Files
certain/backend/app/routers/categories.py
T
ScarriffleandClaude Opus 5 64cbbc8cf6 feat: Kategorien mit Schlagwoertern sind in der Liste erkennbar
Der Schlagwort-Knopf sah bei jeder Kategorie gleich aus - man musste jede
einzeln oeffnen, um zu sehen, wo ueberhaupt etwas hinterlegt ist. Belegte
Kategorien tragen den Knopf jetzt in Akzentfarbe und mit der Anzahl daneben,
der Tooltip nennt sie ausgeschrieben.

Die Zahl kommt als keyword_count an der Kategorie mit, ermittelt in einer
Aggregat-Abfrage fuer die ganze Liste. Ein Abruf je Kategorie waere dafuer
unverhaeltnismaessig gewesen. Gefuellt wird das Feld nur beim Auflisten;
beim Anlegen und Aendern einer Gruppe bleibt es bei 0, wo es ohnehin nichts
aussagt.

Das Popup laedt beim Schliessen die Liste neu, damit die Zahl nach dem
Bearbeiten stimmt.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-20 14:19:42 +02:00

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"""Kategorie-Gruppen und Kategorien (zweistufig). Alles owner-gescoped.
Eine Kategorie erbt ihre Art (Einnahme/Ausgabe) von ihrer Gruppe.
"""
from fastapi import APIRouter, Depends, HTTPException, status
from sqlalchemy import func
from sqlalchemy.orm import Session
from ..database import get_db
from ..deps import get_current_user, get_owned
from ..models import CategorizationRule, Category, CategoryGroup, MatchField, RuleSource, User
from ..schemas import (
CategoryCreate,
CategoryGroupCreate,
CategoryGroupOut,
CategoryGroupUpdate,
CategoryOut,
CategoryUpdate,
FlaggedKeywordOut,
KeywordCreate,
KeywordOut,
KeywordUpdate,
TransferKeywordCreate,
TransferKeywordOut,
)
from ..services.csv_import import normalize_text
router = APIRouter(prefix="/categories", tags=["categories"])
# Ab wann ein manuelles Schlagwort als „stimmt vielleicht nicht" markiert wird:
# mindestens so viele Anwendungen UND mindestens dieser Anteil wegkorrigiert.
FLAG_MIN_APPLIED = 5
FLAG_RATIO_DEN = 3 # >= 1/3 (jede dritte)
def group_out(g: CategoryGroup, keyword_counts: dict[int, int] | None = None) -> CategoryGroupOut:
cats = sorted(g.categories, key=lambda c: (c.position, c.name.lower()))
out = []
for c in cats:
eintrag = CategoryOut.model_validate(c)
if keyword_counts is not None:
eintrag.keyword_count = keyword_counts.get(c.id, 0)
out.append(eintrag)
return CategoryGroupOut(
id=g.id,
name=g.name,
kind=g.kind,
icon=g.icon,
color=g.color,
position=g.position,
is_builtin=g.is_builtin,
categories=out,
)
def _keyword_counts(db: Session, user: User) -> dict[int, int]:
"""Schlagwörter je Kategorie – eine Abfrage für die ganze Liste.
Die Übersicht markiert damit die Kategorien, für die schon etwas hinterlegt
ist; ein Abruf je Kategorie waere dafuer unverhaeltnismaessig."""
zeilen = (
db.query(CategorizationRule.category_id, func.count(CategorizationRule.id))
.filter(
CategorizationRule.owner_id == user.id,
CategorizationRule.source == RuleSource.manual,
CategorizationRule.is_transfer.is_(False),
CategorizationRule.category_id.isnot(None),
)
.group_by(CategorizationRule.category_id)
.all()
)
return {cat_id: anzahl for cat_id, anzahl in zeilen}
def _next_position(db: Session, model, **filters) -> int:
q = db.query(model.position)
for k, v in filters.items():
q = q.filter(getattr(model, k) == v)
row = q.order_by(model.position.desc()).first()
return (row[0] + 1) if row else 0
@router.get("", response_model=list[CategoryGroupOut])
def list_categories(db: Session = Depends(get_db), user: User = Depends(get_current_user)):
groups = (
db.query(CategoryGroup)
.filter(CategoryGroup.owner_id == user.id)
.order_by(CategoryGroup.position, CategoryGroup.name)
.all()
)
counts = _keyword_counts(db, user)
return [group_out(g, counts) for g in groups]
# --- Gruppen ---------------------------------------------------------------
@router.post("/groups", response_model=CategoryGroupOut, status_code=status.HTTP_201_CREATED)
def create_group(
payload: CategoryGroupCreate, db: Session = Depends(get_db), user: User = Depends(get_current_user)
):
g = CategoryGroup(
owner_id=user.id,
name=payload.name.strip(),
kind=payload.kind,
icon=payload.icon,
color=payload.color,
position=_next_position(db, CategoryGroup, owner_id=user.id),
)
db.add(g)
db.commit()
db.refresh(g)
return group_out(g)
@router.patch("/groups/{group_id}", response_model=CategoryGroupOut)
def update_group(
group_id: int,
payload: CategoryGroupUpdate,
db: Session = Depends(get_db),
user: User = Depends(get_current_user),
):
g = get_owned(db, CategoryGroup, group_id, user)
for key, value in payload.model_dump(exclude_unset=True).items():
if value is not None:
setattr(g, key, value)
db.commit()
db.refresh(g)
return group_out(g)
@router.delete("/groups/{group_id}", status_code=status.HTTP_204_NO_CONTENT)
def delete_group(
group_id: int, db: Session = Depends(get_db), user: User = Depends(get_current_user)
):
g = get_owned(db, CategoryGroup, group_id, user)
db.delete(g)
db.commit()
# --- Kategorien ------------------------------------------------------------
@router.post("", response_model=CategoryOut, status_code=status.HTTP_201_CREATED)
def create_category(
payload: CategoryCreate, db: Session = Depends(get_db), user: User = Depends(get_current_user)
):
group = get_owned(db, CategoryGroup, payload.group_id, user)
cat = Category(
owner_id=user.id,
group_id=group.id,
name=payload.name.strip(),
type=group.kind, # erbt die Art der Gruppe
icon=payload.icon,
color=payload.color,
position=_next_position(db, Category, owner_id=user.id, group_id=group.id),
)
db.add(cat)
db.commit()
db.refresh(cat)
return CategoryOut.model_validate(cat)
@router.patch("/{category_id}", response_model=CategoryOut)
def update_category(
category_id: int,
payload: CategoryUpdate,
db: Session = Depends(get_db),
user: User = Depends(get_current_user),
):
cat = get_owned(db, Category, category_id, user)
data = payload.model_dump(exclude_unset=True)
new_group_id = data.pop("group_id", None)
if new_group_id is not None:
group = get_owned(db, CategoryGroup, new_group_id, user)
cat.group_id = group.id
cat.type = group.kind # Art an die neue Gruppe angleichen
for key, value in data.items():
if value is not None or key == "is_archived":
setattr(cat, key, value)
db.commit()
db.refresh(cat)
return CategoryOut.model_validate(cat)
@router.delete("/{category_id}", status_code=status.HTTP_204_NO_CONTENT)
def delete_category(
category_id: int, db: Session = Depends(get_db), user: User = Depends(get_current_user)
):
cat = get_owned(db, Category, category_id, user)
db.delete(cat)
db.commit()
# --- Schlagwörter je Kategorie (manuelle Regeln, Feld = Empfänger ODER Zweck) ---
def _keyword_out(rule: CategorizationRule) -> KeywordOut:
return KeywordOut(id=rule.id, category_id=rule.category_id, word=rule.pattern, amount_cents=rule.amount_cents)
def _owned_manual_rule(db: Session, rule_id: int, user: User) -> CategorizationRule:
rule = db.get(CategorizationRule, rule_id)
if rule is None or rule.owner_id != user.id or rule.source != RuleSource.manual:
raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Nicht gefunden")
return rule
def _conflict(db: Session, clash: CategorizationRule) -> HTTPException:
"""Klare Meldung, wenn ein Schlagwort schon woanders (Kategorie/Transfer) hängt."""
if clash.is_transfer:
wo = "als Transfer-Regel"
else:
cat = db.get(Category, clash.category_id)
wo = f"der Kategorie „{cat.name if cat else '?'}“"
return HTTPException(
status_code=status.HTTP_409_CONFLICT,
detail=f"Schlagwort ist bereits {wo} zugeordnet.",
)
def _find_any_rule(db: Session, user: User, pattern: str, exclude_id: int | None = None):
q = db.query(CategorizationRule).filter(
CategorizationRule.owner_id == user.id,
CategorizationRule.match_field == MatchField.any,
CategorizationRule.pattern == pattern,
)
if exclude_id is not None:
q = q.filter(CategorizationRule.id != exclude_id)
return q.first()
@router.get("/keywords/flagged", response_model=list[FlaggedKeywordOut])
def list_flagged_keywords(db: Session = Depends(get_db), user: User = Depends(get_current_user)):
"""Manuelle Schlagwörter, die auffällig oft wegkorrigiert werden."""
rules = (
db.query(CategorizationRule)
.filter(
CategorizationRule.owner_id == user.id,
CategorizationRule.source == RuleSource.manual,
CategorizationRule.confirmed.is_(False),
CategorizationRule.applied_count >= FLAG_MIN_APPLIED,
CategorizationRule.overridden_count * FLAG_RATIO_DEN >= CategorizationRule.applied_count,
)
.order_by(CategorizationRule.overridden_count.desc())
.all()
)
names = {c.id: c.name for c in db.query(Category).filter(Category.owner_id == user.id)}
return [
FlaggedKeywordOut(
id=r.id, category_id=r.category_id,
category_name="→ Transfer" if r.is_transfer else names.get(r.category_id, "?"),
word=r.pattern, applied_count=r.applied_count, overridden_count=r.overridden_count,
)
for r in rules
]
@router.post("/keywords/{rule_id}/confirm", status_code=status.HTTP_204_NO_CONTENT)
def confirm_keyword(rule_id: int, db: Session = Depends(get_db), user: User = Depends(get_current_user)):
"""„Behalten" – nicht mehr nachfragen, obwohl korrigiert wird."""
rule = _owned_manual_rule(db, rule_id, user)
rule.confirmed = True
db.commit()
@router.patch("/keywords/{rule_id}", response_model=KeywordOut)
def update_keyword(
rule_id: int,
payload: KeywordUpdate,
db: Session = Depends(get_db),
user: User = Depends(get_current_user),
):
"""Schlagwort ändern – Wort und optional Betrag. Ändert sich das Muster,
werden die Korrektur-Zähler zurückgesetzt."""
rule = _owned_manual_rule(db, rule_id, user)
pattern = normalize_text(payload.word)[:255]
if not pattern:
raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="Leeres Schlagwort")
if pattern != rule.pattern:
clash = _find_any_rule(db, user, pattern, exclude_id=rule.id)
if clash is not None:
raise _conflict(db, clash)
rule.pattern = pattern
rule.applied_count = 0
rule.overridden_count = 0
rule.confirmed = False
# Betrag nur anfassen, wenn er mitgeschickt wurde. Ausdrücklich null löscht
# ihn (das leere Betragsfeld im Popup), ein Weglassen lässt ihn stehen.
if "amount_cents" in payload.model_fields_set:
rule.amount_cents = payload.amount_cents
db.commit()
db.refresh(rule)
return _keyword_out(rule)
@router.delete("/keywords/{rule_id}", status_code=status.HTTP_204_NO_CONTENT)
def delete_keyword(rule_id: int, db: Session = Depends(get_db), user: User = Depends(get_current_user)):
rule = _owned_manual_rule(db, rule_id, user)
db.delete(rule)
db.commit()
@router.get("/{category_id}/keywords", response_model=list[KeywordOut])
def list_keywords(category_id: int, db: Session = Depends(get_db), user: User = Depends(get_current_user)):
cat = get_owned(db, Category, category_id, user)
rules = (
db.query(CategorizationRule)
.filter(
CategorizationRule.owner_id == user.id,
CategorizationRule.source == RuleSource.manual,
CategorizationRule.category_id == cat.id,
)
.order_by(CategorizationRule.pattern)
.all()
)
return [_keyword_out(r) for r in rules]
@router.post("/{category_id}/keywords", response_model=KeywordOut, status_code=status.HTTP_201_CREATED)
def add_keyword(
category_id: int,
payload: KeywordCreate,
db: Session = Depends(get_db),
user: User = Depends(get_current_user),
):
cat = get_owned(db, Category, category_id, user)
pattern = normalize_text(payload.word)[:255]
if not pattern:
raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="Leeres Schlagwort")
existing = _find_any_rule(db, user, pattern)
if existing is not None:
if not existing.is_transfer and existing.category_id == cat.id and existing.amount_cents == payload.amount_cents:
return _keyword_out(existing) # schon identisch vorhanden – unverändert zurück
raise _conflict(db, existing)
rule = CategorizationRule(
owner_id=user.id, match_field=MatchField.any, pattern=pattern,
category_id=cat.id, amount_cents=payload.amount_cents,
source=RuleSource.manual, priority=10,
)
db.add(rule)
db.commit()
db.refresh(rule)
return _keyword_out(rule)
# --- Transfer-Schlagwörter (Text -> Transfer, Zielkonto aus Konto-Texten) ------
def _transfer_keyword_out(rule: CategorizationRule) -> TransferKeywordOut:
return TransferKeywordOut(id=rule.id, word=rule.pattern, amount_cents=rule.amount_cents)
@router.get("/transfer-keywords", response_model=list[TransferKeywordOut])
def list_transfer_keywords(db: Session = Depends(get_db), user: User = Depends(get_current_user)):
rules = (
db.query(CategorizationRule)
.filter(
CategorizationRule.owner_id == user.id,
CategorizationRule.source == RuleSource.manual,
CategorizationRule.is_transfer.is_(True),
)
.order_by(CategorizationRule.pattern)
.all()
)
return [_transfer_keyword_out(r) for r in rules]
@router.post("/transfer-keywords", response_model=TransferKeywordOut, status_code=status.HTTP_201_CREATED)
def add_transfer_keyword(
payload: TransferKeywordCreate, db: Session = Depends(get_db), user: User = Depends(get_current_user)
):
pattern = normalize_text(payload.word)[:255]
if not pattern:
raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="Leeres Schlagwort")
existing = _find_any_rule(db, user, pattern)
if existing is not None:
if existing.is_transfer and existing.amount_cents == payload.amount_cents:
return _transfer_keyword_out(existing)
raise _conflict(db, existing)
rule = CategorizationRule(
owner_id=user.id, match_field=MatchField.any, pattern=pattern,
category_id=None, amount_cents=payload.amount_cents, is_transfer=True,
source=RuleSource.manual, priority=10,
)
db.add(rule)
db.commit()
db.refresh(rule)
return _transfer_keyword_out(rule)