Files
CCMA/src/ccma/ui/claim_tab.py
T
Marcel PeterkauandClaude Sonnet 5 a1719cad5e Handle failed direct debits through the same reminder mechanism
A Rücklastschrift is still the member's own failure to ensure cover or
provide valid bank details, so it belongs in the same escalation ladder
as a regular reminder -- it now occupies whatever level the claim is next
due for, alongside a "Rücklastschrift" preset next to the existing
Mahnstufe presets.

Mahnung vorbereiten no longer lets the board pick a level (it's computed
automatically from what's already been sent, since the sequencing was
already server-enforced) and replaces the single fee field with a small
items table (Beschreibung + Betrag), so a reminder can carry several
charges at once -- e.g. Rücklastschriftgebühr plus Bankgebühr plus Porto
-- each landing on the claim as its own line item instead of one lump
sum under a generic label. The description field offers the configured
standard texts but stays free-editable.

Those standard texts and amounts, plus the dunning levels themselves
(name/fee/deadline), are now configurable from Optionen -> Mahnungen
instead of only being editable by hand-editing repository.json, which
was the case for the whole reminder policy until now. Cleaned up
reminder_fee/failed_debit_fee on contribution rules while at it -- both
were unused leftovers superseded by this.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-15 03:13:04 +02:00

1188 lines
50 KiB
Python

from __future__ import annotations
import tkinter as tk
from collections.abc import Callable
from datetime import date
from decimal import Decimal
from pathlib import Path
from tkinter import filedialog, messagebox, ttk
from ccma.domain.contributions import (
CLAIM_STATUS_LABELS,
allocated_total,
claim_balance,
claim_items,
claim_settled_total,
claim_status,
claim_total,
credit_allocated_total,
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
from ccma.storage.repository import MemberRepository, RepositoryError
from ccma.ui.document_dialog import DocumentTemplateDialog
from ccma.ui.labels import (
CLAIM_ITEM_TYPE_LABELS,
REMINDER_CHANNEL_LABELS,
REMINDER_STATUS_LABELS,
display_label,
storage_key,
)
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))
self._build_ledger()
footer = ttk.Frame(self)
footer.grid(row=3, column=0, sticky="ew", pady=(10, 0))
footer.columnconfigure(0, weight=1)
self.hold_button = ttk.Button(footer, text="Mahnsperre setzen", command=self._toggle_hold)
self.hold_button.grid(row=0, column=0, sticky="w")
self.edit_button = ttk.Button(footer, text="Forderung bearbeiten", command=self._edit_claim)
self.edit_button.grid(row=0, column=1, sticky="e", padx=(0, 8))
self.cancel_button = ttk.Button(footer, text="Forderung stornieren", command=self._cancel_claim)
self.cancel_button.grid(row=0, column=2, sticky="e", padx=(0, 8))
self.delete_button = ttk.Button(footer, text="Forderung löschen", command=self._delete_claim)
self.delete_button.grid(row=0, column=3, sticky="e")
def _build_ledger(self) -> None:
ledger = ttk.Frame(self, padding=12)
ledger.grid(row=2, column=0, sticky="nsew")
ledger.columnconfigure(0, weight=1)
ledger.rowconfigure(0, weight=1)
self.ledger = ttk.Treeview(
ledger,
columns=("date", "description", "quantity", "unit", "amount", "status", "reference"),
show="tree headings",
)
self.ledger.heading("#0", text="Bereich / Element")
self.ledger.column("#0", width=190, minwidth=140, anchor="w")
for key, title, width in (
("date", "Datum", 120),
("description", "Beschreibung", 300),
("quantity", "Menge", 75),
("unit", "Einzelpreis", 100),
("amount", "Betrag", 105),
("status", "Status / Details", 180),
("reference", "Referenz", 210),
):
self.ledger.heading(key, text=title)
self.ledger.column(key, width=width, minwidth=60, anchor="w")
self.ledger.grid(row=0, column=0, sticky="nsew")
vertical_scroll = ttk.Scrollbar(ledger, orient="vertical", command=self.ledger.yview)
vertical_scroll.grid(row=0, column=1, sticky="ns")
horizontal_scroll = ttk.Scrollbar(ledger, orient="horizontal", command=self.ledger.xview)
horizontal_scroll.grid(row=1, column=0, sticky="ew")
self.ledger.configure(
yscrollcommand=vertical_scroll.set,
xscrollcommand=horizontal_scroll.set,
)
self.ledger.tag_configure("position-group", background="#1261a0", foreground="#ffffff")
self.ledger.tag_configure("position", background="#234d70", foreground="#ffffff")
self.ledger.tag_configure("payment-group", background="#237a3b", foreground="#ffffff")
self.ledger.tag_configure("payment", background="#285b3b", foreground="#ffffff")
self.ledger.tag_configure("credit-group", background="#8b3d88", foreground="#ffffff")
self.ledger.tag_configure("credit", background="#5e2f5b", foreground="#ffffff")
self.ledger.tag_configure("reminder-group", background="#b85f00", foreground="#ffffff")
self.ledger.tag_configure("reminder", background="#70451f", foreground="#ffffff")
self.ledger.bind("<<TreeviewSelect>>", lambda _event: self._update_reminder_buttons())
buttons = ttk.Frame(ledger)
buttons.grid(row=2, column=0, columnspan=2, sticky="ew", pady=(10, 0))
ttk.Button(buttons, text="Position hinzufügen", command=self._add_item).pack(side="left")
ttk.Separator(buttons, orient="vertical").pack(side="left", fill="y", padx=10)
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")
ttk.Button(buttons, text="Vorhandene Gutschrift zuordnen", command=self._allocate_credit).pack(
side="left", padx=(8, 8)
)
ttk.Button(buttons, text="Gutschrift erfassen", command=self._record_credit).pack(side="left")
ttk.Separator(buttons, orient="vertical").pack(side="left", fill="y", padx=10)
self.discard_reminder_button = ttk.Button(
buttons, text="Entwurf verwerfen", command=self._discard_reminder, state="disabled"
)
self.discard_reminder_button.pack(side="right", padx=(8, 0))
self.send_reminder_button = ttk.Button(
buttons, text="Als versandt markieren", command=self._send_reminder, state="disabled"
)
self.send_reminder_button.pack(side="right", padx=(8, 0))
self.email_reminder_button = ttk.Button(
buttons,
text="E-Mail erzeugen & versandt",
command=self._email_reminder,
state="disabled",
)
self.email_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)
)
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 = claim_settled_total(self.data, self.claim)
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}"
)
hold = self.claim.get("dunning_hold") or {}
if hold.get("active"):
until = format_date_for_display(str(hold.get("until") or "")) or "unbefristet"
reason = str(hold.get("reason") or "ohne Begründung")
self.subtitle_var.set(f"{self.subtitle_var.get()} · MAHNSPERRE bis {until}: {reason}")
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.edit_button.configure(state="disabled" if status == "cancelled" else "normal")
self.hold_button.configure(text="Mahnsperre aufheben" if hold.get("active") else "Mahnsperre setzen")
self._render_ledger()
def _render_ledger(self) -> None:
self.ledger.delete(*self.ledger.get_children())
items = claim_items(self.claim)
position_group = self.ledger.insert(
"",
"end",
iid="group:positions",
text=f"Positionen ({len(items)})",
values=("", "", "", "", f"{money_text(claim_total(self.claim))} EUR", "", ""),
tags=("position-group",),
open=True,
)
for item in items:
self.ledger.insert(
position_group,
"end",
iid=f"item:{item.get('item_id', '')}",
text=display_label(CLAIM_ITEM_TYPE_LABELS, str(item.get("type", ""))),
values=(
str(item.get("created_at", ""))[:10],
item.get("description", ""),
item.get("quantity", "1"),
item.get("unit_price", item.get("amount", "")),
f"{item.get('amount', '')} EUR",
"",
"",
),
tags=("position",),
)
payment_by_id = {str(item.get("payment_id")): item for item in self.data.payments}
allocations = [
allocation
for allocation in self.data.allocations
if str(allocation.get("claim_id", "")) == self.claim_id
]
payment_group = self.ledger.insert(
"",
"end",
iid="group:payments",
text=f"Zahlungen ({len(allocations)})",
values=("", "", "", "", f"-{money_text(allocated_total(self.data, self.claim_id))} EUR", "", ""),
tags=("payment-group",),
open=True,
)
for allocation in allocations:
payment = payment_by_id.get(str(allocation.get("payment_id", "")), {})
if not payment:
continue
payment_total = str(payment.get("amount", ""))
gnucash_id = str(payment.get("gnucash_transaction_id", ""))
self.ledger.insert(
payment_group,
"end",
iid=f"allocation:{allocation.get('allocation_id', '')}",
text="Zahlung",
values=(
format_date_for_display(str(payment.get("date", ""))),
payment.get("reference", ""),
"",
"",
f"-{allocation.get('amount', '')} EUR",
f"Zahlung gesamt: {payment_total} EUR",
f"GnuCash: {gnucash_id}" if gnucash_id else "",
),
tags=("payment",),
)
credits_by_id = {str(item.get("credit_id")): item for item in self.data.credits}
credit_allocations = [
allocation
for allocation in self.data.allocations
if str(allocation.get("claim_id", "")) == self.claim_id and str(allocation.get("credit_id", ""))
]
allocated_credit_total = money_text(
sum(
(decimal_value(item.get("amount", "0")) for item in credit_allocations),
Decimal("0"),
)
)
credit_group = self.ledger.insert(
"",
"end",
iid="group:credits",
text=f"Gutschriften ({len(credit_allocations)})",
values=(
"",
"",
"",
"",
f"{allocated_credit_total} EUR",
"",
"",
),
tags=("credit-group",),
open=True,
)
for allocation in credit_allocations:
credit = credits_by_id.get(str(allocation.get("credit_id", "")), {})
if not credit:
continue
credit_total = str(credit.get("amount", ""))
self.ledger.insert(
credit_group,
"end",
iid=f"credit-allocation:{allocation.get('allocation_id', '')}",
text="Gutschrift",
values=(
format_date_for_display(str(credit.get("date", ""))),
credit.get("reference", ""),
"",
"",
f"{allocation.get('amount', '')} EUR",
f"Gutschrift gesamt: {credit_total} EUR",
"",
),
tags=("credit",),
)
reminders = [
reminder
for reminder in self.data.reminders
if str(reminder.get("claim_id", "")) == self.claim_id
]
reminder_group = self.ledger.insert(
"",
"end",
iid="group:reminders",
text=f"Mahnungen ({len(reminders)})",
tags=("reminder-group",),
open=True,
)
for reminder in reminders:
status = str(reminder.get("status", "draft"))
deadline = format_date_for_display(str(reminder.get("payment_deadline") or ""))
channel = display_label(REMINDER_CHANNEL_LABELS, str(reminder.get("channel", "")))
detail = str(reminder.get("detail", ""))
self.ledger.insert(
reminder_group,
"end",
iid=f"reminder:{reminder.get('reminder_id', '')}",
text=f"Mahnstufe {reminder.get('level', '')}",
values=(
str(reminder.get("created_at", ""))[:16],
reminder.get("name", f"Mahnung Stufe {reminder.get('level', '')}"),
"",
"",
f"{money_text(reminder_items_total(reminder))} EUR",
display_label(REMINDER_STATUS_LABELS, status),
" · ".join(
part
for part in (channel, f"Frist: {deadline}" if deadline else "", detail)
if part
),
),
tags=("reminder",),
)
self._update_reminder_buttons()
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 _record_credit(self) -> None:
CreditDialog(
self,
self.repository,
self.member_id,
self.claim_id,
claim_balance(self.data, self.claim),
self._changed,
)
def _allocate_credit(self) -> None:
AllocateCreditDialog(
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 _create_document(self) -> None:
reminder = self._selected_reminder()
DocumentTemplateDialog(
self,
self.repository,
self.member_id,
self._document_generated,
claim_id=self.claim_id,
reminder_id=str(reminder["reminder_id"]) if reminder else None,
)
def _document_generated(self, _path: Path) -> None:
self._changed()
def _selected_reminder(self) -> dict | None:
selected = self.ledger.selection()
if not selected or not selected[0].startswith("reminder:"):
return None
reminder_id = selected[0].removeprefix("reminder:")
return next(
(item for item in self.data.reminders if str(item.get("reminder_id", "")) == reminder_id),
None,
)
def _update_reminder_buttons(self) -> None:
reminder = self._selected_reminder()
editable = bool(reminder and str(reminder.get("status", "draft")) in {"draft", "generated"})
state = "normal" if editable else "disabled"
self.send_reminder_button.configure(state=state)
self.email_reminder_button.configure(state=state)
self.discard_reminder_button.configure(state=state)
def _email_reminder(self) -> None:
reminder = self._selected_reminder()
if reminder:
ReminderMailDialog(
self,
self.repository,
self.member_id,
self.claim_id,
str(reminder["reminder_id"]),
str(reminder.get("name", "Mahnung")),
self._changed,
)
def _send_reminder(self) -> None:
reminder = self._selected_reminder()
if not reminder or not messagebox.askyesno(
"Mahnung versandt",
"Wurde diese Mahnung tatsächlich versandt? Erst jetzt werden Frist und Gebühr gebucht.",
parent=self,
):
return
try:
self.repository.mark_reminder_sent(self.member_id, self.claim_id, str(reminder["reminder_id"]))
except RepositoryError as exc:
messagebox.showerror("Versand konnte nicht gespeichert werden", str(exc), parent=self)
return
self._changed()
def _discard_reminder(self) -> None:
reminder = self._selected_reminder()
if not reminder or not messagebox.askyesno(
"Mahnungsentwurf verwerfen", "Diesen Mahnungsentwurf wirklich verwerfen?", parent=self
):
return
try:
self.repository.cancel_reminder(self.member_id, self.claim_id, str(reminder["reminder_id"]))
except RepositoryError as exc:
messagebox.showerror("Entwurf konnte nicht verworfen werden", str(exc), parent=self)
return
self._changed()
def _toggle_hold(self) -> None:
hold = self.claim.get("dunning_hold") or {}
if hold.get("active"):
if not messagebox.askyesno("Mahnsperre aufheben", "Mahnsperre wirklich aufheben?", parent=self):
return
try:
self.repository.set_dunning_hold(self.member_id, self.claim_id, active=False)
except RepositoryError as exc:
messagebox.showerror("Mahnsperre", str(exc), parent=self)
return
self._changed()
return
DunningHoldDialog(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 _delete_claim(self) -> None:
allocated = allocated_total(self.data, self.claim_id)
detail = "Diese Forderung wirklich endgültig löschen? Das kann nicht rückgängig gemacht werden."
if allocated:
detail += (
f"\n\nZugeordnete Zahlungen/Gutschriften in Höhe von {money_text(allocated)} EUR "
"werden dabei gelöst und stehen danach wieder frei zur Verfügung."
)
if not messagebox.askyesno("Forderung löschen", detail, parent=self):
return
try:
self.repository.delete_claim(self.member_id, self.claim_id)
except RepositoryError as exc:
messagebox.showerror("Löschen fehlgeschlagen", str(exc), parent=self)
return
self.on_changed()
self.on_close()
def _edit_claim(self) -> None:
ClaimEditDialog(
self,
self.repository,
self.member_id,
self.claim_id,
self.claim,
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.resizable(False, False)
self.frame = ttk.Frame(self, padding=18)
self.frame.pack(fill="both", expand=True)
self.bind("<Escape>", lambda _event: self.destroy())
self.after_idle(self.grab_set)
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 ClaimEditDialog(_Dialog):
def __init__(self, master, repository, member_id, claim_id, claim, on_saved):
super().__init__(master, "Forderung bearbeiten", on_saved)
self.repository = repository
self.member_id = member_id
self.claim_id = claim_id
items = claim_items(claim)
base_item = next(
(item for item in items if str(item.get("type", "")) == "base"),
items[0] if items else {},
)
self.variables = {
"title": tk.StringVar(value=str(claim.get("title", ""))),
"due_date": tk.StringVar(
value=format_date_for_display(str(claim.get("due_date", "")))
),
"base_amount": tk.StringVar(
value=str(base_item.get("amount", claim.get("amount", "")))
),
"description": tk.StringVar(value=str(base_item.get("description", ""))),
}
fields = (
("Titel", "title"),
(f"Fällig am ({date_input_hint()})", "due_date"),
("Grundbetrag", "base_amount"),
("Beschreibung der Grundposition", "description"),
)
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=52).grid(
row=row, column=1, sticky="ew", pady=5
)
ttk.Label(
self.frame,
text=(
"Der Grundbetrag ändert nur die Grundposition. Weitere Positionen, "
"zum Beispiel Mahngebühren, bleiben erhalten."
),
style="Mono.TLabel",
wraplength=520,
).grid(row=len(fields), column=0, columnspan=2, sticky="w", pady=(8, 0))
self._buttons(len(fields) + 1, self._save)
def _save(self) -> None:
try:
self.repository.update_claim(
self.member_id,
self.claim_id,
title=self.variables["title"].get(),
due_date=self.variables["due_date"].get(),
base_amount=self.variables["base_amount"].get(),
description=self.variables["description"].get(),
)
except RepositoryError as exc:
messagebox.showerror("Forderung konnte nicht gespeichert werden", str(exc), parent=self)
return
self.destroy()
self.on_saved()
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=CLAIM_ITEM_TYPE_LABELS["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=list(CLAIM_ITEM_TYPE_LABELS.values()),
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=storage_key(CLAIM_ITEM_TYPE_LABELS, 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 CreditDialog(_Dialog):
def __init__(self, master, repository, member_id, claim_id, balance: Decimal, on_saved):
super().__init__(master, "Gutschrift 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),
"reference": tk.StringVar(),
}
fields = (
(f"Gutschriftsdatum ({date_input_hint()})", "date"),
("Gutschriftsbetrag", "amount"),
("Dieser Gutschrift zuordnen", "allocation"),
("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_credit(
self.member_id,
self.claim_id,
credit_date=self.variables["date"].get(),
amount=self.variables["amount"].get(),
allocation_amount=self.variables["allocation"].get(),
reference=self.variables["reference"].get(),
)
except RepositoryError as exc:
messagebox.showerror("Gutschrift 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 sorted(
data.payments,
key=lambda item: (str(item.get("date", "")), str(item.get("created_at", ""))),
reverse=True,
):
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)
if not self.payment_by_label:
ttk.Label(
self.frame,
text="Für dieses Mitglied gibt es keine Zahlung mit freiem Restbetrag.",
style="Mono.TLabel",
).grid(row=1, column=0, columnspan=2, sticky="w", pady=(3, 5))
amount_row = 2
else:
amount_row = 1
ttk.Label(self.frame, text="Betrag").grid(
row=amount_row, column=0, sticky="w", pady=5, padx=(0, 12)
)
ttk.Entry(self.frame, textvariable=self.amount_var).grid(
row=amount_row, column=1, sticky="ew", pady=5
)
combo.bind("<<ComboboxSelected>>", lambda _event: self._select(balance))
self._buttons(amount_row + 1, 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 AllocateCreditDialog(_Dialog):
def __init__(self, master, repository, member_id, claim_id, balance: Decimal, on_saved):
super().__init__(master, "Vorhandene Gutschrift zuordnen", on_saved)
self.repository, self.member_id, self.claim_id = repository, member_id, claim_id
data = repository.get_contributions(member_id)
self.credit_by_label = {}
for credit in data.credits:
credit_id = str(credit.get("credit_id", ""))
available = decimal_value(credit.get("amount", "0")) - credit_allocated_total(data, credit_id)
if available <= 0:
continue
label = (
f"{credit.get('date', '')} · {money_text(available)} EUR frei · "
f"{credit.get('reference', '')}"
)
self.credit_by_label[label] = (credit_id, available)
self.credit_var = tk.StringVar()
self.amount_var = tk.StringVar(value=money_text(max(-balance, Decimal("0"))))
ttk.Label(self.frame, text="Gutschrift").grid(row=0, column=0, sticky="w", pady=5, padx=(0, 12))
combo = ttk.Combobox(
self.frame,
textvariable=self.credit_var,
values=list(self.credit_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):
_credit_id, available = self.credit_by_label[self.credit_var.get()]
self.amount_var.set(money_text(min(available, max(-balance, Decimal("0")))))
def _save(self):
selected = self.credit_by_label.get(self.credit_var.get())
if not selected:
messagebox.showerror("Gutschrift auswählen", "Bitte eine Gutschrift auswählen.", parent=self)
return
try:
self.repository.allocate_credit(
self.member_id, self.claim_id, credit_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):
"""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):
super().__init__(master, "Mahnung vorbereiten", on_saved)
self.repository, self.member_id, self.claim_id = repository, member_id, claim_id
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)
ttk.Label(self.frame, text="Mahnstufe").grid(row=0, column=0, sticky="w", pady=5, padx=(0, 12))
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()
self.preset_var = tk.StringVar(value=next(iter(self.preset_by_label)))
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.preset_var,
values=list(self.preset_by_label),
state="readonly",
width=38,
)
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=45).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=45).grid(
row=3, column=1, sticky="ew", pady=5
)
self.deadline_var = tk.StringVar()
ttk.Label(self.frame, text="Zahlungsfrist in Tagen").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=5, column=1, sticky="ew", pady=5)
self._build_items_table(row=6)
self._apply_preset()
self._buttons(7, self._save)
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"],
"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["Rücklastschrift"] = {
"name": "Rücklastschrift",
"payment_deadline_days": 14,
"items": [{"description": "Rücklastschriftgebühr", "amount": failed_debit_amount}],
}
presets["Frei (eigene Eingabe)"] = {"name": "", "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.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)
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=220, anchor="w")
self.items_tree.column("amount", width=100, anchor="w", stretch=False)
self.items_tree.grid(row=0, column=0, sticky="ew")
controls = ttk.Frame(table_frame)
controls.grid(row=1, column=0, sticky="ew", pady=(8, 0))
self.item_description_var = tk.StringVar()
description_combo = ttk.Combobox(
controls,
textvariable=self.item_description_var,
values=[str(entry.get("description", "")) for entry in self.policy["standard_fee_items"]],
width=22,
)
description_combo.pack(side="left", padx=(0, 8))
description_combo.bind("<<ComboboxSelected>>", lambda _event: self._prefill_item_amount())
self.item_amount_var = tk.StringVar()
ttk.Entry(controls, textvariable=self.item_amount_var, width=10).pack(side="left", padx=(0, 8))
ttk.Button(controls, text="Position hinzufügen", command=self._add_item).pack(
side="left", padx=(0, 8)
)
ttk.Button(controls, 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 _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 _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._refresh_items()
def _save(self):
try:
deadline_days = int(self.deadline_var.get())
except ValueError:
messagebox.showerror(
"Ungültige Frist", "Die Zahlungsfrist muss eine ganze Zahl sein.", parent=self
)
return
try:
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
self.destroy()
self.on_saved()
class ReminderMailDialog(tk.Toplevel):
def __init__(
self,
master,
repository,
member_id,
claim_id,
reminder_id,
reminder_name,
on_saved,
):
super().__init__(master)
self.repository = repository
self.member_id = member_id
self.claim_id = claim_id
self.reminder_id = reminder_id
self.reminder_name = reminder_name
self.on_saved = on_saved
organization = repository.get_configuration().get("organization") or {}
self.sender_name_var = tk.StringVar(
value=str(organization.get("name") or "Verwaltung C3MA")
)
self.sender_email_var = tk.StringVar(value=str(organization.get("email") or ""))
self.title("Mahnung als E-Mail erzeugen")
self.transient(master)
self.resizable(True, False)
self.columnconfigure(1, weight=1)
ttk.Label(
self,
text=(
"Die erzeugte E-Mail wird in der Mitgliederakte archiviert und die Mahnung "
"sofort als versandt gebucht. Zahlungsfrist und Mahngebühr werden dabei wirksam."
),
wraplength=620,
).grid(row=0, column=0, columnspan=2, sticky="w", padx=14, pady=(14, 10))
ttk.Label(self, text="Absendername").grid(row=1, column=0, sticky="w", padx=14, pady=5)
ttk.Entry(self, textvariable=self.sender_name_var, width=55).grid(
row=1, column=1, sticky="ew", padx=(0, 14), pady=5
)
ttk.Label(self, text="Absenderadresse").grid(row=2, column=0, sticky="w", padx=14, pady=5)
ttk.Entry(self, textvariable=self.sender_email_var, width=55).grid(
row=2, column=1, sticky="ew", padx=(0, 14), pady=5
)
ttk.Label(self, text="Signatur").grid(row=3, column=0, sticky="nw", padx=14, pady=5)
self.signature = tk.Text(self, width=55, height=5, wrap="word")
self.signature.grid(row=3, column=1, sticky="ew", padx=(0, 14), pady=5)
self.signature.insert("1.0", "Der Vorstand\nChaos Computer Club Mannheim e.V.")
buttons = ttk.Frame(self, padding=14)
buttons.grid(row=4, column=0, columnspan=2, sticky="e")
ttk.Button(buttons, text="Abbrechen", command=self.destroy).pack(side="left")
ttk.Button(
buttons,
text="EML speichern und als versandt buchen",
style="Accent.TButton",
command=self._generate,
).pack(side="left", padx=(8, 0))
self.grab_set()
def _generate(self) -> None:
selected = filedialog.asksaveasfilename(
parent=self,
title="Mahnung als Thunderbird-Entwurf speichern",
defaultextension=".eml",
initialfile=f"{self.reminder_name}.eml",
filetypes=[("E-Mail-Datei", "*.eml"), ("Alle Dateien", "*.*")],
)
if not selected:
return
try:
result = generate_and_send_reminder_mail(
self.repository,
self.member_id,
self.claim_id,
self.reminder_id,
output_path=selected,
sender_name=self.sender_name_var.get(),
sender_email=self.sender_email_var.get(),
signature=self.signature.get("1.0", "end-1c"),
)
except (OSError, RepositoryError) as exc:
messagebox.showerror("Mahnung konnte nicht erzeugt werden", str(exc), parent=self)
return
messagebox.showinfo(
"Mahnung erzeugt",
f"Die E-Mail wurde gespeichert und als versandt gebucht:\n{result.export_path}",
parent=self,
)
self.destroy()
self.on_saved()
class DunningHoldDialog(_Dialog):
def __init__(self, master, repository, member_id, claim_id, on_saved):
super().__init__(master, "Mahnsperre setzen", on_saved)
self.repository, self.member_id, self.claim_id = repository, member_id, claim_id
self.reason_var = tk.StringVar()
self.until_var = tk.StringVar()
ttk.Label(self.frame, text="Grund").grid(row=0, column=0, sticky="w", pady=5, padx=(0, 12))
ttk.Entry(self.frame, textvariable=self.reason_var, width=45).grid(row=0, column=1, pady=5)
ttk.Label(self.frame, text=f"Bis ({date_input_hint()}, optional)").grid(
row=1, column=0, sticky="w", pady=5, padx=(0, 12)
)
ttk.Entry(self.frame, textvariable=self.until_var).grid(row=1, column=1, sticky="ew", pady=5)
self._buttons(2, self._save)
def _save(self) -> None:
try:
self.repository.set_dunning_hold(
self.member_id,
self.claim_id,
active=True,
reason=self.reason_var.get(),
until=self.until_var.get(),
)
except RepositoryError as exc:
messagebox.showerror("Mahnsperre konnte nicht gespeichert werden", str(exc), parent=self)
return
self.destroy()
self.on_saved()