• Remove default_app_config
• Themes (replace old theming)
• Also update install_requires for major dependencies
• Fix errors

Custom page designs for the following pages:

• admin/kmuhelper -> design like home
• kmuhelper/emails -> design like home

Additional changes:

• Add settings button to home page
• App improvements
  • Rename v1 and v2 to mobile/desktop
  • Dark background
  • Remove spinner
  • Rename app models
• Move some stuff info subfilders

Instead of just marking orders as paid, connect them to a PaymentImportEntry. Also set bezahlt_am at the same time.

• Allow change
• Add description/title field
• Automatically assign perfect matches
• (?) Better interactivity: After the payment has been connected, show it in a separate category on the process page.

Add link to "app" pages from "normal" admin change list views and vice versa.

See comments below

Copy an order without delivery and payment infos as a new order or create a new delivery with its items.

Useful links:

• Copy model instance

Only for PaymentImport
Source: has_change_permission returned None for obj=None

Add a human-readable form for "Skonto" and "Zahlfrist"

• Date in qr-invoice is NOT the date when the order was shipped! (additional information)
• Current date in not visible on the invoice!

• Option to change title
• Option to change paying conditions

Bestellungen sollten Felder erhalten, um das Versanddatum sowie das Bezahldatum speichern zu können.

Entsprechende Angaben sollten verwendet werden, um bei einem Kunden anzuzeigen, wie lange er gebraucht hat, um vergangene Bestellungen zu bezahlen.

Add URL attribute to unlock admin fields.

Make the interface INTERACTIVE!

Interface:

1. Template
   • Breadcrumbs
   • Useful links
     1. Unpaid orders filter
     2. Paid orders filter
   • Format
     • Categorized blocks
     • 2 column layout
2. Entry grouping
   • Unknown
   • Not found
   • Ready to mark as paid
   • Already marked as paid:
     • Group by customer
     • Also show other unpaid orders from this customer
   • Critical orders:
     • Group by customer
     • Also show other unpaid orders from this customer
3. Flow
   • Load process.html template
   • AJAX Buttons to mark as paid

TODO:

• Sticky summary
• Also store date for entries
• Compare with old entries after upload

https://docs.djangoproject.com/en/5.0/releases/5.0/#miscellaneous

Possibly important changes:

• AdminSite.site_header is now rendered in a ´div´ tag instead of ´h1´. Screen reader users rely on heading elements for navigation within a page. Having two ´h1´ elements was confusing and the site header wasn’t helpful as it is repeated on all pages.
• In order to improve accessibility, the admin’s main content area and header content area are now rendered in a ´main´ and ´header´ tag instead of ´div´.

<h1 id="site-name"> => <div id="site-name">

Update: Seems to work without changing. Might change later when dropping 4.2 support.

Allows to easily compare the bank export to pending invoices.

1. Parse XML
2. Check XML version
3. Create a database entry for upload and M2M references for every entry
4. Compare entries with orders

camt.054
xml parsing

Changes:

• 2.5% ("Reduzierter Satz") => 2.6%
• 3.7% ("Sondersatz für Beherbergung") => 3.8%
• 7.7% ("Normalsatz") => 8.1%

Security fix

Currently, webhook signature ist not being verified!

Custom WooCommerce settings page

• Form for URL and webhook secret
• Connection status
• Manual
  • Link to /wp-admin/admin.php?page=wc-settings&tab=advanced&section=webhooks
  • Option to copy webhook URL
  • Content from current manual

Add a feature to view a order history on the customer edit page

Raises Error 500 when accessed without header

Some permissions are not working as they should.

• "KMUHelper öffnen" buttons should only be displayed if the user has any kind of kmuhelper permissions
• Overview pages: Only display accessible tiles (-> use has_permission in template)
• Home page: Only display tiles the currently logged in user has permissions for
• Check if permissions to view copy to delivery and similar buttons work
• Check if permissions to view email buttons work as they should
• Check if permissions to view/change settings work as they should
  • Settings button should not redirect to account page
• Check permissions required to view some admin inlines
• Remove permissions for hidden settings

Changes to consider:

• Custom permission for pdf generation

To investigate:

• Permissions for proxy models cannot be distinguished in auth.user admin permission selection => remove proxy permissions?

• require_object for views
• Create utils -> is_connected()
  • Also use this function in Templatetag

• Update pagechooser responsive Design
  • icon left instead of on top on mobile
  • use nice flexbox and margins instead of "center" class
• Set /kmuhelper/ as starting point and extend scope
• Remove mobile app (too buggy, also use desktop app)

• Split display and invoice name
• Split display and invoice address
• Add internal name

Paymentimport should not ignore payment conditions (e.g. "Skonto" should be integrated or at least displayed)

Same goes for the "Zahlungseingang": "Skonto" should be displayed there

Rewrite the entire E-Mail module

• Add info to notes field of autogenerated emails
• Change the title for non-online responses
• Add a header for every E-Mail (title editable)
• Fix error for empty data
• Add error message for invalid templates -> DO NOT RAISE 500
• Option to add "log" E-Mail -> Auto-add to bcc in every mail sent
• Info message that attachments may not be very new
• Add send/resend button

Attachment:

• Filename / URL Storage API / Managing Files
• Created at
• Reusable? (for non-private-attachments)

AttachmentManager:

• Create new attachment via custom Manager

EMail:

• Multiple To/CC/BCC Addresses -> django-multi-email-field
• Add sent param for better ordering

TextTemplate:

• Model with Title, Subject & Text
• "Use template" page -> option to import email from customer

At the end:

• Add docs
• Add template for delivery note + tracking info

• Screenshots & Texts
• Remove any mention of "Buchhaltungssoftware"

• kmuhelper/settings-> API calls or form for settings available in the admin
• remove old admin? add link to old admin
• better/shorter descriptions

• Theme color and manifest link not present on all pages => use a central include file
• App page still uses old explanation at the bottom of the page => integrate in buttons or at least sort?
• Theme color showing behind background color
• Splash screen? here Too much work
• Overscroll behaviour? Not possible

Add tests and setup CI

Testing reusable apps

To do

• Remove unreadable [0] and [1] when calling functions with multiple return arguments -> unpack
• Fix/squash migrations
• Apply Django style guidelines or use black formatter

When too much object tool buttons are displayed on a medium screen, they may overlap with the page title.

E.g. the order-details page.

When editing products in the app, stock warnings have no information about the product they belong to.

Check for permissions in:

• Views
• @action decorator

Kosten nicht mehr mit Bestellungskosten verbinden und nur als Import-Vorlage verwenden.

• Model
  • kosten: on_delete=SET_NULL
  • +fehlende Felder
• Add-Tabellen im Admin
  1. Import von Kosten
  2. Eigene Kosten eintragen
• View/edit-Tabelle im Admin:
  • Verknüpfung nicht mehr anzeigen
  • Volle Anpassung möglich
    • Titel, Preis, MwSt, Rabatt etc.
• WC-Import

• Remove general default "0:30"
• Update corresponding setting, model helptexts
• Update FAQ documentation
• Update model field (blank=True)
• Handle in PDF price table generation
• Handle in PDF QR Invoice generation

This issue tracks the progress of translating this app:

• Use English variable names
• Enclose strings in translation functions
• Use English model names
• Enclose strings in templates in translation tags
• (?) Change translation base language to English
• (?) Update quantity description translation and storage (use dropdown and custom field)
• Generate translation files (python -m django makemessages -l en,de,fr,it)
• Translate (https://poedit.net/)

• Custom unstructured_message -> "Zahlungszweck"
• Display contact person name if there's no website or no uid
• (?) Option to change "Bestellungsdatum" to something different
• PaymentReceiver display modes: Business/Club

Add the ability to add custom text to the order PDF. ("rechnungstext")

• Use aggregates (for e.g. count), if applicable
• Make use of list_select_related on ModelAdmins
• Make use of select_related and prefetch_related in custom querysets`

Simple double entry for basic general accounting principles adherence would be a great feature to add.

To do

• Add "infinite" flag for product stock.
  • Disable email warnings
  • Hide from App_Stock querysets
  • Exclude on stats page

Check how stock is handled in WooCommerce to keep compatibility and prepare for potential future 2-way-connection.

Current general problems

• Slow calculations
• Too many emails or admin messages
• Products have no option to be stock-independent (e.g. services paid by hour/minute)
• Stock history not reproducible

App bulk save & WC bulk import

In the app, when multiple orders are saved / marked as shipped, the stock is calculated for every order separately, which results in a lot of calculations and multiple times the same message.

In a bulk WC import, the stock is calculated for every import separately, which can result in A LOT of emails.

=> Possible solution: static method accepts queryset => aggregate functions on entire queryset

(in case of WC bulk import: queryset via id_in=[...])

Idea: Better admin display

Maybe use aggregate functions and also show incoming/outgoing?

https://books.agiliq.com/projects/django-admin-cookbook/en/latest/optimize_queries.html

Idea: Stock list

Design with 'details' element, somewhat like payment import processing page.

Categories:

• Negative (< 0)
• Warning (>= 0, <soll)
• Positive (>= soll)

Alternative: Update print stylesheet for app_stock changelist.

Idea: Stock log

Separate model, which stores all changes in incoming/outgoing and current stock.

• Add related pages section into changelist template
• Add links in "Related pages" section with docs icon.
  • Use other icons for local links

Die Erstellung von PDF-Dateien soll besser von der Bestellung selbst getrennt werden, um die Bestellungsseite weniger zu überladen und um Verwirrung zu vermeiden.

Umsetzung

Unter anderem soll der Rechnungstitel sowie der Rechnungstext aus dem Bestellungen-Modell versteckt werden. Sie sollen nur noch dazu dienen, vorherige Eingaben aus dem PDF Generator zu speichern.

Ein Formular zur PDF-Erstellung soll die Eingabe der obigen Daten ermöglichen. Ein Link zum Formular soll das bisherige Dropdown-Menu ergänzen.

Zahlungserinnerung

Im selben Zug soll eine Direktvorlage für Zahlungserinnerungen erstellt werden. (Titel & Text inkl. Übersetzung; mit Erwähnung vom Rechnungsdatum). -> Zahlungskonditionen anpassen.

Geplantes PDF-Menu

• Rechnung (Digital)
• Rechnung (Druck)
• Lieferschein
• Zahlungserinnerung (Digital)
• Zahlungserinnerung (Druck)
• Benutzerdefiniert (Formular)

Formular

• Rechnungstitel
• Rechnungstext
• Druckversion? (ohne Schnittmarker)
• Overrides für Zahlungskonditionen (& anzeigen/ausblenden) und Rechnungsdatum?

Technisch

Die Daten des Formulars werden via search-Parameter an die PDF-Generationsseite weitergegeben.

Make an optimized design for the admin buttons to support categorizing (e.g. with dropdowns)