Commit Graph

5 Commits

Author SHA1 Message Date
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
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
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
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
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