- 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>
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>
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>
- 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>
- 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>
- 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>
- 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>
- 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>
User requested the create form to look exactly like the detail page.
Now uses the same two-column table-based card layout with matching
card headers, gradient header bar, and field organization as the
Stammdaten tab on the detail page.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Replace custom CSS (.form-section, gradients, var(--racing-green)) with
standard Bootstrap card-based layout matching the rest of the modernized UI:
dark card headers, responsive grid rows, consistent shadow-sm styling.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
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>
- 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>
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>
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>
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>
- 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
- 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.
- 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
🆕 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
- 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.
- 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
🎯 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
🎯 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
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
- 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
- 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
- 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
- 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
- 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
- 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.
- 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.
- 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
