feat(sprint8): Phase 5+6 — Integration, schedulers, tier enforcement, testing

Phase 5 — Integration:
- PaymentReminderScheduler: monthly cron at 9am, sends PAYMENT_REMINDER
  and PAYMENT_OVERDUE (30+ days) notifications, audit logged
- BoardTermScheduler: daily cron at 8am, sends BOARD_TERM_EXPIRING
  notification 30 days before term end (1-day window for single delivery)
- Assembly protocol auto-archive: completeAssembly() generates PDF via
  AssemblyProtocolService and stores it in DocumentService.archiveProtocol()
- PlanTierService: Sprint 8 limits added (Kassenbuch 3mo starter, 1 MV/year
  starter, 100MB/1GB/unlimited document storage)
- Notification wiring: PAYMENT_RECEIVED sent to member on recordPayment(),
  sendToAllMembers() added to NotificationService for assembly invitations
- Seed data: 2 fee schedules (Regular €30, Reduced €15), 4 fee assignments,
  3 sample payments, 2 board positions, 2 board members

Phase 6 — Testing infrastructure:
- V22 migration: protocol_document_id on assemblies table
- Schedulers disabled in test profile (cannamanage.schedulers.enabled=false)
- Scheduler property configurable via SCHEDULERS_ENABLED env var

Additional fixes (pre-existing Phase 4 issues):
- AssemblyProtocolService: fixed Document import ambiguity (OpenPDF vs entity)
- AuditService: added convenience overloads for UUID actorId/clubId
- ReceiptPdfService: fixed getReceiptNumber/getMemberNumber/getPaymentDate
- StaffPermissionChecker: added getUserId/getClubId/getTenantId helpers
- FinanceService: added getPaymentById, exportLedgerCsv methods

cannamanage-api/src/main/java/de/cannamanage/api/controller/FinanceController.java

@@ -273,8 +273,8 @@ public class FinanceController {
                 .orElseThrow(() -> new NoSuchElementException("Club not found"));
 
         byte[] pdf = receiptPdfService.generateReceipt(payment, member, club);
-        String filename = "Quittung-" + (payment.getReceiptNumber() != null
+        String filename = "Quittung-" + (payment.getReference() != null
-                ? payment.getReceiptNumber() : id.toString().substring(0, 8)) + ".pdf";
+                ? payment.getReference() : id.toString().substring(0, 8)) + ".pdf";
 
         return ResponseEntity.ok()
                 .header(HttpHeaders.CONTENT_DISPOSITION, "attachment; filename=\"" + filename + "\"")
@@ -347,8 +347,8 @@ public class FinanceController {
                 .orElseThrow(() -> new NoSuchElementException("Club not found"));
 
         byte[] pdf = receiptPdfService.generateReceipt(payment, member, club);
-        String filename = "Quittung-" + (payment.getReceiptNumber() != null
+        String filename = "Quittung-" + (payment.getReference() != null
-                ? payment.getReceiptNumber() : id.toString().substring(0, 8)) + ".pdf";
+                ? payment.getReference() : id.toString().substring(0, 8)) + ".pdf";
 
         return ResponseEntity.ok()
                 .header(HttpHeaders.CONTENT_DISPOSITION, "attachment; filename=\"" + filename + "\"")

cannamanage-api/src/main/java/de/cannamanage/api/security/StaffPermissionChecker.java

@@ -85,4 +85,25 @@ public class StaffPermissionChecker {
             throw new org.springframework.security.access.AccessDeniedException("Missing permission: " + required);
         }
     }
+
+    /**
+     * Extract the user ID from the authenticated principal.
+     */
+    public UUID getUserId(org.springframework.security.core.userdetails.UserDetails principal) {
+        return UUID.fromString(principal.getUsername());
+    }
+
+    /**
+     * Get the club ID (tenant) for the authenticated user.
+     */
+    public UUID getClubId(org.springframework.security.core.userdetails.UserDetails principal) {
+        return de.cannamanage.domain.entity.TenantContext.getCurrentTenant();
+    }
+
+    /**
+     * Get the tenant ID for the authenticated user (alias for getClubId).
+     */
+    public UUID getTenantId(org.springframework.security.core.userdetails.UserDetails principal) {
+        return de.cannamanage.domain.entity.TenantContext.getCurrentTenant();
+    }
 }

cannamanage-api/src/main/resources/application.properties

@@ -38,5 +38,8 @@ management.endpoint.health.show-details=never
 # Session configuration (member portal)
 server.servlet.session.timeout=30m
 server.servlet.session.cookie.same-site=strict
+
+# Schedulers
+cannamanage.schedulers.enabled=${SCHEDULERS_ENABLED:true}
 server.servlet.session.cookie.http-only=true
 server.servlet.session.cookie.secure=${SESSION_COOKIE_SECURE:false}

cannamanage-api/src/main/resources/db/migration/V22__assembly_protocol_document.sql

@@ -0,0 +1,2 @@
+-- V22: Add protocol_document_id to assemblies for auto-archive feature
+ALTER TABLE assemblies ADD COLUMN IF NOT EXISTS protocol_document_id UUID;

cannamanage-api/src/test/resources/application-test.properties

@@ -18,3 +18,6 @@ cannamanage.security.jwt.refresh-token-expiry=2592000
 # AOP
 spring.aop.auto=true
 spring.aop.proxy-target-class=true
+
+# Disable schedulers in tests
+cannamanage.schedulers.enabled=false

cannamanage-domain/src/main/java/de/cannamanage/domain/entity/Assembly.java

@@ -55,6 +55,9 @@ public class Assembly extends AbstractTenantEntity {
     @Column(name = "closed_at")
     private Instant closedAt;
 
+    @Column(name = "protocol_document_id")
+    private UUID protocolDocumentId;
+
     @Column(name = "created_by", nullable = false)
     private UUID createdBy;
 
@@ -104,6 +107,9 @@ public class Assembly extends AbstractTenantEntity {
     public UUID getCreatedBy() { return createdBy; }
     public void setCreatedBy(UUID createdBy) { this.createdBy = createdBy; }
 
+    public UUID getProtocolDocumentId() { return protocolDocumentId; }
+    public void setProtocolDocumentId(UUID protocolDocumentId) { this.protocolDocumentId = protocolDocumentId; }
+
     public Instant getUpdatedAt() { return updatedAt; }
     public void setUpdatedAt(Instant updatedAt) { this.updatedAt = updatedAt; }
 }

cannamanage-service/src/main/java/de/cannamanage/service/AssemblyProtocolService.java

@@ -4,7 +4,12 @@ import com.lowagie.text.*;
 import com.lowagie.text.pdf.PdfPCell;
 import com.lowagie.text.pdf.PdfPTable;
 import com.lowagie.text.pdf.PdfWriter;
-import de.cannamanage.domain.entity.*;
+import de.cannamanage.domain.entity.Assembly;
+import de.cannamanage.domain.entity.AssemblyAgendaItem;
+import de.cannamanage.domain.entity.AssemblyAttendee;
+import de.cannamanage.domain.entity.AssemblyVote;
+import de.cannamanage.domain.entity.Club;
+import de.cannamanage.domain.entity.Member;
 import de.cannamanage.domain.enums.VoteResult;
 import de.cannamanage.service.repository.*;
 import org.slf4j.Logger;

cannamanage-service/src/main/java/de/cannamanage/service/AssemblyService.java

@@ -30,6 +30,8 @@ public class AssemblyService {
     private final MemberRepository memberRepository;
     private final NotificationService notificationService;
     private final AuditService auditService;
+    private final AssemblyProtocolService assemblyProtocolService;
+    private final DocumentService documentArchiveService;
 
     public AssemblyService(AssemblyRepository assemblyRepository,
                           AssemblyAgendaItemRepository agendaItemRepository,
@@ -38,7 +40,9 @@ public class AssemblyService {
                           AssemblyVoteRecordRepository voteRecordRepository,
                           MemberRepository memberRepository,
                           NotificationService notificationService,
-                          AuditService auditService) {
+                          AuditService auditService,
+                          AssemblyProtocolService assemblyProtocolService,
+                          DocumentService documentArchiveService) {
         this.assemblyRepository = assemblyRepository;
         this.agendaItemRepository = agendaItemRepository;
         this.attendeeRepository = attendeeRepository;
@@ -47,6 +51,8 @@ public class AssemblyService {
         this.memberRepository = memberRepository;
         this.notificationService = notificationService;
         this.auditService = auditService;
+        this.assemblyProtocolService = assemblyProtocolService;
+        this.documentArchiveService = documentArchiveService;
     }
 
     // === Assembly CRUD ===
@@ -179,12 +185,40 @@ public class AssemblyService {
         assembly.setClosedAt(Instant.now());
         assembly.setUpdatedAt(Instant.now());
 
+        // Auto-archive: generate protocol PDF and store in document archive
+        autoArchiveProtocol(assembly, completedBy);
+
         auditService.log(AuditEventType.ASSEMBLY_COMPLETED, completedBy, assembly.getId().toString(),
                 "Mitgliederversammlung geschlossen: " + assembly.getTitle());
         log.info("Assembly completed: {}", assembly.getTitle());
         return assemblyRepository.save(assembly);
     }
 
+    /**
+     * Auto-archive the assembly protocol PDF to the document archive.
+     * Graceful: if document archival fails, log warning and continue.
+     */
+    private void autoArchiveProtocol(Assembly assembly, UUID completedBy) {
+        if (assemblyProtocolService == null || documentArchiveService == null) {
+            log.debug("Document archive service not available, skipping protocol auto-archive");
+            return;
+        }
+        try {
+            byte[] protocolPdf = assemblyProtocolService.generateProtocol(assembly.getId());
+            String title = "Protokoll MV " + assembly.getTitle() + " " +
+                    assembly.getClosedAt().atZone(java.time.ZoneId.of("Europe/Berlin"))
+                            .format(java.time.format.DateTimeFormatter.ofPattern("dd.MM.yyyy"));
+
+            UUID documentId = documentArchiveService.archiveProtocol(
+                    assembly.getClubId(), title, protocolPdf, completedBy);
+
+            assembly.setProtocolDocumentId(documentId);
+            log.info("Protocol auto-archived as document {} for assembly {}", documentId, assembly.getId());
+        } catch (Exception e) {
+            log.warn("Failed to auto-archive protocol for assembly {}: {}", assembly.getId(), e.getMessage());
+        }
+    }
+
     // === Attendance ===
 
     public AssemblyAttendee checkInAttendee(UUID assemblyId, UUID memberId, UUID proxyForMemberId) {

cannamanage-service/src/main/java/de/cannamanage/service/AuditService.java

@@ -98,6 +98,24 @@ public class AuditService {
                 null, null, null, description, null, null);
     }
 
+    /**
+     * Convenience overload with actorId (UUID) and entityId (String).
+     * Used by Sprint 8 services: AssemblyService, DocumentService, BoardService.
+     */
+    public AuditEvent log(AuditEventType eventType, UUID actorId, String entityId, String description) {
+        return log(eventType, "System", entityId != null ? UUID.fromString(entityId) : null,
+                actorId, null, null, description, null, null);
+    }
+
+    /**
+     * Convenience overload with actorId (UUID) and clubId (UUID).
+     * Used by Sprint 8 services: DocumentService.
+     */
+    public AuditEvent log(AuditEventType eventType, UUID actorId, UUID clubId, String description) {
+        return log(eventType, "System", clubId,
+                actorId, null, null, description, null, null);
+    }
+
     /**
      * Convenience overload with actorId for audit logging.
      */

cannamanage-service/src/main/java/de/cannamanage/service/BoardTermScheduler.java

@@ -0,0 +1,94 @@
+package de.cannamanage.service;
+
+import de.cannamanage.domain.entity.BoardMember;
+import de.cannamanage.domain.entity.BoardPosition;
+import de.cannamanage.domain.entity.Member;
+import de.cannamanage.domain.enums.NotificationType;
+import de.cannamanage.service.repository.BoardMemberRepository;
+import de.cannamanage.service.repository.BoardPositionRepository;
+import de.cannamanage.service.repository.MemberRepository;
+import org.slf4j.Logger;
+import org.slf4j.LoggerFactory;
+import org.springframework.boot.autoconfigure.condition.ConditionalOnProperty;
+import org.springframework.scheduling.annotation.Scheduled;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+
+import java.time.LocalDate;
+import java.util.List;
+
+/**
+ * Scheduler that checks daily for board members whose term is about to expire (within 30 days).
+ * Sends BOARD_TERM_EXPIRING notification once per board member.
+ * 
+ * Uses a 1-day window (day 29-30 before expiry) to ensure single delivery without extra flags.
+ */
+@Service
+@ConditionalOnProperty(name = "cannamanage.schedulers.enabled", havingValue = "true", matchIfMissing = true)
+public class BoardTermScheduler {
+
+    private static final Logger log = LoggerFactory.getLogger(BoardTermScheduler.class);
+
+    private final BoardMemberRepository boardMemberRepository;
+    private final BoardPositionRepository boardPositionRepository;
+    private final MemberRepository memberRepository;
+    private final NotificationService notificationService;
+
+    public BoardTermScheduler(BoardMemberRepository boardMemberRepository,
+                              BoardPositionRepository boardPositionRepository,
+                              MemberRepository memberRepository,
+                              NotificationService notificationService) {
+        this.boardMemberRepository = boardMemberRepository;
+        this.boardPositionRepository = boardPositionRepository;
+        this.memberRepository = memberRepository;
+        this.notificationService = notificationService;
+    }
+
+    /**
+     * Runs daily at 8:00 AM.
+     * Finds board members whose term ends within 30 days and sends notification.
+     * Uses a 1-day window to prevent duplicate sends on subsequent days.
+     */
+    @Scheduled(cron = "0 0 8 * * *")
+    @Transactional
+    public void checkExpiringTerms() {
+        log.info("Board term scheduler started");
+        LocalDate windowStart = LocalDate.now().plusDays(29);
+        LocalDate windowEnd = LocalDate.now().plusDays(30);
+
+        // Find current board members with term ending in the 1-day window
+        List<BoardMember> expiringMembers = boardMemberRepository.findAll()
+                .stream()
+                .filter(bm -> bm.getIsCurrent() != null && bm.getIsCurrent())
+                .filter(bm -> bm.getTermEnd() != null)
+                .filter(bm -> !bm.getTermEnd().isBefore(windowStart) && !bm.getTermEnd().isAfter(windowEnd))
+                .toList();
+
+        int notificationsSent = 0;
+
+        for (BoardMember boardMember : expiringMembers) {
+            Member member = memberRepository.findById(boardMember.getMemberId()).orElse(null);
+            if (member == null || member.getUserId() == null) {
+                continue;
+            }
+
+            // Look up position title
+            String positionName = boardPositionRepository.findById(boardMember.getPositionId())
+                    .map(BoardPosition::getTitle)
+                    .orElse("Vorstandsmitglied");
+
+            notificationService.sendNotification(
+                    member.getUserId(),
+                    NotificationType.BOARD_TERM_EXPIRING,
+                    "Amtszeit läuft ab",
+                    "Deine Amtszeit als " + positionName + " endet am " +
+                            boardMember.getTermEnd() +
+                            ". Bitte kontaktiere den Vorstand bezüglich Neuwahlen.",
+                    "/board"
+            );
+            notificationsSent++;
+        }
+
+        log.info("Board term scheduler completed: {} notifications sent", notificationsSent);
+    }
+}

cannamanage-service/src/main/java/de/cannamanage/service/DocumentService.java

@@ -138,4 +138,46 @@ public class DocumentService {
     public long getStorageUsage(UUID clubId) {
         return documentRepository.sumFileSizeByClubId(clubId);
     }
+
+    /**
+     * Archive a protocol PDF programmatically (no MultipartFile needed).
+     * Used by AssemblyService when auto-archiving assembly protocols.
+     *
+     * @return the document UUID
+     */
+    @Transactional
+    public UUID archiveProtocol(UUID clubId, String title, byte[] pdfBytes, UUID uploadedBy) {
+        UUID documentId = UUID.randomUUID();
+        String filename = title.replaceAll("[^a-zA-Z0-9äöüÄÖÜß\\s\\-]", "") + ".pdf";
+        String storagePath = clubId + "/" + documentId + "_" + filename;
+        Path fullPath = Paths.get(UPLOAD_BASE, storagePath);
+
+        try {
+            Files.createDirectories(fullPath.getParent());
+            Files.write(fullPath, pdfBytes);
+        } catch (IOException e) {
+            throw new RuntimeException("Failed to write protocol PDF to disk", e);
+        }
+
+        Document doc = new Document();
+        doc.setId(documentId);
+        doc.setClubId(clubId);
+        doc.setTitle(title);
+        doc.setCategory(DocumentCategory.PROTOKOLL);
+        doc.setFilename(filename);
+        doc.setContentType("application/pdf");
+        doc.setFileSize((long) pdfBytes.length);
+        doc.setStoragePath(storagePath);
+        doc.setAccessLevel(DocumentAccessLevel.ALL_MEMBERS);
+        doc.setDescription("Automatisch generiertes MV-Protokoll");
+        doc.setUploadedBy(uploadedBy);
+
+        documentRepository.save(doc);
+
+        auditService.log(AuditEventType.DOCUMENT_UPLOADED, uploadedBy, clubId,
+                "Protocol auto-archived: " + title);
+
+        log.info("Protocol archived: {} for club {}", title, clubId);
+        return documentId;
+    }
 }

cannamanage-service/src/main/java/de/cannamanage/service/FinanceService.java

@@ -30,17 +30,23 @@ public class FinanceService {
     private final PaymentRepository paymentRepository;
     private final LedgerEntryRepository ledgerEntryRepository;
     private final AuditService auditService;
+    private final NotificationService notificationService;
+    private final MemberRepository memberRepository;
 
     public FinanceService(FeeScheduleRepository feeScheduleRepository,
                          MemberFeeAssignmentRepository assignmentRepository,
                          PaymentRepository paymentRepository,
                          LedgerEntryRepository ledgerEntryRepository,
-                         AuditService auditService) {
+                         AuditService auditService,
+                         NotificationService notificationService,
+                         MemberRepository memberRepository) {
         this.feeScheduleRepository = feeScheduleRepository;
         this.assignmentRepository = assignmentRepository;
         this.paymentRepository = paymentRepository;
         this.ledgerEntryRepository = ledgerEntryRepository;
         this.auditService = auditService;
+        this.notificationService = notificationService;
+        this.memberRepository = memberRepository;
     }
 
     // === Fee Schedule CRUD ===
@@ -171,6 +177,21 @@ public class FinanceService {
                 saved.getId().toString(),
                 "Payment recorded: " + amountCents + " cents from member " + memberId);
 
+        // Notify member that their payment was recorded (PAYMENT_RECEIVED)
+        memberRepository.findById(memberId).ifPresent(member -> {
+            if (member.getUserId() != null) {
+                notificationService.sendNotification(
+                        member.getUserId(),
+                        NotificationType.PAYMENT_RECEIVED,
+                        "Zahlung erfasst",
+                        "Deine Zahlung über " + String.format("%.2f €", amountCents / 100.0) +
+                                " für den Zeitraum " + periodFrom + " bis " + periodTo +
+                                " wurde erfasst. Vielen Dank!",
+                        "/portal/finance"
+                );
+            }
+        });
+
         log.info("Payment recorded: {} cents from member {} for period {}-{} in club {}",
                 amountCents, memberId, periodFrom, periodTo, clubId);
 
@@ -296,6 +317,12 @@ public class FinanceService {
         return balance;
     }
 
+    // === Payment Lookup ===
+
+    public java.util.Optional<Payment> getPaymentById(UUID paymentId) {
+        return paymentRepository.findById(paymentId);
+    }
+
     // === Outstanding / Overdue Members ===
 
     public List<Map<String, Object>> getOutstandingMembers(UUID clubId) {
@@ -317,4 +344,27 @@ public class FinanceService {
 
         return outstanding;
     }
+
+    // === Reports ===
+
+    public FinancialReportService.AnnualReportData buildAnnualReportData(UUID clubId, int year) {
+        // Delegate to FinancialReportService for full report data building
+        // This is a stub that will be fleshed out when the full report is needed
+        throw new UnsupportedOperationException("Annual report data building not yet implemented — use FinancialReportService directly");
+    }
+
+    public byte[] exportLedgerCsv(UUID clubId, LocalDate from, LocalDate to) {
+        var entries = ledgerEntryRepository.findByClubIdAndTransactionDateBetween(clubId, from, to);
+        var sb = new StringBuilder();
+        sb.append("Datum;Typ;Kategorie;Betrag;Beschreibung;Referenz\n");
+        for (var entry : entries) {
+            sb.append(entry.getTransactionDate()).append(";");
+            sb.append(entry.getTransactionType()).append(";");
+            sb.append(entry.getCategory()).append(";");
+            sb.append(String.format("%.2f", entry.getAmountCents() / 100.0)).append(";");
+            sb.append(entry.getDescription() != null ? entry.getDescription() : "").append(";");
+            sb.append(entry.getReference() != null ? entry.getReference() : "").append("\n");
+        }
+        return sb.toString().getBytes(java.nio.charset.StandardCharsets.ISO_8859_1);
+    }
 }

cannamanage-service/src/main/java/de/cannamanage/service/NotificationService.java

@@ -146,6 +146,19 @@ public class NotificationService {
         return notificationRepository.countByUserIdAndReadFalse(userId);
     }
 
+    /**
+     * Send a notification to ALL active members in a specific club.
+     * Used by Assembly invitations and cancellations.
+     */
+    @Transactional
+    public void sendToAllMembers(UUID clubId, NotificationType type, String title, String message) {
+        var memberUserIds = memberRepository.findAllActiveUserIds();
+        for (UUID userId : memberUserIds) {
+            sendNotification(userId, type, title, message, null);
+        }
+        log.info("Notification sent to all {} members of club {}: {}", memberUserIds.size(), clubId, title);
+    }
+
     /**
      * Mark a single notification as read.
      */

cannamanage-service/src/main/java/de/cannamanage/service/PaymentReminderScheduler.java

@@ -0,0 +1,184 @@
+package de.cannamanage.service;
+
+import de.cannamanage.domain.entity.FeeSchedule;
+import de.cannamanage.domain.entity.Member;
+import de.cannamanage.domain.entity.MemberFeeAssignment;
+import de.cannamanage.domain.entity.Payment;
+import de.cannamanage.domain.enums.AuditEventType;
+import de.cannamanage.domain.enums.FeeInterval;
+import de.cannamanage.domain.enums.MemberStatus;
+import de.cannamanage.domain.enums.NotificationType;
+import de.cannamanage.service.repository.FeeScheduleRepository;
+import de.cannamanage.service.repository.MemberFeeAssignmentRepository;
+import de.cannamanage.service.repository.MemberRepository;
+import de.cannamanage.service.repository.PaymentRepository;
+import org.slf4j.Logger;
+import org.slf4j.LoggerFactory;
+import org.springframework.boot.autoconfigure.condition.ConditionalOnProperty;
+import org.springframework.scheduling.annotation.Scheduled;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+
+import java.time.LocalDate;
+import java.time.temporal.ChronoUnit;
+import java.util.List;
+import java.util.UUID;
+
+/**
+ * Scheduler that sends payment reminders on the 1st of each month at 9am.
+ * 
+ * Logic:
+ * - Find all active fee assignments (members who owe dues)
+ * - Check if they have a PAID payment for the current period
+ * - If not: send PAYMENT_REMINDER
+ * - If overdue > 30 days: send PAYMENT_OVERDUE (escalation)
+ * 
+ * Audit log each reminder sent for compliance (§147 AO).
+ */
+@Service
+@ConditionalOnProperty(name = "cannamanage.schedulers.enabled", havingValue = "true", matchIfMissing = true)
+public class PaymentReminderScheduler {
+
+    private static final Logger log = LoggerFactory.getLogger(PaymentReminderScheduler.class);
+
+    private final MemberFeeAssignmentRepository assignmentRepository;
+    private final FeeScheduleRepository feeScheduleRepository;
+    private final PaymentRepository paymentRepository;
+    private final MemberRepository memberRepository;
+    private final NotificationService notificationService;
+    private final AuditService auditService;
+
+    public PaymentReminderScheduler(MemberFeeAssignmentRepository assignmentRepository,
+                                    FeeScheduleRepository feeScheduleRepository,
+                                    PaymentRepository paymentRepository,
+                                    MemberRepository memberRepository,
+                                    NotificationService notificationService,
+                                    AuditService auditService) {
+        this.assignmentRepository = assignmentRepository;
+        this.feeScheduleRepository = feeScheduleRepository;
+        this.paymentRepository = paymentRepository;
+        this.memberRepository = memberRepository;
+        this.notificationService = notificationService;
+        this.auditService = auditService;
+    }
+
+    /**
+     * Runs on the 1st of each month at 9:00 AM.
+     * Finds members with overdue payments and sends reminders.
+     */
+    @Scheduled(cron = "0 0 9 1 * *")
+    @Transactional
+    public void sendPaymentReminders() {
+        log.info("Payment reminder scheduler started");
+        LocalDate today = LocalDate.now();
+
+        // Get all active fee assignments
+        List<MemberFeeAssignment> activeAssignments = assignmentRepository.findAll()
+                .stream()
+                .filter(a -> a.getValidTo() == null)
+                .toList();
+
+        int remindersSent = 0;
+        int escalationsSent = 0;
+
+        for (MemberFeeAssignment assignment : activeAssignments) {
+            UUID memberId = assignment.getMemberId();
+            UUID clubId = assignment.getClubId();
+
+            // Look up the fee schedule to determine interval
+            FeeSchedule schedule = feeScheduleRepository.findById(assignment.getFeeScheduleId()).orElse(null);
+            if (schedule == null) {
+                continue;
+            }
+
+            // Determine current billing period based on fee interval
+            LocalDate periodStart = calculatePeriodStart(today, schedule.getInterval());
+            LocalDate periodEnd = calculatePeriodEnd(today, schedule.getInterval());
+
+            // Check if payment exists for current period
+            List<Payment> payments = paymentRepository.findPaidByMemberAndPeriod(
+                    clubId, memberId, periodStart, periodEnd);
+
+            if (payments.isEmpty()) {
+                Member member = memberRepository.findById(memberId).orElse(null);
+                if (member == null || member.getStatus() != MemberStatus.ACTIVE) {
+                    continue;
+                }
+                if (member.getUserId() == null) {
+                    continue;
+                }
+
+                long daysOverdue = ChronoUnit.DAYS.between(periodStart, today);
+
+                if (daysOverdue > 30) {
+                    // Escalation: overdue > 30 days
+                    notificationService.sendNotification(
+                            member.getUserId(),
+                            NotificationType.PAYMENT_OVERDUE,
+                            "Zahlungsrückstand",
+                            "Dein Mitgliedsbeitrag ist seit über 30 Tagen überfällig. " +
+                                    "Bitte begleiche den ausstehenden Betrag zeitnah.",
+                            "/portal/finance"
+                    );
+                    escalationsSent++;
+
+                    auditService.log(AuditEventType.PAYMENT_RECORDED, "Payment",
+                            UUID.randomUUID(), null, "System",
+                            "SCHEDULER", "Payment overdue escalation sent to member " + memberId,
+                            null, null);
+                } else {
+                    // Standard reminder
+                    notificationService.sendNotification(
+                            member.getUserId(),
+                            NotificationType.PAYMENT_REMINDER,
+                            "Beitragserinnerung",
+                            "Dein Mitgliedsbeitrag für den aktuellen Zeitraum ist noch offen. " +
+                                    "Bitte überweise den fälligen Betrag.",
+                            "/portal/finance"
+                    );
+                    remindersSent++;
+
+                    auditService.log(AuditEventType.PAYMENT_RECORDED, "Payment",
+                            UUID.randomUUID(), null, "System",
+                            "SCHEDULER", "Payment reminder sent to member " + memberId,
+                            null, null);
+                }
+            }
+        }
+
+        log.info("Payment reminder scheduler completed: {} reminders, {} escalations sent",
+                remindersSent, escalationsSent);
+    }
+
+    private LocalDate calculatePeriodStart(LocalDate today, FeeInterval interval) {
+        return switch (interval) {
+            case MONTHLY -> today.withDayOfMonth(1);
+            case QUARTERLY -> {
+                int quarter = (today.getMonthValue() - 1) / 3;
+                yield today.withMonth(quarter * 3 + 1).withDayOfMonth(1);
+            }
+            case SEMI_ANNUAL -> {
+                int half = (today.getMonthValue() - 1) / 6;
+                yield today.withMonth(half * 6 + 1).withDayOfMonth(1);
+            }
+            case ANNUAL -> today.withMonth(1).withDayOfMonth(1);
+        };
+    }
+
+    private LocalDate calculatePeriodEnd(LocalDate today, FeeInterval interval) {
+        return switch (interval) {
+            case MONTHLY -> today.withDayOfMonth(today.lengthOfMonth());
+            case QUARTERLY -> {
+                int quarter = (today.getMonthValue() - 1) / 3;
+                LocalDate quarterStart = today.withMonth(quarter * 3 + 1).withDayOfMonth(1);
+                yield quarterStart.plusMonths(3).minusDays(1);
+            }
+            case SEMI_ANNUAL -> {
+                int half = (today.getMonthValue() - 1) / 6;
+                LocalDate halfStart = today.withMonth(half * 6 + 1).withDayOfMonth(1);
+                yield halfStart.plusMonths(6).minusDays(1);
+            }
+            case ANNUAL -> today.withMonth(12).withDayOfMonth(31);
+        };
+    }
+}

cannamanage-service/src/main/java/de/cannamanage/service/PlanTierService.java

@@ -17,6 +17,9 @@ import java.util.UUID;
  * - Info Board: Starter = 5 posts/month, Pro/Enterprise = unlimited
  * - Events: all tiers (no limit)
  * - Notifications: all tiers
+ * - Finance/Kassenbuch: Starter = last 3 months, Pro/Enterprise = full history
+ * - Assemblies: Starter = 1 MV/year, Pro/Enterprise = unlimited
+ * - Documents: Starter = 100MB, Pro = 1GB, Enterprise = unlimited
  */
 @Slf4j
 @Service
@@ -26,6 +29,12 @@ public class PlanTierService {
     private static final int STARTER_INFO_BOARD_CATEGORIES_LIMIT = 3;
     private static final int PRO_FORUM_CATEGORIES_LIMIT = 5;
 
+    // Sprint 8 tier limits
+    private static final int STARTER_KASSENBUCH_MONTHS = 3;
+    private static final int STARTER_ASSEMBLIES_PER_YEAR = 1;
+    private static final long STARTER_DOCUMENT_STORAGE_BYTES = 100L * 1024 * 1024; // 100MB
+    private static final long PRO_DOCUMENT_STORAGE_BYTES = 1024L * 1024 * 1024; // 1GB
+
     private final SubscriptionRepository subscriptionRepository;
 
     public PlanTierService(SubscriptionRepository subscriptionRepository) {
@@ -142,4 +151,71 @@ public class PlanTierService {
     public boolean isEnterprise(UUID clubId) {
         return getClubTier(clubId) == PlanTier.ENTERPRISE;
     }
+
+    // === Sprint 8: Finance Tier Limits ===
+
+    /**
+     * Get the maximum number of months of Kassenbuch history a club can view.
+     * Starter: 3 months, Pro/Enterprise: unlimited (0 = no limit).
+     */
+    public int getKassenbuchMonthsLimit(UUID clubId) {
+        PlanTier tier = getClubTier(clubId);
+        if (tier == PlanTier.STARTER || tier == PlanTier.TRIAL) {
+            return STARTER_KASSENBUCH_MONTHS;
+        }
+        return 0; // unlimited
+    }
+
+    /**
+     * Check if a club can create a new assembly (Mitgliederversammlung) this year.
+     * Starter: 1 per year, Pro/Enterprise: unlimited.
+     * 
+     * @throws QuotaExceededException if assembly limit is reached
+     */
+    public void checkAssemblyLimit(UUID clubId, int assembliesThisYear) {
+        PlanTier tier = getClubTier(clubId);
+        if ((tier == PlanTier.STARTER || tier == PlanTier.TRIAL)
+                && assembliesThisYear >= STARTER_ASSEMBLIES_PER_YEAR) {
+            log.warn("Assembly limit reached for club {} (tier: {}, count: {})", clubId, tier, assembliesThisYear);
+            throw new QuotaExceededException(
+                    QuotaViolationCode.TIER_UPGRADE_REQUIRED,
+                    "Im Starter-Tarif ist maximal " + STARTER_ASSEMBLIES_PER_YEAR +
+                    " Mitgliederversammlung pro Jahr möglich. " +
+                    "Upgrade auf Pro für unbegrenzte Versammlungen."
+            );
+        }
+    }
+
+    /**
+     * Check if a club can upload more documents based on storage limit.
+     * Starter: 100MB, Pro: 1GB, Enterprise: unlimited.
+     * 
+     * @throws QuotaExceededException if storage limit is exceeded
+     */
+    public void checkDocumentStorageLimit(UUID clubId, long currentUsageBytes, long newFileSize) {
+        PlanTier tier = getClubTier(clubId);
+        long limit = getDocumentStorageLimit(tier);
+
+        if (limit > 0 && (currentUsageBytes + newFileSize) > limit) {
+            String limitStr = tier == PlanTier.STARTER || tier == PlanTier.TRIAL ? "100 MB" : "1 GB";
+            log.warn("Document storage limit reached for club {} (tier: {}, usage: {} bytes)", clubId, tier, currentUsageBytes);
+            throw new QuotaExceededException(
+                    QuotaViolationCode.TIER_UPGRADE_REQUIRED,
+                    "Speicherlimit erreicht (" + limitStr + "). " +
+                    "Upgrade deinen Tarif für mehr Speicherplatz."
+            );
+        }
+    }
+
+    /**
+     * Get the document storage limit in bytes for a tier.
+     * Returns 0 for unlimited (Enterprise).
+     */
+    public long getDocumentStorageLimit(PlanTier tier) {
+        return switch (tier) {
+            case TRIAL, STARTER -> STARTER_DOCUMENT_STORAGE_BYTES;
+            case PRO -> PRO_DOCUMENT_STORAGE_BYTES;
+            case ENTERPRISE -> 0L; // unlimited
+        };
+    }
 }

cannamanage-service/src/main/java/de/cannamanage/service/ReceiptPdfService.java

@@ -81,9 +81,9 @@ public class ReceiptPdfService {
             title.setSpacingAfter(5);
             document.add(title);
 
-            // Receipt number
+            // Receipt number (use reference or generate from ID)
-            String receiptNr = payment.getReceiptNumber() != null
+            String receiptNr = payment.getReference() != null
-                    ? payment.getReceiptNumber()
+                    ? payment.getReference()
                     : "CM-" + payment.getId().toString().substring(0, 8).toUpperCase();
             Paragraph nrPara = new Paragraph("Nr. " + receiptNr, RECEIPT_NR_FONT);
             nrPara.setAlignment(Element.ALIGN_CENTER);
@@ -98,15 +98,15 @@ public class ReceiptPdfService {
             detailsTable.setSpacingAfter(20);
 
             addDetailRow(detailsTable, "Erhalten von:", getMemberDisplayName(member));
-            addDetailRow(detailsTable, "Mitgliedsnr.:", member.getMemberNumber() != null
+            addDetailRow(detailsTable, "Mitgliedsnr.:", member.getMembershipNumber() != null
-                    ? member.getMemberNumber() : "—");
+                    ? member.getMembershipNumber() : "—");
 
             // Amount - formatted as Euro
             BigDecimal amount = BigDecimal.valueOf(payment.getAmountCents()).divide(BigDecimal.valueOf(100));
             String amountStr = String.format(Locale.GERMAN, "%,.2f €", amount);
             addDetailRow(detailsTable, "Betrag:", amountStr, AMOUNT_FONT);
 
-            addDetailRow(detailsTable, "Datum:", payment.getPaymentDate().format(DATE_FMT));
+            addDetailRow(detailsTable, "Datum:", payment.getPaidAt().atZone(java.time.ZoneId.of("Europe/Berlin")).format(DATE_FMT));
             addDetailRow(detailsTable, "Zahlungsart:", translatePaymentMethod(payment.getPaymentMethod().name()));
 
             // Period covered

scripts/seed/init.sql

@@ -122,3 +122,78 @@ VALUES
     ('h1000000-0000-0000-0000-000000000004', 'a1000000-0000-0000-0000-000000000001',
      'e1000000-0000-0000-0000-000000000001', 'DISTRIBUTION', -8.00, 'Distributed to members')
 ON CONFLICT DO NOTHING;
+
+-- ============================================================================
+-- Sprint 8: Fee Schedules (2 tiers)
+-- ============================================================================
+INSERT INTO fee_schedules (id, tenant_id, club_id, name, amount_cents, interval, is_default, is_active)
+VALUES
+    ('f8000000-0000-0000-0000-000000000001', 'a1000000-0000-0000-0000-000000000001',
+     'a1000000-0000-0000-0000-000000000001', 'Regulär', 3000, 'MONTHLY', true, true),
+    ('f8000000-0000-0000-0000-000000000002', 'a1000000-0000-0000-0000-000000000001',
+     'a1000000-0000-0000-0000-000000000001', 'Ermäßigt', 1500, 'MONTHLY', false, true)
+ON CONFLICT DO NOTHING;
+
+-- ============================================================================
+-- Sprint 8: Fee Assignments (members assigned to fee schedules)
+-- ============================================================================
+INSERT INTO member_fee_assignments (id, tenant_id, member_id, club_id, fee_schedule_id, valid_from)
+VALUES
+    ('f8100000-0000-0000-0000-000000000001', 'a1000000-0000-0000-0000-000000000001',
+     'c1000000-0000-0000-0000-000000000001', 'a1000000-0000-0000-0000-000000000001',
+     'f8000000-0000-0000-0000-000000000001', '2024-01-15'),
+    ('f8100000-0000-0000-0000-000000000002', 'a1000000-0000-0000-0000-000000000001',
+     'c1000000-0000-0000-0000-000000000002', 'a1000000-0000-0000-0000-000000000001',
+     'f8000000-0000-0000-0000-000000000001', '2024-01-20'),
+    ('f8100000-0000-0000-0000-000000000003', 'a1000000-0000-0000-0000-000000000001',
+     'c1000000-0000-0000-0000-000000000003', 'a1000000-0000-0000-0000-000000000001',
+     'f8000000-0000-0000-0000-000000000002', '2024-02-01'),
+    ('f8100000-0000-0000-0000-000000000004', 'a1000000-0000-0000-0000-000000000001',
+     'c1000000-0000-0000-0000-000000000004', 'a1000000-0000-0000-0000-000000000001',
+     'f8000000-0000-0000-0000-000000000001', '2024-02-15')
+ON CONFLICT DO NOTHING;
+
+-- ============================================================================
+-- Sprint 8: Sample Payments
+-- ============================================================================
+INSERT INTO payments (id, tenant_id, club_id, member_id, amount_cents, payment_method, status, period_from, period_to, paid_at, recorded_by)
+VALUES
+    ('f8200000-0000-0000-0000-000000000001', 'a1000000-0000-0000-0000-000000000001',
+     'a1000000-0000-0000-0000-000000000001', 'c1000000-0000-0000-0000-000000000001',
+     3000, 'BANK_TRANSFER', 'PAID', '2024-12-01', '2024-12-31',
+     '2024-12-03 09:00:00+01', 'b1000000-0000-0000-0000-000000000001'),
+    ('f8200000-0000-0000-0000-000000000002', 'a1000000-0000-0000-0000-000000000001',
+     'a1000000-0000-0000-0000-000000000001', 'c1000000-0000-0000-0000-000000000002',
+     3000, 'CASH', 'PAID', '2024-12-01', '2024-12-31',
+     '2024-12-05 14:30:00+01', 'b1000000-0000-0000-0000-000000000001'),
+    ('f8200000-0000-0000-0000-000000000003', 'a1000000-0000-0000-0000-000000000001',
+     'a1000000-0000-0000-0000-000000000001', 'c1000000-0000-0000-0000-000000000001',
+     3000, 'BANK_TRANSFER', 'PAID', '2025-01-01', '2025-01-31',
+     '2025-01-02 10:00:00+01', 'b1000000-0000-0000-0000-000000000001')
+ON CONFLICT DO NOTHING;
+
+-- ============================================================================
+-- Sprint 8: Board Positions (Vorstandspositionen)
+-- ============================================================================
+INSERT INTO board_positions (id, tenant_id, club_id, title, description, is_active, sort_order)
+VALUES
+    ('f8300000-0000-0000-0000-000000000001', 'a1000000-0000-0000-0000-000000000001',
+     'a1000000-0000-0000-0000-000000000001', '1. Vorsitzender',
+     'Gesetzlicher Vertreter nach §26 BGB', true, 1),
+    ('f8300000-0000-0000-0000-000000000002', 'a1000000-0000-0000-0000-000000000001',
+     'a1000000-0000-0000-0000-000000000001', 'Kassenwart',
+     'Verantwortlich für Finanzen und Kassenbuch', true, 2)
+ON CONFLICT DO NOTHING;
+
+-- ============================================================================
+-- Sprint 8: Board Members (assigned to positions)
+-- ============================================================================
+INSERT INTO board_members (id, tenant_id, club_id, position_id, member_id, elected_at, term_start, term_end, is_current)
+VALUES
+    ('f8400000-0000-0000-0000-000000000001', 'a1000000-0000-0000-0000-000000000001',
+     'a1000000-0000-0000-0000-000000000001', 'f8300000-0000-0000-0000-000000000001',
+     'c1000000-0000-0000-0000-000000000001', '2024-01-15', '2024-01-15', '2026-01-15', true),
+    ('f8400000-0000-0000-0000-000000000002', 'a1000000-0000-0000-0000-000000000001',
+     'a1000000-0000-0000-0000-000000000001', 'f8300000-0000-0000-0000-000000000002',
+     'c1000000-0000-0000-0000-000000000004', '2024-01-15', '2024-01-15', '2026-01-15', true)
+ON CONFLICT DO NOTHING;