feat: Service compute_breakdown – System-Plan/Szenario, Doppelzählungs-Hinweis (A13-T4)

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
2026-09-29 16:20:38 +02:00
parent 9e804cd349
commit 1cded22e90
2 changed files with 137 additions and 0 deletions
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+"""Aufteilung (Ausbaustufe 13): Brücke DB -> engine/breakdown.py.
+
+scenario=None ist „System-Plan" (reine Planung, alle Kredite, keine
+Modifikatoren) - dieselbe Datenbasis wie load_scenario_inputs(None).
+"""
+from dataclasses import dataclass
+from datetime import date
+from decimal import Decimal
+
+from sqlalchemy import select
+from sqlalchemy.orm import Session
+
+from app.engine.breakdown import (BreakdownRow, Filters, PlainLoan, Summary,
+                                  breakdown_rows, summarize)
+from app.engine.loans import loan_schedule
+from app.models.tables import Category, Scenario
+from app.reserved import SYSTEM_PREFIX
+from app.services.double_count import Konflikt, all_conflicts
+from app.services.planning_chart import KREDITRATEN, UNKATEGORISIERT
+from app.services.projection_service import load_scenario_inputs
+
+PLAN_NAME = f"{SYSTEM_PREFIX}Plan"
+
+
+@dataclass(frozen=True)
+class Breakdown:
+    month: date
+    rows: list[BreakdownRow]
+    summary: Summary
+    conflicts: list[Konflikt]
+
+
+def compute_breakdown(session: Session, month: date, scenario: Scenario | None,
+                      filters: Filters) -> Breakdown:
+    inputs = load_scenario_inputs(session, scenario)
+    names = {c.id: c.name for c in session.execute(select(Category)).scalars()}
+    loans = [PlainLoan(l.id, l.name,
+                       loan_schedule(Decimal(l.principal), Decimal(l.annual_rate_pct),
+                                     l.term_months, l.payout_date, l.repayment_type))
+             for l in inputs.loans]
+    rows = breakdown_rows(month, inputs.recurring, inputs.planned, loans,
+                          inputs.modifiers, filters, category_names=names,
+                          loan_category=KREDITRATEN, uncategorized=UNKATEGORISIERT)
+    # Doppelzählungs-Hinweis nur, wenn Fixposten UND Kredit hier als Zeile stehen.
+    posten = {r.recurring_id for r in rows if r.recurring_id is not None}
+    kredite = {r.loan_id for r in rows if r.loan_id is not None}
+    conflicts = [k for k in all_conflicts(session)
+                 if k.posten_id in posten and k.kredit_id in kredite]
+    return Breakdown(month.replace(day=1), rows, summarize(rows), conflicts)