snapshot: preserve dashboard redesign and live protocol workflow state
This commit is contained in:
Md Bayazid Bostame
@@ -12,7 +12,7 @@ from jinja2 import Template
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from pypdf import PageObject, PdfReader, PdfWriter
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from xhtml2pdf import pisa
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from .models import EmployeeProfile, NotificationRule, NotificationTemplate, OffboardingRequest, OnboardingRequest, ScheduledWelcomeEmail, WorkflowConfig
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from .models import EmployeeProfile, IntroChecklistItem, NotificationRule, NotificationTemplate, OffboardingRequest, OnboardingIntroductionSession, OnboardingRequest, ScheduledWelcomeEmail, WorkflowConfig
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from .emailing import send_system_email
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from .services import upload_to_nextcloud
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from .services import get_email_test_redirect, is_email_test_mode
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@@ -269,6 +269,111 @@ def _resolve_workflow_emails() -> tuple[str, str, str, str, str]:
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return it_email, general_info_email, business_card_email, hr_works_email, key_email
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def _matches_intro_condition(request_obj: OnboardingRequest, item: IntroChecklistItem) -> bool:
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operator = (item.condition_operator or 'always').strip()
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field_name = (item.condition_field or '').strip()
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expected = (item.condition_value or '').strip()
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if operator == 'always' or not field_name:
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return True
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raw_value = getattr(request_obj, field_name, '')
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if raw_value is None:
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raw_value = ''
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if operator == 'is_true':
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return bool(raw_value)
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if operator == 'is_false':
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return not bool(raw_value)
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text_value = str(raw_value).strip()
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if operator == 'equals':
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return text_value.lower() == expected.lower()
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if operator == 'contains':
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return expected.lower() in text_value.lower()
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return True
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def _build_intro_sections_from_admin(request_obj: OnboardingRequest) -> dict[str, list[str]]:
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items = list(IntroChecklistItem.objects.filter(is_active=True).order_by('section', 'sort_order', 'label'))
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if not items:
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return {}
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section_map = {key: [] for key, _label in IntroChecklistItem.SECTION_CHOICES}
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for item in items:
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if item.section not in section_map:
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continue
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if _matches_intro_condition(request_obj, item):
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section_map[item.section].append(item.label)
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return {key: values for key, values in section_map.items() if values}
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def build_intro_sections_for_request(request_obj: OnboardingRequest) -> list[dict]:
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devices = _split_multiline(request_obj.needed_devices)
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software = _split_multiline(request_obj.needed_software)
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accesses = _split_multiline(request_obj.needed_accesses)
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groups = _split_multiline(request_obj.needed_workspace_groups)
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resources = _split_multiline(request_obj.needed_resources)
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extra_hardware = _split_multiline(request_obj.additional_hardware)
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extra_software = _split_multiline(request_obj.additional_software)
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group_mailboxes = _split_multiline(request_obj.group_mailboxes)
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workplace_items = []
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for item in devices:
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workplace_items.append(f'{item} übergeben und Grundfunktionen erklärt')
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for item in resources:
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workplace_items.append(f'{item} gezeigt bzw. Nutzung erklärt')
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if request_obj.phone_number:
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workplace_items.append(f'Telefonnummer / Direktwahl erklärt: {request_obj.phone_number}')
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if not workplace_items:
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workplace_items.append('Arbeitsplatz, Geräte und allgemeine Nutzung besprochen')
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account_items = [f'{item} Zugang erklärt' for item in accesses]
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account_items.extend([f'{item} Gruppe / Berechtigung erläutert' for item in groups])
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if request_obj.work_email:
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account_items.insert(0, f'Dienstliche E-Mail-Adresse erläutert: {request_obj.work_email}')
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if group_mailboxes:
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account_items.extend([f'Gruppenpostfach erklärt: {item}' for item in group_mailboxes])
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if not account_items:
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account_items.append('Zugänge, Konten und Anmeldelogik besprochen')
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software_items = [f'{item} Einführung durchgeführt' for item in software]
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software_items.extend([f'{item} zusätzlich besprochen' for item in extra_software])
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if not software_items:
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software_items.append('Benötigte Standardsoftware und tägliche Nutzung erklärt')
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process_items = [
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'Passwortregeln und sicherer Umgang besprochen',
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'Dateiablage, Nextcloud und Freigaben erklärt',
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'Kommunikationswege und Support-Prozess erklärt',
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]
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if extra_hardware:
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process_items.extend([f'{item} als zusätzliche Ausstattung besprochen' for item in extra_hardware])
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if request_obj.additional_access_text:
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process_items.extend([f'Zusätzlicher Zugang besprochen: {item}' for item in _split_multiline(request_obj.additional_access_text)])
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if request_obj.successor_name:
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process_items.append(f'Übergabe-/Nachfolgekontext besprochen: {request_obj.successor_name}')
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custom_intro_items = _build_intro_sections_from_admin(request_obj)
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intro_sections_raw = [
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('workplace', 'Geräte und Arbeitsplatz', workplace_items),
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('accounts', 'Konten und Berechtigungen', account_items),
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('software', 'Software und Tools', software_items),
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('process', 'Prozesse und Hinweise', process_items),
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]
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sections = []
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for key, title, default_items in intro_sections_raw:
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merged_items = list(default_items)
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merged_items.extend(custom_intro_items.get(key, []))
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section_items = []
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for idx, label in enumerate(merged_items, start=1):
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section_items.append({'id': f'{key}_{idx}', 'label': label})
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if section_items:
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sections.append({'key': key, 'title': title, 'items': section_items})
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return sections
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def _send_workflow_email(
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subject: str,
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body: str,
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@@ -609,6 +714,107 @@ def _generate_onboarding_pdf(request_obj: OnboardingRequest) -> Path:
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return output_pdf
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def _generate_onboarding_intro_pdf(request_obj: OnboardingRequest) -> Path:
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safe_name = _safe_filename_fragment(request_obj.full_name, fallback=f'onboarding_intro_{request_obj.id}')
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output_pdf = settings.PDF_OUTPUT_DIR / f'onboarding_intro_{safe_name}.pdf'
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temp_pdf = settings.PDF_OUTPUT_DIR / f'_temp_onboarding_intro_{safe_name}.pdf'
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template_path = settings.PDF_TEMPLATES_DIR / 'onboarding_intro_template.html'
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letterhead_path = settings.PDF_TEMPLATES_DIR / 'templates.pdf'
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salutation = (request_obj.get_gender_display() or '').strip()
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display_name = f"{salutation} {request_obj.full_name}".strip() if salutation else request_obj.full_name
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intro_sections = [
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{
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'title': section['title'],
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'rows': _chunk_list([item['label'] for item in section['items']], chunk_size=2),
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}
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for section in build_intro_sections_for_request(request_obj)
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]
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requester_email = request_obj.onboarded_by_email or '-'
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requester_name = request_obj.onboarded_by_name or _resolve_user_display_name(request_obj.onboarded_by_email) or '-'
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context = {
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'DISPLAY_NAME': display_name,
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'ABTEILUNG': request_obj.department or '-',
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'BERUFSBEZEICHNUNG': request_obj.job_title or '-',
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'VERTRAGSBEGINN': request_obj.contract_start,
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'EMAIL': request_obj.work_email or '-',
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'REQUESTED_BY_NAME': requester_name,
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'REQUESTED_BY_EMAIL': requester_email,
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'INTRO_SECTIONS': intro_sections,
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}
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html = _render_html(template_path, context)
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_generate_content_pdf(html, temp_pdf)
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_overlay_with_letterhead(temp_pdf, letterhead_path, output_pdf)
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if temp_pdf.exists():
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temp_pdf.unlink(missing_ok=True)
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return output_pdf
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def _generate_onboarding_intro_session_pdf(session: OnboardingIntroductionSession, admin_signature_name: str = '-') -> Path:
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request_obj = session.onboarding_request
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safe_name = _safe_filename_fragment(request_obj.full_name, fallback=f'onboarding_intro_session_{request_obj.id}')
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version = timezone.now().strftime('%Y%m%d%H%M%S')
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output_pdf = settings.PDF_OUTPUT_DIR / f'onboarding_intro_session_{safe_name}_{version}.pdf'
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temp_pdf = settings.PDF_OUTPUT_DIR / f'_temp_onboarding_intro_session_{safe_name}_{version}.pdf'
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template_path = settings.PDF_TEMPLATES_DIR / 'onboarding_intro_session_pdf.html'
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letterhead_path = settings.PDF_TEMPLATES_DIR / 'templates.pdf'
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salutation = (request_obj.get_gender_display() or '').strip()
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display_name = f"{salutation} {request_obj.full_name}".strip() if salutation else request_obj.full_name
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raw_sections = build_intro_sections_for_request(request_obj)
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checked_map = session.checklist_state or {}
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exported_sections = []
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checked_count = 0
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total_count = 0
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for section in raw_sections:
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checked_items = []
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for item in section['items']:
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checked = bool(checked_map.get(item['id']))
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total_count += 1
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if checked:
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checked_count += 1
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checked_items.append({'label': item['label']})
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if checked_items:
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exported_sections.append({
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'title': section['title'],
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'rows': [checked_items[i:i + 2] for i in range(0, len(checked_items), 2)],
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})
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requester_email = request_obj.onboarded_by_email or '-'
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requester_name = request_obj.onboarded_by_name or _resolve_user_display_name(request_obj.onboarded_by_email) or '-'
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context = {
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'DISPLAY_NAME': display_name,
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'ABTEILUNG': request_obj.department or '-',
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'BERUFSBEZEICHNUNG': request_obj.job_title or '-',
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'VERTRAGSBEGINN': request_obj.contract_start,
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'EMAIL': request_obj.work_email or '-',
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'REQUESTED_BY_NAME': requester_name,
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'REQUESTED_BY_EMAIL': requester_email,
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'SESSION_STATUS': session.get_status_display(),
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'SESSION_COMPLETED_BY': session.completed_by_name or '-',
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'SESSION_COMPLETED_AT': session.completed_at or '-',
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'SESSION_UPDATED_AT': session.updated_at,
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'SESSION_NOTES': session.notes or '-',
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'INTRO_SECTIONS': exported_sections,
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}
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html = _render_html(template_path, context)
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_generate_content_pdf(html, temp_pdf)
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_overlay_with_letterhead(temp_pdf, letterhead_path, output_pdf)
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if temp_pdf.exists():
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temp_pdf.unlink(missing_ok=True)
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return output_pdf
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def _generate_offboarding_pdf(request_obj: OffboardingRequest) -> Path:
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safe_name = _safe_filename_fragment(request_obj.full_name, fallback=f'offboarding_{request_obj.id}')
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output_pdf = settings.PDF_OUTPUT_DIR / f'offboarding_letter_{safe_name}.pdf'
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