"""Dashboard: pro Nutzer gespeichertes Karten-Layout und die Datenendpunkte je Karte.""" import json from collections import defaultdict from datetime import date, timedelta from fastapi import APIRouter, Body, Depends, Query from sqlalchemy.orm import Session from ..database import get_db from ..deps import get_current_user from ..models import ( Account, Category, CategoryGroup, CategoryKind, DashboardLayout, Transaction, TxnType, User, ) from ..services import balances, budget, currency from .accounts import base_currency from .settings import BUDGET_START_DAY_KEY, get_user_setting router = APIRouter(prefix="/dashboard", tags=["dashboard"]) # Sinnvolles Standard-Layout (12-Spalten-Raster). Eine Karte je Typ. DEFAULT_LAYOUT = [ {"i": "account-balances", "type": "account-balances", "x": 0, "y": 0, "w": 4, "h": 5}, {"i": "budget-donut", "type": "budget-donut", "x": 4, "y": 0, "w": 4, "h": 5}, {"i": "income-expense", "type": "income-expense", "x": 8, "y": 0, "w": 4, "h": 2}, {"i": "budget-progress", "type": "budget-progress", "x": 8, "y": 2, "w": 4, "h": 3}, {"i": "net-worth", "type": "net-worth", "x": 0, "y": 5, "w": 8, "h": 4}, {"i": "recent-transactions", "type": "recent-transactions", "x": 8, "y": 5, "w": 4, "h": 4}, ] def _start_day(db: Session, user: User) -> int: try: return max(1, min(31, int(get_user_setting(db, user, BUDGET_START_DAY_KEY) or "1"))) except ValueError: return 1 def _label(db: Session, user: User) -> str: return budget.current_label(_start_day(db, user)) # --- Layout ---------------------------------------------------------------- @router.get("/layout") def get_layout(db: Session = Depends(get_db), user: User = Depends(get_current_user)) -> dict: row = db.query(DashboardLayout).filter(DashboardLayout.owner_id == user.id).first() if row is None: return {"layout": DEFAULT_LAYOUT, "default": True} try: layout = json.loads(row.layout) except ValueError: layout = DEFAULT_LAYOUT return {"layout": layout, "default": False} @router.put("/layout") def save_layout( layout: list = Body(...), db: Session = Depends(get_db), user: User = Depends(get_current_user), ) -> dict: row = db.query(DashboardLayout).filter(DashboardLayout.owner_id == user.id).first() if row is None: row = DashboardLayout(owner_id=user.id, layout=json.dumps(layout)) db.add(row) else: row.layout = json.dumps(layout) db.commit() return {"layout": layout, "default": False} @router.delete("/layout") def reset_layout(db: Session = Depends(get_db), user: User = Depends(get_current_user)) -> dict: row = db.query(DashboardLayout).filter(DashboardLayout.owner_id == user.id).first() if row is not None: db.delete(row) db.commit() return {"layout": DEFAULT_LAYOUT, "default": True} # --- Kartendaten ----------------------------------------------------------- def _expense_groups(db: Session, user: User) -> list[CategoryGroup]: return ( db.query(CategoryGroup) .filter(CategoryGroup.owner_id == user.id, CategoryGroup.kind == CategoryKind.expense) .order_by(CategoryGroup.position, CategoryGroup.name) .all() ) def _units(groups: list[CategoryGroup], by_category: bool): """Liefert je Anzeige-Einheit (name, farbe, [kategorie-ids]). Bei ``by_category`` ist jede Kategorie eine eigene Einheit, sonst jede Gruppe (Summe ihrer Kategorien).""" for g in groups: if by_category: for c in g.categories: if not c.is_archived: yield (c.name, c.color, [c.id]) else: yield (g.name, g.color, [c.id for c in g.categories if not c.is_archived]) @router.get("/budget-donut") def budget_donut( group_by: str = Query(default="group"), db: Session = Depends(get_db), user: User = Depends(get_current_user), ) -> dict: base = base_currency(db, user) label = _label(db, user) start, end = budget.period_bounds(label, _start_day(db, user)) planned = budget.effective_planned(db, user, label) groups = _expense_groups(db, user) by_category = group_by == "category" def collect(values: dict[int, int]): segs, tot = [], 0 for name, color, ids in _units(groups, by_category): val = sum(values.get(i, 0) for i in ids) if val > 0: segs.append({"name": name, "value": val, "color": color}) tot += val return segs, tot segments, total = collect(planned) mode = "planned" if total == 0: segments, total = collect(budget.actual_expense_by_category(db, user, start, end, base)) mode = "actual" return {"segments": segments, "total": total, "currency": base, "mode": mode, "label": label, "group_by": "category" if by_category else "group"} @router.get("/expense-share") def expense_share( group_by: str = Query(default="category"), db: Session = Depends(get_db), user: User = Depends(get_current_user), ) -> dict: """Tatsächliche Ausgaben des laufenden Budget-Monats je Kategorie/Gruppe. Anders als der Budget-Donut zeigt das rein die Ist-Ausgaben – unabhängig davon, ob für den Monat überhaupt geplant wurde. Die Anteile rechnet die Oberfläche aus `amount` und `total`, damit sich gerundete Prozente nicht zu 99,9 % addieren.""" base = base_currency(db, user) label = _label(db, user) start, end = budget.period_bounds(label, _start_day(db, user)) actual = budget.actual_expense_by_category(db, user, start, end, base) by_category = group_by != "group" rows = [] for name, color, ids in _units(_expense_groups(db, user), by_category): val = sum(actual.get(i, 0) for i in ids) if val > 0: rows.append({"name": name, "color": color, "amount": val}) rows.sort(key=lambda r: r["amount"], reverse=True) return { "rows": rows, "total": sum(r["amount"] for r in rows), "currency": base, "label": label, "group_by": "category" if by_category else "group", } @router.get("/budget-progress") def budget_progress( group_by: str = Query(default="group"), db: Session = Depends(get_db), user: User = Depends(get_current_user), ) -> dict: base = base_currency(db, user) label = _label(db, user) start, end = budget.period_bounds(label, _start_day(db, user)) planned = budget.effective_planned(db, user, label) actual = budget.actual_expense_by_category(db, user, start, end, base) by_category = group_by == "category" rows = [] for name, color, ids in _units(_expense_groups(db, user), by_category): gp = sum(planned.get(i, 0) for i in ids) ga = sum(actual.get(i, 0) for i in ids) if gp > 0 or ga > 0: rows.append({"name": name, "color": color, "planned": gp, "actual": ga, "over": ga > gp}) return {"rows": rows, "currency": base, "label": label, "group_by": "category" if by_category else "group"} @router.get("/income-expense") def income_expense(db: Session = Depends(get_db), user: User = Depends(get_current_user)) -> dict: base = base_currency(db, user) label = _label(db, user) start, end = budget.period_bounds(label, _start_day(db, user)) expense = sum(budget.actual_expense_by_category(db, user, start, end, base).values()) income = sum(budget.income_by_category(db, user, start, end, base).values()) return {"income": income, "expense": expense, "net": income - expense, "currency": base, "label": label} @router.get("/balances") def dashboard_balances(db: Session = Depends(get_db), user: User = Depends(get_current_user)) -> dict: base = base_currency(db, user) today = date.today() accounts = ( db.query(Account) .filter(Account.owner_id == user.id) .order_by(Account.position, Account.name) .all() ) rows = [] total = 0 for a in accounts: bb = balances.account_balance_base_cents(db, a, base, today) rows.append({ "id": a.id, "name": a.name, "icon": a.icon, "color": a.color, "currency": a.currency, "balance_cents": balances.account_balance_cents(db, a), "balance_base_cents": bb, "archived": a.is_archived, }) if not a.is_archived: total += bb return {"accounts": rows, "total": total, "currency": base} @router.get("/net-worth") def net_worth( days: int = Query(default=90, ge=7, le=365), db: Session = Depends(get_db), user: User = Depends(get_current_user), ) -> dict: base = base_currency(db, user) end = date.today() start = end - timedelta(days=days - 1) accounts = db.query(Account).filter(Account.owner_id == user.id, Account.is_archived == False).all() # noqa: E712 acc_by_id = {a.id: a for a in accounts} def to_eur(cents: int, ccy: str, on: date) -> int: v = currency.to_eur_cents(db, cents, ccy, on) return v if v is not None else cents opening_eur = sum(to_eur(a.opening_balance_cents, a.currency, a.opening_date or start) for a in accounts) def zaehlt(acc: Account | None, on: date) -> bool: """Buchungen bis zum Stichtag stecken schon im Anfangssaldo.""" return acc is not None and (acc.opening_date is None or on > acc.opening_date) def eur_effect(t: Transaction) -> int: # Jede Seite wird für sich geprüft: Der Stichtag des Quellkontos kann # anders liegen als der des Zielkontos. effekt = 0 if zaehlt(acc_by_id.get(t.account_id), t.date): effekt += t.amount_eur_cents if t.type == TxnType.income else -t.amount_eur_cents if t.type == TxnType.transfer: to_acc = acc_by_id.get(t.to_account_id) if t.to_account_id else None if zaehlt(to_acc, t.date): credited = t.to_amount_cents if t.to_amount_cents is not None else t.amount_cents effekt += to_eur(credited, to_acc.currency, t.date) return effekt txns = db.query(Transaction).filter( Transaction.owner_id == user.id, Transaction.account_id.in_(list(acc_by_id.keys()) or [0]) ).all() if acc_by_id else [] before = sum(eur_effect(t) for t in txns if t.date < start) deltas: dict[date, int] = defaultdict(int) for t in txns: if start <= t.date <= end: deltas[t.date] += eur_effect(t) running = opening_eur + before labels: list[str] = [] values_eur: list[int] = [] d = start while d <= end: running += deltas.get(d, 0) labels.append(d.isoformat()) values_eur.append(running) d += timedelta(days=1) if base != "EUR": rate = currency.rate_on(db, base, end) if rate is not None: values_eur = [int(round(v * float(rate))) for v in values_eur] return {"labels": labels, "values": values_eur, "currency": base} @router.get("/recent") def recent( limit: int = Query(default=8, le=50), db: Session = Depends(get_db), user: User = Depends(get_current_user), ) -> dict: base = base_currency(db, user) accs = {a.id: a for a in db.query(Account).filter(Account.owner_id == user.id)} cats = {c.id: c for c in db.query(Category).filter(Category.owner_id == user.id)} rows = ( db.query(Transaction) .filter(Transaction.owner_id == user.id) .order_by(Transaction.date.desc(), Transaction.id.desc()) .limit(limit) .all() ) out = [] for t in rows: acc = accs.get(t.account_id) if t.type == TxnType.transfer: to = accs.get(t.to_account_id) title = f"{acc.name if acc else '?'} → {to.name if to else '?'}" icon, color, sign = "arrow-left-right", "#6b7480", None else: cat = cats.get(t.category_id) if t.category_id else None title = cat.name if cat else (t.payee or "—") icon = cat.icon if cat else "more-horizontal" color = cat.color if cat else "#6b7480" sign = "pos" if t.type == TxnType.income else "neg" out.append({ "id": t.id, "date": t.date.isoformat(), "type": t.type.value, "title": title, "icon": icon, "color": color, "sign": sign, "amount_cents": t.amount_cents, "currency": acc.currency if acc else "EUR", "amount_base_cents": t.amount_eur_cents if base == "EUR" else (currency.from_eur_cents(db, t.amount_eur_cents, base, t.date) or t.amount_eur_cents), }) return {"transactions": out, "currency": base}