Commit Graph

38 Commits

Author SHA1 Message Date
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
905aa879ee Fix nachweis-board TemplateSyntaxError: add missing get_item filter
The nachweis_board.html template used a get_item filter that was never
defined. Added it to help_tags.py and loaded the tag library in the template.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 13:20:23 +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
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
f04d93c7f0 feat: Add edit and delete functionality for Verwaltungskosten
- Add verwaltungskosten_delete view with confirmation page
- Add delete URL route and template
- Fix template action buttons to use proper URLs for edit/delete
- Include audit logging for deletions
- Add comprehensive delete confirmation with entry details
- Remove non-functional details button from action group
2025-10-05 23:42:05 +02:00
efd0088124 fix: Improve rights management exception handling
- Add fallback permission object when Permission.DoesNotExist
- Create proper display name from field_name for missing permissions
- Prevents raw Django field objects from being displayed in template
2025-10-05 22:46:44 +02:00
544284dd8b Remove obsolete dashboard functionality
- Remove dashboard view from urls.py and views.py
- Delete dashboard.html template
- Remove dashboard navigation link from base.html
- Replace all dashboard redirects with home redirects in views.py
- Update all breadcrumb links from 'Dashboard' to 'Home' in templates
- Update German text from 'Dashboard' to 'Startseite' in auth templates
- Update 'Zurück zum Dashboard' links to 'Zurück zur Startseite'

The dashboard was redundant with the home page functionality.
All navigation now directs users to the main home page instead.
System check passes without issues after removal.
2025-10-05 20:49:48 +02:00
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
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
ed6a02232e feat: Implement TOTP-based Two-Factor Authentication
- Add django-otp and qrcode dependencies
- Create comprehensive 2FA views and templates in German
- Add 2FA setup, verification, and management interfaces
- Implement backup token system with 10 recovery codes
- Add TwoFactorMiddleware for session enforcement
- Integrate 2FA controls into user navigation menu
- Support QR code generation for authenticator apps
- Add forms for secure 2FA operations with validation
- Configure OTP settings and admin site integration

Features:
- Optional 2FA (users can enable/disable)
- TOTP compatible with Google Authenticator, Authy, etc.
- Backup codes for emergency access
- German language interface
- Session-based 2FA enforcement
- Password confirmation for sensitive operations
- Production-ready with HTTPS support
2025-09-30 00:10:02 +02:00
a1ecd31b76 Enhance destinataer list: 50 entries per page + default sort by last name
🎯 Improvements Made:
- Increased pagination from 20 to 50 entries per page
- Added default sorting by last name (nachname) in ascending order
- Added visual sorting indicators with Font Awesome icons (up/down arrows)
- Added results info showing current page range and total count
- Display shows sorting method when active

📊 User Experience:
- List now shows 50 destinataers by default (as requested)
- Always sorted by last name for consistent browsing
- Clear visual feedback for which column is sorted
- Informative pagination showing 'X-Y of Z entries (50 per page)'

 Template & View Changes:
- Modified destinataer_list view in views.py
- Enhanced destinataer_list.html template
- Maintained all existing filtering and search functionality
2025-09-29 20:34:30 +02:00
994eb789b7 Fix quarterly tracking visibility and prevent duplicate support payments
🎯 Key Changes:
- Quarterly tracking now always visible (removed studiennachweis_erforderlich condition)
- Removed automatic support payment creation when 'Unterstützung bestätigt' checkbox is checked
- Support payments now ONLY created through quarterly confirmation approval workflow
- Updated auto-creation logic to create quarterly confirmations for ALL destinataers
- Updated 'no quarterly confirmations' message to be more user-friendly

🚫 Duplicate Prevention:
- No more duplicate destinataer entries in Unterstützungen list
- Single source of truth: quarterly confirmation system controls support payment creation

📋 Template Analysis:
- Reviewed all if/else statements in quarterly tracking section
- Kept all functional logic (status checks, file existence, permissions)
- Removed only the visibility-controlling conditions

 Result:
- Quarterly tracking always visible regardless of study proof requirements
- Clean separation between 'Unterstützung bestätigt' checkbox and support payment creation
- Eliminates the duplicate destinataer issue reported by user
2025-09-28 19:52:03 +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
b00cf62d87 Add IBAN and Verwendungszweck columns to support list and fix chart growing bug
- Enhanced 'Alle Unterstützungen' view with IBAN and Verwendungszweck columns for better payment tracking
- Updated export functions to handle both legacy 'selected_fields' and new 'fields' parameters
- Added IBAN and Verwendungszweck to default export field selections
- Improved destinataer list UI by adding Status column and removing obsolete study proof field
- Fixed infinite growing animation bug in 'Größen der Grundstücke (Top 30)' chart by replacing Chart.js with CSS-based implementation
- Removed Bootstrap h-100 class conflicts that caused chart resize loops
2025-09-24 22:13:27 +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
36c66a803c Fix cookie configuration and update destinataer workflow
- Fixed empty cookie name issue in production by improving fallback logic
- Changed 'Neue Förderung' to 'Neue Unterstützung' in destinataer detail page
- Updated icon from fa-gift to fa-heart for better UX
- Workflow now correctly uses unterstuetzung_create with destinataer pre-population

Resolves CookieError: Illegal key '' in production environment
2025-09-21 22:52:55 +02:00
Stiftung Development
15c798a97b Update footer version to v2.1.4 - Enhanced Destinataer Management
- Bump version from v2.1.3 to v2.1.4
- Update status badge from 'Stabil' to 'Enhanced'
- Reflect recent improvements to Destinataer inline editing and CSV import
2025-09-21 20:12:32 +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
584e2b8554 Add inline edit functionality to destinataer detail view - Added toggle between view and edit modes while maintaining elegant card design - Implemented AJAX form submission for seamless saving - Added JavaScript functionality for edit/save/cancel operations - Enhanced user experience with keyboard shortcuts and notifications 2025-09-19 22:52:14 +02:00
Stiftung Development
27396e8f9e Standardize form layouts: all input fields positioned underneath labels
- Change all form templates from col-md-6 to col-12 layout
- Affects destinataer_form.html, paechter_form.html, and land_form.html
- Ensures consistent single-column layout across all entity forms
- All input fields now appear underneath their labels instead of side-by-side
- Improves form readability and user experience on all screen sizes
2025-09-19 14:00:06 +02:00
Stiftung Development
7744a18657 Fix and enhance CSV import templates
- Update Destinataer template: added 8 missing fields (ist_abkoemmling, haushaltsgroesse, monatliche_bezuege, vermoegen, unterstuetzung_bestaetigt, vierteljaehrlicher_betrag, studiennachweis_erforderlich, letzter_studiennachweis)
- Update Laendereien template: added 20 missing fields including property details, tenant info, contract terms, financial data, and tax information
- Fix JavaScript template download functionality: correct block name from extra_js to javascript
- Add comprehensive debugging and error handling for download process
- Improve CSV formatting with proper quoting for text fields containing spaces
- Add fallback download methods for better browser compatibility

All CSV templates now include complete field sets matching current model definitions.
2025-09-19 12:36:17 +02:00
Stiftung Development
002e649116 Environment-only configuration: Remove hardcoded tag IDs and fix Paperless redirect
- Remove hardcoded defaults from PAPERLESS_*_TAG_ID in settings.py
- Fix Paperless document redirect to include /paperless/ prefix and /details/ suffix
- Update footer to v2.1.3 with deer icon
- Requires PAPERLESS_DESTINATAERE_TAG_ID, PAPERLESS_LAND_TAG_ID, PAPERLESS_ADMIN_TAG_ID in environment
2025-09-17 21:33:37 +02:00
Stiftung Development
d62e5cacff Update footer to v2.1.2 with improved styling and stable badge 2025-09-17 20:12:49 +02:00
Stiftung Development
ebb9a1f887 Test deployment pipeline - update footer version to v2.1.1 2025-09-17 19:24:03 +02:00
Stiftung Development
a39995ce89 Test deployment: Remove 'Jan Remmer Siebels' from footer - pipeline test #2 2025-09-16 16:13:22 +02:00
Stiftung Development
aa85c48db3 Test deployment: Add 'Jan Remmer Siebels' to footer 2025-09-16 10:03:39 +02:00
Stiftung Development
9df9840cf2 feat: Add version footer to verify production deployment
- Add v2.1.0 - Verpachtungsmanagement indicator in footer
- Helps verify that the new Verpachtung features are deployed
- Subtle version display for deployment confirmation
2025-09-15 21:45:59 +02:00
Stiftung Development
4be6be203e feat: Add complete Verpachtung management system
- Add LandVerpachtung model with Land and Paechter relationships
- Implement full CRUD operations for Verpachtungen
- Add responsive Bootstrap templates with JavaScript calculations
- Integrate document linking functionality similar to other entities
- Add navigation links and URL patterns
- Include CSV import support for Paechter data
- Fix template encoding issues for proper UTF-8 support
- Enhance administration interface with Verpachtung CSV import

This implements the complete Verpachtung management feature requested,
allowing users to manage land lease agreements with proper relationships
to properties (Laenderei) and tenants (Paechter), following the same
patterns as Foerderung/Destinataer relationships.
2025-09-15 21:18:01 +02:00
Stiftung Development
33b5b077a4 Update copyright year to 2025
- Change footer copyright from 2024 to 2025
- Testing automated deployment pipeline
2025-09-09 21:36:58 +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