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feat: eigene Szenarien-Seite /szenarien

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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
wlfb
2026-07-20 13:59:03 +02:00
parent 7b273e218c
commit f03249bff1
5 changed files with 328 additions and 278 deletions
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finance/app/templates/szenarien.html Normal file
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{% extends "base.html" %}
{% block title %}Szenarien – Finanzberatung{% endblock %}
{% block content %}
<h1>Szenarien</h1>
<section class="planning-section">
{% for row in scenario_rows %}
{% set sc = row.scenario %}
<fieldset>
<legend>{{ sc.name }}</legend>
<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>
{% for l in loans %}
<label class="inline-form">
<input type="checkbox" {% if l.id in row.assigned_loan_ids %}checked{% endif %}
onchange="toggleScenarioLoan({{ sc.id }}, {{ l.id }}, this.checked, this)">
{{ l.name }}
</label>
{% else %}
<p>Keine Kredite vorhanden.</p>
{% endfor %}
</details>
<h3>Einträge</h3>
<table>
<thead>
<tr><th>Was</th><th>Art</th><th>Wert/Betrag</th><th>Datum</th><th></th></tr>
</thead>
<tbody>
{% for m in row.modifiers %}
<tr id="mod-row-{{ m.id }}">
<td>
{% if m.target_type == "category" %}Kategorie: {{ category_names.get(m.target_id, m.target_id) }}
{% 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 == 'ende' %}{{ m.end_date.strftime('%d.%m.%Y') if m.end_date else '–' }}{% else %}–{% 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"
hx-on::after-request="if(event.detail.successful){window.location.reload()}">
<button type="submit">Löschen</button>
</form>
</td>
</tr>
<tr id="mod-edit-{{ m.id }}" hidden>
<td colspan="5">
<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>Ziel-Typ
<select name="target_type" data-type="str" onchange="onModTargetTypeChange(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>
</label>
<span class="mod-target-category" {% if m.target_type != 'category' %}style="display:none"{% endif %}>
<label>Kategorie
<select name="target_id" data-type="int" {% if m.target_type != 'category' %}disabled{% endif %}>
{% for c in categories %}<option value="{{ c.id }}" {% if m.target_type == 'category' and c.id == m.target_id %}selected{% endif %}>{{ c.name }}</option>{% endfor %}
</select>
</label>
</span>
<span class="mod-target-recurring" {% if m.target_type != 'recurring' %}style="display:none"{% endif %}>
<label>Posten
<select name="target_id" data-type="int" {% if m.target_type != 'recurring' %}disabled{% endif %}>
{% for r in recurring %}<option value="{{ r.id }}" {% if m.target_type == 'recurring' and r.id == m.target_id %}selected{% endif %}>{{ r.name }}</option>{% endfor %}
</select>
</label>
</span>
<label>Art
<select name="kind" data-type="str" onchange="onEntryArtChange(this)">
{% for k in modifier_kinds %}<option value="{{ k }}" {% if k == m.kind %}selected{% endif %}>{{ k|de_label }}</option>{% endfor %}
</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 sp in row.planned_items %}
<tr id="spi-row-{{ sp.id }}">
<td>{{ sp.name }}</td>
<td>Einmalzahlung</td>
<td class="{{ 'neg' if sp.amount < 0 else '' }}">{{ sp.amount|eur }} €</td>
<td>{{ sp.due.strftime('%d.%m.%Y') }}</td>
<td>
<button type="button" onclick="toggleEdit('spi', {{ sp.id }}, true)">Bearbeiten</button>
<form class="inline-form" hx-delete="/api/scenarios/{{ sc.id }}/planned/{{ sp.id }}" hx-swap="none"
hx-confirm="„{{ sp.name }}“ wirklich löschen?"
hx-on::after-request="if(event.detail.successful){window.location.reload()}">
<button type="submit">Löschen</button>
</form>
</td>
</tr>
<tr id="spi-edit-{{ sp.id }}" hidden>
<td colspan="5">
<form hx-ext="json-form" hx-patch="/api/scenarios/{{ sc.id }}/planned/{{ sp.id }}" hx-swap="none"
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>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>
</form>
</td>
</tr>
{% endfor %}
{% if not row.modifiers and not row.planned_items %}
<tr><td colspan="5">Keine Einträge.</td></tr>
{% endif %}
</tbody>
</table>
<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()}">
<strong>Neuer Eintrag:</strong>
<label>Eintragsart
<select name="kind" data-type="str" onchange="onEntryArtChange(this)">
{% for k in modifier_kinds %}<option value="{{ k }}">{{ k|de_label }}</option>{% endfor %}
<option value="einmal">Einmalzahlung</option>
</select>
</label>
<label>Ziel-Typ
<select name="target_type" data-type="str" onchange="onModTargetTypeChange(this)">
<option value="category">Kategorie</option>
<option value="recurring">Wiederkehrender Posten</option>
</select>
</label>
<span class="mod-target-category">
<label>Kategorie
<select name="target_id" data-type="int">
{% for c in categories %}<option value="{{ c.id }}">{{ c.name }}</option>{% endfor %}
</select>
</label>
</span>
<span class="mod-target-recurring" style="display:none">
<label>Posten
<select name="target_id" data-type="int" disabled>
{% for r in recurring %}<option value="{{ r.id }}">{{ r.name }}</option>{% endfor %}
</select>
</label>
</span>
<label>Wert <input type="text" name="value" data-type="amount" value="0"></label>
<label>Endet am <input type="date" name="end_date" disabled></label>
<label>Name <input type="text" name="name" disabled></label>
<label>Betrag <input type="text" name="amount" data-type="amount" placeholder="5000,00" disabled></label>
<label>Fällig am <input type="date" name="due" disabled></label>
<button type="submit">Hinzufügen</button>
</form>
<form hx-post="/api/scenarios/{{ sc.id }}/project" hx-swap="none"
hx-on::after-request="if(event.detail.successful){window.location.reload()}">
<button type="submit">Durchrechnen</button>
</form>
{% if row.result %}
<p>
Tiefpunkt: {{ row.result.low_point_balance|eur }} € am {{ row.result.low_point_date.strftime('%d.%m.%Y') }}<br>
{% if row.result.below_zero_date %}Unterschreitet 0 € ab {{ row.result.below_zero_date.strftime('%d.%m.%Y') }}<br>{% endif %}
{% if row.result.below_threshold_date %}Unterschreitet Warnschwelle ab {{ row.result.below_threshold_date.strftime('%d.%m.%Y') }}<br>{% endif %}
Kurven in <a href="http://{{ request.url.hostname or '127.0.0.1' }}:8097" target="_blank" rel="noopener">Grafana</a> ansehen.
</p>
{% else %}
<p>Noch nicht durchgerechnet.</p>
{% endif %}
</fieldset>
{% else %}
<p>Noch keine Szenarien.</p>
{% endfor %}
<fieldset>
<legend>Neues Szenario anlegen</legend>
<form hx-ext="json-form" hx-post="/api/scenarios" hx-swap="none"
hx-on::after-request="if(event.detail.successful){window.location.reload()}">
<label>Name <input type="text" name="name" required></label>
<label>Beschreibung <input type="text" name="description"></label>
<label><input type="checkbox" name="include_recurring" data-type="bool" checked> Wiederkehrende Posten einschließen</label>
<label><input type="checkbox" name="include_planned" data-type="bool" checked> Einmalposten einschließen</label>
<button type="submit">Szenario anlegen</button>
</form>
</fieldset>
</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;
recSelect.disabled = isCategory;
}
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; }
}
setDisabled('value', !(art === 'percent' || art === 'absolute'));
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;
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 (recSelect) { recSelect.disabled = !isMod || isCategory; }
}
// 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) {
if (!resp.ok) {
throw new Error('HTTP ' + resp.status);
}
window.location.reload();
})
.catch(function (err) {
checkbox.checked = !checked;
alert('Zuordnung fehlgeschlagen: ' + err.message);
});
}
</script>
{% endblock %}