GuidoandClaude Opus 4.8
204a24d0df
Regeln: - Schlagwörter mit optionaler Betragsbedingung (z. B. „SV = 5.00 → Restaurant"); Betrags-Regeln gewinnen vor betragslosen - Transfer-Schlagwörter (Text → Transfer) auf der Konten-Seite - Konto-Identifikator-Art „Text": erkennt das Zielkonto eines Transfers aus dem Buchungstext (längster passender Text gewinnt) - Migration 0007, Endpunkte, Tests (Betrag/Transfer/Konflikt), gesamt 30 grün Optik: - App-Icon: Münzhaufen (aus Nutzer-SVG) weiß auf grünem Grund, klein gehalten - Farbschema auf pastelliges Grün (Akzent hell/dunkel + Favicon) Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
511 lines
22 KiB
Python
511 lines
22 KiB
Python
"""SQLAlchemy-Modelle.
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Konventionen (wie in der Vorlage): ``Mapped[...] = mapped_column(...)``, Geld als
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Ganzzahl in Cent/Rappen, Enums als kurze VARCHAR-Strings (``native_enum=False``,
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ohne DB-CHECK) – das hält Alembic auf SQLite einfach.
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Phase 0 umfasst nur Benutzer, Sitzungen und Benutzer-Einstellungen. Fachliche
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Tabellen (Konten, Kategorien, Transaktionen, Budget …) kommen in späteren Phasen
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hinzu und werden dann alle über ``owner_id`` je Benutzer getrennt.
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"""
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from __future__ import annotations
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import enum
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# date/time unter Alias, weil es Spalten namens "date"/"time" gibt, die die
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# gleichnamigen Typen sonst in den (späten) Annotationen beschatten.
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from datetime import date as date_t, datetime, time as time_t, timezone
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from sqlalchemy import (
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Boolean,
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Date,
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DateTime,
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Enum as SAEnum,
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ForeignKey,
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Integer,
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Numeric,
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String,
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Text,
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Time,
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UniqueConstraint,
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)
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from sqlalchemy.orm import Mapped, mapped_column, relationship
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from .database import Base
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def _now() -> datetime:
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return datetime.now(timezone.utc)
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def _enum(enum_cls: type[enum.Enum]):
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"""Enum als VARCHAR ohne DB-CHECK – Alembic-freundlich auf SQLite."""
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return SAEnum(enum_cls, native_enum=False, create_constraint=False, length=32)
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class Role(str, enum.Enum):
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admin = "admin"
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user = "user"
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class AccountType(str, enum.Enum):
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girokonto = "girokonto"
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sparkonto = "sparkonto"
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bargeld = "bargeld"
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kreditkarte = "kreditkarte"
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depot = "depot"
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sonstiges = "sonstiges"
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# Kontotypen, deren Ziel-Transfer standardmäßig als budgetierte Ausgabe zählt
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# (Sparen/Investment). Andere Transfers sind budgetneutral.
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SAVINGS_ACCOUNT_TYPES = {AccountType.sparkonto, AccountType.depot}
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class IdentifierKind(str, enum.Enum):
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iban = "iban"
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account_no = "account_no"
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card_no = "card_no"
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text = "text" # freier Erkennungs-Text im Buchungstext (Zielkonto bei Transfers)
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class CategoryKind(str, enum.Enum):
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income = "income"
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expense = "expense"
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class TxnType(str, enum.Enum):
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expense = "expense"
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income = "income"
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transfer = "transfer"
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class BudgetTreatment(str, enum.Enum):
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budgeted = "budgeted"
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neutral = "neutral"
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class AmountMode(str, enum.Enum):
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"""Wie der Betrag in der CSV steht."""
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signed = "signed" # eine Spalte, mit Vorzeichen (− = Ausgabe)
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debit_credit = "debit_credit" # getrennte Soll-/Haben-Spalten
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abs_expense = "abs_expense" # Betrag ohne Vorzeichen, immer Ausgabe
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class MatchField(str, enum.Enum):
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payee = "payee"
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purpose = "purpose"
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any = "any" # trifft, wenn das Muster im Empfänger ODER im Zweck vorkommt
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class RuleSource(str, enum.Enum):
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learned = "learned" # automatisch aus bestätigten Zuordnungen gelernt
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manual = "manual" # vom Nutzer als Schlagwort angelegt
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class ImportStatus(str, enum.Enum):
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committed = "committed"
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undone = "undone"
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class User(Base):
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__tablename__ = "users"
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id: Mapped[int] = mapped_column(Integer, primary_key=True)
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username: Mapped[str] = mapped_column(String(64), unique=True, nullable=False)
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password_hash: Mapped[str] = mapped_column(String(255), nullable=False)
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role: Mapped[Role] = mapped_column(_enum(Role), nullable=False, default=Role.user)
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display_name: Mapped[str | None] = mapped_column(String(120), nullable=True)
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is_active: Mapped[bool] = mapped_column(Boolean, nullable=False, default=True)
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# Vom Admin mit Temporär-Passwort angelegt: beim ersten Login ändern lassen.
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must_change_password: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
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created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=_now)
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sessions: Mapped[list[Session]] = relationship(
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back_populates="user", cascade="all, delete-orphan"
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)
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settings: Mapped[list[UserSetting]] = relationship(
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back_populates="user", cascade="all, delete-orphan"
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)
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class Session(Base):
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"""Server-seitige Sitzung. Im Cookie liegt nur das Klartext-Token, hier der Hash."""
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__tablename__ = "sessions"
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id: Mapped[int] = mapped_column(Integer, primary_key=True)
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user_id: Mapped[int] = mapped_column(
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ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
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)
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token_hash: Mapped[str] = mapped_column(String(64), unique=True, nullable=False, index=True)
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created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=_now)
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expires_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), nullable=False)
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last_seen_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
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user_agent: Mapped[str | None] = mapped_column(String(255), nullable=True)
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user: Mapped[User] = relationship(back_populates="sessions")
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class UserSetting(Base):
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"""Freie Schlüssel-Wert-Einstellungen je Benutzer.
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Bekannte Schlüssel: ``base_currency`` (EUR|CHF), ``budget_start_day`` (int),
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``locale`` (de|en), ``theme`` (system|light|dark), ``date_format``.
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"""
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__tablename__ = "user_settings"
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user_id: Mapped[int] = mapped_column(
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ForeignKey("users.id", ondelete="CASCADE"), primary_key=True
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)
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key: Mapped[str] = mapped_column(String(64), primary_key=True)
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value: Mapped[str | None] = mapped_column(String(255), nullable=True)
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user: Mapped[User] = relationship(back_populates="settings")
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# ---------------------------------------------------------------------------
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# Phase 1: Konten, Kategorien, Transaktionen, Wechselkurse
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# Alle fachlichen Tabellen tragen owner_id und werden nur owner-gescoped gelesen.
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# ---------------------------------------------------------------------------
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class Account(Base):
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__tablename__ = "accounts"
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id: Mapped[int] = mapped_column(Integer, primary_key=True)
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owner_id: Mapped[int] = mapped_column(
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ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
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)
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name: Mapped[str] = mapped_column(String(120), nullable=False)
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type: Mapped[AccountType] = mapped_column(_enum(AccountType), nullable=False, default=AccountType.girokonto)
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currency: Mapped[str] = mapped_column(String(3), nullable=False, default="EUR")
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icon: Mapped[str] = mapped_column(String(40), nullable=False, default="wallet")
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color: Mapped[str] = mapped_column(String(9), nullable=False, default="#3f51b5")
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opening_balance_cents: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
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opening_date: Mapped[date_t | None] = mapped_column(Date, nullable=True)
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is_archived: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
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position: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
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created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=_now)
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updated_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=_now, onupdate=_now)
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identifiers: Mapped[list[AccountIdentifier]] = relationship(
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back_populates="account", cascade="all, delete-orphan"
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)
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class AccountIdentifier(Base):
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"""Erkennungsmerkmal eines Kontos (IBAN/Kontonummer/Kartennummer) für die
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Transfer-Erkennung beim Import. ``value_norm`` ist die normalisierte Form."""
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__tablename__ = "account_identifiers"
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id: Mapped[int] = mapped_column(Integer, primary_key=True)
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account_id: Mapped[int] = mapped_column(
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ForeignKey("accounts.id", ondelete="CASCADE"), nullable=False, index=True
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)
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kind: Mapped[IdentifierKind] = mapped_column(_enum(IdentifierKind), nullable=False, default=IdentifierKind.iban)
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value: Mapped[str] = mapped_column(String(64), nullable=False)
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value_norm: Mapped[str] = mapped_column(String(64), nullable=False, index=True)
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account: Mapped[Account] = relationship(back_populates="identifiers")
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__table_args__ = (
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UniqueConstraint("account_id", "kind", "value_norm", name="uq_ident_account_kind_value"),
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)
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class CategoryGroup(Base):
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__tablename__ = "category_groups"
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id: Mapped[int] = mapped_column(Integer, primary_key=True)
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owner_id: Mapped[int] = mapped_column(
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ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
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)
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name: Mapped[str] = mapped_column(String(120), nullable=False)
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kind: Mapped[CategoryKind] = mapped_column(_enum(CategoryKind), nullable=False, default=CategoryKind.expense)
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icon: Mapped[str] = mapped_column(String(40), nullable=False, default="list")
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color: Mapped[str] = mapped_column(String(9), nullable=False, default="#6b7480")
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position: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
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is_builtin: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
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categories: Mapped[list[Category]] = relationship(
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back_populates="group", cascade="all, delete-orphan"
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)
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class Category(Base):
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__tablename__ = "categories"
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id: Mapped[int] = mapped_column(Integer, primary_key=True)
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owner_id: Mapped[int] = mapped_column(
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ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
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)
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group_id: Mapped[int] = mapped_column(
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ForeignKey("category_groups.id", ondelete="CASCADE"), nullable=False, index=True
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)
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name: Mapped[str] = mapped_column(String(120), nullable=False)
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type: Mapped[CategoryKind] = mapped_column(_enum(CategoryKind), nullable=False, default=CategoryKind.expense)
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icon: Mapped[str] = mapped_column(String(40), nullable=False, default="more-horizontal")
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color: Mapped[str] = mapped_column(String(9), nullable=False, default="#6b7480")
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position: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
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is_builtin: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
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is_archived: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
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group: Mapped[CategoryGroup] = relationship(back_populates="categories")
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class Transaction(Base):
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__tablename__ = "transactions"
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id: Mapped[int] = mapped_column(Integer, primary_key=True)
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owner_id: Mapped[int] = mapped_column(
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ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
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)
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type: Mapped[TxnType] = mapped_column(_enum(TxnType), nullable=False)
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date: Mapped[date_t] = mapped_column(Date, nullable=False, index=True)
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time: Mapped[time_t | None] = mapped_column(Time, nullable=True)
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account_id: Mapped[int] = mapped_column(
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ForeignKey("accounts.id", ondelete="CASCADE"), nullable=False, index=True
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)
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to_account_id: Mapped[int | None] = mapped_column(
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ForeignKey("accounts.id", ondelete="CASCADE"), nullable=True, index=True
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)
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# Betrag in Kontowährung (bei Transfers: abgebuchter Betrag vom Quellkonto).
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amount_cents: Mapped[int] = mapped_column(Integer, nullable=False)
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# Nur bei währungsübergreifenden Transfers: gutgeschriebener Betrag am Zielkonto.
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to_amount_cents: Mapped[int | None] = mapped_column(Integer, nullable=True)
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# Manuell gesetzter Kurs (Kontowährung je 1 EUR); überschreibt den EZB-Kurs.
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fx_rate: Mapped[float | None] = mapped_column(Numeric(18, 8), nullable=True)
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# Eingefrorener EUR-Wert von amount_cents zum Buchungsdatum (Pivot für Budget/Dashboard).
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amount_eur_cents: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
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category_id: Mapped[int | None] = mapped_column(
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ForeignKey("categories.id", ondelete="SET NULL"), nullable=True, index=True
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)
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# Übersteuert die Standard-Regel für Sparen/Depot-Transfers (budgeted|neutral).
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budget_treatment: Mapped[BudgetTreatment | None] = mapped_column(_enum(BudgetTreatment), nullable=True)
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# Kategorie, gegen die ein budgetierter Transfer zählt (Sparen/Investment).
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budget_category_id: Mapped[int | None] = mapped_column(
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ForeignKey("categories.id", ondelete="SET NULL"), nullable=True
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)
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payee: Mapped[str | None] = mapped_column(String(255), nullable=True)
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description: Mapped[str | None] = mapped_column(String(255), nullable=True)
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notes: Mapped[str | None] = mapped_column(Text, nullable=True)
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# Import (Phase 4): Herkunft für Undo und Duplikaterkennung.
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import_batch_id: Mapped[int | None] = mapped_column(
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ForeignKey("import_batches.id", ondelete="SET NULL"), nullable=True, index=True
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)
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import_hash: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
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created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=_now)
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updated_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=_now, onupdate=_now)
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class ExchangeRate(Base):
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"""EZB-Referenzkurs: wie viele Einheiten der Währung ein Euro wert war.
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EUR ist implizit 1.0 (keine Zeile). In der Praxis nur CHF. Nicht owner-gescoped
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(öffentliche Referenzdaten)."""
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__tablename__ = "exchange_rates"
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date: Mapped[date_t] = mapped_column(Date, primary_key=True)
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currency: Mapped[str] = mapped_column(String(3), primary_key=True)
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rate_per_eur: Mapped[float] = mapped_column(Numeric(18, 8), nullable=False)
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source: Mapped[str] = mapped_column(String(16), nullable=False, default="ecb")
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# ---------------------------------------------------------------------------
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# Phase 2: Budget (ein Standard-Budget als Vorlage + Monats-Overrides)
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# Planned-Beträge sind in der Hauptwährung des Nutzers.
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# ---------------------------------------------------------------------------
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class BudgetTemplateLine(Base):
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"""Standard-Budget je Kategorie (die editierbare Vorlage)."""
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__tablename__ = "budget_template_lines"
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id: Mapped[int] = mapped_column(Integer, primary_key=True)
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owner_id: Mapped[int] = mapped_column(
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ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
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)
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category_id: Mapped[int] = mapped_column(
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ForeignKey("categories.id", ondelete="CASCADE"), nullable=False
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)
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planned_cents: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
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__table_args__ = (
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UniqueConstraint("owner_id", "category_id", name="uq_tpl_owner_category"),
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)
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class PlannedIncomeLine(Base):
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"""Geplante Einnahme (z. B. Gehalt) mit optionaler Kategorie und Zielkonto."""
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__tablename__ = "planned_income_lines"
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id: Mapped[int] = mapped_column(Integer, primary_key=True)
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owner_id: Mapped[int] = mapped_column(
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ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
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)
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label: Mapped[str] = mapped_column(String(120), nullable=False)
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category_id: Mapped[int | None] = mapped_column(
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ForeignKey("categories.id", ondelete="SET NULL"), nullable=True
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)
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target_account_id: Mapped[int | None] = mapped_column(
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ForeignKey("accounts.id", ondelete="SET NULL"), nullable=True
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)
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planned_cents: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
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position: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
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class BudgetPeriod(Base):
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"""Ein Budget-Monat. Existiert erst, sobald der Monat angepasst wurde."""
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__tablename__ = "budget_periods"
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id: Mapped[int] = mapped_column(Integer, primary_key=True)
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owner_id: Mapped[int] = mapped_column(
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ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
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)
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label: Mapped[str] = mapped_column(String(7), nullable=False) # YYYY-MM (End-/Hauptmonat)
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customized: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
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created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=_now)
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lines: Mapped[list[BudgetPeriodLine]] = relationship(
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back_populates="period", cascade="all, delete-orphan"
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)
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__table_args__ = (
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UniqueConstraint("owner_id", "label", name="uq_period_owner_label"),
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)
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class BudgetPeriodLine(Base):
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"""Monatsspezifischer Budget-Wert (Snapshot-on-Customize)."""
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__tablename__ = "budget_period_lines"
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id: Mapped[int] = mapped_column(Integer, primary_key=True)
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budget_period_id: Mapped[int] = mapped_column(
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ForeignKey("budget_periods.id", ondelete="CASCADE"), nullable=False, index=True
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)
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category_id: Mapped[int] = mapped_column(
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ForeignKey("categories.id", ondelete="CASCADE"), nullable=False
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)
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planned_cents: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
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period: Mapped[BudgetPeriod] = relationship(back_populates="lines")
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__table_args__ = (
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UniqueConstraint("budget_period_id", "category_id", name="uq_periodline_period_category"),
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)
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||
|
||
# ---------------------------------------------------------------------------
|
||
# Phase 3: Dashboard-Layout (frei anordbare Karten, JSON, je Benutzer)
|
||
# ---------------------------------------------------------------------------
|
||
|
||
|
||
class DashboardLayout(Base):
|
||
__tablename__ = "dashboard_layouts"
|
||
|
||
id: Mapped[int] = mapped_column(Integer, primary_key=True)
|
||
owner_id: Mapped[int] = mapped_column(
|
||
ForeignKey("users.id", ondelete="CASCADE"), nullable=False, unique=True, index=True
|
||
)
|
||
# JSON-Array: [{i, type, x, y, w, h, props}]
|
||
layout: Mapped[str] = mapped_column(Text, nullable=False, default="[]")
|
||
updated_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=_now, onupdate=_now)
|
||
|
||
|
||
# ---------------------------------------------------------------------------
|
||
# Phase 4: CSV-Import (Templates, Batches für Undo, lernende Kategorie-Regeln)
|
||
# ---------------------------------------------------------------------------
|
||
|
||
|
||
class ImportTemplate(Base):
|
||
__tablename__ = "import_templates"
|
||
|
||
id: Mapped[int] = mapped_column(Integer, primary_key=True)
|
||
owner_id: Mapped[int] = mapped_column(
|
||
ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
|
||
)
|
||
name: Mapped[str] = mapped_column(String(120), nullable=False)
|
||
delimiter: Mapped[str] = mapped_column(String(2), nullable=False, default=";")
|
||
decimal_sep: Mapped[str] = mapped_column(String(1), nullable=False, default=",")
|
||
date_format: Mapped[str] = mapped_column(String(32), nullable=False, default="%d.%m.%Y")
|
||
encoding: Mapped[str] = mapped_column(String(16), nullable=False, default="utf-8")
|
||
has_header: Mapped[bool] = mapped_column(Boolean, nullable=False, default=True)
|
||
skip_rows: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
|
||
amount_mode: Mapped[AmountMode] = mapped_column(_enum(AmountMode), nullable=False, default=AmountMode.signed)
|
||
# JSON: Feld -> 0-basierter Spaltenindex (oder null). Felder: date, time,
|
||
# amount, debit, credit, currency, payee, purpose, counterparty_iban.
|
||
column_map: Mapped[str] = mapped_column(Text, nullable=False, default="{}")
|
||
created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=_now)
|
||
|
||
|
||
class ImportBatch(Base):
|
||
__tablename__ = "import_batches"
|
||
|
||
id: Mapped[int] = mapped_column(Integer, primary_key=True)
|
||
owner_id: Mapped[int] = mapped_column(
|
||
ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
|
||
)
|
||
account_id: Mapped[int] = mapped_column(
|
||
ForeignKey("accounts.id", ondelete="CASCADE"), nullable=False
|
||
)
|
||
template_id: Mapped[int | None] = mapped_column(
|
||
ForeignKey("import_templates.id", ondelete="SET NULL"), nullable=True
|
||
)
|
||
filename: Mapped[str] = mapped_column(String(255), nullable=False, default="")
|
||
row_count: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
|
||
imported_count: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
|
||
status: Mapped[ImportStatus] = mapped_column(_enum(ImportStatus), nullable=False, default=ImportStatus.committed)
|
||
created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=_now)
|
||
|
||
|
||
class CategorizationRule(Base):
|
||
"""Regel: Empfänger/Zweck enthält Muster -> Kategorie.
|
||
|
||
Zwei Quellen (``source``): ``learned`` wird beim Import automatisch aus
|
||
bestätigten Zuordnungen gelernt; ``manual`` legt der Nutzer als Schlagwort je
|
||
Kategorie an. ``applied_count``/``overridden_count`` zählen, wie oft die Regel
|
||
zutraf und wie oft ihr Vorschlag wegkorrigiert wurde – daraus wird ein
|
||
manuelles Schlagwort ggf. als „stimmt vielleicht nicht" markiert."""
|
||
|
||
__tablename__ = "categorization_rules"
|
||
|
||
id: Mapped[int] = mapped_column(Integer, primary_key=True)
|
||
owner_id: Mapped[int] = mapped_column(
|
||
ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
|
||
)
|
||
match_field: Mapped[MatchField] = mapped_column(_enum(MatchField), nullable=False, default=MatchField.payee)
|
||
pattern: Mapped[str] = mapped_column(String(255), nullable=False) # normalisiert (lowercase)
|
||
category_id: Mapped[int | None] = mapped_column(
|
||
ForeignKey("categories.id", ondelete="CASCADE"), nullable=True
|
||
)
|
||
# Optionale Zusatzbedingung: Regel greift nur bei genau diesem (absoluten) Betrag.
|
||
amount_cents: Mapped[int | None] = mapped_column(Integer, nullable=True)
|
||
# Wenn True: passende Buchung wird zum Transfer (category_id bleibt leer).
|
||
is_transfer: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
|
||
source: Mapped[RuleSource] = mapped_column(_enum(RuleSource), nullable=False, default=RuleSource.learned)
|
||
priority: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
|
||
hits: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
|
||
applied_count: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
|
||
overridden_count: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
|
||
# „Behalten, nicht mehr fragen" – unterdrückt das Flaggen trotz Korrekturen.
|
||
confirmed: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
|
||
created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=_now)
|
||
|
||
__table_args__ = (
|
||
UniqueConstraint("owner_id", "match_field", "pattern", name="uq_rule_owner_field_pattern"),
|
||
)
|