e6f4c5ba1b
- 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>
324 lines
17 KiB
HTML
324 lines
17 KiB
HTML
{% extends 'base.html' %}
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{% load static %}
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{% block title %}{{ title }} - Stiftungsverwaltung{% endblock %}
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{% block content %}
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<!-- Header -->
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<div class="row mb-4">
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<div class="col-md-8">
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<h1 class="h3">
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<i class="fas fa-calculator text-success me-2"></i>
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{{ title }}
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</h1>
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{% if land %}
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<p class="text-muted">
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Länderei: <a href="{% url 'stiftung:land_detail' land.pk %}">{{ land }}</a>
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</p>
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{% endif %}
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</div>
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<div class="col-md-4 text-end">
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<a href="{% if abrechnung %}{% url 'stiftung:land_abrechnung_detail' abrechnung.pk %}{% else %}{% url 'stiftung:land_abrechnung_list' %}{% endif %}" class="btn btn-outline-secondary">
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<i class="fas fa-arrow-left me-2"></i>Zurück
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</a>
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</div>
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</div>
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<form method="post" enctype="multipart/form-data">
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{% csrf_token %}
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<div class="row">
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<!-- Left Column -->
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<div class="col-lg-8">
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<!-- Grunddaten -->
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<div class="card shadow mb-4">
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<div class="card-header py-3">
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<h6 class="m-0 font-weight-bold text-primary">
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<i class="fas fa-info-circle me-2"></i>Grunddaten
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</h6>
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</div>
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<div class="card-body">
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<div class="row">
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<div class="col-md-6">
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<div class="mb-3">
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<label for="{{ form.land.id_for_label }}" class="form-label">{{ form.land.label }}</label>
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{{ form.land }}
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{% if form.land.errors %}
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<div class="text-danger">{{ form.land.errors }}</div>
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{% endif %}
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</div>
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</div>
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<div class="col-md-6">
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<div class="mb-3">
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<label for="{{ form.abrechnungsjahr.id_for_label }}" class="form-label">{{ form.abrechnungsjahr.label }}</label>
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{{ form.abrechnungsjahr }}
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{% if form.abrechnungsjahr.errors %}
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<div class="text-danger">{{ form.abrechnungsjahr.errors }}</div>
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{% endif %}
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Einnahmen -->
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<div class="card shadow mb-4">
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<div class="card-header py-3">
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<h6 class="m-0 font-weight-bold text-success">
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<i class="fas fa-arrow-up me-2"></i>Einnahmen
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</h6>
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</div>
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<div class="card-body">
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<div class="row">
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<div class="col-md-4">
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<div class="mb-3">
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<label for="{{ form.pacht_vereinnahmt.id_for_label }}" class="form-label">{{ form.pacht_vereinnahmt.label }}</label>
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{{ form.pacht_vereinnahmt }}
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{% if form.pacht_vereinnahmt.errors %}
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<div class="text-danger">{{ form.pacht_vereinnahmt.errors }}</div>
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{% endif %}
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</div>
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</div>
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<div class="col-md-4">
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<div class="mb-3">
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<label for="{{ form.umlagen_vereinnahmt.id_for_label }}" class="form-label">{{ form.umlagen_vereinnahmt.label }}</label>
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{{ form.umlagen_vereinnahmt }}
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{% if form.umlagen_vereinnahmt.errors %}
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<div class="text-danger">{{ form.umlagen_vereinnahmt.errors }}</div>
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{% endif %}
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</div>
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</div>
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<div class="col-md-4">
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<div class="mb-3">
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<label for="{{ form.sonstige_einnahmen.id_for_label }}" class="form-label">{{ form.sonstige_einnahmen.label }}</label>
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{{ form.sonstige_einnahmen }}
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{% if form.sonstige_einnahmen.errors %}
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<div class="text-danger">{{ form.sonstige_einnahmen.errors }}</div>
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{% endif %}
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Ausgaben -->
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<div class="card shadow mb-4">
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<div class="card-header py-3">
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<h6 class="m-0 font-weight-bold text-danger">
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<i class="fas fa-arrow-down me-2"></i>Ausgaben
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</h6>
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</div>
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<div class="card-body">
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<div class="row">
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<div class="col-md-6">
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<div class="mb-3">
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<label for="{{ form.grundsteuer_bescheid_nr.id_for_label }}" class="form-label">{{ form.grundsteuer_bescheid_nr.label }}</label>
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{{ form.grundsteuer_bescheid_nr }}
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{% if form.grundsteuer_bescheid_nr.errors %}
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<div class="text-danger">{{ form.grundsteuer_bescheid_nr.errors }}</div>
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{% endif %}
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</div>
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</div>
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<div class="col-md-6">
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<div class="mb-3">
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<label for="{{ form.grundsteuer_betrag.id_for_label }}" class="form-label">{{ form.grundsteuer_betrag.label }}</label>
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{{ form.grundsteuer_betrag }}
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{% if form.grundsteuer_betrag.errors %}
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<div class="text-danger">{{ form.grundsteuer_betrag.errors }}</div>
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{% endif %}
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</div>
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</div>
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</div>
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<div class="row">
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<div class="col-md-6">
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<div class="mb-3">
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<label for="{{ form.versicherungen_betrag.id_for_label }}" class="form-label">{{ form.versicherungen_betrag.label }}</label>
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{{ form.versicherungen_betrag }}
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{% if form.versicherungen_betrag.errors %}
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<div class="text-danger">{{ form.versicherungen_betrag.errors }}</div>
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{% endif %}
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</div>
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</div>
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<div class="col-md-6">
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<div class="mb-3">
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<label for="{{ form.verbandsbeitraege_betrag.id_for_label }}" class="form-label">{{ form.verbandsbeitraege_betrag.label }}</label>
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{{ form.verbandsbeitraege_betrag }}
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{% if form.verbandsbeitraege_betrag.errors %}
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<div class="text-danger">{{ form.verbandsbeitraege_betrag.errors }}</div>
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{% endif %}
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</div>
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</div>
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</div>
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<div class="row">
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<div class="col-md-6">
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<div class="mb-3">
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<label for="{{ form.sonstige_abgaben_betrag.id_for_label }}" class="form-label">{{ form.sonstige_abgaben_betrag.label }}</label>
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{{ form.sonstige_abgaben_betrag }}
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{% if form.sonstige_abgaben_betrag.errors %}
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<div class="text-danger">{{ form.sonstige_abgaben_betrag.errors }}</div>
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{% endif %}
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</div>
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</div>
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<div class="col-md-6">
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<div class="mb-3">
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<label for="{{ form.instandhaltung_betrag.id_for_label }}" class="form-label">{{ form.instandhaltung_betrag.label }}</label>
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{{ form.instandhaltung_betrag }}
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{% if form.instandhaltung_betrag.errors %}
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<div class="text-danger">{{ form.instandhaltung_betrag.errors }}</div>
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{% endif %}
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</div>
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</div>
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</div>
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<div class="row">
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<div class="col-md-6">
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<div class="mb-3">
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<label for="{{ form.verwaltung_recht_betrag.id_for_label }}" class="form-label">{{ form.verwaltung_recht_betrag.label }}</label>
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{{ form.verwaltung_recht_betrag }}
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{% if form.verwaltung_recht_betrag.errors %}
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<div class="text-danger">{{ form.verwaltung_recht_betrag.errors }}</div>
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{% endif %}
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</div>
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</div>
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<div class="col-md-6">
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<div class="mb-3">
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<label for="{{ form.vorsteuer_aus_umlagen.id_for_label }}" class="form-label">{{ form.vorsteuer_aus_umlagen.label }}</label>
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{{ form.vorsteuer_aus_umlagen }}
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{% if form.vorsteuer_aus_umlagen.errors %}
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<div class="text-danger">{{ form.vorsteuer_aus_umlagen.errors }}</div>
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{% endif %}
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Sonstiges -->
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<div class="card shadow mb-4">
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<div class="card-header py-3">
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<h6 class="m-0 font-weight-bold text-primary">
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<i class="fas fa-sticky-note me-2"></i>Sonstiges
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</h6>
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</div>
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<div class="card-body">
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<div class="row">
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<div class="col-md-6">
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<div class="mb-3">
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<label for="{{ form.offene_posten.id_for_label }}" class="form-label">{{ form.offene_posten.label }}</label>
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{{ form.offene_posten }}
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{% if form.offene_posten.errors %}
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<div class="text-danger">{{ form.offene_posten.errors }}</div>
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{% endif %}
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</div>
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</div>
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</div>
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<div class="mb-3">
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<label for="{{ form.bemerkungen.id_for_label }}" class="form-label">{{ form.bemerkungen.label }}</label>
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{{ form.bemerkungen }}
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{% if form.bemerkungen.errors %}
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<div class="text-danger">{{ form.bemerkungen.errors }}</div>
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{% endif %}
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</div>
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</div>
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</div>
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</div>
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<!-- Right Column -->
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<div class="col-lg-4">
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<!-- Dokumente über Paperless -->
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<div class="card shadow mb-4">
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<div class="card-header py-3">
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<h6 class="m-0 font-weight-bold text-primary">
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<i class="fas fa-link me-2"></i>Dokumente verknüpfen
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</h6>
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</div>
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<div class="card-body">
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<p class="text-muted mb-3">
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Dokumente werden im DMS verwaltet.
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</p>
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<div class="d-grid gap-2">
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<a href="{% url 'stiftung:dms_list' %}" class="btn btn-outline-primary btn-sm">
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<i class="fas fa-folder-open me-2"></i>Zum DMS
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</a>
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</div>
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{% if land %}
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<hr>
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<h6 class="text-muted">Verknüpfte Dokumente:</h6>
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{% if land.dokumentlink_set.all %}
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{% for dokument in land.dokumentlink_set.all %}
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<div class="border rounded p-2 mb-2">
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<strong>{{ dokument.titel }}</strong>
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<br><small class="text-muted">{{ dokument.get_kontext_display }}</small>
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</div>
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{% endfor %}
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{% else %}
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<p class="text-muted">Keine Dokumente verknüpft</p>
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{% endif %}
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{% endif %}
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</div>
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</div>
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<!-- Berechnungen (Preview) -->
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<div class="card shadow mb-4">
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<div class="card-header py-3">
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<h6 class="m-0 font-weight-bold text-info">
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<i class="fas fa-calculator me-2"></i>Berechnungen
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</h6>
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</div>
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<div class="card-body">
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{% if abrechnung %}
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<table class="table table-sm table-borderless">
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<tr>
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<td><strong>Einnahmen:</strong></td>
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<td class="text-end text-success">€{{ abrechnung.einnahmen_gesamt|floatformat:2 }}</td>
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</tr>
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<tr>
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<td><strong>Ausgaben:</strong></td>
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<td class="text-end text-danger">€{{ abrechnung.ausgaben_gesamt|floatformat:2 }}</td>
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</tr>
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<tr class="border-top">
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<td><strong>Nettoergebnis:</strong></td>
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<td class="text-end">
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<strong class="{% if abrechnung.nettoergebnis >= 0 %}text-success{% else %}text-danger{% endif %}">
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€{{ abrechnung.nettoergebnis|floatformat:2 }}
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</strong>
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</td>
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</tr>
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{% if abrechnung.ust_pacht_betrag > 0 %}
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<tr>
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<td><strong>USt-Zahllast:</strong></td>
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<td class="text-end text-info">€{{ abrechnung.ust_pacht_betrag|floatformat:2 }}</td>
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</tr>
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{% endif %}
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</table>
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{% else %}
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<p class="text-muted text-center">Berechnungen werden nach dem Speichern angezeigt</p>
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{% endif %}
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</div>
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</div>
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</div>
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</div>
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<!-- Submit Buttons -->
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<div class="row">
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<div class="col-12">
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<div class="card shadow">
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<div class="card-body">
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<div class="d-flex justify-content-between">
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<a href="{% if abrechnung %}{% url 'stiftung:land_abrechnung_detail' abrechnung.pk %}{% else %}{% url 'stiftung:land_abrechnung_list' %}{% endif %}" class="btn btn-secondary">
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<i class="fas fa-times me-2"></i>Abbrechen
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</a>
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<button type="submit" class="btn btn-success">
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<i class="fas fa-save me-2"></i>
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{% if abrechnung %}Aktualisieren{% else %}Erstellen{% endif %}
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</button>
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</div>
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</div>
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</div>
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</div>
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</div>
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</form>
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{% endblock %}
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