feat: add itemized claims and payments

2026-07-01 11:14:52 +02:00 · 2026-06-21 18:20:55 +02:00
parent c717d6806b
commit 80d4d5ef90
12 changed files with 1049 additions and 6 deletions
@@ -61,4 +61,17 @@ CCMA performs all file writes, duplicate checks, audit events, and atomic update
 the pending run ID. A failed run therefore cannot advance the stored counter or
 silently resolve existing tasks.

+## Claims and payments
+
+Claims are stored in the member's `contributions.json`. A claim consists of
+signed line items; fees increase and credits reduce its total. Payments remain
+separate records and allocations connect one payment to one or more claims.
+This supports partial payments, shared annual payments, unallocated credit, and
+optional GnuCash transaction IDs without duplicating a bank transaction.
+
+Claim status and outstanding balance are derived from line items and payment
+allocations. Reminders are separate processes and only change the amount when
+they explicitly add a fee line item. Every change is also appended to the
+member's `events.jsonl` audit trail.
+
 Do not place a real member store inside the source repository.
@@ -23,6 +23,7 @@
      "Ein Akten-Preflight sperrt bei beschädigten Mitglieder-, Beitrags- oder Eventdateien alle Regeln für die betroffene Akte.",
      "Der Hausmeister-Tab zeigt den vollständigen Inhalt eines markierten Vorgangs in einem mehrzeiligen Detailbereich.",
      "Hausmeister-Tasks lassen sich manuell löschen; Einträge entfernter Mitgliederakten werden beim nächsten Lauf bereinigt.",
+      "Forderungen besitzen eigene Tabs mit Positionen, Teilzahlungen, GnuCash-Referenzen, Zahlungszuordnungen, Mahnungen und Gebühren.",
      "Hausmeister um konfigurierbare Geburtstags- und Mitgliedsjubiläumsmeldungen erweitert.",
      "Statusänderungen werden mit altem und neuem Klartextwert in der Mitgliederchronik protokolliert.",
      "Fensterposition, normaler Fensterzustand und Maximierung werden gespeichert; der Splash startet auf dem zuletzt verwendeten Monitor.",
@@ -0,0 +1,104 @@
+from __future__ import annotations
+
+from datetime import date
+from decimal import ROUND_HALF_UP, Decimal, InvalidOperation
+from typing import Any
+
+from ccma.domain.models import ContributionData
+
+CENT = Decimal("0.01")
+
+CLAIM_STATUS_LABELS = {
+    "open": "OFFEN",
+    "partially_paid": "TEILBEZAHLT",
+    "paid": "BEZAHLT",
+    "overpaid": "ÜBERZAHLT",
+    "overdue": "ÜBERFÄLLIG",
+    "cancelled": "STORNIERT",
+}
+
+
+def decimal_value(value: Any, field_name: str = "Betrag") -> Decimal:
+    text = str(value).strip().replace(",", ".")
+    try:
+        return Decimal(text).quantize(CENT, rounding=ROUND_HALF_UP)
+    except (InvalidOperation, ValueError) as exc:
+        raise ValueError(f"{field_name} ist kein gültiger Geldbetrag.") from exc
+
+
+def money_text(value: Decimal | str) -> str:
+    return f"{decimal_value(value):.2f}"
+
+
+def claim_items(claim: dict[str, Any]) -> list[dict[str, Any]]:
+    items = claim.get("items")
+    if isinstance(items, list) and items:
+        return items
+    amount = decimal_value(claim.get("amount", "0"))
+    return [
+        {
+            "item_id": "legacy-base",
+            "type": "base",
+            "description": str(claim.get("title") or "Forderung"),
+            "quantity": "1.00",
+            "unit_price": money_text(amount),
+            "amount": money_text(amount),
+        }
+    ]
+
+
+def materialize_claim_items(claim: dict[str, Any]) -> list[dict[str, Any]]:
+    if not isinstance(claim.get("items"), list) or not claim["items"]:
+        claim["items"] = claim_items(claim)
+    return claim["items"]
+
+
+def claim_total(claim: dict[str, Any]) -> Decimal:
+    return sum((decimal_value(item.get("amount", "0")) for item in claim_items(claim)), Decimal("0"))
+
+
+def allocated_total(data: ContributionData, claim_id: str) -> Decimal:
+    return sum(
+        (
+            decimal_value(allocation.get("amount", "0"))
+            for allocation in data.allocations
+            if str(allocation.get("claim_id", "")) == claim_id
+        ),
+        Decimal("0"),
+    )
+
+
+def payment_allocated_total(data: ContributionData, payment_id: str) -> Decimal:
+    return sum(
+        (
+            decimal_value(allocation.get("amount", "0"))
+            for allocation in data.allocations
+            if str(allocation.get("payment_id", "")) == payment_id
+        ),
+        Decimal("0"),
+    )
+
+
+def claim_balance(data: ContributionData, claim: dict[str, Any]) -> Decimal:
+    return (claim_total(claim) - allocated_total(data, str(claim.get("claim_id", "")))).quantize(CENT)
+
+
+def claim_status(data: ContributionData, claim: dict[str, Any], *, today: date | None = None) -> str:
+    if str(claim.get("status", "")) == "cancelled":
+        return "cancelled"
+    total = claim_total(claim)
+    paid = allocated_total(data, str(claim.get("claim_id", "")))
+    balance = total - paid
+    if balance < 0:
+        return "overpaid"
+    if balance == 0:
+        return "paid"
+    if paid > 0:
+        return "partially_paid"
+    try:
+        due = date.fromisoformat(str(claim.get("due_date", "")))
+    except ValueError:
+        due = None
+    if due and due < (today or date.today()):
+        return "overdue"
+    return "open"
@@ -138,6 +138,7 @@ class ContributionData:
    claims: list[dict[str, Any]] = field(default_factory=list)
    payments: list[dict[str, Any]] = field(default_factory=list)
    allocations: list[dict[str, Any]] = field(default_factory=list)
+    reminders: list[dict[str, Any]] = field(default_factory=list)
    schema_version: int = 1

    def to_dict(self) -> dict[str, Any]:
@@ -146,6 +147,7 @@ class ContributionData:
            "claims": self.claims,
            "payments": self.payments,
            "allocations": self.allocations,
+            "reminders": self.reminders,
        }

    @classmethod
@@ -155,6 +157,7 @@ class ContributionData:
            claims=list(data.get("claims") or []),
            payments=list(data.get("payments") or []),
            allocations=list(data.get("allocations") or []),
+            reminders=list(data.get("reminders") or []),
        )


@@ -1,5 +1,6 @@
 from datetime import date

+from ccma.domain.contributions import claim_status
 from ccma.rules.api import RuleContext, task

 RULE_ID = "claim-status"
@@ -9,7 +10,11 @@ ORDER = 50
 def evaluate(context: RuleContext):
    actions = []
    for claim in context.contributions.claims:
-        if str(claim.get("status", "open")) not in {"open", "partially_paid"}:
+        if claim_status(context.contributions, claim, today=context.today) not in {
+            "open",
+            "partially_paid",
+            "overdue",
+        }:
            continue
        try:
            due = date.fromisoformat(str(claim.get("due_date", "")))
@@ -229,6 +229,18 @@ class Housekeeper:
                    "script_hash": rule.script_hash,
                },
            }
+            if not claim.get("items"):
+                claim["items"] = [
+                    {
+                        "item_id": str(uuid4()),
+                        "type": "base",
+                        "description": str(claim.get("title", claim_key)),
+                        "quantity": "1.00",
+                        "unit_price": str(claim.get("amount", "0.00")),
+                        "amount": str(claim.get("amount", "0.00")),
+                        "created_at": now,
+                    }
+                ]
            data.claims.append(claim)
            self.repository.save_contributions(action.member_id, data)
            self.repository.append_event(
@@ -9,6 +9,14 @@ from pathlib import Path
 from string import Formatter
 from uuid import uuid4

+from ccma.domain.contributions import (
+    claim_balance,
+    claim_total,
+    decimal_value,
+    materialize_claim_items,
+    money_text,
+    payment_allocated_total,
+)
 from ccma.domain.dates import DateValidationError, normalize_date_input, validate_member_dates
 from ccma.domain.models import MEMBERSHIP_STATUS_LABELS, ContributionData, Event, Member
 from ccma.storage.atomic import read_json, write_json_atomic
@@ -229,7 +237,7 @@ class MemberRepository:
            raw = read_json(path)
            if not isinstance(raw, dict):
                raise TypeError("Wurzelelement muss ein JSON-Objekt sein")
-            for field_name in ("claims", "payments", "allocations"):
+            for field_name in ("claims", "payments", "allocations", "reminders"):
                if field_name in raw and not isinstance(raw[field_name], list):
                    raise TypeError(f"{field_name} muss eine JSON-Liste sein")
                if field_name in raw and any(not isinstance(item, dict) for item in raw[field_name]):
@@ -244,6 +252,224 @@ class MemberRepository:
        self.get_member(member_id)
        write_json_atomic(self._member_path(member_id) / "contributions.json", data.to_dict())

+    def get_claim(self, member_id: str, claim_id: str) -> tuple[ContributionData, dict]:
+        data = self.get_contributions(member_id)
+        claim = next(
+            (item for item in data.claims if str(item.get("claim_id", "")) == claim_id),
+            None,
+        )
+        if claim is None:
+            raise RepositoryError(f"Forderung nicht gefunden: {claim_id}")
+        return data, claim
+
+    def add_claim_item(
+        self,
+        member_id: str,
+        claim_id: str,
+        *,
+        description: str,
+        quantity: str,
+        unit_price: str,
+        item_type: str = "correction",
+    ) -> dict:
+        if not description.strip():
+            raise RepositoryError("Eine Beschreibung ist erforderlich.")
+        try:
+            selected_quantity = decimal_value(quantity, "Menge")
+            selected_unit_price = decimal_value(unit_price, "Einzelpreis")
+        except ValueError as exc:
+            raise RepositoryError(str(exc)) from exc
+        if selected_quantity == 0:
+            raise RepositoryError("Die Menge darf nicht null sein.")
+        data, claim = self.get_claim(member_id, claim_id)
+        if str(claim.get("status", "")) == "cancelled":
+            raise RepositoryError("Eine stornierte Forderung kann nicht verändert werden.")
+        amount = selected_quantity * selected_unit_price
+        item = {
+            "item_id": str(uuid4()),
+            "type": item_type.strip() or "correction",
+            "description": description.strip(),
+            "quantity": money_text(selected_quantity),
+            "unit_price": money_text(selected_unit_price),
+            "amount": money_text(amount),
+            "created_at": datetime.now().astimezone().isoformat(timespec="seconds"),
+        }
+        materialize_claim_items(claim).append(item)
+        claim["amount"] = money_text(claim_total(claim))
+        self.save_contributions(member_id, data)
+        self.append_event(
+            member_id,
+            event_type="claim_item_added",
+            summary=f"Forderungsposition ergänzt: {item['description']} ({item['amount']} EUR)",
+            references={"claim_id": claim_id, "item_id": str(item["item_id"])},
+        )
+        return item
+
+    def record_payment(
+        self,
+        member_id: str,
+        claim_id: str,
+        *,
+        payment_date: str,
+        amount: str,
+        allocation_amount: str,
+        gnucash_transaction_id: str = "",
+        reference: str = "",
+    ) -> dict:
+        try:
+            normalized_date = normalize_date_input(payment_date, "Zahlungsdatum")
+            selected_amount = decimal_value(amount)
+            selected_allocation = decimal_value(allocation_amount, "Zuordnung")
+        except (DateValidationError, ValueError) as exc:
+            raise RepositoryError(str(exc)) from exc
+        if not normalized_date:
+            raise RepositoryError("Zahlungsdatum ist erforderlich.")
+        if selected_amount <= 0:
+            raise RepositoryError("Der Zahlungsbetrag muss größer als null sein.")
+        if selected_allocation <= 0 or selected_allocation > selected_amount:
+            raise RepositoryError(
+                "Die Zuordnung muss größer als null und höchstens so hoch wie die Zahlung sein."
+            )
+        gnucash_id = gnucash_transaction_id.strip()
+        if gnucash_id:
+            self._assert_gnucash_id_available(gnucash_id)
+        data, claim = self.get_claim(member_id, claim_id)
+        payment = {
+            "payment_id": str(uuid4()),
+            "date": normalized_date,
+            "amount": money_text(selected_amount),
+            "method": "bank_transfer",
+            "gnucash_transaction_id": gnucash_id,
+            "reference": reference.strip(),
+            "created_at": datetime.now().astimezone().isoformat(timespec="seconds"),
+        }
+        allocation = {
+            "allocation_id": str(uuid4()),
+            "payment_id": payment["payment_id"],
+            "claim_id": claim_id,
+            "amount": money_text(selected_allocation),
+        }
+        data.payments.append(payment)
+        data.allocations.append(allocation)
+        self.save_contributions(member_id, data)
+        self.append_event(
+            member_id,
+            event_type="payment_recorded",
+            summary=f"Zahlung eingegangen: {payment['amount']} EUR",
+            references={"claim_id": claim_id, "payment_id": str(payment["payment_id"])},
+            data={"allocation_amount": allocation["amount"]},
+        )
+        return payment
+
+    def allocate_payment(self, member_id: str, claim_id: str, *, payment_id: str, amount: str) -> dict:
+        data, _claim = self.get_claim(member_id, claim_id)
+        payment = next(
+            (item for item in data.payments if str(item.get("payment_id", "")) == payment_id),
+            None,
+        )
+        if payment is None:
+            raise RepositoryError("Zahlung nicht gefunden.")
+        try:
+            selected_amount = decimal_value(amount, "Zuordnung")
+            available = decimal_value(payment.get("amount", "0")) - payment_allocated_total(data, payment_id)
+        except ValueError as exc:
+            raise RepositoryError(str(exc)) from exc
+        if selected_amount <= 0 or selected_amount > available:
+            raise RepositoryError(f"Es sind nur {money_text(available)} EUR dieser Zahlung verfügbar.")
+        allocation = {
+            "allocation_id": str(uuid4()),
+            "payment_id": payment_id,
+            "claim_id": claim_id,
+            "amount": money_text(selected_amount),
+        }
+        data.allocations.append(allocation)
+        self.save_contributions(member_id, data)
+        self.append_event(
+            member_id,
+            event_type="payment_allocated",
+            summary=f"Zahlung zugeordnet: {allocation['amount']} EUR",
+            references={"claim_id": claim_id, "payment_id": payment_id},
+        )
+        return allocation
+
+    def add_reminder(
+        self,
+        member_id: str,
+        claim_id: str,
+        *,
+        level: int,
+        detail: str = "",
+        fee: str = "0",
+    ) -> dict:
+        if level < 1:
+            raise RepositoryError("Die Mahnstufe muss mindestens 1 sein.")
+        try:
+            selected_fee = decimal_value(fee, "Mahngebühr")
+        except ValueError as exc:
+            raise RepositoryError(str(exc)) from exc
+        if selected_fee < 0:
+            raise RepositoryError("Die Mahngebühr darf nicht negativ sein.")
+        data, claim = self.get_claim(member_id, claim_id)
+        if str(claim.get("status", "")) == "cancelled":
+            raise RepositoryError("Eine stornierte Forderung kann nicht gemahnt werden.")
+        reminder = {
+            "reminder_id": str(uuid4()),
+            "claim_id": claim_id,
+            "level": level,
+            "detail": detail.strip(),
+            "created_at": datetime.now().astimezone().isoformat(timespec="seconds"),
+            "fee_item_id": None,
+        }
+        if selected_fee > 0:
+            item = {
+                "item_id": str(uuid4()),
+                "type": "fee",
+                "description": f"Mahngebühr Stufe {level}",
+                "quantity": "1.00",
+                "unit_price": money_text(selected_fee),
+                "amount": money_text(selected_fee),
+                "created_at": reminder["created_at"],
+            }
+            materialize_claim_items(claim).append(item)
+            claim["amount"] = money_text(claim_total(claim))
+            reminder["fee_item_id"] = item["item_id"]
+        data.reminders.append(reminder)
+        self.save_contributions(member_id, data)
+        self.append_event(
+            member_id,
+            event_type="reminder_created",
+            summary=f"Mahnung Stufe {level} erfasst",
+            references={"claim_id": claim_id, "reminder_id": str(reminder["reminder_id"])},
+            data={"fee": money_text(selected_fee)},
+        )
+        return reminder
+
+    def cancel_claim(self, member_id: str, claim_id: str) -> None:
+        data, claim = self.get_claim(member_id, claim_id)
+        if claim_balance(data, claim) != claim_total(claim):
+            raise RepositoryError("Eine Forderung mit Zahlungszuordnungen kann nicht storniert werden.")
+        claim["status"] = "cancelled"
+        claim["cancelled_at"] = datetime.now().astimezone().isoformat(timespec="seconds")
+        self.save_contributions(member_id, data)
+        self.append_event(
+            member_id,
+            event_type="claim_cancelled",
+            summary=f"Forderung storniert: {claim.get('title', claim_id)}",
+            references={"claim_id": claim_id},
+        )
+
+    def _assert_gnucash_id_available(self, transaction_id: str) -> None:
+        selected = transaction_id.casefold()
+        for member in self.list_members():
+            try:
+                payments = self.get_contributions(member.member_id).payments
+            except RepositoryError:
+                continue
+            if any(
+                str(payment.get("gnucash_transaction_id", "")).casefold() == selected for payment in payments
+            ):
+                raise RepositoryError(f"GnuCash-ID bereits verwendet: {transaction_id}")
+
    def append_event(
        self,
        member_id: str,
@@ -0,0 +1,462 @@
+from __future__ import annotations
+
+import tkinter as tk
+from collections.abc import Callable
+from datetime import date
+from decimal import Decimal
+from tkinter import messagebox, ttk
+
+from ccma.domain.contributions import (
+    CLAIM_STATUS_LABELS,
+    allocated_total,
+    claim_balance,
+    claim_items,
+    claim_status,
+    claim_total,
+    decimal_value,
+    money_text,
+    payment_allocated_total,
+)
+from ccma.domain.dates import date_input_hint, format_date_for_display
+from ccma.storage.repository import MemberRepository, RepositoryError
+
+
+class ClaimTab(ttk.Frame):
+    def __init__(
+        self,
+        master: tk.Misc,
+        repository: MemberRepository,
+        member_id: str,
+        claim_id: str,
+        on_close: Callable[[], None],
+        on_changed: Callable[[], None],
+    ):
+        super().__init__(master, padding=12)
+        self.repository = repository
+        self.member_id = member_id
+        self.claim_id = claim_id
+        self.on_close = on_close
+        self.on_changed = on_changed
+        self._build_ui()
+        self.refresh()
+
+    def _build_ui(self) -> None:
+        self.columnconfigure(0, weight=1)
+        self.rowconfigure(2, weight=1)
+        header = ttk.Frame(self)
+        header.grid(row=0, column=0, sticky="ew", pady=(0, 12))
+        header.columnconfigure(0, weight=1)
+        self.title_var = tk.StringVar()
+        self.subtitle_var = tk.StringVar()
+        ttk.Label(header, textvariable=self.title_var, style="TabTitle.TLabel").grid(
+            row=0, column=0, sticky="w"
+        )
+        ttk.Label(header, textvariable=self.subtitle_var, style="Mono.TLabel").grid(
+            row=1, column=0, sticky="w", pady=(3, 0)
+        )
+        ttk.Button(header, text="Tab schließen", command=self.on_close).grid(row=0, column=1, rowspan=2)
+
+        summary = ttk.Frame(self)
+        summary.grid(row=1, column=0, sticky="ew", pady=(0, 12))
+        self.summary_vars: dict[str, tk.StringVar] = {}
+        for column, (key, title) in enumerate(
+            (("total", "GESAMT"), ("paid", "BEZAHLT"), ("balance", "OFFEN"), ("status", "STATUS"))
+        ):
+            card = ttk.Frame(summary, style="Card.TFrame", padding=12)
+            card.grid(row=0, column=column, sticky="nsew", padx=(0, 8))
+            summary.columnconfigure(column, weight=1)
+            ttk.Label(card, text=title, style="CardTitle.TLabel").pack(anchor="w")
+            variable = tk.StringVar()
+            self.summary_vars[key] = variable
+            ttk.Label(card, textvariable=variable, style="CardValue.TLabel").pack(anchor="w", pady=(5, 0))
+
+        notebook = ttk.Notebook(self)
+        notebook.grid(row=2, column=0, sticky="nsew")
+        positions = ttk.Frame(notebook, padding=12)
+        payments = ttk.Frame(notebook, padding=12)
+        reminders = ttk.Frame(notebook, padding=12)
+        notebook.add(positions, text="Positionen")
+        notebook.add(payments, text="Zahlungen")
+        notebook.add(reminders, text="Mahnungen")
+        self._build_positions(positions)
+        self._build_payments(payments)
+        self._build_reminders(reminders)
+
+        footer = ttk.Frame(self)
+        footer.grid(row=3, column=0, sticky="ew", pady=(10, 0))
+        footer.columnconfigure(0, weight=1)
+        self.cancel_button = ttk.Button(footer, text="Forderung stornieren", command=self._cancel_claim)
+        self.cancel_button.grid(row=0, column=1, sticky="e")
+
+    def _build_positions(self, parent: ttk.Frame) -> None:
+        parent.columnconfigure(0, weight=1)
+        parent.rowconfigure(0, weight=1)
+        self.positions = ttk.Treeview(
+            parent, columns=("type", "description", "quantity", "unit", "amount"), show="headings"
+        )
+        for key, title, width in (
+            ("type", "Typ", 100),
+            ("description", "Beschreibung", 360),
+            ("quantity", "Menge", 80),
+            ("unit", "Einzelpreis", 100),
+            ("amount", "Betrag", 100),
+        ):
+            self.positions.heading(key, text=title)
+            self.positions.column(key, width=width, anchor="w")
+        self.positions.grid(row=0, column=0, sticky="nsew")
+        ttk.Button(parent, text="Position hinzufügen", command=self._add_item).grid(
+            row=1, column=0, sticky="e", pady=(10, 0)
+        )
+
+    def _build_payments(self, parent: ttk.Frame) -> None:
+        parent.columnconfigure(0, weight=1)
+        parent.rowconfigure(0, weight=1)
+        self.payments = ttk.Treeview(
+            parent, columns=("date", "allocated", "payment", "gnucash", "reference"), show="headings"
+        )
+        for key, title, width in (
+            ("date", "Datum", 110),
+            ("allocated", "Zugeordnet", 100),
+            ("payment", "Zahlung gesamt", 110),
+            ("gnucash", "GnuCash-ID", 180),
+            ("reference", "Referenz", 280),
+        ):
+            self.payments.heading(key, text=title)
+            self.payments.column(key, width=width, anchor="w")
+        self.payments.grid(row=0, column=0, sticky="nsew")
+        buttons = ttk.Frame(parent)
+        buttons.grid(row=1, column=0, sticky="e", pady=(10, 0))
+        ttk.Button(buttons, text="Vorhandene Zahlung zuordnen", command=self._allocate_payment).pack(
+            side="left", padx=(0, 8)
+        )
+        ttk.Button(buttons, text="Zahlung erfassen", command=self._record_payment).pack(side="left")
+
+    def _build_reminders(self, parent: ttk.Frame) -> None:
+        parent.columnconfigure(0, weight=1)
+        parent.rowconfigure(0, weight=1)
+        self.reminders = ttk.Treeview(parent, columns=("created", "level", "detail", "fee"), show="headings")
+        for key, title, width in (
+            ("created", "Erstellt", 150),
+            ("level", "Stufe", 80),
+            ("detail", "Details", 430),
+            ("fee", "Gebühr", 100),
+        ):
+            self.reminders.heading(key, text=title)
+            self.reminders.column(key, width=width, anchor="w")
+        self.reminders.grid(row=0, column=0, sticky="nsew")
+        ttk.Button(parent, text="Mahnung erfassen", command=self._add_reminder).grid(
+            row=1, column=0, sticky="e", pady=(10, 0)
+        )
+
+    def refresh(self) -> None:
+        try:
+            self.data, self.claim = self.repository.get_claim(self.member_id, self.claim_id)
+            member = self.repository.get_member(self.member_id)
+        except RepositoryError as exc:
+            messagebox.showerror("Forderung konnte nicht geladen werden", str(exc), parent=self)
+            return
+        total = claim_total(self.claim)
+        paid = allocated_total(self.data, self.claim_id)
+        balance = claim_balance(self.data, self.claim)
+        status = claim_status(self.data, self.claim)
+        self.title_var.set(str(self.claim.get("title") or "Forderung"))
+        due = format_date_for_display(str(self.claim.get("due_date", "")))
+        self.subtitle_var.set(
+            f"{member.member_number} · {member.display_name} · Fällig: {due or '—'} · {self.claim_id}"
+        )
+        self.summary_vars["total"].set(f"{money_text(total)} EUR")
+        self.summary_vars["paid"].set(f"{money_text(paid)} EUR")
+        self.summary_vars["balance"].set(f"{money_text(balance)} EUR")
+        self.summary_vars["status"].set(CLAIM_STATUS_LABELS.get(status, status.upper()))
+        self.cancel_button.configure(state="disabled" if status == "cancelled" else "normal")
+        self._render_positions()
+        self._render_payments()
+        self._render_reminders()
+
+    def _render_positions(self) -> None:
+        self.positions.delete(*self.positions.get_children())
+        for item in claim_items(self.claim):
+            self.positions.insert(
+                "",
+                "end",
+                iid=str(item.get("item_id", "")),
+                values=(
+                    item.get("type", ""),
+                    item.get("description", ""),
+                    item.get("quantity", "1"),
+                    item.get("unit_price", item.get("amount", "")),
+                    item.get("amount", ""),
+                ),
+            )
+
+    def _render_payments(self) -> None:
+        self.payments.delete(*self.payments.get_children())
+        payment_by_id = {str(item.get("payment_id")): item for item in self.data.payments}
+        for allocation in self.data.allocations:
+            if str(allocation.get("claim_id", "")) != self.claim_id:
+                continue
+            payment = payment_by_id.get(str(allocation.get("payment_id", "")), {})
+            self.payments.insert(
+                "",
+                "end",
+                iid=str(allocation.get("allocation_id", "")),
+                values=(
+                    format_date_for_display(str(payment.get("date", ""))),
+                    allocation.get("amount", ""),
+                    payment.get("amount", ""),
+                    payment.get("gnucash_transaction_id", ""),
+                    payment.get("reference", ""),
+                ),
+            )
+
+    def _render_reminders(self) -> None:
+        self.reminders.delete(*self.reminders.get_children())
+        items = {str(item.get("item_id")): item for item in claim_items(self.claim)}
+        for reminder in self.data.reminders:
+            if str(reminder.get("claim_id", "")) != self.claim_id:
+                continue
+            fee_item = items.get(str(reminder.get("fee_item_id", "")), {})
+            self.reminders.insert(
+                "",
+                "end",
+                iid=str(reminder.get("reminder_id", "")),
+                values=(
+                    str(reminder.get("created_at", ""))[:16],
+                    reminder.get("level", ""),
+                    reminder.get("detail", ""),
+                    fee_item.get("amount", "0.00"),
+                ),
+            )
+
+    def _add_item(self) -> None:
+        ItemDialog(self, self.repository, self.member_id, self.claim_id, self._changed)
+
+    def _record_payment(self) -> None:
+        PaymentDialog(
+            self,
+            self.repository,
+            self.member_id,
+            self.claim_id,
+            claim_balance(self.data, self.claim),
+            self._changed,
+        )
+
+    def _allocate_payment(self) -> None:
+        AllocatePaymentDialog(
+            self,
+            self.repository,
+            self.member_id,
+            self.claim_id,
+            claim_balance(self.data, self.claim),
+            self._changed,
+        )
+
+    def _add_reminder(self) -> None:
+        ReminderDialog(self, self.repository, self.member_id, self.claim_id, self._changed)
+
+    def _cancel_claim(self) -> None:
+        if not messagebox.askyesno(
+            "Forderung stornieren", "Diese Forderung wirklich stornieren?", parent=self
+        ):
+            return
+        try:
+            self.repository.cancel_claim(self.member_id, self.claim_id)
+        except RepositoryError as exc:
+            messagebox.showerror("Storno fehlgeschlagen", str(exc), parent=self)
+            return
+        self._changed()
+
+    def _changed(self) -> None:
+        self.refresh()
+        self.on_changed()
+
+
+class _Dialog(tk.Toplevel):
+    def __init__(self, master: tk.Misc, title: str, on_saved: Callable[[], None]):
+        super().__init__(master)
+        self.on_saved = on_saved
+        self.title(title)
+        self.transient(master.winfo_toplevel())
+        self.grab_set()
+        self.resizable(False, False)
+        self.frame = ttk.Frame(self, padding=18)
+        self.frame.pack(fill="both", expand=True)
+        self.bind("<Escape>", lambda _event: self.destroy())
+
+    def _buttons(self, row: int, command: Callable[[], None]) -> None:
+        buttons = ttk.Frame(self.frame)
+        buttons.grid(row=row, column=0, columnspan=2, sticky="e", pady=(16, 0))
+        ttk.Button(buttons, text="Abbrechen", command=self.destroy).pack(side="left", padx=(0, 8))
+        ttk.Button(buttons, text="Speichern", style="Accent.TButton", command=command).pack(side="left")
+
+
+class ItemDialog(_Dialog):
+    def __init__(self, master, repository, member_id, claim_id, on_saved):
+        super().__init__(master, "Forderungsposition hinzufügen", on_saved)
+        self.repository, self.member_id, self.claim_id = repository, member_id, claim_id
+        self.type_var = tk.StringVar(value="correction")
+        self.description_var = tk.StringVar()
+        self.quantity_var = tk.StringVar(value="1")
+        self.unit_var = tk.StringVar()
+        fields = (
+            ("Typ", self.type_var),
+            ("Beschreibung", self.description_var),
+            ("Menge", self.quantity_var),
+            ("Einzelpreis", self.unit_var),
+        )
+        for row, (label, variable) in enumerate(fields):
+            ttk.Label(self.frame, text=label).grid(row=row, column=0, sticky="w", pady=5, padx=(0, 12))
+            if row == 0:
+                ttk.Combobox(
+                    self.frame,
+                    textvariable=variable,
+                    values=("base", "product", "service", "fee", "discount", "credit", "correction"),
+                    state="readonly",
+                    width=32,
+                ).grid(row=row, column=1, sticky="ew", pady=5)
+            else:
+                ttk.Entry(self.frame, textvariable=variable, width=35).grid(row=row, column=1, pady=5)
+        self._buttons(len(fields), self._save)
+
+    def _save(self):
+        try:
+            self.repository.add_claim_item(
+                self.member_id,
+                self.claim_id,
+                description=self.description_var.get(),
+                quantity=self.quantity_var.get(),
+                unit_price=self.unit_var.get(),
+                item_type=self.type_var.get(),
+            )
+        except RepositoryError as exc:
+            messagebox.showerror("Position konnte nicht gespeichert werden", str(exc), parent=self)
+            return
+        self.destroy()
+        self.on_saved()
+
+
+class PaymentDialog(_Dialog):
+    def __init__(self, master, repository, member_id, claim_id, balance: Decimal, on_saved):
+        super().__init__(master, "Zahlung erfassen", on_saved)
+        self.repository, self.member_id, self.claim_id = repository, member_id, claim_id
+        initial = money_text(max(balance, Decimal("0")))
+        self.variables = {
+            "date": tk.StringVar(value=format_date_for_display(date.today().isoformat())),
+            "amount": tk.StringVar(value=initial),
+            "allocation": tk.StringVar(value=initial),
+            "gnucash": tk.StringVar(),
+            "reference": tk.StringVar(),
+        }
+        fields = (
+            (f"Zahlungsdatum ({date_input_hint()})", "date"),
+            ("Zahlungsbetrag", "amount"),
+            ("Dieser Forderung zuordnen", "allocation"),
+            ("GnuCash-ID (optional)", "gnucash"),
+            ("Referenz", "reference"),
+        )
+        for row, (label, key) in enumerate(fields):
+            ttk.Label(self.frame, text=label).grid(row=row, column=0, sticky="w", pady=5, padx=(0, 12))
+            ttk.Entry(self.frame, textvariable=self.variables[key], width=38).grid(row=row, column=1, pady=5)
+        self._buttons(len(fields), self._save)
+
+    def _save(self):
+        try:
+            self.repository.record_payment(
+                self.member_id,
+                self.claim_id,
+                payment_date=self.variables["date"].get(),
+                amount=self.variables["amount"].get(),
+                allocation_amount=self.variables["allocation"].get(),
+                gnucash_transaction_id=self.variables["gnucash"].get(),
+                reference=self.variables["reference"].get(),
+            )
+        except RepositoryError as exc:
+            messagebox.showerror("Zahlung konnte nicht gespeichert werden", str(exc), parent=self)
+            return
+        self.destroy()
+        self.on_saved()
+
+
+class AllocatePaymentDialog(_Dialog):
+    def __init__(self, master, repository, member_id, claim_id, balance: Decimal, on_saved):
+        super().__init__(master, "Vorhandene Zahlung zuordnen", on_saved)
+        self.repository, self.member_id, self.claim_id = repository, member_id, claim_id
+        data = repository.get_contributions(member_id)
+        self.payment_by_label = {}
+        for payment in data.payments:
+            payment_id = str(payment.get("payment_id", ""))
+            available = decimal_value(payment.get("amount", "0")) - payment_allocated_total(data, payment_id)
+            if available <= 0:
+                continue
+            label = (
+                f"{payment.get('date', '')} · {money_text(available)} EUR frei · "
+                f"{payment.get('reference', '')}"
+            )
+            self.payment_by_label[label] = (payment_id, available)
+        self.payment_var = tk.StringVar()
+        self.amount_var = tk.StringVar(value=money_text(max(balance, Decimal("0"))))
+        ttk.Label(self.frame, text="Zahlung").grid(row=0, column=0, sticky="w", pady=5, padx=(0, 12))
+        combo = ttk.Combobox(
+            self.frame,
+            textvariable=self.payment_var,
+            values=list(self.payment_by_label),
+            state="readonly",
+            width=60,
+        )
+        combo.grid(row=0, column=1, pady=5)
+        ttk.Label(self.frame, text="Betrag").grid(row=1, column=0, sticky="w", pady=5, padx=(0, 12))
+        ttk.Entry(self.frame, textvariable=self.amount_var).grid(row=1, column=1, sticky="ew", pady=5)
+        combo.bind("<<ComboboxSelected>>", lambda _event: self._select(balance))
+        self._buttons(2, self._save)
+
+    def _select(self, balance):
+        _payment_id, available = self.payment_by_label[self.payment_var.get()]
+        self.amount_var.set(money_text(min(available, max(balance, Decimal("0")))))
+
+    def _save(self):
+        selected = self.payment_by_label.get(self.payment_var.get())
+        if not selected:
+            messagebox.showerror("Zahlung auswählen", "Bitte eine Zahlung auswählen.", parent=self)
+            return
+        try:
+            self.repository.allocate_payment(
+                self.member_id, self.claim_id, payment_id=selected[0], amount=self.amount_var.get()
+            )
+        except RepositoryError as exc:
+            messagebox.showerror("Zuordnung fehlgeschlagen", str(exc), parent=self)
+            return
+        self.destroy()
+        self.on_saved()
+
+
+class ReminderDialog(_Dialog):
+    def __init__(self, master, repository, member_id, claim_id, on_saved):
+        super().__init__(master, "Mahnung erfassen", on_saved)
+        self.repository, self.member_id, self.claim_id = repository, member_id, claim_id
+        self.level_var = tk.IntVar(value=1)
+        self.detail_var = tk.StringVar()
+        self.fee_var = tk.StringVar(value="0.00")
+        ttk.Label(self.frame, text="Mahnstufe").grid(row=0, column=0, sticky="w", pady=5, padx=(0, 12))
+        ttk.Spinbox(self.frame, from_=1, to=99, textvariable=self.level_var, width=8).grid(
+            row=0, column=1, sticky="w", pady=5
+        )
+        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)
+        self._buttons(3, self._save)
+
+    def _save(self):
+        try:
+            self.repository.add_reminder(
+                self.member_id,
+                self.claim_id,
+                level=self.level_var.get(),
+                detail=self.detail_var.get(),
+                fee=self.fee_var.get(),
+            )
+        except (tk.TclError, RepositoryError) as exc:
+            messagebox.showerror("Mahnung konnte nicht gespeichert werden", str(exc), parent=self)
+            return
+        self.destroy()
+        self.on_saved()
@@ -8,6 +8,7 @@ from ccma.config import AppConfig
 from ccma.domain.models import HousekeeperFinding, Member
 from ccma.services.housekeeper import Housekeeper
 from ccma.storage.repository import MemberRepository, RepositoryError
+from ccma.ui.claim_tab import ClaimTab
 from ccma.ui.dialogs import NewMemberDialog
 from ccma.ui.icons import IconStore
 from ccma.ui.member_tab import MemberTab
@@ -276,6 +277,7 @@ class MainWindow(ttk.Frame):
            member_id,
            on_close=lambda: self.tabs.close(key),
            on_changed=self.refresh_overview,
+            on_open_claim=self.open_claim,
        )
        self.tabs.add(
            key,
@@ -285,6 +287,37 @@ class MainWindow(ttk.Frame):
            icon_name="account",
        )

+    def open_claim(self, member_id: str, claim_id: str) -> None:
+        key = f"claim:{member_id}:{claim_id}"
+        if self.tabs.focus(key):
+            return
+        try:
+            _data, claim = self.repository.get_claim(member_id, claim_id)
+        except RepositoryError as exc:
+            messagebox.showerror("Forderung konnte nicht geöffnet werden", str(exc), parent=self)
+            return
+        tab = ClaimTab(
+            self.notebook,
+            self.repository,
+            member_id,
+            claim_id,
+            on_close=lambda: self.tabs.close(key),
+            on_changed=lambda: self._claim_changed(member_id),
+        )
+        self.tabs.add(
+            key,
+            tab,
+            str(claim.get("title") or "Forderung"),
+            image=self.icons.get("receipt", 16) or self.icons.get("file-document", 16),
+            icon_name="receipt",
+        )
+
+    def _claim_changed(self, member_id: str) -> None:
+        member_tab = self.tabs.tabs.get(f"member:{member_id}")
+        if isinstance(member_tab, MemberTab) and member_tab.winfo_exists():
+            member_tab.refresh()
+        self.refresh_overview()
+
    def open_members(self) -> None:
        key = "members"
        if self.tabs.focus(key):
@@ -7,6 +7,7 @@ from collections.abc import Callable
 from datetime import datetime
 from tkinter import messagebox, ttk

+from ccma.domain.contributions import CLAIM_STATUS_LABELS, claim_status, claim_total, money_text
 from ccma.domain.dates import age_label, date_input_hint, format_date_for_display
 from ccma.domain.models import MEMBERSHIP_STATUS_LABELS as STATUS_LABELS
 from ccma.domain.models import Event
@@ -21,12 +22,14 @@ class MemberTab(ttk.Frame):
        member_id: str,
        on_close: Callable[[], None],
        on_changed: Callable[[], None],
+        on_open_claim: Callable[[str, str], None],
    ):
        super().__init__(master, padding=12)
        self.repository = repository
        self.member_id = member_id
        self.on_close = on_close
        self.on_changed = on_changed
+        self.on_open_claim = on_open_claim
        self.member = repository.get_member(member_id)
        self.variables: dict[str, tk.Variable] = {}
        self._build_ui()
@@ -152,6 +155,8 @@ class MemberTab(ttk.Frame):
            self.claims.heading(key, text=title)
            self.claims.column(key, width=width, anchor="w")
        self.claims.grid(row=1, column=0, sticky="nsew")
+        self.claims.bind("<Double-1>", lambda _event: self._open_selected_claim())
+        self.claims.bind("<Return>", lambda _event: self._open_selected_claim())

        documents_tab.columnconfigure(0, weight=1)
        documents_tab.rowconfigure(1, weight=1)
@@ -213,19 +218,27 @@ class MemberTab(ttk.Frame):
        except RepositoryError as exc:
            self.contribution_summary.set(f"FEHLER: {exc}")
            return
-        for claim in data.claims:
+        for index, claim in enumerate(data.claims):
+            claim_id = str(claim.get("claim_id") or f"missing-id-{index}")
+            status = claim_status(data, claim)
            self.claims.insert(
                "",
                "end",
+                iid=claim_id,
                values=(
                    claim.get("title", "Beitrag"),
-                    claim.get("due_date", ""),
-                    claim.get("amount", ""),
-                    claim.get("status", "open"),
+                    format_date_for_display(str(claim.get("due_date", ""))),
+                    money_text(claim_total(claim)),
+                    CLAIM_STATUS_LABELS.get(status, status.upper()),
                ),
            )
        self.contribution_summary.set(f"{len(data.claims)} Forderungen · {len(data.payments)} Zahlungen")

+    def _open_selected_claim(self) -> None:
+        selected = self.claims.selection()
+        if selected and not selected[0].startswith("missing-id-"):
+            self.on_open_claim(self.member_id, selected[0])
+
    def _refresh_documents(self) -> None:
        self.documents.delete(0, "end")
        root = self.repository.members_root / self.member_id / "files"
@@ -0,0 +1,170 @@
+from decimal import Decimal
+
+import pytest
+
+from ccma.domain.contributions import (
+    claim_balance,
+    claim_items,
+    claim_status,
+    claim_total,
+    payment_allocated_total,
+)
+from ccma.domain.models import ContributionData
+from ccma.storage.repository import MemberRepository, RepositoryError
+
+
+def _repository_with_claim(tmp_path, *, amount="100.00", claim_id="claim-1"):
+    repository = MemberRepository(tmp_path)
+    repository.initialize()
+    member = repository.create_member(first_name="Claim", last_name="Test")
+    repository.save_contributions(
+        member.member_id,
+        ContributionData(
+            claims=[
+                {
+                    "claim_id": claim_id,
+                    "claim_key": "test-claim",
+                    "title": "Testforderung",
+                    "amount": amount,
+                    "due_date": "2026-12-31",
+                    "status": "open",
+                }
+            ]
+        ),
+    )
+    return repository, member
+
+
+def test_legacy_claim_becomes_itemized_when_position_is_added(tmp_path) -> None:
+    repository, member = _repository_with_claim(tmp_path)
+    data, claim = repository.get_claim(member.member_id, "claim-1")
+    assert claim_total(claim) == Decimal("100.00")
+    assert claim_items(claim)[0]["item_id"] == "legacy-base"
+
+    repository.add_claim_item(
+        member.member_id,
+        "claim-1",
+        description="Gutschrift",
+        quantity="1",
+        unit_price="-10,00",
+        item_type="credit",
+    )
+    data, claim = repository.get_claim(member.member_id, "claim-1")
+
+    assert len(claim["items"]) == 2
+    assert claim_total(claim) == Decimal("90.00")
+    assert claim["amount"] == "90.00"
+    assert claim_balance(data, claim) == Decimal("90.00")
+
+
+def test_payment_can_be_split_across_multiple_claims(tmp_path) -> None:
+    repository, member = _repository_with_claim(tmp_path)
+    data = repository.get_contributions(member.member_id)
+    data.claims.append(
+        {
+            "claim_id": "claim-2",
+            "claim_key": "second-claim",
+            "title": "Zweite Forderung",
+            "amount": "50.00",
+            "due_date": "2026-12-31",
+            "status": "open",
+        }
+    )
+    repository.save_contributions(member.member_id, data)
+
+    payment = repository.record_payment(
+        member.member_id,
+        "claim-1",
+        payment_date="2026-06-21",
+        amount="150.00",
+        allocation_amount="100.00",
+        gnucash_transaction_id="TX-42",
+        reference="Jahreszahlung",
+    )
+    repository.allocate_payment(
+        member.member_id,
+        "claim-2",
+        payment_id=payment["payment_id"],
+        amount="50.00",
+    )
+    data, first = repository.get_claim(member.member_id, "claim-1")
+    _data, second = repository.get_claim(member.member_id, "claim-2")
+
+    assert claim_status(data, first) == "paid"
+    assert claim_status(data, second) == "paid"
+    assert payment_allocated_total(data, payment["payment_id"]) == Decimal("150.00")
+    with pytest.raises(RepositoryError, match="nur 0.00 EUR"):
+        repository.allocate_payment(
+            member.member_id,
+            "claim-2",
+            payment_id=payment["payment_id"],
+            amount="1.00",
+        )
+
+
+def test_reminder_fee_increases_claim_and_is_audited(tmp_path) -> None:
+    repository, member = _repository_with_claim(tmp_path)
+
+    reminder = repository.add_reminder(
+        member.member_id,
+        "claim-1",
+        level=1,
+        detail="Per E-Mail versandt",
+        fee="5.00",
+    )
+    data, claim = repository.get_claim(member.member_id, "claim-1")
+
+    assert claim_total(claim) == Decimal("105.00")
+    assert reminder["fee_item_id"]
+    assert data.reminders[0]["detail"] == "Per E-Mail versandt"
+    assert repository.get_events(member.member_id)[-1].event_type == "reminder_created"
+
+
+def test_claim_with_payment_cannot_be_cancelled(tmp_path) -> None:
+    repository, member = _repository_with_claim(tmp_path)
+    repository.record_payment(
+        member.member_id,
+        "claim-1",
+        payment_date="2026-06-21",
+        amount="10.00",
+        allocation_amount="10.00",
+    )
+
+    with pytest.raises(RepositoryError, match="Zahlungszuordnungen"):
+        repository.cancel_claim(member.member_id, "claim-1")
+
+
+def test_gnucash_id_is_unique_across_member_store(tmp_path) -> None:
+    repository, first_member = _repository_with_claim(tmp_path / "store")
+    repository.record_payment(
+        first_member.member_id,
+        "claim-1",
+        payment_date="2026-06-21",
+        amount="100.00",
+        allocation_amount="100.00",
+        gnucash_transaction_id="UNIQUE-1",
+    )
+    second = repository.create_member(first_name="Second", last_name="Member")
+    repository.save_contributions(
+        second.member_id,
+        ContributionData(
+            claims=[
+                {
+                    "claim_id": "other-claim",
+                    "title": "Andere Forderung",
+                    "amount": "10.00",
+                    "due_date": "2026-12-31",
+                }
+            ]
+        ),
+    )
+
+    with pytest.raises(RepositoryError, match="GnuCash-ID bereits verwendet"):
+        repository.record_payment(
+            second.member_id,
+            "other-claim",
+            payment_date="2026-06-21",
+            amount="10.00",
+            allocation_amount="10.00",
+            gnucash_transaction_id="unique-1",
+        )
@@ -1,5 +1,6 @@
 def test_ui_modules_import_without_creating_root_window() -> None:
    import ccma.app  # noqa: F401
+    import ccma.ui.claim_tab  # noqa: F401
    import ccma.ui.main_window  # noqa: F401
    import ccma.ui.member_tab  # noqa: F401
    import ccma.ui.splash  # noqa: F401