snapshot: preserve dashboard redesign and live protocol workflow state

backend/workflows/admin.py

@@ -3,7 +3,7 @@ from django.conf import settings
 from django import forms
 
 from .emailing import send_system_email
-from .models import EmployeeProfile, FormFieldConfig, FormOption, NotificationRule, NotificationTemplate, OffboardingRequest, OnboardingRequest, ScheduledWelcomeEmail, SystemEmailConfig, WorkflowConfig
+from .models import EmployeeProfile, FormFieldConfig, FormOption, IntroChecklistItem, NotificationRule, NotificationTemplate, OffboardingRequest, OnboardingIntroductionSession, OnboardingRequest, ScheduledWelcomeEmail, SystemEmailConfig, WorkflowConfig
 
 
 @admin.register(EmployeeProfile)
@@ -43,6 +43,23 @@ class FormFieldConfigAdmin(admin.ModelAdmin):
     list_editable = ('page_key', 'sort_order', 'is_visible', 'is_required')
 
 
+@admin.register(IntroChecklistItem)
+class IntroChecklistItemAdmin(admin.ModelAdmin):
+    list_display = ('section', 'label', 'condition_field', 'condition_operator', 'condition_value', 'sort_order', 'is_active')
+    list_filter = ('section', 'condition_operator', 'is_active')
+    search_fields = ('label', 'condition_field', 'condition_value')
+    ordering = ('section', 'sort_order', 'label')
+    list_editable = ('sort_order', 'is_active')
+
+
+@admin.register(OnboardingIntroductionSession)
+class OnboardingIntroductionSessionAdmin(admin.ModelAdmin):
+    list_display = ('onboarding_request', 'status', 'completed_by_name', 'completed_at', 'updated_at')
+    list_filter = ('status', 'completed_at', 'updated_at')
+    search_fields = ('onboarding_request__full_name', 'onboarding_request__work_email', 'completed_by_name')
+    ordering = ('-updated_at', '-id')
+
+
 @admin.register(WorkflowConfig)
 class WorkflowConfigAdmin(admin.ModelAdmin):
     list_display = (

backend/workflows/migrations/0025_onboardingrequest_intro_pdf_path.py

@@ -0,0 +1,16 @@
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('workflows', '0024_workflowconfig_welcome_email_delay_days_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='onboardingrequest',
+            name='intro_pdf_path',
+            field=models.CharField(blank=True, max_length=500),
+        ),
+    ]

backend/workflows/migrations/0026_introchecklistitem.py

@@ -0,0 +1,27 @@
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('workflows', '0025_onboardingrequest_intro_pdf_path'),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='IntroChecklistItem',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('section', models.CharField(choices=[('workplace', 'Geräte und Arbeitsplatz'), ('accounts', 'Konten und Berechtigungen'), ('software', 'Software und Tools'), ('process', 'Prozesse und Hinweise')], max_length=30)),
+                ('label', models.CharField(max_length=255)),
+                ('sort_order', models.PositiveIntegerField(default=0)),
+                ('is_active', models.BooleanField(default=True)),
+                ('condition_field', models.CharField(blank=True, max_length=80)),
+                ('condition_operator', models.CharField(choices=[('always', 'Immer anzeigen'), ('contains', 'Enthält'), ('equals', 'Ist gleich'), ('is_true', 'Ist Ja / aktiv'), ('is_false', 'Ist Nein / inaktiv')], default='always', max_length=20)),
+                ('condition_value', models.CharField(blank=True, max_length=255)),
+            ],
+            options={
+                'ordering': ['section', 'sort_order', 'label'],
+            },
+        ),
+    ]

backend/workflows/migrations/0027_onboardingintroductionsession.py

@@ -0,0 +1,26 @@
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('workflows', '0026_introchecklistitem'),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='OnboardingIntroductionSession',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('checklist_state', models.JSONField(blank=True, default=dict)),
+                ('notes', models.TextField(blank=True)),
+                ('status', models.CharField(choices=[('draft', 'Entwurf'), ('completed', 'Abgeschlossen')], default='draft', max_length=20)),
+                ('completed_at', models.DateTimeField(blank=True, null=True)),
+                ('completed_by_name', models.CharField(blank=True, max_length=255)),
+                ('updated_at', models.DateTimeField(auto_now=True)),
+                ('created_at', models.DateTimeField(auto_now_add=True)),
+                ('onboarding_request', models.OneToOneField(on_delete=django.db.models.deletion.CASCADE, to='workflows.onboardingrequest')),
+            ],
+        ),
+    ]

backend/workflows/migrations/0028_onboardingintroductionsession_exported_pdf_path.py

@@ -0,0 +1,16 @@
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('workflows', '0027_onboardingintroductionsession'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='onboardingintroductionsession',
+            name='exported_pdf_path',
+            field=models.CharField(blank=True, max_length=500),
+        ),
+    ]

backend/workflows/models.py

@@ -78,6 +78,7 @@ class OnboardingRequest(models.Model):
     )
 
     generated_pdf_path = models.CharField(max_length=500, blank=True)
+    intro_pdf_path = models.CharField(max_length=500, blank=True)
     created_at = models.DateTimeField(auto_now_add=True)
 
     def __str__(self) -> str:
@@ -231,6 +232,56 @@ class ScheduledWelcomeEmail(models.Model):
         return f'Welcome #{self.id} | {self.recipient_email} | {self.status}'
 
 
+class IntroChecklistItem(models.Model):
+    SECTION_CHOICES = [
+        ('workplace', 'Geräte und Arbeitsplatz'),
+        ('accounts', 'Konten und Berechtigungen'),
+        ('software', 'Software und Tools'),
+        ('process', 'Prozesse und Hinweise'),
+    ]
+    OPERATOR_CHOICES = [
+        ('always', 'Immer anzeigen'),
+        ('contains', 'Enthält'),
+        ('equals', 'Ist gleich'),
+        ('is_true', 'Ist Ja / aktiv'),
+        ('is_false', 'Ist Nein / inaktiv'),
+    ]
+
+    section = models.CharField(max_length=30, choices=SECTION_CHOICES)
+    label = models.CharField(max_length=255)
+    sort_order = models.PositiveIntegerField(default=0)
+    is_active = models.BooleanField(default=True)
+    condition_field = models.CharField(max_length=80, blank=True)
+    condition_operator = models.CharField(max_length=20, choices=OPERATOR_CHOICES, default='always')
+    condition_value = models.CharField(max_length=255, blank=True)
+
+    class Meta:
+        ordering = ['section', 'sort_order', 'label']
+
+    def __str__(self) -> str:
+        return f'{self.get_section_display()}: {self.label}'
+
+
+class OnboardingIntroductionSession(models.Model):
+    STATUS_CHOICES = [
+        ('draft', 'Entwurf'),
+        ('completed', 'Abgeschlossen'),
+    ]
+
+    onboarding_request = models.OneToOneField(OnboardingRequest, on_delete=models.CASCADE)
+    checklist_state = models.JSONField(default=dict, blank=True)
+    notes = models.TextField(blank=True)
+    status = models.CharField(max_length=20, choices=STATUS_CHOICES, default='draft')
+    completed_at = models.DateTimeField(null=True, blank=True)
+    completed_by_name = models.CharField(max_length=255, blank=True)
+    exported_pdf_path = models.CharField(max_length=500, blank=True)
+    updated_at = models.DateTimeField(auto_now=True)
+    created_at = models.DateTimeField(auto_now_add=True)
+
+    def __str__(self) -> str:
+        return f'Einweisung #{self.id} | {self.onboarding_request.full_name} | {self.status}'
+
+
 class WorkflowConfig(models.Model):
     name = models.CharField(max_length=120, default='Default', unique=True)
     it_onboarding_email = models.EmailField(blank=True)

backend/workflows/tasks.py

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

backend/workflows/templates/workflows/home.html

@@ -383,6 +383,11 @@
           <p>Felder, Schritte und Optionen verwalten.</p>
           <a class="btn btn-secondary" href="/admin-tools/form-builder/">Öffnen</a>
         </section>
+        <section class="admin-card">
+          <h3>Einweisungs-Builder</h3>
+          <p>Checklistenpunkte für das Einweisungsprotokoll konfigurieren.</p>
+          <a class="btn btn-secondary" href="/admin-tools/intro-builder/">Öffnen</a>
+        </section>
         <section class="admin-card">
           <h3>Projekt Wiki</h3>
           <p>Dokumentation, Architektur und Runbook.</p>

backend/workflows/templates/workflows/intro_builder.html

@@ -0,0 +1,144 @@
+{% load static %}
+<!doctype html>
+<html lang="de">
+<head>
+  <meta charset="utf-8" />
+  <meta name="viewport" content="width=device-width, initial-scale=1" />
+  <title>Einweisungs-Builder</title>
+  <link rel="stylesheet" href="{% static 'workflows/css/buttons.css' %}" />
+  <style>
+    body { margin: 0; font-family: Arial, sans-serif; background: #f4f8ff; color: #1b2b43; padding: 20px; }
+    .shell { max-width: 1180px; margin: 0 auto; background: #fff; border: 1px solid #d7e0ea; border-radius: 14px; padding: 18px; }
+    .topbar { display: flex; justify-content: space-between; align-items: center; gap: 12px; flex-wrap: wrap; margin-bottom: 10px; }
+    .brand-logo { width: 190px; max-width: 100%; height: auto; display: block; }
+    h1 { margin: 0; color: #000078; font-size: 28px; }
+    .sub { margin: 8px 0 14px; color: #5f6f85; }
+    .flash { margin: 0 0 12px; padding: 10px; border-radius: 8px; border: 1px solid #dbe5f2; background: #f8fbff; }
+    .flash.error { border-color: #f4c7c7; background: #fff1f1; color: #8e1e1e; }
+    .flash.success { border-color: #bfe6c9; background: #edf9f1; color: #116634; }
+    .card { border: 1px solid #d7e0ea; border-radius: 12px; padding: 14px; background: #fcfdff; margin-bottom: 14px; }
+    .grid { display: grid; grid-template-columns: 1.1fr 1.4fr 1fr 1fr 1fr auto; gap: 10px; align-items: end; }
+    .field label { display: block; font-weight: 600; margin-bottom: 6px; }
+    .field input, .field select { width: 100%; min-height: 40px; padding: 8px 10px; border: 1px solid #cfd9e8; border-radius: 8px; box-sizing: border-box; }
+    .table-wrap { overflow-x: auto; }
+    table { width: 100%; border-collapse: collapse; }
+    th, td { border: 1px solid #e2e8f0; padding: 8px; text-align: left; vertical-align: top; }
+    th { background: #f6f8fb; color: #334155; }
+    .mini { color: #64748b; font-size: 12px; }
+    .hint { margin-top: 6px; color: #5f6f85; font-size: 13px; }
+    .table-controls input[type="text"], .table-controls select { width: 100%; min-height: 36px; padding: 7px 9px; border: 1px solid #cfd9e8; border-radius: 8px; box-sizing: border-box; }
+    .table-controls input[type="checkbox"] { transform: scale(1.1); }
+    .actions { white-space: nowrap; }
+    .toolbar { display: flex; justify-content: space-between; align-items: center; gap: 10px; margin-bottom: 10px; flex-wrap: wrap; }
+  </style>
+</head>
+<body>
+  <div class="shell">
+    <div class="topbar">
+      <img class="brand-logo" src="https://tub.co/media/site/0856bfc615-1750234287/tubco-wortbildmarke.svg" alt="TUB/CO Logo" />
+      <a class="btn btn-secondary" href="/">Zur Startseite</a>
+    </div>
+
+    <div class="toolbar">
+      <div>
+        <h1>Einweisungs-Builder</h1>
+        <p class="sub">Checklistenpunkte für das Einweisungs- und Übergabeprotokoll verwalten.</p>
+      </div>
+      <a class="btn btn-secondary" href="/requests/">Zum Dashboard</a>
+    </div>
+
+    {% if messages %}
+      {% for message in messages %}
+        <div class="flash {% if message.tags == 'error' %}error{% else %}success{% endif %}">{{ message }}</div>
+      {% endfor %}
+    {% endif %}
+
+    <form class="card" method="post" action="/admin-tools/intro-builder/">
+      {% csrf_token %}
+      <input type="hidden" name="builder_action" value="add_item" />
+      <div class="grid">
+        <div class="field">
+          <label for="section">Abschnitt</label>
+          <select id="section" name="section">
+            {% for value, label in section_choices %}
+            <option value="{{ value }}">{{ label }}</option>
+            {% endfor %}
+          </select>
+        </div>
+        <div class="field">
+          <label for="label">Checklistenpunkt</label>
+          <input id="label" name="label" placeholder="z. B. Nextcloud Ordnerstruktur erklärt" required />
+        </div>
+        <div class="actions">
+          <button class="btn btn-primary" type="submit">Punkt hinzufügen</button>
+        </div>
+      </div>
+      <div class="hint">Bedingungen und Sortierung können anschließend in der Tabelle bearbeitet werden.</div>
+    </form>
+
+    <form class="card" method="post" action="/admin-tools/intro-builder/">
+      {% csrf_token %}
+      <input type="hidden" name="builder_action" value="save_items" />
+      <div class="table-wrap">
+        <table class="table-controls">
+          <thead>
+            <tr>
+              <th>Sortierung</th>
+              <th>Abschnitt</th>
+              <th>Checklistenpunkt</th>
+              <th>Feld-Bedingung</th>
+              <th>Operator</th>
+              <th>Wert</th>
+              <th>Aktiv</th>
+              <th>Löschen</th>
+            </tr>
+          </thead>
+          <tbody>
+            {% for item in items %}
+            <tr>
+              <td>
+                <input type="hidden" name="item_ids" value="{{ item.id }}" />
+                {{ forloop.counter }}
+              </td>
+              <td>
+                <select name="section_{{ item.id }}">
+                  {% for value, label in section_choices %}
+                  <option value="{{ value }}" {% if item.section == value %}selected{% endif %}>{{ label }}</option>
+                  {% endfor %}
+                </select>
+              </td>
+              <td><input type="text" name="label_{{ item.id }}" value="{{ item.label }}" required /></td>
+              <td>
+                <select name="field_{{ item.id }}">
+                  {% for value, label in condition_field_choices %}
+                  <option value="{{ value }}" {% if item.condition_field == value %}selected{% endif %}>{{ label }}</option>
+                  {% endfor %}
+                </select>
+              </td>
+              <td>
+                <select name="operator_{{ item.id }}">
+                  {% for value, label in operator_choices %}
+                  <option value="{{ value }}" {% if item.condition_operator == value %}selected{% endif %}>{{ label }}</option>
+                  {% endfor %}
+                </select>
+              </td>
+              <td><input type="text" name="value_{{ item.id }}" value="{{ item.condition_value }}" placeholder="z. B. HR Works" /></td>
+              <td><input type="checkbox" name="active_{{ item.id }}" {% if item.is_active %}checked{% endif %} /></td>
+              <td class="actions">
+                <button class="btn btn-secondary" type="submit" name="delete_item_id" value="{{ item.id }}" onclick="return confirm('Checklistenpunkt wirklich löschen?');">Löschen</button>
+              </td>
+            </tr>
+            {% empty %}
+            <tr><td colspan="8">Noch keine benutzerdefinierten Checklistenpunkte angelegt. Solange die Liste leer ist, nutzt das System die integrierten Standardpunkte.</td></tr>
+            {% endfor %}
+          </tbody>
+        </table>
+      </div>
+      <div class="hint">Reihenfolge folgt derzeit der Tabellenreihenfolge beim Speichern.</div>
+      <div style="margin-top:12px;">
+        <button class="btn btn-primary" type="submit">Checkliste speichern</button>
+      </div>
+    </form>
+  </div>
+</body>
+</html>

backend/workflows/templates/workflows/onboarding_intro_session.html

@@ -0,0 +1,161 @@
+{% load static %}
+<!doctype html>
+<html lang="de">
+<head>
+  <meta charset="utf-8" />
+  <meta name="viewport" content="width=device-width, initial-scale=1" />
+  <title>Einweisung durchführen</title>
+  <link rel="stylesheet" href="{% static 'workflows/css/buttons.css' %}" />
+  <style>
+    :root {
+      --brand-blue: #000078;
+      --ink: #17253b;
+      --muted: #607087;
+      --line: #d7e0ea;
+      --panel: #ffffff;
+      --soft: #f4f8ff;
+      --soft-strong: #eef4ff;
+      --ok-bg: #edf9f1;
+      --ok-ink: #116634;
+      --warn-bg: #fff8ea;
+      --warn-ink: #8a5a00;
+    }
+    * { box-sizing: border-box; }
+    body { margin: 0; font-family: "Segoe UI", Arial, sans-serif; background: linear-gradient(180deg, #eef4ff, #f8fbff); color: var(--ink); padding: 24px; }
+    .shell { max-width: 1180px; margin: 0 auto; background: var(--panel); border: 1px solid var(--line); border-radius: 18px; box-shadow: 0 18px 42px rgba(16,32,57,.10); overflow: hidden; }
+    .topbar { display: flex; justify-content: space-between; align-items: flex-start; gap: 16px; padding: 18px 22px; border-bottom: 1px solid var(--line); background: #fff; }
+    .brand-logo { width: 210px; max-width: 100%; height: auto; display: block; }
+    .top-actions { display: flex; gap: 8px; flex-wrap: wrap; justify-content: flex-end; }
+    .hero { padding: 20px 22px 18px; border-bottom: 1px solid var(--line); background: linear-gradient(135deg, rgba(0,0,120,.06), rgba(0,0,120,0) 48%), linear-gradient(180deg, #ffffff, #f8fbff); }
+    .hero h1 { margin: 0; font-size: 32px; line-height: 1.08; color: var(--brand-blue); }
+    .sub { margin: 8px 0 0; color: var(--muted); max-width: 780px; }
+    .content { padding: 20px 22px 24px; }
+    .flash { margin: 0 0 12px; padding: 10px 12px; border-radius: 10px; border: 1px solid #bfe6c9; background: var(--ok-bg); color: var(--ok-ink); }
+    .meta { display: grid; grid-template-columns: repeat(2, minmax(0, 1fr)); gap: 14px; margin-bottom: 16px; }
+    .card { border: 1px solid var(--line); border-radius: 14px; background: #fff; padding: 14px; }
+    .card h2 { margin: 0 0 10px; font-size: 16px; color: #1b3764; }
+    .progress-block { border: 1px solid var(--line); border-radius: 14px; background: linear-gradient(180deg, #ffffff, #f9fbff); padding: 14px; margin-bottom: 16px; }
+    .progress-top { display: flex; justify-content: space-between; gap: 10px; align-items: center; flex-wrap: wrap; margin-bottom: 10px; }
+    .progress-label { font-size: 15px; font-weight: 700; color: #18345f; }
+    .progress-meta { color: var(--muted); font-size: 13px; }
+    .progress-bar { width: 100%; height: 12px; border-radius: 999px; overflow: hidden; background: #e7eefb; border: 1px solid #d6e1f5; }
+    .progress-fill { height: 100%; background: linear-gradient(90deg, #3056a3, #0f5fcf); }
+    .meta-grid { display: grid; grid-template-columns: 170px 1fr; gap: 8px 10px; font-size: 14px; }
+    .meta-grid strong { color: #334155; }
+    .status-pill { display: inline-block; padding: 4px 10px; border-radius: 999px; border: 1px solid #d7e0ea; background: #f8fbff; color: #486183; font-size: 12px; font-weight: 700; }
+    .status-pill.done { background: var(--ok-bg); color: var(--ok-ink); border-color: #bfe6c9; }
+    .status-pill.draft { background: var(--warn-bg); color: var(--warn-ink); border-color: #f5d8a8; }
+    .section { border: 1px solid var(--line); border-radius: 14px; overflow: hidden; margin-bottom: 14px; background: #fff; }
+    .section-head { padding: 11px 14px; font-weight: 700; color: #1f376b; background: var(--soft-strong); border-bottom: 1px solid #d5e2f9; }
+    .items { display: grid; grid-template-columns: repeat(2, minmax(0, 1fr)); gap: 0; padding: 6px 14px 10px; }
+    .item { display: flex; align-items: flex-start; gap: 12px; padding: 10px 0; border-bottom: 1px solid #eef3f8; }
+    .item:nth-last-child(-n+2) { border-bottom: 0; }
+    .item input { margin-top: 2px; width: 18px; height: 18px; accent-color: var(--brand-blue); }
+    .item span { line-height: 1.45; }
+    textarea { width: 100%; min-height: 150px; border: 1px solid #cfd9e8; border-radius: 10px; padding: 11px 12px; font: inherit; resize: vertical; }
+    .help { color: var(--muted); font-size: 13px; margin-top: 8px; }
+    .actions { display: flex; gap: 10px; flex-wrap: wrap; margin-top: 14px; }
+    @media (max-width: 900px) { .meta, .items { grid-template-columns: 1fr; } .topbar { flex-direction: column; } .top-actions { justify-content: flex-start; } .meta-grid { grid-template-columns: 1fr; } .item:nth-last-child(-n+2) { border-bottom: 1px solid #eef3f8; } .item:last-child { border-bottom: 0; } }
+  </style>
+</head>
+<body>
+  <div class="shell">
+    <div class="topbar">
+      <img class="brand-logo" src="https://tub.co/media/site/0856bfc615-1750234287/tubco-wortbildmarke.svg" alt="TUB/CO Logo" />
+      <div class="top-actions">
+        <a class="btn btn-secondary" href="/requests/">Zum Dashboard</a>
+        <a class="btn btn-secondary" href="/">Zur Startseite</a>
+      </div>
+    </div>
+
+    <div class="hero">
+      <h1>Einweisung durchführen</h1>
+      <p class="sub">Einfache Live-Checkliste für das persönliche Onboarding-Gespräch. Punkte abhaken, Notizen ergänzen, als Entwurf speichern oder als abgeschlossen markieren.</p>
+    </div>
+
+    <div class="content">
+      {% if messages %}
+        {% for message in messages %}
+          <div class="flash">{{ message }}</div>
+        {% endfor %}
+      {% endif %}
+
+      <div class="meta">
+        <div class="card">
+          <h2>Mitarbeitende Person</h2>
+          <div class="meta-grid">
+            <strong>Name</strong><span>{{ display_name|default:onboarding.full_name }}</span>
+            <strong>Abteilung</strong><span>{{ onboarding.department|default:"-" }}</span>
+            <strong>Berufsbezeichnung</strong><span>{{ onboarding.job_title|default:"-" }}</span>
+            <strong>Dienstliche E-Mail</strong><span>{{ onboarding.work_email|default:"-" }}</span>
+            <strong>Vertragsbeginn</strong><span>{{ onboarding.contract_start|default:"-" }}</span>
+          </div>
+        </div>
+        <div class="card">
+          <h2>Sitzungsstatus</h2>
+          <div class="meta-grid">
+            <strong>Status</strong>
+            <span><span class="status-pill {% if session.status == 'completed' %}done{% else %}draft{% endif %}">{{ session.get_status_display }}</span></span>
+            <strong>Abgeschlossen von</strong><span>{{ session.completed_by_name|default:"-" }}</span>
+            <strong>Abgeschlossen am</strong><span>{% if session.completed_at %}{{ session.completed_at|date:"Y-m-d H:i" }}{% else %}-{% endif %}</span>
+            <strong>Letzte Änderung</strong><span>{{ session.updated_at|date:"Y-m-d H:i" }}</span>
+          </div>
+        </div>
+      </div>
+
+      <div class="progress-block">
+        <div class="progress-top">
+          <div>
+            <div class="progress-label">Fortschritt der Einweisung</div>
+            <div class="progress-meta">{{ checked_count }} von {{ total_count }} Punkten erledigt</div>
+          </div>
+          <div class="status-pill {% if session.status == 'completed' %}done{% else %}draft{% endif %}">{{ progress_percent }}%</div>
+        </div>
+        <div class="progress-bar"><div class="progress-fill" style="width: {{ progress_percent }}%;"></div></div>
+      </div>
+
+      <form method="post">
+        {% csrf_token %}
+        {% for section in sections %}
+        <section class="section">
+          <div class="section-head">{{ section.title }}</div>
+          <div class="items">
+            {% for item in section.items %}
+            <label class="item">
+              <input type="checkbox" name="checked_items" value="{{ item.id }}" {% if item.checked %}checked{% endif %} />
+              <span>{{ item.label }}</span>
+            </label>
+            {% endfor %}
+          </div>
+        </section>
+        {% endfor %}
+
+        <div class="card">
+          <h2>Notizen</h2>
+          <textarea id="notes" name="notes">{{ session.notes }}</textarea>
+          <div class="help">Diese Seite bleibt bewusst einfach: echte Web-Checkboxen, Notizen und ein klarer Entwurf/Abschluss-Status. Kein zusätzlicher komplexer PDF-Signatur-Workflow.</div>
+          <div class="actions">
+            <button class="btn btn-secondary" type="submit" name="session_action" value="save">Als Entwurf speichern</button>
+            <button class="btn btn-primary" type="submit" name="session_action" value="complete">Als abgeschlossen markieren</button>
+            <button class="btn btn-secondary" type="submit" name="session_action" value="reset" onclick="return confirm('Einweisung wirklich zurücksetzen?');">Alles zurücksetzen</button>
+          </div>
+        </div>
+      </form>
+
+      <div class="card">
+        <h2>Live-Protokoll</h2>
+        <div class="help">Erzeugt das Live-Protokoll nur aus den aktuell gespeicherten Haken und Notizen.</div>
+        <div class="actions">
+          <form method="post" action="/requests/onboarding/{{ onboarding.id }}/intro-session/pdf/" style="display:inline;">
+            {% csrf_token %}
+            <button class="btn btn-secondary" type="submit">Live-Protokoll erzeugen</button>
+          </form>
+          {% if session_pdf_url %}
+            <a class="btn btn-secondary" href="{{ session_pdf_url }}" target="_blank" rel="noopener">Live-Protokoll öffnen</a>
+          {% endif %}
+        </div>
+      </div>
+    </div>
+  </div>
+</body>
+</html>

backend/workflows/templates/workflows/project_wiki.html

@@ -98,6 +98,8 @@
       <li>Form saves request; requester identity is taken from logged-in user.</li>
       <li>Task <code>process_onboarding_request</code> runs in worker.</li>
       <li>PDF is generated using HTML template + letterhead overlay.</li>
+      <li>Staff can additionally generate a separate <code>Einweisungs- und Übergabeprotokoll</code> from the Requests Dashboard for face-to-face employee introduction and sign-off.</li>
+      <li>Staff can also open a simple live <code>Einweisung durchführen</code> page with real web checkboxes, notes, and draft/completed tracking.</li>
       <li>Default notification emails + optional rule-based emails are sent.</li>
       <li>Welcome email job is scheduled (configurable delay).</li>
       <li>PDF is uploaded to Nextcloud if enabled.</li>
@@ -134,11 +136,16 @@
     <h2 id="pdfs">7) PDF Engine</h2>
     <ul>
       <li>Template source: <code>/backend/media/templates/onboarding_template.html</code> and <code>offboarding_template.html</code>.</li>
+      <li>Additional onboarding intro template: <code>/backend/media/templates/onboarding_intro_template.html</code>.</li>
       <li>Letterhead: <code>/backend/media/templates/templates.pdf</code>.</li>
       <li>Output folder: <code>/backend/media/pdfs/</code>.</li>
       <li>Signature images are embedded for compatibility with xhtml2pdf rendering.</li>
       <li>Conditional sections are hidden if no data is provided.</li>
       <li>Offboarding fallback behavior: if no onboarding record is available, the PDF renders a manual onboarding review layout grouped into <code>Stammdaten</code>, <code>Vertrag</code>, <code>IT-Setup</code>, and <code>Abschluss</code>, plus checkbox grids for devices, software, accesses, workspace groups, resources, and additional IT items.</li>
+      <li>The onboarding intro PDF is a separate checklist-style document for live walkthroughs. It uses printable blank checkboxes and signature lines for both the employee and the trainer.</li>
+      <li>The onboarding intro PDF can now use admin-configured checklist items from the dedicated <code>Einweisungs-Builder</code>. If no custom items are configured, the system falls back to built-in defaults.</li>
+      <li>The live introduction page uses the same checklist structure as the intro PDF, so admins maintain one checklist definition and can use it both on screen and on paper.</li>
+      <li>The live introduction page shows progress in percent and can generate a separate PDF export of the saved live checklist state.</li>
     </ul>
 
     <h2 id="integrations">8) Integrations</h2>
@@ -157,9 +164,12 @@
     <h2 id="admin">9) Admin Apps (Home)</h2>
     <ul>
       <li><strong>Form Builder:</strong> manage field visibility/order/options.</li>
+      <li><strong>Einweisungs-Builder:</strong> manage custom checklist items for the intro PDF and live introduction checklist, including section, visibility, and conditional display logic.</li>
       <li><strong>Integrations:</strong> Nextcloud, SMTP, default routing addresses, notification rules.</li>
       <li><strong>Welcome Emails:</strong> scheduled jobs, pause/resume/cancel/trigger now.</li>
       <li><strong>Requests Dashboard:</strong> search records, open PDFs, delete records (single/bulk for staff).</li>
+      <li><strong>Einweisungs- und Übergabeprotokoll:</strong> staff-only <code>PDF erzeugen</code>, <code>Neu erzeugen</code>, and <code>PDF öffnen</code> actions directly on onboarding rows in the Requests Dashboard.</li>
+      <li><strong>Einweisung durchführen:</strong> staff-only live checklist page opened from onboarding rows, with draft/completed status, notes, progress tracking, and a separate live-status PDF export.</li>
       <li><strong>Project Wiki:</strong> this documentation page.</li>
     </ul>
 
@@ -182,6 +192,7 @@
       <li>After template/form/task changes, restart web and worker containers.</li>
       <li>Run <code>python manage.py check</code> before release.</li>
       <li>On a fresh database, the web container boot sequence now runs <code>python manage.py bootstrap_initial_users</code> right after migrations.</li>
+      <li>After adding or editing intro checklist items, regenerate the intro PDF from the Requests Dashboard to reflect the updated checklist.</li>
     </ul>
 
     <h3>Initial Bootstrap Users</h3>

backend/workflows/urls.py

@@ -30,5 +30,9 @@ urlpatterns = [
     path('admin-tools/wiki/', views.project_wiki_page, name='project_wiki_page'),
     path('admin-tools/form-builder/', views.form_builder_page, name='form_builder_page'),
     path('admin-tools/form-builder/save-order/', views.form_builder_save_order, name='form_builder_save_order'),
+    path('admin-tools/intro-builder/', views.intro_builder_page, name='intro_builder_page'),
+    path('requests/onboarding/<int:request_id>/intro-session/', views.onboarding_intro_session_page, name='onboarding_intro_session_page'),
+    path('requests/onboarding/<int:request_id>/intro-session/pdf/', views.generate_onboarding_intro_session_pdf, name='generate_onboarding_intro_session_pdf'),
+    path('requests/onboarding/<int:request_id>/intro-pdf/generate/', views.generate_onboarding_intro_pdf, name='generate_onboarding_intro_pdf'),
     path('requests/delete/<str:kind>/<int:request_id>/', views.delete_request_from_dashboard, name='delete_request_from_dashboard'),
 ]

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):