feat: Inline-Bearbeiten fuer Fixposten, Einmalposten, Kredite und Szenario-Kopf

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

finance/app/templates/planning.html

@@ -11,7 +11,7 @@
     </thead>
     <tbody>
       {% for r in recurring %}
-      <tr>
+      <tr id="rec-row-{{ r.id }}">
         <td>{{ r.name }}</td>
         <td class="{{ 'neg' if r.amount < 0 else '' }}">{{ r.amount|eur }} €</td>
         <td>{{ r.rhythm|de_label }}</td>
@@ -20,6 +20,7 @@
         <td>{{ r.end_date.strftime('%d.%m.%Y') if r.end_date else '–' }}</td>
         <td>{{ category_names.get(r.category_id, '–') }}</td>
         <td>
+          <button type="button" onclick="toggleEdit('rec', {{ r.id }}, true)">Bearbeiten</button>
           <form class="inline-form" hx-delete="/api/recurring/{{ r.id }}" hx-swap="none"
                 hx-confirm="„{{ r.name }}“ wirklich löschen?"
                 hx-on::after-request="if(event.detail.successful){window.location.reload()}">
@@ -27,6 +28,31 @@
           </form>
         </td>
       </tr>
+      <tr id="rec-edit-{{ r.id }}" hidden>
+        <td colspan="8">
+          <form hx-ext="json-form" hx-patch="/api/recurring/{{ r.id }}" hx-swap="none"
+                hx-on::after-request="if(event.detail.successful){window.location.reload()}">
+            <label>Name <input type="text" name="name" value="{{ r.name }}" required></label>
+            <label>Betrag <input type="text" name="amount" data-type="amount" value="{{ r.amount|eur }}" required></label>
+            <label>Rhythmus
+              <select name="rhythm" data-type="str">
+                {% for rh in rhythms %}<option value="{{ rh }}" {% if rh == r.rhythm %}selected{% endif %}>{{ rh|de_label }}</option>{% endfor %}
+              </select>
+            </label>
+            <label>Fälligkeitstag <input type="number" name="due_day" data-type="int" min="1" max="31" value="{{ r.due_day }}" required></label>
+            <label>Start <input type="date" name="start_date" value="{{ r.start_date.isoformat() if r.start_date else '' }}"></label>
+            <label>Ende <input type="date" name="end_date" value="{{ r.end_date.isoformat() if r.end_date else '' }}"></label>
+            <label>Kategorie
+              <select name="category_id" data-type="int">
+                <option value="">–</option>
+                {% for c in categories %}<option value="{{ c.id }}" {% if c.id == r.category_id %}selected{% endif %}>{{ c.name }}</option>{% endfor %}
+              </select>
+            </label>
+            <button type="submit">Speichern</button>
+            <button type="button" onclick="toggleEdit('rec', {{ r.id }}, false)">Abbrechen</button>
+          </form>
+        </td>
+      </tr>
       {% else %}
       <tr><td colspan="8">Noch keine wiederkehrenden Posten.</td></tr>
       {% endfor %}
@@ -100,12 +126,13 @@
     </thead>
     <tbody>
       {% for p in planned %}
-      <tr>
+      <tr id="pln-row-{{ p.id }}">
         <td>{{ p.name }}</td>
         <td class="{{ 'neg' if p.amount < 0 else '' }}">{{ p.amount|eur }} €</td>
         <td>{{ p.due.strftime('%d.%m.%Y') }}</td>
         <td>{{ category_names.get(p.category_id, '–') }}</td>
         <td>
+          <button type="button" onclick="toggleEdit('pln', {{ p.id }}, true)">Bearbeiten</button>
           <form class="inline-form" hx-delete="/api/planned/{{ p.id }}" hx-swap="none"
                 hx-confirm="„{{ p.name }}“ wirklich löschen?"
                 hx-on::after-request="if(event.detail.successful){window.location.reload()}">
@@ -113,6 +140,24 @@
           </form>
         </td>
       </tr>
+      <tr id="pln-edit-{{ p.id }}" hidden>
+        <td colspan="5">
+          <form hx-ext="json-form" hx-patch="/api/planned/{{ p.id }}" hx-swap="none"
+                hx-on::after-request="if(event.detail.successful){window.location.reload()}">
+            <label>Name <input type="text" name="name" value="{{ p.name }}" required></label>
+            <label>Betrag <input type="text" name="amount" data-type="amount" value="{{ p.amount|eur }}" required></label>
+            <label>Fällig am <input type="date" name="due" value="{{ p.due.isoformat() }}" required></label>
+            <label>Kategorie
+              <select name="category_id" data-type="int">
+                <option value="">–</option>
+                {% for c in categories %}<option value="{{ c.id }}" {% if c.id == p.category_id %}selected{% endif %}>{{ c.name }}</option>{% endfor %}
+              </select>
+            </label>
+            <button type="submit">Speichern</button>
+            <button type="button" onclick="toggleEdit('pln', {{ p.id }}, false)">Abbrechen</button>
+          </form>
+        </td>
+      </tr>
       {% else %}
       <tr><td colspan="5">Noch keine Einmalposten.</td></tr>
       {% endfor %}
@@ -145,7 +190,7 @@
     </thead>
     <tbody>
       {% for l in loans %}
-      <tr>
+      <tr id="loan-row-{{ l.id }}">
         <td>{{ l.name }}</td>
         <td>{{ l.principal|eur }} €</td>
         <td>{{ l.annual_rate_pct|eur }} %</td>
@@ -153,6 +198,7 @@
         <td>{{ l.payout_date.strftime('%d.%m.%Y') }}</td>
         <td>{{ l.repayment_type|de_label }}</td>
         <td>
+          <button type="button" onclick="toggleEdit('loan', {{ l.id }}, true)">Bearbeiten</button>
           <form class="inline-form" hx-delete="/api/loans/{{ l.id }}" hx-swap="none"
                 hx-confirm="„{{ l.name }}“ wirklich löschen?"
                 hx-on::after-request="if(event.detail.successful){window.location.reload()}">
@@ -160,6 +206,27 @@
           </form>
         </td>
       </tr>
+      <!-- Hinweis: eine Kredit-Aenderung veraendert den Tilgungsplan; danach
+           muessen betroffene Szenarien neu durchgerechnet werden. -->
+      <tr id="loan-edit-{{ l.id }}" hidden>
+        <td colspan="7">
+          <form hx-ext="json-form" hx-patch="/api/loans/{{ l.id }}" hx-swap="none"
+                hx-on::after-request="if(event.detail.successful){window.location.reload()}">
+            <label>Name <input type="text" name="name" value="{{ l.name }}" required></label>
+            <label>Darlehenssumme <input type="text" name="principal" data-type="amount" value="{{ l.principal|eur }}" required></label>
+            <label>Zins p.a. (%) <input type="text" name="annual_rate_pct" data-type="amount" value="{{ l.annual_rate_pct|eur }}" required></label>
+            <label>Laufzeit (Monate) <input type="number" name="term_months" data-type="int" min="1" value="{{ l.term_months }}" required></label>
+            <label>Auszahlungsdatum <input type="date" name="payout_date" value="{{ l.payout_date.isoformat() }}" required></label>
+            <label>Tilgungsart
+              <select name="repayment_type" data-type="str">
+                {% for rt in repayment_types %}<option value="{{ rt }}" {% if rt == l.repayment_type %}selected{% endif %}>{{ rt|de_label }}</option>{% endfor %}
+              </select>
+            </label>
+            <button type="submit">Speichern</button>
+            <button type="button" onclick="toggleEdit('loan', {{ l.id }}, false)">Abbrechen</button>
+          </form>
+        </td>
+      </tr>
       <tr>
         <td colspan="7">
           <details ontoggle="if(this.open){loadLoanSchedule({{ l.id }})}">
@@ -199,11 +266,23 @@
   {% set sc = row.scenario %}
   <fieldset>
     <legend>{{ sc.name }}</legend>
-    <p>
+    <p id="sc-row-{{ sc.id }}">
       {{ sc.description }}
       · Wiederkehrende Posten: {{ 'ja' if sc.include_recurring else 'nein' }}
       · Einmalposten: {{ 'ja' if sc.include_planned else 'nein' }}
+      <button type="button" onclick="toggleEdit('sc', {{ sc.id }}, true)">Bearbeiten</button>
     </p>
+    <div id="sc-edit-{{ sc.id }}" hidden>
+      <form hx-ext="json-form" hx-patch="/api/scenarios/{{ sc.id }}" hx-swap="none"
+            hx-on::after-request="if(event.detail.successful){window.location.reload()}">
+        <label>Name <input type="text" name="name" value="{{ sc.name }}" required></label>
+        <label>Beschreibung <input type="text" name="description" value="{{ sc.description }}"></label>
+        <label><input type="checkbox" name="include_recurring" data-type="bool" {% if sc.include_recurring %}checked{% endif %}> Wiederkehrende Posten einschließen</label>
+        <label><input type="checkbox" name="include_planned" data-type="bool" {% if sc.include_planned %}checked{% endif %}> Einmalposten einschließen</label>
+        <button type="submit">Speichern</button>
+        <button type="button" onclick="toggleEdit('sc', {{ sc.id }}, false)">Abbrechen</button>
+      </form>
+    </div>
 
     <details>
       <summary>Kredite zuordnen</summary>
@@ -315,6 +394,12 @@
   // json-form-Extension ist zentral in base.html registriert (eine
   // Definition fuer alle Templates, inkl. data-type="bool"-Handling).
 
+  function toggleEdit(prefix, id, editing) {
+    // UX-Regel: Zeilen werden versteckt (hidden), nie aus dem DOM entfernt.
+    document.getElementById(prefix + '-row-' + id).hidden = editing;
+    document.getElementById(prefix + '-edit-' + id).hidden = !editing;
+  }
+
   function onModTargetTypeChange(select) {
     var form = select.closest('form');
     var catSpan = form.querySelector('.mod-target-category');

finance/tests/test_gui.py

@@ -2,7 +2,7 @@ from datetime import date, timedelta
 from decimal import Decimal
 
 from app.formats import eur
-from app.models.tables import Account, RecurringItem
+from app.models.tables import Account, Loan, PlannedItem, RecurringItem, Scenario
 
 H = {"Authorization": "Bearer test-key"}
 
@@ -309,6 +309,22 @@ def test_salden_stichtag_garbage_falls_back_to_today(client):
     assert date.today().strftime('%d.%m.%Y') in r.text
 
 
+def test_planung_hat_bearbeiten_formulare(client, db):
+    client.post("/login", data={"username": "admin", "password": "geheim"})
+    db.add(RecurringItem(name="EditR", amount=Decimal("-5.00"), rhythm="monthly", due_day=1))
+    db.add(PlannedItem(name="EditP", amount=Decimal("-7.00"), due=date(2026, 8, 1)))
+    db.add(Loan(name="EditL", principal=Decimal("1000.00"),
+                annual_rate_pct=Decimal("4.50"), term_months=12,
+                payout_date=date(2026, 8, 1), repayment_type="annuity"))
+    db.add(Scenario(name="EditS", description="d"))
+    db.commit()
+    r = client.get("/planung").text
+    assert r.count(">Bearbeiten</button>") >= 4
+    for fragment in ('hx-patch="/api/recurring/', 'hx-patch="/api/planned/',
+                     'hx-patch="/api/loans/', 'hx-patch="/api/scenarios/'):
+        assert fragment in r, fragment
+
+
 def test_salden_shows_ohne_anker_footnote(client, db):
     # UX-Regel: Konten ohne Anker sind immer sichtbar als relative Werte
     # gekennzeichnet, nicht stillschweigend wie geankerte Konten dargestellt.