feat: SQL-Views und Grafana-Provisionierung

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

finance/app/main.py

@@ -1,4 +1,5 @@
 import hmac
+from contextlib import asynccontextmanager
 
 from fastapi import FastAPI, Form, Request
 from fastapi.responses import HTMLResponse, RedirectResponse
@@ -6,11 +7,20 @@ from fastapi.staticfiles import StaticFiles
 
 from app import auth
 from app.config import get_settings
+from app.db import get_engine
+from app.models.views import create_views
 from app.routers import (accounts, categories, gui, imports, planning,
                          scenarios, transactions)
 from app.routers.gui import templates
 
-app = FastAPI(title="Finanzberatungs-Tool")
+
+@asynccontextmanager
+async def lifespan(app: FastAPI):
+    create_views(get_engine())
+    yield
+
+
+app = FastAPI(title="Finanzberatungs-Tool", lifespan=lifespan)
 
 app.mount("/static", StaticFiles(directory="app/static"), name="static")
 

finance/app/models/views.py

@@ -0,0 +1,33 @@
+from sqlalchemy import text
+from sqlalchemy.engine import Engine
+
+VIEWS: dict[str, str] = {
+    "v_balance_history": """
+        SELECT t.booking_date AS day, a.name AS account,
+               SUM(SUM(t.amount)) OVER (PARTITION BY a.id
+                                        ORDER BY t.booking_date) AS balance
+        FROM transactions t JOIN accounts a ON a.id = t.account_id
+        WHERE t.status = 'confirmed'
+        GROUP BY a.id, a.name, t.booking_date""",
+    "v_balance_total": """
+        SELECT booking_date AS day,
+               SUM(SUM(amount)) OVER (ORDER BY booking_date) AS balance
+        FROM transactions WHERE status = 'confirmed' GROUP BY booking_date""",
+    "v_monthly_by_category": """
+        SELECT date_trunc('month', t.booking_date) AS month,
+               COALESCE(c.name, 'unkategorisiert') AS category,
+               SUM(t.amount) AS total
+        FROM transactions t LEFT JOIN categories c ON c.id = t.category_id
+        WHERE t.status = 'confirmed' GROUP BY 1, 2""",
+    "v_projection": """
+        SELECT s.name AS scenario, p.day, p.balance
+        FROM projection_points p JOIN scenarios s ON s.id = p.scenario_id""",
+}
+
+
+def create_views(engine: Engine) -> None:
+    if engine.dialect.name != "postgresql":
+        return
+    with engine.begin() as conn:
+        for name, body in VIEWS.items():
+            conn.execute(text(f"CREATE OR REPLACE VIEW {name} AS {body}"))