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stiftung-management-system/app/templates/stiftung/destinataer_detail.html
Jan Remmer Siebels 6c8ddbb4f0
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Getrennte Fristen für Studiennachweis und Zahlung implementieren
- 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

1357 lines
86 KiB
HTML

{% extends 'base.html' %}
{% load static %}
{% block title %}{{ destinataer.get_full_name }} - Destinatär - Stiftungsverwaltung{% endblock %}
{% block content %}
<div class="row">
<div class="col-12">
<!-- Header -->
<div class="d-flex justify-content-between align-items-center mb-4">
<h1 class="h3">
<i class="fas fa-users text-primary me-2"></i>
Destinatär: {{ destinataer.get_full_name }}
</h1>
<div>
<a href="{% url 'stiftung:unterstuetzung_create' %}?destinataer={{ destinataer.pk }}" class="btn btn-success me-2">
<i class="fas fa-heart me-2"></i>Neue Unterstützung
</a>
<!-- Edit Mode Toggle Buttons -->
<button id="edit-btn" class="btn btn-warning me-2" onclick="enableEditMode()">
<i class="fas fa-edit me-2"></i>Bearbeiten
</button>
<button id="save-btn" class="btn btn-success me-2" onclick="saveChanges()" style="display: none;">
<i class="fas fa-save me-2"></i>Speichern
</button>
<button id="cancel-btn" class="btn btn-secondary me-2" onclick="cancelEdit()" style="display: none;">
<i class="fas fa-times me-2"></i>Abbrechen
</button>
<a href="{% url 'stiftung:destinataer_list' %}" class="btn btn-outline-secondary">
<i class="fas fa-arrow-left me-2"></i>Zurück zur Liste
</a>
</div>
</div>
<div class="row">
<!-- Main Content -->
<div class="col-lg-8">
<!-- Edit Form (invisible wrapper) -->
<form id="edit-form" method="post" action="{% url 'stiftung:destinataer_update' pk=destinataer.pk %}" style="display: contents;">
{% csrf_token %}
<!-- Persönliche Informationen -->
<div class="card shadow mb-4">
<div class="card-header bg-primary text-white">
<h5 class="card-title mb-0">
<i class="fas fa-user me-2"></i>Persönliche Informationen
</h5>
</div>
<div class="card-body">
<div class="row">
<div class="col-md-6">
<!-- Vorname -->
<p class="mb-3">
<strong>Vorname:</strong>
<span class="view-mode">{{ destinataer.vorname }}</span>
<input type="text" name="vorname" value="{{ destinataer.vorname }}" class="form-control edit-mode" style="display: none;" required>
</p>
<!-- Nachname -->
<p class="mb-3">
<strong>Nachname:</strong>
<span class="view-mode">{{ destinataer.nachname }}</span>
<input type="text" name="nachname" value="{{ destinataer.nachname }}" class="form-control edit-mode" style="display: none;" required>
</p>
<!-- Geburtsdatum -->
<p class="mb-3">
<strong>Geburtsdatum:</strong>
<span class="view-mode">
{% if destinataer.geburtsdatum %}
{{ destinataer.geburtsdatum|date:"d.m.Y" }}
{% else %}
<em class="text-muted">Nicht angegeben</em>
{% endif %}
</span>
<input type="date" name="geburtsdatum" value="{% if destinataer.geburtsdatum %}{{ destinataer.geburtsdatum|date:'Y-m-d' }}{% endif %}" class="form-control edit-mode" style="display: none;">
</p>
<!-- Familienzweig -->
<p class="mb-3">
<strong>Familienzweig:</strong>
<span class="view-mode">
<span class="badge bg-info">{{ destinataer.get_familienzweig_display }}</span>
</span>
<select name="familienzweig" class="form-select edit-mode" style="display: none;">
<option value="">Bitte wählen...</option>
<option value="hauptzweig" {% if destinataer.familienzweig == 'hauptzweig' %}selected{% endif %}>Hauptzweig</option>
<option value="nebenzweig" {% if destinataer.familienzweig == 'nebenzweig' %}selected{% endif %}>Nebenzweig</option>
<option value="verwandt" {% if destinataer.familienzweig == 'verwandt' %}selected{% endif %}>Verwandt</option>
<option value="anderer" {% if destinataer.familienzweig == 'anderer' %}selected{% endif %}>Anderer</option>
</select>
</p>
</div>
<div class="col-md-6">
<!-- Status -->
<p class="mb-3">
<strong>Status:</strong>
<span class="view-mode">
{% if destinataer.aktiv %}
<span class="badge bg-success">Aktiv</span>
{% else %}
<span class="badge bg-secondary">Inaktiv</span>
{% endif %}
</span>
<div class="edit-mode" style="display: none;">
<div class="form-check">
<input type="checkbox" name="aktiv" id="aktiv" class="form-check-input" {% if destinataer.aktiv %}checked{% endif %}>
<label class="form-check-label" for="aktiv">Aktiv</label>
</div>
</div>
</p>
<!-- Berufsgruppe -->
<p class="mb-3">
<strong>Berufsgruppe:</strong>
<span class="view-mode">
<span class="badge bg-secondary">{{ destinataer.get_berufsgruppe_display }}</span>
</span>
<select name="berufsgruppe" class="form-select edit-mode" style="display: none;">
<option value="">Bitte wählen...</option>
<option value="student" {% if destinataer.berufsgruppe == 'student' %}selected{% endif %}>Student/Studentin</option>
<option value="wissenschaftler" {% if destinataer.berufsgruppe == 'wissenschaftler' %}selected{% endif %}>Wissenschaftler/in</option>
<option value="künstler" {% if destinataer.berufsgruppe == 'künstler' %}selected{% endif %}>Künstler/in</option>
<option value="sozialarbeiter" {% if destinataer.berufsgruppe == 'sozialarbeiter' %}selected{% endif %}>Sozialarbeiter/in</option>
<option value="umweltschützer" {% if destinataer.berufsgruppe == 'umweltschützer' %}selected{% endif %}>Umweltschützer/in</option>
<option value="andere" {% if destinataer.berufsgruppe == 'andere' %}selected{% endif %}>Andere</option>
</select>
</p>
</div>
</div>
</div>
</div>
<!-- Kontaktinformationen -->
<div class="card shadow mb-4">
<div class="card-header bg-info text-white">
<h5 class="card-title mb-0">
<i class="fas fa-address-book me-2"></i>Kontaktinformationen
</h5>
</div>
<div class="card-body">
<div class="row">
<div class="col-md-6">
<!-- E-Mail -->
<p class="mb-3">
<strong>E-Mail:</strong>
<span class="view-mode">
{% if destinataer.email %}
<a href="mailto:{{ destinataer.email }}">{{ destinataer.email }}</a>
{% else %}
<em class="text-muted">Nicht angegeben</em>
{% endif %}
</span>
<input type="email" name="email" value="{{ destinataer.email }}" class="form-control edit-mode" style="display: none;" placeholder="max@example.com">
</p>
<!-- Telefon -->
<p class="mb-3">
<strong>Telefon:</strong>
<span class="view-mode">
{% if destinataer.telefon %}
{{ destinataer.telefon }}
{% else %}
<em class="text-muted">Nicht angegeben</em>
{% endif %}
</span>
<input type="tel" name="telefon" value="{{ destinataer.telefon }}" class="form-control edit-mode" style="display: none;" placeholder="+49 123 456789">
</p>
</div>
<div class="col-md-6">
<!-- IBAN -->
<p class="mb-3">
<strong>IBAN:</strong>
<span class="view-mode">
{% if destinataer.iban %}
{{ destinataer.iban }}
{% else %}
<em class="text-muted">Nicht angegeben</em>
{% endif %}
</span>
<input type="text" name="iban" value="{{ destinataer.iban }}" class="form-control edit-mode" style="display: none;" placeholder="DE89 3704 0044 0532 0130 00">
</p>
</div>
</div>
<!-- Adresse (full width) -->
<div class="row">
<div class="col-12">
<p class="mb-3">
<strong>Adresse:</strong>
<span class="view-mode">
{% if destinataer.adresse %}
<br>{{ destinataer.adresse|linebreaks }}
{% else %}
<em class="text-muted">Nicht angegeben</em>
{% endif %}
</span>
<div class="edit-mode" style="display: none;">
<input name="strasse" class="form-control mb-2" placeholder="Straße" value="{{ destinataer.strasse|default:'' }}">
<div class="row">
<div class="col-4">
<input name="plz" class="form-control" placeholder="PLZ" value="{{ destinataer.plz|default:'' }}">
</div>
<div class="col-8">
<input name="ort" class="form-control" placeholder="Ort" value="{{ destinataer.ort|default:'' }}">
</div>
</div>
</div>
</p>
</div>
</div>
</div>
</div>
<!-- Berufliche Informationen -->
<div class="card shadow mb-4">
<div class="card-header bg-success text-white">
<h5 class="card-title mb-0">
<i class="fas fa-briefcase me-2"></i>Berufliche Informationen
</h5>
</div>
<div class="card-body">
<div class="row">
<div class="col-md-6">
<!-- Ausbildungsstand -->
<p class="mb-3">
<strong>Ausbildungsstand:</strong>
<span class="view-mode">
{% if destinataer.ausbildungsstand %}
{{ destinataer.ausbildungsstand }}
{% else %}
<em class="text-muted">Nicht angegeben</em>
{% endif %}
</span>
<input type="text" name="ausbildungsstand" value="{{ destinataer.ausbildungsstand }}" class="form-control edit-mode" style="display: none;" placeholder="z.B. Bachelor, Master, Ausbildung">
</p>
<!-- Institution -->
<p class="mb-3">
<strong>Institution/Organisation:</strong>
<span class="view-mode">
{% if destinataer.institution %}
{{ destinataer.institution }}
{% else %}
<em class="text-muted">Nicht angegeben</em>
{% endif %}
</span>
<input type="text" name="institution" value="{{ destinataer.institution }}" class="form-control edit-mode" style="display: none;" placeholder="Universität, Unternehmen, etc.">
</p>
</div>
<div class="col-md-6">
<!-- Projektbeschreibung -->
<p class="mb-3">
<strong>Projektbeschreibung:</strong>
<span class="view-mode">
{% if destinataer.projekt_beschreibung %}
<br>{{ destinataer.projekt_beschreibung|linebreaks }}
{% else %}
<em class="text-muted">Nicht angegeben</em>
{% endif %}
</span>
<textarea name="projekt_beschreibung" class="form-control edit-mode" style="display: none;" rows="4" placeholder="Beschreibung des Studiums/Projekts">{{ destinataer.projekt_beschreibung }}</textarea>
</p>
</div>
</div>
</div>
</div>
<!-- Finanzielle Informationen -->
<div class="card shadow mb-4">
<div class="card-header bg-warning text-dark">
<h5 class="card-title mb-0">
<i class="fas fa-euro-sign me-2"></i>Finanzielle Informationen
</h5>
</div>
<div class="card-body">
<div class="row">
<div class="col-md-6">
<!-- Jährliches Einkommen -->
<p class="mb-3">
<strong>Jährliches Einkommen:</strong>
<span class="view-mode">
{% if destinataer.jaehrliches_einkommen %}
<span class="text-primary fw-bold">€{{ destinataer.jaehrliches_einkommen|floatformat:2 }}</span>
{% else %}
<em class="text-muted">Nicht angegeben</em>
{% endif %}
</span>
<input type="number" name="jaehrliches_einkommen" value="{{ destinataer.jaehrliches_einkommen }}" class="form-control edit-mode" style="display: none;" step="0.01" placeholder="0.00">
</p>
<!-- Vermögen -->
<p class="mb-3">
<strong>Vermögen:</strong>
<span class="view-mode">
{% if destinataer.vermoegen %}
€{{ destinataer.vermoegen|floatformat:2 }}
{% else %}
<em class="text-muted">Nicht angegeben</em>
{% endif %}
</span>
<input type="number" name="vermoegen" value="{{ destinataer.vermoegen }}" class="form-control edit-mode" style="display: none;" step="0.01" placeholder="0.00">
</p>
<!-- Haushaltsgröße -->
<p class="mb-3">
<strong>Haushaltsgröße:</strong>
<span class="view-mode">
{% if destinataer.haushaltsgroesse %}
{{ destinataer.haushaltsgroesse }}
{% else %}
<em class="text-muted">Nicht angegeben</em>
{% endif %}
</span>
<input type="number" name="haushaltsgroesse" value="{{ destinataer.haushaltsgroesse }}" class="form-control edit-mode" style="display: none;" min="1" placeholder="1">
</p>
</div>
<div class="col-md-6">
<!-- Finanzielle Notlage -->
<p class="mb-3">
<strong>Finanzielle Notlage:</strong>
<span class="view-mode">
{% if destinataer.finanzielle_notlage %}
<span class="badge bg-danger">
<i class="fas fa-exclamation-triangle me-1"></i>Ja
</span>
{% else %}
<span class="badge bg-success">
<i class="fas fa-check me-1"></i>Nein
</span>
{% endif %}
</span>
<div class="edit-mode" style="display: none;">
<div class="form-check">
<input type="checkbox" name="finanzielle_notlage" id="finanzielle_notlage" class="form-check-input" {% if destinataer.finanzielle_notlage %}checked{% endif %}>
<label class="form-check-label" for="finanzielle_notlage">Finanzielle Notlage</label>
</div>
</div>
</p>
<!-- Vierteljährlicher Betrag -->
<p class="mb-3">
<strong>Vierteljährlicher Betrag:</strong>
<span class="view-mode">
{% if destinataer.vierteljaehrlicher_betrag %}
<span class="fw-bold">€{{ destinataer.vierteljaehrlicher_betrag|floatformat:2 }}</span>
{% else %}
<em class="text-muted">Nicht angegeben</em>
{% endif %}
</span>
<input type="number" name="vierteljaehrlicher_betrag" value="{{ destinataer.vierteljaehrlicher_betrag }}" class="form-control edit-mode" style="display: none;" step="0.01" placeholder="0.00">
</p>
<!-- Unterstützung bestätigt -->
<p class="mb-3">
<strong>Unterstützung bestätigt:</strong>
<span class="view-mode">
{% if destinataer.unterstuetzung_bestaetigt %}
<span class="badge bg-success">Ja</span>
{% else %}
<span class="badge bg-secondary">Nein</span>
{% endif %}
</span>
<div class="edit-mode" style="display: none;">
<div class="form-check">
<input type="checkbox" name="unterstuetzung_bestaetigt" id="unterstuetzung_bestaetigt" class="form-check-input" {% if destinataer.unterstuetzung_bestaetigt %}checked{% endif %}>
<label class="form-check-label" for="unterstuetzung_bestaetigt">Unterstützung bestätigt</label>
</div>
</div>
</p>
<!-- Standardkonto -->
<p class="mb-3">
<strong>Standardkonto:</strong>
<span class="view-mode">
{% if destinataer.standard_konto %}
{{ destinataer.standard_konto }}
{% else %}
<em class="text-muted">Nicht angegeben</em>
{% endif %}
</span>
<select name="standard_konto" class="form-select edit-mode" style="display: none;">
<option value="">---</option>
{% for konto in stiftungskonten %}
<option value="{{ konto.pk }}" {% if destinataer.standard_konto_id == konto.pk %}selected{% endif %}>{{ konto.kontoname }}</option>
{% endfor %}
</select>
</p>
</div>
</div>
</div>
</div>
<!-- Studiennachweis / Voraussetzungen -->
<div class="card shadow mb-4">
<div class="card-header bg-light">
<h5 class="card-title mb-0">
<i class="fas fa-graduation-cap me-2"></i>Studiennachweis & Voraussetzungen
</h5>
</div>
<div class="card-body">
<div class="row">
<div class="col-md-6">
<!-- Ist Abkömmling -->
<p class="mb-3">
<strong>Abkömmling gem. Satzung:</strong>
<span class="view-mode">
{% if destinataer.ist_abkoemmling %}
<span class="badge bg-success">Ja</span>
{% else %}
<span class="badge bg-secondary">Nein</span>
{% endif %}
</span>
<div class="edit-mode" style="display: none;">
<div class="form-check">
<input type="checkbox" name="ist_abkoemmling" id="ist_abkoemmling" class="form-check-input" {% if destinataer.ist_abkoemmling %}checked{% endif %}>
<label class="form-check-label" for="ist_abkoemmling">Ist Abkömmling</label>
</div>
</div>
</p>
<!-- Studiennachweis erforderlich -->
<p class="mb-3">
<strong>Studiennachweis erforderlich:</strong>
<span class="view-mode">
{% if destinataer.studiennachweis_erforderlich %}
<span class="badge bg-info">Ja</span>
{% else %}
<span class="badge bg-secondary">Nein</span>
{% endif %}
</span>
<div class="edit-mode" style="display: none;">
<div class="form-check">
<input type="checkbox" name="studiennachweis_erforderlich" id="studiennachweis_erforderlich" class="form-check-input" {% if destinataer.studiennachweis_erforderlich %}checked{% endif %}>
<label class="form-check-label" for="studiennachweis_erforderlich">Studiennachweis erforderlich</label>
</div>
</div>
</p>
</div>
<div class="col-md-6">
<!-- Letzter Studiennachweis -->
<p class="mb-3">
<strong>Letzter Nachweis:</strong>
<span class="view-mode">
{% if destinataer.letzter_studiennachweis %}
{{ destinataer.letzter_studiennachweis|date:"d.m.Y" }}
{% else %}
<em class="text-muted">Nicht angegeben</em>
{% endif %}
</span>
<input type="date" name="letzter_studiennachweis" value="{% if destinataer.letzter_studiennachweis %}{{ destinataer.letzter_studiennachweis|date:'Y-m-d' }}{% endif %}" class="form-control edit-mode" style="display: none;">
</p>
</div>
</div>
</div>
</div>
<!-- Quarterly Confirmations -->
<div class="card shadow mb-4">
<div class="card-header bg-primary text-white">
<div class="d-flex justify-content-between align-items-center">
<h5 class="card-title mb-0">
<i class="fas fa-calendar-check me-2"></i>Vierteljährliche Nachweise
</h5>
<div>
<small class="text-light me-3">Studiennachweis: 15. März / 15. September | Zahlung: vierteljährlich im Voraus</small>
<button type="button" class="btn btn-sm btn-light"
data-bs-toggle="modal"
data-bs-target="#addQuarterModal"
title="Neues Quartal hinzufügen">
<i class="fas fa-plus me-1"></i>Quartal hinzufügen
</button>
</div>
</div>
</div>
<div class="card-body">
{% if quarterly_confirmations %}
<style>
.quarterly-table {
font-size: 0.9rem;
table-layout: auto;
}
.quarterly-table th {
white-space: nowrap;
font-size: 0.85rem;
padding: 0.6rem 0.5rem;
}
.quarterly-table td {
padding: 0.6rem 0.5rem;
vertical-align: middle;
}
.quarterly-table .col-zeitraum {
width: 85px;
}
.quarterly-table .col-status {
width: 100px;
}
.quarterly-table .col-fortschritt {
width: 70px;
}
.quarterly-table .col-fristen {
width: 120px;
}
.quarterly-table .col-check {
width: 40px;
text-align: center;
padding: 0.6rem 0.3rem;
}
.quarterly-table .col-aktionen {
width: 110px;
}
.quarterly-table .progress {
height: 18px;
font-size: 0.75rem;
margin: 0;
}
.quarterly-table .badge {
font-size: 0.75rem;
padding: 0.3em 0.5em;
}
</style>
<div class="table-responsive">
<table class="table table-hover table-sm quarterly-table">
<thead class="table-light">
<tr>
<th class="col-zeitraum">Zeitraum</th>
<th class="col-status">Status</th>
<th class="col-fortschritt">Fortschritt</th>
<th class="col-fristen">Fristen</th>
<th class="col-check" title="Studiennachweis"><i class="fas fa-graduation-cap"></i></th>
<th class="col-check" title="Einkommen"><i class="fas fa-euro-sign"></i></th>
<th class="col-check" title="Vermögen"><i class="fas fa-piggy-bank"></i></th>
<th class="col-aktionen">Aktionen</th>
</tr>
</thead>
<tbody>
{% for nachweis in quarterly_confirmations %}
<tr {% if nachweis.is_overdue %}class="table-warning"{% endif %}>
<td class="col-zeitraum">
<strong>{{ nachweis.jahr }} Q{{ nachweis.quartal }}</strong>
{% if nachweis.is_overdue %}
<br><small class="text-danger"><i class="fas fa-exclamation-triangle"></i></small>
{% endif %}
</td>
<td class="col-status">
{% if nachweis.status == 'offen' %}
<span class="badge bg-secondary">Offen</span>
{% elif nachweis.status == 'teilweise' %}
<span class="badge bg-warning">Teilweise</span>
{% elif nachweis.status == 'eingereicht' %}
<span class="badge bg-info">Eingereicht</span>
{% elif nachweis.status == 'geprueft' %}
<span class="badge bg-success">Freigegeben</span>
{% elif nachweis.status == 'auto_geprueft' %}
<span class="badge bg-success" title="Auto-Freigabe">
<i class="fas fa-magic"></i> Auto
</span>
{% elif nachweis.status == 'nachbesserung' %}
<span class="badge bg-warning">Nachbesserung</span>
{% elif nachweis.status == 'abgelehnt' %}
<span class="badge bg-danger">Abgelehnt</span>
{% endif %}
</td>
<td class="col-fortschritt">
{% with completion=nachweis.get_completion_percentage %}
<div class="progress" title="{{ completion }}%">
<div class="progress-bar
{% if completion == 100 %}bg-success
{% elif completion >= 70 %}bg-info
{% elif completion >= 30 %}bg-warning
{% else %}bg-danger
{% endif %}"
role="progressbar"
style="width: {{ completion }}%"
aria-valuenow="{{ completion }}"
aria-valuemin="0"
aria-valuemax="100">
{{ completion }}%
</div>
</div>
{% endwith %}
</td>
<td class="col-fristen">
<div class="small" style="line-height: 1.4;">
{% if nachweis.studiennachweis_faelligkeitsdatum %}
<div class="mb-1">
<i class="fas fa-graduation-cap text-primary" title="Studiennachweis"></i>
<span class="{% if nachweis.is_study_proof_overdue %}text-danger fw-bold{% endif %}">
{{ nachweis.studiennachweis_faelligkeitsdatum|date:"d.m.Y" }}
</span>
{% if nachweis.is_study_proof_overdue %}
<i class="fas fa-exclamation-triangle text-danger" title="Überfällig"></i>
{% endif %}
</div>
{% endif %}
{% if nachweis.zahlung_faelligkeitsdatum %}
<div>
<i class="fas fa-euro-sign text-success" title="Zahlung"></i>
<span class="{% if nachweis.is_payment_overdue %}text-danger fw-bold{% endif %}">
{{ nachweis.zahlung_faelligkeitsdatum|date:"d.m.Y" }}
</span>
{% if nachweis.is_payment_overdue %}
<i class="fas fa-exclamation-triangle text-danger" title="Überfällig"></i>
{% endif %}
</div>
{% endif %}
</div>
</td>
<td class="col-check">
{% if nachweis.studiennachweis_eingereicht %}
{% if nachweis.studiennachweis_datei %}
<a href="{{ nachweis.studiennachweis_datei.url }}" target="_blank" class="text-success" title="Datei ansehen">
<i class="fas fa-file-pdf"></i>
</a>
{% elif nachweis.studiennachweis_bemerkung %}
<i class="fas fa-comment text-info" title="Bemerkung vorhanden"></i>
{% else %}
<i class="fas fa-check text-success" title="Vorhanden"></i>
{% endif %}
{% else %}
<i class="fas fa-times text-muted" title="Nicht vorhanden"></i>
{% endif %}
</td>
<td class="col-check">
{% if nachweis.einkommenssituation_bestaetigt %}
{% if nachweis.einkommenssituation_datei %}
<a href="{{ nachweis.einkommenssituation_datei.url }}" target="_blank" class="text-success" title="Datei ansehen">
<i class="fas fa-file-pdf"></i>
</a>
{% elif nachweis.einkommenssituation_text %}
<i class="fas fa-comment text-info" title="{{ nachweis.einkommenssituation_text|truncatechars:50 }}"></i>
{% else %}
<i class="fas fa-check text-success" title="Vorhanden"></i>
{% endif %}
{% else %}
<i class="fas fa-times text-muted" title="Nicht vorhanden"></i>
{% endif %}
</td>
<td class="col-check">
{% if nachweis.vermogenssituation_bestaetigt %}
{% if nachweis.vermogenssituation_datei %}
<a href="{{ nachweis.vermogenssituation_datei.url }}" target="_blank" class="text-success" title="Datei ansehen">
<i class="fas fa-file-pdf"></i>
</a>
{% elif nachweis.vermogenssituation_text %}
<i class="fas fa-comment text-info" title="{{ nachweis.vermogenssituation_text|truncatechars:50 }}"></i>
{% else %}
<i class="fas fa-check text-success" title="Vorhanden"></i>
{% endif %}
{% else %}
<i class="fas fa-times text-muted" title="Nicht vorhanden"></i>
{% endif %}
</td>
<td class="col-aktionen">
<div class="btn-group btn-group-sm" role="group" aria-label="Aktionen">
<a href="{% url 'stiftung:quarterly_confirmation_edit' nachweis.id %}"
class="btn btn-outline-primary btn-sm"
title="Bearbeiten">
<i class="fas fa-edit"></i>
</a>
{% if user.is_staff %}
{% if nachweis.status == 'eingereicht' %}
<button type="button"
class="btn btn-outline-success btn-sm"
onclick="approveQuarterly('{{ nachweis.id }}')"
title="Freigeben">
<i class="fas fa-check"></i>
</button>
{% elif nachweis.status == 'geprueft' %}
<button type="button"
class="btn btn-outline-success btn-sm"
onclick="approveQuarterly('{{ nachweis.id }}')"
title="Erneut freigeben">
<i class="fas fa-sync"></i>
</button>
<button type="button"
class="btn btn-outline-warning btn-sm"
onclick="resetQuarterly('{{ nachweis.id }}')"
title="Zurücksetzen">
<i class="fas fa-undo"></i>
</button>
{% endif %}
{% endif %}
</div>
</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
{% else %}
<div class="text-center py-4">
<i class="fas fa-calendar-check fa-3x text-muted mb-3"></i>
<h5 class="text-muted">Keine vierteljährlichen Nachweise vorhanden</h5>
<p class="text-muted">Klicken Sie auf "Quartal hinzufügen", um einen neuen Nachweis zu erstellen.</p>
</div>
{% endif %}
</div>
</div>
<!-- Notes Section -->
<div class="card shadow mb-4">
<div class="card-header bg-secondary text-white">
<h5 class="card-title mb-0">
<i class="fas fa-sticky-note me-2"></i>Notizen
</h5>
</div>
<div class="card-body">
<p class="mb-0">
<span class="view-mode">
{% if destinataer.notizen %}
{{ destinataer.notizen|linebreaks }}
{% else %}
<em class="text-muted">Keine Notizen vorhanden</em>
{% endif %}
</span>
<textarea name="notizen" class="form-control edit-mode" style="display: none;" rows="4" placeholder="Notizen und Bemerkungen">{{ destinataer.notizen }}</textarea>
</p>
</div>
</div>
</form>
<!-- Add Quarter Modal (außerhalb des edit-form) -->
<div class="modal fade" id="addQuarterModal" tabindex="-1" aria-labelledby="addQuarterModalLabel" aria-hidden="true">
<div class="modal-dialog">
<div class="modal-content">
<div class="modal-header">
<h5 class="modal-title" id="addQuarterModalLabel">
<i class="fas fa-plus me-2"></i>Neues Quartal hinzufügen
</h5>
<button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Schließen"></button>
</div>
<form method="post" action="{% url 'stiftung:quarterly_confirmation_create' destinataer.pk %}" id="addQuarterForm">
{% csrf_token %}
<div class="modal-body">
<div class="row">
<div class="col-md-6">
<div class="mb-3">
<label for="jahr" class="form-label">Jahr</label>
<select class="form-select" id="jahr" name="jahr" required>
{% for year in available_years %}
<option value="{{ year }}" {% if year == current_year %}selected{% endif %}>{{ year }}</option>
{% endfor %}
</select>
</div>
</div>
<div class="col-md-6">
<div class="mb-3">
<label for="quartal" class="form-label">Quartal</label>
<select class="form-select" id="quartal" name="quartal" required>
<option value="1">Q1 (Januar - März)</option>
<option value="2">Q2 (April - Juni)</option>
<option value="3">Q3 (Juli - September)</option>
<option value="4">Q4 (Oktober - Dezember)</option>
</select>
</div>
</div>
</div>
<div class="alert alert-info">
<i class="fas fa-info-circle me-2"></i>
Das Quartal wird mit dem aktuellen Datum als Stichtag erstellt.
Die Fälligkeit wird automatisch auf den 15. des zweiten Quartalsmonats gesetzt.
</div>
</div>
<div class="modal-footer">
<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Abbrechen</button>
<button type="submit" class="btn btn-primary">
<i class="fas fa-plus me-2"></i>Quartal erstellen
</button>
</div>
</form>
</div>
</div>
</div>
<!-- Förderungen -->
{% if foerderungen %}
<div class="card shadow mb-4">
<div class="card-header bg-secondary text-white">
<h5 class="card-title mb-0">
<i class="fas fa-gift me-2"></i>Förderungen ({{ foerderungen.count }})
</h5>
</div>
<div class="card-body">
<div class="table-responsive">
<table class="table table-hover">
<thead class="table-light">
<tr>
<th>Jahr</th>
<th>Betrag</th>
<th>Kategorie</th>
<th>Status</th>
<th>Verwendungsnachweis</th>
<th>Aktionen</th>
</tr>
</thead>
<tbody>
{% for foerderung in foerderungen %}
<tr>
<td>{{ foerderung.jahr }}</td>
<td><span class="text-success fw-bold">€{{ foerderung.betrag|floatformat:2 }}</span></td>
<td>{{ foerderung.get_kategorie_display }}</td>
<td>
{% if foerderung.status == 'bewilligt' %}
<span class="badge bg-success">Bewilligt</span>
{% elif foerderung.status == 'abgelehnt' %}
<span class="badge bg-danger">Abgelehnt</span>
{% elif foerderung.status == 'in_bearbeitung' %}
<span class="badge bg-warning">In Bearbeitung</span>
{% else %}
<span class="badge bg-secondary">{{ foerderung.get_status_display }}</span>
{% endif %}
</td>
<td>
{% if foerderung.verwendungsnachweis %}
<span class="badge bg-success">
<i class="fas fa-check me-1"></i>Ja
</span>
{% else %}
<span class="badge bg-warning">
<i class="fas fa-times me-1"></i>Nein
</span>
{% endif %}
</td>
<td>
<a href="{% url 'stiftung:foerderung_detail' pk=foerderung.pk %}"
class="btn btn-sm btn-outline-primary">
<i class="fas fa-eye"></i>
</a>
</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
</div>
</div>
{% endif %}
<!-- Unterstützungen -->
{% if unterstuetzungen %}
<div class="card shadow mb-4">
<div class="card-header bg-info text-white">
<div class="d-flex justify-content-between align-items-center">
<h5 class="card-title mb-0">
<i class="fas fa-hand-holding-usd me-2"></i>Unterstützungen ({{ unterstuetzungen.count }})
</h5>
<a href="{% url 'stiftung:unterstuetzung_create' %}?destinataer={{ destinataer.pk }}"
class="btn btn-light btn-sm">
<i class="fas fa-plus me-1"></i>Neue Unterstützung
</a>
</div>
</div>
<div class="card-body">
<div class="table-responsive">
<table class="table table-hover">
<thead class="table-light">
<tr>
<th>Fällig am</th>
<th>Betrag</th>
<th>Status</th>
<th>Beschreibung</th>
<th>Aktionen</th>
</tr>
</thead>
<tbody>
{% for unterstuetzung in unterstuetzungen %}
<tr>
<td>{{ unterstuetzung.faellig_am|date:"d.m.Y" }}</td>
<td><span class="text-success fw-bold">€{{ unterstuetzung.betrag|floatformat:2 }}</span></td>
<td>
{% if unterstuetzung.status == 'ausgezahlt' %}
<span class="badge bg-success">Ausgezahlt</span>
{% elif unterstuetzung.status == 'in_bearbeitung' %}
<span class="badge bg-warning">In Bearbeitung</span>
{% elif unterstuetzung.status == 'geplant' %}
<span class="badge bg-secondary">Geplant</span>
{% else %}
<span class="badge bg-danger">{{ unterstuetzung.get_status_display }}</span>
{% endif %}
</td>
<td>{{ unterstuetzung.beschreibung|truncatechars:40 }}</td>
<td>
<a href="{% url 'stiftung:unterstuetzung_detail' pk=unterstuetzung.pk %}"
class="btn btn-sm btn-outline-primary">
<i class="fas fa-eye"></i>
</a>
</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
</div>
</div>
{% endif %}
<!-- Verknüpfte Dokumente -->
<div class="card shadow mb-4">
<div class="card-header bg-success text-white d-flex justify-content-between align-items-center">
<h5 class="card-title mb-0">
<i class="fas fa-file-alt me-2"></i>Verknüpfte Dokumente
</h5>
<a href="{% url 'stiftung:dokument_management' %}" class="btn btn-light btn-sm">
<i class="fas fa-plus me-1"></i>Dokument verknüpfen
</a>
</div>
<div class="card-body">
{% if verknuepfte_dokumente %}
<div class="table-responsive">
<table class="table table-hover">
<thead>
<tr>
<th>Dokument</th>
<th>Kontext</th>
<th>Beschreibung</th>
<th>Aktionen</th>
</tr>
</thead>
<tbody>
{% for dokument in verknuepfte_dokumente %}
<tr>
<td>
<strong>{{ dokument.titel }}</strong>
<br>
<small class="text-muted">ID: {{ dokument.paperless_document_id }}</small>
</td>
<td>
<span class="badge bg-secondary">{{ dokument.get_kontext_display }}</span>
</td>
<td>
{% if dokument.beschreibung %}
{{ dokument.beschreibung|truncatewords:10 }}
{% else %}
<span class="text-muted">Keine Beschreibung</span>
{% endif %}
</td>
<td>
<div class="btn-group" role="group">
<a href="{{ dokument.get_paperless_url }}" target="_blank" class="btn btn-sm btn-outline-primary" title="In Paperless öffnen">
<i class="fas fa-external-link-alt"></i>
</a>
<a href="{{ dokument.get_paperless_thumbnail_url }}" target="_blank" class="btn btn-sm btn-outline-info" title="Thumbnail anzeigen">
<i class="fas fa-image"></i>
</a>
<a href="{% url 'stiftung:dokument_update' dokument.pk %}" class="btn btn-sm btn-outline-warning" title="Bearbeiten">
<i class="fas fa-edit"></i>
</a>
<a href="{% url 'stiftung:dokument_delete' dokument.pk %}" class="btn btn-sm btn-outline-danger" title="Verknüpfung löschen">
<i class="fas fa-unlink"></i>
</a>
</div>
</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
{% else %}
<div class="text-center py-4">
<i class="fas fa-file-alt fa-3x text-muted mb-3"></i>
<h5 class="text-muted">Keine Dokumente verknüpft</h5>
<p class="text-muted">Verknüpfen Sie Dokumente aus Paperless mit diesem Destinatär.</p>
<a href="{% url 'stiftung:dokument_management' %}" class="btn btn-success">
<i class="fas fa-plus me-2"></i>Erstes Dokument verknüpfen
</a>
</div>
{% endif %}
</div>
</div>
<!-- Notizen -->
<div class="card shadow mb-4">
<div class="card-header bg-light d-flex justify-content-between align-items-center">
<h5 class="card-title mb-0">
<i class="fas fa-sticky-note me-2"></i>Notizen
</h5>
<a class="btn btn-sm btn-primary" href="{% url 'stiftung:destinataer_notiz_create' pk=destinataer.pk %}">
<i class="fas fa-plus me-1"></i>Notiz hinzufügen
</a>
</div>
<div class="card-body">
{% if notizen_eintraege %}
<div class="list-group">
{% for n in notizen_eintraege %}
<div class="list-group-item">
<div class="d-flex justify-content-between">
<div>
<strong>{{ n.erstellt_am|date:"d.m.Y H:i" }}</strong>
{% if n.erstellt_von %}<span class="text-muted">— {{ n.erstellt_von.username }}</span>{% endif %}
</div>
{% if n.datei %}
<a href="{{ n.datei.url }}" target="_blank" class="btn btn-sm btn-outline-secondary"><i class="fas fa-paperclip"></i> Anhang</a>
{% endif %}
</div>
{% if n.titel %}<div class="mt-1"><em>{{ n.titel }}</em></div>{% endif %}
{% if n.text %}<div class="mt-1">{{ n.text|linebreaks }}</div>{% endif %}
</div>
{% endfor %}
</div>
{% else %}
<p class="text-muted mb-0">Keine Notizen vorhanden.</p>
{% endif %}
</div>
</div>
</div>
<!-- Sidebar -->
<div class="col-lg-4">
<!-- Statistiken -->
<div class="card shadow mb-4">
<div class="card-header bg-primary text-white">
<h6 class="card-title mb-0">
<i class="fas fa-chart-bar me-2"></i>Statistiken
</h6>
</div>
<div class="card-body">
<div class="text-center">
<div class="row">
<div class="col-6">
<div class="border-end">
<h4 class="text-primary">{{ foerderungen.count }}</h4>
<small class="text-muted">Förderungen</small>
</div>
</div>
<div class="col-6">
<h4 class="text-success">
{% if foerderungen %}
{% with total_betrag=foerderungen|length %}
€{{ total_betrag|floatformat:0 }}
{% endwith %}
{% else %}
€0
{% endif %}
</h4>
<small class="text-muted">Gesamtbetrag</small>
</div>
</div>
</div>
</div>
</div>
<!-- Aktionen -->
<div class="card shadow mb-4">
<div class="card-header bg-success text-white">
<h6 class="card-title mb-0">
<i class="fas fa-tools me-2"></i>Aktionen
</h6>
</div>
<div class="card-body">
<div class="d-grid gap-2">
<a href="{% url 'stiftung:destinataer_update' pk=destinataer.pk %}" class="btn btn-warning">
<i class="fas fa-edit me-2"></i>Bearbeiten
</a>
<a href="{% url 'stiftung:destinataer_export' pk=destinataer.pk %}" class="btn btn-success">
<i class="fas fa-download me-2"></i>Export
</a>
<a href="{% url 'stiftung:destinataer_delete' pk=destinataer.pk %}" class="btn btn-danger">
<i class="fas fa-trash me-2"></i>Löschen
</a>
</div>
</div>
</div>
<!-- Informationen -->
<div class="card shadow">
<div class="card-header bg-info text-white">
<h6 class="card-title mb-0">
<i class="fas fa-info-circle me-2"></i>Informationen
</h6>
</div>
<div class="card-body">
<p><strong>ID:</strong> {{ destinataer.id }}</p>
<p><strong>Erstellt:</strong> {{ destinataer.id|slice:":8" }}</p>
{% if destinataer.aktiv %}
<p><strong>Status:</strong> <span class="badge bg-success">Aktiv</span></p>
{% else %}
<p><strong>Status:</strong> <span class="badge bg-secondary">Inaktiv</span></p>
{% endif %}
</div>
</div>
</div>
</div>
</div>
</div>
{% endblock %}
{% block javascript %}
<style>
.edit-mode input,
.edit-mode textarea,
.edit-mode select {
margin-top: 0.25rem;
}
.edit-mode .form-check {
margin-top: 0.25rem;
}
.edit-mode-active .view-mode {
display: none !important;
}
.edit-mode-active .edit-mode {
display: block !important;
}
.card-body p {
margin-bottom: 1rem;
}
.edit-notification {
position: fixed;
top: 20px;
right: 20px;
z-index: 1050;
max-width: 300px;
}
</style>
<script>
let originalFormData = {};
let isEditMode = false;
// Store original form data when page loads
document.addEventListener('DOMContentLoaded', function() {
storeOriginalData();
});
function storeOriginalData() {
const form = document.getElementById('edit-form');
const formData = new FormData(form);
originalFormData = {};
// Store all form field values
for (let [key, value] of formData.entries()) {
originalFormData[key] = value;
}
// Also store checkbox states
const checkboxes = form.querySelectorAll('input[type="checkbox"]');
checkboxes.forEach(checkbox => {
originalFormData[checkbox.name] = checkbox.checked;
});
}
function enableEditMode() {
isEditMode = true;
// Hide view elements and show edit elements
document.body.classList.add('edit-mode-active');
// Toggle buttons
document.getElementById('edit-btn').style.display = 'none';
document.getElementById('save-btn').style.display = 'inline-block';
document.getElementById('cancel-btn').style.display = 'inline-block';
// Show notification
showNotification('Bearbeitungsmodus aktiviert', 'info');
// Focus first input
const firstInput = document.querySelector('.edit-mode input, .edit-mode textarea, .edit-mode select');
if (firstInput) {
firstInput.focus();
}
}
function cancelEdit() {
// Restore original values
const form = document.getElementById('edit-form');
// Restore text inputs, textareas, and selects
Object.keys(originalFormData).forEach(key => {
const element = form.querySelector(`[name="${key}"]`);
if (element) {
if (element.type === 'checkbox') {
element.checked = originalFormData[key];
} else {
element.value = originalFormData[key] || '';
}
}
});
disableEditMode();
showNotification('Änderungen verworfen', 'warning');
}
function disableEditMode() {
isEditMode = false;
// Show view elements and hide edit elements
document.body.classList.remove('edit-mode-active');
// Toggle buttons
document.getElementById('edit-btn').style.display = 'inline-block';
document.getElementById('save-btn').style.display = 'none';
document.getElementById('cancel-btn').style.display = 'none';
}
function saveChanges() {
const form = document.getElementById('edit-form');
const formData = new FormData(form);
// Show loading state
const saveBtn = document.getElementById('save-btn');
const originalText = saveBtn.innerHTML;
saveBtn.innerHTML = '<i class="fas fa-spinner fa-spin me-2"></i>Speichern...';
saveBtn.disabled = true;
// Submit form via AJAX
fetch(form.action, {
method: 'POST',
body: formData,
headers: {
'X-Requested-With': 'XMLHttpRequest',
}
})
.then(response => response.json())
.then(data => {
if (data.success) {
// Update the page with new data
location.reload(); // Simple approach - reload the page to show updated data
} else {
// Show errors
showNotification('Fehler beim Speichern: ' + (data.error || 'Unbekannter Fehler'), 'danger');
// Reset button
saveBtn.innerHTML = originalText;
saveBtn.disabled = false;
}
})
.catch(error => {
console.error('Error:', error);
showNotification('Fehler beim Speichern der Änderungen', 'danger');
// Reset button
saveBtn.innerHTML = originalText;
saveBtn.disabled = false;
});
}
function showNotification(message, type = 'info') {
// Remove existing notifications
const existing = document.querySelector('.edit-notification');
if (existing) {
existing.remove();
}
// Create notification
const notification = document.createElement('div');
notification.className = `alert alert-${type} alert-dismissible fade show edit-notification`;
notification.innerHTML = `
${message}
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
`;
document.body.appendChild(notification);
// Auto-remove after 3 seconds
setTimeout(() => {
if (notification.parentNode) {
notification.remove();
}
}, 3000);
}
// Keyboard shortcuts
document.addEventListener('keydown', function(e) {
if (isEditMode) {
// ESC to cancel
if (e.key === 'Escape') {
cancelEdit();
}
// Ctrl+S to save (prevent default browser save)
if (e.ctrlKey && e.key === 's') {
e.preventDefault();
saveChanges();
}
}
});
// Quarterly confirmation functions
function approveQuarterly(nachweisId) {
if (confirm('Möchten Sie diesen Vierteljahresnachweis wirklich freigeben?')) {
fetch(`/quarterly-confirmations/${nachweisId}/approve/`, {
method: 'POST',
headers: {
'X-CSRFToken': document.querySelector('[name=csrfmiddlewaretoken]').value,
'Content-Type': 'application/json',
},
})
.then(response => {
if (response.ok) {
location.reload(); // Reload to show updated status
} else {
alert('Fehler beim Freigeben des Nachweises.');
}
})
.catch(error => {
console.error('Error:', error);
alert('Fehler beim Freigeben des Nachweises.');
});
}
}
function resetQuarterly(nachweisId) {
if (confirm('Möchten Sie den Status dieses Vierteljahresnachweis wirklich zurücksetzen?')) {
fetch(`/quarterly-confirmations/${nachweisId}/reset/`, {
method: 'POST',
headers: {
'X-CSRFToken': document.querySelector('[name=csrfmiddlewaretoken]').value,
'Content-Type': 'application/json',
},
})
.then(response => {
if (response.ok) {
location.reload(); // Reload to show updated status
} else {
alert('Fehler beim Zurücksetzen des Nachweises.');
}
})
.catch(error => {
console.error('Error:', error);
alert('Fehler beim Zurücksetzen des Nachweises.');
});
}
}
// Handle add quarter form submission using event delegation
document.addEventListener('DOMContentLoaded', function() {
// Use event delegation to catch form submission
document.addEventListener('submit', function(e) {
const form = e.target;
if (form && form.id === 'addQuarterForm') {
console.log('Add quarter form submitted');
console.log('Form action:', form.action);
// Form will submit normally, page will reload after redirect
// Modal will be closed automatically when page reloads
const submitBtn = form.querySelector('button[type="submit"]');
if (submitBtn) {
submitBtn.disabled = true;
submitBtn.innerHTML = '<i class="fas fa-spinner fa-spin me-2"></i>Wird erstellt...';
}
}
});
});
</script>
{% endblock %}