snapshot: preserve dashboard redesign and live protocol workflow state

backend/workflows/views.py

@@ -25,11 +25,14 @@ from .form_builder import (
     ONBOARDING_PAGE_ORDER,
     ensure_form_field_configs,
 )
-from .models import EmployeeProfile, FormFieldConfig, FormOption, NotificationRule, NotificationTemplate, OffboardingRequest, OnboardingRequest, ScheduledWelcomeEmail, WorkflowConfig
+from .models import EmployeeProfile, FormFieldConfig, FormOption, IntroChecklistItem, NotificationRule, NotificationTemplate, OffboardingRequest, OnboardingIntroductionSession, OnboardingRequest, ScheduledWelcomeEmail, WorkflowConfig
 from .emailing import send_system_email
 from .services import get_email_test_redirect, is_email_test_mode, is_nextcloud_enabled, upload_to_nextcloud
 from .tasks import (
     DEFAULT_NOTIFICATION_TEMPLATES,
+    _generate_onboarding_intro_pdf,
+    _generate_onboarding_intro_session_pdf,
+    build_intro_sections_for_request,
     process_offboarding_request,
     process_onboarding_request,
     send_scheduled_welcome_email,
@@ -272,6 +275,9 @@ def requests_dashboard(request):
 
     rows = []
     for obj in onboarding_items:
+        intro_session = OnboardingIntroductionSession.objects.filter(onboarding_request=obj).first()
+        if intro_session and intro_session.exported_pdf_path:
+            intro_session.exported_pdf_url = f"/media/pdfs/{Path(intro_session.exported_pdf_path).name}"
         rows.append(
             {
                 'id': obj.id,
@@ -281,6 +287,8 @@ def requests_dashboard(request):
                 'work_email': obj.work_email,
                 'created_at': obj.created_at,
                 'pdf_url': f"/media/pdfs/{Path(obj.generated_pdf_path).name}" if obj.generated_pdf_path else None,
+                'intro_pdf_url': f"/media/pdfs/{Path(obj.intro_pdf_path).name}" if obj.intro_pdf_path else None,
+                'intro_session': intro_session,
                 'status': 'PDF erstellt' if obj.generated_pdf_path else 'In Bearbeitung',
             }
         )
@@ -294,6 +302,8 @@ def requests_dashboard(request):
                 'work_email': obj.work_email,
                 'created_at': obj.created_at,
                 'pdf_url': f"/media/pdfs/{Path(obj.generated_pdf_path).name}" if obj.generated_pdf_path else None,
+                'intro_pdf_url': None,
+                'intro_session': None,
                 'status': 'PDF erstellt' if obj.generated_pdf_path else 'In Bearbeitung',
             }
         )
@@ -400,6 +410,101 @@ def onboarding_success(request, request_id: int):
     return render(request, 'workflows/onboarding_success.html', {'obj': obj, 'pdf_url': pdf_url})
 
 
+@login_required
+@user_passes_test(_is_staff)
+@require_POST
+def generate_onboarding_intro_pdf(request, request_id: int):
+    obj = get_object_or_404(OnboardingRequest, id=request_id)
+    pdf_path = _generate_onboarding_intro_pdf(obj)
+    obj.intro_pdf_path = str(pdf_path)
+    obj.save(update_fields=['intro_pdf_path'])
+    messages.success(request, 'Einweisungs- und Übergabeprotokoll wurde erzeugt.')
+    return redirect('requests_dashboard')
+
+
+@login_required
+@user_passes_test(_is_staff)
+@require_POST
+def generate_onboarding_intro_session_pdf(request, request_id: int):
+    onboarding = get_object_or_404(OnboardingRequest, id=request_id)
+    session, _created = OnboardingIntroductionSession.objects.get_or_create(onboarding_request=onboarding)
+    pdf_path = _generate_onboarding_intro_session_pdf(session, admin_signature_name=_display_user_name(request.user))
+    session.exported_pdf_path = str(pdf_path)
+    session.save(update_fields=['exported_pdf_path'])
+    messages.success(request, 'Einweisungsprotokoll aus Live-Status wurde erzeugt.')
+    return redirect('onboarding_intro_session_page', request_id=request_id)
+
+
+@login_required
+@user_passes_test(_is_staff)
+def onboarding_intro_session_page(request, request_id: int):
+    onboarding = get_object_or_404(OnboardingRequest, id=request_id)
+    session, _created = OnboardingIntroductionSession.objects.get_or_create(onboarding_request=onboarding)
+    sections = build_intro_sections_for_request(onboarding)
+
+    if request.method == 'POST':
+        checked_ids = set(request.POST.getlist('checked_items'))
+        checklist_state = {}
+        for section in sections:
+            for item in section['items']:
+                checklist_state[item['id']] = item['id'] in checked_ids
+
+        action = (request.POST.get('session_action') or 'save').strip()
+        session.checklist_state = checklist_state
+        session.notes = (request.POST.get('notes') or '').strip()
+        if action == 'reset':
+            session.checklist_state = {}
+            session.notes = ''
+            session.status = 'draft'
+            session.completed_at = None
+            session.completed_by_name = ''
+            session.exported_pdf_path = ''
+            session.save(update_fields=['checklist_state', 'notes', 'status', 'completed_at', 'completed_by_name', 'exported_pdf_path'])
+            messages.success(request, 'Einweisung wurde zurückgesetzt.')
+            return redirect('onboarding_intro_session_page', request_id=request_id)
+        if action == 'complete':
+            session.status = 'completed'
+            session.completed_at = timezone.now()
+            session.completed_by_name = _display_user_name(request.user)
+            messages.success(request, 'Einweisung wurde als abgeschlossen gespeichert.')
+        else:
+            session.status = 'draft'
+            session.completed_at = None
+            session.completed_by_name = ''
+            messages.success(request, 'Einweisung wurde als Entwurf gespeichert.')
+        session.save()
+        return redirect('onboarding_intro_session_page', request_id=request_id)
+
+    checked_map = session.checklist_state or {}
+    checked_count = 0
+    total_count = 0
+    for section in sections:
+        for item in section['items']:
+            item['checked'] = bool(checked_map.get(item['id']))
+            total_count += 1
+            if item['checked']:
+                checked_count += 1
+
+    salutation = (onboarding.get_gender_display() or '').strip()
+    display_name = f"{salutation} {onboarding.full_name}".strip() if salutation else onboarding.full_name
+    progress_percent = int((checked_count / total_count) * 100) if total_count else 0
+
+    return render(
+        request,
+        'workflows/onboarding_intro_session.html',
+        {
+            'onboarding': onboarding,
+            'session': session,
+            'display_name': display_name,
+            'sections': sections,
+            'checked_count': checked_count,
+            'total_count': total_count,
+            'progress_percent': progress_percent,
+            'session_pdf_url': f"/media/pdfs/{Path(session.exported_pdf_path).name}" if session.exported_pdf_path else None,
+        },
+    )
+
+
 @login_required
 @ensure_csrf_cookie
 def offboarding_create(request):
@@ -608,6 +713,108 @@ def form_builder_page(request):
     )
 
 
+@login_required
+@user_passes_test(_is_staff)
+def intro_builder_page(request):
+    if request.method == 'POST':
+        delete_id = (request.POST.get('delete_item_id') or '').strip()
+        if delete_id:
+            item = IntroChecklistItem.objects.filter(id=delete_id).first()
+            if item:
+                item.delete()
+                messages.success(request, 'Checklistenpunkt wurde gelöscht.')
+            else:
+                messages.error(request, 'Checklistenpunkt nicht gefunden.')
+            return redirect('intro_builder_page')
+
+        action = (request.POST.get('builder_action') or '').strip()
+        if action == 'add_item':
+            section = (request.POST.get('section') or '').strip()
+            label = (request.POST.get('label') or '').strip()
+            if section not in {k for k, _ in IntroChecklistItem.SECTION_CHOICES}:
+                messages.error(request, 'Ungültiger Abschnitt.')
+                return redirect('intro_builder_page')
+            if not label:
+                messages.error(request, 'Bitte eine Bezeichnung für den Checklistenpunkt angeben.')
+                return redirect('intro_builder_page')
+            next_sort = (
+                IntroChecklistItem.objects.filter(section=section).order_by('-sort_order').values_list('sort_order', flat=True).first()
+            )
+            IntroChecklistItem.objects.create(
+                section=section,
+                label=label,
+                sort_order=(next_sort + 1) if next_sort is not None else 0,
+                is_active=True,
+                condition_operator='always',
+            )
+            messages.success(request, 'Checklistenpunkt wurde hinzugefügt.')
+            return redirect('intro_builder_page')
+
+        if action == 'save_items':
+            item_ids = request.POST.getlist('item_ids')
+            valid_sections = {k for k, _ in IntroChecklistItem.SECTION_CHOICES}
+            valid_ops = {k for k, _ in IntroChecklistItem.OPERATOR_CHOICES}
+            for pos, raw_id in enumerate(item_ids):
+                item = IntroChecklistItem.objects.filter(id=raw_id).first()
+                if not item:
+                    continue
+                section = (request.POST.get(f'section_{item.id}') or item.section).strip()
+                if section not in valid_sections:
+                    section = item.section
+                operator = (request.POST.get(f'operator_{item.id}') or item.condition_operator).strip()
+                if operator not in valid_ops:
+                    operator = 'always'
+                item.section = section
+                item.label = (request.POST.get(f'label_{item.id}') or item.label).strip() or item.label
+                item.is_active = request.POST.get(f'active_{item.id}') == 'on'
+                item.condition_field = (request.POST.get(f'field_{item.id}') or '').strip()
+                item.condition_operator = operator
+                item.condition_value = (request.POST.get(f'value_{item.id}') or '').strip()
+                item.sort_order = pos
+                item.save(
+                    update_fields=[
+                        'section',
+                        'label',
+                        'is_active',
+                        'condition_field',
+                        'condition_operator',
+                        'condition_value',
+                        'sort_order',
+                    ]
+                )
+            messages.success(request, 'Einweisungs-Checkliste wurde gespeichert.')
+            return redirect('intro_builder_page')
+
+    condition_field_choices = [
+        ('', 'Keine Bedingung'),
+        ('needed_devices', 'Benötigte Geräte und Gegenstände'),
+        ('needed_software', 'Benötigte Software'),
+        ('needed_accesses', 'Benötigte Zugänge'),
+        ('needed_workspace_groups', 'Benötigte Gruppen im Workspace'),
+        ('needed_resources', 'Benötigte Ressourcen'),
+        ('additional_hardware', 'Zusätzliche Hardware'),
+        ('additional_software', 'Zusätzliche Software'),
+        ('additional_access_text', 'Weitere Zugänge (Freitext)'),
+        ('group_mailboxes_required', 'Gruppenpostfächer erforderlich'),
+        ('order_business_cards', 'Visitenkarten bestellt'),
+        ('phone_number', 'Direktwahl vorhanden'),
+        ('successor_name', 'Nachfolge vorhanden'),
+        ('department', 'Abteilung'),
+    ]
+
+    items = list(IntroChecklistItem.objects.all().order_by('section', 'sort_order', 'label'))
+    return render(
+        request,
+        'workflows/intro_builder.html',
+        {
+            'items': items,
+            'section_choices': IntroChecklistItem.SECTION_CHOICES,
+            'operator_choices': IntroChecklistItem.OPERATOR_CHOICES,
+            'condition_field_choices': condition_field_choices,
+        },
+    )
+
+
 @login_required
 @user_passes_test(_is_staff)
 def integrations_setup_page(request):