- 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>
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>
- 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.
🎯 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
- 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
- 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
