remove metadata creation

alembic.ini

@@ -0,0 +1,148 @@
+# A generic, single database configuration.
+
+[alembic]
+# path to migration scripts.
+# this is typically a path given in POSIX (e.g. forward slashes)
+# format, relative to the token %(here)s which refers to the location of this
+# ini file
+script_location = %(here)s/alembic
+
+# template used to generate migration file names; The default value is %%(rev)s_%%(slug)s
+# Uncomment the line below if you want the files to be prepended with date and time
+# see https://alembic.sqlalchemy.org/en/latest/tutorial.html#editing-the-ini-file
+# for all available tokens
+# file_template = %%(year)d_%%(month).2d_%%(day).2d_%%(hour).2d%%(minute).2d-%%(rev)s_%%(slug)s
+# Or organize into date-based subdirectories (requires recursive_version_locations = true)
+# file_template = %%(year)d/%%(month).2d/%%(day).2d_%%(hour).2d%%(minute).2d_%%(second).2d_%%(rev)s_%%(slug)s
+
+# sys.path path, will be prepended to sys.path if present.
+# defaults to the current working directory.  for multiple paths, the path separator
+# is defined by "path_separator" below.
+prepend_sys_path = .
+
+
+# timezone to use when rendering the date within the migration file
+# as well as the filename.
+# If specified, requires the tzdata library which can be installed by adding
+# `alembic[tz]` to the pip requirements.
+# string value is passed to ZoneInfo()
+# leave blank for localtime
+# timezone =
+
+# max length of characters to apply to the "slug" field
+# truncate_slug_length = 40
+
+# set to 'true' to run the environment during
+# the 'revision' command, regardless of autogenerate
+# revision_environment = false
+
+# set to 'true' to allow .pyc and .pyo files without
+# a source .py file to be detected as revisions in the
+# versions/ directory
+# sourceless = false
+
+# version location specification; This defaults
+# to <script_location>/versions.  When using multiple version
+# directories, initial revisions must be specified with --version-path.
+# The path separator used here should be the separator specified by "path_separator"
+# below.
+# version_locations = %(here)s/bar:%(here)s/bat:%(here)s/alembic/versions
+
+# path_separator; This indicates what character is used to split lists of file
+# paths, including version_locations and prepend_sys_path within configparser
+# files such as alembic.ini.
+# The default rendered in new alembic.ini files is "os", which uses os.pathsep
+# to provide os-dependent path splitting.
+#
+# Note that in order to support legacy alembic.ini files, this default does NOT
+# take place if path_separator is not present in alembic.ini.  If this
+# option is omitted entirely, fallback logic is as follows:
+#
+# 1. Parsing of the version_locations option falls back to using the legacy
+#    "version_path_separator" key, which if absent then falls back to the legacy
+#    behavior of splitting on spaces and/or commas.
+# 2. Parsing of the prepend_sys_path option falls back to the legacy
+#    behavior of splitting on spaces, commas, or colons.
+#
+# Valid values for path_separator are:
+#
+# path_separator = :
+# path_separator = ;
+# path_separator = space
+# path_separator = newline
+#
+# Use os.pathsep. Default configuration used for new projects.
+path_separator = os
+
+# set to 'true' to search source files recursively
+# in each "version_locations" directory
+# new in Alembic version 1.10
+# recursive_version_locations = false
+
+# the output encoding used when revision files
+# are written from script.py.mako
+# output_encoding = utf-8
+
+# database URL.  This is consumed by the user-maintained env.py script only.
+# other means of configuring database URLs may be customized within the env.py
+# file.
+sqlalchemy.url = sqlite:///data/db/wce_grunderfassung.db
+
+[post_write_hooks]
+# post_write_hooks defines scripts or Python functions that are run
+# on newly generated revision scripts.  See the documentation for further
+# detail and examples
+
+# format using "black" - use the console_scripts runner, against the "black" entrypoint
+# hooks = black
+# black.type = console_scripts
+# black.entrypoint = black
+# black.options = -l 79 REVISION_SCRIPT_FILENAME
+
+# lint with attempts to fix using "ruff" - use the module runner, against the "ruff" module
+# hooks = ruff
+# ruff.type = module
+# ruff.module = ruff
+# ruff.options = check --fix REVISION_SCRIPT_FILENAME
+
+# Alternatively, use the exec runner to execute a binary found on your PATH
+# hooks = ruff
+# ruff.type = exec
+# ruff.executable = ruff
+# ruff.options = check --fix REVISION_SCRIPT_FILENAME
+
+# Logging configuration.  This is also consumed by the user-maintained
+# env.py script only.
+[loggers]
+keys = root,sqlalchemy,alembic
+
+[handlers]
+keys = console
+
+[formatters]
+keys = generic
+
+[logger_root]
+level = WARNING
+handlers = console
+qualname =
+
+[logger_sqlalchemy]
+level = WARNING
+handlers =
+qualname = sqlalchemy.engine
+
+[logger_alembic]
+level = INFO
+handlers =
+qualname = alembic
+
+[handler_console]
+class = StreamHandler
+args = (sys.stderr,)
+level = NOTSET
+formatter = generic
+
+[formatter_generic]
+format = %(levelname)-5.5s [%(name)s] %(message)s
+datefmt = %H:%M:%S

alembic/README

@@ -0,0 +1 @@
+Generic single-database configuration.

alembic/env.py

@@ -0,0 +1,78 @@
+from logging.config import fileConfig
+
+from alembic import context
+from sqlalchemy import engine_from_config, pool
+
+from wce_crm import constants, db
+
+# this is the Alembic Config object, which provides
+# access to the values within the .ini file in use.
+config = context.config
+
+
+# Interpret the config file for Python logging.
+# This line sets up loggers basically.
+if config.config_file_name is not None:
+    fileConfig(config.config_file_name)
+
+# add your model's MetaData object here
+# for 'autogenerate' support
+# from myapp import mymodel
+# target_metadata = mymodel.Base.metadata
+target_metadata = db.MD_MAIN
+
+# other values from the config, defined by the needs of env.py,
+# can be acquired:
+# my_important_option = config.get_main_option("my_important_option")
+# ... etc.
+config.set_main_option("sqlalchemy.url", f"sqlite:///{constants.Config.DB_PATH_MAIN}")
+
+
+def run_migrations_offline() -> None:
+    """Run migrations in 'offline' mode.
+
+    This configures the context with just a URL
+    and not an Engine, though an Engine is acceptable
+    here as well.  By skipping the Engine creation
+    we don't even need a DBAPI to be available.
+
+    Calls to context.execute() here emit the given string to the
+    script output.
+
+    """
+    url = config.get_main_option("sqlalchemy.url")
+    context.configure(
+        url=url,
+        target_metadata=target_metadata,
+        literal_binds=True,
+        dialect_opts={"paramstyle": "named"},
+    )
+
+    with context.begin_transaction():
+        context.run_migrations()
+
+
+def run_migrations_online() -> None:
+    """Run migrations in 'online' mode.
+
+    In this scenario we need to create an Engine
+    and associate a connection with the context.
+
+    """
+    connectable = engine_from_config(
+        config.get_section(config.config_ini_section, {}),
+        prefix="sqlalchemy.",
+        poolclass=pool.NullPool,
+    )
+
+    with connectable.connect() as connection:
+        context.configure(connection=connection, target_metadata=target_metadata)
+
+        with context.begin_transaction():
+            context.run_migrations()
+
+
+if context.is_offline_mode():
+    run_migrations_offline()
+else:
+    run_migrations_online()

alembic/script.py.mako

@@ -0,0 +1,28 @@
+"""${message}
+
+Revision ID: ${up_revision}
+Revises: ${down_revision | comma,n}
+Create Date: ${create_date}
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+${imports if imports else ""}
+
+# revision identifiers, used by Alembic.
+revision: str = ${repr(up_revision)}
+down_revision: Union[str, Sequence[str], None] = ${repr(down_revision)}
+branch_labels: Union[str, Sequence[str], None] = ${repr(branch_labels)}
+depends_on: Union[str, Sequence[str], None] = ${repr(depends_on)}
+
+
+def upgrade() -> None:
+    """Upgrade schema."""
+    ${upgrades if upgrades else "pass"}
+
+
+def downgrade() -> None:
+    """Downgrade schema."""
+    ${downgrades if downgrades else "pass"}

alembic/versions/5f2af5179c47_added_new_column_and_renamed_table_for_.py

@@ -0,0 +1,91 @@
+"""added new column and renamed table for initial recording
+
+Revision ID: 5f2af5179c47
+Revises:
+Create Date: 2026-06-17 16:06:46.421562
+
+"""
+
+from typing import Sequence, Union
+
+import sqlalchemy as sa
+from alembic import op
+
+# revision identifiers, used by Alembic.
+revision: str = "5f2af5179c47"
+down_revision: Union[str, Sequence[str], None] = None
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    """Upgrade schema."""
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.rename_table("grunderfassung_unternehmen", "grunderfassung")
+    op.add_column(
+        "grunderfassung",
+        sa.Column("Metadaten_wiedereintrittsdatum", sa.Date, nullable=True, default=None),
+    )
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    """Downgrade schema."""
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.create_table(
+        "grunderfassung_unternehmen",
+        sa.Column("erfassung_id", sa.INTEGER(), nullable=False),
+        sa.Column("Metadaten_erstellung", sa.DATETIME(), nullable=True),
+        sa.Column("Metadaten_aktualisierung", sa.DATETIME(), nullable=True),
+        sa.Column("Metadaten_nutzer", sa.VARCHAR(length=20), nullable=True),
+        sa.Column("Arbeitserfahrung", sa.TEXT(), nullable=True),
+        sa.Column("Grunderfassung_fallnummer", sa.TEXT(), nullable=True),
+        sa.Column("Grunderfassung_notiz", sa.TEXT(), nullable=True),
+        sa.Column("HoehereBildung", sa.TEXT(), nullable=True),
+        sa.Column("Kontaktperson__KP_adresse", sa.TEXT(), nullable=True),
+        sa.Column("Kontaktperson__KP_anrede_anschrift", sa.TEXT(), nullable=True),
+        sa.Column("Kontaktperson__KP_email", sa.TEXT(), nullable=True),
+        sa.Column("Kontaktperson__KP_festnetznummer", sa.TEXT(), nullable=True),
+        sa.Column("Kontaktperson__KP_funktion_beziehung", sa.TEXT(), nullable=True),
+        sa.Column("Kontaktperson__KP_mobilfunknummer", sa.TEXT(), nullable=True),
+        sa.Column("Kontaktperson__KP_name", sa.TEXT(), nullable=True),
+        sa.Column("Kontaktperson__KP_name_partner", sa.TEXT(), nullable=True),
+        sa.Column("Kontaktperson__KP_titel", sa.TEXT(), nullable=True),
+        sa.Column("Kontaktperson__KP_vorname", sa.TEXT(), nullable=True),
+        sa.Column("Partnersuche__kanal_aufmerksamkeit", sa.TEXT(), nullable=True),
+        sa.Column("Partnersuche__person_suche", sa.INTEGER(), nullable=True),
+        sa.Column("Partnersuche__un_suche", sa.INTEGER(), nullable=True),
+        sa.Column("Projektrelevanz__relevanz", sa.TEXT(), nullable=True),
+        sa.Column("Projektrelevanz__foerderperiode", sa.TEXT(), nullable=True),
+        sa.Column("Schulbildung", sa.TEXT(), nullable=True),
+        sa.Column("Sprachkenntnisse", sa.TEXT(), nullable=True),
+        sa.Column("Stammdaten__PLZ", sa.TEXT(), nullable=True),
+        sa.Column("Stammdaten__anrede_anschrift", sa.TEXT(), nullable=True),
+        sa.Column("Stammdaten__anzahl_kinder__alter", sa.TEXT(), nullable=True),
+        sa.Column("Stammdaten__anzahl_kinder__anzahl", sa.INTEGER(), nullable=True),
+        sa.Column("Stammdaten__aufenthaltsort", sa.TEXT(), nullable=True),
+        sa.Column("Stammdaten__bundesland", sa.TEXT(), nullable=True),
+        sa.Column("Stammdaten__land", sa.TEXT(), nullable=True),
+        sa.Column("Stammdaten__email", sa.TEXT(), nullable=True),
+        sa.Column("Stammdaten__familienstand", sa.TEXT(), nullable=True),
+        sa.Column("Stammdaten__festnetznummer", sa.TEXT(), nullable=True),
+        sa.Column("Stammdaten__geburtsdatum", sa.DATE(), nullable=True),
+        sa.Column("Stammdaten__hausnummer", sa.TEXT(), nullable=True),
+        sa.Column("Stammdaten__herkunftsland", sa.TEXT(), nullable=True),
+        sa.Column("Stammdaten__mobilfunknummer", sa.TEXT(), nullable=True),
+        sa.Column("Stammdaten__name", sa.TEXT(), nullable=True),
+        sa.Column("Stammdaten__ort", sa.TEXT(), nullable=True),
+        sa.Column("Stammdaten__rueckkehrer", sa.BOOLEAN(), nullable=True),
+        sa.Column("Stammdaten__staatsangehoerigkeit", sa.TEXT(), nullable=True),
+        sa.Column("Stammdaten__strasse", sa.TEXT(), nullable=True),
+        sa.Column("Stammdaten__titel", sa.TEXT(), nullable=True),
+        sa.Column("Stammdaten__vorname", sa.TEXT(), nullable=True),
+        sa.Column("WeitereInfos__WI_arbeitsstatus", sa.TEXT(), nullable=True),
+        sa.Column("WeitereInfos__WI_aufenthaltstitel", sa.TEXT(), nullable=True),
+        sa.Column("WeitereInfos__WI_deutsch_sprache", sa.TEXT(), nullable=True),
+        sa.Column("WeitereInfos__WI_gueltigkeit_aufenthaltstitel", sa.DATE(), nullable=True),
+        sa.Column("WeitereInfos__WI_meldung_institution", sa.TEXT(), nullable=True),
+        sa.PrimaryKeyConstraint("erfassung_id"),
+    )
+    op.drop_table("grunderfassung")
+    # ### end Alembic commands ###

deployment/.env

@@ -2,3 +2,4 @@ DOPT_STOP_FOLDER_NAME=python
 DOPT_DB_CRM=data/wce_crm.db
 DOPT_DB_MAIN=data/wce_grunderfassung.db
 DOPT_PATH_LOGGING=data/logs
+DOPT_ALEMBIC_BASE=python/alembic

docs/Versionshistorie.md

@@ -1,5 +1,10 @@
 # Versionshistorie (Changelog)
 
+## 17.06.2026 (Version: v0.1.1dev) (Tag: ExtTest-20260617)
+
+- Grunderfassung für Individualpersonen hinzugefügt
+- Löschen von Einträgen möglich (Option/Schaltfläche neben dem Speichern und Zurücksetzen: Tastenkombination ``Strg + L``)
+
 ## 29.05.2026 (Version: v0.1.1dev) (Tag: ExtTest-20260529)
 
 - initiale Version für erste Feedback-Schleife

pdm.lock

@@ -5,7 +5,7 @@
 groups = ["default", "dev", "lint", "nb", "tests"]
 strategy = ["inherit_metadata"]
 lock_version = "4.5.0"
-content_hash = "sha256:25812ee6ba42033e1341c1799716828d8582092826c1d0889ea775a0f5c548a2"
+content_hash = "sha256:bde2f66706034b9c34c6794bf192b44db6e116a287938d88c90c751a2666bdf7"
 
 [[metadata.targets]]
 requires_python = ">=3.11,<3.14"
@@ -152,6 +152,23 @@ files = [
     {file = "aiosignal-1.4.0.tar.gz", hash = "sha256:f47eecd9468083c2029cc99945502cb7708b082c232f9aca65da147157b251c7"},
 ]
 
+[[package]]
+name = "alembic"
+version = "1.18.4"
+requires_python = ">=3.10"
+summary = "A database migration tool for SQLAlchemy."
+groups = ["default"]
+dependencies = [
+    "Mako",
+    "SQLAlchemy>=1.4.23",
+    "tomli; python_version < \"3.11\"",
+    "typing-extensions>=4.12",
+]
+files = [
+    {file = "alembic-1.18.4-py3-none-any.whl", hash = "sha256:a5ed4adcf6d8a4cb575f3d759f071b03cd6e5c7618eb796cb52497be25bfe19a"},
+    {file = "alembic-1.18.4.tar.gz", hash = "sha256:cb6e1fd84b6174ab8dbb2329f86d631ba9559dd78df550b57804d607672cedbc"},
+]
+
 [[package]]
 name = "annotated-doc"
 version = "0.0.4"
@@ -1845,7 +1862,7 @@ name = "mako"
 version = "1.3.11"
 requires_python = ">=3.8"
 summary = "A super-fast templating language that borrows the best ideas from the existing templating languages."
-groups = ["dev"]
+groups = ["default", "dev"]
 dependencies = [
     "MarkupSafe>=0.9.2",
 ]
@@ -1895,7 +1912,7 @@ name = "markupsafe"
 version = "3.0.3"
 requires_python = ">=3.9"
 summary = "Safely add untrusted strings to HTML/XML markup."
-groups = ["dev", "nb"]
+groups = ["default", "dev", "nb"]
 files = [
     {file = "markupsafe-3.0.3-cp311-cp311-macosx_10_9_x86_64.whl", hash = "sha256:1cc7ea17a6824959616c525620e387f6dd30fec8cb44f649e31712db02123dad"},
     {file = "markupsafe-3.0.3-cp311-cp311-macosx_11_0_arm64.whl", hash = "sha256:4bd4cd07944443f5a265608cc6aab442e4f74dff8088b0dfc8238647b8f6ae9a"},

prototypes/db_alter.py

@@ -0,0 +1,19 @@
+# %%
+import sqlalchemy as sql
+
+from wce_crm import db
+
+# %%
+stmt = sql.text(
+    "ALTER TABLE grunderfassung_unternehmen ADD COLUMN Metadaten_wiedereintrittsdatum DATE"
+)
+
+with db.ENGINE.begin() as conn:
+    conn.execute(stmt)
+
+# %%
+stmt = sql.text("ALTER TABLE grunderfassung_unternehmen RENAME TO grunderfassung")
+
+with db.ENGINE.begin() as conn:
+    conn.execute(stmt)
+# %%

prototypes/tests.py

@@ -30,8 +30,8 @@ engine = sql.create_engine(f"sqlite:///{str(db_path)}")
 engine_crm = sql.create_engine(f"sqlite:///{str(crm_path)}")
 # %%
 stmt = sql.select(
-    db.grunderfassung_unternehmen.c.erfassung_id,
+    db.grunderfassung.c.erfassung_id,
-    db.grunderfassung_unternehmen.c.Partnersuche__un_suche,
+    db.grunderfassung.c.Partnersuche__un_suche,
 )
 
 with engine.connect() as conn:
@@ -44,7 +44,7 @@ for r in res:
 
 
 # %%
-backend.get_company_list()
+backend.front_get_company_list()
 
 
 # %%

pyproject.toml

@@ -1,11 +1,11 @@
 [project]
 name = "wce-crm"
-version = "0.1.1dev7"
+version = "0.1.1dev10"
 description = "GUI for CRM of NAFKA project with WCE"
 authors = [
     {name = "d-opt GmbH, resp. Florian Förster", email = "f.foerster@d-opt.com"},
 ]
-dependencies = ["pyside6>=6.11.0", "sqlalchemy[asyncio]>=2.0.50", "polars>=1.40.1", "dopt-basics>=0.2.6", "pydantic[email]>=2.13.4", "babel>=2.18.0", "python-dotenv>=1.2.2"]
+dependencies = ["pyside6>=6.11.0", "sqlalchemy[asyncio]>=2.0.50", "polars>=1.40.1", "dopt-basics>=0.2.6", "pydantic[email]>=2.13.4", "babel>=2.18.0", "python-dotenv>=1.2.2", "alembic>=1.18.4"]
 requires-python = "<3.14,>=3.11"
 readme = "README.md"
 license = {text = "LicenseRef-Proprietary"}
@@ -71,7 +71,7 @@ directory = "reports/coverage"
 
 
 [tool.bumpversion]
-current_version = "0.1.1dev7"
+current_version = "0.1.1dev10"
 parse = """(?x)
     (?P<major>0|[1-9]\\d*)\\.
     (?P<minor>0|[1-9]\\d*)\\.

scripts/alembic_revision.ps1

@@ -0,0 +1,5 @@
+param(
+    [string]$Message
+)
+
+pdm run alembic revision --autogenerate -m $Message

scripts/build.ps1

@@ -8,6 +8,28 @@ $ENV_PATH = 'B:\deployments\WCE-NAFKA\dopt_nafka_wce-crm'
 $PY_PATH = Join-Path -Path $ENV_PATH -ChildPath 'python'
 $SRC_PATH = (Get-Location).Path
 
+function create_folder {
+    param (
+        [string]$base_path,
+        [string]$folder_name,
+        [switch]$recreate
+    )
+    $target_path = Join-Path -Path $base_path -ChildPath $folder_name
+
+    $target_path_exists = Test-Path -Path $target_path
+    if (-not $target_path_exists){
+        Write-Output "[PWSH] Folder >$folder_name< not existing. Create..."
+        New-Item -Path $target_path -ItemType Directory
+    }
+    elseif ($target_path_exists -and $recreate){
+        Write-Output "[PWSH] Folder >$folder_name< exists, but should be recreated..."
+        Remove-Item -Path $target_path -Recurse -Force
+        New-Item -Path $target_path -ItemType Directory
+    }
+    else {
+        Write-Output "Folder >$folder_name< already exists."
+    }
+}
 
 Write-Output "Build Pipeline for d-opt WCE/NAFKA project"
 
@@ -88,6 +110,23 @@ if ($? -eq $false){
 }
 Write-Output "Copied database files successfully"
 
+# copy alembic files
+Write-Output "Copying alembic files..."
+$copy_file = Join-Path -Path $SRC_PATH -ChildPath 'alembic'
+$dest_file = Join-Path -Path $PY_PATH -ChildPath 'alembic'
+create_folder -base_path $PY_PATH -folder_name 'alembic'
+Copy-Item -Path $copy_file -Destination $dest_file -Force -Recurse
+if ($? -eq $false){
+    Write-Output "[PWSH] Exiting script because there were errors while copying the alembic folder"
+    Exit
+}
+$copy_file = Join-Path -Path $SRC_PATH -ChildPath 'alembic.ini'
+Copy-Item -Path $copy_file -Destination $dest_file -Force
+if ($? -eq $false){
+    Write-Output "[PWSH] Exiting script because there were errors while copying the alembic INI file"
+    Exit
+}
+
 # copy .env file
 Write-Output "Copying ENV file..."
 $env_file = Join-Path -Path $SRC_PATH -ChildPath 'deployment/.env'

src/wce_crm/README.md

@@ -1,7 +1,8 @@
 # List of environment variables
 
-DOPT_DEVELOPMENT: flag which signals that the current environment is in development mode
+- DOPT_DEVELOPMENT: flag which signals that the current environment is in development mode
-DOPT_STOP_FOLDER_NAME: stop folder to find base path
+- DOPT_STOP_FOLDER_NAME: stop folder to find base path
-DOPT_DB_CRM: path to CRM database, relative to base path
+- DOPT_DB_CRM: path to CRM database, relative to base path
-DOPT_DB_MAIN: path to main database, relative to base path
+- DOPT_DB_MAIN: path to main database, relative to base path
-DOPT_PATH_LOGGING: path to logging folder, relative to base path
+- DOPT_PATH_LOGGING: path to logging folder, relative to base path
+- DOPT_ALEMBIC_BASE: path to all relevant alembic file

src/wce_crm/__init__.py

@@ -1,5 +1,6 @@
 import os
 import sys
+from pathlib import Path
 
 import dotenv
 
@@ -7,4 +8,8 @@ if sys.stdout is None or sys.stderr is None:
     sys.stdout = open(os.devnull, "w")
     sys.stderr = open(os.devnull, "w")
 
-dotenv.load_dotenv()
+deploy_env_pth = Path(sys.executable).parent / ".env"
+if deploy_env_pth.exists():
+    dotenv.load_dotenv(dotenv_path=deploy_env_pth)
+else:
+    dotenv.load_dotenv()

src/wce_crm/backend/backend.py

@@ -2,7 +2,7 @@ from __future__ import annotations
 
 import dataclasses as dc
 import datetime
-from typing import Any, TypedDict, cast
+from typing import Any, TypeAlias, TypedDict, cast
 
 import polars as pl
 import sqlalchemy as sql
@@ -10,6 +10,8 @@ import sqlalchemy as sql
 from wce_crm import db
 from wce_crm.logging import logger_back as logger
 
+InitRecId: TypeAlias = int
+
 
 class CompanyInfo(TypedDict):
     ma_id: str
@@ -82,7 +84,7 @@ def _transform_for_gui_output(
     return q.collect()
 
 
-def comp_search_choices() -> tuple[tuple[str, int], ...]:
+def initrec_comp_search_choices() -> tuple[tuple[str, int], ...]:
     # TODO no reload functionality
     logger.debug("[Call backend] comp_search_choices")
     q = db.DF_CRM_MASTER.lazy()
@@ -97,7 +99,7 @@ def comp_search_choices() -> tuple[tuple[str, int], ...]:
     return tuple(zip(df["dedupl"], df["ma_id"]))
 
 
-def comp_search_get_info(
+def initrec_comp_search_get_info(
     ma_id: int,
 ) -> CompanyInfo:
     logger.debug("[Call backend] comp_search_get_info")
@@ -109,7 +111,7 @@ def comp_search_get_info(
     return cast(CompanyInfo, df.row(0, named=True))
 
 
-def contact_person_search_choices(
+def initrec_comp_contact_person_search_choices(
     ma_id: int | None,
     use_both_names: bool,
 ) -> tuple[tuple[str, int], ...]:
@@ -137,7 +139,7 @@ def contact_person_search_choices(
     return tuple(zip(df["dedupl"], df["an_id"]))
 
 
-def contact_person_search_get_info(
+def initrec_comp_contact_person_search_get_info(
     an_id: int,
 ) -> ContactPersonInfo:
     logger.debug("[Call backend] contact_person_search_get_info")
@@ -149,61 +151,78 @@ def contact_person_search_get_info(
     return cast(ContactPersonInfo, df.row(0, named=True))
 
 
-def insert_initial_recording(
+def initrec_insert_initial_recording(
     data: dict[str, Any],
-) -> None:
+) -> InitRecId:
     logger.debug("[Call backend] insert_initial_recording")
-    stmt = db.grunderfassung_unternehmen.insert().values(data)
+    stmt = db.grunderfassung.insert()
     with db.ENGINE.begin() as conn:
-        conn.execute(stmt)
+        ret = conn.execute(stmt, data)
+
+    if ret.rowcount == 0:
+        raise IOError("Entry was not inserted correctly")
+
+    prim_keys = ret.inserted_primary_key
+    assert prim_keys
+
+    return prim_keys[0]
 
 
-def update_initial_recording(
+def initrec_update_initial_recording(
-    id_: int,
+    id_: InitRecId,
     data: dict[str, Any],
 ) -> None:
     logger.debug("[Call backend] update_initial_recording")
-    stmt = (
+    stmt = db.grunderfassung.update().where(db.grunderfassung.c.erfassung_id == id_)
-        db.grunderfassung_unternehmen.update()
-        .where(db.grunderfassung_unternehmen.c.erfassung_id == id_)
-        .values(data)
-    )
     with db.ENGINE.begin() as conn:
-        conn.execute(stmt)
+        conn.execute(stmt, data)
 
 
-def get_initial_recording(
+def initrec_get_initial_recording(
-    id_: int,
+    id_: InitRecId,
 ) -> dict[str, Any]:
     logger.debug("[Call backend] get_initial_recording")
-    stmt = db.grunderfassung_unternehmen.select().where(
+    stmt = db.grunderfassung.select().where(db.grunderfassung.c.erfassung_id == id_)
-        db.grunderfassung_unternehmen.c.erfassung_id == id_
-    )
     with db.ENGINE.begin() as conn:
         ret = conn.execute(stmt)
 
-    row = ret.fetchone()
+    if ret.rowcount == 0:
-    if row is None:
         raise KeyError(f"Database ID {id_} not found")
 
+    row = ret.fetchone()
+    assert row, "row was not obtained"
+
     return row._asdict()
 
 
+def initrec_delete_initial_recording(
+    id_: InitRecId,
+) -> None:
+    logger.debug("[Call backend] delete_initial_recording")
+    stmt = db.grunderfassung.delete().where(db.grunderfassung.c.erfassung_id == id_)
+    with db.ENGINE.begin() as conn:
+        ret = conn.execute(stmt)
+
+    if ret.rowcount == 0:
+        raise KeyError(f"Database ID {id_} not found for deletion")
+
+
 @dc.dataclass(slots=True)
 class FrontpageCompany:
-    erfassung_id: int
+    erfassung_id: InitRecId
-    ma_id: int
+    # ma_id: int
     name: str
     Metadaten_aktualisierung: datetime.datetime
+    is_company: bool
 
 
-def get_company_list() -> list[FrontpageCompany]:
+def front_get_company_list() -> list[FrontpageCompany]:
     logger.debug("[Call backend] get_company_list")
     stmt = sql.select(
-        db.grunderfassung_unternehmen.c.erfassung_id,
+        db.grunderfassung.c.erfassung_id,
-        db.grunderfassung_unternehmen.c.Partnersuche__un_suche,
+        db.grunderfassung.c.Partnersuche__un_suche,
-        db.grunderfassung_unternehmen.c.Metadaten_aktualisierung,
+        db.grunderfassung.c.Metadaten_aktualisierung,
-    ).order_by(db.grunderfassung_unternehmen.c.Metadaten_aktualisierung.desc())
+    ).order_by(db.grunderfassung.c.Metadaten_aktualisierung.desc())
 
     with db.ENGINE.connect() as conn:
         res = conn.execute(stmt)
@@ -216,9 +235,21 @@ def get_company_list() -> list[FrontpageCompany]:
         datetime_akt = cast(datetime.datetime, entry[2])
         datetime_akt = datetime_akt.astimezone()
 
-        comp_info = comp_search_get_info(ma_id)
+        name: str = "PLATZHALTER INDIVIDUAL"
+        is_company: bool = False
+        if ma_id is not None:
+            comp_info = initrec_comp_search_get_info(ma_id)
             name = comp_info["ma_unternehmensname"]
+            is_company = True
 
-        front_page_companies.append(FrontpageCompany(erfassung_id, ma_id, name, datetime_akt))
+        # front_page_companies.append(FrontpageCompany(erfassung_id, ma_id, name, datetime_akt))
+        front_page_companies.append(
+            FrontpageCompany(
+                erfassung_id=erfassung_id,
+                name=name,
+                Metadaten_aktualisierung=datetime_akt,
+                is_company=is_company,
+            )
+        )
 
     return front_page_companies

src/wce_crm/constants.py

@@ -24,3 +24,4 @@ class Config:
     )
     PATH_LOGGING: Path = BASE_PATH / os.getenv("DOPT_PATH_LOGGING", "data/d-opt.log")
     LOG_FILENAME: str = "dopt.log"
+    ALEMBIC_PATH: Path = BASE_PATH / os.getenv("DOPT_ALEMBIC_BASE", "python/alembic")

src/wce_crm/custom_widget_registry.py

@@ -0,0 +1,9 @@
+from __future__ import annotations
+
+from typing import Final
+
+CUSTOM_WIDGET_NAMES: Final[frozenset] = frozenset(
+    [
+        "grunderfassung_suche",
+    ]
+)

src/wce_crm/data_models.py

@@ -0,0 +1,297 @@
+from __future__ import annotations
+
+import datetime
+import json
+from typing import Annotated, Any, Final
+
+from pydantic import (
+    AwareDatetime,
+    BaseModel,
+    ConfigDict,
+    EmailStr,
+    Field,
+    field_validator,
+    model_validator,
+)
+
+ValidAge = Annotated[int, Field(ge=0, le=99)]
+
+
+def _parse_json(value: Any) -> str:
+    if isinstance(value, datetime.date):
+        return value.isoformat()
+    elif isinstance(value, datetime.datetime):
+        return value.isoformat()
+    else:
+        raise TypeError
+
+
+COLUMN_SEP: Final[str] = "__"
+
+
+class FlatBaseModel(BaseModel):
+    """
+    Optimised Pydantic base class, which parses JSON strings and column
+    separators recursively and correctly
+    """
+
+    @classmethod
+    def _recursive_parse_json(
+        cls,
+        data: Any,
+    ) -> Any:
+        """look for JSON list strings and parse them"""
+        if isinstance(data, str) and data.startswith("[") and data.endswith("]"):
+            try:
+                parsed = json.loads(data)
+                # Falls die Liste selbst wieder konvertiert werden muss (z.B. Sub-Dicts)
+                return cls._recursive_parse_json(parsed)
+            except json.JSONDecodeError:
+                return data
+        elif isinstance(data, dict):
+            return {k: cls._recursive_parse_json(v) for k, v in data.items()}
+        elif isinstance(data, list):
+            return [cls._recursive_parse_json(item) for item in data]
+        return data
+
+    @classmethod
+    def _recursive_unflatten(
+        cls,
+        data: Any,
+    ) -> Any:
+        """building nested structure using column spearator sequence"""
+        if isinstance(data, dict):
+            unflattened_level = {}
+            for key, value in data.items():
+                if COLUMN_SEP in key:
+                    parts = key.split(COLUMN_SEP)
+                    aktuell = unflattened_level
+                    for part in parts[:-1]:
+                        if part not in aktuell or not isinstance(aktuell[part], dict):
+                            aktuell[part] = {}
+                        aktuell = aktuell[part]
+                    aktuell[parts[-1]] = value
+                else:
+                    unflattened_level[key] = value
+
+            return {k: cls._recursive_unflatten(v) for k, v in unflattened_level.items()}
+
+        elif isinstance(data, list):
+            return [cls._recursive_unflatten(item) for item in data]
+
+        return data
+
+    @model_validator(mode="before")
+    @classmethod
+    def __unflatten_input(
+        cls,
+        data: Any,
+    ) -> Any:  # type: ignore
+        """entry control: prepare flat DB/GUI data for Pydantic"""
+        if not isinstance(data, dict):
+            return data
+
+        # setp 1: convert all JSON-Strings to lists
+        json_parsed_data = cls._recursive_parse_json(data)
+        # step 2: build nested structure based on defined separator sequence
+        final_nested_data = cls._recursive_unflatten(json_parsed_data)
+
+        return final_nested_data
+
+    def to_db(self, *args, **kwargs) -> dict[str, Any]:
+        """output for DB: flat, lists as JSON-Strings"""
+        nested = super().model_dump(*args, **kwargs)
+        return self.__flatten_dict(nested, serialize_lists=True)
+
+    def to_gui(self, *args, **kwargs) -> dict[str, Any]:
+        """output for GUI: flat, but lists remain Python lists"""
+        nested = super().model_dump(*args, **kwargs)
+        return self.__flatten_dict(nested, serialize_lists=False)
+
+    @classmethod
+    def __flatten_dict(
+        cls,
+        nested_dict: dict,
+        parent_key: str = "",
+        serialize_lists: bool = True,
+    ) -> dict[str, Any]:
+        """recursive function to flatten the structure (for outputs)"""
+        items = []
+        for k, v in nested_dict.items():
+            new_key = f"{parent_key}{COLUMN_SEP}{k}" if parent_key else k
+
+            if isinstance(v, dict):
+                items.extend(cls.__flatten_dict(v, new_key, serialize_lists).items())
+            elif isinstance(v, list):
+                processed_list = []
+                for item in v:
+                    if isinstance(item, dict):
+                        processed_list.append(
+                            cls.__flatten_dict(item, serialize_lists=serialize_lists)
+                        )
+                    else:
+                        processed_list.append(item)
+
+                if serialize_lists:
+                    items.append((new_key, json.dumps(processed_list, default=_parse_json)))
+                else:
+                    items.append((new_key, processed_list))
+            else:
+                items.append((new_key, v))
+        return dict(items)
+
+
+class Grunderfassung(FlatBaseModel):
+    # default in SQLAlchemy with lambda and timezone-aware datetime
+    Metadaten_erstellung: AwareDatetime | None = None
+    Metadaten_aktualisierung: AwareDatetime | None = None  # see above
+    Metadaten_nutzer: str | None
+    Metadaten_wiedereintrittsdatum: datetime.date | None = None
+    Grunderfassung_fallnummer: str
+    Grunderfassung_notiz: str | None
+
+    Partnersuche: Grunderfassung_PartnerSuche | None = None
+    Projektrelevanz: Grunderfassung_Projektrelevanz
+    Kontaktperson: Grunderfassung_Kontaktperson
+    Stammdaten: Grunderfassung_Stammdaten
+    WeitereInfos: Grunderfassung_WeitereInfos
+    Schulbildung: list[Grunderfassung_Schulbildung]
+    HoehereBildung: list[Grunderfassung_HoehereBildung]
+    Arbeitserfahrung: list[Grunderfassung_Arbeitserfahrung]
+    Sprachkenntnisse: list[Grunderfassung_Sprachen]
+
+
+class Grunderfassung_PartnerSuche(BaseModel):
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    un_suche: int | None
+    person_suche: int | None
+    kanal_aufmerksamkeit: str | None
+
+
+class Grunderfassung_Projektrelevanz(BaseModel):
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    relevanz: str
+    foerderperiode: str | None = None
+
+
+class Grunderfassung_Kontaktperson(BaseModel):
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    KP_name_partner: str | None
+    KP_titel: str | None
+    KP_anrede_anschrift: str | None
+    KP_name: str | None
+    KP_vorname: str | None
+    KP_festnetznummer: str | None
+    KP_mobilfunknummer: str | None
+    KP_email: EmailStr | None
+    KP_funktion_beziehung: str | None
+    KP_adresse: str | None
+
+
+class Grunderfassung_Stammdaten(BaseModel):
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    titel: str | None
+    anrede_anschrift: str
+    name: str
+    vorname: str | None
+    geburtsdatum: datetime.date | None
+    herkunftsland: str
+    staatsangehoerigkeit: str | None
+    rueckkehrer: bool | None
+    aufenthaltsort: str | None
+    strasse: str | None
+    hausnummer: str | None
+    PLZ: str | None
+    ort: str | None
+    bundesland: str | None
+    land: str | None
+    festnetznummer: str | None
+    mobilfunknummer: str | None
+    email: EmailStr | None
+    familienstand: str | None
+    anzahl_kinder: Grunderfassung_Stammdaten_AnzahlKinder
+
+    @field_validator("rueckkehrer", mode="before")
+    @classmethod
+    def str_to_bool(cls, value: Any) -> Any:
+        if isinstance(value, str):
+            value = value.strip().lower()
+
+            if value == "ja":
+                return True
+            elif value == "nein":
+                return False
+
+            raise ValueError("Wert muss 'ja', 'nein', True oder False sein.")
+
+        return value
+
+
+class Grunderfassung_Stammdaten_AnzahlKinder(BaseModel):
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    anzahl: int | None
+    alter: list[ValidAge | None] | None = None
+
+
+class Grunderfassung_WeitereInfos(BaseModel):
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    WI_deutsch_sprache: str | None
+    WI_aufenthaltstitel: str | None
+    WI_gueltigkeit_aufenthaltstitel: datetime.date | None
+    WI_arbeitsstatus: str | None
+    WI_meldung_institution: str | None
+
+
+class Grunderfassung_Schulbildung(BaseModel):
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    SB_abschluss: str | None
+    SB_abschlussgrad: str | None
+    SB_schule: str | None
+    SB_ort: str | None
+    SB_land: str | None
+    SB_abschlussjahr: str | None
+    SB_bemerkungsfeld: str | None
+
+
+class Grunderfassung_HoehereBildung(BaseModel):
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    HB_anerkennung: str | None
+    HB_abschlussgrad: str | None
+    HB_abschlussgrad_dokument: str | None
+    HB_organisation: str | None
+    HB_beruf: str | None
+    HB_land: str | None
+    HB_ort: str | None
+    HB_abschlussjahr: str | None
+    HB_bemerkungsfeld: str | None
+
+
+class Grunderfassung_Arbeitserfahrung(BaseModel):
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    AE_branche: str | None
+    AE_bezeichnung: str | None
+    AE_funktion: str | None
+    AE_unternehmen: str | None
+    AE_land: str | None
+    AE_zeitspanne: str | None
+    AE_beschaeftigungsart: str | None
+    AE_bemerkungsfeld: str | None
+
+
+class Grunderfassung_Sprachen(BaseModel):
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    SP_sprache: str | None
+    SP_niveau: str | None
+    SP_nachweis: str | None
+    SP_art_nachweis: str | None = None
+    SP_datum_nachweis: datetime.date | None = None

src/wce_crm/db.py

@@ -13,6 +13,7 @@ from wce_crm import constants
 from wce_crm import types as t
 
 
+# // declarations
 class SafeDateTime(TypeDecorator):
     """Cleans non-standard ISO strings before parsing."""
 
@@ -57,8 +58,8 @@ class UTCDateTime(TypeDecorator):
         return value
 
 
-md_crm = sql.MetaData()
+MD_CRM = sql.MetaData()
-md_main = sql.MetaData()
+MD_MAIN = sql.MetaData()
 ENGINE = sql.create_engine(f"sqlite:///{constants.Config.DB_PATH_MAIN}")
 
 # ---------- OLD "Kontaktliste" ----------
@@ -141,7 +142,7 @@ ENGINE = sql.create_engine(f"sqlite:///{constants.Config.DB_PATH_MAIN}")
 
 ext_crm_master: sql.Table = Table(
     "Master",
-    md_crm,
+    MD_CRM,
     Column("ma_id", sql.Integer, nullable=False, unique=True),
     Column("wce_id", sql.ForeignKey("Nutzer.wce_id")),
     Column("ma_unternehmensname", sql.Text, nullable=True),
@@ -218,7 +219,7 @@ DF_CRM_MASTER = get_ext_crm_master(constants.Config.DB_PATH_CRM)
 
 ext_crm_nutzer: sql.Table = Table(
     "Nutzer",
-    md_crm,
+    MD_CRM,
     Column("wce_id", sql.Integer, nullable=False, unique=True),
     Column("wce_name", sql.Text, nullable=True),
     Column("wce_vorname", sql.Text, nullable=True),
@@ -246,7 +247,7 @@ ext_crm_nutzer_schema: t.PolarsSchema = {
 
 ext_crm_contact_person: sql.Table = Table(
     "Ansprechpartner",
-    md_crm,
+    MD_CRM,
     Column("an_id", sql.Integer, nullable=False, unique=True),
     Column("ma_id", sql.ForeignKey("Master.ma_id")),
     Column("wce_id", sql.ForeignKey("Nutzer.wce_id")),
@@ -323,9 +324,9 @@ def get_ext_crm_contact_person(
 # df_contact_person = get_ext_crm_contact_person(None)
 DF_CONTACT_PERSON = get_ext_crm_contact_person(constants.Config.DB_PATH_CRM)
 
-grunderfassung_unternehmen: sql.Table = Table(
+grunderfassung: sql.Table = Table(
-    "grunderfassung_unternehmen",
+    "grunderfassung",
-    md_main,
+    MD_MAIN,
     Column(
         "erfassung_id",
         sql.Integer,
@@ -346,6 +347,7 @@ grunderfassung_unternehmen: sql.Table = Table(
         onupdate=lambda: datetime.datetime.now(datetime.UTC),
     ),
     Column("Metadaten_nutzer", sql.String(20), nullable=True),
+    Column("Metadaten_wiedereintrittsdatum", sql.Date, nullable=True, default=None),
     Column("Arbeitserfahrung", sql.Text, nullable=True),
     Column("Grunderfassung_fallnummer", sql.Text, nullable=True),
     Column("Grunderfassung_notiz", sql.Text, nullable=True),
@@ -362,9 +364,9 @@ grunderfassung_unternehmen: sql.Table = Table(
     ),  # TODO: check if needed when set by trigger
     Column("Kontaktperson__KP_titel", sql.Text, nullable=True),
     Column("Kontaktperson__KP_vorname", sql.Text, nullable=True),
-    Column("Partnersuche__kanal_aufmerksamkeit", sql.Text, nullable=True),
+    Column("Partnersuche__kanal_aufmerksamkeit", sql.Text, nullable=True, default=None),
-    Column("Partnersuche__person_suche", sql.Integer, nullable=True),
+    Column("Partnersuche__person_suche", sql.Integer, nullable=True, default=None),
-    Column("Partnersuche__un_suche", sql.Integer, nullable=True),
+    Column("Partnersuche__un_suche", sql.Integer, nullable=True, default=None),
     Column("Projektrelevanz__relevanz", sql.Text, nullable=True),
     Column("Projektrelevanz__foerderperiode", sql.Text, nullable=True),
     Column("Schulbildung", sql.Text, nullable=True),
@@ -396,5 +398,3 @@ grunderfassung_unternehmen: sql.Table = Table(
     Column("WeitereInfos__WI_gueltigkeit_aufenthaltstitel", sql.Date, nullable=True),
     Column("WeitereInfos__WI_meldung_institution", sql.Text, nullable=True),
 )
-
-md_main.create_all(ENGINE)

src/wce_crm/db_migration.py

@@ -0,0 +1,36 @@
+from alembic import command
+from alembic.config import Config
+
+from wce_crm import constants
+from wce_crm.logging import logger_base as logger
+
+
+def check_and_run_migrations() -> None:
+    logger.info("[DB migration - Alembic] Start...")
+    alembic_base_folder = constants.Config.ALEMBIC_PATH
+    alembic_ini_file = alembic_base_folder / "alembic.ini"
+    alembic_working_dir = alembic_base_folder / "alembic"
+
+    assert alembic_ini_file.exists(), "Alembic INI file not found"
+    assert alembic_working_dir.exists(), "Alembic working dir not found"
+    assert alembic_working_dir.is_dir(), "Alembic working dir is not a directory"
+
+    logger.info("[DB migration - Alembic] Initialise config...")
+    alembic_cfg = Config(alembic_ini_file)
+    alembic_cfg.set_main_option("script_location", str(alembic_working_dir))
+
+    logger.info("[DB migration - Alembic] Run...")
+    try:
+        command.upgrade(alembic_cfg, "head")
+        logger.info("[DB migration - Alembic] Database up-to-date.")
+    except Exception as err:
+        logger.info(
+            "[DB migration - Alembic] An error occurred during the migration:\n%s",
+            err,
+            stack_info=True,
+        )
+
+
+if __name__ == "__main__":
+    # start migration process before app start
+    check_and_run_migrations()

src/wce_crm/logging.py

@@ -25,6 +25,7 @@ LOGGING_CFG: LoggingConfig = LoggingConfig(
 
 setup_logging(LOGGING_CFG)
 logger_base = BASE_LOGGER.getChild("wce_crm")
+logger_base.setLevel(logging.DEBUG)
 
 # ** GUI
 logger_gui = logger_base.getChild("gui")