first ruggedy draft

2026-06-28 13:48:15 +02:00
parent c916f64fcb
commit 1053f6a2a3
78 changed files with 20905 additions and 2 deletions
--- a/apps/api/mousehold_api/services/projects.py
+++ b/apps/api/mousehold_api/services/projects.py
@@ -0,0 +1,136 @@
+from __future__ import annotations
+
+from decimal import Decimal
+
+from mousehold_domain import (
+    FinancialEventStatus,
+    PaymentLineStatus,
+    PaymentStatus,
+    PlanningStatus,
+    ReconciliationStatus,
+    SettlementStatus,
+)
+from sqlalchemy import select
+from sqlalchemy.orm import Session
+
+from .. import models
+from ..schemas import ProjectSummary
+
+
+def _money(value: Decimal | int | str = "0.00") -> Decimal:
+    return Decimal(value).quantize(Decimal("0.01"))
+
+
+def calculate_project_summary(session: Session, project_id: str) -> ProjectSummary:
+    project = session.get(models.Project, project_id)
+    if not project:
+        raise ValueError("Project not found")
+
+    budget_lines = list(
+        session.scalars(
+            select(models.ProjectBudgetLine).where(
+                models.ProjectBudgetLine.project_id == project_id
+            )
+        ).all()
+    )
+    planned_items = list(
+        session.scalars(
+            select(models.ProjectPlannedItem).where(
+                models.ProjectPlannedItem.project_id == project_id
+            )
+        ).all()
+    )
+    payment_lines = list(
+        session.scalars(
+            select(models.PaymentLine)
+            .join(
+                models.ProjectPlannedItem,
+                models.PaymentLine.planned_item_id == models.ProjectPlannedItem.id,
+            )
+            .where(models.ProjectPlannedItem.project_id == project_id)
+        ).all()
+    )
+    linked_events = list(
+        session.scalars(
+            select(models.FinancialEvent).where(models.FinancialEvent.project_id == project_id)
+        ).all()
+    )
+
+    budgeted_total = _money(sum((line.budgeted_amount for line in budget_lines), Decimal("0.00")))
+    committed_total = _money(
+        sum(
+            (
+                item.committed_amount
+                if item.committed_amount is not None
+                else item.estimated_amount
+                if item.planning_status == PlanningStatus.COMMITTED
+                else Decimal("0.00")
+            )
+            for item in planned_items
+        )
+    )
+    paid_total = _money(
+        sum(
+            (
+                line.amount
+                for line in payment_lines
+                if line.status in {PaymentLineStatus.PAID, PaymentLineStatus.RECONCILED}
+            ),
+            Decimal("0.00"),
+        )
+        + sum(
+            (
+                event.amount
+                for event in linked_events
+                if event.status
+                in {
+                    FinancialEventStatus.CONFIRMED,
+                    FinancialEventStatus.BOOKED,
+                    FinancialEventStatus.SETTLED,
+                }
+            ),
+            Decimal("0.00"),
+        )
+    )
+    reconciled_total = _money(
+        sum(
+            (line.amount for line in payment_lines if line.status == PaymentLineStatus.RECONCILED),
+            Decimal("0.00"),
+        )
+    )
+    settled_total = _money(
+        sum(
+            (
+                item.committed_amount or item.estimated_amount
+                for item in planned_items
+                if item.settlement_status == SettlementStatus.SETTLED
+            ),
+            Decimal("0.00"),
+        )
+    )
+    due_later_total = _money(max(Decimal("0.00"), committed_total - paid_total))
+    remaining_uncommitted_budget = _money(budgeted_total - committed_total)
+
+    open_actions: list[str] = []
+    for item in planned_items:
+        expected = item.committed_amount or item.estimated_amount
+        if item.planning_status == PlanningStatus.COMMITTED and item.payment_status in {
+            PaymentStatus.UNPAID,
+            PaymentStatus.PARTIALLY_PAID,
+        }:
+            open_actions.append(f"{item.description} still has payment due.")
+        if item.reconciliation_status == ReconciliationStatus.NO_EVIDENCE and expected > 0:
+            open_actions.append(f"{item.description} needs evidence.")
+
+    return ProjectSummary(
+        project_id=project.id,
+        currency=project.currency,
+        budgeted_total=budgeted_total,
+        committed_total=committed_total,
+        paid_total=paid_total,
+        reconciled_total=reconciled_total,
+        settled_total=settled_total,
+        due_later_total=due_later_total,
+        remaining_uncommitted_budget=remaining_uncommitted_budget,
+        open_actions=open_actions,
+    )