-2" style="max-height: 600px; overflow-y: auto;">
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{% if stage.zahlungen %}
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{% for z in stage.zahlungen %}
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<div class="card mb-2 border shadow-sm" style="font-size:0.8rem;">
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<div class="card-body py-2 px-2">
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<div class="d-flex justify-content-between align-items-start">
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<div class="fw-semibold">
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<a href="{% url 'stiftung:destinataer_detail' pk=z.destinataer.pk %}" class="text-decoration-none text-dark">
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{{ z.destinataer.get_full_name }}
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</a>
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</div>
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<span class="badge bg-{{ stage.farbe }} {% if stage.farbe == 'warning' %}text-dark{% else %}text-white{% endif %}">
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€{{ z.betrag|floatformat:2 }}
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</span>
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</div>
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<div class="text-muted mt-1">
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Fällig: {{ z.faellig_am|date:"d.m.Y" }}
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{% if z.is_overdue %}
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<span class="badge bg-danger ms-1">überfällig</span>
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{% endif %}
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</div>
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{% if z.beschreibung %}
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<div class="text-muted small mt-1">{{ z.beschreibung }}</div>
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{% endif %}
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{% if z.freigegeben_von %}
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<div class="small text-success mt-1">
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<i class="fas fa-shield-alt"></i>
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{{ z.freigegeben_von.get_full_name|default:z.freigegeben_von.username }}
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({{ z.freigegeben_am|date:"d.m.Y" }})
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</div>
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{% endif %}
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<!-- Actions -->
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<div class="mt-2 d-flex gap-1 flex-wrap">
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{% if stage.key == 'offen' %}
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<form method="post" action="{% url 'stiftung:unterstuetzung_nachweis_eingereicht' pk=z.pk %}">
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{% csrf_token %}
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<input type="hidden" name="next" value="{% url 'stiftung:zahlungs_pipeline' %}">
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<button type="submit" class="btn btn-xs btn-outline-info" style="font-size:0.7rem;padding:2px 6px;" title="Nachweis eingereicht">
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<i class="fas fa-file-alt"></i>
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</button>
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</form>
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{% elif stage.key == 'nachweis_eingereicht' %}
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<form method="post" action="{% url 'stiftung:unterstuetzung_freigeben' pk=z.pk %}">
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{% csrf_token %}
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<input type="hidden" name="next" value="{% url 'stiftung:zahlungs_pipeline' %}">
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<button type="submit" class="btn btn-xs btn-outline-warning" style="font-size:0.7rem;padding:2px 6px;" title="4-Augen-Freigabe">
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<i class="fas fa-shield-alt"></i>
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</button>
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</form>
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{% elif stage.key == 'freigegeben' %}
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<a href="{% url 'stiftung:unterstuetzung_mark_paid' pk=z.pk %}" class="btn btn-xs btn-outline-success" style="font-size:0.7rem;padding:2px 6px;" title="Als überwiesen markieren">
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<i class="fas fa-university"></i>
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</a>
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{% elif stage.key == 'ueberwiesen' %}
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<form method="post" action="{% url 'stiftung:unterstuetzung_abschliessen' pk=z.pk %}">
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{% csrf_token %}
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<input type="hidden" name="next" value="{% url 'stiftung:zahlungs_pipeline' %}">
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<button type="submit" class="btn btn-xs btn-outline-dark" style="font-size:0.7rem;padding:2px 6px;" title="Abschließen">
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<i class="fas fa-check-double"></i>
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</button>
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</form>
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{% endif %}
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<a href="{% url 'stiftung:unterstuetzung_detail' pk=z.pk %}" class="btn btn-xs btn-outline-secondary" style="font-size:0.7rem;padding:2px 6px;" title="Details">
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<i class="fas fa-eye"></i>
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</a>
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</div>
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</div>
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</div>
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{% endfor %}
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{% else %}
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<div class="text-muted text-center small py-4">
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<i class="fas fa-inbox fa-2x mb-2 d-block opacity-25"></i>
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Keine Zahlungen
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</div>
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{% endif %}
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</div>
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</div>
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</div>
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{% endfor %}
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</div>
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</div>
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</div>
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{% endblock %}
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