Commit Graph

22 Commits

Author SHA1 Message Date
SysAdmin Agent
3200ff7563 Add Anrede field to Destinatär model (STI-86)
Adds optional salutation (Herr/Frau/Divers) to the Destinatär model
with migration, form support, admin integration and template display.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-21 22:02:07 +00:00
SysAdmin Agent
aed540fe4b Add Vorlagen editor, upload portal, onboarding, and participant import command
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- Dokument-Vorlagen-Editor: create/edit/reset document templates (admin)
- Upload-Portal: public portal for Nachweis uploads via token
- Onboarding: invite Destinatäre via email with multi-step wizard
- Bestätigungsschreiben: preview and send confirmation letters
- Email settings: SMTP configuration UI
- Management command: import_veranstaltung_teilnehmer for bulk participant import

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-21 09:25:18 +00:00
SysAdmin Agent
e0b377014c v4.1.0: DMS email documents, category-specific Nachweis linking, version system
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- Save cover email body as DMS document with new 'email' context type
- Show email body separately from attachments in email detail view
- Add per-category DMS document assignment in quarterly confirmation
  (Studiennachweis, Einkommenssituation, Vermögenssituation)
- Add VERSION file and context processor for automatic version display
- Add MCP server, agent system, import/export, and new migrations
- Update compose files and production environment template

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-15 18:48:52 +00:00
SysAdmin Agent
dccd5e974f Add ALKIS Flurstückskennzeichen field for direct cadastre links
When an ALKIS identifier is set on a Land record, the button links to
ogc-api.nrw.de detail view instead of the imprecise TIM-Online search.
Falls back to TIM-Online when no ALKIS number is present.

Closes STI-57

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-13 21:57:27 +00:00
SysAdmin Agent
5c9db56158 Fix DMS entity assignment and Geschichte document linking
- DMS edit view: add Destinatär, Land, Pächter, Verpachtung dropdowns
  so documents can be assigned to entities after upload
- Geschichte: add M2M dokumente field on GeschichteSeite model
- Geschichte form: checkboxes to select/link Stiftungsgeschichte docs
- Geschichte detail: show linked documents in sidebar with download

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 10:40:46 +00:00
SysAdmin Agent
e6f4c5ba1b 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>
2026-03-12 10:17:14 +00:00
SysAdmin Agent
a79a0989d6 Phase 3: Django-natives DMS – Paperless-NGX durch DokumentDatei ersetzt
- Neues Modell DokumentDatei mit PostgreSQL FTS (SearchVectorField, GinIndex)
- Upload-Pfad: dokumente/YYYY/MM/<uuid>/dateiname
- 7 DMS-Views: list, detail, download, upload (HTMX Drag&Drop), delete, edit, search_api
- Templates: list, detail, edit, upload mit Drag&Drop-Zone, Partials
- URLs: /dms/ komplett verdrahtet
- Sidebar: DMS als Primäreintrag, Paperless als Legacy
- Migrationsskript: manage.py migrate_paperless_dokumente (DokumentLink → DokumentDatei)
- compose.yml: paperless-Dienst deaktiviert (Legacy-Kommentarblock)
- Migration 0048 angewendet

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-11 11:10:08 +00:00
SysAdmin Agent
ee2c827d85 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>
2026-03-11 10:40:43 +00:00
SysAdmin Agent
709903e627 Baseline für Vision 2026: Veranstaltungsmodul + ausstehende Änderungen
Alle bestehenden, nicht commiteten Änderungen als Ausgangsbasis für den
vision-2026 Branch übernommen (Veranstaltungsmodul, Serienbrief, etc.).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 08:51:48 +00:00
SysAdmin Agent
28621d2774 feat: Veranstaltungsmodul + Serienbrief mit editierbaren Feldern (STI-35, STI-39)
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Implementierung des Veranstaltungsmoduls inkl. Serienbrief-PDF-Generator
mit dynamischen, editierbaren Feldern für Betreff und Unterschriften.

### Veranstaltungsmodul (STI-35)
- Neues Veranstaltungs-Modell: Titel, Datum, Uhrzeit, Ort, Gasthaus-Adresse,
  Briefvorlage, Gästeliste (VerstaltungsGast mit freien/Destinatär-Feldern)
- Views: Veranstaltungsliste, -detail, Serienbrief-PDF-Generator
- Templates: list.html, detail.html, serienbrief_pdf.html (A4, einseitig)
- API: Serializer + Endpunkte für Veranstaltungen
- Admin: Inline-Bearbeitung der Gästeliste
- Migration: 0044_veranstaltungsmodul

### Serienbrief editierbare Felder + PDF-Fix (STI-39)
- Neue Felder an Veranstaltung: betreff, unterschrift_1_name/titel,
  unterschrift_2_name/titel (mit Defaults: Katrin Kleinpaß / Jan Remmer Siebels)
- PDF-CSS: Margins, Font-Sizes und Line-Heights reduziert für einseitigen Druck
- Migration: 0045_add_serienbrief_editable_fields

### Infrastruktur
- scripts/init-paperless-db.sh: Erstellt separate Paperless-DB beim DB-Init
- compose.yml: init-paperless-db.sh eingebunden, PAPERLESS_DBNAME-Fix
- .gitignore: .claude/ ausgeschlossen

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-10 22:36:58 +00:00
Stiftung CEO Agent
4b21f553c3 feat: Email-Eingangsverarbeitung für Destinatäre implementieren
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Neues System zur automatischen Verarbeitung eingehender E-Mails von
Destinatären. IMAP-Polling alle 15 Minuten via Celery Beat, automatische
Zuordnung zu Destinatären anhand der E-Mail-Adresse, Upload von Anhängen
zu Paperless-NGX.

Umfasst:
- DestinataerEmailEingang Model mit Status-Tracking
- Celery Task für IMAP-Polling und Paperless-Integration
- Web-UI (Liste + Detail) mit Such- und Filterfunktion
- Admin-Interface mit Bulk-Actions
- Agent-Dokumentation (SysAdmin, RentmeisterAI)
- Dev-Environment Modernisierung (docker compose v2)

Reviewed by: SysAdmin (STI-15), RentmeisterAI (STI-16)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 21:11:22 +00:00
6c8ddbb4f0 Getrennte Fristen für Studiennachweis und Zahlung implementieren
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- Neue Felder: studiennachweis_faelligkeitsdatum (semesterbasiert) und zahlung_faelligkeitsdatum (vierteljährlich im Voraus)
- Studiennachweis-Fristen: Q1/Q2 → 15. März, Q3/Q4 → 15. September
- Zahlungsfälligkeiten: Q1 → 15. Dez (Vorjahr), Q2 → 15. Mär, Q3 → 15. Jun, Q4 → 15. Sep
- Auto-Freigabe: Q1 freigeben → Q2 Studiennachweis auto-freigegeben, Q3 → Q4
- Unterstützungserstellung: Verhindert Duplikate durch präzise Suche nach zahlung_faelligkeitsdatum
- Quartalserstellung: Modal-Formular funktioniert korrekt
- UI: Beide Fristen in Tabelle angezeigt, separate Überfälligkeits-Indikatoren
- Migration: Neue Felder hinzugefügt und bestehende Datensätze befüllt
2025-12-30 20:20:33 +01:00
c289cc3c58 Fix payment system balance integration and add calendar functionality
- Implement automated payment tracking with Django signals
- Fix duplicate transaction creation with unique referenz system
- Add calendar system with CRUD operations and event management
- Reorganize navigation menu (rename sections, move admin functions)
- Replace Geschichte editor with EasyMDE markdown editor
- Add management commands for balance reconciliation
- Create missing transactions for previously paid payments
- Ensure account balances accurately reflect all payment activity

Features added:
- Calendar entries creation and administration via menu
- Payment status tracking with automatic balance updates
- Duplicate prevention for payment transactions
- Markdown editor with live preview for Geschichte pages
- Database reconciliation tools for payment/balance sync

Bug fixes:
- Resolved IntegrityError on payment status changes
- Fixed missing account balance updates for paid payments
- Prevented duplicate balance deductions on re-saves
- Corrected menu structure and admin function placement
2025-10-05 00:38:18 +02:00
2961f376c3 Add Geschichte (History) wiki-style feature with reorganized navigation
🆕 NEW FEATURES:
- Wiki-style Geschichte (History) section with rich text editor
- Image upload support for history pages
- Quill.js rich text editor with formatting options
- Slug-based URLs for SEO-friendly history pages
- Image galleries with descriptions and alt-text support

🔧 MODELS:
- GeschichteSeite: Main history pages with rich content
- GeschichteBild: Image attachments for history pages
- Auto-generated slugs, sorting, publishing controls

📝 TEMPLATES:
- geschichte/liste.html: Card-based overview of all history pages
- geschichte/detail.html: Full page view with image gallery
- geschichte/form.html: Rich text editor for creating/editing pages
- geschichte/bild_form.html: Image upload interface

🎨 UI IMPROVEMENTS:
- Reorganized navigation menu into logical groups:
  * Menschen & Finanzen (People & Finance)
  * Immobilien & Land (Real Estate & Land)
  * Verwaltung (Administration)
  * Geschichte (History)
- More compact menu design saving horizontal space
- Better grouping with dropdown headers

🛠️ TECHNICAL:
- Rich text editor with Quill.js integration
- Image upload with validation and optimization
- Permission-based access controls
- Responsive design for all screen sizes
- Proper breadcrumb navigation
- Auto-slug generation from titles
2025-10-02 21:49:12 +02:00
2bb0bfc432 Add forced migration for semester deadline updates
This migration will automatically run during deployment and update
all existing quarterly confirmation deadlines to the new semester-based system:
- Q1: March 15 (Spring semester primary submission)
- Q2: June 15 (auto-approved when Q1 approved)
- Q3: September 15 (Fall semester primary submission)
- Q4: December 15 (auto-approved when Q3 approved)

No manual intervention required on VPS - GitHub Action will deploy and migrate automatically.
2025-09-30 21:46:09 +02:00
656af599bb Implement semester-based quarterly tracking system
- Update quarterly confirmation deadlines to semester-based schedule:
  - Q1: March 15 (covers Spring semester Q1+Q2)
  - Q2: June 15 (auto-approved when Q1 approved)
  - Q3: September 15 (covers Fall semester Q3+Q4)
  - Q4: December 15 (auto-approved when Q3 approved)

- Add auto-approval functionality:
  - Q1 approval automatically approves Q2 with same document status
  - Q3 approval automatically approves Q4 with same document status
  - New 'auto_geprueft' status with distinct badge UI

- Maintain quarterly payment cycle while simplifying document submissions
- Remove modal edit functionality, keep full-screen editor only
- Update copilot instructions documentation

Changes align with academic semester system where students submit
documents twice yearly instead of quarterly.
2025-09-30 21:32:12 +02:00
acac8695fd Enhanced quarterly confirmation system with approval workflow and export improvements
Features added:
-  Fixed quarterly confirmation approval system with URL pattern
-  Added re-approval and status reset functionality for quarterly confirmations
-  Synchronized quarterly approval status with support payment system
-  Enhanced Destinataer export with missing fields (anrede, titel, mobil)
-  Added quarterly confirmation data and documents to export system
-  Fixed address field display issues in destinataer template
-  Added quarterly statistics dashboard to support payment lists
-  Implemented duplicate support payment prevention and cleanup
-  Added visual indicators for quarterly-linked support payments

Technical improvements:
- Enhanced create_quarterly_support_payment() with duplicate detection
- Added get_related_support_payment() method to VierteljahresNachweis model
- Improved quarterly confirmation workflow with proper status transitions
- Added computed address property to Destinataer model
- Fixed template field mismatches (anrede, titel, mobil vs strasse, plz, ort)
- Enhanced backup system with operation tracking and cancellation

Workflow enhancements:
- Quarterly confirmations now properly sync with support payments
- Single support payment per destinataer per quarter (no duplicates)
- Approval button works for both eingereicht and geprueft status
- Reset functionality allows workflow restart
- Export includes complete quarterly data with uploaded documents
2025-09-28 19:09:08 +02:00
126f68ec68 feat: Implement quarterly confirmation system with automatic support payments
- Add VierteljahresNachweis model for quarterly document tracking
- Remove studiennachweis_erforderlich field (now always required)
- Fix modal edit view to include studiennachweis section
- Implement automatic DestinataerUnterstuetzung creation when requirements met
- Set payment due dates to exact quarter end dates (Mar 31, Jun 30, Sep 30, Dec 31)
- Add quarterly confirmation CRUD views with modal and full-screen editing
- Update templates with comprehensive quarterly management interface
- Include proper validation, status tracking, and progress indicators
2025-09-23 23:52:44 +02:00
Stiftung Development
69128196ef Enhance Destinataer functionality: inline editing and improved list view
- Add inline edit mode to destinataer detail view with AJAX save/cancel
- Fix form validation by aligning select choices with model definitions
- Update Destinataer model to make familienzweig and berufsgruppe optional
- Fix StiftungsKonto integration in forms and views
- Redesign destinataer list view with new column layout:
  * Vorname, Nachname, E-Mail, Vierteljährlicher Betrag
  * Letzter Studiennachweis, Unterstützung bestätigt, Aktionen
- Improve form styling and user experience
- Add proper field validation and error handling
- Enhance UI with better badges, icons, and formatting
2025-09-19 23:52:26 +02:00
Stiftung Development
e0c7d0e351 Format code with Black and isort for CI/CD compliance
- Apply Black formatting to all Python files in core and stiftung modules
- Fix import statement ordering with isort
- Ensure all code meets automated quality standards
- Resolve CI/CD pipeline formatting failures
- Maintain consistent code style across the entire codebase
2025-09-06 21:04:07 +02:00
Stiftung Development
35ba089a84 fix: configure CI database connection properly
- Add dotenv loading to Django settings
- Update CI workflow to use correct environment variables
- Set POSTGRES_* variables instead of DATABASE_URL
- Add environment variables to all Django management commands
- Fixes CI test failures due to database connection issues
2025-09-06 18:47:23 +02:00
Stiftung Development
ab23d7187e feat: add comprehensive GitHub workflow and development tools 2025-09-06 18:31:54 +02:00