Commit Graph

28 Commits

Author SHA1 Message Date
SysAdmin Agent
4d751d861d DSGVO-Compliance: Einwilligung, Datenschutzerklärung & Consent-Logging im Upload-Portal (STI-89)
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- Datenschutzerklärung unter /portal/datenschutz/ öffentlich erreichbar
- Link zur Datenschutzerklärung in Nachweis-Aufforderungs-E-Mails (HTML + TXT)
- Einwilligungs-Checkbox vor Upload mit Server-Side-Validierung
- Consent-Logging: einwilligung_erteilt_am auf UploadToken (Art. 7 Abs. 1 DSGVO)
- Regelsatz-Korrektur: 449€→563€ in Onboarding-Template (Stand 01/2024)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-21 22:43:01 +00:00
SysAdmin Agent
fe2c657586 Fix Vorlagen editor: drop Summernote, use code editor for all templates (STI-82)
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Summernote WYSIWYG was mangling Django template syntax ({{ }}, {% %})
on save, causing content to revert to corrupted state. Switched all
template types to the plain code editor textarea which preserves
content exactly as-is.

Also removed jQuery/Summernote JS dependencies from the editor page,
and fixed getEditorContent reference in preview code.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-21 21:55:17 +00:00
SysAdmin Agent
b8fb35db7a Fix Bestätigung email: send synchronously for immediate error feedback (STI-77)
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The Bestätigung email was sent via Celery task (fire-and-forget), so the UI
always showed "wird gesendet" even when the task failed silently in the worker.
Now sends synchronously from the web process (matching the working test email
pattern) with proper error display to the user.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-21 21:48:30 +00:00
SysAdmin Agent
59e05856b4 Improve email test: prominent card, HTML email, 'An mich' button
- Move test email form to a standalone card at the top of the page
  (was buried at the bottom of SMTP settings)
- Add 'An mich' button that fills in the logged-in user's email
- Send HTML + plain text test email (multi-alternative) styled like
  actual Stiftung emails, instead of plain text only
- Include diagnostic info (SMTP server, sender, user) in test email

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-21 21:07:36 +00:00
SysAdmin Agent
4ef09750d6 Remove 'Abgeschlossen' from payment pipeline, make 'Überwiesen' the final step
The 'Abgeschlossen' column was redundant after 'Überwiesen' since no further
action occurs after a payment is transferred. The pipeline is now 4 stages:
Offen → Nachweis eingereicht → Freigegeben → Überwiesen.

Existing 'abgeschlossen' records are merged into the 'Überwiesen' column.
Financial reports and queries are unaffected as they already include both statuses.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-21 20:59:42 +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
faeb7c1073 Implement modular report system with 6 report types and composer UI
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Refactors the Berichte section from a single hardcoded Jahresbericht into
a modular report-building system. Jahresbericht now uses PDFGenerator for
corporate identity (logo, colors, headers/footers, cover page). 8 reusable
section templates can be freely combined. 6 predefined report templates
(Jahres-, Destinatär-, Grundstücks-, Finanz-, Förder-, Pachtbericht) with
HTML preview and PDF export. New Bericht-Baukasten UI lets users compose
custom reports from individual sections.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-14 20:55:31 +00:00
SysAdmin Agent
7a9dc533c3 Show linked DMS documents on Verwaltungskosten edit page
- Display linked PDFs/documents in the edit form with download links
- Fix "Details ansehen" button to link to detail page
- Redirect edit save to detail page instead of list

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 11:46:58 +00:00
SysAdmin Agent
781d410f88 Fix DMS edit FieldError: use pachtbeginn instead of vertragsbeginn
LandVerpachtung model uses pachtbeginn, not vertragsbeginn.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 11:36:34 +00:00
SysAdmin Agent
d84421ea38 Add Verwaltungskosten detail view with linked documents and emails
- New detail view at /geschaeftsfuehrung/verwaltungskosten/<pk>/
  showing invoice data, status, linked DMS documents, and emails
- Status change form in sidebar for quick workflow updates
- Link Verwaltungskosten list items to detail page
- Update email detail to link to VK detail instead of edit

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 11:21:04 +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
f4fc512ad3 Fix email-Destinatär document linking and add email delete
- When manually assigning an email to a Destinatär, also update
  associated DokumentLink records so attachments appear in the
  Destinatär's Dokumente tab
- Add email delete functionality (view, URL, buttons in list and detail)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 07:57:25 +00:00
SysAdmin Agent
83cf2798b1 Fix email fetch reliability for large emails with attachments
- Add 120s IMAP socket timeout (was unlimited, could hang on large emails)
- Increase Paperless upload timeout from 60s to 300s for large attachments
- Increase manual poll UI timeout from 60s to 300s
- Show error count in UI when emails fail to process
- Log warning when attachment payload is empty/corrupted

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 21:21:17 +00:00
SysAdmin Agent
2a7c9d8529 Add IMAP configuration UI and sidebar navigation for email inbox
- Email settings page at /administration/email/ with IMAP config form
- Connection test button to verify IMAP connectivity
- Sidebar link "E-Mail Eingang" for quick access
- AppConfiguration model extended with email category and password type
- init_config command includes IMAP default settings
- DB-based IMAP config with env var fallback

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 21:01:05 +00:00
SysAdmin Agent
96204c04dd Fix email poll: search all recent emails (not just UNSEEN) on manual trigger
The manual "Jetzt abrufen" button now runs synchronously and searches all
emails from the last 30 days instead of only unread ones. This fixes the
issue where already-read emails in IMAP were invisible to the poll task.
Duplicate detection (by sender+date+subject) prevents re-imports.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 21:00:50 +00:00
SysAdmin Agent
c3c6755027 Modernize Destinataer detail page: tabbed UI with integrated timeline
Replaces the old multi-card layout (1368 lines) with a compact, modern
tabbed interface (Stammdaten | Nachweise | Zahlungen | Timeline | Dokumente | Notizen).
All information is now accessible from one page without excessive clicking.

- Add timeline events to destinataer_detail view (merged from timeline view logic)
- Compact profile header with avatar initials, status badges, key contact info
- Inline editing preserved with table-based layout for cleaner data display
- Tab state persisted in URL hash for bookmarkable deep links
- Dropdown menu for less-used actions (export, archive, delete)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 20:55:21 +00:00
SysAdmin Agent
8e1db11f8d Fix NoReverseMatch in email_eingang views: add stiftung: namespace prefix
The redirect() calls in email_eingang_poll_trigger and email_eingang_detail
were missing the 'stiftung:' namespace prefix, causing NoReverseMatch errors.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 20:41:12 +00:00
SysAdmin Agent
b47ffd4a3c Fix Verpachtungen list + migrate legacy pacht data to LandVerpachtung
- Add migrate_to_landverpachtung management command that converts
  old Land-level pacht fields (aktueller_paechter, pachtbeginn, etc.)
  into proper LandVerpachtung records
- Fix SyntaxError in system.py (fancy Unicode quotes in f-strings)
- Ran migration: 1 LandVerpachtung record created for Jens Bodden

The old system stored pacht data directly on the Land model.
The new LandVerpachtung model supports multiple leases per Land.
The verpachtung_list view queries LandVerpachtung, which was empty.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 20:36:39 +00:00
SysAdmin Agent
cf127b043d Bug fixes + archive feature for Destinatäre
- Make Destinatär names clickable in list view (link to detail page)
- Nachweis-Board: auto-create missing VierteljahresNachweis records
  for active Destinatäre when viewing a year (fixes missing Q1 2026)
- Add archive/deactivate toggle for Destinatäre (button on detail page)
  with AuditLog entry and confirmation dialog
- Default Destinatär list to show active only (filter preset to "Aktiv")

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 20:07:30 +00:00
SysAdmin Agent
113bd53a3a Fix paechter_workflow FieldError: use correct related_name 'neue_verpachtungen'
The Paechter model's reverse relation from LandVerpachtung uses
related_name='neue_verpachtungen', not the default 'landverpachtung'.
Fixed the annotate() query in top_paechter section of paechter_workflow view.
2026-03-11 13:53:14 +00:00
SysAdmin Agent
502fab31fc Fix paechter_workflow FieldError: use correct related_name 'abrechnungen'
The Land model's ForeignKey from LandAbrechnung uses related_name='abrechnungen',
not the default 'landabrechnung'. Fixed the exclude() query in paechter_workflow view.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 13:25:05 +00:00
SysAdmin Agent
2be72c3990 Phase 4: SEPA-Validierung (schwifty), Globale Suche (Cmd+K) & Jahresbericht-Modul
- SEPA-Export: IBAN/BIC-Validierung via schwifty, Schuldner-Konto aus StiftungsKonto
- Globale Suche: Cmd+K Modal über Destinatäre, Pächter, Ländereien, Förderungen, Dokumente
- Jahresbericht: Vollständige Jahresbilanz mit Einnahmen/Ausgaben/Netto, Unterstützungen,
  Landabrechnungen, Verwaltungskosten nach Kategorie, PDF-Export

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 12:57:36 +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
bf47ba11c9 Phase 1: Sidebar-Navigation, Dashboard-Cockpit & HTMX-Integration
- New sidebar layout (6 sections: Dashboard, Personen, Land, Finanzen, Dokumente, System)
- Collapsible sidebar with localStorage persistence
- Top bar with user dropdown and breadcrumbs
- Dashboard cockpit with live KPI cards (Destinataere, Foerderungen, Zahlungen, Laendereien)
- Action items: overdue Nachweise, pending payments, upcoming events, new emails, expiring leases
- Quick actions panel and recent audit log
- HTMX (2.0.4) and Alpine.js (3.14.8) integration via CDN
- django-htmx middleware and CSRF token setup
- Fix IMAP_PORT empty string handling in settings

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 10:22:42 +00:00
SysAdmin Agent
3ca2706e5d Phase 0: forms.py, admin.py und views.py in Domain-Packages aufteilen
- forms.py → forms/ Package (8 Domänen: destinataere, land, finanzen,
  foerderung, dokumente, veranstaltung, system, geschichte)
- admin.py → admin/ Package (7 Domänen, alle 22 @admin.register dekoriert)
- views.py (8845 Zeilen) → views/ Package (10 Domänen: dashboard, destinataere,
  land, paechter, finanzen, foerderung, dokumente, unterstuetzungen,
  veranstaltung, geschichte, system)
- __init__.py in jedem Package re-exportiert alle Symbole für Rückwärtskompatibilität
- urls.py bleibt unverändert (funktioniert durch Re-Exports)
- Django system check: 0 Fehler, alle URL-Auflösungen funktionieren

Keine funktionalen Änderungen – reine Strukturverbesserung für Vision 2026.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-11 09:55:15 +00:00