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}"))

finance/grafana/dashboards/finanzen.json

@@ -0,0 +1,171 @@
+{
+  "uid": "finanzen",
+  "title": "Finanzen",
+  "schemaVersion": 39,
+  "version": 1,
+  "editable": true,
+  "timezone": "browser",
+  "tags": ["finanzen"],
+  "time": {
+    "from": "now-1y",
+    "to": "now"
+  },
+  "refresh": "",
+  "panels": [
+    {
+      "id": 1,
+      "type": "timeseries",
+      "title": "Kontostand-Verlauf",
+      "datasource": {
+        "type": "postgres",
+        "uid": "FinanzDB"
+      },
+      "gridPos": { "h": 8, "w": 12, "x": 0, "y": 0 },
+      "fieldConfig": {
+        "defaults": {
+          "custom": {
+            "drawStyle": "line",
+            "lineWidth": 1,
+            "fillOpacity": 0
+          },
+          "unit": "currencyEUR"
+        },
+        "overrides": []
+      },
+      "options": {
+        "legend": { "displayMode": "list", "placement": "bottom" },
+        "tooltip": { "mode": "multi" }
+      },
+      "targets": [
+        {
+          "refId": "A",
+          "datasource": {
+            "type": "postgres",
+            "uid": "FinanzDB"
+          },
+          "format": "time_series",
+          "rawSql": "SELECT day AS time, account AS metric, balance AS value FROM v_balance_history ORDER BY day",
+          "rawQuery": true
+        }
+      ]
+    },
+    {
+      "id": 2,
+      "type": "timeseries",
+      "title": "Gesamt-Saldo",
+      "datasource": {
+        "type": "postgres",
+        "uid": "FinanzDB"
+      },
+      "gridPos": { "h": 8, "w": 12, "x": 12, "y": 0 },
+      "fieldConfig": {
+        "defaults": {
+          "custom": {
+            "drawStyle": "line",
+            "lineWidth": 2,
+            "fillOpacity": 10
+          },
+          "unit": "currencyEUR"
+        },
+        "overrides": []
+      },
+      "options": {
+        "legend": { "displayMode": "list", "placement": "bottom" },
+        "tooltip": { "mode": "single" }
+      },
+      "targets": [
+        {
+          "refId": "A",
+          "datasource": {
+            "type": "postgres",
+            "uid": "FinanzDB"
+          },
+          "format": "time_series",
+          "rawSql": "SELECT day AS time, balance AS value FROM v_balance_total ORDER BY day",
+          "rawQuery": true
+        }
+      ]
+    },
+    {
+      "id": 3,
+      "type": "barchart",
+      "title": "Monat nach Kategorie",
+      "datasource": {
+        "type": "postgres",
+        "uid": "FinanzDB"
+      },
+      "gridPos": { "h": 8, "w": 12, "x": 0, "y": 8 },
+      "fieldConfig": {
+        "defaults": {
+          "custom": {
+            "stacking": { "mode": "normal", "group": "A" }
+          },
+          "unit": "currencyEUR"
+        },
+        "overrides": []
+      },
+      "options": {
+        "legend": { "displayMode": "list", "placement": "bottom" },
+        "stacking": "normal",
+        "xTickLabelRotation": 0
+      },
+      "targets": [
+        {
+          "refId": "A",
+          "datasource": {
+            "type": "postgres",
+            "uid": "FinanzDB"
+          },
+          "format": "time_series",
+          "rawSql": "SELECT month AS time, category AS metric, total AS value FROM v_monthly_by_category ORDER BY month",
+          "rawQuery": true
+        }
+      ]
+    },
+    {
+      "id": 4,
+      "type": "timeseries",
+      "title": "Szenario-Vergleich",
+      "datasource": {
+        "type": "postgres",
+        "uid": "FinanzDB"
+      },
+      "gridPos": { "h": 8, "w": 12, "x": 12, "y": 8 },
+      "fieldConfig": {
+        "defaults": {
+          "custom": {
+            "drawStyle": "line",
+            "lineWidth": 1,
+            "fillOpacity": 0,
+            "thresholdsStyle": { "mode": "line" }
+          },
+          "unit": "currencyEUR",
+          "thresholds": {
+            "mode": "absolute",
+            "steps": [
+              { "color": "red", "value": 0 },
+              { "color": "orange", "value": 500 }
+            ]
+          }
+        },
+        "overrides": []
+      },
+      "options": {
+        "legend": { "displayMode": "list", "placement": "bottom" },
+        "tooltip": { "mode": "multi" }
+      },
+      "targets": [
+        {
+          "refId": "A",
+          "datasource": {
+            "type": "postgres",
+            "uid": "FinanzDB"
+          },
+          "format": "time_series",
+          "rawSql": "SELECT day AS time, scenario AS metric, balance AS value FROM v_projection ORDER BY day",
+          "rawQuery": true
+        }
+      ]
+    }
+  ]
+}

finance/grafana/provisioning/dashboards/provider.yaml

@@ -0,0 +1,6 @@
+apiVersion: 1
+providers:
+  - name: finanzen
+    type: file
+    options:
+      path: /var/lib/grafana/dashboards

finance/grafana/provisioning/datasources/postgres.yaml

@@ -0,0 +1,12 @@
+apiVersion: 1
+datasources:
+  - name: FinanzDB
+    type: postgres
+    access: proxy
+    url: localhost:5432
+    user: finance_read
+    jsonData:
+      database: finance
+      sslmode: disable
+    secureJsonData:
+      password: ${FINANCE_READ_PASSWORD}