Merge pull request 'Feature/failed direct debit' (#19) from feature/failed-direct-debit into dev

Reviewed-on: https://git.hiabuto.net/C3MA/CCMA/pulls/19
Reviewed-by: Matcha <20+matcha@noreply.git.hiabuto.net>
This commit is contained in:
Marcel Peterkau
2026-08-15 01:59:06 +00:00
10 changed files with 1098 additions and 82 deletions
+4 -1
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@@ -29,7 +29,10 @@
"Der GnuCash-Import öffnet sich mit 80 % der Bildschirmgröße und erlaubt die Mehrfachauswahl von Buchungen per Klick, Strg+Klick oder Umschalt+Klick; Buchungen, die einer bereits vorhandenen Zahlung entsprechen, können beim Import übersprungen oder mit der Beschreibung aus GnuCash aktualisiert werden.",
"Beim Anklicken einer noch nicht zugeordneten Forderung oder Spende im Zahlungsfenster wird der Betrag automatisch mit dem sinnvollen Vorschlag vorausgefüllt.",
"Individuell abweichende Mitgliedsbeiträge (z. B. ermäßigter Beitrag für Schüler) können pro Mitglied mit Zeitraum, Begründung und wahlweise als fester Jahresbetrag oder prozentualer Ermäßigung hinterlegt werden; künftig erzeugte Beitragsforderungen berücksichtigen das monatsgenau, auch wenn die Ermäßigung mitten in einer Zahlungsperiode beginnt oder endet.",
"Der Hausmeister kann per Knopfdruck direkt aus der Mitgliederakte gezielt für ein einzelnes Mitglied ausgeführt werden, optional mit rückwirkender Erstellung von Beiträgen/Forderungen nur für diesen einen Lauf; alle anderen Mitglieder bleiben davon unberührt."
"Der Hausmeister kann per Knopfdruck direkt aus der Mitgliederakte gezielt für ein einzelnes Mitglied ausgeführt werden, optional mit rückwirkender Erstellung von Beiträgen/Forderungen nur für diesen einen Lauf; alle anderen Mitglieder bleiben davon unberührt.",
"Eine Mahnung kann statt einer einzelnen Gebühr mehrere frei bearbeitbare Positionen (Beschreibung & Betrag) enthalten; für eine nicht eingelöste Lastschrift steht eine eigene Rücklastschrift-Vorlage bereit, die dieselbe Mahnstufe wie eine reguläre Mahnung belegt und einen vorausgefüllten Hinweistext für die Mahnungs-E-Mail mitbringt.",
"Mahnstufen, Zahlungsfristen und Standardpositionen (Bezeichnung & Betrag) für Mahnungen lassen sich jetzt unter Optionen → Mahnungen zentral konfigurieren.",
"Mahnungsentwürfe können nachträglich bearbeitet werden; auch eine bereits als versandt markierte Mahnung lässt sich dafür sicher zurücksetzen (die gebuchte Mahngebühr wird wieder entfernt), sofern noch keine höhere Mahnstufe existiert oder Zahlungen bereits darauf verbucht wurden."
]
},
{
+7
View File
@@ -153,6 +153,13 @@ def donation_status(data: ContributionData, donation: dict[str, Any]) -> str:
return "open"
def reminder_items_total(reminder: dict[str, Any]) -> Decimal:
return sum(
(decimal_value(item.get("amount", "0")) for item in reminder.get("items") or []),
Decimal("0"),
)
def contribution_override_covers_month(override: dict[str, Any], month: str) -> bool:
valid_from = str(override.get("valid_from", ""))
valid_until = str(override.get("valid_until", "") or "")
+14 -1
View File
@@ -21,6 +21,7 @@ from ccma.domain.contributions import (
claim_status,
claim_total,
money_text,
reminder_items_total,
)
from ccma.domain.dates import format_date_for_display
from ccma.domain.models import MEMBERSHIP_STATUS_LABELS, Member
@@ -293,6 +294,10 @@ def _template_values(
channel_labels = {"email": "E-Mail", "letter": "Brief", "personal": "Persönlich"}
status = str(reminder.get("status", "draft"))
channel = str(reminder.get("channel", ""))
reminder_items = reminder.get("items") or []
item_lines = [
f"{item.get('description', '')}: {item.get('amount', '0.00')} EUR" for item in reminder_items
]
values.update(
{
"reminder.id": str(reminder.get("reminder_id", "")),
@@ -305,11 +310,19 @@ def _template_values(
str(reminder.get("payment_deadline") or "")
),
"reminder.payment_deadline_days": str(reminder.get("payment_deadline_days", "")),
"reminder.fee": f"{reminder.get('fee', '0.00')} EUR",
"reminder.fee": f"{money_text(reminder_items_total(reminder))} EUR",
"reminder.items": "; ".join(item_lines),
"reminder.detail": str(reminder.get("detail", "")),
"reminder.channel": channel_labels.get(channel, channel),
}
)
repeats["reminder.items"] = [
{
"item.description": str(item.get("description", "")),
"item.amount": str(item.get("amount", "")),
}
for item in reminder_items
]
return values, repeats
+10 -1
View File
@@ -69,6 +69,15 @@ def reminder_mail_bytes(
bic = str(organization.get("bic", "")).strip()
payment_details = f"IBAN: {iban}" + (f"\nBIC: {bic}" if bic else "")
detail = str(reminder.get("detail", "")).strip()
fee_items = reminder.get("items") or []
fee_lines = (
"\n".join(
f"{item.get('description', 'Gebühr')}: {item.get('amount', '0.00')} Euro"
for item in fee_items
)
if fee_items
else "Mahngebühr: 0.00 Euro"
)
message.set_content(
"\n".join(
(
@@ -82,7 +91,7 @@ def reminder_mail_bytes(
f"{format_date_for_display(str(claim.get('due_date', '')))}",
f"Neue Zahlungsfrist: "
f"{format_date_for_display(str(reminder.get('payment_deadline', '')))}",
f"Mahngebühr: {reminder.get('fee', '0.00')} Euro",
fee_lines,
f"Hinweis: {detail}" if detail else "",
"",
"Bitte überweise den offenen Betrag unter Angabe deiner Mitgliedsnummer an:",
+236 -26
View File
@@ -17,6 +17,8 @@ from ccma.domain.contributions import (
CONTRIBUTION_OVERRIDE_KIND_LABELS,
allocated_total,
claim_balance,
claim_items,
claim_settled_total,
claim_total,
contribution_override_ranges_overlap,
credit_allocated_total,
@@ -25,6 +27,7 @@ from ccma.domain.contributions import (
materialize_claim_items,
money_text,
payment_allocated_total,
reminder_items_total,
)
from ccma.domain.dates import (
DateValidationError,
@@ -65,8 +68,6 @@ DEFAULT_CONTRIBUTION_RULES = [
"entry_proration": {"mode": "monthly", "started_month": "included"},
"first_payment_due_days_after_acceptance": 28,
"issue_days_before_due": 30,
"reminder_fee": "5.00",
"failed_debit_fee": "5.00",
},
{
"rule_id": "standard-2022",
@@ -80,8 +81,6 @@ DEFAULT_CONTRIBUTION_RULES = [
"entry_proration": {"mode": "monthly", "started_month": "included"},
"first_payment_due_days_after_acceptance": 28,
"issue_days_before_due": 30,
"reminder_fee": "5.00",
"failed_debit_fee": "5.00",
},
]
@@ -129,6 +128,14 @@ DEFAULT_CONFIGURATION = {
"payment_deadline_days": 14,
},
],
# Reusable description/amount presets offered as rows when recording a
# reminder or a failed direct debit; boards can add/edit/remove freely.
"standard_fee_items": [
{"description": "Mahngebühr", "default_amount": "5.00"},
{"description": "Rücklastschriftgebühr", "default_amount": "5.00"},
{"description": "Bankgebühr", "default_amount": "0.00"},
{"description": "Porto", "default_amount": "0.00"},
],
},
"contribution_rules": DEFAULT_CONTRIBUTION_RULES,
}
@@ -1975,17 +1982,15 @@ class MemberRepository:
name: str,
payment_deadline_days: int,
detail: str = "",
fee: str = "0",
items: list[dict[str, str]] | None = None,
channel: str = "email",
) -> dict:
if level < 1:
raise RepositoryError("Die Mahnstufe muss mindestens 1 sein.")
try:
selected_fee = decimal_value(fee, "Mahngebühr")
normalized_items = _normalize_reminder_items(items)
except ValueError as exc:
raise RepositoryError(str(exc)) from exc
if selected_fee < 0:
raise RepositoryError("Die Mahngebühr darf nicht negativ sein.")
if payment_deadline_days < 1 or payment_deadline_days > 365:
raise RepositoryError("Die Zahlungsfrist muss zwischen 1 und 365 Tagen liegen.")
data, claim = self.get_claim(member_id, claim_id)
@@ -2025,8 +2030,8 @@ class MemberRepository:
"payment_deadline_days": payment_deadline_days,
"payment_deadline": None,
"balance_snapshot": money_text(claim_balance(data, claim)),
"fee": money_text(selected_fee),
"fee_item_id": None,
"items": normalized_items,
"fee_item_ids": [],
"document": {"path": "", "sha256": ""},
}
data.reminders.append(reminder)
@@ -2036,7 +2041,10 @@ class MemberRepository:
event_type="reminder_draft_created",
summary=f"Mahnungsentwurf erstellt: {reminder['name']}",
references={"claim_id": claim_id, "reminder_id": str(reminder["reminder_id"])},
data={"fee": reminder["fee"], "balance_snapshot": reminder["balance_snapshot"]},
data={
"fee": money_text(reminder_items_total(reminder)),
"balance_snapshot": reminder["balance_snapshot"],
},
)
return reminder
@@ -2048,20 +2056,27 @@ class MemberRepository:
if claim_balance(data, claim) <= 0:
raise RepositoryError("Die Forderung hat keinen offenen Betrag mehr.")
now = datetime.now().astimezone()
selected_fee = decimal_value(reminder.get("fee", "0"), "Mahngebühr")
if selected_fee > 0 and not reminder.get("fee_item_id"):
item = {
"item_id": str(uuid4()),
"type": "fee",
"description": f"Mahngebühr Stufe {reminder.get('level', '')}",
"quantity": "1.00",
"unit_price": money_text(selected_fee),
"amount": money_text(selected_fee),
"created_at": now.isoformat(timespec="seconds"),
}
materialize_claim_items(claim).append(item)
claim["amount"] = money_text(claim_total(claim))
reminder["fee_item_id"] = item["item_id"]
if reminder.get("items") and not reminder.get("fee_item_ids"):
fee_item_ids = []
for entry in reminder["items"]:
amount = decimal_value(entry.get("amount", "0"))
if amount <= 0:
continue
description = str(entry.get("description")) or f"Mahngebühr Stufe {reminder.get('level', '')}"
item = {
"item_id": str(uuid4()),
"type": "fee",
"description": description,
"quantity": "1.00",
"unit_price": money_text(amount),
"amount": money_text(amount),
"created_at": now.isoformat(timespec="seconds"),
}
materialize_claim_items(claim).append(item)
fee_item_ids.append(item["item_id"])
if fee_item_ids:
claim["amount"] = money_text(claim_total(claim))
reminder["fee_item_ids"] = fee_item_ids
reminder["status"] = "sent"
reminder["sent_at"] = now.isoformat(timespec="seconds")
reminder["payment_deadline"] = (
@@ -2073,7 +2088,10 @@ class MemberRepository:
event_type="reminder_sent",
summary=f"Mahnung als versandt markiert: {reminder.get('name', '')}",
references={"claim_id": claim_id, "reminder_id": str(reminder["reminder_id"])},
data={"fee": money_text(selected_fee), "payment_deadline": reminder["payment_deadline"]},
data={
"fee": money_text(reminder_items_total(reminder)),
"payment_deadline": reminder["payment_deadline"],
},
)
return reminder
@@ -2092,6 +2110,97 @@ class MemberRepository:
references={"claim_id": claim_id, "reminder_id": reminder_id},
)
def edit_reminder_draft(
self,
member_id: str,
claim_id: str,
reminder_id: str,
*,
name: str,
payment_deadline_days: int,
detail: str = "",
items: list[dict[str, str]] | None = None,
channel: str = "email",
) -> dict:
try:
normalized_items = _normalize_reminder_items(items)
except ValueError as exc:
raise RepositoryError(str(exc)) from exc
if payment_deadline_days < 1 or payment_deadline_days > 365:
raise RepositoryError("Die Zahlungsfrist muss zwischen 1 und 365 Tagen liegen.")
data, _claim = self.get_claim(member_id, claim_id)
reminder = self._find_reminder(data, claim_id, reminder_id)
if str(reminder.get("status", "draft")) not in {"draft", "generated"}:
raise RepositoryError("Nur ein Entwurf kann bearbeitet werden.")
reminder["name"] = name.strip() or reminder["name"]
reminder["detail"] = detail.strip()
reminder["channel"] = channel.strip() or "email"
reminder["payment_deadline_days"] = payment_deadline_days
reminder["items"] = normalized_items
self.save_contributions(member_id, data)
self.append_event(
member_id,
event_type="reminder_draft_edited",
summary=f"Mahnungsentwurf bearbeitet: {reminder['name']}",
references={"claim_id": claim_id, "reminder_id": str(reminder["reminder_id"])},
data={"fee": money_text(reminder_items_total(reminder))},
)
return reminder
def revert_reminder_sent(self, member_id: str, claim_id: str, reminder_id: str) -> dict:
"""Undoes mark_reminder_sent: removes the fee items it booked onto the claim
and puts the reminder back into "draft" so its text/items can be edited and it
can be sent again -- e.g. after generating a Mahnung email and noticing the
wording needs a fix. Refuses if a later Mahnstufe already exists (would break
the level ordering) or if payments already booked against the claim would no
longer fit once the fee is removed."""
data, claim = self.get_claim(member_id, claim_id)
reminder = self._find_reminder(data, claim_id, reminder_id)
if str(reminder.get("status", "")) != "sent":
raise RepositoryError("Nur eine bereits versandte Mahnung kann zurückgesetzt werden.")
if any(
str(item.get("claim_id", "")) == claim_id
and int(item.get("level", 0)) > int(reminder.get("level", 0))
and str(item.get("status", "draft")) in {"draft", "generated", "sent"}
for item in data.reminders
):
raise RepositoryError(
"Es existiert bereits eine höhere Mahnstufe; diese Mahnung kann nicht "
"zurückgesetzt werden."
)
fee_item_ids = set(reminder.get("fee_item_ids") or [])
if fee_item_ids:
removed_total = sum(
(
decimal_value(item.get("amount", "0"))
for item in claim_items(claim)
if str(item.get("item_id", "")) in fee_item_ids
),
Decimal("0"),
)
new_total = claim_total(claim) - removed_total
if claim_settled_total(data, claim) > new_total:
raise RepositoryError(
"Für diese Forderung wurden bereits Zahlungen verbucht, die die "
"Mahngebühr abdecken; der Versand kann nicht zurückgesetzt werden."
)
claim["items"] = [
item for item in claim_items(claim) if str(item.get("item_id", "")) not in fee_item_ids
]
claim["amount"] = money_text(claim_total(claim))
reminder["status"] = "draft"
reminder["sent_at"] = None
reminder["payment_deadline"] = None
reminder["fee_item_ids"] = []
self.save_contributions(member_id, data)
self.append_event(
member_id,
event_type="reminder_sent_reverted",
summary=f"Versand zurückgesetzt: {reminder.get('name', '')}",
references={"claim_id": claim_id, "reminder_id": str(reminder["reminder_id"])},
)
return reminder
def register_reminder_document(
self,
member_id: str,
@@ -2410,6 +2519,94 @@ class MemberRepository:
config.setdefault("member_number_sequences", {})
write_json_atomic(self.root / "repository.json", config)
def get_reminder_policy(self) -> dict:
config = self.get_configuration()
policy = config.get("reminder_policy") or {}
levels = sorted(
(
{
"level": int(entry.get("level", 0)),
"name": str(entry.get("name", "")),
"fee": money_text(entry.get("fee", "0")),
"payment_deadline_days": int(entry.get("payment_deadline_days", 14)),
}
for entry in policy.get("levels") or []
),
key=lambda entry: entry["level"],
)
# Repositories created before this setting existed have no "standard_fee_items"
# key at all -- fall back to the built-in defaults rather than an empty list, but
# once the board has actually saved (and possibly emptied) the list, respect that.
if "standard_fee_items" in policy:
standard_items_raw = policy.get("standard_fee_items") or []
else:
standard_items_raw = DEFAULT_CONFIGURATION["reminder_policy"]["standard_fee_items"]
standard_fee_items = [
{
"description": str(entry.get("description", "")),
"default_amount": money_text(entry.get("default_amount", "0")),
}
for entry in standard_items_raw
]
return {
"grace_days_after_due": int(policy.get("grace_days_after_due", 7)),
"levels": levels,
"standard_fee_items": standard_fee_items,
}
def save_reminder_policy(
self,
*,
grace_days_after_due: int,
levels: list[dict[str, str]],
standard_fee_items: list[dict[str, str]],
) -> None:
if grace_days_after_due < 0 or grace_days_after_due > 365:
raise RepositoryError("Die Kulanzfrist muss zwischen 0 und 365 Tagen liegen.")
normalized_levels = []
for index, entry in enumerate(levels, start=1):
name = str(entry.get("name", "")).strip()
if not name:
raise RepositoryError(f"Mahnstufe {index} benötigt einen Namen.")
try:
fee = decimal_value(entry.get("fee", "0"), "Gebühr")
except ValueError as exc:
raise RepositoryError(str(exc)) from exc
if fee < 0:
raise RepositoryError("Die Gebühr darf nicht negativ sein.")
try:
deadline_days = int(entry.get("payment_deadline_days", 14))
except (TypeError, ValueError) as exc:
raise RepositoryError("Die Zahlungsfrist muss eine ganze Zahl sein.") from exc
if deadline_days < 1 or deadline_days > 365:
raise RepositoryError("Die Zahlungsfrist muss zwischen 1 und 365 Tagen liegen.")
# Levels are always renumbered 1..N by row order -- picking arbitrary level
# numbers would break the sequencing checks in create_reminder_draft.
normalized_levels.append(
{"level": index, "name": name, "fee": money_text(fee), "payment_deadline_days": deadline_days}
)
if not normalized_levels:
raise RepositoryError("Mindestens eine Mahnstufe ist erforderlich.")
normalized_items = []
for entry in standard_fee_items:
description = str(entry.get("description", "")).strip()
if not description:
raise RepositoryError("Jede Standardposition benötigt eine Beschreibung.")
try:
amount = decimal_value(entry.get("default_amount", "0"), "Standardbetrag")
except ValueError as exc:
raise RepositoryError(str(exc)) from exc
if amount < 0:
raise RepositoryError("Der Standardbetrag darf nicht negativ sein.")
normalized_items.append({"description": description, "default_amount": money_text(amount)})
config = self.get_configuration()
config["reminder_policy"] = {
"grace_days_after_due": grace_days_after_due,
"levels": normalized_levels,
"standard_fee_items": normalized_items,
}
write_json_atomic(self.root / "repository.json", config)
def save_organization(self, values: dict[str, str]) -> None:
organization = {key: str(value).strip() for key, value in values.items()}
organization["iban"] = normalize_iban(organization.get("iban", ""))
@@ -2644,6 +2841,19 @@ def _contribution_override_summary(override: dict) -> str:
return f"{value_text} ({period})"
def _normalize_reminder_items(items: list[dict[str, str]] | None) -> list[dict[str, str]]:
normalized = []
for entry in items or []:
description = str(entry.get("description", "")).strip()
if not description:
raise ValueError("Jede Position benötigt eine Beschreibung.")
amount = decimal_value(entry.get("amount", "0"), "Betrag")
if amount < 0:
raise ValueError("Der Betrag darf nicht negativ sein.")
normalized.append({"description": description, "amount": money_text(amount)})
return normalized
def _dunning_hold_is_active(claim: dict) -> bool:
hold = claim.get("dunning_hold") or {}
if not hold.get("active"):
+309 -45
View File
@@ -19,6 +19,7 @@ from ccma.domain.contributions import (
decimal_value,
money_text,
payment_allocated_total,
reminder_items_total,
)
from ccma.domain.dates import date_input_hint, format_date_for_display
from ccma.services.reminder_mail import generate_and_send_reminder_mail
@@ -166,6 +167,10 @@ class ClaimTab(ttk.Frame):
state="disabled",
)
self.email_reminder_button.pack(side="right", padx=(8, 0))
self.edit_reminder_button = ttk.Button(
buttons, text="Mahnung bearbeiten", command=self._edit_reminder, state="disabled"
)
self.edit_reminder_button.pack(side="right", padx=(8, 0))
ttk.Button(buttons, text="Mahnung vorbereiten", command=self._add_reminder).pack(side="right")
ttk.Button(buttons, text="Dokument erzeugen", command=self._create_document).pack(
side="right", padx=(0, 8)
@@ -348,7 +353,7 @@ class ClaimTab(ttk.Frame):
reminder.get("name", f"Mahnung Stufe {reminder.get('level', '')}"),
"",
"",
f"{reminder.get('fee', '0.00')} EUR",
f"{money_text(reminder_items_total(reminder))} EUR",
display_label(REMINDER_STATUS_LABELS, status),
" · ".join(
part
@@ -437,6 +442,9 @@ class ClaimTab(ttk.Frame):
self.send_reminder_button.configure(state=state)
self.email_reminder_button.configure(state=state)
self.discard_reminder_button.configure(state=state)
# Sent reminders can also be edited (revert-then-edit), just not cancelled ones.
can_edit = bool(reminder and str(reminder.get("status", "draft")) != "cancelled")
self.edit_reminder_button.configure(state="normal" if can_edit else "disabled")
def _email_reminder(self) -> None:
reminder = self._selected_reminder()
@@ -466,6 +474,32 @@ class ClaimTab(ttk.Frame):
return
self._changed()
def _edit_reminder(self) -> None:
reminder = self._selected_reminder()
if not reminder:
return
if str(reminder.get("status", "")) == "sent":
if not messagebox.askyesno(
"Versand zurücksetzen",
"Diese Mahnung wurde bereits versandt. Zum Bearbeiten wird der Versand "
"zurückgesetzt (eine bereits gebuchte Mahngebühr wird von der Forderung "
"entfernt und die Zahlungsfrist gelöscht) -- anschließend muss die Mahnung "
"erneut versandt werden. Fortfahren?",
parent=self,
):
return
try:
reminder = self.repository.revert_reminder_sent(
self.member_id, self.claim_id, str(reminder["reminder_id"])
)
except RepositoryError as exc:
messagebox.showerror("Versand konnte nicht zurückgesetzt werden", str(exc), parent=self)
return
self.refresh()
ReminderDialog(
self, self.repository, self.member_id, self.claim_id, self._changed, reminder=reminder
)
def _discard_reminder(self) -> None:
reminder = self._selected_reminder()
if not reminder or not messagebox.askyesno(
@@ -867,67 +901,297 @@ class AllocateCreditDialog(_Dialog):
class ReminderDialog(_Dialog):
def __init__(self, master, repository, member_id, claim_id, on_saved):
super().__init__(master, "Mahnung vorbereiten", on_saved)
"""Drafts the next reminder in the sequence for a claim. The level is computed
automatically (first not-yet-used level), and a "Vorlage" picks sensible defaults
for name/deadline/fee items -- the matching dunning-policy level if one exists,
a "Rücklastschrift" preset for a bounced direct debit (which occupies the same
level slot as a regular reminder, since it's still the member's own failure to
provide cover/valid bank details), or a blank template for manual entry. The fee
items table itself is always free to edit no matter which preset was picked."""
def __init__(self, master, repository, member_id, claim_id, on_saved, *, reminder: dict | None = None):
super().__init__(master, "Mahnung bearbeiten" if reminder else "Mahnung vorbereiten", on_saved)
# Unlike the small fixed-size dialogs sharing _Dialog, this one holds a table
# of freely-editable fee items whose content varies a lot -- make it resizable
# so a long/multi-item Mahnung doesn't get cramped.
self.resizable(True, True)
self.repository, self.member_id, self.claim_id = repository, member_id, claim_id
policy = repository.get_configuration().get("reminder_policy") or {}
levels = policy.get("levels") or [
{"level": 1, "name": "Zahlungserinnerung", "fee": "0.00", "payment_deadline_days": 14}
]
self.definition_by_label = {
f"Stufe {item.get('level', '')}: {item.get('name', '')}": item for item in levels
}
self.level_var = tk.StringVar(value=next(iter(self.definition_by_label)))
self.detail_var = tk.StringVar()
self.fee_var = tk.StringVar()
self.deadline_var = tk.StringVar()
self.channel_var = tk.StringVar(value=REMINDER_CHANNEL_LABELS["email"])
self.editing_reminder = reminder
if reminder:
self.level = int(reminder.get("level", 1))
else:
data, _claim = repository.get_claim(member_id, claim_id)
existing_levels = {
int(item.get("level", 0))
for item in data.reminders
if str(item.get("claim_id", "")) == claim_id
and str(item.get("status", "draft")) in {"draft", "generated", "sent"}
}
self.level = max(existing_levels, default=0) + 1
self.policy = repository.get_reminder_policy()
self.items: list[dict[str, str]] = []
self.frame.columnconfigure(1, weight=1)
self.frame.rowconfigure(6, weight=1)
ttk.Label(self.frame, text="Mahnstufe").grid(row=0, column=0, sticky="w", pady=5, padx=(0, 12))
level_combo = ttk.Combobox(
ttk.Label(self.frame, text=str(self.level), style="Mono.TLabel").grid(
row=0, column=1, sticky="w", pady=5
)
self.preset_by_label = self._build_presets()
default_preset = (
next(reversed(self.preset_by_label)) if reminder else next(iter(self.preset_by_label))
)
self.preset_var = tk.StringVar(value=default_preset)
ttk.Label(self.frame, text="Vorlage").grid(row=1, column=0, sticky="w", pady=5, padx=(0, 12))
preset_combo = ttk.Combobox(
self.frame,
textvariable=self.level_var,
values=list(self.definition_by_label),
textvariable=self.preset_var,
values=list(self.preset_by_label),
state="readonly",
width=38,
width=55,
)
level_combo.grid(row=0, column=1, sticky="ew", pady=5)
level_combo.bind("<<ComboboxSelected>>", lambda _event: self._load_definition())
ttk.Label(self.frame, text="Details").grid(row=1, column=0, sticky="w", pady=5, padx=(0, 12))
ttk.Entry(self.frame, textvariable=self.detail_var, width=45).grid(row=1, column=1, pady=5)
ttk.Label(self.frame, text="Mahngebühr").grid(row=2, column=0, sticky="w", pady=5, padx=(0, 12))
ttk.Entry(self.frame, textvariable=self.fee_var).grid(row=2, column=1, sticky="ew", pady=5)
preset_combo.grid(row=1, column=1, sticky="ew", pady=5)
preset_combo.bind("<<ComboboxSelected>>", lambda _event: self._apply_preset())
self.name_var = tk.StringVar()
ttk.Label(self.frame, text="Bezeichnung").grid(row=2, column=0, sticky="w", pady=5, padx=(0, 12))
ttk.Entry(self.frame, textvariable=self.name_var, width=64).grid(
row=2, column=1, sticky="ew", pady=5
)
self.detail_var = tk.StringVar()
ttk.Label(self.frame, text="Details").grid(row=3, column=0, sticky="w", pady=5, padx=(0, 12))
ttk.Entry(self.frame, textvariable=self.detail_var, width=64).grid(
row=3, column=1, sticky="ew", pady=5
)
self.deadline_var = tk.StringVar()
ttk.Label(self.frame, text="Zahlungsfrist in Tagen").grid(
row=3, column=0, sticky="w", pady=5, padx=(0, 12)
row=4, column=0, sticky="w", pady=5, padx=(0, 12)
)
ttk.Entry(self.frame, textvariable=self.deadline_var).grid(row=3, column=1, sticky="ew", pady=5)
ttk.Label(self.frame, text="Versandweg").grid(row=4, column=0, sticky="w", pady=5, padx=(0, 12))
ttk.Entry(self.frame, textvariable=self.deadline_var).grid(row=4, column=1, sticky="ew", pady=5)
self.channel_var = tk.StringVar(value=REMINDER_CHANNEL_LABELS["email"])
ttk.Label(self.frame, text="Versandweg").grid(row=5, column=0, sticky="w", pady=5, padx=(0, 12))
ttk.Combobox(
self.frame,
textvariable=self.channel_var,
values=list(REMINDER_CHANNEL_LABELS.values()),
state="readonly",
).grid(row=4, column=1, sticky="ew", pady=5)
self._load_definition()
self._buttons(5, self._save)
).grid(row=5, column=1, sticky="ew", pady=5)
def _load_definition(self) -> None:
definition = self.definition_by_label[self.level_var.get()]
self.fee_var.set(str(definition.get("fee", "0.00")))
self.deadline_var.set(str(definition.get("payment_deadline_days", 14)))
self._build_items_table(row=6)
if reminder:
self.name_var.set(str(reminder.get("name", "")))
self.detail_var.set(str(reminder.get("detail", "")))
self.deadline_var.set(str(reminder.get("payment_deadline_days", 14)))
self.channel_var.set(
display_label(REMINDER_CHANNEL_LABELS, str(reminder.get("channel", "email")))
)
self.items = [dict(item) for item in reminder.get("items") or []]
self._refresh_items()
else:
self._apply_preset()
self._buttons(7, self._save)
# Size to fit the fully built content (incl. the preset-populated items table)
# instead of whatever size Tk guessed before everything was in place -- the
# base dialog sets resizable(False, False) before this subclass's content
# exists, so an explicit geometry() is needed or the window stays clipped.
# The floor of 700 keeps the dialog comfortably wide even for a short name/
# detail; the user can still grow it further since it's resizable now.
self.update_idletasks()
width = max(700, self.winfo_reqwidth())
height = self.winfo_reqheight()
self.geometry(f"{width}x{height}")
self.minsize(width, height)
def _build_presets(self) -> dict[str, dict]:
presets: dict[str, dict] = {}
matching = next((lvl for lvl in self.policy["levels"] if lvl["level"] == self.level), None)
if matching:
fee = decimal_value(matching["fee"])
presets[f"Stufe {self.level}: {matching['name']}"] = {
"name": matching["name"],
"detail": "",
"payment_deadline_days": matching["payment_deadline_days"],
"items": [{"description": "Mahngebühr", "amount": money_text(fee)}] if fee > 0 else [],
}
failed_debit_amount = self._default_amount_for("Rücklastschrift")
presets[f"Stufe {self.level}: Rücklastschrift"] = {
"name": "Rücklastschrift",
# Prefilled so the member sees why they're being charged; the board can
# still append/edit a concrete reason (mangels Deckung, Konto ungültig, ...)
# right here since "Details" goes straight into the reminder email as-is.
"detail": "Leider konnte die Lastschrift von Ihrem Konto nicht eingelöst werden.",
"payment_deadline_days": 14,
"items": [{"description": "Rücklastschriftgebühr", "amount": failed_debit_amount}],
}
presets["Frei (eigene Eingabe)"] = {
"name": "", "detail": "", "payment_deadline_days": 14, "items": []
}
return presets
def _default_amount_for(self, needle: str) -> str:
for entry in self.policy["standard_fee_items"]:
if needle.casefold() in str(entry.get("description", "")).casefold():
return str(entry.get("default_amount", "0.00"))
return "0.00"
def _apply_preset(self) -> None:
preset = self.preset_by_label[self.preset_var.get()]
self.name_var.set(preset["name"])
self.detail_var.set(preset["detail"])
self.deadline_var.set(str(preset["payment_deadline_days"]))
self.items = [dict(item) for item in preset["items"]]
self._refresh_items()
def _build_items_table(self, row: int) -> None:
table_frame = ttk.LabelFrame(self.frame, text="Positionen", padding=8)
table_frame.grid(row=row, column=0, columnspan=2, sticky="nsew", pady=(8, 0))
table_frame.columnconfigure(0, weight=1)
table_frame.rowconfigure(0, weight=1)
amount_column_width = 100
self.items_tree = ttk.Treeview(
table_frame, columns=("description", "amount"), show="headings", height=4, selectmode="browse"
)
self.items_tree.heading("description", text="Beschreibung")
self.items_tree.heading("amount", text="Betrag")
self.items_tree.column("description", width=320, anchor="w")
self.items_tree.column("amount", width=amount_column_width, anchor="w", stretch=False)
self.items_tree.grid(row=0, column=0, sticky="nsew")
self.items_tree.bind("<<TreeviewSelect>>", lambda _event: self._load_selected_item())
# Edit row lines up under the table's own columns: "Beschreibung" stretches to
# fill remaining space just like that Treeview column does, while "Betrag" sits
# in a frame pinned to the exact same pixel width as the fixed "amount" column
# above it (Entry's width= is in characters, not pixels, so a fixed-size frame
# is what gets a genuinely exact match instead of an approximate ratio).
edit_row = ttk.Frame(table_frame)
edit_row.grid(row=1, column=0, sticky="ew", pady=(8, 0))
edit_row.columnconfigure(0, weight=1)
edit_row.columnconfigure(1, weight=0)
self.item_description_var = tk.StringVar()
description_combo = ttk.Combobox(
edit_row,
textvariable=self.item_description_var,
values=[str(entry.get("description", "")) for entry in self.policy["standard_fee_items"]],
)
description_combo.grid(row=0, column=0, sticky="ew", padx=(0, 8))
description_combo.bind("<<ComboboxSelected>>", lambda _event: self._prefill_item_amount())
amount_frame = ttk.Frame(edit_row, width=amount_column_width)
amount_frame.grid(row=0, column=1, sticky="ns")
amount_frame.pack_propagate(False)
self.item_amount_var = tk.StringVar()
ttk.Entry(amount_frame, textvariable=self.item_amount_var).pack(fill="both", expand=True)
buttons_row = ttk.Frame(table_frame)
buttons_row.grid(row=2, column=0, sticky="w", pady=(8, 0))
ttk.Button(buttons_row, text="Position hinzufügen", command=self._add_item).pack(
side="left", padx=(0, 8)
)
ttk.Button(buttons_row, text="Aktualisieren", command=self._update_item).pack(
side="left", padx=(0, 8)
)
ttk.Button(buttons_row, text="Position entfernen", command=self._remove_item).pack(side="left")
def _prefill_item_amount(self) -> None:
description = self.item_description_var.get()
for entry in self.policy["standard_fee_items"]:
if str(entry.get("description", "")) == description:
self.item_amount_var.set(str(entry.get("default_amount", "0.00")))
return
def _refresh_items(self) -> None:
self.items_tree.delete(*self.items_tree.get_children())
for index, item in enumerate(self.items):
self.items_tree.insert(
"", "end", iid=str(index), values=(item["description"], f"{item['amount']} EUR")
)
def _load_selected_item(self) -> None:
selected = self.items_tree.selection()
if not selected:
return
item = self.items[int(selected[0])]
self.item_description_var.set(item["description"])
self.item_amount_var.set(item["amount"])
def _add_item(self) -> None:
description = self.item_description_var.get().strip()
if not description:
messagebox.showerror("Beschreibung fehlt", "Bitte eine Beschreibung angeben.", parent=self)
return
try:
amount = decimal_value(self.item_amount_var.get(), "Betrag")
except ValueError as exc:
messagebox.showerror("Ungültiger Betrag", str(exc), parent=self)
return
self.items.append({"description": description, "amount": money_text(amount)})
self.item_description_var.set("")
self.item_amount_var.set("")
self._refresh_items()
def _update_item(self) -> None:
selected = self.items_tree.selection()
if not selected:
messagebox.showerror(
"Auswahl fehlt", "Bitte die zu ändernde Position auswählen.", parent=self
)
return
description = self.item_description_var.get().strip()
if not description:
messagebox.showerror("Beschreibung fehlt", "Bitte eine Beschreibung angeben.", parent=self)
return
try:
amount = decimal_value(self.item_amount_var.get(), "Betrag")
except ValueError as exc:
messagebox.showerror("Ungültiger Betrag", str(exc), parent=self)
return
self.items[int(selected[0])] = {"description": description, "amount": money_text(amount)}
self._refresh_items()
def _remove_item(self) -> None:
selected = self.items_tree.selection()
if not selected:
messagebox.showerror("Auswahl fehlt", "Bitte eine Position auswählen.", parent=self)
return
del self.items[int(selected[0])]
self.item_description_var.set("")
self.item_amount_var.set("")
self._refresh_items()
def _save(self):
definition = self.definition_by_label[self.level_var.get()]
try:
self.repository.create_reminder_draft(
self.member_id,
self.claim_id,
level=int(definition.get("level", 1)),
name=str(definition.get("name", "Mahnung")),
payment_deadline_days=int(self.deadline_var.get()),
detail=self.detail_var.get(),
fee=self.fee_var.get(),
channel=storage_key(REMINDER_CHANNEL_LABELS, self.channel_var.get()),
deadline_days = int(self.deadline_var.get())
except ValueError:
messagebox.showerror(
"Ungültige Frist", "Die Zahlungsfrist muss eine ganze Zahl sein.", parent=self
)
return
try:
if self.editing_reminder:
self.repository.edit_reminder_draft(
self.member_id,
self.claim_id,
str(self.editing_reminder["reminder_id"]),
name=self.name_var.get(),
payment_deadline_days=deadline_days,
detail=self.detail_var.get(),
items=self.items,
channel=storage_key(REMINDER_CHANNEL_LABELS, self.channel_var.get()),
)
else:
self.repository.create_reminder_draft(
self.member_id,
self.claim_id,
level=self.level,
name=self.name_var.get(),
payment_deadline_days=deadline_days,
detail=self.detail_var.get(),
items=self.items,
channel=storage_key(REMINDER_CHANNEL_LABELS, self.channel_var.get()),
)
except (ValueError, RepositoryError) as exc:
messagebox.showerror("Mahnungsentwurf konnte nicht gespeichert werden", str(exc), parent=self)
return
+248 -2
View File
@@ -6,6 +6,7 @@ from pathlib import Path
from tkinter import filedialog, messagebox, ttk
from ccma.config import AppConfig
from ccma.domain.contributions import decimal_value, money_text
from ccma.domain.models import HOUSEKEEPER_MEMBER_FIELD_LABELS
from ccma.services.intervals import (
IntervalValidationError,
@@ -60,13 +61,21 @@ class OptionsDialog(tk.Toplevel):
)
}
self.title("Optionen")
self.geometry("900x650")
self.minsize(760, 540)
self.transient(master.winfo_toplevel())
self.grab_set()
self.resizable(True, True)
self._build_ui()
self.bind("<Escape>", lambda _event: self.destroy())
# A ttk.Notebook sizes itself to its tallest/widest tab, so once every tab
# (including "Mahnungen" with its two tables) is built, the natural required
# size reflects whichever one actually needs the most room -- open at that size
# instead of a static guess that clips a table/buttons at the bottom. The floor
# keeps the window from opening awkwardly small on short content.
self.update_idletasks()
width = max(900, self.winfo_reqwidth())
height = max(650, self.winfo_reqheight())
self.geometry(f"{width}x{height}")
self.minsize(760, 540)
self.after_idle(self._center_on_parent)
def _build_ui(self) -> None:
@@ -84,18 +93,21 @@ class OptionsDialog(tk.Toplevel):
member_numbers = ttk.Frame(notebook, padding=16)
organization = ttk.Frame(notebook, padding=16)
automation = ttk.Frame(notebook, padding=16)
reminders = ttk.Frame(notebook, padding=16)
changelog = ChangelogView(notebook)
notebook.add(paths, text="Pfade")
notebook.add(appearance, text="Darstellung")
notebook.add(member_numbers, text="Mitgliedsnummern")
notebook.add(organization, text="Verein / Absender")
notebook.add(automation, text="Hausmeister")
notebook.add(reminders, text="Mahnungen")
notebook.add(changelog, text="Changelog")
self._build_paths(paths)
self._build_appearance(appearance)
self._build_member_numbers(member_numbers)
self._build_organization(organization)
self._build_automation(automation)
self._build_reminders(reminders)
buttons = ttk.Frame(root)
buttons.grid(row=1, column=0, sticky="e", pady=(12, 0))
@@ -336,6 +348,234 @@ class OptionsDialog(tk.Toplevel):
preview = f"UNGÜLTIG: {exc}"
self.number_preview_var.set(preview)
def _build_reminders(self, parent: ttk.Frame) -> None:
parent.columnconfigure(0, weight=1)
policy = self.repository.get_reminder_policy()
self.grace_days_var = tk.StringVar(value=str(policy["grace_days_after_due"]))
ttk.Label(parent, text="Kulanzfrist nach Fälligkeit (Tage)").grid(
row=0, column=0, sticky="w", pady=6
)
ttk.Spinbox(parent, from_=0, to=365, textvariable=self.grace_days_var, width=6).grid(
row=0, column=1, sticky="w", pady=6
)
ttk.Label(
parent,
text="Ab wann nach Fälligkeit die erste Mahnstufe fällig wird.",
style="Muted.TLabel",
).grid(row=1, column=0, columnspan=2, sticky="w", pady=(0, 12))
levels_frame = ttk.LabelFrame(parent, text="Mahnstufen", padding=10)
levels_frame.grid(row=2, column=0, columnspan=2, sticky="nsew", pady=(4, 0))
levels_frame.columnconfigure(0, weight=1)
self.levels = [dict(level) for level in policy["levels"]]
self.levels_tree = ttk.Treeview(
levels_frame, columns=("level", "name", "fee", "deadline"), show="headings", height=5
)
for key, title, width in (
("level", "Stufe", 55),
("name", "Name", 220),
("fee", "Gebühr", 90),
("deadline", "Frist (Tage)", 100),
):
self.levels_tree.heading(key, text=title)
self.levels_tree.column(key, width=width, anchor="w")
self.levels_tree.grid(row=0, column=0, sticky="ew")
self.levels_tree.bind("<<TreeviewSelect>>", lambda _event: self._load_selected_level())
level_controls = ttk.Frame(levels_frame)
level_controls.grid(row=1, column=0, sticky="ew", pady=(8, 0))
self.level_name_var = tk.StringVar()
self.level_fee_var = tk.StringVar()
self.level_deadline_var = tk.StringVar()
ttk.Entry(level_controls, textvariable=self.level_name_var, width=22).pack(side="left", padx=(0, 6))
ttk.Entry(level_controls, textvariable=self.level_fee_var, width=8).pack(side="left", padx=(0, 6))
ttk.Entry(level_controls, textvariable=self.level_deadline_var, width=8).pack(
side="left", padx=(0, 6)
)
ttk.Button(level_controls, text="Übernehmen", command=self._apply_level).pack(
side="left", padx=(0, 6)
)
ttk.Button(level_controls, text="Hinzufügen", command=self._add_level).pack(side="left", padx=(0, 6))
ttk.Button(level_controls, text="Entfernen", command=self._remove_level).pack(side="left")
ttk.Label(
parent,
text="Stufen werden immer nach ihrer Reihenfolge in der Liste 1, 2, 3, … nummeriert.",
style="Muted.TLabel",
).grid(row=3, column=0, columnspan=2, sticky="w", pady=(4, 0))
items_frame = ttk.LabelFrame(parent, text="Standardpositionen (Beschreibung & Betrag)", padding=10)
items_frame.grid(row=4, column=0, columnspan=2, sticky="nsew", pady=(16, 0))
items_frame.columnconfigure(0, weight=1)
self.standard_items = [dict(item) for item in policy["standard_fee_items"]]
self.standard_items_tree = ttk.Treeview(
items_frame, columns=("description", "amount"), show="headings", height=5
)
self.standard_items_tree.heading("description", text="Beschreibung")
self.standard_items_tree.heading("amount", text="Standardbetrag")
self.standard_items_tree.column("description", width=260, anchor="w")
self.standard_items_tree.column("amount", width=120, anchor="w")
self.standard_items_tree.grid(row=0, column=0, sticky="ew")
self.standard_items_tree.bind(
"<<TreeviewSelect>>", lambda _event: self._load_selected_standard_item()
)
item_controls = ttk.Frame(items_frame)
item_controls.grid(row=1, column=0, sticky="ew", pady=(8, 0))
self.standard_item_description_var = tk.StringVar()
self.standard_item_amount_var = tk.StringVar()
ttk.Entry(item_controls, textvariable=self.standard_item_description_var, width=26).pack(
side="left", padx=(0, 6)
)
ttk.Entry(item_controls, textvariable=self.standard_item_amount_var, width=10).pack(
side="left", padx=(0, 6)
)
ttk.Button(item_controls, text="Übernehmen", command=self._apply_standard_item).pack(
side="left", padx=(0, 6)
)
ttk.Button(item_controls, text="Hinzufügen", command=self._add_standard_item).pack(
side="left", padx=(0, 6)
)
ttk.Button(item_controls, text="Entfernen", command=self._remove_standard_item).pack(side="left")
ttk.Label(
parent,
text=(
"Diese Vorlagen stehen bei Mahnungen und Rücklastschriften als Positionen zur "
"Auswahl, z. B. Mahngebühr, Rücklastschriftgebühr, Bankgebühr oder Porto."
),
style="Muted.TLabel",
wraplength=560,
).grid(row=5, column=0, columnspan=2, sticky="w", pady=(4, 0))
self._refresh_levels()
self._refresh_standard_items()
def _refresh_levels(self) -> None:
selected = self.levels_tree.selection()
self.levels_tree.delete(*self.levels_tree.get_children())
for index, level in enumerate(self.levels):
self.levels_tree.insert(
"",
"end",
iid=str(index),
values=(
index + 1,
level.get("name", ""),
f"{level.get('fee', '0.00')} EUR",
level.get("payment_deadline_days", 14),
),
)
if selected and self.levels_tree.exists(selected[0]):
self.levels_tree.selection_set(selected[0])
def _load_selected_level(self) -> None:
selected = self.levels_tree.selection()
if not selected:
return
level = self.levels[int(selected[0])]
self.level_name_var.set(level.get("name", ""))
self.level_fee_var.set(str(level.get("fee", "0.00")))
self.level_deadline_var.set(str(level.get("payment_deadline_days", 14)))
def _apply_level(self) -> None:
selected = self.levels_tree.selection()
if not selected:
messagebox.showerror("Auswahl fehlt", "Bitte eine Mahnstufe auswählen.", parent=self)
return
name = self.level_name_var.get().strip()
if not name:
messagebox.showerror("Name fehlt", "Bitte einen Namen angeben.", parent=self)
return
try:
fee = decimal_value(self.level_fee_var.get(), "Gebühr")
deadline = int(self.level_deadline_var.get())
except (ValueError, TypeError) as exc:
messagebox.showerror("Ungültige Eingabe", str(exc), parent=self)
return
self.levels[int(selected[0])] = {
"name": name,
"fee": money_text(fee),
"payment_deadline_days": deadline,
}
self._refresh_levels()
def _add_level(self) -> None:
name = self.level_name_var.get().strip() or "Neue Mahnstufe"
try:
fee = decimal_value(self.level_fee_var.get() or "0", "Gebühr")
deadline = int(self.level_deadline_var.get() or "14")
except (ValueError, TypeError) as exc:
messagebox.showerror("Ungültige Eingabe", str(exc), parent=self)
return
self.levels.append({"name": name, "fee": money_text(fee), "payment_deadline_days": deadline})
self._refresh_levels()
def _remove_level(self) -> None:
selected = self.levels_tree.selection()
if not selected:
messagebox.showerror("Auswahl fehlt", "Bitte eine Mahnstufe auswählen.", parent=self)
return
del self.levels[int(selected[0])]
self._refresh_levels()
def _refresh_standard_items(self) -> None:
selected = self.standard_items_tree.selection()
self.standard_items_tree.delete(*self.standard_items_tree.get_children())
for index, item in enumerate(self.standard_items):
self.standard_items_tree.insert(
"",
"end",
iid=str(index),
values=(item.get("description", ""), f"{item.get('default_amount', '0.00')} EUR"),
)
if selected and self.standard_items_tree.exists(selected[0]):
self.standard_items_tree.selection_set(selected[0])
def _load_selected_standard_item(self) -> None:
selected = self.standard_items_tree.selection()
if not selected:
return
item = self.standard_items[int(selected[0])]
self.standard_item_description_var.set(item.get("description", ""))
self.standard_item_amount_var.set(str(item.get("default_amount", "0.00")))
def _apply_standard_item(self) -> None:
selected = self.standard_items_tree.selection()
if not selected:
messagebox.showerror("Auswahl fehlt", "Bitte eine Position auswählen.", parent=self)
return
description = self.standard_item_description_var.get().strip()
if not description:
messagebox.showerror("Beschreibung fehlt", "Bitte eine Beschreibung angeben.", parent=self)
return
try:
amount = decimal_value(self.standard_item_amount_var.get(), "Standardbetrag")
except ValueError as exc:
messagebox.showerror("Ungültiger Betrag", str(exc), parent=self)
return
self.standard_items[int(selected[0])] = {
"description": description,
"default_amount": money_text(amount),
}
self._refresh_standard_items()
def _add_standard_item(self) -> None:
description = self.standard_item_description_var.get().strip() or "Neue Position"
try:
amount = decimal_value(self.standard_item_amount_var.get() or "0", "Standardbetrag")
except ValueError as exc:
messagebox.showerror("Ungültiger Betrag", str(exc), parent=self)
return
self.standard_items.append({"description": description, "default_amount": money_text(amount)})
self._refresh_standard_items()
def _remove_standard_item(self) -> None:
selected = self.standard_items_tree.selection()
if not selected:
messagebox.showerror("Auswahl fehlt", "Bitte eine Position auswählen.", parent=self)
return
del self.standard_items[int(selected[0])]
self._refresh_standard_items()
def _choose_store(self) -> None:
current = Path(self.store_var.get()).expanduser() if self.store_var.get().strip() else Path.home()
initial = current if current.is_dir() else current.parent
@@ -377,6 +617,7 @@ class OptionsDialog(tk.Toplevel):
anniversary_before = _parse_day_window(self.anniversary_before_var.get(), "Jubiläen vorher")
anniversary_after = _parse_day_window(self.anniversary_after_var.get(), "Jubiläen nachher")
anniversary_intervals = normalize_anniversary_intervals(self.anniversary_intervals_var.get())
grace_days_after_due = _parse_day_window(self.grace_days_var.get(), "Kulanzfrist")
except (ValueError, IntervalValidationError) as exc:
messagebox.showerror("Ungültige Hausmeister-Einstellung", str(exc), parent=self)
return
@@ -439,6 +680,11 @@ class OptionsDialog(tk.Toplevel):
self.repository.save_organization(
{key: variable.get() for key, variable in self.organization_vars.items()}
)
self.repository.save_reminder_policy(
grace_days_after_due=grace_days_after_due,
levels=self.levels,
standard_fee_items=self.standard_items,
)
except (OSError, RepositoryError) as exc:
messagebox.showerror("Optionen konnten nicht gespeichert werden", str(exc), parent=self)
return
+3 -3
View File
@@ -345,13 +345,13 @@ def test_reminder_fee_increases_claim_and_is_audited(tmp_path) -> None:
name="Zahlungserinnerung",
payment_deadline_days=14,
detail="Per E-Mail versandt",
fee="5.00",
items=[{"description": "Mahngebühr", "amount": "5.00"}],
)
data, claim = repository.get_claim(member.member_id, "claim-1")
assert claim_total(claim) == Decimal("100.00")
assert reminder["status"] == "draft"
assert reminder["fee_item_id"] is None
assert reminder["fee_item_ids"] == []
repository.mark_reminder_sent(member.member_id, "claim-1", reminder["reminder_id"])
data, claim = repository.get_claim(member.member_id, "claim-1")
@@ -360,7 +360,7 @@ def test_reminder_fee_increases_claim_and_is_audited(tmp_path) -> None:
assert claim_total(claim) == Decimal("105.00")
assert sent["status"] == "sent"
assert sent["payment_deadline"]
assert sent["fee_item_id"]
assert sent["fee_item_ids"]
assert data.reminders[0]["detail"] == "Per E-Mail versandt"
assert repository.get_events(member.member_id)[-1].event_type == "reminder_sent"
+1 -1
View File
@@ -64,7 +64,7 @@ def test_reminder_mail_includes_fee_in_open_balance(tmp_path):
level=1,
name="Erste Mahnung",
payment_deadline_days=14,
fee="5.00",
items=[{"description": "Mahngebühr", "amount": "5.00"}],
)
generated = generate_and_send_reminder_mail(
+266 -2
View File
@@ -1,7 +1,10 @@
import json
from datetime import date, timedelta
from decimal import Decimal
import pytest
from ccma.domain.contributions import claim_total
from ccma.domain.models import ContributionData
from ccma.services.housekeeper import Housekeeper
from ccma.storage.repository import MemberRepository, RepositoryError
@@ -42,7 +45,7 @@ def test_reminder_rule_progresses_only_after_sent_deadline(tmp_path) -> None:
level=1,
name="Zahlungserinnerung",
payment_deadline_days=14,
fee="0.00",
items=[],
)
findings = housekeeper.run(today=date(2026, 2, 10))
reminder_task = next(item for item in findings if item.code == "reminder_due")
@@ -155,7 +158,7 @@ def test_reminder_levels_cannot_be_skipped(tmp_path) -> None:
level=2,
name="Erste Mahnung",
payment_deadline_days=14,
fee="5.00",
items=[{"description": "Mahngebühr", "amount": "5.00"}],
)
@@ -173,3 +176,264 @@ def test_payment_resolves_open_reminder_task(tmp_path) -> None:
findings = housekeeper.run(today=date(2026, 2, 10))
assert not any(item.code == "reminder_due" for item in findings)
def test_reminder_can_carry_multiple_fee_items(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
draft = repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Rücklastschrift",
payment_deadline_days=14,
items=[
{"description": "Rücklastschriftgebühr", "amount": "5.00"},
{"description": "Bankgebühr", "amount": "3.50"},
],
)
assert draft["fee_item_ids"] == []
sent = repository.mark_reminder_sent(member.member_id, "claim-1", draft["reminder_id"])
assert len(sent["fee_item_ids"]) == 2
data, claim = repository.get_claim(member.member_id, "claim-1")
descriptions = {item["description"] for item in claim["items"] if item["type"] == "fee"}
assert descriptions == {"Rücklastschriftgebühr", "Bankgebühr"}
assert claim_total(claim) == Decimal("108.50")
def test_reminder_items_require_a_description(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
with pytest.raises(RepositoryError, match="Beschreibung"):
repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Rücklastschrift",
payment_deadline_days=14,
items=[{"description": " ", "amount": "5.00"}],
)
def test_reminder_with_zero_amount_items_creates_no_claim_item(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
draft = repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Zahlungserinnerung",
payment_deadline_days=14,
items=[{"description": "Mahngebühr", "amount": "0.00"}],
)
sent = repository.mark_reminder_sent(member.member_id, "claim-1", draft["reminder_id"])
assert sent["fee_item_ids"] == []
_data, claim = repository.get_claim(member.member_id, "claim-1")
assert claim_total(claim) == Decimal("100.00")
def test_reminder_policy_round_trips_through_save_and_get(tmp_path) -> None:
repository = MemberRepository(tmp_path)
repository.initialize()
repository.save_reminder_policy(
grace_days_after_due=10,
levels=[
{"name": "Zahlungserinnerung", "fee": "0.00", "payment_deadline_days": 10},
{"name": "Mahnung", "fee": "7.50", "payment_deadline_days": 14},
],
standard_fee_items=[
{"description": "Rücklastschriftgebühr", "default_amount": "6.00"},
],
)
policy = repository.get_reminder_policy()
assert policy["grace_days_after_due"] == 10
assert [level["level"] for level in policy["levels"]] == [1, 2]
assert policy["levels"][1]["name"] == "Mahnung"
assert policy["levels"][1]["fee"] == "7.50"
assert policy["standard_fee_items"] == [
{"description": "Rücklastschriftgebühr", "default_amount": "6.00"}
]
def test_reminder_policy_rejects_invalid_input(tmp_path) -> None:
repository = MemberRepository(tmp_path)
repository.initialize()
with pytest.raises(RepositoryError, match="Mindestens eine Mahnstufe"):
repository.save_reminder_policy(grace_days_after_due=7, levels=[], standard_fee_items=[])
with pytest.raises(RepositoryError, match="benötigt einen Namen"):
repository.save_reminder_policy(
grace_days_after_due=7,
levels=[{"name": " ", "fee": "0.00", "payment_deadline_days": 14}],
standard_fee_items=[],
)
with pytest.raises(RepositoryError, match="nicht negativ"):
repository.save_reminder_policy(
grace_days_after_due=7,
levels=[{"name": "Mahnung", "fee": "-1.00", "payment_deadline_days": 14}],
standard_fee_items=[],
)
def test_edit_reminder_draft_updates_fields_but_not_level(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
draft = repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Zahlungserinnerung",
payment_deadline_days=14,
items=[],
)
edited = repository.edit_reminder_draft(
member.member_id,
"claim-1",
draft["reminder_id"],
name="Erste Mahnung",
payment_deadline_days=10,
detail="Bitte um Ausgleich.",
items=[{"description": "Mahngebühr", "amount": "5.00"}],
)
assert edited["level"] == 1
assert edited["name"] == "Erste Mahnung"
assert edited["payment_deadline_days"] == 10
assert edited["detail"] == "Bitte um Ausgleich."
assert edited["items"] == [{"description": "Mahngebühr", "amount": "5.00"}]
def test_edit_reminder_draft_rejects_already_sent_reminder(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
draft = repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Zahlungserinnerung",
payment_deadline_days=14,
items=[],
)
repository.mark_reminder_sent(member.member_id, "claim-1", draft["reminder_id"])
with pytest.raises(RepositoryError, match="Nur ein Entwurf"):
repository.edit_reminder_draft(
member.member_id,
"claim-1",
draft["reminder_id"],
name="Andere Bezeichnung",
payment_deadline_days=14,
)
def test_revert_reminder_sent_removes_booked_fee_and_reopens_draft(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
draft = repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Rücklastschrift",
payment_deadline_days=14,
items=[{"description": "Rücklastschriftgebühr", "amount": "5.00"}],
)
sent = repository.mark_reminder_sent(member.member_id, "claim-1", draft["reminder_id"])
assert len(sent["fee_item_ids"]) == 1
_data, claim = repository.get_claim(member.member_id, "claim-1")
assert claim_total(claim) == Decimal("105.00")
reverted = repository.revert_reminder_sent(member.member_id, "claim-1", draft["reminder_id"])
assert reverted["status"] == "draft"
assert reverted["sent_at"] is None
assert reverted["payment_deadline"] is None
assert reverted["fee_item_ids"] == []
_data, claim = repository.get_claim(member.member_id, "claim-1")
assert claim_total(claim) == Decimal("100.00")
descriptions = {item["description"] for item in claim["items"]}
assert "Rücklastschriftgebühr" not in descriptions
# Now editable and re-sendable, e.g. after fixing the wording.
repository.edit_reminder_draft(
member.member_id,
"claim-1",
draft["reminder_id"],
name="Rücklastschrift",
payment_deadline_days=14,
items=[{"description": "Rücklastschriftgebühr", "amount": "7.50"}],
)
repository.mark_reminder_sent(member.member_id, "claim-1", draft["reminder_id"])
_data, claim = repository.get_claim(member.member_id, "claim-1")
assert claim_total(claim) == Decimal("107.50")
def test_revert_reminder_sent_rejects_when_higher_level_exists(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
first = repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Zahlungserinnerung",
payment_deadline_days=14,
items=[],
)
repository.mark_reminder_sent(member.member_id, "claim-1", first["reminder_id"])
repository.create_reminder_draft(
member.member_id,
"claim-1",
level=2,
name="Erste Mahnung",
payment_deadline_days=14,
items=[{"description": "Mahngebühr", "amount": "5.00"}],
)
with pytest.raises(RepositoryError, match="höhere Mahnstufe"):
repository.revert_reminder_sent(member.member_id, "claim-1", first["reminder_id"])
def test_revert_reminder_sent_rejects_when_payment_already_covers_fee(tmp_path) -> None:
repository, member = _overdue_claim_repository(tmp_path)
draft = repository.create_reminder_draft(
member.member_id,
"claim-1",
level=1,
name="Rücklastschrift",
payment_deadline_days=14,
items=[{"description": "Rücklastschriftgebühr", "amount": "5.00"}],
)
repository.mark_reminder_sent(member.member_id, "claim-1", draft["reminder_id"])
repository.record_payment(
member.member_id,
"claim-1",
payment_date="2026-02-10",
amount="105.00",
allocation_amount="105.00",
)
with pytest.raises(RepositoryError, match="bereits Zahlungen verbucht"):
repository.revert_reminder_sent(member.member_id, "claim-1", draft["reminder_id"])
def test_reminder_policy_backfills_standard_fee_items_for_old_repositories(tmp_path) -> None:
repository = MemberRepository(tmp_path)
repository.initialize()
config_path = tmp_path / "repository.json"
raw = json.loads(config_path.read_text(encoding="utf-8"))
# Simulate a repository created before "standard_fee_items" existed at all.
del raw["reminder_policy"]["standard_fee_items"]
config_path.write_text(json.dumps(raw), encoding="utf-8")
policy = repository.get_reminder_policy()
assert policy["standard_fee_items"], "should fall back to built-in defaults"
assert any(item["description"] == "Rücklastschriftgebühr" for item in policy["standard_fee_items"])
# But once the board explicitly saves an empty list, that choice is respected.
repository.save_reminder_policy(
grace_days_after_due=policy["grace_days_after_due"],
levels=policy["levels"],
standard_fee_items=[],
)
assert repository.get_reminder_policy()["standard_fee_items"] == []