feat: Szenarien-Seite mit zwei Formularen, Zeitraum-Spalte und wiederkehrenden Szenario-Zahlungen (A14-T4)

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

finance/app/formats.py

@@ -13,7 +13,8 @@ DE_LABELS = {
     "annuity": "Annuität",
     "bullet": "endfällig",
     "percent": "Prozent",
-    "absolute": "Absolut",
+    "absolute": "Kürzung (€)",
+    "set": "Neuer Betrag",
     "remove": "Entfällt",
     "ende": "Ende",
 }

finance/app/routers/gui.py

@@ -21,7 +21,8 @@ from app.formats import de_label, eur, pct
 from app.models.tables import (Account, Category, PlannedItem,
                                ProjectionResult, RecurringItem,
                                Scenario, ScenarioLoan, ScenarioModifier,
-                               ScenarioPlannedItem, Transaction)
+                               ScenarioPlannedItem, ScenarioRecurringItem,
+                               Transaction)
 from app.routers.imports import list_imports as _list_imports
 from app.routers.imports import preview as _preview_import
 from app.routers.planning import list_loans as _list_loans
@@ -322,11 +323,16 @@ def _scenario_rows(session: Session, scenarios: list, loans: list) -> list[dict]
             select(ScenarioPlannedItem)
             .where(ScenarioPlannedItem.scenario_id == sc.id)
             .order_by(ScenarioPlannedItem.due)).scalars().all()
+        recurring_items = session.execute(
+            select(ScenarioRecurringItem)
+            .where(ScenarioRecurringItem.scenario_id == sc.id)
+            .order_by(ScenarioRecurringItem.name, ScenarioRecurringItem.id)).scalars().all()
         rows.append({
             "scenario": sc,
             "assigned_loan_ids": assigned_loan_ids,
             "modifiers": modifiers,
             "planned_items": planned_items,
+            "recurring_items": recurring_items,
             "result": session.get(ProjectionResult, sc.id),
         })
     return rows
@@ -378,7 +384,8 @@ def szenarien_page(request: Request, session: Session = Depends(get_session)):
         "recurring_names": {r.id: r.name for r in recurring},
         "loans": loans,
         "scenario_rows": _scenario_rows(session, scenarios, loans),
-        "modifier_kinds": ["percent", "absolute", "remove", "ende"],
+        "modifier_kinds": ["percent", "absolute", "set", "remove", "ende"],
+        "rhythms": ["monthly", "quarterly", "yearly"],
     })
 
 

finance/app/static/szenarien.js

@@ -0,0 +1,72 @@
+/* Szenarien-Seite (Ausbaustufe 14): Umschaltlogik der Formulare
+ * „Neue Änderung an Bestehendem" (.aenderung-form, auch in den Edit-Zeilen
+ * der Einträge) und „Neue Zahlung nur in diesem Szenario" (.zahlung-form).
+ * UX-Regel: Felder werden nur per disabled gesperrt, nie entfernt;
+ * gesperrte Felder tragen den Tooltip TIP. Gesperrte Felder sendet htmx
+ * nicht mit.
+ */
+(function () {
+  'use strict';
+
+  var TIP = 'Für diese Eintragsart nicht relevant';
+  var WERT_LABEL = { percent: 'Prozentsatz (%)', absolute: 'Kürzung (€)', set: 'Neuer Betrag (€)' };
+
+  function sperren(el, gesperrt) {
+    if (!el) { return; }
+    el.disabled = gesperrt;
+    if (gesperrt) { el.title = TIP; } else { el.removeAttribute('title'); }
+  }
+
+  function feld(form, name) { return form.querySelector('[name="' + name + '"]'); }
+
+  function beschriften(form, cls, text) {
+    var el = form.querySelector('.' + cls);
+    if (el) { el.textContent = text; }
+  }
+
+  // Ziel-Typ: passende Auswahl (Kategorie oder Posten) zeigen und freigeben.
+  function zielTyp(select) {
+    var form = select.closest('form');
+    var istKategorie = select.value === 'category';
+    var kat = form.querySelector('.mod-target-category');
+    var rec = form.querySelector('.mod-target-recurring');
+    kat.style.display = istKategorie ? '' : 'none';
+    rec.style.display = istKategorie ? 'none' : '';
+    sperren(kat.querySelector('select'), !istKategorie);
+    sperren(rec.querySelector('select'), istKategorie);
+  }
+
+  function aenderungArt(select) {
+    var form = select.closest('form');
+    var art = select.value;
+    var mitWert = Object.prototype.hasOwnProperty.call(WERT_LABEL, art);
+    sperren(feld(form, 'value'), !mitWert);
+    beschriften(form, 'value-label', mitWert ? WERT_LABEL[art] : 'Wert');
+    sperren(feld(form, 'start_date'), art === 'ende');
+    beschriften(form, 'bis-label', art === 'ende' ? 'Endet am' : 'Gültig bis');
+    var typ = feld(form, 'target_type');
+    var kategorieOption = typ.querySelector('option[value="category"]');
+    // „Neuer Betrag" gibt es nur für Posten.
+    if (art === 'set') { typ.value = 'recurring'; }
+    kategorieOption.disabled = art === 'set';
+    zielTyp(typ);
+  }
+
+  function zahlungArt(select) {
+    var form = select.closest('form');
+    var einmal = select.value === 'einmal';
+    sperren(feld(form, 'due'), !einmal);
+    ['rhythm', 'due_day', 'start_date', 'end_date'].forEach(function (name) {
+      sperren(feld(form, name), einmal);
+    });
+    form.setAttribute('hx-post', form.getAttribute(einmal ? 'data-planned-url' : 'data-recurring-url'));
+    if (window.htmx) { window.htmx.process(form); }
+  }
+
+  function init(root) {
+    root.querySelectorAll('.aenderung-form select[name="kind"]').forEach(aenderungArt);
+    root.querySelectorAll('.zahlung-form select.zahlung-art').forEach(zahlungArt);
+  }
+
+  window.FBSzenario = { zielTyp: zielTyp, aenderungArt: aenderungArt, zahlungArt: zahlungArt, init: init };
+})();

finance/app/templates/base.html

@@ -8,6 +8,7 @@
   <script src="/static/htmx.min.js?v={{ app_version }}"></script>
   <script src="/static/sort.js?v={{ app_version }}"></script>
   <script src="/static/doppelzaehlung.js?v={{ app_version }}"></script>
+  <script src="/static/szenarien.js?v={{ app_version }}"></script>
 </head>
 <body>
   <nav>
@@ -100,6 +101,7 @@
     }
 
     if (window.FBDoppel) { window.FBDoppel.init(document); }
+    if (window.FBSzenario) { window.FBSzenario.init(document); }
   </script>
   <footer class="version">Finanzberatungs-Tool v{{ app_version }}</footer>
 </body>

finance/app/templates/szenarien.html

@@ -1,6 +1,14 @@
 {% extends "base.html" %}
 {% block title %}Szenarien – Finanzberatung{% endblock %}
 {% block content %}
+{% macro zeitraum(von, bis) -%}
+  {%- if von and bis -%}{{ von.strftime('%d.%m.%Y') }} – {{ bis.strftime('%d.%m.%Y') }}
+  {%- elif von -%}ab {{ von.strftime('%d.%m.%Y') }}
+  {%- elif bis -%}bis {{ bis.strftime('%d.%m.%Y') }}
+  {%- else -%}–{%- endif -%}
+{%- endmacro %}
+{% set TIP = 'Für diese Eintragsart nicht relevant' %}
+
 <h1>Szenarien</h1>
 
 <section class="planning-section">
@@ -45,7 +53,7 @@
     <h3>Einträge</h3>
     <table>
       <thead>
-        <tr><th>Was</th><th>Art</th><th>Wert/Betrag</th><th>Datum</th><th></th></tr>
+        <tr><th>Was</th><th>Art</th><th>Wert/Betrag</th><th>Zeitraum</th><th></th></tr>
       </thead>
       <tbody>
         {% for m in row.modifiers %}
@@ -55,8 +63,8 @@
             {% else %}Posten: {{ recurring_names.get(m.target_id, m.target_id) }}{% endif %}
           </td>
           <td>{{ m.kind|de_label }}</td>
-          <td>{% if m.kind in ('percent', 'absolute') %}{{ m.value|eur }}{% else %}–{% endif %}</td>
+          <td>{% if m.kind in ('percent', 'absolute', 'set') %}{{ m.value|eur }}{% else %}–{% endif %}</td>
-          <td>{% if m.kind == 'ende' %}{{ m.end_date.strftime('%d.%m.%Y') if m.end_date else '–' }}{% else %}–{% endif %}</td>
+          <td>{% if m.kind == 'ende' %}{{ m.end_date.strftime('%d.%m.%Y') if m.end_date else '–' }}{% else %}{{ zeitraum(m.start_date, m.end_date) }}{% endif %}</td>
           <td>
             <button type="button" onclick="toggleEdit('mod', {{ m.id }}, true)">Bearbeiten</button>
             <form class="inline-form" hx-delete="/api/scenarios/{{ sc.id }}/modifiers/{{ m.id }}" hx-swap="none"
@@ -67,10 +75,15 @@
         </tr>
         <tr id="mod-edit-{{ m.id }}" hidden data-sort-follow>
           <td colspan="5">
-            <form hx-ext="json-form" hx-patch="/api/scenarios/{{ sc.id }}/modifiers/{{ m.id }}" hx-swap="none"
+            <form class="aenderung-form" hx-ext="json-form" hx-patch="/api/scenarios/{{ sc.id }}/modifiers/{{ m.id }}" hx-swap="none"
                   hx-on::after-request="if(event.detail.successful){window.location.reload()}">
+              <label>Art
+                <select name="kind" data-type="str" onchange="FBSzenario.aenderungArt(this)">
+                  {% for k in modifier_kinds %}<option value="{{ k }}" {% if k == m.kind %}selected{% endif %}>{{ k|de_label }}</option>{% endfor %}
+                </select>
+              </label>
               <label>Ziel-Typ
-                <select name="target_type" data-type="str" onchange="onModTargetTypeChange(this)">
+                <select name="target_type" data-type="str" onchange="FBSzenario.zielTyp(this)">
                   <option value="category" {% if m.target_type == 'category' %}selected{% endif %}>Kategorie</option>
                   <option value="recurring" {% if m.target_type == 'recurring' %}selected{% endif %}>Wiederkehrender Posten</option>
                 </select>
@@ -89,22 +102,59 @@
                   </select>
                 </label>
               </span>
-              <label>Art
+              <label><span class="value-label">Wert</span> <input type="text" name="value" data-type="amount" value="{{ m.value|eur }}" {% if m.kind not in ('percent', 'absolute', 'set') %}disabled title="{{ TIP }}"{% endif %}></label>
-                <select name="kind" data-type="str" onchange="onEntryArtChange(this)">
+              <label>Gültig ab <input type="date" name="start_date" value="{{ m.start_date.isoformat() if m.start_date else '' }}" {% if m.kind == 'ende' %}disabled title="{{ TIP }}"{% endif %}></label>
-                  {% for k in modifier_kinds %}<option value="{{ k }}" {% if k == m.kind %}selected{% endif %}>{{ k|de_label }}</option>{% endfor %}
+              <label><span class="bis-label">{{ 'Endet am' if m.kind == 'ende' else 'Gültig bis' }}</span> <input type="date" name="end_date" value="{{ m.end_date.isoformat() if m.end_date else '' }}"></label>
-                </select>
-              </label>
-              <label>Wert <input type="text" name="value" data-type="amount" value="{{ m.value|eur }}" {% if m.kind not in ('percent', 'absolute') %}disabled{% endif %}></label>
-              <label>Endet am <input type="date" name="end_date" value="{{ m.end_date.isoformat() if m.end_date else '' }}" {% if m.kind != 'ende' %}disabled{% endif %}></label>
               <button type="submit">Speichern</button>
               <button type="button" onclick="toggleEdit('mod', {{ m.id }}, false)">Abbrechen</button>
             </form>
           </td>
         </tr>
         {% endfor %}
+        {% for ri in row.recurring_items %}
+        <tr id="sri-row-{{ ri.id }}">
+          <td>{{ ri.name }}{% if ri.category_id %} <span class="muted">({{ category_names.get(ri.category_id, '') }})</span>{% endif %}</td>
+          <td>Wiederkehrend ({{ ri.rhythm|de_label }}, am {{ ri.due_day }}.)</td>
+          <td class="{{ 'neg' if ri.amount < 0 else '' }}">{{ ri.amount|eur }} €</td>
+          <td>{{ zeitraum(ri.start_date, ri.end_date) }}</td>
+          <td>
+            <button type="button" onclick="toggleEdit('sri', {{ ri.id }}, true)">Bearbeiten</button>
+            <form class="inline-form" hx-delete="/api/scenarios/{{ sc.id }}/recurring/{{ ri.id }}" hx-swap="none"
+                  hx-confirm="„{{ ri.name }}“ wirklich löschen?"
+                  hx-on::after-request="if(event.detail.successful){window.location.reload()}">
+              <button type="submit">Löschen</button>
+            </form>
+          </td>
+        </tr>
+        <tr id="sri-edit-{{ ri.id }}" hidden data-sort-follow>
+          <td colspan="5">
+            <form hx-ext="json-form" hx-patch="/api/scenarios/{{ sc.id }}/recurring/{{ ri.id }}" hx-swap="none"
+                  hx-on::after-request="if(event.detail.successful){window.location.reload()}">
+              <label>Name <input type="text" name="name" value="{{ ri.name }}" required></label>
+              <label>Betrag <input type="text" name="amount" data-type="amount" value="{{ ri.amount|eur }}" required></label>
+              <label>Kategorie
+                <select name="category_id" data-type="int">
+                  <option value="">(keine)</option>
+                  {% for c in categories %}<option value="{{ c.id }}" {% if c.id == ri.category_id %}selected{% endif %}>{{ c.name }}</option>{% endfor %}
+                </select>
+              </label>
+              <label>Rhythmus
+                <select name="rhythm" data-type="str">
+                  {% for rh in rhythms %}<option value="{{ rh }}" {% if rh == ri.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="{{ ri.due_day }}" required></label>
+              <label>Start <input type="date" name="start_date" value="{{ ri.start_date.isoformat() if ri.start_date else '' }}"></label>
+              <label>Ende <input type="date" name="end_date" value="{{ ri.end_date.isoformat() if ri.end_date else '' }}"></label>
+              <button type="submit">Speichern</button>
+              <button type="button" onclick="toggleEdit('sri', {{ ri.id }}, false)">Abbrechen</button>
+            </form>
+          </td>
+        </tr>
+        {% endfor %}
         {% for sp in row.planned_items %}
         <tr id="spi-row-{{ sp.id }}">
-          <td>{{ sp.name }}</td>
+          <td>{{ sp.name }}{% if sp.category_id %} <span class="muted">({{ category_names.get(sp.category_id, '') }})</span>{% endif %}</td>
           <td>Einmalzahlung</td>
           <td class="{{ 'neg' if sp.amount < 0 else '' }}">{{ sp.amount|eur }} €</td>
           <td>{{ sp.due.strftime('%d.%m.%Y') }}</td>
@@ -123,6 +173,12 @@
                   hx-on::after-request="if(event.detail.successful){window.location.reload()}">
               <label>Name <input type="text" name="name" value="{{ sp.name }}" required></label>
               <label>Betrag <input type="text" name="amount" data-type="amount" value="{{ sp.amount|eur }}" required></label>
+              <label>Kategorie
+                <select name="category_id" data-type="int">
+                  <option value="">(keine)</option>
+                  {% for c in categories %}<option value="{{ c.id }}" {% if c.id == sp.category_id %}selected{% endif %}>{{ c.name }}</option>{% endfor %}
+                </select>
+              </label>
               <label>Fällig am <input type="date" name="due" value="{{ sp.due.isoformat() }}" required></label>
               <button type="submit">Speichern</button>
               <button type="button" onclick="toggleEdit('spi', {{ sp.id }}, false)">Abbrechen</button>
@@ -130,28 +186,25 @@
           </td>
         </tr>
         {% endfor %}
-        {% if not row.modifiers and not row.planned_items %}
+        {% if not row.modifiers and not row.planned_items and not row.recurring_items %}
         <tr><td colspan="5">Keine Einträge.</td></tr>
         {% endif %}
       </tbody>
     </table>
 
-    <h4>Neuer Eintrag</h4>
+    <h4>Neue Änderung an Bestehendem</h4>
-    <form class="entry-form" hx-ext="json-form" hx-post="/api/scenarios/{{ sc.id }}/modifiers" hx-swap="none"
+    <form class="entry-form aenderung-form" hx-ext="json-form" hx-post="/api/scenarios/{{ sc.id }}/modifiers" hx-swap="none"
-          data-modifiers-url="/api/scenarios/{{ sc.id }}/modifiers"
-          data-planned-url="/api/scenarios/{{ sc.id }}/planned"
           hx-on::after-request="if(event.detail.successful){window.location.reload()}">
       <div class="entry-art">
-        <label>Eintragsart
+        <label>Art
-          <select name="kind" data-type="str" onchange="onEntryArtChange(this)">
+          <select name="kind" data-type="str" onchange="FBSzenario.aenderungArt(this)">
             {% for k in modifier_kinds %}<option value="{{ k }}">{{ k|de_label }}</option>{% endfor %}
-            <option value="einmal">Einmalzahlung</option>
           </select>
         </label>
         <span class="muted">— die zur Art passenden Felder werden aktiv, gesperrte Felder sind ausgegraut.</span>
       </div>
       <label>Ziel-Typ
-        <select name="target_type" data-type="str" onchange="onModTargetTypeChange(this)">
+        <select name="target_type" data-type="str" onchange="FBSzenario.zielTyp(this)">
           <option value="category">Kategorie</option>
           <option value="recurring">Wiederkehrender Posten</option>
         </select>
@@ -165,16 +218,48 @@
       </span>
       <span class="mod-target-recurring" style="display:none">
         <label>Posten
-          <select name="target_id" data-type="int" disabled title="Für diese Eintragsart nicht relevant">
+          <select name="target_id" data-type="int" disabled title="{{ TIP }}">
             {% for r in recurring %}<option value="{{ r.id }}">{{ r.name }}</option>{% endfor %}
           </select>
         </label>
       </span>
       <label><span class="value-label">Prozentsatz (%)</span> <input type="text" name="value" data-type="amount" value="0"></label>
-      <label>Endet am <input type="date" name="end_date" disabled title="Für diese Eintragsart nicht relevant"></label>
+      <label>Gültig ab <input type="date" name="start_date"></label>
-      <label>Name <input type="text" name="name" disabled title="Für diese Eintragsart nicht relevant"></label>
+      <label><span class="bis-label">Gültig bis</span> <input type="date" name="end_date"></label>
-      <label>Betrag <input type="text" name="amount" data-type="amount" placeholder="5000,00" disabled title="Für diese Eintragsart nicht relevant"></label>
+      <button type="submit">Hinzufügen</button>
-      <label>Fällig am <input type="date" name="due" disabled title="Für diese Eintragsart nicht relevant"></label>
+    </form>
+
+    <h4>Neue Zahlung nur in diesem Szenario</h4>
+    <form class="entry-form zahlung-form" hx-ext="json-form" hx-post="/api/scenarios/{{ sc.id }}/planned" hx-swap="none"
+          data-planned-url="/api/scenarios/{{ sc.id }}/planned"
+          data-recurring-url="/api/scenarios/{{ sc.id }}/recurring"
+          hx-on::after-request="if(event.detail.successful){window.location.reload()}">
+      <div class="entry-art">
+        <label>Art
+          <select class="zahlung-art" onchange="FBSzenario.zahlungArt(this)">
+            <option value="einmal">Einmalzahlung</option>
+            <option value="wiederkehrend">Wiederkehrend</option>
+          </select>
+        </label>
+        <span class="muted">— zählt nur in diesem Szenario, auch ohne „Wiederkehrende Posten/Einmalposten einschließen“.</span>
+      </div>
+      <label>Name <input type="text" name="name" required></label>
+      <label>Betrag <input type="text" name="amount" data-type="amount" placeholder="-250,00" required></label>
+      <label>Kategorie
+        <select name="category_id" data-type="int">
+          <option value="">(keine)</option>
+          {% for c in categories %}<option value="{{ c.id }}">{{ c.name }}</option>{% endfor %}
+        </select>
+      </label>
+      <label>Fällig am <input type="date" name="due" required></label>
+      <label>Rhythmus
+        <select name="rhythm" data-type="str" disabled title="{{ TIP }}">
+          {% for rh in rhythms %}<option value="{{ rh }}">{{ rh|de_label }}</option>{% endfor %}
+        </select>
+      </label>
+      <label>Fälligkeitstag <input type="number" name="due_day" data-type="int" min="1" max="31" required disabled title="{{ TIP }}"></label>
+      <label>Start <input type="date" name="start_date" disabled title="{{ TIP }}"></label>
+      <label>Ende <input type="date" name="end_date" disabled title="{{ TIP }}"></label>
       <button type="submit">Hinzufügen</button>
     </form>
 
@@ -215,75 +300,6 @@
 </section>
 
 <script>
-  function onModTargetTypeChange(select) {
-    var form = select.closest('form');
-    var catSpan = form.querySelector('.mod-target-category');
-    var recSpan = form.querySelector('.mod-target-recurring');
-    var catSelect = catSpan.querySelector('select');
-    var recSelect = recSpan.querySelector('select');
-    var isCategory = select.value === 'category';
-    catSpan.style.display = isCategory ? '' : 'none';
-    recSpan.style.display = isCategory ? 'none' : '';
-    catSelect.disabled = !isCategory;
-    if (catSelect.disabled) { catSelect.title = 'Für diese Eintragsart nicht relevant'; }
-    else { catSelect.removeAttribute('title'); }
-    recSelect.disabled = isCategory;
-    if (recSelect.disabled) { recSelect.title = 'Für diese Eintragsart nicht relevant'; }
-    else { recSelect.removeAttribute('title'); }
-  }
-
-  function onEntryArtChange(select) {
-    // Umschaltmatrix "Neuer Eintrag"/Modifikator-Edit: Felder nur per
-    // disabled schalten (UX-Regel). Fehlt ein Feld (Edit-Formulare haben
-    // kein name/amount/due), wird es uebersprungen.
-    var form = select.closest('form');
-    var art = select.value;
-    var isMod = art !== 'einmal';
-    function setDisabled(name, disabled) {
-      var el = form.querySelector('[name="' + name + '"]');
-      if (el) {
-        el.disabled = disabled;
-        if (disabled) { el.title = 'Für diese Eintragsart nicht relevant'; }
-        else { el.removeAttribute('title'); }
-      }
-    }
-    setDisabled('value', !(art === 'percent' || art === 'absolute'));
-    var valueLabel = form.querySelector('.value-label');
-    if (valueLabel) {
-      valueLabel.textContent = art === 'percent' ? 'Prozentsatz (%)'
-        : art === 'absolute' ? 'Kürzung (€)' : 'Wert';
-    }
-    setDisabled('end_date', art !== 'ende');
-    setDisabled('name', isMod);
-    setDisabled('amount', isMod);
-    setDisabled('due', isMod);
-    var typeSelect = form.querySelector('[name="target_type"]');
-    if (typeSelect) {
-      typeSelect.disabled = !isMod;
-      if (!isMod) { typeSelect.title = 'Für diese Eintragsart nicht relevant'; }
-      else { typeSelect.removeAttribute('title'); }
-      var isCategory = typeSelect.value === 'category';
-      var catSelect = form.querySelector('.mod-target-category select');
-      var recSelect = form.querySelector('.mod-target-recurring select');
-      if (catSelect) {
-        catSelect.disabled = !isMod || !isCategory;
-        if (catSelect.disabled) { catSelect.title = 'Für diese Eintragsart nicht relevant'; }
-        else { catSelect.removeAttribute('title'); }
-      }
-      if (recSelect) {
-        recSelect.disabled = !isMod || isCategory;
-        if (recSelect.disabled) { recSelect.title = 'Für diese Eintragsart nicht relevant'; }
-        else { recSelect.removeAttribute('title'); }
-      }
-    }
-    // POST-Ziel nur beim Anlege-Formular wechseln (Edit-Formulare patchen fix).
-    if (form.hasAttribute('data-planned-url')) {
-      form.setAttribute('hx-post', isMod ? form.getAttribute('data-modifiers-url')
-                                         : form.getAttribute('data-planned-url'));
-      htmx.process(form);
-    }
-  }
-
   function toggleScenarioLoan(scenarioId, loanId, checked, checkbox) {
     fetch('/api/scenarios/' + scenarioId + '/loans/' + loanId, { method: checked ? 'POST' : 'DELETE' })
       .then(function (resp) {

finance/tests/js/szenarien.dom.test.js

@@ -0,0 +1,116 @@
+'use strict';
+const test = require('node:test');
+const assert = require('node:assert');
+const fs = require('node:fs');
+const path = require('node:path');
+
+let JSDOM = null;
+try { ({ JSDOM } = require('jsdom')); } catch (e) { /* jsdom fehlt -> skip */ }
+const SRC = fs.readFileSync(path.join(__dirname, '../../app/static/szenarien.js'), 'utf8');
+const TIP = 'Für diese Eintragsart nicht relevant';
+
+const HTML = `
+<form id="a" class="entry-form aenderung-form" hx-post="/api/scenarios/1/modifiers">
+  <select name="kind"><option value="percent">Prozent</option><option value="absolute">Kürzung (€)</option>
+    <option value="set">Neuer Betrag</option><option value="remove">Entfällt</option><option value="ende">Ende</option></select>
+  <select name="target_type"><option value="category">Kategorie</option><option value="recurring">Wiederkehrender Posten</option></select>
+  <span class="mod-target-category"><select name="target_id"><option value="1">K</option></select></span>
+  <span class="mod-target-recurring" style="display:none"><select name="target_id" disabled><option value="2">P</option></select></span>
+  <label><span class="value-label">Prozentsatz (%)</span><input name="value"></label>
+  <input type="date" name="start_date">
+  <label><span class="bis-label">Gültig bis</span><input type="date" name="end_date"></label>
+</form>
+<form id="z" class="entry-form zahlung-form" hx-post="/api/scenarios/1/planned"
+      data-planned-url="/api/scenarios/1/planned" data-recurring-url="/api/scenarios/1/recurring">
+  <select class="zahlung-art"><option value="einmal">Einmalzahlung</option><option value="wiederkehrend">Wiederkehrend</option></select>
+  <input name="name"><input name="amount"><select name="category_id"><option value="">(keine)</option></select>
+  <input type="date" name="due">
+  <select name="rhythm"><option value="monthly">monatlich</option></select>
+  <input name="due_day"><input type="date" name="start_date"><input type="date" name="end_date">
+</form>`;
+
+function load() {
+  const dom = new JSDOM(`<!doctype html><body>${HTML}</body>`, { runScripts: 'outside-only' });
+  const w = dom.window;
+  const processed = [];
+  w.htmx = { process: (el) => processed.push(el.id) };
+  w.eval(SRC);
+  w.FBSzenario.init(w.document);
+  const d = w.document;
+  return { w, a: d.getElementById('a'), z: d.getElementById('z'), processed };
+}
+
+function f(form, name) { return form.querySelector(`[name="${name}"]`); }
+function art(w, form, wert) {
+  const sel = form.querySelector('[name="kind"]');
+  sel.value = wert;
+  w.FBSzenario.aenderungArt(sel);
+}
+
+test('Prozent: Wert und Zeitraum aktiv', { skip: !JSDOM }, () => {
+  const { a } = load();
+  assert.equal(f(a, 'value').disabled, false);
+  assert.equal(a.querySelector('.value-label').textContent, 'Prozentsatz (%)');
+  assert.equal(f(a, 'start_date').disabled, false);
+  assert.equal(f(a, 'end_date').disabled, false);
+  assert.equal(a.querySelector('.bis-label').textContent, 'Gültig bis');
+});
+
+test('Kürzung: Label Kürzung (€)', { skip: !JSDOM }, () => {
+  const { w, a } = load();
+  art(w, a, 'absolute');
+  assert.equal(a.querySelector('.value-label').textContent, 'Kürzung (€)');
+});
+
+test('Neuer Betrag: Ziel-Typ fest auf Posten, Kategorie gesperrt', { skip: !JSDOM }, () => {
+  const { w, a } = load();
+  art(w, a, 'set');
+  const typ = f(a, 'target_type');
+  assert.equal(typ.value, 'recurring');
+  assert.equal(typ.querySelector('option[value="category"]').disabled, true);
+  assert.equal(a.querySelector('.mod-target-recurring select').disabled, false);
+  assert.equal(a.querySelector('.mod-target-category select').disabled, true);
+  assert.equal(a.querySelector('.value-label').textContent, 'Neuer Betrag (€)');
+  art(w, a, 'percent');
+  assert.equal(typ.querySelector('option[value="category"]').disabled, false);
+});
+
+test('Ende: Gültig ab und Wert gesperrt, Label Endet am', { skip: !JSDOM }, () => {
+  const { w, a } = load();
+  art(w, a, 'ende');
+  assert.equal(f(a, 'start_date').disabled, true);
+  assert.equal(f(a, 'start_date').title, TIP);
+  assert.equal(f(a, 'value').disabled, true);
+  assert.equal(f(a, 'end_date').disabled, false);
+  assert.equal(a.querySelector('.bis-label').textContent, 'Endet am');
+});
+
+test('Entfällt: Wert gesperrt, Zeitraum aktiv', { skip: !JSDOM }, () => {
+  const { w, a } = load();
+  art(w, a, 'remove');
+  assert.equal(f(a, 'value').disabled, true);
+  assert.equal(a.querySelector('.value-label').textContent, 'Wert');
+  assert.equal(f(a, 'start_date').disabled, false);
+  assert.equal(a.querySelector('.bis-label').textContent, 'Gültig bis');
+});
+
+test('Zahlung: Einmal → Wiederkehrend → Einmal', { skip: !JSDOM }, () => {
+  const { w, z, processed } = load();
+  const sel = z.querySelector('.zahlung-art');
+  const wiederkehrend = ['rhythm', 'due_day', 'start_date', 'end_date'];
+  assert.equal(z.getAttribute('hx-post'), '/api/scenarios/1/planned');
+  assert.equal(f(z, 'due').disabled, false);
+  wiederkehrend.forEach((n) => assert.equal(f(z, n).disabled, true, n));
+  sel.value = 'wiederkehrend';
+  w.FBSzenario.zahlungArt(sel);
+  assert.equal(z.getAttribute('hx-post'), '/api/scenarios/1/recurring');
+  assert.equal(f(z, 'due').disabled, true);
+  assert.equal(f(z, 'due').title, TIP);
+  wiederkehrend.forEach((n) => assert.equal(f(z, n).disabled, false, n));
+  sel.value = 'einmal';
+  w.FBSzenario.zahlungArt(sel);
+  assert.equal(z.getAttribute('hx-post'), '/api/scenarios/1/planned');
+  wiederkehrend.forEach((n) => assert.equal(f(z, n).disabled, true, n));
+  ['name', 'amount', 'category_id'].forEach((n) => assert.equal(f(z, n).disabled, false, n));
+  assert.ok(processed.includes('z'));
+});

finance/tests/test_formats.py

@@ -35,9 +35,10 @@ def test_de_label_bekannte_und_unbekannte_werte():
     assert de_label("annuity") == "Annuität"
     assert de_label("bullet") == "endfällig"
     assert de_label("percent") == "Prozent"
-    assert de_label("absolute") == "Absolut"
+    assert de_label("absolute") == "Kürzung (€)"
+    assert de_label("set") == "Neuer Betrag"
     assert de_label("remove") == "Entfällt"
     assert de_label("ende") == "Ende"
     assert de_label("weirdvalue") == "weirdvalue"
     assert set(DE_LABELS) == {"monthly", "quarterly", "yearly", "annuity",
-                              "bullet", "percent", "absolute", "remove", "ende"}
+                              "bullet", "percent", "absolute", "set", "remove", "ende"}

finance/tests/test_gui.py

@@ -4,8 +4,9 @@ from decimal import Decimal
 
 from app.config import get_settings
 from app.formats import eur
-from app.models.tables import (Account, Loan, PlannedItem, RecurringItem,
+from app.models.tables import (Account, Category, Loan, PlannedItem, RecurringItem,
-                               Scenario, ScenarioModifier, ScenarioPlannedItem)
+                               Scenario, ScenarioModifier, ScenarioPlannedItem,
+                               ScenarioRecurringItem)
 
 H = {"Authorization": "Bearer test-key"}
 
@@ -432,7 +433,7 @@ def test_szenario_eintraege_tabelle(client, db):
     # Anlege-Formular: Eintragsart inkl. Einmalzahlung + Endpunkt-Wechsel-Attribute
     assert 'value="einmal"' in r
     assert f'data-planned-url="/api/scenarios/{sc.id}/planned"' in r
-    assert "onEntryArtChange" in r and "onModKindChange" not in r
+    assert "FBSzenario.aenderungArt" in r and "onEntryArtChange" not in r
 
 
 def test_szenarien_seite_und_nav(client, db):
@@ -459,7 +460,7 @@ def test_neuer_eintrag_formular_struktur(client, db):
     db.add(Scenario(name="UX-Test", description=""))
     db.commit()
     r = client.get("/szenarien").text
-    assert 'class="entry-form"' in r
+    assert 'class="entry-form aenderung-form"' in r and 'class="entry-form zahlung-form"' in r
     assert 'class="entry-art"' in r                      # Eintragsart-Zeile
     assert 'class="value-label"' in r                    # dynamisches Wert-Label
     assert 'Für diese Eintragsart nicht relevant' in r   # Tooltip an Umschaltfeldern
@@ -650,6 +651,57 @@ def test_statische_dateien_mit_versionskennung(client):
     assert re.search(r'/static/[^"?]+"', login) is None
     client.post("/login", data={"username": "admin", "password": "geheim"})
     html = client.get("/").text
-    for datei in ("style.css", "htmx.min.js", "sort.js", "doppelzaehlung.js"):
+    for datei in ("style.css", "htmx.min.js", "sort.js", "doppelzaehlung.js", "szenarien.js"):
         assert f'/static/{datei}?v={v}"' in html
     assert re.search(r'/static/[^"?]+"', html) is None
+
+
+def test_szenario_zwei_formulare(client, db):
+    client.post("/login", data={"username": "admin", "password": "geheim"})
+    sc = Scenario(name="Formulare-A14", description="")
+    db.add(sc)
+    db.commit()
+    r = client.get("/szenarien").text
+    assert "Neue Änderung an Bestehendem" in r and "Neue Zahlung nur in diesem Szenario" in r
+    assert 'class="entry-form aenderung-form"' in r and 'class="entry-form zahlung-form"' in r
+    assert f'hx-post="/api/scenarios/{sc.id}/modifiers"' in r
+    assert f'data-planned-url="/api/scenarios/{sc.id}/planned"' in r
+    assert f'data-recurring-url="/api/scenarios/{sc.id}/recurring"' in r
+    assert 'value="set">Neuer Betrag<' in r and 'value="absolute">Kürzung (€)<' in r
+    for feld in ('name="start_date"', 'name="end_date"', 'name="rhythm"',
+                 'name="due_day"', 'name="category_id"', 'name="due"'):
+        assert feld in r, feld
+    assert 'class="zahlung-art"' in r and '<option value="">(keine)</option>' in r
+    assert 'class="bis-label"' in r
+
+
+def test_szenario_eintraege_zeitraum_und_wiederkehrend(client, db):
+    client.post("/login", data={"username": "admin", "password": "geheim"})
+    cat = Category(name="Kat-Anzeige")
+    sc = Scenario(name="Anzeige-A14", description="")
+    db.add_all([cat, sc])
+    db.flush()
+    db.add_all([
+        ScenarioModifier(scenario_id=sc.id, target_type="recurring", target_id=1,
+                         kind="percent", value=Decimal("50"), start_date=date(2026, 10, 16)),
+        ScenarioModifier(scenario_id=sc.id, target_type="recurring", target_id=1,
+                         kind="set", value=Decimal("-80.00"),
+                         start_date=date(2026, 11, 1), end_date=date(2027, 3, 31)),
+        ScenarioModifier(scenario_id=sc.id, target_type="category", target_id=cat.id,
+                         kind="remove", value=Decimal("0"), end_date=date(2027, 6, 30)),
+        ScenarioRecurringItem(scenario_id=sc.id, name="Zahlung-W", amount=Decimal("-137.50"),
+                              rhythm="monthly", due_day=14, start_date=date(2026, 10, 16),
+                              category_id=cat.id),
+        ScenarioPlannedItem(scenario_id=sc.id, name="Zahlung-E", amount=Decimal("-5.00"),
+                            due=date(2026, 12, 1), category_id=cat.id),
+    ])
+    db.commit()
+    r = client.get("/szenarien").text
+    assert "<th>Zeitraum</th>" in r
+    assert "ab 16.10.2026" in r and "01.11.2026 – 31.03.2027" in r and "bis 30.06.2027" in r
+    assert ">Neuer Betrag<" in r and "-80,00" in r
+    assert "Zahlung-W" in r and "Wiederkehrend (monatlich, am 14.)" in r and "-137,50" in r
+    assert f'hx-patch="/api/scenarios/{sc.id}/recurring/' in r
+    assert f'hx-delete="/api/scenarios/{sc.id}/recurring/' in r
+    assert "Kat-Anzeige" in r and "Zahlung-E" in r
+    assert 'id="sri-row-' in r and 'id="sri-edit-' in r