857 lines
37 KiB
Python
857 lines
37 KiB
Python
# Copyright (c) 2025 Patrick Motsch
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# All rights reserved.
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"""
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Trustee Feature Container - Main Module.
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Handles feature initialization and RBAC catalog registration.
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"""
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import logging
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from typing import Dict, List, Any
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logger = logging.getLogger(__name__)
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# Feature metadata
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FEATURE_CODE = "trustee"
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FEATURE_LABEL = "Treuhand"
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FEATURE_ICON = "mdi-briefcase"
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# UI Objects for RBAC catalog
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# Note: organisations and contracts removed - feature instance = organisation
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UI_OBJECTS = [
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{
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"objectKey": "ui.feature.trustee.dashboard",
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"label": "Dashboard",
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"meta": {"area": "dashboard"}
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},
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# Note: ui.feature.trustee.positions and .documents removed.
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# Positionen and Dokumente are now consolidated tabs inside the
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# ui.feature.trustee.data-tables view (TrusteeDataTablesView).
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# Data-level RBAC (data.feature.trustee.TrusteePosition / .TrusteeDocument)
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# remains and continues to gate per-row access.
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{
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"objectKey": "ui.feature.trustee.data-tables",
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"label": "Daten-Tabellen",
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"meta": {"area": "data-tables"}
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},
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{
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"objectKey": "ui.feature.trustee.import-process",
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"label": "Import & Verarbeitung",
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"meta": {"area": "import-process"}
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},
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{
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"objectKey": "ui.feature.trustee.analyse",
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"label": "Analyse & Reporting",
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"meta": {"area": "analyse"}
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},
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{
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"objectKey": "ui.feature.trustee.abschluss",
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"label": "Abschluss & Prüfung",
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"meta": {"area": "abschluss"}
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},
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{
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"objectKey": "ui.feature.trustee.settings",
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"label": "Buchhaltungs-Einstellungen",
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"meta": {"area": "settings", "admin_only": True}
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},
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{
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"objectKey": "ui.feature.trustee.instance-roles",
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"label": "Instanz-Rollen & Berechtigungen",
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"meta": {"area": "admin", "admin_only": True}
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},
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]
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# DATA Objects for RBAC catalog (tables/entities)
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# Used for AccessRules on data-level permissions.
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# Architecture note: a feature instance IS the organisation. There is no
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# TrusteeOrganisation parent grouping in the UDB — all tables are scoped
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# to the feature instance via featureInstanceId.
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DATA_OBJECTS = [
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# ── Categorical Groups (UDB folders) ─────────────────────────────────────
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{
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"objectKey": "data.feature.trustee.localData",
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"label": "Lokale Daten",
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"meta": {"isGroup": True}
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},
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{
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"objectKey": "data.feature.trustee.config",
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"label": "Konfiguration",
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"meta": {"isGroup": True}
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},
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{
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"objectKey": "data.feature.trustee.accountingData",
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"label": "Daten aus Buchhaltungssystem",
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"meta": {"isGroup": True}
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},
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# ── Lokale Daten ─────────────────────────────────────────────────────────
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{
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"objectKey": "data.feature.trustee.TrusteePosition",
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"label": "Position",
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"meta": {
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"table": "TrusteePosition",
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"group": "data.feature.trustee.localData",
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"fields": ["id", "valuta", "company", "desc", "bookingAmount", "bookingCurrency", "debitAccountNumber", "creditAccountNumber"],
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}
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},
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{
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"objectKey": "data.feature.trustee.TrusteeDocument",
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"label": "Dokument",
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"meta": {
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"table": "TrusteeDocument",
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"group": "data.feature.trustee.localData",
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"fields": ["id", "documentName", "documentMimeType", "documentType", "sourceType"],
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}
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},
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# ── Konfiguration ────────────────────────────────────────────────────────
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{
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"objectKey": "data.feature.trustee.TrusteeAccountingConfig",
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"label": "Buchhaltungs-Verbindung",
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"meta": {
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"table": "TrusteeAccountingConfig",
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"group": "data.feature.trustee.config",
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"fields": ["id", "connectorType", "displayLabel", "isActive", "lastSyncAt", "lastSyncStatus"],
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}
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},
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{
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"objectKey": "data.feature.trustee.TrusteeAccountingSync",
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"label": "Sync-Protokoll",
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"meta": {
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"table": "TrusteeAccountingSync",
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"group": "data.feature.trustee.config",
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"fields": ["id", "positionId", "syncStatus", "externalId"],
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}
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},
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# ── Daten aus Buchhaltungssystem ─────────────────────────────────────────
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{
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"objectKey": "data.feature.trustee.TrusteeDataAccount",
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"label": "Kontenplan",
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"meta": {
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"table": "TrusteeDataAccount",
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"group": "data.feature.trustee.accountingData",
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"fields": ["id", "accountNumber", "label", "accountType", "accountGroup", "currency", "isActive"],
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}
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},
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{
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"objectKey": "data.feature.trustee.TrusteeDataJournalEntry",
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"label": "Buchungen",
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"meta": {
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"table": "TrusteeDataJournalEntry",
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"group": "data.feature.trustee.accountingData",
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"fields": ["id", "externalId", "bookingDate", "reference", "description", "currency", "totalAmount"],
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}
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},
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{
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"objectKey": "data.feature.trustee.TrusteeDataJournalLine",
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"label": "Buchungszeilen",
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"meta": {
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"table": "TrusteeDataJournalLine",
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"group": "data.feature.trustee.accountingData",
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"fields": ["id", "journalEntryId", "accountNumber", "debitAmount", "creditAmount", "currency", "taxCode", "costCenter", "description"],
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}
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},
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{
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"objectKey": "data.feature.trustee.TrusteeDataContact",
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"label": "Kontakte",
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"meta": {
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"table": "TrusteeDataContact",
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"group": "data.feature.trustee.accountingData",
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"fields": ["id", "externalId", "contactType", "contactNumber", "name", "address", "zip", "city", "country", "email", "phone", "vatNumber"],
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}
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},
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{
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"objectKey": "data.feature.trustee.TrusteeDataAccountBalance",
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"label": "Kontosalden",
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"meta": {
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"table": "TrusteeDataAccountBalance",
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"group": "data.feature.trustee.accountingData",
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"fields": ["id", "accountNumber", "periodYear", "periodMonth", "openingBalance", "debitTotal", "creditTotal", "closingBalance", "currency"],
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}
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},
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{
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"objectKey": "data.feature.trustee.*",
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"label": "Alle Treuhand-Daten",
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"meta": {"wildcard": True, "description": "Wildcard for all trustee data tables"}
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},
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]
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# Resource Objects for RBAC catalog
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# Note: organisations and contracts removed - feature instance = organisation
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RESOURCE_OBJECTS = [
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{
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"objectKey": "resource.feature.trustee.documents.create",
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"label": "Dokument hochladen",
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"meta": {"endpoint": "/api/trustee/{instanceId}/documents", "method": "POST"}
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},
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{
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"objectKey": "resource.feature.trustee.documents.update",
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"label": "Dokument aktualisieren",
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"meta": {"endpoint": "/api/trustee/{instanceId}/documents/{documentId}", "method": "PUT"}
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},
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{
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"objectKey": "resource.feature.trustee.documents.delete",
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"label": "Dokument löschen",
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"meta": {"endpoint": "/api/trustee/{instanceId}/documents/{documentId}", "method": "DELETE"}
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},
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{
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"objectKey": "resource.feature.trustee.positions.create",
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"label": "Position erstellen",
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"meta": {"endpoint": "/api/trustee/{instanceId}/positions", "method": "POST"}
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},
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{
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"objectKey": "resource.feature.trustee.positions.update",
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"label": "Position aktualisieren",
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"meta": {"endpoint": "/api/trustee/{instanceId}/positions/{positionId}", "method": "PUT"}
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},
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{
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"objectKey": "resource.feature.trustee.positions.delete",
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"label": "Position löschen",
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"meta": {"endpoint": "/api/trustee/{instanceId}/positions/{positionId}", "method": "DELETE"}
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},
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{
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"objectKey": "resource.feature.trustee.instance-roles.manage",
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"label": "Instanz-Rollen verwalten",
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"meta": {"endpoint": "/api/trustee/{instanceId}/instance-roles", "method": "ALL", "admin_only": True}
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},
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{
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"objectKey": "resource.feature.trustee.accounting.manage",
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"label": "Buchhaltungs-Integration verwalten",
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"meta": {"endpoint": "/api/trustee/{instanceId}/accounting/config", "method": "ALL", "admin_only": True}
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},
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{
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"objectKey": "resource.feature.trustee.accounting.sync",
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"label": "Buchhaltung synchronisieren",
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"meta": {"endpoint": "/api/trustee/{instanceId}/accounting/sync", "method": "POST"}
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},
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{
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"objectKey": "resource.feature.trustee.accounting.view",
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"label": "Sync-Status einsehen",
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"meta": {"endpoint": "/api/trustee/{instanceId}/accounting/sync-status", "method": "GET"}
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},
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{
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"objectKey": "resource.feature.trustee.workflows.view",
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"label": "Workflows einsehen",
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"meta": {"endpoint": "/api/workflows/{instanceId}/workflows", "method": "GET"}
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},
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{
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"objectKey": "resource.feature.trustee.workflows.execute",
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"label": "Workflows ausführen",
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"meta": {"endpoint": "/api/workflows/{instanceId}/execute", "method": "POST"}
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},
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{
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"objectKey": "resource.feature.trustee.workflows.manage",
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"label": "Workflows verwalten",
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"meta": {"endpoint": "/api/workflows/{instanceId}/workflows", "method": "ALL", "admin_only": True}
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},
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]
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# Template roles for this feature with AccessRules
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# Each role defines default UI and DATA permissions
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# Note: UI item=None means ALL views, specific items restrict to named views
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# IMPORTANT: item uses vollqualifizierte ObjectKeys (gemäss Navigation-API-Konzept)
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QUICK_ACTION_CATEGORIES = [
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{"id": "import", "label": "Import & Verarbeitung", "sortOrder": 1},
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{"id": "analyse", "label": "Analyse & Reporting", "sortOrder": 2},
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{"id": "abschluss", "label": "Abschluss & Prüfung", "sortOrder": 3},
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]
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QUICK_ACTIONS = [
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{
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"id": "trustee-process-receipts",
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"label": "Belege verarbeiten",
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"description": "Belege aus SharePoint importieren, klassifizieren und verbuchen",
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"icon": "mdi-file-document-check-outline",
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"color": "#4CAF50",
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"category": "import",
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"actionType": "link",
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"config": {"targetView": "import-process", "tab": "receipts"},
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"requiredRoles": ["trustee-user", "trustee-accountant", "trustee-admin"],
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"sortOrder": 1,
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},
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{
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"id": "trustee-upload-receipt",
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"label": "Beleg hochladen",
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"description": "Beleg scannen oder als Datei hochladen",
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"icon": "mdi-camera-document-outline",
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"color": "#607D8B",
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"category": "import",
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"actionType": "link",
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"config": {"targetView": "import-process", "tab": "upload"},
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"requiredRoles": ["trustee-user", "trustee-client", "trustee-accountant", "trustee-admin"],
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"sortOrder": 2,
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},
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{
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"id": "trustee-sync-accounting",
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"label": "Daten einlesen",
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"description": "Buchhaltungsdaten aus dem externen System aktualisieren",
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"icon": "mdi-sync",
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"color": "#FF9800",
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"category": "import",
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"actionType": "link",
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"config": {"targetView": "settings", "tab": "import-data"},
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"requiredRoles": ["trustee-accountant", "trustee-admin"],
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"sortOrder": 3,
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},
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{
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"id": "trustee-budget-comparison",
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"label": "Budget-Vergleich",
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"description": "Soll/Ist-Vergleich der Buchhaltung mit Budget-Excel",
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"icon": "mdi-chart-bar",
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"color": "#2196F3",
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"category": "analyse",
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"actionType": "link",
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"config": {"targetView": "analyse", "tab": "budget"},
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"requiredRoles": ["trustee-accountant", "trustee-admin"],
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"sortOrder": 4,
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},
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{
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"id": "trustee-kpi-dashboard",
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"label": "KPI-Dashboard",
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"description": "Kennzahlen berechnen und visualisieren",
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"icon": "mdi-view-dashboard-outline",
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"color": "#9C27B0",
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"category": "analyse",
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"actionType": "link",
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"config": {"targetView": "analyse", "tab": "kpi"},
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"requiredRoles": ["trustee-accountant", "trustee-admin"],
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"sortOrder": 5,
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},
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{
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"id": "trustee-cashflow",
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"label": "Cashflow-Rechnung",
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"description": "Cashflow berechnen und analysieren",
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"icon": "mdi-cash-multiple",
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"color": "#009688",
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"category": "analyse",
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"actionType": "link",
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"config": {"targetView": "analyse", "tab": "cashflow"},
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"requiredRoles": ["trustee-accountant", "trustee-admin"],
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"sortOrder": 6,
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},
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{
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"id": "trustee-forecast",
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"label": "Prognose erstellen",
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"description": "Trend-Analyse und Prognose der nächsten Monate",
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"icon": "mdi-chart-timeline-variant",
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"color": "#E91E63",
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"category": "analyse",
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"actionType": "link",
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"config": {"targetView": "analyse", "tab": "forecast"},
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"requiredRoles": ["trustee-accountant", "trustee-admin"],
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"sortOrder": 7,
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},
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{
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"id": "trustee-year-end-check",
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"label": "Jahresabschluss prüfen",
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"description": "Automatische Prüfungen für den Jahresabschluss",
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"icon": "mdi-clipboard-check-outline",
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"color": "#795548",
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"category": "abschluss",
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"actionType": "link",
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"config": {"targetView": "abschluss", "tab": "year-end"},
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"requiredRoles": ["trustee-accountant", "trustee-admin"],
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"sortOrder": 8,
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},
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]
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# ---------------------------------------------------------------------------
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# Template Workflows — bootstrapped into each new feature instance.
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# Graphs use existing nodes: trigger.manual, trustee.refreshAccountingData, ai.prompt.
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# The placeholder {{featureInstanceId}} is replaced by _copyTemplateWorkflows.
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# ---------------------------------------------------------------------------
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def _buildAnalysisWorkflowGraph(prompt: str) -> Dict[str, Any]:
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"""Build a standard analysis graph: trigger -> refreshAccountingData -> ai.prompt."""
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return {
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"nodes": [
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{"id": "trigger", "type": "trigger.manual", "label": "Start", "_method": "", "_action": "", "parameters": {}, "position": {"x": 0, "y": 0}},
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{"id": "refresh", "type": "trustee.refreshAccountingData", "label": "Daten laden", "_method": "trustee", "_action": "refreshAccountingData",
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"parameters": {"featureInstanceId": "{{featureInstanceId}}", "forceRefresh": False}, "position": {"x": 250, "y": 0}},
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{"id": "analyse", "type": "ai.prompt", "label": "Analyse", "_method": "ai", "_action": "process",
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"parameters": {
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"aiPrompt": prompt,
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"context": {"type": "ref", "nodeId": "refresh", "path": ["data", "accountingData"]},
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"simpleMode": False,
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}, "position": {"x": 500, "y": 0}},
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],
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"connections": [
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{"source": "trigger", "sourcePort": 0, "target": "refresh", "targetPort": 0},
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{"source": "refresh", "sourcePort": 0, "target": "analyse", "targetPort": 0},
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],
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}
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TEMPLATE_WORKFLOWS = [
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{
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"id": "trustee-receipt-import",
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"label": "Beleg-Import Pipeline",
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"description": "Belege extrahieren, verarbeiten und in Buchhaltung synchronisieren",
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"tags": ["feature:trustee", "template:trustee-receipt-import"],
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"graph": {
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"nodes": [
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{"id": "trigger", "type": "trigger.manual", "label": "Start", "_method": "", "_action": "", "parameters": {}, "position": {"x": 0, "y": 0}},
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{"id": "extract", "type": "trustee.extractFromFiles", "label": "Dokumente extrahieren", "_method": "trustee", "_action": "extractFromFiles",
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"parameters": {"featureInstanceId": "{{featureInstanceId}}", "prompt": ""}, "position": {"x": 250, "y": 0}},
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{"id": "process", "type": "trustee.processDocuments", "label": "Verarbeiten", "_method": "trustee", "_action": "processDocuments",
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"parameters": {"documentList": [], "featureInstanceId": "{{featureInstanceId}}"}, "position": {"x": 500, "y": 0}},
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{"id": "sync", "type": "trustee.syncToAccounting", "label": "Synchronisieren", "_method": "trustee", "_action": "syncToAccounting",
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"parameters": {"documentList": [], "featureInstanceId": "{{featureInstanceId}}"}, "position": {"x": 750, "y": 0}},
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],
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"connections": [
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{"source": "trigger", "sourcePort": 0, "target": "extract", "targetPort": 0},
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{"source": "extract", "sourcePort": 0, "target": "process", "targetPort": 0},
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{"source": "process", "sourcePort": 0, "target": "sync", "targetPort": 0},
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],
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},
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},
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{
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"id": "trustee-sync-accounting",
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"label": "Buchhaltung synchronisieren",
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"description": "Buchhaltungsdaten aus dem externen System aktualisieren",
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"tags": ["feature:trustee", "template:trustee-sync-accounting"],
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"graph": {
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"nodes": [
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{"id": "trigger", "type": "trigger.manual", "label": "Start", "_method": "", "_action": "", "parameters": {}, "position": {"x": 0, "y": 0}},
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{"id": "refresh", "type": "trustee.refreshAccountingData", "label": "Daten aktualisieren", "_method": "trustee", "_action": "refreshAccountingData",
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"parameters": {"featureInstanceId": "{{featureInstanceId}}", "forceRefresh": True}, "position": {"x": 250, "y": 0}},
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],
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"connections": [
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{"source": "trigger", "sourcePort": 0, "target": "refresh", "targetPort": 0},
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],
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},
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},
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{
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"id": "trustee-budget-comparison",
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"label": "Budget-Vergleich",
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"description": "Soll/Ist-Vergleich der Buchhaltung mit Budget-Excel",
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"tags": ["feature:trustee", "template:trustee-budget-comparison"],
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"graph": {
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"nodes": [
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{"id": "trigger", "type": "trigger.manual", "label": "Start", "_method": "", "_action": "", "parameters": {}, "position": {"x": 0, "y": 0}},
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{"id": "refresh", "type": "trustee.refreshAccountingData", "label": "Daten laden", "_method": "trustee", "_action": "refreshAccountingData",
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"parameters": {"featureInstanceId": "{{featureInstanceId}}", "forceRefresh": False}, "position": {"x": 250, "y": 0}},
|
|
{"id": "analyse", "type": "ai.prompt", "label": "Budget-Analyse", "_method": "ai", "_action": "process",
|
|
"parameters": {
|
|
"aiPrompt": (
|
|
"Fuehre einen Budget-Soll/Ist-Vergleich durch.\n"
|
|
"Die Budget-Datei (Excel) wurde als Dokument uebergeben. "
|
|
"Die aktuellen Buchhaltungsdaten sind im Kontext verfuegbar.\n"
|
|
"1. Lies die Soll-Werte aus dem uebergebenen Budget-Dokument\n"
|
|
"2. Vergleiche sie mit den Ist-Werten aus der Buchhaltung pro Konto\n"
|
|
"3. Berechne die Abweichung (absolut und prozentual)\n"
|
|
"4. Erstelle ein Abweichungs-Chart (Balkendiagramm: Soll vs. Ist pro Konto)\n"
|
|
"5. Markiere kritische Abweichungen (>10%) und gib eine kurze Einschaetzung"
|
|
),
|
|
"documentList": {"type": "ref", "nodeId": "trigger", "path": ["payload", "documentList"]},
|
|
"context": {"type": "ref", "nodeId": "refresh", "path": ["data", "accountingData"]},
|
|
"simpleMode": False,
|
|
}, "position": {"x": 500, "y": 0}},
|
|
],
|
|
"connections": [
|
|
{"source": "trigger", "sourcePort": 0, "target": "refresh", "targetPort": 0},
|
|
{"source": "refresh", "sourcePort": 0, "target": "analyse", "targetPort": 0},
|
|
],
|
|
},
|
|
},
|
|
{
|
|
"id": "trustee-kpi-dashboard",
|
|
"label": "KPI-Dashboard",
|
|
"description": "Kennzahlen berechnen und visualisieren",
|
|
"tags": ["feature:trustee", "template:trustee-kpi-dashboard"],
|
|
"graph": _buildAnalysisWorkflowGraph(
|
|
"Erstelle ein KPI-Dashboard basierend auf den aktuellen Buchhaltungsdaten. Berechne und visualisiere:\n"
|
|
"1. Bruttogewinn und Bruttogewinnmarge\n"
|
|
"2. EBIT (Betriebsergebnis)\n"
|
|
"3. Gewinnmarge (Reingewinn / Umsatz)\n"
|
|
"4. Eigenkapitalquote und Check auf hälftigen Kapitalverlust (OR Art. 725)\n"
|
|
"5. Liquiditätsgrad 1-3 (Cash Ratio, Quick Ratio, Current Ratio)\n"
|
|
"6. Überschuldungs-Check\n\n"
|
|
"Erstelle für jede Kennzahl einen kurzen Kommentar (gut/kritisch/Handlungsbedarf). "
|
|
"Erstelle mindestens 2 Charts: ein Übersichts-Chart der Margen und ein Liquiditäts-Chart."
|
|
),
|
|
},
|
|
{
|
|
"id": "trustee-cashflow",
|
|
"label": "Cashflow-Rechnung",
|
|
"description": "Cashflow berechnen und analysieren",
|
|
"tags": ["feature:trustee", "template:trustee-cashflow"],
|
|
"graph": _buildAnalysisWorkflowGraph(
|
|
"Erstelle eine Cashflow-Rechnung basierend auf den aktuellen Buchhaltungsdaten:\n"
|
|
"1. Operativer Cashflow: Starte vom Reingewinn, bereinige um nicht-cash-wirksame Positionen\n"
|
|
"2. Investitions-Cashflow: Investitionen in Sachanlagen, Finanzanlagen\n"
|
|
"3. Finanzierungs-Cashflow: Darlehensaufnahmen/-rückzahlungen, Dividenden, Kapitalerhöhungen\n"
|
|
"4. Netto-Cashflow und Veränderung der liquiden Mittel\n\n"
|
|
"Warne bei kritischen Werten. Erstelle ein Wasserfall-Chart oder gestapeltes Balkendiagramm."
|
|
),
|
|
},
|
|
{
|
|
"id": "trustee-forecast",
|
|
"label": "Prognose erstellen",
|
|
"description": "Trend-Analyse und Prognose der nächsten Monate",
|
|
"tags": ["feature:trustee", "template:trustee-forecast"],
|
|
"graph": _buildAnalysisWorkflowGraph(
|
|
"Erstelle eine Finanzprognose basierend auf den historischen Buchhaltungsdaten:\n"
|
|
"1. Analysiere die Umsatz- und Aufwandsentwicklung der letzten 6 Monate\n"
|
|
"2. Identifiziere Trends und Saisonalitäten\n"
|
|
"3. Prognostiziere Umsatz, Aufwand und Gewinn für die nächsten 3 Monate\n"
|
|
"4. Erstelle ein Chart mit Ist-Werten und Prognose-Korridor\n"
|
|
"5. Markiere Risiken\n\n"
|
|
"Nutze eine einfache lineare Extrapolation mit Saisonalitätskorrektur wo sinnvoll."
|
|
),
|
|
},
|
|
{
|
|
"id": "trustee-year-end-check",
|
|
"label": "Jahresabschluss prüfen",
|
|
"description": "Automatische Prüfungen für den Jahresabschluss",
|
|
"tags": ["feature:trustee", "template:trustee-year-end-check"],
|
|
"graph": _buildAnalysisWorkflowGraph(
|
|
"Führe eine automatische Jahresabschluss-Prüfung durch:\n"
|
|
"1. Saldovalidierung: Prüfe alle Bilanzkonten auf Plausibilität\n"
|
|
"2. Vorjahresvergleich: Vergleiche Bilanz- und ER-Positionen mit dem Vorjahr, markiere Abweichungen >20%\n"
|
|
"3. Abgrenzungen: Identifiziere potenzielle transitorische Aktiven/Passiven\n"
|
|
"4. Gesetzliche Prüfungen: Hälftiger Kapitalverlust (OR 725), Überschuldung, Mindestkapital\n"
|
|
"5. MWST-Plausibilisierung: Vorsteuer vs. geschätzter Aufwand, Umsatzsteuer vs. Umsatz\n\n"
|
|
"Erstelle eine Checkliste mit Status (OK / Warnung / Kritisch) pro Prüfpunkt."
|
|
),
|
|
},
|
|
]
|
|
|
|
|
|
TEMPLATE_ROLES = [
|
|
{
|
|
"roleLabel": "trustee-viewer",
|
|
"description": "Treuhand-Betrachter - Treuhand-Daten einsehen (nur lesen)",
|
|
"accessRules": [
|
|
{"context": "UI", "item": "ui.feature.trustee.dashboard", "view": True},
|
|
{"context": "UI", "item": "ui.feature.trustee.data-tables", "view": True},
|
|
{"context": "RESOURCE", "item": "resource.feature.trustee.workflows.view", "view": True},
|
|
{"context": "DATA", "item": None, "view": True, "read": "m", "create": "n", "update": "n", "delete": "n"},
|
|
],
|
|
},
|
|
{
|
|
"roleLabel": "trustee-user",
|
|
"description": "Treuhand-Benutzer - Eigene Treuhand-Daten erstellen und verwalten",
|
|
"accessRules": [
|
|
{"context": "UI", "item": "ui.feature.trustee.dashboard", "view": True},
|
|
{"context": "UI", "item": "ui.feature.trustee.data-tables", "view": True},
|
|
{"context": "UI", "item": "ui.feature.trustee.import-process", "view": True},
|
|
{"context": "RESOURCE", "item": "resource.feature.trustee.workflows.view", "view": True},
|
|
{"context": "RESOURCE", "item": "resource.feature.trustee.workflows.execute", "view": True},
|
|
{"context": "DATA", "item": None, "view": True, "read": "m", "create": "m", "update": "m", "delete": "n"},
|
|
],
|
|
},
|
|
{
|
|
"roleLabel": "trustee-admin",
|
|
"description": "Treuhand-Administrator - Vollzugriff auf alle Treuhand-Daten und Einstellungen",
|
|
"accessRules": [
|
|
{"context": "UI", "item": None, "view": True},
|
|
{"context": "DATA", "item": None, "view": True, "read": "a", "create": "a", "update": "a", "delete": "a"},
|
|
{"context": "RESOURCE", "item": "resource.feature.trustee.instance-roles.manage", "view": True},
|
|
{"context": "RESOURCE", "item": "resource.feature.trustee.workflows.view", "view": True},
|
|
{"context": "RESOURCE", "item": "resource.feature.trustee.workflows.execute", "view": True},
|
|
{"context": "RESOURCE", "item": "resource.feature.trustee.workflows.manage", "view": True},
|
|
],
|
|
},
|
|
{
|
|
"roleLabel": "trustee-accountant",
|
|
"description": "Treuhand-Buchhalter - Buchhaltungs- und Finanzdaten verwalten",
|
|
"accessRules": [
|
|
{"context": "UI", "item": "ui.feature.trustee.dashboard", "view": True},
|
|
{"context": "UI", "item": "ui.feature.trustee.data-tables", "view": True},
|
|
{"context": "UI", "item": "ui.feature.trustee.analyse", "view": True},
|
|
{"context": "UI", "item": "ui.feature.trustee.abschluss", "view": True},
|
|
{"context": "UI", "item": "ui.feature.trustee.settings", "view": True},
|
|
{"context": "DATA", "item": None, "view": True, "read": "g", "create": "g", "update": "g", "delete": "g"},
|
|
{"context": "RESOURCE", "item": "resource.feature.trustee.accounting.sync", "view": True},
|
|
{"context": "RESOURCE", "item": "resource.feature.trustee.accounting.view", "view": True},
|
|
{"context": "RESOURCE", "item": "resource.feature.trustee.workflows.view", "view": True},
|
|
{"context": "RESOURCE", "item": "resource.feature.trustee.workflows.execute", "view": True},
|
|
],
|
|
},
|
|
{
|
|
"roleLabel": "trustee-client",
|
|
"description": "Treuhand-Kunde - Eigene Buchhaltungsdaten und Dokumente einsehen",
|
|
"accessRules": [
|
|
{"context": "UI", "item": "ui.feature.trustee.dashboard", "view": True},
|
|
{"context": "UI", "item": "ui.feature.trustee.data-tables", "view": True},
|
|
{"context": "UI", "item": "ui.feature.trustee.import-process", "view": True},
|
|
{"context": "DATA", "item": "data.feature.trustee.TrusteePosition", "view": True, "read": "m", "create": "m", "update": "m", "delete": "n"},
|
|
{"context": "DATA", "item": "data.feature.trustee.TrusteeDocument", "view": True, "read": "m", "create": "m", "update": "m", "delete": "n"},
|
|
],
|
|
},
|
|
]
|
|
|
|
|
|
def getFeatureDefinition() -> Dict[str, Any]:
|
|
"""Return the feature definition for registration."""
|
|
return {
|
|
"code": FEATURE_CODE,
|
|
"label": FEATURE_LABEL,
|
|
"icon": FEATURE_ICON
|
|
}
|
|
|
|
|
|
def getUiObjects() -> List[Dict[str, Any]]:
|
|
"""Return UI objects for RBAC catalog registration."""
|
|
return UI_OBJECTS
|
|
|
|
|
|
def getResourceObjects() -> List[Dict[str, Any]]:
|
|
"""Return resource objects for RBAC catalog registration."""
|
|
return RESOURCE_OBJECTS
|
|
|
|
|
|
def getTemplateRoles() -> List[Dict[str, Any]]:
|
|
"""Return template roles for this feature."""
|
|
return TEMPLATE_ROLES
|
|
|
|
|
|
def getTemplateWorkflows() -> List[Dict[str, Any]]:
|
|
"""Return template workflow definitions for bootstrap on instance creation."""
|
|
return TEMPLATE_WORKFLOWS
|
|
|
|
|
|
def getQuickActions() -> List[Dict[str, Any]]:
|
|
"""Return quick action definitions for the Trustee dashboard."""
|
|
return QUICK_ACTIONS
|
|
|
|
|
|
def getQuickActionCategories() -> List[Dict[str, Any]]:
|
|
"""Return quick action category definitions."""
|
|
return QUICK_ACTION_CATEGORIES
|
|
|
|
|
|
def getDataObjects() -> List[Dict[str, Any]]:
|
|
"""Return DATA objects for RBAC catalog registration."""
|
|
return DATA_OBJECTS
|
|
|
|
|
|
def registerFeature(catalogService) -> bool:
|
|
"""
|
|
Register this feature's RBAC objects in the catalog.
|
|
|
|
Args:
|
|
catalogService: The RBAC catalog service instance
|
|
|
|
Returns:
|
|
True if registration was successful
|
|
"""
|
|
try:
|
|
# Register UI objects
|
|
for uiObj in UI_OBJECTS:
|
|
catalogService.registerUiObject(
|
|
featureCode=FEATURE_CODE,
|
|
objectKey=uiObj["objectKey"],
|
|
label=uiObj["label"],
|
|
meta=uiObj.get("meta")
|
|
)
|
|
|
|
# Register Resource objects
|
|
for resObj in RESOURCE_OBJECTS:
|
|
catalogService.registerResourceObject(
|
|
featureCode=FEATURE_CODE,
|
|
objectKey=resObj["objectKey"],
|
|
label=resObj["label"],
|
|
meta=resObj.get("meta")
|
|
)
|
|
|
|
# Register DATA objects (tables/entities)
|
|
for dataObj in DATA_OBJECTS:
|
|
catalogService.registerDataObject(
|
|
featureCode=FEATURE_CODE,
|
|
objectKey=dataObj["objectKey"],
|
|
label=dataObj["label"],
|
|
meta=dataObj.get("meta")
|
|
)
|
|
|
|
# Sync template roles to database (with AccessRules)
|
|
_syncTemplateRolesToDb()
|
|
|
|
logger.info(f"Feature '{FEATURE_CODE}' registered {len(UI_OBJECTS)} UI, {len(RESOURCE_OBJECTS)} resource, {len(DATA_OBJECTS)} data objects")
|
|
return True
|
|
|
|
except Exception as e:
|
|
logger.error(f"Failed to register feature '{FEATURE_CODE}': {e}")
|
|
return False
|
|
|
|
|
|
def _syncTemplateRolesToDb() -> int:
|
|
"""
|
|
Sync template roles and their AccessRules to the database.
|
|
Creates global template roles (mandateId=None) if they don't exist.
|
|
|
|
Returns:
|
|
Number of roles created/updated
|
|
"""
|
|
try:
|
|
from modules.interfaces.interfaceDbApp import getRootInterface
|
|
from modules.datamodels.datamodelRbac import Role, AccessRule, AccessRuleContext
|
|
from modules.datamodels.datamodelUtils import coerce_text_multilingual
|
|
|
|
rootInterface = getRootInterface()
|
|
|
|
# Get existing template roles for this feature (Pydantic models)
|
|
existingRoles = rootInterface.getRolesByFeatureCode(FEATURE_CODE)
|
|
templateRoles = [r for r in existingRoles if r.mandateId is None]
|
|
existingRoleLabels = {r.roleLabel: str(r.id) for r in templateRoles}
|
|
|
|
createdCount = 0
|
|
for roleTemplate in TEMPLATE_ROLES:
|
|
roleLabel = roleTemplate["roleLabel"]
|
|
|
|
if roleLabel in existingRoleLabels:
|
|
roleId = existingRoleLabels[roleLabel]
|
|
# Ensure AccessRules exist for this role
|
|
_ensureAccessRulesForRole(rootInterface, roleId, roleTemplate.get("accessRules", []))
|
|
else:
|
|
# Create new template role
|
|
newRole = Role(
|
|
roleLabel=roleLabel,
|
|
description=coerce_text_multilingual(roleTemplate.get("description", {})),
|
|
featureCode=FEATURE_CODE,
|
|
mandateId=None, # Global template
|
|
featureInstanceId=None,
|
|
isSystemRole=False
|
|
)
|
|
createdRole = rootInterface.db.recordCreate(Role, newRole.model_dump())
|
|
roleId = createdRole.get("id")
|
|
|
|
# Create AccessRules for this role
|
|
_ensureAccessRulesForRole(rootInterface, roleId, roleTemplate.get("accessRules", []))
|
|
|
|
logger.info(f"Created template role '{roleLabel}' with ID {roleId}")
|
|
createdCount += 1
|
|
|
|
if createdCount > 0:
|
|
logger.info(f"Feature '{FEATURE_CODE}': Created {createdCount} template roles")
|
|
|
|
# Repair instance-specific roles that are missing AccessRules
|
|
_repairInstanceRolesAccessRules(rootInterface, existingRoleLabels)
|
|
|
|
return createdCount
|
|
|
|
except Exception as e:
|
|
logger.error(f"Error syncing template roles for feature '{FEATURE_CODE}': {e}")
|
|
return 0
|
|
|
|
|
|
def _repairInstanceRolesAccessRules(rootInterface, templateRoleLabels: Dict[str, str]) -> int:
|
|
"""
|
|
Repair instance-specific roles by copying AccessRules from their template roles.
|
|
This ensures instance roles created before AccessRules were defined get updated.
|
|
|
|
Args:
|
|
rootInterface: Root interface instance
|
|
templateRoleLabels: Dict mapping roleLabel to template role ID
|
|
|
|
Returns:
|
|
Number of instance roles repaired
|
|
"""
|
|
from modules.datamodels.datamodelRbac import Role, AccessRule, AccessRuleContext
|
|
|
|
repairedCount = 0
|
|
|
|
# Get all instance-specific roles for this feature (Pydantic models)
|
|
allRoles = rootInterface.getRolesByFeatureCode(FEATURE_CODE)
|
|
instanceRoles = [r for r in allRoles if r.mandateId is not None]
|
|
|
|
for instanceRole in instanceRoles:
|
|
roleLabel = instanceRole.roleLabel
|
|
instanceRoleId = str(instanceRole.id)
|
|
|
|
# Find matching template role
|
|
templateRoleId = templateRoleLabels.get(roleLabel)
|
|
if not templateRoleId:
|
|
continue
|
|
|
|
# Check if instance role has AccessRules (Pydantic models)
|
|
existingRules = rootInterface.getAccessRulesByRole(instanceRoleId)
|
|
if existingRules:
|
|
continue # Already has rules, skip
|
|
|
|
# Copy AccessRules from template role (Pydantic models)
|
|
templateRules = rootInterface.getAccessRulesByRole(templateRoleId)
|
|
if not templateRules:
|
|
continue # Template has no rules
|
|
|
|
for rule in templateRules:
|
|
newRule = AccessRule(
|
|
roleId=instanceRoleId,
|
|
context=rule.context,
|
|
item=rule.item,
|
|
view=rule.view if rule.view else False,
|
|
read=rule.read,
|
|
create=rule.create,
|
|
update=rule.update,
|
|
delete=rule.delete,
|
|
)
|
|
rootInterface.db.recordCreate(AccessRule, newRule.model_dump())
|
|
|
|
logger.info(f"Repaired instance role '{roleLabel}' (ID: {instanceRoleId}): copied {len(templateRules)} AccessRules from template")
|
|
repairedCount += 1
|
|
|
|
if repairedCount > 0:
|
|
logger.info(f"Feature '{FEATURE_CODE}': Repaired {repairedCount} instance roles with missing AccessRules")
|
|
|
|
return repairedCount
|
|
|
|
|
|
def _ensureAccessRulesForRole(rootInterface, roleId: str, ruleTemplates: List[Dict[str, Any]]) -> int:
|
|
"""
|
|
Ensure AccessRules exist for a role based on templates.
|
|
|
|
Args:
|
|
rootInterface: Root interface instance
|
|
roleId: Role ID
|
|
ruleTemplates: List of rule templates
|
|
|
|
Returns:
|
|
Number of rules created
|
|
"""
|
|
from modules.datamodels.datamodelRbac import AccessRule, AccessRuleContext
|
|
|
|
# Get existing rules for this role (Pydantic models)
|
|
existingRules = rootInterface.getAccessRulesByRole(roleId)
|
|
|
|
# Create a set of existing rule signatures to avoid duplicates
|
|
# IMPORTANT: Use .value for enum comparison, not str() which gives "AccessRuleContext.DATA" in Python 3.11+
|
|
existingSignatures = set()
|
|
for rule in existingRules:
|
|
sig = (rule.context.value if rule.context else None, rule.item)
|
|
existingSignatures.add(sig)
|
|
|
|
createdCount = 0
|
|
for template in ruleTemplates:
|
|
context = template.get("context", "UI")
|
|
item = template.get("item")
|
|
sig = (context, item)
|
|
|
|
if sig in existingSignatures:
|
|
continue
|
|
|
|
# Map context string to enum
|
|
if context == "UI":
|
|
contextEnum = AccessRuleContext.UI
|
|
elif context == "DATA":
|
|
contextEnum = AccessRuleContext.DATA
|
|
elif context == "RESOURCE":
|
|
contextEnum = AccessRuleContext.RESOURCE
|
|
else:
|
|
contextEnum = context
|
|
|
|
newRule = AccessRule(
|
|
roleId=roleId,
|
|
context=contextEnum,
|
|
item=item,
|
|
view=template.get("view", False),
|
|
read=template.get("read"),
|
|
create=template.get("create"),
|
|
update=template.get("update"),
|
|
delete=template.get("delete"),
|
|
)
|
|
rootInterface.db.recordCreate(AccessRule, newRule.model_dump())
|
|
createdCount += 1
|
|
|
|
if createdCount > 0:
|
|
logger.debug(f"Created {createdCount} AccessRules for role {roleId}")
|
|
|
|
return createdCount
|