src/wce_crm/backend/backend.py

@@ -24,7 +24,8 @@ from wce_crm.types import (
     CompanyProfileConsultations,
     ConsultingType,
     ContactPersonInfo,
-    InitRecType,
+    EntityIds,
+    EntityType,
     LinkingConsultationsEntryCompany,
     LinkingConsultationsEntryPerson,
     MainPageEntry,
@@ -160,7 +161,7 @@ def initrec_company_to_db(
     dump_data["geloescht"] = auto_form_data.geloescht
 
     with db.ENGINE.begin() as conn:
-        if auto_form_data.rec_id is None:
+        if auto_form_data.ids.un_id is None:
             logger.debug("[AutoForm -- backend] Insert...")
 
             stmt = db.grunderfassung_unternehmen.insert().returning(
@@ -169,25 +170,23 @@ def initrec_company_to_db(
                 db.grunderfassung_unternehmen.c.geloescht,
             )
             ret = conn.execute(stmt, dump_data)
-            if ret.rowcount == 0:
-                raise IOError("Entry was not inserted correctly")
 
             from_db = ret.mappings().fetchall()
             assert len(from_db) == 1, "expected excactly one returned row"
             data_from_db = from_db[0]
-            auto_form_data.rec_id = data_from_db["un_id"]
+            auto_form_data.ids.un_id = data_from_db["un_id"]
             auto_form_data.geloescht = data_from_db["geloescht"]
             auto_form_data.db_data["Metadaten_aktualisierung"] = data_from_db[
                 "Metadaten_aktualisierung"
             ]
 
-            logger.debug("[AutoForm -- backend] Inserted InitRec successfully")
+            logger.debug("[AutoForm -- backend] Inserted InitRec Company successfully")
 
         else:
             logger.debug("[AutoForm -- backend] Update...")
             stmt = (
                 db.grunderfassung_unternehmen.update()
-                .where(db.grunderfassung_unternehmen.c.un_id == auto_form_data.rec_id)
+                .where(db.grunderfassung_unternehmen.c.un_id == auto_form_data.ids.un_id)
                 .returning(
                     db.grunderfassung_unternehmen.c.Metadaten_aktualisierung,
                     db.grunderfassung_unternehmen.c.geloescht,
@@ -204,8 +203,8 @@ def initrec_company_to_db(
             ]
 
             logger.debug(
-                "[AutoForm -- backend] Updated InitRec with ID %d successfully",
-                auto_form_data.rec_id,
+                "[AutoForm -- backend] Updated InitRec Company with ID %d successfully",
+                auto_form_data.ids.un_id,
             )
 
     return auto_form_data
@@ -229,7 +228,8 @@ def initrec_company_from_db(
     del data_from_db["geloescht"]
 
     return InitRec(
-        rec_id=id_,
+        ids=EntityIds(un_id=id_),
+        # rec_id=id_, # TODO remove
         geloescht=geloescht,
         db_data=data_from_db,
     )
@@ -244,34 +244,39 @@ def initrec_person_to_db(
     dump_data["geloescht"] = auto_form_data.geloescht
 
     with db.ENGINE.begin() as conn:
-        if auto_form_data.rec_id is None:
+        if auto_form_data.ids.pers_id is None:
             logger.debug("[AutoForm -- backend] Insert...")
 
-            stmt = db.grunderfassung_personen.insert().returning(
+            stmt = sa.insert(db.grunderfassung_personen).returning(
                 db.grunderfassung_personen.c.pers_id,
                 db.grunderfassung_personen.c.Metadaten_aktualisierung,
                 db.grunderfassung_personen.c.geloescht,
             )
+            stmt_compiled = str(stmt.compile(db.ENGINE))
+            logger.debug(
+                "[AutoForm -- backend] Data to insert:\nStatement: %s\n%s",
+                stmt_compiled,
+                pformat(dump_data),
+            )
+
             ret = conn.execute(stmt, dump_data)
-            if ret.rowcount == 0:
-                raise IOError("Entry was not inserted correctly")
 
             from_db = ret.mappings().fetchall()
             assert len(from_db) == 1, "expected excactly one returned row"
             data_from_db = from_db[0]
-            auto_form_data.rec_id = data_from_db["un_id"]
+            auto_form_data.ids.pers_id = data_from_db["pers_id"]
             auto_form_data.geloescht = data_from_db["geloescht"]
             auto_form_data.db_data["Metadaten_aktualisierung"] = data_from_db[
                 "Metadaten_aktualisierung"
             ]
 
-            logger.debug("[AutoForm -- backend] Inserted InitRec successfully")
+            logger.debug("[AutoForm -- backend] Inserted InitRec Person successfully")
 
         else:
             logger.debug("[AutoForm -- backend] Update...")
             stmt = (
                 db.grunderfassung_personen.update()
-                .where(db.grunderfassung_personen.c.pers_id == auto_form_data.rec_id)
+                .where(db.grunderfassung_personen.c.pers_id == auto_form_data.ids.pers_id)
                 .returning(
                     db.grunderfassung_personen.c.Metadaten_aktualisierung,
                     db.grunderfassung_personen.c.geloescht,
@@ -288,8 +293,8 @@ def initrec_person_to_db(
             ]
 
             logger.debug(
-                "[AutoForm -- backend] Updated InitRec with ID %d successfully",
-                auto_form_data.rec_id,
+                "[AutoForm -- backend] Updated InitRec Person with ID %d successfully",
+                auto_form_data.ids.pers_id,
             )
 
     return auto_form_data
@@ -313,33 +318,34 @@ def initrec_person_from_db(
     del data_from_db["geloescht"]
 
     return InitRec(
-        rec_id=id_,
+        ids=EntityIds(pers_id=id_),
+        # rec_id=id_, # TODO remove
         geloescht=geloescht,
         db_data=data_from_db,
     )
 
 
 # TODO check removal
-# def initrec_company_get_initial_recording(
-#     id_: RecId,
-# ) -> dict[str, Any]:
-#     logger.debug("[Call backend] get_initial_recording")
-#     stmt = db.grunderfassung_unternehmen.select().where(
-#         db.grunderfassung_unternehmen.c.un_id == id_
-#     )
-#     with db.ENGINE.connect() as conn:
-#         ret = conn.execute(stmt)
+def initrec_company_get_initial_recording(
+    id_: RecId,
+) -> dict[str, Any]:
+    logger.debug("[Call backend] get_initial_recording")
+    stmt = db.grunderfassung_unternehmen.select().where(
+        db.grunderfassung_unternehmen.c.un_id == id_
+    )
+    with db.ENGINE.connect() as conn:
+        ret = conn.execute(stmt)
 
-#         results = ret.mappings().all()
-#         if not results:
-#             raise KeyError(f"Database ID {id_} not found")
+        results = ret.mappings().all()
+        if not results:
+            raise KeyError(f"Database ID {id_} not found")
 
-#         assert len(results) == 1, "more than one company initial recording obtained"
+        assert len(results) == 1, "more than one company initial recording obtained"
 
-#     row = results[0]
-#     assert row, "row was not obtained"
+    row = results[0]
+    assert row, "row was not obtained"
 
-#     return dict(row)
+    return dict(row)
 
 
 # def initrec_company_delete_initial_recording(
@@ -828,7 +834,7 @@ def _main_page_get_company_list() -> list[MainPageEntry]:
                 rec_id=rec_id,
                 display_name=display_name,
                 Metadaten_aktualisierung=datetime_akt,
-                type=InitRecType.COMPANY,
+                type=EntityType.COMPANY,
             )
         )
 
@@ -865,7 +871,7 @@ def _main_page_get_person_list() -> list[MainPageEntry]:
                 rec_id=rec_id,
                 display_name=display_name,
                 Metadaten_aktualisierung=datetime_akt,
-                type=InitRecType.PERSON,
+                type=EntityType.PERSON,
             )
         )
 

src/wce_crm/data_models.py

@@ -19,10 +19,11 @@ from pydantic import (
 from pydantic_core import ErrorDetails
 
 from wce_crm.form_defs import FormField
-from wce_crm.types import ConsId, ConsultingType, RecId, UserId
+from wce_crm.types import EntityIds
 
 if TYPE_CHECKING:
     from wce_crm.gui import Page_Consulting_ConsultingSession  # noqa: F401
+    from wce_crm.types import ConsId, ConsultingType, EntityType, RecId, UserId
 
 ValidAge = Annotated[int, Field(ge=0, le=99)]
 COLUMN_SEP: Final[str] = "__"
@@ -74,33 +75,7 @@ def _parse_json(value: Any) -> str:
         raise TypeError
 
 
-# // GUI states and types
-def set_page_state(
-    target: S,
-    source: S,
-    deep: bool = False,
-) -> None:
-    """
-    transfer all field values generically from 'source' to 'target'
-    """
-    if not (dc.is_dataclass(target) and dc.is_dataclass(source)):
-        raise TypeError("Both source and atrget must be dataclasses")
-
-    if type(target) is not type(source):
-        raise TypeError("Both source and target must have the same type")
-
-    for field in dc.fields(source):
-        if field.name == "child_modules":
-            continue
-
-        new_value = getattr(source, field.name)
-
-        if deep:
-            new_value = copy.deepcopy(new_value)
-
-        setattr(target, field.name, new_value)
-
-
+# // interfaces
 class WrapperModule(Protocol):
     def _sync_state_to_GUI(self, *args, **kwargs) -> None:
         """build states for all child modules and use their `load_state` method
@@ -178,20 +153,47 @@ class Module(WrapperModule, Protocol):
 #     ) -> None: ...
 
 
-class AutoFormToDb(Protocol):
+class InitRecFormToDb(Protocol):
     def __call__(
         self,
         auto_form_data: InitRec,
     ) -> InitRec: ...
 
 
-class AutoFormFromDb(Protocol):
+class InitRecFormFromDb(Protocol):
     def __call__(
         self,
         id_: int,
     ) -> InitRec: ...
 
 
+# // GUI states and types
+def set_page_state(
+    target: S,
+    source: S,
+    deep: bool = False,
+) -> None:
+    """
+    transfer all field values generically from 'source' to 'target'
+    """
+    if not (dc.is_dataclass(target) and dc.is_dataclass(source)):
+        raise TypeError("Both source and atrget must be dataclasses")
+
+    if type(target) is not type(source):
+        raise TypeError("Both source and target must have the same type")
+
+    for field in dc.fields(source):
+        if field.name == "child_modules":
+            continue
+
+        new_value = getattr(source, field.name)
+
+        if deep:
+            new_value = copy.deepcopy(new_value)
+
+        setattr(target, field.name, new_value)
+
+
 @dc.dataclass(slots=True)
 class Session:
     user_id: UserId
@@ -215,40 +217,45 @@ class Page_NewInitRec_State(PageState[Module]):
 
 
 @dc.dataclass(slots=True, kw_only=True)
-class Page_InitRecCompany_State(PageState[Module]):
-    session: Session
-    un_id: RecId | None = None
-    locked: bool
-
-
-@dc.dataclass(slots=True, kw_only=True)
-class AutoFormConfig:
+class InitRecFormConfig:
     model: type[FlatBaseModel]
-    to_db: AutoFormToDb
-    from_db: AutoFormFromDb
+    to_db: InitRecFormToDb
+    from_db: InitRecFormFromDb
     form_fields: Sequence[FormField]
     ignored_keys: Iterable[str] = tuple()
     add_buttons: bool = True
 
 
 @dc.dataclass(slots=True, kw_only=True)
-class AutoForm_State(PageState[Module]):
+class InitRecForm_State(PageState[Module]):
     session: Session
-    cfg: AutoFormConfig
-    rec_id: RecId | None = None
+    cfg: InitRecFormConfig
+    ids: EntityIds
+    ent_type: EntityType
+    # rec_id: RecId | None = None
     form_data: dict[str, Any] | None = None
     locked: bool
     geloescht: bool = False
 
 
 @dc.dataclass(slots=True, kw_only=True)
-class Page_InitRecPerson_State(PageState[Module]):
+class Page_InitRecCompany_State(PageState[Module]):
     session: Session
-    pers_id: RecId | None = None
-    un_id: RecId | None = None
+    ids: EntityIds
+    # un_id: RecId | None = None
     locked: bool
 
 
+@dc.dataclass(slots=True, kw_only=True)
+class Page_InitRecPerson_State(PageState[Module]):
+    session: Session
+    ids: EntityIds
+    # pers_id: RecId | None = None
+    # un_id: RecId | None = None
+    locked: bool
+
+
+# TODO change to entity IDs
 @dc.dataclass(slots=True, kw_only=True)
 class Page_Consulting_State(PageState[Module]):
     session: Session
@@ -264,6 +271,7 @@ class Page_Consulting_State(PageState[Module]):
     locked: bool
 
 
+# TODO change to entity IDs
 @dc.dataclass(slots=True, kw_only=True)
 class Page_Consulting_Linking_State(PageState[Module]):
     session: Session
@@ -279,7 +287,6 @@ class Page_Consulting_ConsultingSession_State(PageState[Module]):
     nutzer_name: str  # must be set with the session (always known)
     beratung_id: int | None  # known and not known entries
     zeitstempel: datetime.datetime | None = None
-    # dc.field(default_factory=lambda: datetime.datetime.now(tz=datetime.UTC))
     ansprechpartner: str | None = None
     kommunikationsweg: str | None = None
     thema_crm_matrix: str | None = (
@@ -301,7 +308,8 @@ class Page_Consulting_Table_State(PageState["Page_Consulting_ConsultingSession"]
 @dc.dataclass(slots=True, kw_only=True)
 class Page_CompanyProfile_State(PageState[Module]):
     session: Session
-    rec_id: RecId | None = None
+    ids: EntityIds
+    # rec_id: RecId | None = None
 
 
 # // Pydantic models
@@ -419,7 +427,8 @@ class FlatBaseModel(BaseModel):
 
 # ** InitRec
 class InitRec(BaseModel):
-    rec_id: RecId | None
+    ids: EntityIds
+    # rec_id: RecId | None
     geloescht: AwareDatetime | None = None
     db_data: dict[str, Any]
 

src/wce_crm/gui.py

@@ -84,13 +84,13 @@ from wce_crm.backend import backend
 from wce_crm.constants import TIMEZONE_CEST
 from wce_crm.data_models import (
     COLUMN_SEP,
-    AutoForm_State,
-    AutoFormConfig,
     Beratungsgespraech_Einzelgespraech,
     Beratungsgespraech_Vorgang,
     Grunderfassung_Personen,
     Grunderfassung_Unternehmen,
     InitRec,
+    InitRecForm_State,
+    InitRecFormConfig,
     Page_CompanyProfile_State,
     Page_Consulting_ConsultingSession_State,
     Page_Consulting_Linking_State,
@@ -117,11 +117,17 @@ from wce_crm.logging import (
     logger_gui,
     logger_page_consulting,
 )
-from wce_crm.types import CompanyProfileConsultationEntry, ConsultingType, RecId
+from wce_crm.types import (
+    CompanyProfileConsultationEntry,
+    ConsultingType,
+    EntityIds,
+    EntityType,
+    RecId,
+)
 
 if TYPE_CHECKING:
     from wce_crm.data_models import (
-        AutoForm_State,
+        InitRecForm_State,
         Module,
         WrapperModule,
     )
@@ -1370,14 +1376,14 @@ def search_widgets_by_key(
     return hits
 
 
-class AutoForm(QWidget):
+class InitRecForm(QWidget):
     """a widget, which is managed by a code-defined field definition collection"""
 
     update_triggered = Signal()  # formular saved (data changed for front page)
 
     def __init__(
         self,
-        state: AutoForm_State,
+        state: InitRecForm_State,
     ) -> None:
         super().__init__()
         self.STATE = state
@@ -1519,7 +1525,8 @@ class AutoForm(QWidget):
             index = int(self.id_field_input.text())
         except ValueError:
             index = None
-        self.STATE.rec_id = index
+        self.STATE.ids.un_id = index
+        self.STATE.ids.pers_id = index
         logger_gui.debug("[Auto-Form] Set index to %s, new state: %s", index, self.STATE)
 
     def _disable_save(self) -> None:
@@ -1539,13 +1546,13 @@ class AutoForm(QWidget):
         self.save_btn.setText(self.edit_buttons.save_btn_txt_enabled)
 
     def _activate_delete(self) -> None:
-        if self.STATE.rec_id is not None:
+        if self.STATE.ids.valid():
             self.delete_btn.setEnabled(True)
         else:
             self.delete_btn.setEnabled(False)
 
     def _delete_data(self) -> None:
-        assert self.STATE.rec_id is not None, "deletion initialised despite no index set"
+        assert self.STATE.ids.valid(), "deletion initialised despite IDs are not properly set"
         confirm = get_user_confirmation(
             self,
             "Löschen bestätigen",
@@ -1592,7 +1599,9 @@ class AutoForm(QWidget):
         logger_auto_form.debug("[Auto-Form] Set form data...")
         logger_auto_form.debug("[Auto-Form] Form data:\n%s", pformat(form_data))
         self._set_form_data(form_data)
-        self.STATE.rec_id = id_
+        self.STATE.ids.set_id(id_, self.STATE.ent_type)
+        # TODO remove
+        # self.STATE.rec_id = id_
         self.STATE.form_data = self._get_form_data()
         logger_auto_form.debug(
             "####### model dump vs get form data:\n%s\n\n%s",
@@ -1602,7 +1611,9 @@ class AutoForm(QWidget):
 
     def reset_form(self) -> None:
         reset_form(self.widget_registry)
-        self.STATE.rec_id = None
+        self.STATE.ids.set_id(None, self.STATE.ent_type)
+        # TODO remove
+        # self.STATE.rec_id = None
         self.STATE.form_data = None
         self.STATE.geloescht = False
 
@@ -1640,7 +1651,7 @@ class AutoForm(QWidget):
     ) -> None:
         if section is None or section == "form":
             if not self.STATE.geloescht:
-                self._load_from_id(self.STATE.rec_id)
+                self._load_from_id(self.STATE.ids.get_id(self.STATE.ent_type))
             else:
                 self.reset_form()
 
@@ -1666,12 +1677,12 @@ class AutoForm(QWidget):
 
     def load_state(
         self,
-        new_state: AutoForm_State,
+        new_state: InitRecForm_State,
     ) -> None:
         set_page_state(self.STATE, new_state)
         self._sync_state_to_GUI(None)
 
-    def get_state(self) -> AutoForm_State:
+    def get_state(self) -> InitRecForm_State:
         self._sync_GUI_to_state()
 
         return self.STATE
@@ -1680,20 +1691,23 @@ class AutoForm(QWidget):
         self,
         data: InitRec,
     ) -> None:
-        self.STATE.rec_id = data.rec_id
+        ent_type = self.STATE.ent_type
+        self.STATE.ids.set_id(data.ids.get_id(ent_type), ent_type)
+        # self.STATE.rec_id = data.rec_id
         self.STATE.form_data = None
         self.STATE.geloescht = True if data.geloescht else False
 
         self._sync_state_to_GUI(None)  # TODO change to correct loading
 
     def save_data(self) -> None:
-        if self.STATE.rec_id is None and self.STATE.geloescht:
+        relevant_id = self.STATE.ids.get_id(self.STATE.ent_type)
+        if relevant_id is None and self.STATE.geloescht:
             logger_auto_form.debug(
                 "[Auto-Form] This was never saved in the database "
                 "and is marked for deletion - ignore."
             )
             return
-        elif self.STATE.rec_id is not None and self.STATE.geloescht:
+        elif relevant_id is not None and self.STATE.geloescht:
             logger_auto_form.debug(
                 "[Auto-Form] This was saved in the database "
                 "and is marked for deletion - fast path."
@@ -1701,7 +1715,8 @@ class AutoForm(QWidget):
             deleted_datetime = datetime.datetime.now(datetime.UTC)
             assert self.STATE.form_data, "cannot delete entry with uninitialised form data"
             to_db = InitRec(
-                rec_id=self.STATE.rec_id,
+                ids=self.STATE.ids,
+                # rec_id=self.STATE.rec_id, # TODO remove
                 geloescht=deleted_datetime,
                 db_data={},
             )
@@ -1759,7 +1774,8 @@ class AutoForm(QWidget):
             try:
                 # TODO change to result pattern
                 to_db = InitRec(
-                    rec_id=self.STATE.rec_id,
+                    ids=self.STATE.ids,
+                    # rec_id=self.STATE.rec_id,
                     geloescht=deleted_datetime,
                     db_data=db_data,
                 )
@@ -2904,18 +2920,22 @@ class Page_NewInitRec(QWidget):
         layout.addWidget(btn_consulting)
 
     def _request_initrec_company(self) -> None:
+        ids = EntityIds(type=EntityType.COMPANY)
         req_state = Page_InitRecCompany_State(
             session=self.STATE.session,
-            un_id=None,
+            ids=ids,
+            # un_id=None, # TODO remove
             locked=False,
         )
         logger_gui.debug("[Page -- InitRec] State to call: %s", req_state)
         self.company_requested.emit(req_state)
 
     def _request_initrec_person(self) -> None:
+        ids = EntityIds(type=EntityType.PERSON)
         req_state = Page_InitRecPerson_State(
             session=self.STATE.session,
-            pers_id=None,
+            ids=ids,
+            # pers_id=None, # TODO remove
             locked=False,
         )
         logger_gui.debug("[Page -- InitRec] State to call: %s", req_state)
@@ -2955,7 +2975,7 @@ class Page_NewInitRec(QWidget):
         pass
 
 
-CONFIG_GRUNDERFASSUNG_UNTERNEHMEN: Final[AutoFormConfig] = AutoFormConfig(
+CONFIG_GRUNDERFASSUNG_UNTERNEHMEN: Final[InitRecFormConfig] = InitRecFormConfig(
     model=Grunderfassung_Unternehmen,
     to_db=backend.initrec_company_to_db,
     from_db=backend.initrec_company_from_db,
@@ -2966,7 +2986,7 @@ CONFIG_GRUNDERFASSUNG_UNTERNEHMEN: Final[AutoFormConfig] = AutoFormConfig(
     form_fields=INITREC_COMP,
 )
 
-CONFIG_GRUNDERFASSUNG_PERSONEN: Final[AutoFormConfig] = AutoFormConfig(
+CONFIG_GRUNDERFASSUNG_PERSONEN: Final[InitRecFormConfig] = InitRecFormConfig(
     model=Grunderfassung_Personen,
     to_db=backend.initrec_person_to_db,
     from_db=backend.initrec_person_from_db,
@@ -3036,8 +3056,8 @@ class Page_InitRecCompany(QWidget):
         )
         self.comp_profile_btn.setFixedHeight(50)
 
-        self.initrec_person_btn = QPushButton("Individualperson erfassen")
-        self.initrec_person_btn.clicked.connect(self._request_inirec_person)
+        self.initrec_person_btn = QPushButton("Individualperson erfassen/anzeigen")
+        self.initrec_person_btn.clicked.connect(self._request_initrec_person)
         self.initrec_person_btn.setSizePolicy(
             QSizePolicy.Policy.Expanding, QSizePolicy.Policy.Fixed
         )
@@ -3079,13 +3099,16 @@ class Page_InitRecCompany(QWidget):
 
         # --- AUTO FORM LAYOUT ---
         container_layout.addSpacing(20)
-        self.AUTO_FORM_CFG = CONFIG_GRUNDERFASSUNG_UNTERNEHMEN
-        auto_form_state = AutoForm_State(
+        self.INITREC_FORM_CFG = CONFIG_GRUNDERFASSUNG_UNTERNEHMEN
+        assert self.STATE.ids.ent_type is EntityType.COMPANY, "mismatch of entity types"
+        auto_form_state = InitRecForm_State(
             session=self.STATE.session,
-            cfg=self.AUTO_FORM_CFG,
+            cfg=self.INITREC_FORM_CFG,
+            ids=self.STATE.ids,
+            ent_type=EntityType.COMPANY,
             locked=False,
         )
-        self.auto_form = AutoForm(auto_form_state)
+        self.auto_form = InitRecForm(auto_form_state)
         container_layout.addWidget(self.auto_form)
         self.auto_form.update_triggered.connect(lambda: self.update_main_page.emit())
         self.auto_form.update_triggered.connect(self._auto_form_updated)
@@ -3132,24 +3155,29 @@ class Page_InitRecCompany(QWidget):
         self._sync_state_to_GUI("banners")
 
     def _request_company_profile(self) -> None:
-        assert self.STATE.un_id is not None, (
+        assert self.STATE.ids.un_id is not None, (
             "requested company profile for a company which is not known (no ID)"
         )
         req_state = Page_CompanyProfile_State(
             session=self.STATE.session,
-            rec_id=self.STATE.un_id,
+            # rec_id=self.STATE.un_id,
+            ids=self.STATE.ids,
         )
         logger_gui.debug("[Page -- InitRec Company] State to call: %s", req_state)
         self.company_profile_requested.emit(req_state)
 
-    def _request_inirec_person(self) -> None:
-        assert self.STATE.un_id is not None, (
+    def _request_initrec_person(self) -> None:
+        assert self.STATE.ids.un_id is not None, (
             "requested initrec of person for a company which is not known (no ID)"
         )
+        if not self.STATE.locked:
+            self.auto_form.save_data()
+
         req_state = Page_InitRecPerson_State(
             session=self.STATE.session,
-            pers_id=None,
-            un_id=self.STATE.un_id,
+            ids=self.STATE.ids,
+            # pers_id=None, # TODO remove
+            # un_id=self.STATE.un_id,
             locked=False,
         )
         logger_gui.debug("[Page -- InitRec Company] State to call: %s", req_state)
@@ -3160,13 +3188,16 @@ class Page_InitRecCompany(QWidget):
 
     def _sync_state_to_GUI(
         self,
-        section: Literal["auto_form", "comp_profile", "banners"] | None,
+        section: Literal["auto_form", "comp_profile", "initrec_person", "banners"] | None,
     ) -> None:
         if section is None or section == "auto_form":
-            auto_form_state = AutoForm_State(
+            assert self.STATE.ids.ent_type is EntityType.COMPANY, "mismatch of entity types"
+            auto_form_state = InitRecForm_State(
                 session=self.STATE.session,
-                cfg=self.AUTO_FORM_CFG,
-                rec_id=self.STATE.un_id,
+                cfg=self.INITREC_FORM_CFG,
+                ids=self.STATE.ids,
+                ent_type=EntityType.COMPANY,
+                # rec_id=self.STATE.un_id, # TODO remove
                 form_data=None,
                 locked=self.STATE.locked,
             )
@@ -3174,14 +3205,20 @@ class Page_InitRecCompany(QWidget):
             self.auto_form.load_state(auto_form_state)
 
         if section is None or section == "comp_profile":
-            if self.STATE.un_id is None:
-                self.comp_profile_btn.setEnabled(False)
-            else:
+            if self.STATE.ids.valid():
                 self.comp_profile_btn.setEnabled(True)
+            else:
+                self.comp_profile_btn.setEnabled(False)
+
+        if section is None or section == "initrec_person":
+            if self.STATE.ids.un_id is not None:
+                self.initrec_person_btn.setEnabled(True)
+            else:
+                self.initrec_person_btn.setEnabled(False)
 
         if section is None or section == "banners":
             self._clear_info_banners()
-            if self.STATE.un_id is None:
+            if self.STATE.ids.un_id is None:
                 self._add_info_banner(
                     text="⚠️ Dieser Eintrag ist noch nicht gespeichert.",
                     button_text="",
@@ -3189,7 +3226,8 @@ class Page_InitRecCompany(QWidget):
 
     def _sync_GUI_to_state(self) -> None:
         auto_form_state = self.auto_form.get_state()
-        self.STATE.un_id = auto_form_state.rec_id
+        self.STATE.ids = auto_form_state.ids
+        # self.STATE.un_id = auto_form_state.rec_id # TODO remove
 
     def load_state(
         self,
@@ -3291,12 +3329,14 @@ class Page_InitRecPerson(QWidget):
         # --- AUTO FORM LAYOUT ---
         container_layout.addSpacing(20)
         self.AUTO_FORM_CFG = CONFIG_GRUNDERFASSUNG_PERSONEN
-        auto_form_state = AutoForm_State(
+        auto_form_state = InitRecForm_State(
             session=self.STATE.session,
             cfg=self.AUTO_FORM_CFG,
+            ids=self.STATE.ids,
+            ent_type=EntityType.PERSON,
             locked=False,
         )
-        self.auto_form = AutoForm(auto_form_state)
+        self.auto_form = InitRecForm(auto_form_state)
         container_layout.addWidget(self.auto_form)
         self.auto_form.update_triggered.connect(lambda: self.update_triggered.emit())
         self.auto_form.update_triggered.connect(self._auto_form_updated)
@@ -3376,10 +3416,12 @@ class Page_InitRecPerson(QWidget):
         section: Literal["auto_form", "banners"] | None,
     ) -> None:
         if section is None or section == "auto_form":
-            auto_form_state = AutoForm_State(
+            auto_form_state = InitRecForm_State(
                 session=self.STATE.session,
                 cfg=self.AUTO_FORM_CFG,
-                rec_id=self.STATE.pers_id,
+                ids=self.STATE.ids,
+                ent_type=EntityType.PERSON,
+                # rec_id=self.STATE.pers_id, # TODO remove
                 form_data=None,
                 locked=self.STATE.locked,
             )
@@ -3387,7 +3429,7 @@ class Page_InitRecPerson(QWidget):
 
         if section is None or section == "banners":
             self._clear_info_banners()
-            if self.STATE.pers_id is None:
+            if self.STATE.ids.pers_id is None:
                 self._add_info_banner(
                     text="⚠️ Dieser Eintrag ist noch nicht gespeichert.",
                     button_text="",
@@ -3395,7 +3437,8 @@ class Page_InitRecPerson(QWidget):
 
     def _sync_GUI_to_state(self) -> None:
         auto_form_state = self.auto_form.get_state()
-        self.STATE.pers_id = auto_form_state.rec_id
+        self.STATE.ids = auto_form_state.ids
+        # self.STATE.ids.pers_id = auto_form_state.rec_id # TODO remove
 
     def load_state(
         self,
@@ -3420,9 +3463,7 @@ class Page_InitRecPerson(QWidget):
 
 class Page_CompanyProfile(QWidget):
     back_main_requested = Signal()  # back to main page
-    back_requested = Signal(
-        Page_InitRecCompany_State
-    )  # back to init rec (bool: reset yes/no)
+    back_requested = Signal()  # back to init rec (bool: reset yes/no)
     # TODO update should trigger something else
     # more like listening to 'child' ("Beratungen")
     # update_triggered = Signal()  # form saved (data changed for front page)
@@ -3473,7 +3514,8 @@ class Page_CompanyProfile(QWidget):
         back_btn_main.setMinimumWidth(200)
         back_btn_main.setMaximumWidth(200)
         back_btn_step = QPushButton("← Zurück")
-        back_btn_step.clicked.connect(self._request_initrec_company)
+        # back_btn_step.clicked.connect(self._request_initrec_company) # TODO remove
+        back_btn_step.clicked.connect(lambda: self.back_requested.emit())
         back_btn_step.setSizePolicy(QSizePolicy.Policy.Fixed, QSizePolicy.Policy.Fixed)
         back_btn_step.setMinimumWidth(200)
         back_btn_step.setMaximumWidth(200)
@@ -3688,26 +3730,26 @@ class Page_CompanyProfile(QWidget):
         target_idx = target_layout.count() - 1
         target_layout.insertWidget(target_idx, dummy_click_cell)
 
-    def _request_initrec_company(self) -> None:
-        req_state = Page_InitRecCompany_State(
-            session=self.STATE.session,
-            un_id=self.STATE.rec_id,
-            locked=True,
-        )
-        logger_gui.debug("[Page Company Profile] State to call: %s", req_state)
-        self.back_requested.emit(req_state)
+    # def _request_initrec_company(self) -> None:
+    #     req_state = Page_InitRecCompany_State(
+    #         session=self.STATE.session,
+    #         un_id=self.STATE.rec_id,
+    #         locked=True,
+    #     )
+    #     logger_gui.debug("[Page Company Profile] State to call: %s", req_state)
+    #     self.back_requested.emit(req_state)
 
     def _request_new_consulting(
         self,
         cons_type: ConsultingType,
     ) -> None:
-        assert self.STATE.rec_id is not None, (
+        assert self.STATE.ids.un_id is not None, (
             "tried to call consulting from comp profile without set ID"
         )
         new_state = Page_Consulting_State(
             session=self.STATE.session,
             vorgang_id=None,
-            un_id=self.STATE.rec_id,
+            un_id=self.STATE.ids.un_id,
             beratungs_typ=cons_type,
             locked=False,
         )
@@ -3717,13 +3759,13 @@ class Page_CompanyProfile(QWidget):
         self,
         data: CompanyProfileConsultationEntry,
     ) -> None:
-        assert self.STATE.rec_id is not None, (
+        assert self.STATE.ids.un_id is not None, (
             "tried to call consulting from comp profile without set ID"
         )
         new_state = Page_Consulting_State(
             session=self.STATE.session,
             vorgang_id=data.cons_id,
-            un_id=self.STATE.rec_id,
+            un_id=self.STATE.ids.un_id,
             beratungs_typ=data.cons_type,
             locked=True,
         )
@@ -3745,9 +3787,11 @@ class Page_CompanyProfile(QWidget):
             widget.deleteLater()
 
     def _update_consultations(self) -> None:
-        if self.STATE.rec_id is None:
+        if self.STATE.ids.un_id is None:
             return
-        consultations = backend.companyprofile_page_get_consultations(un_id=self.STATE.rec_id)
+        consultations = backend.companyprofile_page_get_consultations(
+            un_id=self.STATE.ids.un_id
+        )
 
         logger_gui.debug(
             "[Page -- Company Profile] Consultations: %s", pformat(consultations)
@@ -3785,7 +3829,7 @@ class Page_CompanyProfile(QWidget):
         self.add_btn_individual.setEnabled(True)
 
     def _sync_state_to_GUI(self) -> None:
-        if self.STATE.rec_id is None:
+        if self.STATE.ids.un_id is None:
             # just clear and do nothing else
             logger_gui.debug("just reset, ID is None")
             self.table_master_data.reset()
@@ -3794,7 +3838,7 @@ class Page_CompanyProfile(QWidget):
             return
 
         self._enable_add_btns()
-        init_rec = backend.initrec_company_get_initial_recording(self.STATE.rec_id)
+        init_rec = backend.initrec_company_get_initial_recording(self.STATE.ids.un_id)
         ma_id = cast("ExtMaId", init_rec["Partnersuche__un_suche"])
         assert ma_id is not None, "no ma_id obtained"
         comp_info = backend.initrec_comp_search_get_info(ma_id)
@@ -3809,16 +3853,18 @@ class Page_CompanyProfile(QWidget):
         self.set_company_name(data["Name:"])
         self.update_current_page()
 
-    def _sync_GUI_to_state(self) -> None: ...
+    def _sync_GUI_to_state(self) -> None:
+        pass
 
-    def validate(self) -> None: ...
+    def validate(self) -> None:
+        pass
 
     def load_state(
         self,
         new_state: Page_CompanyProfile_State,
     ) -> None:
-        logger_gui.debug("Called function to load with ID: %s", new_state.rec_id)
-        self.STATE.rec_id = new_state.rec_id
+        logger_gui.debug("Called function to load with IDs: %s", pformat(new_state.ids))
+        self.STATE.ids = new_state.ids
 
         self._sync_state_to_GUI()
 
@@ -4015,7 +4061,7 @@ class MasterDataFormWidget(QWidget):
 
 class Page_Consulting(QWidget):
     back_main_requested = Signal()  # back to main page
-    back_requested = Signal(bool)  # back to init rec (bool: reset yes/no)
+    back_requested = Signal()  # back to init rec (bool: reset yes/no)
     # TODO update should trigger something else
     # more like listening to 'child' ("Beratungen")
     update_triggered = Signal()  # form saved (data changed for front page)
@@ -4057,7 +4103,7 @@ class Page_Consulting(QWidget):
         back_btn_main.setMinimumWidth(200)
         back_btn_main.setMaximumWidth(200)
         back_btn_step = QPushButton("← Zurück")
-        back_btn_step.clicked.connect(lambda: self.back_requested.emit(False))
+        back_btn_step.clicked.connect(lambda: self.back_requested.emit())
         back_btn_step.setSizePolicy(QSizePolicy.Policy.Fixed, QSizePolicy.Policy.Fixed)
         back_btn_step.setMinimumWidth(200)
         back_btn_step.setMaximumWidth(200)
@@ -5792,30 +5838,36 @@ class MainWindow(QMainWindow):
         self.new_initrec_select.consulting_requested.connect(self.show_page_consulting)
         self.stack.addWidget(self.new_initrec_select)
         # SITE: 'Grunderfassung Unternehmen'
+        ids = EntityIds(type=EntityType.COMPANY)
         initrec_company_state = Page_InitRecCompany_State(
-            session=self.STATE.session, locked=False
+            session=self.STATE.session, ids=ids, locked=False
         )
         self.initrec_company = Page_InitRecCompany(initrec_company_state)
         self.initrec_company.back_main_requested.connect(self.show_main_page)
-        self.initrec_company.back_requested.connect(self.show_new_entry_select)
+        self.initrec_company.back_requested.connect(self.simple_go_back)
         self.initrec_company.update_main_page.connect(self.update_grid)
         self.initrec_company.initrec_person_requested.connect(self.show_page_initrec_person)
         self.initrec_company.company_profile_requested.connect(self.show_page_company_profile)
         self.stack.addWidget(self.initrec_company)
         # SITE: 'Grunderfassung Person'
+        ids = EntityIds(type=EntityType.PERSON)
         initrec_person_state = Page_InitRecPerson_State(
-            session=self.STATE.session, locked=False
+            session=self.STATE.session, ids=ids, locked=False
         )
         self.initrec_person = Page_InitRecPerson(initrec_person_state)
         self.initrec_person.back_main_requested.connect(self.show_main_page)
-        self.initrec_person.back_requested.connect(self.show_new_entry_select)
+        self.initrec_person.back_requested.connect(self.simple_go_back)
         self.initrec_person.update_triggered.connect(self.update_grid)
         self.stack.addWidget(self.initrec_person)
         # SITE: 'Unternehmensprofil'
-        comp_profile_state = Page_CompanyProfile_State(session=self.STATE.session)
+        comp_profile_state = Page_CompanyProfile_State(
+            session=self.STATE.session, ids=EntityIds()
+        )
         self.company_profile = Page_CompanyProfile(comp_profile_state)
         self.company_profile.back_main_requested.connect(self.show_main_page)
-        self.company_profile.back_requested.connect(self.show_page_initrec_company)
+        # TODO remove
+        # self.company_profile.back_requested.connect(self.show_page_initrec_company)
+        self.company_profile.back_requested.connect(self.simple_go_back)
         self.company_profile.consulting_requested.connect(self.show_page_consulting)
         self.stack.addWidget(self.company_profile)
         # SITE: 'Beratungsgespräch'
@@ -5947,18 +5999,22 @@ class MainWindow(QMainWindow):
         data: types.MainPageEntry,
     ):
         target: QWidget
-        if data.type is types.InitRecType.COMPANY:
+        if data.type is types.EntityType.COMPANY:
+            ids = EntityIds(un_id=data.rec_id, type=EntityType.COMPANY)
             new_state = Page_InitRecCompany_State(
                 session=self.STATE.session,
-                un_id=data.rec_id,
+                ids=ids,
+                # un_id=data.rec_id, # TODO remove
                 locked=True,
             )
             self.initrec_company.load_state(new_state)
             target = self.initrec_company
-        elif data.type is types.InitRecType.PERSON:
+        elif data.type is types.EntityType.PERSON:
+            ids = EntityIds(pers_id=data.rec_id, type=EntityType.PERSON)
             new_state = Page_InitRecPerson_State(
                 session=self.STATE.session,
-                pers_id=data.rec_id,
+                ids=ids,
+                # pers_id=data.rec_id, # TODO remove
                 locked=True,
             )
             self.initrec_person.load_state(new_state)

src/wce_crm/types.py

@@ -18,7 +18,7 @@ ExtAnId: TypeAlias = int
 PolarsSchema: TypeAlias = dict[str, type["pl.DataType"]]
 
 
-class InitRecType(enum.IntEnum):
+class EntityType(enum.IntEnum):
     COMPANY = enum.auto()
     PERSON = enum.auto()
 
@@ -28,10 +28,56 @@ class ConsultingType(enum.StrEnum):
     INDIVIDUAL = enum.auto()
 
 
-@dc.dataclass(slots=True)
+@dc.dataclass(slots=True, kw_only=True)
 class EntityIds:
     un_id: RecId | None = None
     pers_id: RecId | None = None
+    type: dc.InitVar[EntityType | None] = None
+    _ent_type: EntityType | None = dc.field(init=False)
+
+    def __post_init__(self, type: EntityType | None) -> None:
+        self._ent_type = type
+
+    @property
+    def ent_type(self) -> EntityType | None:
+        return self._ent_type
+
+    def any(self) -> bool:
+        return self.un_id is not None or self.pers_id is not None
+
+    def all(self) -> bool:
+        return self.un_id is not None and self.pers_id is not None
+
+    def valid(self) -> bool:
+        if self.ent_type is None:
+            raise TypeError("Initrec type not defined. Can not determine valid state.")
+        elif self.ent_type is EntityType.COMPANY:
+            return self.all()
+        elif self.ent_type is EntityType.PERSON:
+            return self.any()
+        else:
+            raise RuntimeError(
+                f"Unknown initrec type {self.ent_type}. This is not supported."
+            )
+
+    def set_id(
+        self,
+        id_: RecId | None,
+        ent_type: EntityType,
+    ) -> None:
+        if ent_type is EntityType.COMPANY:
+            self.un_id = id_
+        elif ent_type is EntityType.PERSON:
+            self.pers_id = id_
+
+    def get_id(
+        self,
+        ent_type: EntityType,
+    ) -> RecId | None:
+        if ent_type is EntityType.COMPANY:
+            return self.un_id
+        elif ent_type is EntityType.PERSON:
+            return self.pers_id
 
 
 # // database interaction data structures
@@ -94,7 +140,7 @@ class MainPageEntry:
     rec_id: RecId
     display_name: str
     Metadaten_aktualisierung: datetime.datetime
-    type: InitRecType
+    type: EntityType
 
 
 @dc.dataclass(slots=True)