snapshot: preserve current onboarding offboarding portal state

backend/workflows/forms.py

@@ -388,6 +388,8 @@ class OffboardingRequestForm(forms.ModelForm):
     def __init__(self, *args, **kwargs):
         prefill_profile = kwargs.pop('prefill_profile', None)
         super().__init__(*args, **kwargs)
+        self.fields['full_name'].label = 'Vorname und Nachname'
+        self.fields['work_email'].help_text = ''
         if prefill_profile:
             self.fields['full_name'].initial = prefill_profile.full_name
             self.fields['work_email'].initial = prefill_profile.work_email

backend/workflows/management/commands/bootstrap_initial_users.py

@@ -0,0 +1,48 @@
+from django.contrib.auth import get_user_model
+from django.core.management.base import BaseCommand
+
+
+DEFAULT_USERS = [
+    {
+        'username': 'admin_test',
+        'email': 'admin_test@tub.co',
+        'password': 'admin12345',
+        'first_name': 'Admin',
+        'last_name': 'Test',
+        'is_staff': True,
+        'is_superuser': True,
+    },
+    {
+        'username': 'user_test',
+        'email': 'user_test@tub.co',
+        'password': 'user12345',
+        'first_name': 'Normal',
+        'last_name': 'User',
+        'is_staff': False,
+        'is_superuser': False,
+    },
+]
+
+
+class Command(BaseCommand):
+    help = 'Create initial test/admin users when the database is empty.'
+
+    def handle(self, *args, **options):
+        user_model = get_user_model()
+        if user_model.objects.exists():
+            self.stdout.write('bootstrap skipped: users already exist')
+            return
+
+        for item in DEFAULT_USERS:
+            user = user_model.objects.create_user(
+                username=item['username'],
+                email=item['email'],
+                password=item['password'],
+                first_name=item['first_name'],
+                last_name=item['last_name'],
+                is_staff=item['is_staff'],
+                is_superuser=item['is_superuser'],
+            )
+            self.stdout.write(f'created {user.username}')
+
+        self.stdout.write(self.style.SUCCESS('initial users created'))

backend/workflows/tasks.py

@@ -16,6 +16,16 @@ from .models import EmployeeProfile, NotificationRule, NotificationTemplate, Off
 from .emailing import send_system_email
 from .services import upload_to_nextcloud
 from .services import get_email_test_redirect, is_email_test_mode
+from .forms import (
+    ACCESS_CHOICES,
+    DEVICE_CHOICES,
+    HARDWARE_EXTRA_CHOICES,
+    OnboardingRequestForm,
+    RESOURCE_CHOICES,
+    SOFTWARE_CHOICES,
+    SOFTWARE_EXTRA_CHOICES,
+    WORKSPACE_GROUP_CHOICES,
+)
 
 
 DEFAULT_NOTIFICATION_TEMPLATES = {
@@ -179,6 +189,76 @@ def _split_multiline(text: str) -> list[str]:
     return [line.strip() for line in (text or '').split('\n') if line.strip()]
 
 
+def _chunk_choice_labels(choices: list[tuple[str, str]], chunk_size: int = 3) -> list[list[str]]:
+    labels = [label for _, label in choices]
+    return _chunk_list(labels, chunk_size=chunk_size)
+
+
+MANUAL_ONBOARDING_FIELD_SECTIONS = [
+    (
+        'Stammdaten',
+        [
+            'gender',
+            'first_name',
+            'last_name',
+            'job_title',
+            'department',
+            'work_email',
+            'order_business_cards',
+            'business_card_name',
+            'business_card_title',
+            'business_card_email',
+            'business_card_phone',
+        ],
+    ),
+    (
+        'Vertrag',
+        [
+            'contract_start',
+            'employment_type',
+            'employment_end_date',
+            'handover_date',
+        ],
+    ),
+    (
+        'IT-Setup',
+        [
+            'group_mailboxes_required_choice',
+            'group_mailboxes',
+            'additional_hardware_needed_choice',
+            'additional_hardware_other',
+            'additional_software_needed_choice',
+            'additional_software',
+            'additional_access_needed_choice',
+            'additional_access_text',
+            'successor_required_choice',
+            'successor_name',
+            'inherit_phone_number_choice',
+            'phone_number_choice',
+        ],
+    ),
+    (
+        'Abschluss',
+        [
+            'additional_notes',
+            'signature_image',
+            'agreement_confirm',
+        ],
+    ),
+]
+
+
+def _manual_onboarding_field_sections() -> list[dict]:
+    fields = OnboardingRequestForm.base_fields
+    sections = []
+    for title, field_names in MANUAL_ONBOARDING_FIELD_SECTIONS:
+        labels = [str(fields[name].label or name) for name in field_names if name in fields]
+        if not labels:
+            continue
+        sections.append({'title': title, 'rows': _chunk_list(labels, chunk_size=2)})
+    return sections
+
+
 def _resolve_workflow_emails() -> tuple[str, str, str, str, str]:
     config = WorkflowConfig.objects.order_by('id').first()
     it_email = (config.it_onboarding_email if config and config.it_onboarding_email else settings.IT_ONBOARDING_NOTIFICATION_EMAIL)
@@ -448,10 +528,12 @@ def _generate_onboarding_pdf(request_obj: OnboardingRequest) -> Path:
     successor_name = (request_obj.successor_name or '').strip()
     additional_notes = (request_obj.additional_notes or '').strip()
     phone_number = (request_obj.phone_number or '').strip()
+    display_name = f"{gender} {first_name} {last_name}".strip() if gender and gender != '-' else f"{first_name} {last_name}".strip()
 
     context = {
         'VORNAME': first_name,
         'NACHNAME': last_name,
+        'DISPLAY_NAME': display_name or request_obj.full_name,
         'ANREDE': gender,
         'BERUFSBEZEICHNUNG': request_obj.job_title or 'N/A',
         'ABTEILUNG': request_obj.department or 'N/A',
@@ -539,6 +621,7 @@ def _generate_offboarding_pdf(request_obj: OffboardingRequest) -> Path:
         .order_by('-created_at')
         .first()
     )
+    has_onboarding_data = latest_onboarding is not None
     onboarding_hardware = _split_multiline(latest_onboarding.needed_devices) if latest_onboarding else []
     selected_set = {item.lower() for item in onboarding_hardware}
     hardware_catalog = [
@@ -568,8 +651,17 @@ def _generate_offboarding_pdf(request_obj: OffboardingRequest) -> Path:
         'NOTES': request_obj.notes or '-',
         'REQUESTED_BY': requester_email,
         'REQUESTED_BY_NAME': requester_name,
+        'HAS_ONBOARDING_DATA': has_onboarding_data,
         'ONBOARDING_HARDWARE': onboarding_hardware,
         'HARDWARE_CHECKLIST': checklist,
+        'MANUAL_FIELD_SECTIONS': _manual_onboarding_field_sections(),
+        'MANUAL_DEVICES': _chunk_choice_labels(DEVICE_CHOICES),
+        'MANUAL_SOFTWARE': _chunk_choice_labels(SOFTWARE_CHOICES),
+        'MANUAL_ACCESSES': _chunk_choice_labels(ACCESS_CHOICES),
+        'MANUAL_WORKSPACE_GROUPS': _chunk_choice_labels(WORKSPACE_GROUP_CHOICES),
+        'MANUAL_RESOURCES': _chunk_choice_labels(RESOURCE_CHOICES),
+        'MANUAL_EXTRA_HARDWARE': _chunk_choice_labels(HARDWARE_EXTRA_CHOICES),
+        'MANUAL_EXTRA_SOFTWARE': _chunk_choice_labels(SOFTWARE_EXTRA_CHOICES),
     }
 
     html = _render_html(template_path, context)

backend/workflows/templates/workflows/offboarding_form.html

@@ -62,5 +62,59 @@
       </form>
     </div>
   </div>
+
+  <script>
+    (function () {
+      function byName(name) {
+        return document.querySelector('[name="' + name + '"]');
+      }
+
+      function slugifyForEmail(value) {
+        const map = { 'ä': 'ae', 'ö': 'oe', 'ü': 'ue', 'ß': 'ss' };
+        const lower = (value || '').toLowerCase();
+        const mapped = lower.replace(/[äöüß]/g, function (m) { return map[m] || m; });
+        return mapped
+          .normalize('NFD')
+          .replace(/[\u0300-\u036f]/g, '')
+          .replace(/[^a-z0-9]+/g, '.')
+          .replace(/^\.+|\.+$/g, '')
+          .replace(/\.{2,}/g, '.');
+      }
+
+      function extractLastName(fullName) {
+        const parts = (fullName || '').trim().split(/\s+/).filter(Boolean);
+        return parts.length ? parts[parts.length - 1] : '';
+      }
+
+      const fullName = byName('full_name');
+      const workEmail = byName('work_email');
+      if (!fullName || !workEmail) return;
+
+      let lastSuggested = '';
+      let userEditedEmail = false;
+
+      function suggestEmail() {
+        const lastName = extractLastName(fullName.value);
+        const slug = slugifyForEmail(lastName);
+        if (!slug) return;
+        const suggestion = slug + '@tub.co';
+        const current = (workEmail.value || '').trim();
+        if (!userEditedEmail || current === '' || current === lastSuggested) {
+          workEmail.value = suggestion;
+          lastSuggested = suggestion;
+        }
+      }
+
+      workEmail.addEventListener('input', function () {
+        const current = (workEmail.value || '').trim();
+        userEditedEmail = current !== '' && current !== lastSuggested;
+      });
+
+      fullName.addEventListener('input', suggestEmail);
+      fullName.addEventListener('change', suggestEmail);
+      fullName.addEventListener('blur', suggestEmail);
+      suggestEmail();
+    }());
+  </script>
 </body>
 </html>

backend/workflows/templates/workflows/project_wiki.html

@@ -108,7 +108,8 @@
       <li>User opens <code>/offboarding/new/</code> and can search existing profile first.</li>
       <li>Form saves request with requester name/email from logged-in user.</li>
       <li>Task <code>process_offboarding_request</code> runs in worker.</li>
-      <li>PDF is generated (hardware section can be derived from latest onboarding request).</li>
+      <li>PDF is generated. If a previous onboarding request exists, the hardware section can be derived from that onboarding data.</li>
+      <li>If no saved onboarding request exists for that person, the offboarding PDF automatically falls back to a manual onboarding reference sheet with grouped onboarding fields and printable checkbox lists.</li>
       <li>Notification emails are sent (default + rules).</li>
       <li>PDF upload to Nextcloud runs if enabled.</li>
     </ol>
@@ -137,6 +138,7 @@
       <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>
     </ul>
 
     <h2 id="integrations">8) Integrations</h2>
@@ -179,6 +181,14 @@
       <li>Use Docker Compose for web + worker + db + redis services.</li>
       <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>
+    </ul>
+
+    <h3>Initial Bootstrap Users</h3>
+    <ul>
+      <li>Admin test user: <code>admin_test</code> / <code>admin12345</code></li>
+      <li>Normal test user: <code>user_test</code> / <code>user12345</code></li>
+      <li>The bootstrap step only creates these accounts when the user table is empty, so later restarts do not overwrite real users.</li>
     </ul>
 
     <h2 id="hardening">11) Security & Reliability Hardening (Current)</h2>
@@ -222,6 +232,12 @@
         <li>Check SMTP settings and worker logs.</li>
       </ul>
 
+      <h3>Login fails after fresh stack start</h3>
+      <ul>
+        <li>The system should bootstrap the initial users automatically after migrations on an empty database.</li>
+        <li>If login still fails, inspect web logs for <code>bootstrap_initial_users</code> and confirm the database volume was initialized correctly.</li>
+      </ul>
+
       <h3>Nextcloud upload missing</h3>
       <ul>
         <li>Verify Nextcloud is enabled.</li>
@@ -239,7 +255,7 @@
     </ul>
 
     <div class="note">
-      Last updated for current system behavior as of March 10, 2026.
+      Last updated for current system behavior as of March 19, 2026.
     </div>
   </div>
 </body>