deployment/.env

@@ -2,4 +2,5 @@ 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_PATH_FILE_STORAGE=data/files
 DOPT_ALEMBIC_BASE=python/alembic

src/wce_crm/README.md

@@ -5,4 +5,5 @@
 - DOPT_DB_CRM: path to CRM 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_FILE_STORAGE: path to folder for saving files
 - DOPT_ALEMBIC_BASE: path to all relevant alembic file

src/wce_crm/backend/backend.py

@@ -4,7 +4,7 @@ import copy
 import datetime
 from collections.abc import Container, Mapping
 from pprint import pformat
-from typing import TYPE_CHECKING, Any, TypeVar, cast
+from typing import TYPE_CHECKING, Any, Final, TypeVar, cast
 
 import polars as pl
 import sqlalchemy as sa
@@ -12,7 +12,12 @@ from dopt_basics.result_pattern import wrap_result
 from sqlalchemy.dialects.sqlite import insert as sqlite_insert
 
 from wce_crm import db
-from wce_crm.constants import TIMEZONE_CEST
+from wce_crm.backend.document_service import (
+    DocumentRepository,
+    DocumentService,
+    FileStorageService,
+)
+from wce_crm.constants import TIMEZONE_CEST, Config
 from wce_crm.data_models import (
     FIELD_DB_MAPPING_GRUNDERERFASSUNG_PERSONEN,
     FIELD_DB_MAPPING_GRUNDERERFASSUNG_UNTERNEHMEN,
@@ -22,7 +27,7 @@ from wce_crm.data_models import (
     InitRec,
     Page_InitRec_Form_Data,
 )
-from wce_crm.logging import logger_back as logger
+from wce_crm.logging import logger_backend as logger
 from wce_crm.types import (
     CompanyInfo,
     CompanyProfileConsultationEntry,
@@ -45,6 +50,11 @@ if TYPE_CHECKING:
 K = TypeVar("K")
 V = TypeVar("V")
 
+INITREC_DOC_SERVICE: Final[DocumentService] = DocumentService(
+    repo=DocumentRepository(file_storage_dir=Config.PATH_FILE_STORAGE),
+    storage=FileStorageService(storage_dir=Config.PATH_FILE_STORAGE),
+)
+
 
 def _transform_for_gui_output(
     data: pl.DataFrame,
@@ -244,6 +254,10 @@ def page_initrec_to_db(
         data.form_data.metadata = in_filter
         data.form_data.person = out_filter
 
+        # documents
+        assert data.ids.pers_id
+        data.docs = INITREC_DOC_SERVICE.to_db(conn, pers_id=data.ids.pers_id, docs=data.docs)
+
         # company
         if data.recording_type is RecordingType.WITH_COMPANY:
             # insert into company table and add additional information
@@ -378,11 +392,16 @@ def page_initrec_from_db(
             "[InitRec -- backend] Loaded entries which seem to be deleted - IDs: %s", ids
         )
 
+    # documents
+    with db.ENGINE.connect() as conn:
+        docs = INITREC_DOC_SERVICE.from_db(conn, pers_id=ids.pers_id)
+
     return InitRec(
         ids=ids,
         recording_type=recording_type,
         geloescht=geloescht,
         form_data=form_data,
+        docs=docs,
     )
 
 

src/wce_crm/backend/document_service.py

@@ -0,0 +1,196 @@
+from __future__ import annotations
+
+import datetime
+import shutil
+import uuid
+from pathlib import Path
+from pprint import pformat
+from typing import TYPE_CHECKING, Any, Final, cast
+
+import sqlalchemy as sa
+
+from wce_crm import db
+from wce_crm.constants import TIMEZONE_CEST
+from wce_crm.data_models import Grunderfassung_Dokument
+from wce_crm.logging import logger_initrec_docs as logger
+
+if TYPE_CHECKING:
+    from wce_crm.types import RecId
+
+
+class FileStorageService:
+    def __init__(
+        self,
+        storage_dir: Path,
+    ):
+        self.storage_dir = storage_dir
+
+    def store_file(
+        self,
+        src_path: Path,
+    ) -> Path:
+        """Copies file to the application's file storage, assgn an UUID and gives back
+        the absolute path."""
+        src_path = src_path.resolve()
+        assert src_path.is_file(), "provided path is not a file"
+
+        if not src_path.exists():
+            raise FileNotFoundError(
+                f"Die Datei {src_path.name} konnte nicht gefunden werden. "
+                f"Existiert diese noch oder wurde sie gelöscht?"
+            )
+
+        ts_now = datetime.datetime.now(tz=TIMEZONE_CEST)
+        month = str(ts_now.month).zfill(2)
+        year = str(ts_now.year)
+        target_dir = self.storage_dir / year / month
+        target_dir.mkdir(parents=True, exist_ok=True)
+
+        new_filename = f"{uuid.uuid4().hex}{src_path.suffix}"
+        target_path = target_dir / new_filename
+
+        shutil.copy2(src_path, target_path)
+
+        return target_path
+
+    def delete_file(
+        self,
+        absolute_path: Path,
+    ) -> None:
+        if absolute_path.is_relative_to(self.storage_dir) and absolute_path.exists():
+            absolute_path.unlink()
+
+
+class DocumentRepository:
+    def __init__(
+        self,
+        file_storage_dir: Path,
+    ):
+        self.file_storage_dir = file_storage_dir
+
+    def from_db(
+        self,
+        conn: sa.Connection,
+        pers_id: RecId,
+    ) -> list[Grunderfassung_Dokument]:
+        stmt = sa.select(db.t_grunderfassung_dokumente).where(
+            db.t_grunderfassung_dokumente.c.pers_id == pers_id,
+            db.t_grunderfassung_dokumente.c.geloescht.is_(None),
+        )
+
+        ret = conn.execute(stmt)
+
+        docs: list[Grunderfassung_Dokument] = []
+        for row in ret.mappings():
+            row = dict(row)
+            row["speicher_pfad"] = self.file_storage_dir / row["speicher_pfad"]
+            docs.append(Grunderfassung_Dokument(**row))
+
+        return docs
+
+    def to_db(
+        self,
+        conn: sa.Connection,
+        pers_id: RecId,
+        docs: list[Grunderfassung_Dokument],
+    ) -> list[Grunderfassung_Dokument]:
+        rows_for_db_insert: list[dict[str, Any]] = []
+        rows_for_db_update: list[dict[str, Any]] = []
+        docs_inserted: list[Grunderfassung_Dokument] = []
+
+        for doc in docs:
+            doc.pers_id = pers_id
+            if doc.id is None:
+                row_data = doc.model_dump(exclude={"id"})
+                rows_for_db_insert.append(row_data)
+                docs_inserted.append(doc)
+            else:
+                row_data = doc.model_dump()
+                # new bind param to avoid name clashes
+                row_data["b_id"] = row_data["id"]
+                del row_data["id"]
+                rows_for_db_update.append(row_data)
+
+            # prepare path as relative
+            file_path = row_data.get("speicher_pfad")
+            if isinstance(file_path, Path):
+                if file_path.is_absolute():
+                    file_path = file_path.relative_to(self.file_storage_dir)
+                row_data["speicher_pfad"] = str(file_path)
+
+        if rows_for_db_update:
+            # ... update
+            logger.debug(
+                "[InitRec -- Docs] Call update for docs:\n%s", pformat(rows_for_db_update)
+            )
+            stmt = db.t_grunderfassung_dokumente.update().where(
+                db.t_grunderfassung_dokumente.c.id == sa.bindparam("b_id")
+            )
+            conn.execute(stmt, rows_for_db_update)
+
+        if rows_for_db_insert:
+            # ... insert
+            logger.debug(
+                "[InitRec -- Docs] Call insert for docs:\n%s", pformat(rows_for_db_insert)
+            )
+            stmt = db.t_grunderfassung_dokumente.insert().returning(
+                db.t_grunderfassung_dokumente.c.id
+            )
+            res = conn.execute(stmt, rows_for_db_insert)
+            new_doc_ids = cast(list[int], [row[0] for row in res.fetchall()])
+
+            assert len(docs_inserted) == len(new_doc_ids)
+            for doc, new_id in zip(docs_inserted, new_doc_ids):
+                doc.id = new_id
+
+        return docs
+
+
+class DocumentService:
+    def __init__(
+        self,
+        repo: DocumentRepository,
+        storage: FileStorageService,
+    ):
+        self.repo = repo
+        self.storage = storage
+
+    def to_db(
+        self,
+        conn: sa.Connection,
+        pers_id: RecId,
+        docs: list[Grunderfassung_Dokument],
+    ) -> list[Grunderfassung_Dokument]:
+        try:
+            for doc in docs:
+                if doc.id is None:
+                    doc.speicher_pfad = self.storage.store_file(doc.speicher_pfad)
+        except Exception:
+            logger.error(
+                "[InitRec -- Docs] Error during file saving procedure",
+                exc_info=True,
+            )
+            raise
+
+        try:
+            docs = self.repo.to_db(conn, pers_id=pers_id, docs=docs)
+            return docs
+
+        except Exception:
+            logger.error(
+                "[InitRec -- Docs] Error during DB saving procedure",
+                exc_info=True,
+            )
+            for doc in docs:
+                # The delete method checks if the provided saving path is really
+                # relative to the storage path. Otherwise, no delete is performed to
+                # ensure that original files are never deleted
+                self.storage.delete_file(doc.speicher_pfad)
+            raise
+
+    def from_db(
+        self,
+        conn: sa.Connection,
+        pers_id: RecId,
+    ) -> list[Grunderfassung_Dokument]:
+        return self.repo.from_db(conn, pers_id=pers_id)

src/wce_crm/constants.py

@@ -19,13 +19,21 @@ assert BASE_PATH
 
 class Config:
     DEVELOPMENT_STATE: bool = bool(os.getenv("DOPT_DEVELOPMENT", None))
-    DB_PATH_KONTAKTLISTE: Path = BASE_PATH / os.getenv("DOPT_DB_CRM", "data/db/wce_crm.db")
-    DB_PATH_MAIN: Path = BASE_PATH / os.getenv(
-        "DOPT_DB_MAIN", "data/db/wce_grunderfassung.db"
-    )
-    PATH_LOGGING: Path = BASE_PATH / os.getenv("DOPT_PATH_LOGGING", "data/d-opt.log")
+    DB_PATH_KONTAKTLISTE: Path = (
+        BASE_PATH / os.getenv("DOPT_DB_CRM", "data/db/wce_crm.db")
+    ).resolve()
+    DB_PATH_MAIN: Path = (
+        BASE_PATH / os.getenv("DOPT_DB_MAIN", "data/db/wce_grunderfassung.db")
+    ).resolve()
+    PATH_LOGGING: Path = (BASE_PATH / os.getenv("DOPT_PATH_LOGGING", "data/logs")).resolve()
+    PATH_FILE_STORAGE: Path = (
+        BASE_PATH / os.getenv("DOPT_PATH_FILE_STORAGE", "data/files")
+    ).resolve()
     LOG_FILENAME: str = "dopt.log"
-    ALEMBIC_PATH: Path = BASE_PATH / os.getenv("DOPT_ALEMBIC_BASE", "python/alembic")
+    ALEMBIC_PATH: Path = (
+        BASE_PATH / os.getenv("DOPT_ALEMBIC_BASE", "python/alembic")
+    ).resolve()
 
 
 TIMEZONE_CEST: Final[zoneinfo.ZoneInfo] = zoneinfo.ZoneInfo("Europe/Berlin")
+COLUMN_SEP: Final[str] = "__"

src/wce_crm/data_models.py

@@ -20,6 +20,7 @@ from pydantic import (
 )
 from pydantic_core import ErrorDetails
 
+from wce_crm.constants import COLUMN_SEP
 from wce_crm.form_defs import INITREC_COMP, INITREC_METADATEN, INITREC_PERSON, FormField
 from wce_crm.types import ConsultingType, EntityIds, EntityType, RecordingType
 
@@ -29,7 +30,6 @@ if TYPE_CHECKING:
     from wce_crm.types import ConsId, EntityType, RecId, UserId
 
 ValidAge = Annotated[int, Field(ge=0, le=99)]
-COLUMN_SEP: Final[str] = "__"
 M = TypeVar("M", bound="Module")
 S = TypeVar("S", bound="PageState")
 
@@ -224,6 +224,7 @@ class Page_InitRec_State(PageState["InitRecForm"]):
     initrec_form_states: dict[EntityType, Page_InitRec_Form_State] = dc.field(
         init=False, default_factory=dict
     )
+    docs: list[Page_InitRec_DocumentSection_Doc_State] = dc.field(default_factory=list)
 
     def __post_init__(self) -> None:
         relevant_entities = frozenset(
@@ -270,7 +271,6 @@ class Page_InitRec_Form_State(PageState[Module]):
 @dc.dataclass(slots=True, kw_only=True)
 class Page_InitRec_DocumentSection_State(PageState["FileItemWidget"]):
     session: Session
-    pers_id: int | None
     doc_count: int = 0
     docs: list[Page_InitRec_DocumentSection_Doc_State] = dc.field(default_factory=list)
     locked: bool
@@ -281,7 +281,7 @@ class Page_InitRec_DocumentSection_State(PageState["FileItemWidget"]):
 class Page_InitRec_DocumentSection_Doc_State(PageState[Module]):
     session: Session
     id: int | None
-    pers_id: int | None
+    # pers_id: int | None
     datum_hinzugefuegt: datetime.datetime = dc.field(
         default_factory=lambda: datetime.datetime.now(datetime.UTC)
     )
@@ -294,28 +294,6 @@ class Page_InitRec_DocumentSection_Doc_State(PageState[Module]):
     geloescht: bool = False
 
 
-class Grunderfassung_Dokumente(BaseModel):
-    docs: list[Grunderfassung_Dokument]
-
-
-class Grunderfassung_Dokument(BaseModel):
-    model_config = ConfigDict(str_strip_whitespace=True)
-
-    id: int | None
-    pers_id: int | None
-    speicher_pfad: Path
-    dateiname_original: str = ""
-    datum_hinzugefuegt: AwareDatetime
-    dateigroesse_bytes: int | None = None
-    mime_type: str = ""
-    anmerkung: str = ""
-
-    # default in SQLAlchemy with lambda and timezone-aware datetime
-    erstellt: AwareDatetime | None = Field(default=None, exclude=True)
-    aktualisiert: AwareDatetime | None = Field(default=None, exclude=True)  # see above
-    geloescht: AwareDatetime | None = None
-
-
 @dc.dataclass(slots=True, kw_only=True)
 class Page_Consulting_State(PageState[Module]):
     session: Session
@@ -485,11 +463,30 @@ class FlatBaseModel(BaseModel):
 
 
 # ** InitRec
+class Grunderfassung_Dokument(BaseModel):
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    id: int | None
+    pers_id: int | None
+    speicher_pfad: Path
+    dateiname_original: str
+    datum_hinzugefuegt: AwareDatetime
+    dateigroesse_bytes: int | None = None
+    mime_type: str
+    anmerkung: str
+
+    # default in SQLAlchemy with lambda and timezone-aware datetime
+    erstellt: AwareDatetime | None = Field(default=None, exclude=True)
+    aktualisiert: AwareDatetime | None = Field(default=None, exclude=True)  # see above
+    geloescht: AwareDatetime | None = None
+
+
 class InitRec(BaseModel):
     ids: EntityIds
     recording_type: RecordingType
     geloescht: AwareDatetime | None = None
     form_data: Page_InitRec_Form_Data
+    docs: list[Grunderfassung_Dokument]
 
 
 # mapping between initrec form field keys and database properties

src/wce_crm/db.py

@@ -525,7 +525,7 @@ t_grunderfassung_dokumente: Table = Table(
         UTCDateTime,
         nullable=True,
     ),
-    Column("speicherpfad", sa.Text, nullable=False),
+    Column("speicher_pfad", sa.Text, nullable=False),
     Column("dateiname_original", sa.Text, nullable=False),
     Column("dateigroesse_bytes", sa.Integer, nullable=True),
     Column("datum_hinzugefuegt", UTCDateTime, nullable=False),

src/wce_crm/gui.py

@@ -82,17 +82,19 @@ from PySide6.QtWidgets import (
 import wce_crm.constants
 from wce_crm import types
 from wce_crm.backend import backend
-from wce_crm.constants import TIMEZONE_CEST
+from wce_crm.constants import COLUMN_SEP, TIMEZONE_CEST
 from wce_crm.data_models import (
-    COLUMN_SEP,
     Beratungsgespraech_Einzelgespraech,
     Beratungsgespraech_Vorgang,
+    Grunderfassung_Dokument,
     InitRec,
     Page_CompanyProfile_State,
     Page_Consulting_ConsultingSession_State,
     Page_Consulting_Linking_State,
     Page_Consulting_State,
     Page_Consulting_Table_State,
+    Page_InitRec_DocumentSection_Doc_State,
+    Page_InitRec_DocumentSection_State,
     Page_InitRec_Form_Data,
     Page_InitRec_Form_State,
     Page_InitRec_State,
@@ -111,6 +113,7 @@ from wce_crm.gui_components.dialogs import (
     get_user_confirmation,
     pydantic_validation_error_handling,
 )
+from wce_crm.gui_components.initrec_file_selection import DocumentSectionWidget
 from wce_crm.logging import (
     logger_custom_fields,
     logger_get_data,
@@ -3083,12 +3086,17 @@ CUSTOM_WIDGETS: Final[dict[str, type[CustomFormWidget]]] = {
 
 
 class CollapsibleBox(QWidget):
-    def __init__(self, title="", parent=None):
+    def __init__(
+        self,
+        title: str = "",
+        parent: QWidget | None = None,
+    ) -> None:
         super().__init__(parent)
 
         # 1. Header-Button mit Pfeil
         self.toggle_button = QToolButton()
-        self.toggle_button.setText(f"  {title}")
+        self.base_text = f"  {title}"
+        self.toggle_button.setText(self.base_text)
         self.toggle_button.setCheckable(True)
         self.toggle_button.setChecked(False)
         self.toggle_button.setToolButtonStyle(Qt.ToolButtonStyle.ToolButtonTextBesideIcon)
@@ -3108,7 +3116,10 @@ class CollapsibleBox(QWidget):
         main_layout.addWidget(self.toggle_button)
         main_layout.addWidget(self.content_area)
 
-    def _on_toggle(self, checked: bool):
+    def _on_toggle(
+        self,
+        checked: bool,
+    ) -> None:
         # Pfeilrichtung ändern & Inhalt ein-/ausblenden
         self.toggle_button.setArrowType(
             Qt.ArrowType.DownArrow if checked else Qt.ArrowType.RightArrow
@@ -3118,18 +3129,25 @@ class CollapsibleBox(QWidget):
     def setContentLayout(
         self,
         layout: QLayout,
-    ):
+    ) -> None:
         self.content_area.setLayout(layout)
 
     def setContentWidget(
         self,
         widget: QWidget,
-    ):
+    ) -> None:
         layout = QVBoxLayout()
         layout.setContentsMargins(0, 0, 0, 0)  # Keine zusätzlichen Ränder
         layout.addWidget(widget)
         self.setContentLayout(layout)
 
+    def set_additional_text(
+        self,
+        text: str,
+    ) -> None:
+        new_txt = self.base_text + text
+        self.toggle_button.setText(new_txt)
+
     def set_open(
         self,
         open: bool,
@@ -3362,13 +3380,30 @@ class Page_InitRec(QWidget):
             QLineEdit, search_widget.company_widgets["ma_unternehmensname"]
         )
 
+        # ** documents
+        self.docs_box = CollapsibleBox("Dokumente")
+        docs_widget_state = Page_InitRec_DocumentSection_State(
+            session=self.STATE.session,
+            docs=self.STATE.docs,
+            locked=self.STATE.locked,
+            geloescht=self.STATE.geloescht,
+        )
+        self.docs_widget = DocumentSectionWidget(docs_widget_state)
+        self.docs_box.setContentWidget(self.docs_widget)
+        self.container_layout.addWidget(self.docs_box)
+        self.docs_widget.doc_count_changed.connect(self._trigger_update_docs_box_title)
+
         self.container_layout.addStretch()
         self._update_layout()
 
     def _debug_print_state(self) -> None:
-        logger_initrecform.info(
+        self._sync_GUI_to_state()
+        logger_page_initrec.info(
             "[Page -- InitRec] Printing state IDs:\n%s", pformat(self.STATE.ids)
         )
+        logger_page_initrec.info(
+            "[Page -- InitRec] Printing state Docs:\n%s", pformat(self.STATE.docs)
+        )
 
     def _request_company_profile(self) -> None:
         assert self.STATE.ids.un_id is not None, (
@@ -3378,9 +3413,16 @@ class Page_InitRec(QWidget):
             session=self.STATE.session,
             un_id=self.STATE.ids.un_id,
         )
-        logger_gui.debug("[Page -- InitRec Company] State to call: %s", req_state)
+        logger_page_initrec.debug("[Page -- InitRec] State to call: %s", req_state)
         self.company_profile_requested.emit(req_state)
 
+    def _trigger_update_docs_box_title(
+        self,
+        count: int,
+    ) -> None:
+        add_txt = f" ({count})"
+        self.docs_box.set_additional_text(add_txt)
+
     def _update_layout(self) -> None:
         self.initrec_form_metadata_box.set_open(True)
         if self.STATE.recording_type is RecordingType.WITH_COMPANY:
@@ -3518,6 +3560,7 @@ class Page_InitRec(QWidget):
     def _reset(self) -> None:
         for form in self.STATE.child_modules:
             form.reset_form()
+        self.STATE.docs.clear()
         self.STATE.ids = EntityIds()
         self.STATE.geloescht = False
 
@@ -3543,7 +3586,6 @@ class Page_InitRec(QWidget):
             logger_initrecform.debug("[Page -- InitRec] Loading: No ID set. Do nothing!")
             return
 
-        # TODO add loading logic with backend call
         initrec = backend.page_initrec_from_db(ids)
 
         # TODO re-enable later
@@ -3612,6 +3654,31 @@ class Page_InitRec(QWidget):
                 case _:
                     raise RuntimeError(f"Unspecified entity type {ent_type}")
 
+        if update_only:
+            relevant_gui_states = [s for s in self.STATE.docs if not s.geloescht]
+            rel_doc_states = [s for s in data.docs if s.geloescht is None]
+            assert len(relevant_gui_states) == len(rel_doc_states)
+            for gui_state, pydantic_state in zip(relevant_gui_states, rel_doc_states):
+                gui_state.id = pydantic_state.id
+                gui_state.speicher_pfad = pydantic_state.speicher_pfad
+        else:
+            self.STATE.docs.clear()
+            for pydantic_state in data.docs:
+                # Deleted sessions are not part of the retrieved data from the backend if this
+                # page is initialised from a fresh backend call to get data. (Updates do
+                # indeed have data which must be filtered -- see above)
+                doc_state = Page_InitRec_DocumentSection_Doc_State(
+                    session=self.STATE.session,
+                    id=pydantic_state.id,
+                    speicher_pfad=pydantic_state.speicher_pfad,
+                    dateiname_original=pydantic_state.dateiname_original,
+                    datum_hinzugefuegt=pydantic_state.datum_hinzugefuegt,
+                    mime_type=pydantic_state.mime_type,
+                    anmerkung=pydantic_state.anmerkung,
+                    locked=self.STATE.locked,
+                )
+                self.STATE.docs.append(doc_state)
+
         if sync_to_GUI:
             self._sync_state_to_GUI(None)
 
@@ -3630,6 +3697,14 @@ class Page_InitRec(QWidget):
                 self._reset()
             self._update_layout()
 
+            doc_widget_state = Page_InitRec_DocumentSection_State(
+                session=self.STATE.session,
+                docs=self.STATE.docs,
+                locked=self.STATE.locked,
+                geloescht=self.STATE.geloescht,
+            )
+            self.docs_widget.load_state(doc_widget_state)
+
         if section is None or section == "banners":
             self._clear_info_banners()
             if self.STATE.ids.pers_id is None:
@@ -3642,10 +3717,12 @@ class Page_InitRec(QWidget):
             if self.STATE.locked:
                 for form in self.STATE.child_modules:
                     form.lock()
+                self.docs_widget.lock()
                 self.edit_buttons.set_modify_state(False, set_delete_btn=True)
             else:
                 for form in self.STATE.child_modules:
                     form.unlock()
+                self.docs_widget.unlock()
                 self.edit_buttons.set_modify_state(True, set_delete_btn=False)
                 self._activate_delete()
 
@@ -3693,6 +3770,9 @@ class Page_InitRec(QWidget):
                 case _:
                     raise RuntimeError(f"Unspecified entity type {form_state.ent_type}")
 
+        docs_widget_state = self.docs_widget.get_state()
+        self.STATE.docs = docs_widget_state.docs
+
         logger_page_initrec.debug(
             "[Page -- InitRec] Syncing GUI to state: IDs after...\n%s",
             pformat(self.STATE.ids),
@@ -3729,6 +3809,8 @@ class Page_InitRec(QWidget):
 
             errors.extend(m.validate())
 
+        errors.extend(self.docs_widget.validate())
+
         return errors
 
     def lock(self) -> None:
@@ -3763,13 +3845,35 @@ class Page_InitRec(QWidget):
                 "[Page -- InitRec] This was saved in the database "
                 "and is marked for deletion - fast path."
             )
-            deleted_datetime = datetime.datetime.now(datetime.UTC)
+            ts_deleted = datetime.datetime.now(datetime.UTC)
             assert self.STATE.form_data, "cannot delete entry with uninitialised form data"
+
+            pydantic_docs: list[Grunderfassung_Dokument] = []
+            for doc_state in self.STATE.docs:
+                if doc_state.id is None:
+                    logger_page_initrec.debug(
+                        (
+                            "[Page -- InitRec] State which was never saved in the database "
+                            "and is marked for deletion - ignore."
+                        )
+                    )
+                    continue
+
+                doc_state_dict = dc.asdict(doc_state)
+                del doc_state_dict["geloescht"]
+                doc = Grunderfassung_Dokument(
+                    geloescht=ts_deleted,
+                    pers_id=self.STATE.ids.pers_id,
+                    **doc_state_dict,
+                )
+                pydantic_docs.append(doc)
+
             data_to_db = InitRec(
                 ids=self.STATE.ids,
                 recording_type=self.STATE.recording_type,
-                geloescht=deleted_datetime,
+                geloescht=ts_deleted,
                 form_data=db_data,
+                docs=pydantic_docs,
             )
             returned = backend.page_initrec_to_db(data_to_db)
             self._load_from_pydantic(returned)
@@ -3817,6 +3921,45 @@ class Page_InitRec(QWidget):
                     case _:
                         raise RuntimeError(f"Unspecified entity type {ent_type}")
 
+            ts_deleted: datetime.datetime | None = None
+            if self.STATE.geloescht:
+                ts_deleted = datetime.datetime.now(datetime.UTC)
+
+            pydantic_docs: list[Grunderfassung_Dokument] = []
+            for doc_state in self.STATE.docs:
+                if doc_state.id is None and doc_state.geloescht:
+                    logger_page_initrec.debug(
+                        (
+                            "[Page -- InitRec] State which was never saved in the database "
+                            "and is marked for deletion - ignore."
+                        )
+                    )
+                    continue
+
+                ts_deleted_doc: datetime.datetime | None = None
+                if ts_deleted is not None:
+                    # if process is deleted, all sessions must be marked as deleted
+                    ts_deleted_doc = ts_deleted
+                elif doc_state.geloescht:
+                    ts_deleted_doc = datetime.datetime.now(datetime.UTC)
+
+                doc_state_dict = dc.asdict(doc_state)
+                del doc_state_dict["geloescht"]
+                doc = Grunderfassung_Dokument(
+                    geloescht=ts_deleted_doc,
+                    pers_id=self.STATE.ids.pers_id,
+                    **doc_state_dict,
+                )
+                pydantic_docs.append(doc)
+
+            data_to_db = InitRec(
+                ids=self.STATE.ids,
+                recording_type=self.STATE.recording_type,
+                geloescht=ts_deleted,
+                form_data=db_data,
+                docs=pydantic_docs,
+            )
+
         except ValidationError as e:
             logger_page_initrec.error(
                 "[Page -- InitRec] Error during Pydantic validation phase:\n%s",
@@ -3834,19 +3977,10 @@ class Page_InitRec(QWidget):
                 "[Page -- InitRec] Form data with 'exlude' (must be saved in the database):\n%s",
                 pformat(db_data),
             )
-            deleted_datetime: datetime.datetime | None = None
-            if self.STATE.geloescht:
-                deleted_datetime = datetime.datetime.now(datetime.UTC)
+
             try:
                 # TODO change to result pattern
-                data_to_db = InitRec(
-                    ids=self.STATE.ids,
-                    recording_type=self.STATE.recording_type,
-                    geloescht=deleted_datetime,
-                    form_data=db_data,
-                )
                 returned = backend.page_initrec_to_db(data_to_db)
-
                 self._load_from_pydantic(returned, update_only=True, sync_to_GUI=False)
                 self.update_triggered.emit()
             except Exception as err:

src/wce_crm/gui_components/initrec_file_selection.py

@@ -12,6 +12,7 @@ from typing import TYPE_CHECKING, Literal
 from PySide6.QtCore import (
     QFileInfo,
     QMimeDatabase,
+    QSignalBlocker,
     Qt,
     QUrl,
     Signal,
@@ -38,7 +39,6 @@ import wce_crm.constants
 from wce_crm.constants import TIMEZONE_CEST
 from wce_crm.data_models import (
     Grunderfassung_Dokument,
-    Grunderfassung_Dokumente,
     Page_InitRec_DocumentSection_Doc_State,
     Page_InitRec_DocumentSection_State,
     Session,
@@ -91,6 +91,15 @@ class _DropZoneWidget(QFrame):
             border-color: #0078D4;
             background-color: #F0F6FF;
         }
+        /* optics in locked state */
+        _DropZoneWidget:disabled {
+            border: 2px dashed #D0D0D0;
+            background-color: #F2F2F2;
+        }
+        _DropZoneWidget:disabled {
+            border: 2px dashed #D0D0D0;
+            background-color: #F2F2F2;
+        }
     """
 
     STYLE_DRAG_ACTIVE = """
@@ -119,10 +128,25 @@ class _DropZoneWidget(QFrame):
         self.label.setAlignment(Qt.AlignmentFlag.AlignCenter)
         layout.addWidget(self.label)
 
+    def changeEvent(
+        self,
+        event,
+    ) -> None:
+        if event.type() == event.Type.EnabledChange:
+            if not self.isEnabled():
+                self.label.setText("🔒 <b>Dateiupload deaktiviert</b> (Formular gesperrt)")
+                self.setCursor(Qt.CursorShape.ForbiddenCursor)
+            else:
+                self.label.setText(
+                    "📁 <b>Dateien hierher ziehen</b> oder <u>klicken</u> zum Auswählen"
+                )
+                self.setCursor(Qt.CursorShape.PointingHandCursor)
+        super().changeEvent(event)
+
     def dragEnterEvent(
         self,
         event: QDragEnterEvent,
-    ):
+    ) -> None:
         if event.mimeData().hasUrls():
             # check if MDB/explorer gives at least one real file (no folder)
             has_files = False
@@ -136,10 +160,16 @@ class _DropZoneWidget(QFrame):
                 event.acceptProposedAction()
                 self.setStyleSheet(self.STYLE_DRAG_ACTIVE)
 
-    def dragLeaveEvent(self, event):
+    def dragLeaveEvent(
+        self,
+        event,
+    ) -> None:
         self.setStyleSheet(self.STYLE_NORMAL)
 
-    def dropEvent(self, event: QDropEvent):
+    def dropEvent(
+        self,
+        event: QDropEvent,
+    ) -> None:
         self.dragLeaveEvent(None)
 
         valid_files: list[Path] = []
@@ -153,7 +183,10 @@ class _DropZoneWidget(QFrame):
         if valid_files:
             self.files_dropped.emit(valid_files)
 
-    def mousePressEvent(self, event):
+    def mousePressEvent(
+        self,
+        event,
+    ) -> None:
         if event.button() == Qt.MouseButton.LeftButton:
             files, _ = QFileDialog.getOpenFileNames(self, "Dokumente auswählen")
             if files:
@@ -167,21 +200,31 @@ class FileItemWidget(QFrame):
     def __init__(
         self,
         state: Page_InitRec_DocumentSection_Doc_State,
+        qt_list_item: QListWidgetItem,
         parent: QWidget | None = None,
-    ):
+    ) -> None:
         super().__init__(parent)
         self.STATE = state
+        self.qt_list_item = qt_list_item
 
         self.setStyleSheet("""
-            _FileItemWidget {
+            FileItemWidget {
                 background-color: #FFFFFF;
                 border: 1px solid #E0E0E0;
                 border-radius: 6px;
                 padding: 6px;
             }
-            _FileItemWidget:hover {
+            FileItemWidget:hover {
                 border-color: #B0B0B0;
             }
+            /* optics in locked state */
+            FileItemWidget:disabled {
+                background-color: #F8F8F8;
+                border-color: #E5E5E5;
+            }
+            FileItemWidget QLabel:disabled {
+                color: #777777;
+            }
         """)
 
         layout = QHBoxLayout(self)
@@ -224,7 +267,7 @@ class FileItemWidget(QFrame):
         layout.addLayout(info_vbox, stretch=2)
 
         # category dropdown: not needed by WCE, but still included to re-enable later
-        # TODO maybe add later
+        # ?? maybe add later
         self.category_combo = QComboBox()
         # self.category_combo.addItems(
         #     [
@@ -292,11 +335,13 @@ class FileItemWidget(QFrame):
             )
             self.icon_label.setPixmap(file_icon.pixmap(28, 28))
 
-            self.STATE.dateiname_original = self.STATE.speicher_pfad.name
+            if not self.STATE.dateiname_original:
+                self.STATE.dateiname_original = self.STATE.speicher_pfad.name
             self.STATE.mime_type = get_mime_type(self.STATE.speicher_pfad)
 
             try:
-                self.STATE.dateigroesse_bytes = self.STATE.speicher_pfad.stat().st_size
+                if not self.STATE.dateigroesse_bytes or self.STATE.dateigroesse_bytes == 0:
+                    self.STATE.dateigroesse_bytes = self.STATE.speicher_pfad.stat().st_size
                 self.file_size_display = _format_file_size(self.STATE.dateigroesse_bytes)
             except OSError:
                 self.file_size_display = "Unbekannt"
@@ -308,6 +353,7 @@ class FileItemWidget(QFrame):
                     f"{created_at_string}</span>"
                 )
             )
+            print(f"\n\n\n {self.STATE.anmerkung=} \n {self.STATE} \n\n\n")
             self.note_edit.setText(self.STATE.anmerkung)
 
         if section is None or section == "locking":
@@ -358,13 +404,13 @@ class FileItemWidget(QFrame):
 class DocumentSectionWidget(QWidget):
     """main widget for file selection"""
 
-    count_changed = Signal(int)  # sends current number of files contained by the widget
+    doc_count_changed = Signal(int)  # sends current number of files contained by the widget
 
     def __init__(
         self,
         state: Page_InitRec_DocumentSection_State,
         parent: QWidget | None = None,
-    ):
+    ) -> None:
         super().__init__(parent)
         self.STATE = state
 
@@ -393,24 +439,29 @@ class DocumentSectionWidget(QWidget):
 
         main_layout.addWidget(self.file_list_widget)
 
-    def _sync_state_to_GUI(self, section: Literal["content", "locking"] | None) -> None:
+    def _sync_state_to_GUI(
+        self,
+        section: Literal["content", "locking"] | None,
+    ) -> None:
         self.setUpdatesEnabled(False)
 
         if section is None or section == "content":
-            self.remove_all_rows()
-            for doc in self.STATE.docs:
-                if not doc.geloescht:
-                    self._add_row(doc, True)
-
-            self.count_changed.emit(self.STATE.doc_count)
+            with QSignalBlocker(self):
+                self._remove_all_rows()
+                for doc in self.STATE.docs:
+                    if not doc.geloescht:
+                        self.add_row(doc, True)
+            self.doc_count_changed.emit(self.STATE.doc_count)
 
         if section is None or section == "locking":
             if self.STATE.locked:
                 for m in self.STATE.child_modules:
                     m.lock()
+                self.drop_zone.setEnabled(False)
             else:
                 for m in self.STATE.child_modules:
                     m.unlock()
+                self.drop_zone.setEnabled(True)
 
         self.setUpdatesEnabled(True)
 
@@ -461,21 +512,20 @@ class DocumentSectionWidget(QWidget):
     def save_data(self) -> None:
         pass
 
-    def remove_all_rows(self) -> None:
+    def _remove_all_rows(self) -> None:
         while self.STATE.child_modules:
             self._remove_row(self.STATE.child_modules[0])
 
-    # !! the row is never None, there are no 'empty' rows
-    # TODO
-    def _add_row(
+    def add_row(
         self,
         row_state: Page_InitRec_DocumentSection_Doc_State,
         state_exists: bool,
     ) -> None:
-        item_widget = FileItemWidget(row_state)
-        item_widget.request_remove.connect(self._remove_row)
         # embed in QListWidget
         list_item = QListWidgetItem(self.file_list_widget)
+        item_widget = FileItemWidget(row_state, list_item)
+        item_widget.request_remove.connect(self._remove_row)
+
         # min size to avoid cropping of text
         size_hint = item_widget.sizeHint()
         size_hint.setHeight(size_hint.height() + 4)
@@ -488,29 +538,23 @@ class DocumentSectionWidget(QWidget):
         if not state_exists:
             self.STATE.docs.append(row_state)
 
-        # TODO change trigger
         self.STATE.doc_count = self.file_list_widget.count()
+        self.doc_count_changed.emit(self.STATE.doc_count)
 
     def _remove_row(
         self,
-        widget: QWidget,
+        widget: FileItemWidget,
     ):
-        # TODO set list item directly when the row is created and reference it back
-        # search and delete row
-        for i in range(self.file_list_widget.count()):
-            item = self.file_list_widget.item(i)
-            if self.file_list_widget.itemWidget(item) == widget:
-                assert isinstance(widget, FileItemWidget)
-                taken_item = self.file_list_widget.takeItem(i)
-                self.STATE.child_modules.remove(widget)
-                del taken_item
-                widget.deleteLater()
-                break
+        row = self.file_list_widget.row(widget.qt_list_item)
+
+        if row >= 0:
+            self.file_list_widget.takeItem(row)
+            self.STATE.child_modules.remove(widget)
+            widget.deleteLater()
         # do not remove the corresponding state since it is tracked
         # to be post-processed when the database saving operation is triggered
-        # TODO change trigger
         self.STATE.doc_count = self.file_list_widget.count()
-        self.count_changed.emit(self.STATE.doc_count)
+        self.doc_count_changed.emit(self.STATE.doc_count)
 
     def get_state(self) -> Page_InitRec_DocumentSection_State:
         self._sync_GUI_to_state()
@@ -524,38 +568,26 @@ class DocumentSectionWidget(QWidget):
     def add_new_rows(
         self,
         filepaths: Iterable[Path],
-    ):
-        for path in filepaths:
-            # create custom row widget
-            new_state = Page_InitRec_DocumentSection_Doc_State(
-                session=self.STATE.session,
-                id=None,
-                pers_id=self.STATE.pers_id,
-                speicher_pfad=path,
-                locked=self.STATE.locked,
-            )
-            self._add_row(new_state, state_exists=False)
+    ) -> None:
+        with QSignalBlocker(self):
+            for path in filepaths:
+                # create custom row widget
+                new_state = Page_InitRec_DocumentSection_Doc_State(
+                    session=self.STATE.session,
+                    id=None,
+                    speicher_pfad=path,
+                    locked=self.STATE.locked,
+                )
+                self.add_row(new_state, state_exists=False)
 
-        # TODO change trigger
         self.STATE.doc_count = self.file_list_widget.count()
-        self.count_changed.emit(self.STATE.doc_count)
-
-    # TODO change to protocol/interface with state
-    # def get_all_documents_data(self):
-    #     """Methode zum Auslesen aller angehängten Dateien inkl. Metadaten für das Speichern."""
-    #     documents = []
-    #     for i in range(self.file_list_widget.count()):
-    #         item = self.file_list_widget.item(i)
-    #         widget = self.file_list_widget.itemWidget(item)
-    #         if isinstance(widget, FileItemWidget):
-    #             documents.append(widget.get_state())
-    #     return documents
+        self.doc_count_changed.emit(self.STATE.doc_count)
 
 
 class _MainWindow(QMainWindow):
     """main window for internal test only, not the this module's component"""
 
-    def __init__(self):
+    def __init__(self) -> None:
         super().__init__()
         self.setWindowTitle("Prototyp: Dokumente & Anhänge")
         self.resize(650, 500)
@@ -570,11 +602,9 @@ class _MainWindow(QMainWindow):
 
         # custom widget
         self.SESSION = Session(user_id=42, user_name="TEST-USER")
-        state = Page_InitRec_DocumentSection_State(
-            session=self.SESSION, pers_id=None, locked=False
-        )
+        state = Page_InitRec_DocumentSection_State(session=self.SESSION, locked=False)
         self.doc_section = DocumentSectionWidget(state)
-        self.doc_section.count_changed.connect(self.update_header)
+        self.doc_section.doc_count_changed.connect(self.update_header)
         layout.addWidget(self.doc_section)
 
         # --- TEST BUTTONS ---
@@ -623,7 +653,10 @@ class _MainWindow(QMainWindow):
 
         self.setCentralWidget(central_widget)
 
-    def update_header(self, count):
+    def update_header(
+        self,
+        count: int,
+    ) -> None:
         """update counter in corresponding label, must be mapped to section heading in form"""
         self.header_label.setText(f"<b>📎 Dokumente & Anhänge ({count})</b>")
 
@@ -654,23 +687,21 @@ class _MainWindow(QMainWindow):
             validated = Grunderfassung_Dokument(**dump_data)
             docs.append(validated)
 
-        validated_section = Grunderfassung_Dokumente(docs=docs)
+        validated_section = [m.model_dump() for m in docs]
 
         logger.debug(
             ("[Module -- DocumentSelection] Pydantic validation. Model:\n%s"),
-            pformat(validated_section.model_dump()),
+            pformat(validated_section),
         )
 
     def load_given_state(self) -> None:
         new_state = Page_InitRec_DocumentSection_State(
             session=self.SESSION,
-            pers_id=None,
             docs=[
                 Page_InitRec_DocumentSection_Doc_State(
                     child_modules=[],
                     session=Session(user_id=42, user_name="TEST-USER"),
                     id=None,
-                    pers_id=None,
                     datum_hinzugefuegt=datetime.datetime(
                         2026, 7, 31, 6, 38, 7, 120949, tzinfo=datetime.timezone.utc
                     ),
@@ -686,7 +717,6 @@ class _MainWindow(QMainWindow):
                     child_modules=[],
                     session=Session(user_id=42, user_name="TEST-USER"),
                     id=None,
-                    pers_id=None,
                     datum_hinzugefuegt=datetime.datetime(
                         2026, 7, 31, 6, 39, 46, 903040, tzinfo=datetime.timezone.utc
                     ),
@@ -704,7 +734,6 @@ class _MainWindow(QMainWindow):
                     child_modules=[],
                     session=Session(user_id=42, user_name="TEST-USER"),
                     id=None,
-                    pers_id=None,
                     datum_hinzugefuegt=datetime.datetime(
                         2026, 7, 31, 6, 39, 46, 909045, tzinfo=datetime.timezone.utc
                     ),

src/wce_crm/logging.py

@@ -47,11 +47,14 @@ logger_page_initrec = logger_gui.getChild("page_initrec")
 logger_page_initrec.setLevel(logging.DEBUG)
 
 logger_initrecform = logger_gui.getChild("initrecform")
-logger_initrecform.setLevel(logging.DEBUG)
+logger_initrecform.setLevel(logging.WARNING)
 
 logger_prototyping = logger_gui.getChild("prototyping")
 logger_prototyping.setLevel(logging.DEBUG)
 
 # ** Backend
-logger_back = logger_base.getChild("backend")
-logger_back.setLevel(logging.DEBUG)
+logger_backend = logger_base.getChild("backend")
+logger_backend.setLevel(logging.WARNING)
+
+logger_initrec_docs = logger_base.getChild("initrec_docs")
+logger_initrec_docs.setLevel(logging.DEBUG)