bin/finance/app/routers/planning.py

from datetime import date
from decimal import Decimal
from typing import Literal

from fastapi import APIRouter, Depends, HTTPException
from pydantic import BaseModel, ConfigDict, Field, model_validator
from sqlalchemy import delete, select
from sqlalchemy.orm import Session

from app.auth import require_auth
from app.db import get_session
from app.engine.loans import loan_schedule
from app.models.tables import (Category, Loan, PlannedItem, RecurringItem,
                               ScenarioLoan)
from app.services.double_count import (CODE as DOPPELZAEHLUNG_CODE, Konflikt,
                                       KreditDaten, PostenDaten,
                                       conflicts_for_loan, conflicts_for_recurring,
                                       kredit_aus, posten_aus)
from app.services.suggestions import suggest_recurring

router = APIRouter(prefix="/api", tags=["planning"],
                   dependencies=[Depends(require_auth)])


# ---------------------------------------------------------------- Recurring
class RecurringIn(BaseModel):
    name: str
    amount: Decimal
    rhythm: Literal["monthly", "quarterly", "yearly"]
    due_day: int = Field(ge=1, le=31)
    start_date: date | None = None
    end_date: date | None = None
    category_id: int | None = None

    @model_validator(mode="after")
    def _ende_nicht_vor_start(self):
        if (self.start_date is not None and self.end_date is not None
                and self.end_date < self.start_date):
            raise ValueError("Ende darf nicht vor Start liegen")
        return self


class RecurringCreate(RecurringIn):
    # Nur Anfrage: bestätigt eine erkannte Doppelzählung (nicht gespeichert).
    doppelzaehlung_bestaetigt: bool = False


class RecurringOut(RecurringIn):
    model_config = ConfigDict(from_attributes=True)
    id: int


class RecurringPatch(BaseModel):
    name: str | None = None
    amount: Decimal | None = None
    rhythm: Literal["monthly", "quarterly", "yearly"] | None = None
    due_day: int | None = Field(default=None, ge=1, le=31)
    start_date: date | None = None
    end_date: date | None = None
    category_id: int | None = None
    doppelzaehlung_bestaetigt: bool = False


class SuggestionOut(BaseModel):
    name: str
    amount: Decimal
    rhythm: str
    due_day: int
    start_date: date | None = None
    category_id: int | None = None
    hinweis: str = ""


def _check_category(session: Session, category_id: int | None) -> None:
    if category_id is not None and session.get(Category, category_id) is None:
        raise HTTPException(404, "Kategorie nicht gefunden")


_CENT = Decimal("0.01")
_FLAG = "doppelzaehlung_bestaetigt"


def _doppelzaehlung(konflikte: list[Konflikt]) -> HTTPException:
    """409 mit strukturierter Erklärung; die GUI zeigt daraus das Warnfenster."""
    return HTTPException(409, detail={
        "code": DOPPELZAEHLUNG_CODE,
        "meldung": ("Der Betrag entspricht vermutlich einer Kreditrate, die bereits "
                    "über „Kredite“ eingeplant ist (oder umgekehrt). Beide zusammen "
                    "zählen die Rate doppelt – Planung und Szenarien wären zu "
                    "pessimistisch. Nur speichern, wenn das wirklich gewollt ist."),
        "konflikte": [{"posten": k.posten_name,
                       "posten_betrag": str(k.posten_betrag.quantize(_CENT)),
                       "kredit": k.kredit_name,
                       "kredit_rate": str(k.kredit_rate.quantize(_CENT))}
                      for k in konflikte],
    })


@router.get("/recurring", response_model=list[RecurringOut])
def list_recurring(session: Session = Depends(get_session)):
    return [RecurringOut.model_validate(r)
            for r in session.execute(select(RecurringItem)).scalars()]


@router.post("/recurring", response_model=RecurringOut, status_code=201)
def create_recurring(data: RecurringCreate, session: Session = Depends(get_session)):
    _check_category(session, data.category_id)
    fields = data.model_dump(exclude={_FLAG})
    if not data.doppelzaehlung_bestaetigt:
        konflikte = conflicts_for_recurring(session, PostenDaten(
            None, fields["name"], fields["amount"], fields["rhythm"],
            fields["start_date"], fields["end_date"]))
        if konflikte:
            raise _doppelzaehlung(konflikte)
    item = RecurringItem(**fields)
    session.add(item)
    session.commit()
    session.refresh(item)
    return RecurringOut.model_validate(item)


# Muss vor /recurring/{item_id} stehen, sonst faengt die {id}-Route den Pfad ab.
@router.get("/recurring/suggestions", response_model=list[SuggestionOut])
def recurring_suggestions(session: Session = Depends(get_session)):
    return suggest_recurring(session)


@router.patch("/recurring/{item_id}", response_model=RecurringOut)
def patch_recurring(item_id: int, data: RecurringPatch,
                    session: Session = Depends(get_session)):
    item = session.get(RecurringItem, item_id)
    if item is None:
        raise HTTPException(404, "Fixposten nicht gefunden")
    vorher = {k.paar for k in conflicts_for_recurring(session, posten_aus(item))}
    fields = data.model_dump(exclude_unset=True, exclude={_FLAG})
    if "category_id" in fields:
        _check_category(session, fields["category_id"])
    for key, value in fields.items():
        setattr(item, key, value)
    if (item.start_date is not None and item.end_date is not None
            and item.end_date < item.start_date):
        session.rollback()
        raise HTTPException(422, "Ende darf nicht vor Start liegen")
    if not data.doppelzaehlung_bestaetigt:
        neu = [k for k in conflicts_for_recurring(session, posten_aus(item))
               if k.paar not in vorher]
        if neu:
            session.rollback()
            raise _doppelzaehlung(neu)
    session.commit()
    session.refresh(item)
    return RecurringOut.model_validate(item)


@router.delete("/recurring/{item_id}", status_code=204)
def delete_recurring(item_id: int, session: Session = Depends(get_session)):
    item = session.get(RecurringItem, item_id)
    if item is None:
        raise HTTPException(404, "Fixposten nicht gefunden")
    session.delete(item)
    session.commit()


# ------------------------------------------------------------------ Planned
class PlannedIn(BaseModel):
    name: str
    amount: Decimal
    due: date
    category_id: int | None = None


class PlannedOut(PlannedIn):
    model_config = ConfigDict(from_attributes=True)
    id: int


class PlannedPatch(BaseModel):
    name: str | None = None
    amount: Decimal | None = None
    due: date | None = None
    category_id: int | None = None


@router.get("/planned", response_model=list[PlannedOut])
def list_planned(session: Session = Depends(get_session)):
    return [PlannedOut.model_validate(p)
            for p in session.execute(select(PlannedItem)).scalars()]


@router.post("/planned", response_model=PlannedOut, status_code=201)
def create_planned(data: PlannedIn, session: Session = Depends(get_session)):
    _check_category(session, data.category_id)
    item = PlannedItem(**data.model_dump())
    session.add(item)
    session.commit()
    session.refresh(item)
    return PlannedOut.model_validate(item)


@router.patch("/planned/{item_id}", response_model=PlannedOut)
def patch_planned(item_id: int, data: PlannedPatch,
                  session: Session = Depends(get_session)):
    item = session.get(PlannedItem, item_id)
    if item is None:
        raise HTTPException(404, "Einmalposten nicht gefunden")
    fields = data.model_dump(exclude_unset=True)
    if "category_id" in fields:
        _check_category(session, fields["category_id"])
    for key, value in fields.items():
        setattr(item, key, value)
    session.commit()
    session.refresh(item)
    return PlannedOut.model_validate(item)


@router.delete("/planned/{item_id}", status_code=204)
def delete_planned(item_id: int, session: Session = Depends(get_session)):
    item = session.get(PlannedItem, item_id)
    if item is None:
        raise HTTPException(404, "Einmalposten nicht gefunden")
    session.delete(item)
    session.commit()


# --------------------------------------------------------------------- Loans
class LoanIn(BaseModel):
    name: str
    principal: Decimal
    annual_rate_pct: Decimal
    term_months: int
    payout_date: date
    repayment_type: Literal["annuity", "bullet"] = "annuity"


class LoanCreate(LoanIn):
    doppelzaehlung_bestaetigt: bool = False


class LoanOut(LoanIn):
    model_config = ConfigDict(from_attributes=True)
    id: int


class LoanPatch(BaseModel):
    name: str | None = None
    principal: Decimal | None = None
    annual_rate_pct: Decimal | None = None
    term_months: int | None = None
    payout_date: date | None = None
    repayment_type: Literal["annuity", "bullet"] | None = None
    doppelzaehlung_bestaetigt: bool = False


class InstallmentOut(BaseModel):
    due: date
    payment: Decimal
    interest: Decimal
    principal: Decimal
    remaining: Decimal


@router.get("/loans", response_model=list[LoanOut])
def list_loans(session: Session = Depends(get_session)):
    return [LoanOut.model_validate(l)
            for l in session.execute(select(Loan)).scalars()]


@router.post("/loans", response_model=LoanOut, status_code=201)
def create_loan(data: LoanCreate, session: Session = Depends(get_session)):
    fields = data.model_dump(exclude={_FLAG})
    if not data.doppelzaehlung_bestaetigt:
        konflikte = conflicts_for_loan(session, KreditDaten(
            None, fields["name"], fields["principal"], fields["annual_rate_pct"],
            fields["term_months"], fields["payout_date"], fields["repayment_type"]))
        if konflikte:
            raise _doppelzaehlung(konflikte)
    loan = Loan(**fields)
    session.add(loan)
    session.commit()
    session.refresh(loan)
    return LoanOut.model_validate(loan)


@router.patch("/loans/{loan_id}", response_model=LoanOut)
def patch_loan(loan_id: int, data: LoanPatch, session: Session = Depends(get_session)):
    loan = session.get(Loan, loan_id)
    if loan is None:
        raise HTTPException(404, "Kredit nicht gefunden")
    vorher = {k.paar for k in conflicts_for_loan(session, kredit_aus(loan))}
    for key, value in data.model_dump(exclude_unset=True, exclude={_FLAG}).items():
        setattr(loan, key, value)
    if not data.doppelzaehlung_bestaetigt:
        neu = [k for k in conflicts_for_loan(session, kredit_aus(loan))
               if k.paar not in vorher]
        if neu:
            session.rollback()
            raise _doppelzaehlung(neu)
    session.commit()
    session.refresh(loan)
    return LoanOut.model_validate(loan)


@router.delete("/loans/{loan_id}", status_code=204)
def delete_loan(loan_id: int, session: Session = Depends(get_session)):
    loan = session.get(Loan, loan_id)
    if loan is None:
        raise HTTPException(404, "Kredit nicht gefunden")
    # Remove scenario assignments first: no DB-level cascade exists, so a
    # dangling ScenarioLoan row would raise a foreign-key violation (500 on
    # Postgres).
    session.execute(delete(ScenarioLoan).where(ScenarioLoan.loan_id == loan_id))
    session.delete(loan)
    session.commit()


@router.get("/loans/{loan_id}/schedule", response_model=list[InstallmentOut])
def get_loan_schedule(loan_id: int, session: Session = Depends(get_session)):
    loan = session.get(Loan, loan_id)
    if loan is None:
        raise HTTPException(404, "Kredit nicht gefunden")
    plan = loan_schedule(Decimal(loan.principal), Decimal(loan.annual_rate_pct),
                         loan.term_months, loan.payout_date, loan.repayment_type)
    return [InstallmentOut(due=i.due, payment=i.payment, interest=i.interest,
                           principal=i.principal, remaining=i.remaining)
           for i in plan]