Files
stiftung-management-system/app/templates/stiftung/rentmeister_detail.html
SysAdmin Agent e6f4c5ba1b Generalize email system with invoice workflow and Stiftungsgeschichte category
- 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>
2026-03-12 10:17:14 +00:00

370 lines
18 KiB
HTML

{% extends 'base.html' %}
{% load humanize %}
{% block title %}{{ rentmeister.get_full_name }} - Rentmeister{% endblock %}
{% block content %}
<div class="row">
<div class="col-12">
<div class="d-sm-flex align-items-center justify-content-between mb-4">
<h1 class="h3 mb-0 text-gray-800">
<i class="fas fa-user-tie me-2"></i>{{ rentmeister }}
</h1>
<div class="btn-group" role="group">
<a href="{% url 'stiftung:rentmeister_list' %}" class="btn btn-outline-secondary">
<i class="fas fa-arrow-left me-1"></i>Zurück zur Liste
</a>
<a href="{% url 'stiftung:rentmeister_edit' rentmeister.pk %}" class="btn btn-outline-warning">
<i class="fas fa-edit me-1"></i>Bearbeiten
</a>
<a href="{% url 'stiftung:verwaltungskosten_create' %}?rentmeister={{ rentmeister.pk }}" class="btn btn-success">
<i class="fas fa-plus me-1"></i>Neue Ausgabe
</a>
<a href="{% url 'stiftung:rentmeister_ausgaben' rentmeister.pk %}" class="btn btn-primary">
<i class="fas fa-file-invoice-dollar me-1"></i>Alle Ausgaben
</a>
</div>
</div>
</div>
</div>
<!-- Persönliche Informationen -->
<div class="row">
<div class="col-xl-4 col-lg-5">
<div class="card shadow mb-4">
<div class="card-header py-3">
<h6 class="m-0 font-weight-bold text-primary">
<i class="fas fa-user me-2"></i>Persönliche Daten
</h6>
</div>
<div class="card-body">
<div class="row mb-3">
<div class="col-sm-4"><strong>Name:</strong></div>
<div class="col-sm-8">{{ rentmeister.get_full_name }}</div>
</div>
{% if rentmeister.anrede %}
<div class="row mb-3">
<div class="col-sm-4"><strong>Anrede:</strong></div>
<div class="col-sm-8">{{ rentmeister.get_anrede_display }}</div>
</div>
{% endif %}
{% if rentmeister.titel %}
<div class="row mb-3">
<div class="col-sm-4"><strong>Titel:</strong></div>
<div class="col-sm-8">{{ rentmeister.titel }}</div>
</div>
{% endif %}
<div class="row mb-3">
<div class="col-sm-4"><strong>Im Amt seit:</strong></div>
<div class="col-sm-8">{{ rentmeister.seit_datum|date:"d.m.Y" }}</div>
</div>
{% if rentmeister.bis_datum %}
<div class="row mb-3">
<div class="col-sm-4"><strong>Im Amt bis:</strong></div>
<div class="col-sm-8">{{ rentmeister.bis_datum|date:"d.m.Y" }}</div>
</div>
{% endif %}
<div class="row mb-3">
<div class="col-sm-4"><strong>Status:</strong></div>
<div class="col-sm-8">
{% if rentmeister.aktiv %}
<span class="badge bg-success">Aktiv</span>
{% else %}
<span class="badge bg-secondary">Inaktiv</span>
{% endif %}
</div>
</div>
</div>
</div>
<!-- Kontaktdaten -->
<div class="card shadow mb-4">
<div class="card-header py-3">
<h6 class="m-0 font-weight-bold text-primary">
<i class="fas fa-address-book me-2"></i>Kontaktdaten
</h6>
</div>
<div class="card-body">
{% if rentmeister.email %}
<div class="row mb-3">
<div class="col-sm-4"><strong>E-Mail:</strong></div>
<div class="col-sm-8">
<a href="mailto:{{ rentmeister.email }}">{{ rentmeister.email }}</a>
</div>
</div>
{% endif %}
{% if rentmeister.telefon %}
<div class="row mb-3">
<div class="col-sm-4"><strong>Telefon:</strong></div>
<div class="col-sm-8">
<a href="tel:{{ rentmeister.telefon }}">{{ rentmeister.telefon }}</a>
</div>
</div>
{% endif %}
{% if rentmeister.mobil %}
<div class="row mb-3">
<div class="col-sm-4"><strong>Mobil:</strong></div>
<div class="col-sm-8">
<a href="tel:{{ rentmeister.mobil }}">{{ rentmeister.mobil }}</a>
</div>
</div>
{% endif %}
{% if rentmeister.get_address %}
<div class="row mb-3">
<div class="col-sm-4"><strong>Adresse:</strong></div>
<div class="col-sm-8">{{ rentmeister.get_address }}</div>
</div>
{% endif %}
</div>
</div>
<!-- Vergütung -->
<div class="card shadow mb-4">
<div class="card-header py-3">
<h6 class="m-0 font-weight-bold text-primary">
<i class="fas fa-euro-sign me-2"></i>Vergütung
</h6>
</div>
<div class="card-body">
{% if rentmeister.monatliche_verguetung %}
<div class="row mb-3">
<div class="col-sm-6"><strong>Monatlich:</strong></div>
<div class="col-sm-6">€{{ rentmeister.monatliche_verguetung|floatformat:2 }}</div>
</div>
{% endif %}
<div class="row mb-3">
<div class="col-sm-6"><strong>KM-Pauschale:</strong></div>
<div class="col-sm-6">€{{ rentmeister.km_pauschale|floatformat:2 }}/km</div>
</div>
{% if rentmeister.iban %}
<div class="row mb-3">
<div class="col-sm-4"><strong>IBAN:</strong></div>
<div class="col-sm-8"><code>{{ rentmeister.iban }}</code></div>
</div>
{% endif %}
{% if rentmeister.bank_name %}
<div class="row mb-3">
<div class="col-sm-4"><strong>Bank:</strong></div>
<div class="col-sm-8">{{ rentmeister.bank_name }}</div>
</div>
{% endif %}
</div>
</div>
</div>
<!-- Ausgaben und Statistiken -->
<div class="col-xl-8 col-lg-7">
<!-- Statistiken -->
<div class="row">
<div class="col-md-3 mb-4">
<div class="card border-primary">
<div class="card-body text-center">
<i class="fas fa-file-invoice-dollar fa-2x text-primary mb-2"></i>
<h4>{{ stats.anzahl_ausgaben }}</h4>
<small class="text-muted">Ausgaben gesamt</small>
</div>
</div>
</div>
<div class="col-md-3 mb-4">
<div class="card border-success">
<div class="card-body text-center">
<i class="fas fa-euro-sign fa-2x text-success mb-2"></i>
<h4>€{{ stats.gesamt_ausgaben|floatformat:0 }}</h4>
<small class="text-muted">Summe gesamt</small>
</div>
</div>
</div>
<div class="col-md-3 mb-4">
<div class="card border-info">
<div class="card-body text-center">
<i class="fas fa-calendar-alt fa-2x text-info mb-2"></i>
<h4>€{{ stats.jahr_ausgaben|floatformat:0 }}</h4>
<small class="text-muted">Dieses Jahr</small>
</div>
</div>
</div>
<div class="col-md-3 mb-4">
<div class="card border-warning">
<div class="card-body text-center">
<i class="fas fa-clock fa-2x text-warning mb-2"></i>
<h4>{{ stats.offene_ausgaben }}</h4>
<small class="text-muted">Offen</small>
</div>
</div>
</div>
</div>
<!-- Kategorie-Aufschlüsselung -->
{% if kategorie_stats %}
<div class="card shadow mb-4">
<div class="card-header py-3">
<h6 class="m-0 font-weight-bold text-primary">
<i class="fas fa-chart-pie me-2"></i>Ausgaben nach Kategorien
</h6>
</div>
<div class="card-body">
<div class="table-responsive">
<table class="table table-sm">
<thead>
<tr>
<th>Kategorie</th>
<th class="text-center">Anzahl</th>
<th class="text-end">Summe</th>
</tr>
</thead>
<tbody>
{% for stat in kategorie_stats %}
<tr>
<td>{{ stat.kategorie|capfirst }}</td>
<td class="text-center">{{ stat.anzahl }}</td>
<td class="text-end">€{{ stat.summe|floatformat:2 }}</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
</div>
</div>
{% endif %}
<!-- Aktuelle Ausgaben -->
<div class="card shadow mb-4">
<div class="card-header py-3 d-flex flex-row align-items-center justify-content-between">
<h6 class="m-0 font-weight-bold text-primary">
<i class="fas fa-history me-2"></i>Aktuelle Ausgaben (letzte 30 Tage)
</h6>
<a href="{% url 'stiftung:rentmeister_ausgaben' rentmeister.pk %}" class="btn btn-sm btn-outline-primary">
Alle Ausgaben
</a>
</div>
<div class="card-body">
{% if aktuelle_ausgaben %}
<div class="table-responsive">
<table class="table table-striped">
<thead>
<tr>
<th>Datum</th>
<th>Bezeichnung</th>
<th>Kategorie</th>
<th>Status</th>
<th class="text-end">Betrag</th>
</tr>
</thead>
<tbody>
{% for ausgabe in aktuelle_ausgaben %}
<tr>
<td>{{ ausgabe.datum|date:"d.m.Y" }}</td>
<td>
<strong>{{ ausgabe.bezeichnung }}</strong>
{% if ausgabe.kategorie == 'fahrtkosten' and ausgabe.km_anzahl %}
<br><small class="text-info">
<i class="fas fa-route me-1"></i>{{ ausgabe.km_anzahl }} km
</small>
{% endif %}
</td>
<td>
<span class="badge bg-info">{{ ausgabe.get_kategorie_display }}</span>
</td>
<td>
<span class="badge bg-{{ ausgabe.get_status_color }}">{{ ausgabe.get_status_display }}</span>
</td>
<td class="text-end">
<strong>€{{ ausgabe.betrag|floatformat:2 }}</strong>
</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
{% else %}
<p class="text-muted">Keine Ausgaben in den letzten 30 Tagen.</p>
{% endif %}
</div>
</div>
</div>
</div>
<!-- Verknüpfte Dokumente -->
<div class="row mb-4">
<div class="col-12">
<div class="card shadow">
<div class="card-header py-3 d-flex justify-content-between align-items-center">
<h6 class="m-0 font-weight-bold text-primary">
<i class="fas fa-file-alt me-2"></i>Verknüpfte Dokumente
{% if verknuepfte_dokumente %}
<span class="badge bg-primary ms-2">{{ verknuepfte_dokumente.count }}</span>
{% endif %}
</h6>
<a href="{% url 'stiftung:dms_list' %}" class="btn btn-outline-primary btn-sm">
<i class="fas fa-folder-open me-1"></i>Dokumentenverwaltung
</a>
</div>
<div class="card-body">
{% if verknuepfte_dokumente %}
<div class="list-group list-group-flush">
{% for dokument in verknuepfte_dokumente %}
<div class="list-group-item d-flex justify-content-between align-items-start">
<div class="ms-2 me-auto">
<div class="fw-bold">
<i class="fas fa-file-pdf text-danger me-1"></i>
{{ dokument.titel }}
</div>
<small class="text-muted">
Kontext: {{ dokument.get_kontext_display }}
{% if dokument.beschreibung %}
• {{ dokument.beschreibung|truncatechars:100 }}
{% endif %}
</small>
</div>
<div class="d-flex gap-2">
<span class="badge bg-secondary">Legacy</span>
</div>
</div>
{% endfor %}
</div>
{% if verknuepfte_dokumente.count == 10 %}
<div class="text-center mt-3">
<small class="text-muted">
<i class="fas fa-info-circle me-1"></i>
Es werden nur die neuesten 10 Dokumente angezeigt.
<a href="{% url 'stiftung:dms_list' %}" class="text-decoration-none">Alle Dokumente anzeigen</a>
</small>
</div>
{% endif %}
{% 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 über die
<a href="{% url 'stiftung:dms_list' %}" class="text-decoration-none">Dokumentenverwaltung</a>.
</p>
</div>
{% endif %}
</div>
</div>
</div>
</div>
<!-- Notizen -->
{% if rentmeister.notizen %}
<div class="row">
<div class="col-12">
<div class="card shadow mb-4">
<div class="card-header py-3">
<h6 class="m-0 font-weight-bold text-primary">
<i class="fas fa-sticky-note me-2"></i>Notizen
</h6>
</div>
<div class="card-body">
<p>{{ rentmeister.notizen|linebreaks }}</p>
</div>
</div>
</div>
</div>
{% endif %}
{% endblock %}