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
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/**
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* Template-Kategorisierung als Code-Registry.
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*
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* Source-of-Truth bei aktiver Migration 137/138 ist die DB.
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* Diese Registry dient als Fallback und für Frontend-only Filter,
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* wenn DB-Felder noch nicht verfügbar sind (z.B. lokale Dev-DB ohne Migration).
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*
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* Synchron halten mit migrations/138_template_backfill_categories.sql.
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*/
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export type LifecycleStage = 'pre_founding' | 'founding' | 'startup' | 'kmu' | 'konzern'
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export type FunctionalCategory =
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| 'founding_legal'
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| 'employment'
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| 'investor_funding'
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| 'customer_b2b'
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| 'customer_b2c'
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| 'data_protection'
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| 'it_security'
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| 'ai_governance'
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| 'internal_policy'
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| 'public_facing'
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| 'compliance_process'
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| 'finance_tax'
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| 'vendor_supplier'
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export interface TemplateCategorization {
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lifecycle_stage: LifecycleStage[]
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functional_category: FunctionalCategory
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}
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export const TEMPLATE_CATEGORIES: Record<string, TemplateCategorization> = {
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// Founding Legal
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gesellschafterliste: { lifecycle_stage: ['pre_founding', 'founding'], functional_category: 'founding_legal' },
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gf_bestellungsbeschluss: { lifecycle_stage: ['founding'], functional_category: 'founding_legal' },
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hrb_anmeldung: { lifecycle_stage: ['founding'], functional_category: 'founding_legal' },
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ip_assignment_agreement: { lifecycle_stage: ['pre_founding', 'founding', 'startup'], functional_category: 'founding_legal' },
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articles_of_association: { lifecycle_stage: ['founding', 'startup', 'kmu', 'konzern'], functional_category: 'founding_legal' },
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sha: { lifecycle_stage: ['founding', 'startup', 'kmu', 'konzern'], functional_category: 'founding_legal' },
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geschaeftsordnung_gf: { lifecycle_stage: ['founding', 'startup', 'kmu', 'konzern'], functional_category: 'founding_legal' },
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// Investor / Funding
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term_sheet: { lifecycle_stage: ['pre_founding', 'startup'], functional_category: 'investor_funding' },
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convertible_loan_agreement: { lifecycle_stage: ['pre_founding', 'startup'], functional_category: 'investor_funding' },
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subscription_agreement: { lifecycle_stage: ['startup', 'kmu'], functional_category: 'investor_funding' },
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esop_plan: { lifecycle_stage: ['startup', 'kmu'], functional_category: 'investor_funding' },
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cap_table: { lifecycle_stage: ['founding', 'startup', 'kmu', 'konzern'], functional_category: 'investor_funding' },
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// Employment
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managing_director_employment_contract: { lifecycle_stage: ['founding', 'startup', 'kmu', 'konzern'], functional_category: 'employment' },
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employment_contract_de: { lifecycle_stage: ['founding', 'startup', 'kmu', 'konzern'], functional_category: 'employment' },
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nda: { lifecycle_stage: ['founding', 'startup', 'kmu', 'konzern'], functional_category: 'employment' },
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offboarding_policy: { lifecycle_stage: ['founding', 'startup', 'kmu', 'konzern'], functional_category: 'employment' },
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// Customer B2B
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agb: { lifecycle_stage: ['startup', 'kmu', 'konzern'], functional_category: 'customer_b2b' },
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sla: { lifecycle_stage: ['startup', 'kmu', 'konzern'], functional_category: 'customer_b2b' },
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dpa: { lifecycle_stage: ['startup', 'kmu', 'konzern'], functional_category: 'customer_b2b' },
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data_processing_agreement: { lifecycle_stage: ['startup', 'kmu', 'konzern'], functional_category: 'customer_b2b' },
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cloud_service_agreement: { lifecycle_stage: ['startup', 'kmu', 'konzern'], functional_category: 'customer_b2b' },
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terms_of_service: { lifecycle_stage: ['startup', 'kmu', 'konzern'], functional_category: 'customer_b2b' },
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// Public-facing
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impressum: { lifecycle_stage: ['founding', 'startup', 'kmu', 'konzern'], functional_category: 'public_facing' },
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// AI Governance
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ai_usage_policy: { lifecycle_stage: ['startup', 'kmu', 'konzern'], functional_category: 'ai_governance' },
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// Whistleblower nur ab KMU (>=50 MA)
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whistleblower_policy: { lifecycle_stage: ['kmu', 'konzern'], functional_category: 'internal_policy' },
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}
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/**
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* Notartermin-Bundle: alle Dokumente die für die Gründung benötigt werden.
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* Investor-Dokumente sind separat (term_sheet, convertible_loan_agreement, etc.).
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*/
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export const NOTARY_BUNDLE_DOCUMENTS: string[] = [
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'articles_of_association', // Satzung — notariell beurkundet
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'gesellschafterliste', // Pflicht § 40 GmbHG
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'gf_bestellungsbeschluss', // Bestellung Geschäftsführer
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'hrb_anmeldung', // HRB-Anmeldung
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'sha', // optional parallel
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'geschaeftsordnung_gf', // intern, nach Notar
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'managing_director_employment_contract', // GF-Dienstverträge
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'ip_assignment_agreement', // Gründer-IP sichern
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]
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export function getDocumentsForStage(stage: LifecycleStage): string[] {
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return Object.entries(TEMPLATE_CATEGORIES)
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.filter(([, cat]) => cat.lifecycle_stage.includes(stage))
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.map(([docType]) => docType)
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}
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export function getDocumentsForCategory(category: FunctionalCategory): string[] {
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return Object.entries(TEMPLATE_CATEGORIES)
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.filter(([, cat]) => cat.functional_category === category)
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.map(([docType]) => docType)
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}
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export const LIFECYCLE_STAGE_LABELS: Record<LifecycleStage, string> = {
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pre_founding: 'Vor-Gründung (Term Sheet, IP-Sicherung)',
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founding: 'Gründung (Notar)',
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startup: 'Startup (0-3 Jahre, <25 MA)',
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kmu: 'KMU (3+ Jahre, 25-250 MA)',
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konzern: 'Konzern (250+ MA)',
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}
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export const FUNCTIONAL_CATEGORY_LABELS: Record<FunctionalCategory, string> = {
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founding_legal: 'Gründungsrechtliches',
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employment: 'Arbeitsverträge',
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investor_funding: 'Investor & Funding',
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customer_b2b: 'Kunden-Verträge (B2B)',
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customer_b2c: 'Kunden-Verträge (B2C)',
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data_protection: 'Datenschutz (DSGVO)',
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it_security: 'IT-Sicherheit',
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ai_governance: 'KI-Governance',
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internal_policy: 'Interne Richtlinien',
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public_facing: 'Öffentlich (Website)',
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compliance_process:'Compliance-Prozesse',
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finance_tax: 'Finanzen & Steuern',
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vendor_supplier: 'Lieferanten',
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}
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/**
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* TypeScript-Datentypen für den Founding-Wizard.
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*
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* Die Wizard-Eingaben werden in localStorage gespeichert und beim Submit
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* an die document-generator API geschickt zur Template-Befüllung.
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*/
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import type { LifecycleStage } from './template-categories'
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export interface Gesellschafter {
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id: string
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rolle: 'founder' | 'investor' | 'family' | 'other'
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name: string
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geburtsdatum?: string // YYYY-MM-DD
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adresse: string
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email?: string
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/** Nennbetrag in EUR, z.B. 25000 */
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nennbetrag_eur: number
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/** Anteilsnummer beginnend bei 1 */
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anteil_nr: number
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/** prozentualer Anteil am Stammkapital (computed) */
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anteil_pct?: number
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is_geschaeftsfuehrer: boolean
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/** Bei GF: interne Rolle z.B. CEO/CTO */
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internal_role?: string
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/** Falls Gründer akademischen Hintergrund hat (Professur etc.) */
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has_academic_background?: boolean
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}
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export interface NotarData {
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notary_name: string
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notary_place: string
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notary_address?: string
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notary_email?: string
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notarial_date?: string // YYYY-MM-DD, geplant
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urnr?: string // wird vom Notar vergeben
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}
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export interface CompanyBasics {
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company_name: string
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legal_form: 'GmbH' | 'UG'
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company_seat: string // z.B. "Bietigheim-Bissingen"
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company_address: string
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company_purpose_description: string // Volltext für § 2 Satzung
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company_purpose_bullets: string[]
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industry: string
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business_year: string // z.B. "Kalenderjahr"
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has_research_focus: boolean
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}
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export interface CapitalConfig {
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stammkapital_eur: number // z.B. 25000
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einlage_method: 'Geld' | 'Sacheinlage' | 'Geld und Sacheinlage'
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einlage_quote_initial_pct: number // z.B. 50 oder 100
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has_sacheinlage: boolean
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}
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export interface SHAConfig {
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has_sha: boolean
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vesting_months: number // Standard 48
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cliff_months: number // Standard 12
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drag_along_threshold_pct: number // Standard 75
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tag_along_threshold_pct: number // Standard 20
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reserved_matters_majority_pct: number // Standard 75
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has_beirat: boolean
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has_texas_shootout: boolean
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has_ceo_designation: boolean
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ceo_name?: string // ref to gesellschafter.name
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esop_pool_pct: number // Standard 0 oder 10
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}
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export interface GFContract {
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gesellschafter_id: string // ref to gesellschafter.id
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gross_annual_salary_eur: number
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has_bonus: boolean
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has_company_car: boolean
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has_bav: boolean
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vacation_days: number // Standard 30
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kuendigungsfrist_gesellschaft_monate: number // Standard 6
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kuendigungsfrist_gf_monate: number // Standard 3
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para_181_release: boolean
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sv_status: 'sozialversicherungsfrei' | 'sozialversicherungspflichtig' | 'noch zu klären'
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}
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/**
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* Vollständiger Wizard-State.
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* Wird Step-by-Step befüllt, in localStorage gespeichert,
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* und beim Submit an /api/v1/founding-wizard/generate geschickt.
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*/
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export interface FoundingWizardState {
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/** Aktueller Step (1-8) */
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current_step: number
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/** Lifecycle-Stage Auswahl (default: founding) */
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lifecycle_stage: LifecycleStage
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// Step 1: Lifecycle
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is_pre_notary: boolean
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// Step 2: Basics
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basics: CompanyBasics
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// Step 3: Gesellschafter
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gesellschafter: Gesellschafter[]
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// Step 4: Kapital
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capital: CapitalConfig
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// Step 5: Notar
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notar: NotarData
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// Step 6: SHA-Konfiguration
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sha: SHAConfig
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// Step 7: GF-Verträge (1 pro GF)
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gf_contracts: GFContract[]
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// Step 8: Auswahl der zu generierenden Dokumente
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selected_documents: string[]
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/** Output nach Submit: URL + Dateiname pro generiertem Dokument */
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generated_documents?: GeneratedDocument[]
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}
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export interface GeneratedDocument {
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document_type: string
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title: string
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download_url: string
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size_bytes: number
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generated_at: string
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}
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/** Default-State für einen frischen Wizard */
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export function defaultFoundingWizardState(): FoundingWizardState {
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return {
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current_step: 1,
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lifecycle_stage: 'founding',
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is_pre_notary: true,
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basics: {
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company_name: '',
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legal_form: 'GmbH',
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company_seat: '',
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company_address: '',
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company_purpose_description: '',
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company_purpose_bullets: [],
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industry: '',
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business_year: 'Kalenderjahr',
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has_research_focus: false,
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},
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gesellschafter: [],
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capital: {
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stammkapital_eur: 25000,
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einlage_method: 'Geld',
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einlage_quote_initial_pct: 50,
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has_sacheinlage: false,
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},
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notar: {
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notary_name: '',
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notary_place: '',
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},
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sha: {
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has_sha: true,
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vesting_months: 48,
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cliff_months: 12,
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drag_along_threshold_pct: 75,
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tag_along_threshold_pct: 20,
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reserved_matters_majority_pct: 75,
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has_beirat: false,
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has_texas_shootout: false,
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has_ceo_designation: false,
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esop_pool_pct: 0,
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},
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gf_contracts: [],
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selected_documents: [
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'articles_of_association',
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'gesellschafterliste',
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'gf_bestellungsbeschluss',
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'hrb_anmeldung',
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'sha',
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'geschaeftsordnung_gf',
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'managing_director_employment_contract',
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'ip_assignment_agreement',
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],
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}
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}
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