feat: Seite Aufteilung – Auswahl, Kennzahlen, Tabelle, Tortendiagramm (A13-T5)

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>

finance/app/routers/gui.py

@@ -1,4 +1,5 @@
 import logging
+import re
 from datetime import date, timedelta
 from decimal import Decimal
 from typing import Callable
@@ -13,10 +14,12 @@ from app.config import get_settings
 from app.db import get_session
 from app.engine.loans import add_months
 from app.engine.recurrence import occurrences
-from app.formats import de_label, eur
+from app.engine.breakdown import FREI, BreakdownRow, Filters, share
+from app.engine.pie import pie_slices
+from app.formats import de_label, eur, pct
 from app.models.tables import (Account, Category, PlannedItem,
                                ProjectionResult, RecurringItem,
-                               ScenarioLoan, ScenarioModifier,
+                               Scenario, ScenarioLoan, ScenarioModifier,
                                ScenarioPlannedItem, Transaction)
 from app.routers.imports import list_imports as _list_imports
 from app.routers.imports import preview as _preview_import
@@ -27,6 +30,7 @@ from app.routers.planning import recurring_suggestions as _recurring_suggestions
 from app.routers.scenarios import list_scenarios as _list_scenarios
 from app.routers.transactions import count_transactions, list_transactions, normalize_sort
 from app.services.balances import account_balance, total_balance
+from app.services.breakdown import PLAN_NAME, compute_breakdown
 from app.services.double_count import all_conflicts
 from app.services.planning_chart import refresh_planning_chart
 from app.services.projection_service import refresh_stale_projections
@@ -54,6 +58,7 @@ def grafana_public_base(request: Request) -> str:
 templates.env.globals["grafana_public_base"] = grafana_public_base
 templates.env.filters["eur"] = eur
 templates.env.filters["de_label"] = de_label
+templates.env.filters["pct"] = pct
 router = APIRouter()
 
 log = logging.getLogger(__name__)
@@ -374,3 +379,86 @@ def szenarien_page(request: Request, session: Session = Depends(get_session)):
         "scenario_rows": _scenario_rows(session, scenarios, loans),
         "modifier_kinds": ["percent", "absolute", "remove", "ende"],
     })
+
+
+# --- Aufteilung (Ausbaustufe 13) ---
+
+FEHLER_SZENARIO_VERGANGENHEIT = ("Szenarien sind erst ab dem laufenden Monat wählbar. "
+                                 "Für vergangene Monate „System-Plan“ wählen.")
+
+
+def _parse_monat(value: str | None, today: date) -> date | None:
+    """„JJJJ-MM" -> Monatserster; leer -> laufender Monat; ungültig -> None."""
+    if not value:
+        return today.replace(day=1)
+    m = re.fullmatch(r"(\d{4})-(\d{2})", value.strip())
+    if not m or not 1 <= int(m.group(2)) <= 12:
+        return None
+    return date(int(m.group(1)), int(m.group(2)), 1)
+
+
+def _art(row: BreakdownRow) -> str:
+    if row.kind == "recurring":
+        return f"Fixposten ({de_label(row.rhythm)})"
+    return "Einmalposten" if row.kind == "planned" else "Kredit"
+
+
+def _segmente(slices) -> list[dict]:
+    return [{"s": s, "q": None, "gewaehlt": False, "zusatz": None} for s in slices]
+
+
+def _aufteilung_context(session: Session, today: date, monat: str | None,
+                        szenario: str | None, fixposten: str | None,
+                        einmal: str | None, kredite: str | None,
+                        gesendet: str | None) -> dict:
+    # Erstaufruf (ohne gesendet): alle Filter an. Nach Absenden zählt nur,
+    # was angehakt ist - der Browser sendet leere Checkboxen gar nicht.
+    filters = (Filters(recurring=fixposten == "1", planned=einmal == "1",
+                       loans=kredite == "1") if gesendet else Filters())
+    ctx: dict = {
+        "scenarios": session.execute(select(Scenario).order_by(Scenario.name)).scalars().all(),
+        "filters": filters, "plan_name": PLAN_NAME,
+        "monat_wert": monat or today.strftime("%Y-%m"), "monat_anzeige": None,
+        "szenario_id": None, "szenario_name": PLAN_NAME, "error": None, "b": None,
+    }
+    month = _parse_monat(monat, today)
+    if month is None:
+        ctx["error"] = f"Ungültiger Monat „{monat}“ – bitte im Format JJJJ-MM wählen."
+        return ctx
+    ctx["monat_wert"] = month.strftime("%Y-%m")
+    ctx["monat_anzeige"] = month.strftime("%m.%Y")
+    scenario = None
+    if szenario:
+        valid_id = szenario.isdigit() and len(szenario) <= 9  # kein Integer-Überlauf in der DB
+        scenario = session.get(Scenario, int(szenario)) if valid_id else None
+        if scenario is None:
+            ctx["error"] = "Unbekanntes Szenario – bitte neu wählen."
+            return ctx
+        ctx["szenario_id"], ctx["szenario_name"] = scenario.id, scenario.name
+        if month < today.replace(day=1):
+            ctx["error"] = FEHLER_SZENARIO_VERGANGENHEIT
+            return ctx
+    b = compute_breakdown(session, month, scenario, filters)
+    s = b.summary
+    ctx.update({
+        "b": b, "s": s,
+        "zeilen": [{"r": r, "art": _art(r), "einnahme": r.amount > 0,
+                    "anteil": share(r.amount, s.income) if r.amount < 0 else None}
+                   for r in b.rows],
+        "frei_anteil": share(s.free, s.income),
+        "haupt": _segmente(pie_slices(s.category_costs, rest=s.pie_rest, rest_label=FREI)),
+        "haupt_titel": ("Anteile an den Einkünften" if s.pie_on_income
+                        else "Anteile an den Gesamtkosten"),
+    })
+    return ctx
+
+
+@router.get("/aufteilung", dependencies=[Depends(gui_session)])
+def aufteilung_page(request: Request, monat: str | None = None,
+                    szenario: str | None = None, fixposten: str | None = None,
+                    einmal: str | None = None, kredite: str | None = None,
+                    gesendet: str | None = None,
+                    session: Session = Depends(get_session)):
+    ctx = _aufteilung_context(session, date.today(), monat, szenario, fixposten,
+                              einmal, kredite, gesendet)
+    return templates.TemplateResponse(request, "aufteilung.html", ctx)