feat: Buchungs-Pagination, Inbox-Scan-Button, Grafana-Direktansteuerung, UI-Feinschliff

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
2026-07-19 16:18:54 +02:00
parent 0bad69bf42
commit d71c22adce
10 changed files with 149 additions and 13 deletions

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@@ -233,6 +233,7 @@ podman run -d --name "$GRAFANA_CTR_NAME" --pod "$POD_NAME" \
-e GF_SECURITY_ADMIN_PASSWORD="$FB_PASSWORD" \
-e GF_SECURITY_ALLOW_EMBEDDING=true \
-e GF_SECURITY_COOKIE_SAMESITE=lax \
-e GF_DASHBOARDS_DEFAULT_HOME_DASHBOARD_PATH=/var/lib/grafana/dashboards/finanzen.json \
-e FINANCE_READ_PASSWORD \
-v "$GRAFANA_PROVISIONING_DIR:/etc/grafana/provisioning:Z,ro" \
-v "$GRAFANA_DASHBOARDS_DIR:/var/lib/grafana/dashboards:Z,ro" \

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@@ -19,10 +19,12 @@ from app.routers.planning import list_planned as _list_planned
from app.routers.planning import list_recurring as _list_recurring
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 list_transactions
from app.routers.transactions import count_transactions, list_transactions
from app.services.balances import account_balance, total_balance
from app.version import get_version
PAGE_SIZE = 50
templates = Jinja2Templates(directory="app/templates")
templates.env.globals["app_version"] = get_version()
router = APIRouter()
@@ -81,8 +83,21 @@ def buchungen(
category_id: int | None = None,
q: str | None = None,
status: str = "confirmed",
page: int = 1,
session: Session = Depends(get_session),
):
page = max(1, page)
total = count_transactions(
account_id=account_id,
date_from=date_from,
date_to=date_to,
category_id=category_id,
q=q,
status=status,
session=session,
)
total_pages = max(1, -(-total // PAGE_SIZE)) # ceil division
page = min(page, total_pages)
txs = list_transactions(
account_id=account_id,
date_from=date_from,
@@ -90,8 +105,8 @@ def buchungen(
category_id=category_id,
q=q,
status=status,
limit=200,
offset=0,
limit=PAGE_SIZE,
offset=(page - 1) * PAGE_SIZE,
session=session,
)
accounts = session.execute(select(Account)).scalars().all()
@@ -108,6 +123,8 @@ def buchungen(
"q": q or "",
"status": status,
},
"page": page,
"total_pages": total_pages,
})

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@@ -3,7 +3,7 @@ from decimal import Decimal
from fastapi import APIRouter, Depends, HTTPException
from pydantic import BaseModel, ConfigDict
from sqlalchemy import or_, select
from sqlalchemy import func, or_, select
from sqlalchemy.orm import Session
from app.auth import require_auth
@@ -46,19 +46,18 @@ class TransactionPatch(BaseModel):
category_id: int | None = None
@router.get("", response_model=list[TransactionOut])
def list_transactions(
def _apply_transaction_filters(
stmt,
account_id: int | None = None,
date_from: date | None = None,
date_to: date | None = None,
category_id: int | None = None,
q: str | None = None,
status: str = "confirmed",
limit: int = 200,
offset: int = 0,
session: Session = Depends(get_session),
):
stmt = select(Transaction)
"""Wendet die Buchungs-Filter auf ein select()-Statement an. Wird sowohl fuer
die Liste als auch fuer die dazugehoerige Gesamtanzahl (Pagination) genutzt,
damit beide garantiert dieselben Ergebnisse zaehlen/zeigen."""
if status:
stmt = stmt.where(Transaction.status == status)
if account_id is not None:
@@ -73,10 +72,47 @@ def list_transactions(
like = f"%{q}%"
stmt = stmt.where(or_(Transaction.purpose.ilike(like),
Transaction.counterparty.ilike(like)))
return stmt
@router.get("", response_model=list[TransactionOut])
def list_transactions(
account_id: int | None = None,
date_from: date | None = None,
date_to: date | None = None,
category_id: int | None = None,
q: str | None = None,
status: str = "confirmed",
limit: int = 200,
offset: int = 0,
session: Session = Depends(get_session),
):
stmt = _apply_transaction_filters(
select(Transaction), account_id=account_id, date_from=date_from,
date_to=date_to, category_id=category_id, q=q, status=status,
)
stmt = stmt.order_by(Transaction.booking_date, Transaction.id).offset(offset).limit(limit)
return [TransactionOut.model_validate(t) for t in session.execute(stmt).scalars()]
def count_transactions(
account_id: int | None = None,
date_from: date | None = None,
date_to: date | None = None,
category_id: int | None = None,
q: str | None = None,
status: str = "confirmed",
session: Session = Depends(get_session),
) -> int:
"""Gesamtanzahl der Buchungen fuer die gleichen Filter wie list_transactions
(ohne limit/offset) - Grundlage fuer die Seitenzahl in der GUI-Pagination."""
stmt = _apply_transaction_filters(
select(func.count(Transaction.id)), account_id=account_id, date_from=date_from,
date_to=date_to, category_id=category_id, q=q, status=status,
)
return session.execute(stmt).scalar_one()
@router.post("", response_model=TransactionOut, status_code=201)
def create_transaction(data: TransactionIn, session: Session = Depends(get_session)):
if session.get(Account, data.account_id) is None:

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@@ -144,6 +144,10 @@ button {
margin-right: 0.5rem;
}
.muted {
color: #888;
}
section.planning-section {
margin-bottom: 2rem;
}
@@ -155,5 +159,6 @@ section.planning-section fieldset {
.version {
margin-top: 2rem;
color: #888;
font-size: 0.85rem;
text-align: center;
font-size: 0.75rem;
}

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@@ -34,12 +34,20 @@
hx-on::after-request="if(event.detail.successful){htmx.trigger(document.getElementById('imports'), 'refresh')}">
<button type="submit">Übernehmen</button>
</form>
{% endif %}
<form class="inline-form" hx-delete="/api/imports/{{ s.id }}" hx-swap="none"
hx-confirm="Import „{{ s.filename }}“ wirklich verwerfen?"
hx-on::after-request="if(event.detail.successful){htmx.trigger(document.getElementById('imports'), 'refresh')}">
<button type="submit">Verwerfen</button>
</form>
{% elif s.status == "confirmed" %}
<span class="muted">Bestätigt — Buchungen übernommen</span>
{% else %}
<form class="inline-form" hx-delete="/api/imports/{{ s.id }}" hx-swap="none"
hx-confirm="Import „{{ s.filename }}“ wirklich verwerfen?"
hx-on::after-request="if(event.detail.successful){htmx.trigger(document.getElementById('imports'), 'refresh')}">
<button type="submit">Verwerfen</button>
</form>
{% endif %}
</td>
</tr>
{% else %}

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@@ -7,6 +7,11 @@
Kontoauszug-PDF hier ablegen oder klicken zum Hochladen
<input type="file" id="file-input" accept="application/pdf" style="display:none">
</div>
<button type="button" hx-post="/api/imports/scan-inbox" hx-swap="none"
hx-on::after-request="if(event.detail.successful){htmx.trigger(document.getElementById('imports'), 'refresh')}">
Inbox scannen
</button>
<p class="muted">Durchsucht <code>~/.local/share/finance_pod/data/inbox/</code> nach neuen PDF-Kontoauszügen.</p>
<p id="upload-message"></p>
<h2>Importe</h2>

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@@ -57,7 +57,7 @@
</table>
<h2>Grafana-Dashboard</h2>
<iframe class="grafana" src="http://{{ request.url.hostname or '127.0.0.1' }}:8097"></iframe>
<iframe class="grafana" src="http://{{ request.url.hostname or '127.0.0.1' }}:8097/d/finanzen/finanzen?orgId=1&kiosk"></iframe>
<p class="hint">Kein Diagramm sichtbar? Einmal in
<a href="http://{{ request.url.hostname or '127.0.0.1' }}:8097" target="_blank">Grafana anmelden</a>
(gleiches Passwort wie hier).</p>

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@@ -87,6 +87,24 @@
</tbody>
</table>
<p class="pager">
{% set pager_params = {
'account_id': filters.account_id,
'date_from': filters.date_from.isoformat() if filters.date_from else None,
'date_to': filters.date_to.isoformat() if filters.date_to else None,
'category_id': filters.category_id,
'q': filters.q,
'status': filters.status,
} %}
{% if page > 1 %}
<a href="/buchungen?{% for k, v in pager_params.items() %}{% if v %}{{ k }}={{ v|urlencode }}&{% endif %}{% endfor %}page={{ page - 1 }}">Zurück</a>
{% endif %}
Seite {{ page }} von {{ total_pages }}
{% if page < total_pages %}
<a href="/buchungen?{% for k, v in pager_params.items() %}{% if v %}{{ k }}={{ v|urlencode }}&{% endif %}{% endfor %}page={{ page + 1 }}">Weiter</a>
{% endif %}
</p>
<fieldset>
<legend>Buchung manuell erfassen</legend>
<form hx-ext="json-form" hx-post="/api/transactions" hx-swap="none"

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@@ -1,3 +1,7 @@
from datetime import date, timedelta
from decimal import Decimal
def test_pages_require_login(client):
for path in ("/", "/buchungen", "/import", "/planung", "/hilfe"):
r = client.get(path, follow_redirects=False)
@@ -41,6 +45,37 @@ def test_version_visible(client):
assert "v0.2.0" in client.get("/").text
def test_buchungen_pagination(client, db):
from app.models.tables import Account, Transaction
acc = Account(bank="dkb", iban="DE01", name="G", type="giro")
db.add(acc)
db.flush()
base = date(2026, 1, 1)
for i in range(1, 61):
purpose = "MARKER51" if i == 51 else f"TX{i}"
db.add(Transaction(
account_id=acc.id, booking_date=base + timedelta(days=i),
amount=Decimal("10.00"), purpose=purpose, counterparty="X",
status="confirmed", dedup_hash=f"hash-{i}",
))
db.commit()
client.post("/login", data={"username": "admin", "password": "geheim"})
r1 = client.get("/buchungen")
assert r1.status_code == 200
assert "Seite 1 von 2" in r1.text
assert "Weiter" in r1.text
assert "MARKER51" not in r1.text
r2 = client.get("/buchungen?page=2")
assert r2.status_code == 200
assert "Seite 2 von 2" in r2.text
assert "Zurück" in r2.text
assert "MARKER51" in r2.text
def test_planning_page_has_all_sections(client):
client.post("/login", data={"username": "admin", "password": "geheim"})
r = client.get("/planung")

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@@ -131,6 +131,17 @@ def test_upload_rejects_non_pdf(client, tmp_path, monkeypatch):
assert r.status_code == 400
def test_delete_error_import_returns_204(client, db):
# Ein fehlgeschlagener Import (status="error") muss verworfen werden
# koennen - nur bestaetigte Importe sind vor dem Loeschen geschuetzt.
from app.models.tables import Statement
db.add(Statement(filename="kaputt.pdf", bank="dkb", status="error",
error_message="PDF nicht lesbar"))
db.commit()
sid = db.query(Statement).one().id
assert client.delete(f"/api/imports/{sid}", headers=H).status_code == 204
def test_upload_corrupt_pdf_produces_error_statement_not_500(client, tmp_path, monkeypatch):
# Datei besteht die Endungspruefung (.pdf), ist aber strukturell kein
# gueltiges PDF -> pdfplumber wirft eine eigene Exception (keine