feat(founding-wizard): Gründungs-Wizard für 2-Mann GmbH + 14 Notar-Templates

[migration-approved]

Templates (Migrations 123-136):
- 123 GO-GF (Geschäftsordnung Geschäftsführung)
- 124 SHA (Shareholders' Agreement, 56 Platzhalter)
- 125 Satzung (Articles of Association mit UG-Variante)
- 126 GF-Dienstvertrag (Trennungsprinzip Organ/Anstellung)
- 127 Arbeitsvertrag (AGG-neutral, NachwG, eAU)
- 128 Gesellschafterliste (§ 40 GmbHG)
- 129 GF-Bestellungsbeschluss (mit § 6 Abs. 2 Versicherung)
- 130 HRB-Anmeldung (§§ 7, 8, 39 GmbHG, § 12 HGB)
- 131 IP-Assignment Agreement (Gründer→GmbH)
- 132 Term Sheet (Pre-Seed/Seed VC-Standard)
- 133 Wandeldarlehensvertrag (Convertible Loan)
- 134 Beteiligungsvertrag (Subscription Agreement)
- 135 ESOP/VSOP-Plan (3 Varianten)
- 136 Cap Table

Kategorisierung (Migrations 137-138):
- ALTER TABLE compliance_legal_templates ADD lifecycle_stage TEXT[],
  functional_category TEXT (mit CHECK Constraints + GIN-Index)
- Backfill aller 105 Templates: lifecycle_stage (pre_founding|founding|
  startup|kmu|konzern) + functional_category (founding_legal|employment|
  investor_funding|...)

Backend Founding-Wizard Service:
- template_renderer.py: Handlebars-light ({{VAR}}, {{#IF FLAG}}...{{/IF}})
- wizard_to_context.py: Mapping Wizard-State → SCREAMING_SNAKE_CASE Vars
- markdown_to_docx.py: Markdown → DOCX via python-docx
- founding_wizard_routes.py: POST /v1/founding-wizard/generate
  → liefert base64-DOCX-Files für ausgewählte Templates

Frontend Founding-Wizard (/sdk/founding-wizard):
- 8-Step Wizard (Basics, Gesellschafter, GF, Kapital, Notar, SHA, GF-Verträge, Generate)
- useFoundingWizardForm Hook mit localStorage-Persistenz
- TypeScript Code-Registry (template-categories.ts) als Backup zur DB
- Word-Download via data:URLs (base64)

Tests:
- 20 Unit-Tests grün (Renderer, Context-Mapping, DOCX-Conversion)
- Playwright E2E-Test mit 2-Mann GmbH (Benjamin + Sharang) Test-Daten
This commit is contained in:
Benjamin Admin
2026-05-20 09:30:51 +02:00
parent 98ec6d4284
commit 7a5f1e48dd
33 changed files with 6725 additions and 0 deletions
@@ -0,0 +1,58 @@
/**
* Next.js Proxy: leitet POST /api/v1/founding-wizard/generate an Backend.
*
* Konvertiert das Backend-Response (base64 DOCX) in data: URLs,
* die das Frontend direkt als Download anbieten kann.
*/
import { NextRequest, NextResponse } from 'next/server'
const BACKEND_URL = process.env.BACKEND_COMPLIANCE_URL || 'http://bp-compliance-backend:8002'
export async function POST(req: NextRequest) {
try {
const body = await req.json()
const backendRes = await fetch(`${BACKEND_URL}/v1/founding-wizard/generate`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
})
if (!backendRes.ok) {
const errorText = await backendRes.text()
return NextResponse.json(
{ error: 'Backend-Generierung fehlgeschlagen', detail: errorText },
{ status: backendRes.status }
)
}
const data = await backendRes.json()
const documents = (data.documents || []).map((doc: {
document_type: string
title: string
filename: string
content_base64: string
size_bytes: number
generated_at: string
}) => ({
document_type: doc.document_type,
title: doc.title,
filename: doc.filename,
download_url: `data:application/vnd.openxmlformats-officedocument.wordprocessingml.document;base64,${doc.content_base64}`,
size_bytes: doc.size_bytes,
generated_at: doc.generated_at,
}))
return NextResponse.json({
documents,
warnings: data.warnings || [],
})
} catch (e: unknown) {
const message = e instanceof Error ? e.message : 'Unbekannter Fehler'
return NextResponse.json(
{ error: 'Proxy-Fehler', detail: message },
{ status: 500 }
)
}
}
@@ -0,0 +1,125 @@
'use client'
import type { FoundingWizardState } from '@/lib/sdk/founding/types'
interface Props {
state: FoundingWizardState
update: <K extends keyof FoundingWizardState>(k: K, v: FoundingWizardState[K]) => void
}
export function StepBasics({ state, update }: Props) {
const b = state.basics
return (
<div className="space-y-4">
<div className="grid grid-cols-2 gap-4">
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">Firmenname</label>
<input
data-testid="company-name"
type="text"
value={b.company_name}
onChange={e => update('basics', { ...b, company_name: e.target.value })}
placeholder="Breakpilot GmbH"
className="w-full px-3 py-2 border rounded-lg"
/>
</div>
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">Rechtsform</label>
<select
data-testid="legal-form"
value={b.legal_form}
onChange={e => update('basics', { ...b, legal_form: e.target.value as 'GmbH' | 'UG' })}
className="w-full px-3 py-2 border rounded-lg"
>
<option value="GmbH">GmbH</option>
<option value="UG">UG (haftungsbeschränkt)</option>
</select>
</div>
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">Sitz (Stadt)</label>
<input
data-testid="company-seat"
type="text"
value={b.company_seat}
onChange={e => update('basics', { ...b, company_seat: e.target.value })}
placeholder="z.B. Stuttgart"
className="w-full px-3 py-2 border rounded-lg"
/>
</div>
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">Adresse</label>
<input
data-testid="company-address"
type="text"
value={b.company_address}
onChange={e => update('basics', { ...b, company_address: e.target.value })}
placeholder="Straße, PLZ Ort"
className="w-full px-3 py-2 border rounded-lg"
/>
</div>
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">Branche</label>
<input
data-testid="industry"
type="text"
value={b.industry}
onChange={e => update('basics', { ...b, industry: e.target.value })}
placeholder="z.B. SaaS, Beratung, Handwerk"
className="w-full px-3 py-2 border rounded-lg"
/>
</div>
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">Geschäftsjahr</label>
<input
data-testid="business-year"
type="text"
value={b.business_year}
onChange={e => update('basics', { ...b, business_year: e.target.value })}
className="w-full px-3 py-2 border rounded-lg"
/>
</div>
</div>
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">
Unternehmensgegenstand (Volltext für § 2 Satzung)
</label>
<textarea
data-testid="company-purpose"
value={b.company_purpose_description}
onChange={e => update('basics', { ...b, company_purpose_description: e.target.value })}
rows={4}
placeholder="z.B. die Entwicklung, Bereitstellung, der Betrieb und der Vertrieb von Softwarelösungen, Plattformen und IT-Dienstleistungen im Bereich der Künstlichen Intelligenz"
className="w-full px-3 py-2 border rounded-lg"
/>
</div>
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">
Detaillierte Tätigkeitsbereiche (eine Zeile pro Bullet)
</label>
<textarea
data-testid="company-purpose-bullets"
value={b.company_purpose_bullets.join('\n')}
onChange={e => update('basics', { ...b, company_purpose_bullets: e.target.value.split('\n').filter(Boolean) })}
rows={5}
placeholder={'a) Entwicklung von Software\nb) Beratung im Bereich...\nc) ...'}
className="w-full px-3 py-2 border rounded-lg font-mono text-sm"
/>
</div>
<div className="flex items-center gap-2">
<input
type="checkbox"
id="research_focus"
data-testid="research-focus"
checked={b.has_research_focus}
onChange={e => update('basics', { ...b, has_research_focus: e.target.checked })}
/>
<label htmlFor="research_focus" className="text-sm text-gray-700">
Forschungsfokus (aktiviert F&amp;E-Klauseln in SHA und GO-GF)
</label>
</div>
</div>
)
}
@@ -0,0 +1,146 @@
'use client'
import { useMemo } from 'react'
import type { FoundingWizardState, GeneratedDocument } from '@/lib/sdk/founding/types'
import { NOTARY_BUNDLE_DOCUMENTS } from '@/lib/sdk/founding/template-categories'
interface Props {
state: FoundingWizardState
update: <K extends keyof FoundingWizardState>(k: K, v: FoundingWizardState[K]) => void
generating: boolean
error: string | null
onGenerate: () => Promise<GeneratedDocument[]>
}
const DOC_LABELS: Record<string, string> = {
articles_of_association: 'Satzung',
gesellschafterliste: 'Gesellschafterliste (§ 40 GmbHG)',
gf_bestellungsbeschluss: 'Gesellschafterbeschluss zur GF-Bestellung',
hrb_anmeldung: 'Handelsregister-Anmeldung',
sha: 'Shareholders\' Agreement (SHA)',
geschaeftsordnung_gf: 'Geschäftsordnung Geschäftsführung (GO-GF)',
managing_director_employment_contract: 'GF-Dienstvertrag (pro GF)',
ip_assignment_agreement: 'IP-Assignment (pro Gründer)',
term_sheet: 'Term Sheet',
convertible_loan_agreement: 'Wandeldarlehensvertrag',
subscription_agreement: 'Beteiligungsvertrag',
esop_plan: 'ESOP/VSOP-Plan',
cap_table: 'Cap Table',
}
export function StepGenerate({ state, update, generating, error, onGenerate }: Props) {
const toggleDoc = (docType: string) => {
const next = state.selected_documents.includes(docType)
? state.selected_documents.filter(d => d !== docType)
: [...state.selected_documents, docType]
update('selected_documents', next)
}
const selectNotaryBundle = () => {
update('selected_documents', [...NOTARY_BUNDLE_DOCUMENTS])
}
const summary = useMemo(() => ({
name: state.basics.company_name,
seat: state.basics.company_seat,
stammkapital: state.capital.stammkapital_eur,
num_gesellschafter: state.gesellschafter.length,
num_gf: state.gesellschafter.filter(g => g.is_geschaeftsfuehrer).length,
}), [state])
return (
<div className="space-y-6">
<div className="bg-purple-50 border border-purple-200 rounded-lg p-4">
<h3 className="font-semibold text-purple-900 mb-2">Zusammenfassung</h3>
<dl className="grid grid-cols-2 gap-2 text-sm" data-testid="generate-summary">
<dt className="text-gray-600">Firma:</dt><dd>{summary.name} ({state.basics.legal_form})</dd>
<dt className="text-gray-600">Sitz:</dt><dd>{summary.seat}</dd>
<dt className="text-gray-600">Stammkapital:</dt><dd>{summary.stammkapital.toLocaleString('de-DE')} </dd>
<dt className="text-gray-600">Gesellschafter:</dt><dd>{summary.num_gesellschafter}</dd>
<dt className="text-gray-600">Geschäftsführer:</dt><dd>{summary.num_gf}</dd>
<dt className="text-gray-600">Notar:</dt><dd>{state.notar.notary_name} ({state.notar.notary_place})</dd>
</dl>
</div>
<div>
<div className="flex justify-between items-center mb-3">
<h3 className="font-semibold">Zu generierende Dokumente</h3>
<button
type="button"
data-testid="select-notary-bundle"
onClick={selectNotaryBundle}
className="text-sm text-purple-600 hover:underline"
>
Notartermin-Bundle auswählen
</button>
</div>
<div className="grid grid-cols-1 gap-2">
{Object.entries(DOC_LABELS).map(([docType, label]) => (
<label key={docType} className="flex items-start gap-3 p-2 hover:bg-gray-50 rounded">
<input
type="checkbox"
data-testid={`doc-${docType}`}
checked={state.selected_documents.includes(docType)}
onChange={() => toggleDoc(docType)}
className="mt-1"
/>
<div className="flex-1">
<div className="text-sm font-medium">{label}</div>
<div className="text-xs text-gray-500">{docType}</div>
</div>
{NOTARY_BUNDLE_DOCUMENTS.includes(docType) && (
<span className="text-xs bg-purple-100 text-purple-700 px-2 py-0.5 rounded">Notartermin</span>
)}
</label>
))}
</div>
</div>
<div className="flex justify-between items-center pt-4 border-t">
<p className="text-sm text-gray-500">
{state.selected_documents.length} Dokument(e) ausgewählt
</p>
<button
data-testid="generate-docs"
onClick={onGenerate}
disabled={generating || state.selected_documents.length === 0}
className="px-6 py-3 bg-purple-600 text-white rounded-lg hover:bg-purple-700 disabled:opacity-50 font-medium"
>
{generating ? 'Generiere...' : 'Dokumente als Word generieren'}
</button>
</div>
{error && (
<div className="bg-red-50 border border-red-200 rounded-lg p-3 text-sm text-red-900" data-testid="generate-error">
Fehler: {error}
</div>
)}
{state.generated_documents && state.generated_documents.length > 0 && (
<div className="bg-green-50 border border-green-200 rounded-lg p-4" data-testid="generated-docs">
<h3 className="font-semibold text-green-900 mb-3">
{state.generated_documents.length} Dokument(e) generiert
</h3>
<ul className="space-y-2">
{state.generated_documents.map((doc, idx) => (
<li key={idx} className="flex justify-between items-center bg-white rounded px-3 py-2 border border-green-200">
<div>
<div className="text-sm font-medium">{doc.title}</div>
<div className="text-xs text-gray-500">{(doc.size_bytes / 1024).toFixed(1)} KB</div>
</div>
<a
href={doc.download_url}
download
data-testid={`download-${doc.document_type}`}
className="px-3 py-1.5 bg-green-600 text-white rounded text-sm hover:bg-green-700"
>
Word herunterladen
</a>
</li>
))}
</ul>
</div>
)}
</div>
)
}
@@ -0,0 +1,179 @@
'use client'
import { useState } from 'react'
import type { FoundingWizardState, Gesellschafter } from '@/lib/sdk/founding/types'
interface Props {
state: FoundingWizardState
addGesellschafter: (g: Omit<Gesellschafter, 'id' | 'anteil_nr'>) => void
updateGesellschafter: (id: string, p: Partial<Gesellschafter>) => void
removeGesellschafter: (id: string) => void
}
export function StepGesellschafter({ state, addGesellschafter, updateGesellschafter, removeGesellschafter }: Props) {
const [form, setForm] = useState({
name: '', geburtsdatum: '', adresse: '', email: '',
nennbetrag_eur: 12500, is_geschaeftsfuehrer: true, internal_role: '',
has_academic_background: false,
})
const totalNennbetrag = state.gesellschafter.reduce((s, g) => s + g.nennbetrag_eur, 0)
const target = state.capital.stammkapital_eur
const handleAdd = () => {
if (!form.name.trim()) return
addGesellschafter({
rolle: 'founder',
name: form.name,
geburtsdatum: form.geburtsdatum || undefined,
adresse: form.adresse,
email: form.email || undefined,
nennbetrag_eur: form.nennbetrag_eur,
is_geschaeftsfuehrer: form.is_geschaeftsfuehrer,
internal_role: form.internal_role || undefined,
has_academic_background: form.has_academic_background,
})
setForm({ name: '', geburtsdatum: '', adresse: '', email: '', nennbetrag_eur: 12500,
is_geschaeftsfuehrer: true, internal_role: '', has_academic_background: false })
}
return (
<div className="space-y-4">
<div className="bg-gray-50 p-4 rounded-lg">
<h3 className="font-semibold mb-3">Neuen Gesellschafter hinzufügen</h3>
<div className="grid grid-cols-2 gap-3">
<input
data-testid="gs-name"
placeholder="Name"
value={form.name}
onChange={e => setForm({ ...form, name: e.target.value })}
className="px-3 py-2 border rounded"
/>
<input
data-testid="gs-birthdate"
type="date"
placeholder="Geburtsdatum"
value={form.geburtsdatum}
onChange={e => setForm({ ...form, geburtsdatum: e.target.value })}
className="px-3 py-2 border rounded"
/>
<input
data-testid="gs-address"
placeholder="Adresse (Straße, PLZ Ort)"
value={form.adresse}
onChange={e => setForm({ ...form, adresse: e.target.value })}
className="px-3 py-2 border rounded col-span-2"
/>
<input
data-testid="gs-email"
type="email"
placeholder="E-Mail (optional)"
value={form.email}
onChange={e => setForm({ ...form, email: e.target.value })}
className="px-3 py-2 border rounded"
/>
<input
data-testid="gs-nennbetrag"
type="number"
min={1}
step={1}
placeholder="Nennbetrag in EUR"
value={form.nennbetrag_eur}
onChange={e => setForm({ ...form, nennbetrag_eur: parseInt(e.target.value) || 0 })}
className="px-3 py-2 border rounded"
/>
<input
data-testid="gs-role"
placeholder="Interne Rolle (z.B. CEO, CTO)"
value={form.internal_role}
onChange={e => setForm({ ...form, internal_role: e.target.value })}
className="px-3 py-2 border rounded"
/>
<div className="flex items-center gap-2">
<input
type="checkbox"
data-testid="gs-is-gf"
checked={form.is_geschaeftsfuehrer}
onChange={e => setForm({ ...form, is_geschaeftsfuehrer: e.target.checked })}
/>
<label className="text-sm">Geschäftsführer/in</label>
</div>
<div className="flex items-center gap-2">
<input
type="checkbox"
data-testid="gs-academic"
checked={form.has_academic_background}
onChange={e => setForm({ ...form, has_academic_background: e.target.checked })}
/>
<label className="text-sm">Akademischer Hintergrund</label>
</div>
</div>
<button
data-testid="add-gesellschafter"
onClick={handleAdd}
disabled={!form.name.trim() || form.nennbetrag_eur < 1}
className="mt-3 px-4 py-2 bg-purple-600 text-white rounded-lg hover:bg-purple-700 disabled:opacity-50"
>
Gesellschafter hinzufügen
</button>
</div>
<div>
<h3 className="font-semibold mb-3">Gesellschafter ({state.gesellschafter.length})</h3>
{state.gesellschafter.length === 0 ? (
<p className="text-gray-500 text-sm">Noch keine Gesellschafter angelegt.</p>
) : (
<table className="w-full text-sm" data-testid="gs-table">
<thead className="bg-gray-100">
<tr>
<th className="px-3 py-2 text-left">Nr.</th>
<th className="px-3 py-2 text-left">Name</th>
<th className="px-3 py-2 text-left">Geburtsdatum</th>
<th className="px-3 py-2 text-right">Nennbetrag</th>
<th className="px-3 py-2 text-right">Anteil %</th>
<th className="px-3 py-2">GF?</th>
<th className="px-3 py-2"></th>
</tr>
</thead>
<tbody>
{state.gesellschafter.map(g => (
<tr key={g.id} className="border-t" data-testid={`gs-row-${g.anteil_nr}`}>
<td className="px-3 py-2">{g.anteil_nr}</td>
<td className="px-3 py-2 font-medium">{g.name}{g.internal_role ? ` (${g.internal_role})` : ''}</td>
<td className="px-3 py-2">{g.geburtsdatum || '—'}</td>
<td className="px-3 py-2 text-right">{g.nennbetrag_eur.toLocaleString('de-DE')} </td>
<td className="px-3 py-2 text-right">{((g.nennbetrag_eur / Math.max(target, 1)) * 100).toFixed(2)}%</td>
<td className="px-3 py-2 text-center">{g.is_geschaeftsfuehrer ? '✓' : '—'}</td>
<td className="px-3 py-2">
<button
onClick={() => removeGesellschafter(g.id)}
className="text-red-600 hover:underline text-xs"
>
Entfernen
</button>
</td>
</tr>
))}
<tr className="border-t-2 font-semibold bg-gray-50">
<td colSpan={3} className="px-3 py-2">Summe</td>
<td className="px-3 py-2 text-right" data-testid="gs-total">
{totalNennbetrag.toLocaleString('de-DE')}
</td>
<td className="px-3 py-2 text-right">
{totalNennbetrag === target ? '100%' : `${target.toLocaleString('de-DE')}`}
</td>
<td colSpan={2}></td>
</tr>
</tbody>
</table>
)}
{totalNennbetrag !== target && state.gesellschafter.length > 0 && (
<p className="mt-2 text-sm text-orange-600">
Die Summe der Nennbeträge ({totalNennbetrag.toLocaleString('de-DE')} )
entspricht nicht dem Stammkapital ({target.toLocaleString('de-DE')} ).
</p>
)}
</div>
</div>
)
}
@@ -0,0 +1,321 @@
'use client'
/**
* Kombinierte einfache Steps: Geschäftsführer (3), Kapital (4), Notar (5), SHA (6).
* Jeder Sub-Step ist eine simple Form.
*/
import type { FoundingWizardState, GFContract } from '@/lib/sdk/founding/types'
interface PropsBase {
state: FoundingWizardState
update: <K extends keyof FoundingWizardState>(k: K, v: FoundingWizardState[K]) => void
}
export function StepGFAssignment({ state, update }: PropsBase) {
const founders = state.gesellschafter
const toggleGF = (id: string, val: boolean) => {
update('gesellschafter', state.gesellschafter.map(g => g.id === id ? { ...g, is_geschaeftsfuehrer: val } : g))
}
const setRole = (id: string, role: string) => {
update('gesellschafter', state.gesellschafter.map(g => g.id === id ? { ...g, internal_role: role } : g))
}
return (
<div className="space-y-4">
<p className="text-sm text-gray-600">
Wähle, welche Gesellschafter zu Geschäftsführern bestellt werden sollen. Standardmäßig sind alle Gründer auch GF.
</p>
{founders.length === 0 ? (
<p className="text-orange-600">Bitte zuerst Gesellschafter in Step 2 anlegen.</p>
) : (
<table className="w-full text-sm" data-testid="gf-assignment-table">
<thead className="bg-gray-100">
<tr>
<th className="px-3 py-2 text-left">Gesellschafter</th>
<th className="px-3 py-2 text-left">Interne Rolle (CEO, CTO, ...)</th>
<th className="px-3 py-2">GF?</th>
</tr>
</thead>
<tbody>
{founders.map(g => (
<tr key={g.id} className="border-t">
<td className="px-3 py-2 font-medium">{g.name}</td>
<td className="px-3 py-2">
<input
value={g.internal_role || ''}
onChange={e => setRole(g.id, e.target.value)}
className="px-2 py-1 border rounded w-48"
placeholder="CEO, CTO, COO..."
/>
</td>
<td className="px-3 py-2 text-center">
<input
type="checkbox"
data-testid={`gf-toggle-${g.anteil_nr}`}
checked={g.is_geschaeftsfuehrer}
onChange={e => toggleGF(g.id, e.target.checked)}
/>
</td>
</tr>
))}
</tbody>
</table>
)}
</div>
)
}
export function StepCapital({ state, update }: PropsBase) {
const c = state.capital
return (
<div className="space-y-4">
<div className="grid grid-cols-2 gap-4">
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">Stammkapital (EUR)</label>
<input
data-testid="stammkapital"
type="number" min={1} step={1}
value={c.stammkapital_eur}
onChange={e => update('capital', { ...c, stammkapital_eur: parseInt(e.target.value) || 0 })}
className="w-full px-3 py-2 border rounded-lg"
/>
<p className="mt-1 text-xs text-gray-500">GmbH: mind. 25.000 , UG: ab 1 </p>
</div>
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">Einlage-Art</label>
<select
data-testid="einlage-method"
value={c.einlage_method}
onChange={e => update('capital', { ...c, einlage_method: e.target.value as typeof c.einlage_method })}
className="w-full px-3 py-2 border rounded-lg"
>
<option value="Geld">Bargründung</option>
<option value="Sacheinlage">Sachgründung</option>
<option value="Geld und Sacheinlage">Misch-Gründung</option>
</select>
</div>
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">
Sofortige Einzahlung (%)
</label>
<input
data-testid="einlage-quote"
type="number" min={25} max={100}
value={c.einlage_quote_initial_pct}
onChange={e => update('capital', { ...c, einlage_quote_initial_pct: parseInt(e.target.value) || 50 })}
className="w-full px-3 py-2 border rounded-lg"
/>
<p className="mt-1 text-xs text-gray-500">Mind. 25% gem. § 7 Abs. 2 GmbHG, Standard 50%</p>
</div>
<div className="flex items-center gap-2 mt-7">
<input
type="checkbox"
id="has_sach"
data-testid="has-sacheinlage"
checked={c.has_sacheinlage}
onChange={e => update('capital', { ...c, has_sacheinlage: e.target.checked })}
/>
<label htmlFor="has_sach" className="text-sm">Sacheinlage-Klausel aktivieren</label>
</div>
</div>
</div>
)
}
export function StepNotar({ state, update }: PropsBase) {
const n = state.notar
return (
<div className="space-y-4">
<div className="grid grid-cols-2 gap-4">
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">Name des Notars</label>
<input
data-testid="notary-name"
value={n.notary_name}
onChange={e => update('notar', { ...n, notary_name: e.target.value })}
placeholder="z.B. Dr. Müller"
className="w-full px-3 py-2 border rounded-lg"
/>
</div>
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">Notarsitz</label>
<input
data-testid="notary-place"
value={n.notary_place}
onChange={e => update('notar', { ...n, notary_place: e.target.value })}
placeholder="z.B. Stuttgart"
className="w-full px-3 py-2 border rounded-lg"
/>
</div>
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">Adresse</label>
<input
data-testid="notary-address"
value={n.notary_address || ''}
onChange={e => update('notar', { ...n, notary_address: e.target.value })}
className="w-full px-3 py-2 border rounded-lg"
/>
</div>
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">Geplanter Notartermin</label>
<input
data-testid="notarial-date"
type="date"
value={n.notarial_date || ''}
onChange={e => update('notar', { ...n, notarial_date: e.target.value })}
className="w-full px-3 py-2 border rounded-lg"
/>
</div>
</div>
<div className="bg-blue-50 border border-blue-200 rounded-lg p-3 text-sm text-blue-900">
<strong>Hinweis:</strong> Die URNr. wird vom Notar beim Beurkundungstermin vergeben. Du kannst die generierte
HRB-Anmeldung als Vorbereitungsdokument zum Termin mitnehmen.
</div>
</div>
)
}
export function StepSHAConfig({ state, update }: PropsBase) {
const s = state.sha
const updateField = <K extends keyof typeof s>(k: K, v: typeof s[K]) => update('sha', { ...s, [k]: v })
return (
<div className="space-y-4">
<div className="flex items-center gap-2">
<input
type="checkbox"
data-testid="has-sha"
checked={s.has_sha}
onChange={e => updateField('has_sha', e.target.checked)}
/>
<label className="text-sm font-medium">SHA (Shareholders' Agreement) ist Teil des Notartermin-Pakets</label>
</div>
{s.has_sha && (
<div className="grid grid-cols-2 gap-4">
<div>
<label className="block text-sm text-gray-700 mb-1">Vesting-Dauer (Monate)</label>
<input data-testid="vesting-months" type="number" value={s.vesting_months}
onChange={e => updateField('vesting_months', parseInt(e.target.value) || 48)}
className="w-full px-3 py-2 border rounded-lg" />
</div>
<div>
<label className="block text-sm text-gray-700 mb-1">Cliff (Monate)</label>
<input data-testid="cliff-months" type="number" value={s.cliff_months}
onChange={e => updateField('cliff_months', parseInt(e.target.value) || 12)}
className="w-full px-3 py-2 border rounded-lg" />
</div>
<div>
<label className="block text-sm text-gray-700 mb-1">Drag-Along Schwelle (%)</label>
<input data-testid="drag-along-pct" type="number" value={s.drag_along_threshold_pct}
onChange={e => updateField('drag_along_threshold_pct', parseInt(e.target.value) || 75)}
className="w-full px-3 py-2 border rounded-lg" />
</div>
<div>
<label className="block text-sm text-gray-700 mb-1">Reserved-Matters Mehrheit (%)</label>
<input data-testid="reserved-matters-pct" type="number" value={s.reserved_matters_majority_pct}
onChange={e => updateField('reserved_matters_majority_pct', parseInt(e.target.value) || 75)}
className="w-full px-3 py-2 border rounded-lg" />
</div>
<div className="col-span-2 grid grid-cols-3 gap-3 mt-2">
<label className="flex items-center gap-2 text-sm">
<input type="checkbox" data-testid="has-beirat" checked={s.has_beirat}
onChange={e => updateField('has_beirat', e.target.checked)} />
Beirat einrichten
</label>
<label className="flex items-center gap-2 text-sm">
<input type="checkbox" data-testid="has-texas" checked={s.has_texas_shootout}
onChange={e => updateField('has_texas_shootout', e.target.checked)} />
Texas Shoot-Out (Deadlock)
</label>
<label className="flex items-center gap-2 text-sm">
<input type="checkbox" data-testid="has-ceo" checked={s.has_ceo_designation}
onChange={e => updateField('has_ceo_designation', e.target.checked)} />
CEO mit Stichentscheid
</label>
</div>
</div>
)}
</div>
)
}
interface GFContractStepProps extends PropsBase {
gf_list: Array<{ id: string; name: string; internal_role?: string }>
upsertGFContract: (c: GFContract) => void
}
export function StepGFContracts({ state, gf_list, upsertGFContract }: GFContractStepProps) {
return (
<div className="space-y-4">
<p className="text-sm text-gray-600">
Für jeden Geschäftsführer wird ein Dienstvertrag generiert. Bitte Eckdaten ausfüllen.
</p>
{gf_list.length === 0 ? (
<p className="text-orange-600">Bitte zuerst in Step 2 mindestens einen GF anlegen.</p>
) : (
gf_list.map(gf => {
const c = state.gf_contracts.find(x => x.gesellschafter_id === gf.id) || {
gesellschafter_id: gf.id,
gross_annual_salary_eur: 84000,
has_bonus: false,
has_company_car: false,
has_bav: false,
vacation_days: 30,
kuendigungsfrist_gesellschaft_monate: 6,
kuendigungsfrist_gf_monate: 3,
para_181_release: true,
sv_status: 'sozialversicherungsfrei' as const,
}
const u = (patch: Partial<GFContract>) => upsertGFContract({ ...c, ...patch })
return (
<div key={gf.id} className="border rounded-lg p-4" data-testid={`contract-${gf.id}`}>
<h4 className="font-semibold mb-3">{gf.name} {gf.internal_role && `(${gf.internal_role})`}</h4>
<div className="grid grid-cols-3 gap-3">
<div>
<label className="block text-xs text-gray-700 mb-1">Jahresgehalt (EUR brutto)</label>
<input
data-testid={`salary-${gf.id}`}
type="number"
value={c.gross_annual_salary_eur}
onChange={e => u({ gross_annual_salary_eur: parseInt(e.target.value) || 0 })}
className="w-full px-2 py-1 border rounded"
/>
</div>
<div>
<label className="block text-xs text-gray-700 mb-1">Urlaubstage</label>
<input type="number" value={c.vacation_days}
onChange={e => u({ vacation_days: parseInt(e.target.value) || 30 })}
className="w-full px-2 py-1 border rounded" />
</div>
<div>
<label className="block text-xs text-gray-700 mb-1">SV-Status</label>
<select value={c.sv_status} onChange={e => u({ sv_status: e.target.value as GFContract['sv_status'] })}
className="w-full px-2 py-1 border rounded">
<option value="sozialversicherungsfrei">sv-frei (Standard für GF/Gesellschafter)</option>
<option value="sozialversicherungspflichtig">sv-pflichtig</option>
<option value="noch zu klären">noch zu klären</option>
</select>
</div>
<label className="flex items-center gap-2 text-sm">
<input type="checkbox" checked={c.para_181_release}
onChange={e => u({ para_181_release: e.target.checked })} />
§ 181 BGB-Befreiung
</label>
<label className="flex items-center gap-2 text-sm">
<input type="checkbox" checked={c.has_bonus}
onChange={e => u({ has_bonus: e.target.checked })} />
Bonus-Vereinbarung
</label>
<label className="flex items-center gap-2 text-sm">
<input type="checkbox" checked={c.has_company_car}
onChange={e => u({ has_company_car: e.target.checked })} />
Firmenfahrzeug
</label>
</div>
</div>
)
})
)}
</div>
)
}
@@ -0,0 +1,187 @@
'use client'
import { useCallback, useEffect, useMemo, useState } from 'react'
import {
defaultFoundingWizardState,
type FoundingWizardState,
type Gesellschafter,
type GFContract,
type GeneratedDocument,
} from '@/lib/sdk/founding/types'
const STORAGE_KEY = 'breakpilot:founding-wizard:state:v1'
export const FOUNDING_WIZARD_STEPS = [
{ id: 1, name: 'Stage & Basics', description: 'Unternehmensname, Sitz, Gegenstand' },
{ id: 2, name: 'Gesellschafter', description: 'Gründer und ihre Anteile' },
{ id: 3, name: 'Geschäftsführer', description: 'GF-Bestellung und Rollen' },
{ id: 4, name: 'Kapital', description: 'Stammkapital und Einzahlung' },
{ id: 5, name: 'Notar', description: 'Notartermin und Beurkundung' },
{ id: 6, name: 'SHA-Optionen', description: 'Vesting, Drag-Along, Reserved Matters' },
{ id: 7, name: 'GF-Verträge', description: 'Vergütung, D&O, Kündigungsfristen' },
{ id: 8, name: 'Dokumente generieren', description: 'Auswahl und Word-Export' },
]
export function useFoundingWizardForm() {
const [state, setState] = useState<FoundingWizardState>(defaultFoundingWizardState())
const [hydrated, setHydrated] = useState(false)
const [generating, setGenerating] = useState(false)
const [error, setError] = useState<string | null>(null)
// Hydrate from localStorage
useEffect(() => {
try {
const raw = localStorage.getItem(STORAGE_KEY)
if (raw) {
const parsed = JSON.parse(raw)
setState({ ...defaultFoundingWizardState(), ...parsed })
}
} catch {
// ignore corrupted storage
}
setHydrated(true)
}, [])
// Persist on every change after hydration
useEffect(() => {
if (!hydrated) return
try {
localStorage.setItem(STORAGE_KEY, JSON.stringify(state))
} catch {
// quota exceeded - ignore
}
}, [state, hydrated])
const update = useCallback(<K extends keyof FoundingWizardState>(
key: K,
value: FoundingWizardState[K] | ((prev: FoundingWizardState[K]) => FoundingWizardState[K])
) => {
setState(prev => ({
...prev,
[key]: typeof value === 'function' ? (value as Function)(prev[key]) : value,
}))
}, [])
const setStep = useCallback((step: number) => {
setState(prev => ({ ...prev, current_step: step }))
}, [])
const nextStep = useCallback(() => {
setState(prev => ({ ...prev, current_step: Math.min(prev.current_step + 1, FOUNDING_WIZARD_STEPS.length) }))
}, [])
const prevStep = useCallback(() => {
setState(prev => ({ ...prev, current_step: Math.max(prev.current_step - 1, 1) }))
}, [])
const reset = useCallback(() => {
setState(defaultFoundingWizardState())
try { localStorage.removeItem(STORAGE_KEY) } catch {}
}, [])
// Gesellschafter helpers
const addGesellschafter = useCallback((gs: Omit<Gesellschafter, 'id' | 'anteil_nr'>) => {
setState(prev => {
const nextNr = (prev.gesellschafter.reduce((m, g) => Math.max(m, g.anteil_nr), 0)) + 1
const id = `gs_${Date.now()}_${nextNr}`
return { ...prev, gesellschafter: [...prev.gesellschafter, { ...gs, id, anteil_nr: nextNr }] }
})
}, [])
const updateGesellschafter = useCallback((id: string, patch: Partial<Gesellschafter>) => {
setState(prev => ({
...prev,
gesellschafter: prev.gesellschafter.map(g => g.id === id ? { ...g, ...patch } : g),
}))
}, [])
const removeGesellschafter = useCallback((id: string) => {
setState(prev => ({
...prev,
gesellschafter: prev.gesellschafter.filter(g => g.id !== id),
gf_contracts: prev.gf_contracts.filter(c => c.gesellschafter_id !== id),
}))
}, [])
// GF Contract helpers
const upsertGFContract = useCallback((contract: GFContract) => {
setState(prev => {
const idx = prev.gf_contracts.findIndex(c => c.gesellschafter_id === contract.gesellschafter_id)
const next = [...prev.gf_contracts]
if (idx >= 0) next[idx] = contract
else next.push(contract)
return { ...prev, gf_contracts: next }
})
}, [])
// Validation (canProceed for current step)
const canProceed = useMemo(() => {
switch (state.current_step) {
case 1:
return state.basics.company_name.trim().length > 1 &&
state.basics.company_seat.trim().length > 1 &&
state.basics.company_purpose_description.trim().length > 10
case 2: {
if (state.gesellschafter.length < 1) return false
const sum = state.gesellschafter.reduce((s, g) => s + (g.nennbetrag_eur || 0), 0)
return sum === state.capital.stammkapital_eur
}
case 3:
return state.gesellschafter.some(g => g.is_geschaeftsfuehrer)
case 4:
return state.capital.stammkapital_eur >= 25000
case 5:
return state.notar.notary_name.trim().length > 1 && state.notar.notary_place.trim().length > 1
case 6:
return true
case 7:
return state.gesellschafter.filter(g => g.is_geschaeftsfuehrer)
.every(g => state.gf_contracts.some(c => c.gesellschafter_id === g.id))
case 8:
return state.selected_documents.length > 0
default:
return false
}
}, [state])
const generateDocuments = useCallback(async (): Promise<GeneratedDocument[]> => {
setGenerating(true)
setError(null)
try {
const response = await fetch('/api/v1/founding-wizard/generate', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(state),
})
if (!response.ok) {
throw new Error(`Generierung fehlgeschlagen: ${response.status}`)
}
const data = await response.json()
const docs: GeneratedDocument[] = data.documents || []
setState(prev => ({ ...prev, generated_documents: docs }))
return docs
} catch (e: unknown) {
const msg = e instanceof Error ? e.message : 'Unbekannter Fehler'
setError(msg)
throw e
} finally {
setGenerating(false)
}
}, [state])
// Derived: hat zugehöriger GF einen Vertrag?
const gf_list = useMemo(
() => state.gesellschafter.filter(g => g.is_geschaeftsfuehrer),
[state.gesellschafter]
)
return {
state, hydrated, generating, error,
update, setStep, nextStep, prevStep, reset,
addGesellschafter, updateGesellschafter, removeGesellschafter,
upsertGFContract,
canProceed, generateDocuments,
gf_list,
steps: FOUNDING_WIZARD_STEPS,
}
}
@@ -0,0 +1,141 @@
'use client'
import React from 'react'
import { useFoundingWizardForm } from './_hooks/useFoundingWizardForm'
import { StepBasics } from './_components/StepBasics'
import { StepGesellschafter } from './_components/StepGesellschafter'
import { StepCapital, StepGFAssignment, StepGFContracts, StepNotar, StepSHAConfig } from './_components/StepsSimpleConfig'
import { StepGenerate } from './_components/StepGenerate'
export default function FoundingWizardPage() {
const {
state, hydrated, generating, error,
update, nextStep, prevStep, reset,
addGesellschafter, updateGesellschafter, removeGesellschafter,
upsertGFContract,
canProceed, generateDocuments,
gf_list, steps,
} = useFoundingWizardForm()
if (!hydrated) return null
const isLastStep = state.current_step === steps.length
return (
<div className="min-h-screen bg-gray-50 py-8" data-testid="founding-wizard">
<div className="max-w-5xl mx-auto px-4">
{/* Header */}
<div className="mb-8 flex justify-between items-start">
<div>
<h1 className="text-3xl font-bold text-gray-900">Gründungs-Wizard</h1>
<p className="text-gray-600 mt-2">
Erstellt alle Notartermin-Dokumente für Deine GmbH/UG-Gründung in 8 Schritten.
</p>
</div>
<button
data-testid="reset-wizard"
onClick={() => { if (confirm('Wizard-Daten zurücksetzen?')) reset() }}
className="text-sm text-gray-500 hover:text-red-600"
>
Zurücksetzen
</button>
</div>
{/* Progress Steps */}
<div className="mb-8" data-testid="wizard-progress">
<div className="flex items-center justify-between">
{steps.map((step, idx) => (
<React.Fragment key={step.id}>
<button
type="button"
onClick={() => state.current_step > step.id && update('current_step', step.id)}
className="flex items-center"
data-testid={`step-indicator-${step.id}`}
>
<div className={`w-9 h-9 rounded-full flex items-center justify-center text-sm font-medium ${
step.id < state.current_step ? 'bg-purple-600 text-white' :
step.id === state.current_step ? 'bg-purple-100 text-purple-600 border-2 border-purple-600' :
'bg-gray-100 text-gray-400'
}`}>
{step.id < state.current_step ? '✓' : step.id}
</div>
<div className="ml-2 hidden md:block text-left">
<div className={`text-xs font-medium ${step.id <= state.current_step ? 'text-gray-900' : 'text-gray-400'}`}>
{step.name}
</div>
</div>
</button>
{idx < steps.length - 1 && (
<div className={`flex-1 h-0.5 mx-2 ${step.id < state.current_step ? 'bg-purple-600' : 'bg-gray-200'}`} />
)}
</React.Fragment>
))}
</div>
</div>
{/* Step Content */}
<div className="bg-white rounded-xl border border-gray-200 p-8">
<div className="mb-6">
<h2 className="text-xl font-semibold text-gray-900">
{steps[state.current_step - 1]?.name}
</h2>
<p className="text-gray-500 text-sm">{steps[state.current_step - 1]?.description}</p>
</div>
<div data-testid={`step-content-${state.current_step}`}>
{state.current_step === 1 && <StepBasics state={state} update={update} />}
{state.current_step === 2 && (
<StepGesellschafter
state={state}
addGesellschafter={addGesellschafter}
updateGesellschafter={updateGesellschafter}
removeGesellschafter={removeGesellschafter}
/>
)}
{state.current_step === 3 && <StepGFAssignment state={state} update={update} />}
{state.current_step === 4 && <StepCapital state={state} update={update} />}
{state.current_step === 5 && <StepNotar state={state} update={update} />}
{state.current_step === 6 && <StepSHAConfig state={state} update={update} />}
{state.current_step === 7 && (
<StepGFContracts state={state} update={update} gf_list={gf_list} upsertGFContract={upsertGFContract} />
)}
{state.current_step === 8 && (
<StepGenerate
state={state}
update={update}
generating={generating}
error={error}
onGenerate={generateDocuments}
/>
)}
</div>
{/* Navigation */}
{!isLastStep && (
<div className="flex justify-between items-center mt-8 pt-6 border-t border-gray-200">
<button
data-testid="prev-step"
onClick={prevStep}
disabled={state.current_step === 1}
className="px-6 py-3 text-gray-600 hover:text-gray-900 disabled:opacity-50"
>
Zurück
</button>
<span className="text-xs text-gray-400">
Schritt {state.current_step} von {steps.length}
</span>
<button
data-testid="next-step"
onClick={nextStep}
disabled={!canProceed}
className="px-8 py-3 bg-purple-600 text-white rounded-lg hover:bg-purple-700 disabled:opacity-50"
>
Weiter
</button>
</div>
)}
</div>
</div>
</div>
)
}
@@ -0,0 +1,123 @@
/**
* Template-Kategorisierung als Code-Registry.
*
* Source-of-Truth bei aktiver Migration 137/138 ist die DB.
* Diese Registry dient als Fallback und für Frontend-only Filter,
* wenn DB-Felder noch nicht verfügbar sind (z.B. lokale Dev-DB ohne Migration).
*
* Synchron halten mit migrations/138_template_backfill_categories.sql.
*/
export type LifecycleStage = 'pre_founding' | 'founding' | 'startup' | 'kmu' | 'konzern'
export type FunctionalCategory =
| 'founding_legal'
| 'employment'
| 'investor_funding'
| 'customer_b2b'
| 'customer_b2c'
| 'data_protection'
| 'it_security'
| 'ai_governance'
| 'internal_policy'
| 'public_facing'
| 'compliance_process'
| 'finance_tax'
| 'vendor_supplier'
export interface TemplateCategorization {
lifecycle_stage: LifecycleStage[]
functional_category: FunctionalCategory
}
export const TEMPLATE_CATEGORIES: Record<string, TemplateCategorization> = {
// Founding Legal
gesellschafterliste: { lifecycle_stage: ['pre_founding', 'founding'], functional_category: 'founding_legal' },
gf_bestellungsbeschluss: { lifecycle_stage: ['founding'], functional_category: 'founding_legal' },
hrb_anmeldung: { lifecycle_stage: ['founding'], functional_category: 'founding_legal' },
ip_assignment_agreement: { lifecycle_stage: ['pre_founding', 'founding', 'startup'], functional_category: 'founding_legal' },
articles_of_association: { lifecycle_stage: ['founding', 'startup', 'kmu', 'konzern'], functional_category: 'founding_legal' },
sha: { lifecycle_stage: ['founding', 'startup', 'kmu', 'konzern'], functional_category: 'founding_legal' },
geschaeftsordnung_gf: { lifecycle_stage: ['founding', 'startup', 'kmu', 'konzern'], functional_category: 'founding_legal' },
// Investor / Funding
term_sheet: { lifecycle_stage: ['pre_founding', 'startup'], functional_category: 'investor_funding' },
convertible_loan_agreement: { lifecycle_stage: ['pre_founding', 'startup'], functional_category: 'investor_funding' },
subscription_agreement: { lifecycle_stage: ['startup', 'kmu'], functional_category: 'investor_funding' },
esop_plan: { lifecycle_stage: ['startup', 'kmu'], functional_category: 'investor_funding' },
cap_table: { lifecycle_stage: ['founding', 'startup', 'kmu', 'konzern'], functional_category: 'investor_funding' },
// Employment
managing_director_employment_contract: { lifecycle_stage: ['founding', 'startup', 'kmu', 'konzern'], functional_category: 'employment' },
employment_contract_de: { lifecycle_stage: ['founding', 'startup', 'kmu', 'konzern'], functional_category: 'employment' },
nda: { lifecycle_stage: ['founding', 'startup', 'kmu', 'konzern'], functional_category: 'employment' },
offboarding_policy: { lifecycle_stage: ['founding', 'startup', 'kmu', 'konzern'], functional_category: 'employment' },
// Customer B2B
agb: { lifecycle_stage: ['startup', 'kmu', 'konzern'], functional_category: 'customer_b2b' },
sla: { lifecycle_stage: ['startup', 'kmu', 'konzern'], functional_category: 'customer_b2b' },
dpa: { lifecycle_stage: ['startup', 'kmu', 'konzern'], functional_category: 'customer_b2b' },
data_processing_agreement: { lifecycle_stage: ['startup', 'kmu', 'konzern'], functional_category: 'customer_b2b' },
cloud_service_agreement: { lifecycle_stage: ['startup', 'kmu', 'konzern'], functional_category: 'customer_b2b' },
terms_of_service: { lifecycle_stage: ['startup', 'kmu', 'konzern'], functional_category: 'customer_b2b' },
// Public-facing
impressum: { lifecycle_stage: ['founding', 'startup', 'kmu', 'konzern'], functional_category: 'public_facing' },
// AI Governance
ai_usage_policy: { lifecycle_stage: ['startup', 'kmu', 'konzern'], functional_category: 'ai_governance' },
// Whistleblower nur ab KMU (>=50 MA)
whistleblower_policy: { lifecycle_stage: ['kmu', 'konzern'], functional_category: 'internal_policy' },
}
/**
* Notartermin-Bundle: alle Dokumente die für die Gründung benötigt werden.
* Investor-Dokumente sind separat (term_sheet, convertible_loan_agreement, etc.).
*/
export const NOTARY_BUNDLE_DOCUMENTS: string[] = [
'articles_of_association', // Satzung — notariell beurkundet
'gesellschafterliste', // Pflicht § 40 GmbHG
'gf_bestellungsbeschluss', // Bestellung Geschäftsführer
'hrb_anmeldung', // HRB-Anmeldung
'sha', // optional parallel
'geschaeftsordnung_gf', // intern, nach Notar
'managing_director_employment_contract', // GF-Dienstverträge
'ip_assignment_agreement', // Gründer-IP sichern
]
export function getDocumentsForStage(stage: LifecycleStage): string[] {
return Object.entries(TEMPLATE_CATEGORIES)
.filter(([, cat]) => cat.lifecycle_stage.includes(stage))
.map(([docType]) => docType)
}
export function getDocumentsForCategory(category: FunctionalCategory): string[] {
return Object.entries(TEMPLATE_CATEGORIES)
.filter(([, cat]) => cat.functional_category === category)
.map(([docType]) => docType)
}
export const LIFECYCLE_STAGE_LABELS: Record<LifecycleStage, string> = {
pre_founding: 'Vor-Gründung (Term Sheet, IP-Sicherung)',
founding: 'Gründung (Notar)',
startup: 'Startup (0-3 Jahre, <25 MA)',
kmu: 'KMU (3+ Jahre, 25-250 MA)',
konzern: 'Konzern (250+ MA)',
}
export const FUNCTIONAL_CATEGORY_LABELS: Record<FunctionalCategory, string> = {
founding_legal: 'Gründungsrechtliches',
employment: 'Arbeitsverträge',
investor_funding: 'Investor & Funding',
customer_b2b: 'Kunden-Verträge (B2B)',
customer_b2c: 'Kunden-Verträge (B2C)',
data_protection: 'Datenschutz (DSGVO)',
it_security: 'IT-Sicherheit',
ai_governance: 'KI-Governance',
internal_policy: 'Interne Richtlinien',
public_facing: 'Öffentlich (Website)',
compliance_process:'Compliance-Prozesse',
finance_tax: 'Finanzen & Steuern',
vendor_supplier: 'Lieferanten',
}
+184
View File
@@ -0,0 +1,184 @@
/**
* TypeScript-Datentypen für den Founding-Wizard.
*
* Die Wizard-Eingaben werden in localStorage gespeichert und beim Submit
* an die document-generator API geschickt zur Template-Befüllung.
*/
import type { LifecycleStage } from './template-categories'
export interface Gesellschafter {
id: string
rolle: 'founder' | 'investor' | 'family' | 'other'
name: string
geburtsdatum?: string // YYYY-MM-DD
adresse: string
email?: string
/** Nennbetrag in EUR, z.B. 25000 */
nennbetrag_eur: number
/** Anteilsnummer beginnend bei 1 */
anteil_nr: number
/** prozentualer Anteil am Stammkapital (computed) */
anteil_pct?: number
is_geschaeftsfuehrer: boolean
/** Bei GF: interne Rolle z.B. CEO/CTO */
internal_role?: string
/** Falls Gründer akademischen Hintergrund hat (Professur etc.) */
has_academic_background?: boolean
}
export interface NotarData {
notary_name: string
notary_place: string
notary_address?: string
notary_email?: string
notarial_date?: string // YYYY-MM-DD, geplant
urnr?: string // wird vom Notar vergeben
}
export interface CompanyBasics {
company_name: string
legal_form: 'GmbH' | 'UG'
company_seat: string // z.B. "Bietigheim-Bissingen"
company_address: string
company_purpose_description: string // Volltext für § 2 Satzung
company_purpose_bullets: string[]
industry: string
business_year: string // z.B. "Kalenderjahr"
has_research_focus: boolean
}
export interface CapitalConfig {
stammkapital_eur: number // z.B. 25000
einlage_method: 'Geld' | 'Sacheinlage' | 'Geld und Sacheinlage'
einlage_quote_initial_pct: number // z.B. 50 oder 100
has_sacheinlage: boolean
}
export interface SHAConfig {
has_sha: boolean
vesting_months: number // Standard 48
cliff_months: number // Standard 12
drag_along_threshold_pct: number // Standard 75
tag_along_threshold_pct: number // Standard 20
reserved_matters_majority_pct: number // Standard 75
has_beirat: boolean
has_texas_shootout: boolean
has_ceo_designation: boolean
ceo_name?: string // ref to gesellschafter.name
esop_pool_pct: number // Standard 0 oder 10
}
export interface GFContract {
gesellschafter_id: string // ref to gesellschafter.id
gross_annual_salary_eur: number
has_bonus: boolean
has_company_car: boolean
has_bav: boolean
vacation_days: number // Standard 30
kuendigungsfrist_gesellschaft_monate: number // Standard 6
kuendigungsfrist_gf_monate: number // Standard 3
para_181_release: boolean
sv_status: 'sozialversicherungsfrei' | 'sozialversicherungspflichtig' | 'noch zu klären'
}
/**
* Vollständiger Wizard-State.
* Wird Step-by-Step befüllt, in localStorage gespeichert,
* und beim Submit an /api/v1/founding-wizard/generate geschickt.
*/
export interface FoundingWizardState {
/** Aktueller Step (1-8) */
current_step: number
/** Lifecycle-Stage Auswahl (default: founding) */
lifecycle_stage: LifecycleStage
// Step 1: Lifecycle
is_pre_notary: boolean
// Step 2: Basics
basics: CompanyBasics
// Step 3: Gesellschafter
gesellschafter: Gesellschafter[]
// Step 4: Kapital
capital: CapitalConfig
// Step 5: Notar
notar: NotarData
// Step 6: SHA-Konfiguration
sha: SHAConfig
// Step 7: GF-Verträge (1 pro GF)
gf_contracts: GFContract[]
// Step 8: Auswahl der zu generierenden Dokumente
selected_documents: string[]
/** Output nach Submit: URL + Dateiname pro generiertem Dokument */
generated_documents?: GeneratedDocument[]
}
export interface GeneratedDocument {
document_type: string
title: string
download_url: string
size_bytes: number
generated_at: string
}
/** Default-State für einen frischen Wizard */
export function defaultFoundingWizardState(): FoundingWizardState {
return {
current_step: 1,
lifecycle_stage: 'founding',
is_pre_notary: true,
basics: {
company_name: '',
legal_form: 'GmbH',
company_seat: '',
company_address: '',
company_purpose_description: '',
company_purpose_bullets: [],
industry: '',
business_year: 'Kalenderjahr',
has_research_focus: false,
},
gesellschafter: [],
capital: {
stammkapital_eur: 25000,
einlage_method: 'Geld',
einlage_quote_initial_pct: 50,
has_sacheinlage: false,
},
notar: {
notary_name: '',
notary_place: '',
},
sha: {
has_sha: true,
vesting_months: 48,
cliff_months: 12,
drag_along_threshold_pct: 75,
tag_along_threshold_pct: 20,
reserved_matters_majority_pct: 75,
has_beirat: false,
has_texas_shootout: false,
has_ceo_designation: false,
esop_pool_pct: 0,
},
gf_contracts: [],
selected_documents: [
'articles_of_association',
'gesellschafterliste',
'gf_bestellungsbeschluss',
'hrb_anmeldung',
'sha',
'geschaeftsordnung_gf',
'managing_director_employment_contract',
'ip_assignment_agreement',
],
}
}
@@ -0,0 +1,196 @@
/**
* Playwright E2E-Test: Founding-Wizard mit 2-Mann GmbH (Benjamin Bönisch + Sharang Parnerkar).
*
* Test-Flow:
* 1. Lokale Dev-URL aufrufen
* 2. Wizard durch alle 8 Steps befüllen
* 3. Dokumente generieren (8 Stück für Notartermin-Bundle)
* 4. Word-Download-Links validieren
*
* Voraussetzung: `npm run dev` läuft auf http://localhost:3007
* Backend ist erreichbar (mit Migration 137 + 138 + Templates 123136)
*
* Ausführen:
* cd admin-compliance
* npx playwright test tests/playwright/founding-wizard/
*/
import { expect, test } from '@playwright/test'
const BASE_URL = process.env.WIZARD_URL || 'http://localhost:3007/sdk/founding-wizard'
const TEST_DATA = {
basics: {
company_name: 'Breakpilot GmbH',
company_seat: 'Bietigheim-Bissingen',
company_address: 'Hauptstraße 1, 74321 Bietigheim-Bissingen',
industry: 'Software / KI / SaaS',
purpose: 'die Entwicklung, Bereitstellung und der Vertrieb von Softwarelösungen, Plattformen und IT-Dienstleistungen im Bereich der Künstlichen Intelligenz sowie compliance-bezogener Datenverarbeitungssysteme',
bullets: [
'a) Entwicklung, Programmierung und Betrieb von KI-gestützter Compliance-Software',
'b) Bereitstellung von datenschutzkonformen SaaS-Lösungen für Unternehmen',
'c) Beratungs- und Integrationsleistungen im Compliance-Umfeld',
],
},
notar: {
name: 'Dr. Müller',
place: 'Stuttgart',
address: 'Königstraße 1, 70173 Stuttgart',
date: '2026-06-15',
},
gesellschafter: [
{
name: 'Benjamin Bönisch',
birthdate: '1980-03-15',
address: 'Hauptstraße 1, 74321 Bietigheim-Bissingen',
email: 'benjamin@breakpilot.ai',
nennbetrag: 12500,
is_gf: true,
role: 'CEO',
},
{
name: 'Sharang Parnerkar',
birthdate: '1985-09-22',
address: 'Hauptstraße 2, 74321 Bietigheim-Bissingen',
email: 'sharang@breakpilot.ai',
nennbetrag: 12500,
is_gf: true,
role: 'CTO',
},
],
stammkapital: 25000,
}
test.describe('Founding Wizard — 2-Mann GmbH', () => {
test.beforeEach(async ({ page }) => {
// Clear localStorage to start fresh
await page.goto(BASE_URL)
await page.evaluate(() => localStorage.clear())
await page.reload()
})
test('füllt komplette 2-Mann GmbH aus und generiert Notartermin-Bundle', async ({ page }) => {
await page.goto(BASE_URL)
await expect(page.getByTestId('founding-wizard')).toBeVisible()
// STEP 1: Basics
await expect(page.getByTestId('step-content-1')).toBeVisible()
await page.getByTestId('company-name').fill(TEST_DATA.basics.company_name)
await page.getByTestId('legal-form').selectOption('GmbH')
await page.getByTestId('company-seat').fill(TEST_DATA.basics.company_seat)
await page.getByTestId('company-address').fill(TEST_DATA.basics.company_address)
await page.getByTestId('industry').fill(TEST_DATA.basics.industry)
await page.getByTestId('company-purpose').fill(TEST_DATA.basics.purpose)
await page.getByTestId('company-purpose-bullets').fill(TEST_DATA.basics.bullets.join('\n'))
await page.getByTestId('next-step').click()
// STEP 2: Gesellschafter
await expect(page.getByTestId('step-content-2')).toBeVisible()
for (const gs of TEST_DATA.gesellschafter) {
await page.getByTestId('gs-name').fill(gs.name)
await page.getByTestId('gs-birthdate').fill(gs.birthdate)
await page.getByTestId('gs-address').fill(gs.address)
await page.getByTestId('gs-email').fill(gs.email)
await page.getByTestId('gs-nennbetrag').fill(String(gs.nennbetrag))
await page.getByTestId('gs-role').fill(gs.role)
// is_gf bereits default true, nichts zu tun
await page.getByTestId('add-gesellschafter').click()
}
await expect(page.getByTestId('gs-row-1')).toContainText('Benjamin Bönisch')
await expect(page.getByTestId('gs-row-2')).toContainText('Sharang Parnerkar')
await expect(page.getByTestId('gs-total')).toContainText('25.000')
await page.getByTestId('next-step').click()
// STEP 3: GF-Assignment (beide bereits GF aus Step 2)
await expect(page.getByTestId('step-content-3')).toBeVisible()
await page.getByTestId('next-step').click()
// STEP 4: Kapital
await expect(page.getByTestId('step-content-4')).toBeVisible()
await expect(page.getByTestId('stammkapital')).toHaveValue('25000')
await page.getByTestId('einlage-method').selectOption('Geld')
await page.getByTestId('einlage-quote').fill('50')
await page.getByTestId('next-step').click()
// STEP 5: Notar
await expect(page.getByTestId('step-content-5')).toBeVisible()
await page.getByTestId('notary-name').fill(TEST_DATA.notar.name)
await page.getByTestId('notary-place').fill(TEST_DATA.notar.place)
await page.getByTestId('notary-address').fill(TEST_DATA.notar.address)
await page.getByTestId('notarial-date').fill(TEST_DATA.notar.date)
await page.getByTestId('next-step').click()
// STEP 6: SHA-Optionen
await expect(page.getByTestId('step-content-6')).toBeVisible()
await expect(page.getByTestId('has-sha')).toBeChecked()
await expect(page.getByTestId('vesting-months')).toHaveValue('48')
await expect(page.getByTestId('drag-along-pct')).toHaveValue('75')
await page.getByTestId('next-step').click()
// STEP 7: GF-Verträge (für beide Founders)
await expect(page.getByTestId('step-content-7')).toBeVisible()
// GF-Contracts werden mit Defaults erzeugt sobald GFs definiert sind -
// wir editieren die Gehälter
const contracts = page.locator('[data-testid^="contract-"]')
const count = await contracts.count()
expect(count).toBe(2)
await page.getByTestId('next-step').click()
// STEP 8: Generate
await expect(page.getByTestId('step-content-8')).toBeVisible()
await expect(page.getByTestId('generate-summary')).toContainText('Breakpilot GmbH')
await expect(page.getByTestId('generate-summary')).toContainText('Bietigheim-Bissingen')
await expect(page.getByTestId('generate-summary')).toContainText('25.000')
// Notartermin-Bundle auswählen
await page.getByTestId('select-notary-bundle').click()
// Check that bundle items are selected
await expect(page.getByTestId('doc-articles_of_association')).toBeChecked()
await expect(page.getByTestId('doc-sha')).toBeChecked()
await expect(page.getByTestId('doc-gesellschafterliste')).toBeChecked()
await expect(page.getByTestId('doc-managing_director_employment_contract')).toBeChecked()
// Generate
await page.getByTestId('generate-docs').click()
// Warten auf Generierung (max 30s)
await expect(page.getByTestId('generated-docs')).toBeVisible({ timeout: 30000 })
// Mindestens 8 Dokumente sollten erscheinen (für 2 Founders evtl. doppelt: GF-Vertrag, IP-Assignment)
const downloadLinks = page.locator('[data-testid^="download-"]')
const linkCount = await downloadLinks.count()
expect(linkCount).toBeGreaterThanOrEqual(8)
// Validiere dass download-URLs data: URLs sind (base64 DOCX)
for (let i = 0; i < Math.min(linkCount, 3); i++) {
const href = await downloadLinks.nth(i).getAttribute('href')
expect(href).toMatch(/^data:application\/vnd\.openxmlformats-officedocument\.wordprocessingml\.document;base64,/)
}
// Screenshot fürs Test-Artifact
await page.screenshot({ path: 'test-results/founding-wizard-final.png', fullPage: true })
})
test('zeigt Validierung wenn Pflichtfelder fehlen', async ({ page }) => {
await page.goto(BASE_URL)
// Next-Button sollte disabled sein wenn nichts ausgefüllt
await expect(page.getByTestId('next-step')).toBeDisabled()
await page.getByTestId('company-name').fill('Test')
// Immer noch disabled weil purpose fehlt
await expect(page.getByTestId('next-step')).toBeDisabled()
await page.getByTestId('company-seat').fill('Stuttgart')
await page.getByTestId('company-purpose').fill('Eine lange genug Beschreibung des Zwecks.')
// Jetzt sollte er enabled sein
await expect(page.getByTestId('next-step')).toBeEnabled()
})
test('Reset löscht alle Daten', async ({ page }) => {
await page.goto(BASE_URL)
await page.getByTestId('company-name').fill('Wird gelöscht GmbH')
page.on('dialog', d => d.accept())
await page.getByTestId('reset-wizard').click()
await expect(page.getByTestId('company-name')).toHaveValue('')
})
})