Initial commit: FPT Financial Planning Tool

2026-07-08 19:19:39 +02:00
commit 4f990c9686
60 changed files with 12436 additions and 0 deletions
@@ -0,0 +1,31 @@
+import { NextRequest, NextResponse } from "next/server";
+import { prisma } from "@/lib/db";
+import { planInclude, toHouseholdInput, toPlanInput, getHouseholdOrNull } from "@/lib/queries";
+import { computePlan, planToCsv } from "@/lib/calculations";
+
+export async function GET(
+  _request: NextRequest,
+  { params }: { params: Promise<{ planId: string }> }
+) {
+  const { planId } = await params;
+  const household = await getHouseholdOrNull();
+  if (!household) {
+    return NextResponse.json({ error: "Kein Haushalt vorhanden." }, { status: 400 });
+  }
+
+  const plan = await prisma.plan.findUnique({ where: { id: planId }, include: planInclude });
+  if (!plan) {
+    return NextResponse.json({ error: "Plan nicht gefunden." }, { status: 404 });
+  }
+
+  const planInput = toPlanInput(plan);
+  const computed = computePlan(planInput, toHouseholdInput(household));
+  const csv = planToCsv(planInput, computed);
+
+  return new NextResponse(csv, {
+    headers: {
+      "Content-Type": "text/csv; charset=utf-8",
+      "Content-Disposition": `attachment; filename="${plan.name.replace(/[^a-z0-9]+/gi, "_")}.csv"`,
+    },
+  });
+}
@@ -0,0 +1,50 @@
+import { NextRequest, NextResponse } from "next/server";
+import { z } from "zod";
+import { prisma } from "@/lib/db";
+import { phaseInclude } from "@/lib/queries";
+
+const createPhaseSchema = z.object({
+  name: z.string().min(1).max(120),
+  durationYears: z.number().int().min(1).max(80),
+  inflationRate: z.number().min(-20).max(50).nullable().optional(),
+  incomeMode: z.enum(["PER_PERSON", "HOUSEHOLD"]).default("HOUSEHOLD"),
+});
+
+// Fuegt eine neue Lebensabschnittsphase am Ende der Phasenkette eines Plans an
+// (TDD Kapitel 3: Phasen werden chronologisch aneinandergereiht).
+export async function POST(
+  request: NextRequest,
+  { params }: { params: Promise<{ planId: string }> }
+) {
+  const { planId } = await params;
+  const body = await request.json();
+  const parsed = createPhaseSchema.safeParse(body);
+  if (!parsed.success) {
+    return NextResponse.json({ error: parsed.error.flatten() }, { status: 400 });
+  }
+
+  const plan = await prisma.plan.findUnique({ where: { id: planId } });
+  if (!plan) {
+    return NextResponse.json({ error: "Plan nicht gefunden." }, { status: 404 });
+  }
+
+  const lastPhase = await prisma.phase.findFirst({
+    where: { planId },
+    orderBy: { sequenceNumber: "desc" },
+  });
+  const nextSequence = (lastPhase?.sequenceNumber ?? 0) + 1;
+
+  const phase = await prisma.phase.create({
+    data: {
+      planId,
+      sequenceNumber: nextSequence,
+      name: parsed.data.name,
+      durationYears: parsed.data.durationYears,
+      inflationRate: parsed.data.inflationRate ?? null,
+      incomeMode: parsed.data.incomeMode,
+    },
+    include: phaseInclude,
+  });
+
+  return NextResponse.json({ phase }, { status: 201 });
+}
@@ -0,0 +1,35 @@
+import { NextRequest, NextResponse } from "next/server";
+import { prisma } from "@/lib/db";
+import { planInclude, toHouseholdInput, toPlanInput, getHouseholdOrNull } from "@/lib/queries";
+import { computePlan } from "@/lib/calculations";
+
+export async function GET(
+  _request: NextRequest,
+  { params }: { params: Promise<{ planId: string }> }
+) {
+  const { planId } = await params;
+  const household = await getHouseholdOrNull();
+  if (!household) {
+    return NextResponse.json({ error: "Kein Haushalt vorhanden." }, { status: 400 });
+  }
+
+  const plan = await prisma.plan.findUnique({ where: { id: planId }, include: planInclude });
+  if (!plan) {
+    return NextResponse.json({ error: "Plan nicht gefunden." }, { status: 404 });
+  }
+
+  const householdInput = toHouseholdInput(household);
+  const planInput = toPlanInput(plan);
+  const computed = computePlan(planInput, householdInput);
+
+  return NextResponse.json({ plan: planInput, computed });
+}
+
+export async function DELETE(
+  _request: NextRequest,
+  { params }: { params: Promise<{ planId: string }> }
+) {
+  const { planId } = await params;
+  await prisma.plan.delete({ where: { id: planId } });
+  return NextResponse.json({ ok: true });
+}
@@ -0,0 +1,120 @@
+import { NextRequest, NextResponse } from "next/server";
+import { z } from "zod";
+import { prisma } from "@/lib/db";
+import { phaseInclude, planInclude } from "@/lib/queries";
+
+const scenarioSchema = z.object({
+  name: z.string().min(1).max(120),
+  branchFromPhaseId: z.string().min(1),
+});
+
+// Erstellt ein neues Szenario als Kopie eines bestehenden Plans ab einer gewaehlten
+// Phase (inklusive). Die Phasenkette bis zu diesem Punkt wird per Deep-Copy dupliziert;
+// ab dort kann der Benutzer die Kette unabhaengig weiterentwickeln (TDD Kapitel 13).
+export async function POST(
+  request: NextRequest,
+  { params }: { params: Promise<{ planId: string }> }
+) {
+  const { planId } = await params;
+  const body = await request.json();
+  const parsed = scenarioSchema.safeParse(body);
+  if (!parsed.success) {
+    return NextResponse.json({ error: parsed.error.flatten() }, { status: 400 });
+  }
+
+  const sourcePlan = await prisma.plan.findUnique({ where: { id: planId }, include: planInclude });
+  if (!sourcePlan) {
+    return NextResponse.json({ error: "Ursprungsplan nicht gefunden." }, { status: 404 });
+  }
+
+  const branchPhase = sourcePlan.phases.find((p) => p.id === parsed.data.branchFromPhaseId);
+  if (!branchPhase) {
+    return NextResponse.json({ error: "Verzweigungsphase nicht gefunden." }, { status: 404 });
+  }
+
+  const phasesToCopy = sourcePlan.phases
+    .filter((p) => p.sequenceNumber <= branchPhase.sequenceNumber)
+    .sort((a, b) => a.sequenceNumber - b.sequenceNumber);
+
+  const newPlanId = await prisma.$transaction(async (tx) => {
+    const newPlan = await tx.plan.create({
+      data: {
+        householdId: sourcePlan.householdId,
+        name: parsed.data.name,
+        parentPlanId: sourcePlan.id,
+      },
+    });
+
+    let lastNewPhaseId = "";
+    for (const phase of phasesToCopy) {
+      const newPhase = await tx.phase.create({
+        data: {
+          planId: newPlan.id,
+          sequenceNumber: phase.sequenceNumber,
+          name: phase.name,
+          durationYears: phase.durationYears,
+          inflationRate: phase.inflationRate,
+          incomeMode: phase.incomeMode,
+          incomeEntries: {
+            create: phase.incomeEntries.map((e) => ({
+              personId: e.personId,
+              label: e.label,
+              amount: e.amount,
+            })),
+          },
+          expenseEntries: {
+            create: phase.expenseEntries.map((e) => ({ label: e.label, amount: e.amount })),
+          },
+          securities: {
+            create: phase.securities.map((s) => ({
+              name: s.name,
+              startValue: s.startValue,
+              expectedReturn: s.expectedReturn,
+              annualContribution: s.annualContribution,
+              ownerTag: s.ownerTag,
+              saleTaxRate: s.saleTaxRate,
+            })),
+          },
+          realEstates: {
+            create: phase.realEstates.map((re) => ({
+              name: re.name,
+              marketValue: re.marketValue,
+              mortgage: re.mortgage,
+              valueGrowth: re.valueGrowth,
+              amortization: re.amortization,
+              salePrice: re.salePrice,
+              saleTaxRate: re.saleTaxRate,
+            })),
+          },
+          oneTimeEvents: {
+            create: phase.oneTimeEvents.map((e) => ({
+              type: e.type,
+              amount: e.amount,
+              description: e.description,
+            })),
+          },
+          retirementInfos: {
+            create: phase.retirementInfos.map((r) => ({
+              personId: r.personId,
+              ahvAmount: r.ahvAmount,
+              pkPensionAmount: r.pkPensionAmount,
+              lumpSumAmount: r.lumpSumAmount,
+              lumpSumTaxRate: r.lumpSumTaxRate,
+            })),
+          },
+        },
+        include: phaseInclude,
+      });
+      lastNewPhaseId = newPhase.id;
+    }
+
+    await tx.plan.update({
+      where: { id: newPlan.id },
+      data: { branchFromPhaseId: lastNewPhaseId },
+    });
+
+    return newPlan.id;
+  });
+
+  return NextResponse.json({ planId: newPlanId }, { status: 201 });
+}
@@ -0,0 +1,53 @@
+import { NextRequest, NextResponse } from "next/server";
+import { z } from "zod";
+import { prisma } from "@/lib/db";
+import { getHouseholdOrNull } from "@/lib/queries";
+
+const createPlanSchema = z.object({
+  name: z.string().min(1).max(120),
+});
+
+export async function GET() {
+  const household = await getHouseholdOrNull();
+  if (!household) {
+    return NextResponse.json({ plans: [] });
+  }
+  const plans = await prisma.plan.findMany({
+    where: { householdId: household.id },
+    orderBy: { createdAt: "asc" },
+    select: {
+      id: true,
+      name: true,
+      parentPlanId: true,
+      branchFromPhaseId: true,
+      createdAt: true,
+      phases: {
+        select: { id: true, name: true, sequenceNumber: true },
+        orderBy: { sequenceNumber: "asc" },
+      },
+    },
+  });
+  return NextResponse.json({ plans });
+}
+
+export async function POST(request: NextRequest) {
+  const household = await getHouseholdOrNull();
+  if (!household) {
+    return NextResponse.json(
+      { error: "Bitte zuerst das Grundprofil (Onboarding) anlegen." },
+      { status: 400 }
+    );
+  }
+
+  const body = await request.json();
+  const parsed = createPlanSchema.safeParse(body);
+  if (!parsed.success) {
+    return NextResponse.json({ error: parsed.error.flatten() }, { status: 400 });
+  }
+
+  const plan = await prisma.plan.create({
+    data: { householdId: household.id, name: parsed.data.name },
+  });
+
+  return NextResponse.json({ plan }, { status: 201 });
+}