Commit Graph
14 Commits
Author SHA1 Message Date
Marcel PeterkauandClaude Sonnet 5 25f5d51d77 Stop flagging SEPA members with a running Rücklastschrift-Mahnung as overdue
sepa_debit_overdue fired unconditionally for every overdue SEPA claim past the
grace period, regardless of whether a reminder had already been sent for it --
so a Rücklastschrift-Mahnung created via the reminder mechanism made no
difference to the housekeeper output. Check for an already-sent reminder whose
own payment deadline hasn't expired yet first; if there is one, show a
low-priority "Rücklastschriftklärung läuft" note instead, mirroring the
non-SEPA "reminder_awaiting_deadline" fix. Once that deadline passes without
resolution, the plain sepa_debit_overdue notice returns.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-15 03:45:27 +02:00
Marcel PeterkauandClaude Sonnet 5 56a3f5f037 Fix housekeeper false-positive overdue errors and ended-member birthday/anniversary noise
An overdue claim whose reminder had already been sent, with that reminder's own
payment deadline still running, fell through to the plain "überfällig" error
finding whenever reminder_due's escalation check returned None to signal "not
yet time for the next Mahnstufe" -- that None was indistinguishable from "never
handled at all" to the caller, so it looked neglected even though a reminder was
already out. Give that case its own low-priority "reminder_awaiting_deadline"
finding instead of silently falling back to the overdue-error path.

Birthday and membership-anniversary findings also kept firing for members whose
status is "ended", which doesn't make sense once the membership itself is over.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-15 03:20:18 +02:00
Marcel PeterkauandClaude Sonnet 5 2484a1631d Add individually agreed membership fees (contribution overrides)
Members are sometimes given a fee that deviates from the regular
schedule -- e.g. a reduced rate for students -- for a specific period.
Add a per-member "Beitrag" tab where such deviations can be recorded
with a month-granular date range (Ab/Bis), a mandatory reason, and
either a fixed annual amount or a percentage discount off whichever
base rate is in effect at the time.

Data model: ContributionData gets a contribution_overrides list, each
entry validated (month format, Bis >= Ab, non-overlapping ranges per
member, reason required) and CRUD'd through the repository
(record/update/delete/get_contribution_override), consistent with how
donations already work.

Integration: contribution_claims.py now computes each membership-fee
claim's amount month by month instead of a single rate for the whole
billing period, picking up whichever override (if any) covers each
individual month. That handles an override starting or ending mid
period correctly (e.g. a semiannual payer whose discount begins in
March) without changing behavior for members without overrides.
Already-created claims are never recalculated retroactively, matching
how changes to the global contribution rates already behave.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-15 00:57:51 +02:00
Marcel PeterkauandClaude Sonnet 5 4e4aa22589 Stop double-reporting overdue claims and add SEPA-specific followup
The claim-status and reminder-due housekeeper rules used to run
independently, so once a claim was both overdue and past its dunning
grace period, both a generic "überfällig" task and a "Mahnung fällig"
task showed up for the same problem. Rules can't see each other's
output, so the fix is to give reminder-due sole ownership of the whole
overdue lifecycle: a plain overdue notice during the grace period, then
either the dunning escalation or a fallback overdue notice (dunning
hold active, or waiting between reminder levels) -- never both at once.
claim-status now only handles claims that aren't overdue yet ("bald
fällig").

Members with an active SEPA mandate get a new sepa_debit_overdue finding
instead of the postal dunning escalation once a claim is past its grace
period, since mailing a Mahnung makes no sense for a member who pays by
direct debit -- the board needs to check/retrigger the debit instead.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-14 23:02:37 +02:00
Marcel Peterkau c3cdf71506 feat: add per-member payment frequencies 2026-07-30 19:17:26 +02:00
Marcel Peterkau 070684d9bc feat: extend inventory and administration workflows 2026-07-22 22:26:02 +02:00
Marcel Peterkau d897dd5f6e Document entry-year contribution proration 2026-06-27 15:38:10 +02:00
Marcel Peterkau 3876f8c5ab Fix ruff lint violations 2026-06-27 10:46:54 +02:00
Marcel Peterkau 30b6d253b2 Update member UI and related app changes 2026-06-26 21:57:11 +02:00
Marcel Peterkau e6d2f77d1e feat: add staged reminder workflow 2026-06-21 18:40:54 +02:00
Marcel Peterkau 80d4d5ef90 feat: add itemized claims and payments 2026-06-21 18:20:55 +02:00
Marcel Peterkau 7596e47981 fix: preflight member records before rules 2026-06-21 17:54:09 +02:00
Marcel Peterkau 55bc3b666e fix: tolerate damaged contribution files 2026-06-21 17:50:56 +02:00
Marcel Peterkau 4bc1a8a200 feat: add scriptable housekeeper rule engine 2026-06-21 17:43:04 +02:00