Files
FPT/src/app/api/phases/[phaseId]/transition/route.ts
T

229 lines
7.8 KiB
TypeScript

import { NextRequest, NextResponse } from "next/server";
import { z } from "zod";
import { prisma } from "@/lib/db";
import { computeMortgageYearly, computeSecurityYearlyValues } from "@/lib/calculations";
import { floorToThousand } from "@/lib/format";
const transitionItemSchema = z.object({
positionType: z.enum(["SECURITY", "REAL_ESTATE"]),
securityId: z.string().nullable().optional(),
realEstateId: z.string().nullable().optional(),
decision: z.enum(["CARRY_OVER", "SELL"]),
salePrice: z.number().nullable().optional(),
// Nur bei Immobilien-Verkauf relevant (Grundstueckgewinnsteuer in %).
saleTaxRate: z.number().min(0).max(100).nullable().optional(),
});
const putTransitionSchema = z.object({
items: z.array(transitionItemSchema),
});
// Liefert die aktuellen Positionen der Phase (Wertschriften + Immobilien) sowie eine
// evtl. bereits vorhandene Entscheidung, damit die UI den Uebergangs-Screen (TDD 4.4)
// rendern kann.
export async function GET(
_request: NextRequest,
{ params }: { params: Promise<{ phaseId: string }> }
) {
const { phaseId } = await params;
const phase = await prisma.phase.findUnique({
where: { id: phaseId },
include: { securities: true, realEstates: true },
});
if (!phase) {
return NextResponse.json({ error: "Phase nicht gefunden." }, { status: 404 });
}
const nextPhase = await prisma.phase.findFirst({
where: { planId: phase.planId, sequenceNumber: phase.sequenceNumber + 1 },
});
const transition = await prisma.phaseTransition.findUnique({
where: { fromPhaseId: phaseId },
include: { items: true },
});
return NextResponse.json({
positions: {
securities: phase.securities,
realEstates: phase.realEstates,
},
nextPhase,
transition,
});
}
// Speichert die Entscheidungen (Uebernehmen/Verkaufen bzw. Halten/Verkaufen) fuer jede
// Position der Vorphase. Uebernommene/gehaltene Positionen werden automatisch 1:1 (mit
// zurueckgesetztem Sparbeitrag/Amortisation) in der Folgephase angelegt. Verkaufte
// Positionen fliessen als "verfuegbares Startkapital" (Phase.incomingCapital) ein.
export async function PUT(
request: NextRequest,
{ params }: { params: Promise<{ phaseId: string }> }
) {
const { phaseId } = await params;
const body = await request.json();
const parsed = putTransitionSchema.safeParse(body);
if (!parsed.success) {
return NextResponse.json({ error: parsed.error.flatten() }, { status: 400 });
}
const phase = await prisma.phase.findUnique({
where: { id: phaseId },
include: { securities: true, realEstates: true },
});
if (!phase) {
return NextResponse.json({ error: "Phase nicht gefunden." }, { status: 404 });
}
const nextPhase = await prisma.phase.findFirst({
where: { planId: phase.planId, sequenceNumber: phase.sequenceNumber + 1 },
});
if (!nextPhase) {
return NextResponse.json(
{ error: "Es existiert noch keine Folgephase fuer diesen Uebergang." },
{ status: 400 }
);
}
const requiredIds = new Set([
...phase.securities.map((s) => `SECURITY:${s.id}`),
...phase.realEstates.map((re) => `REAL_ESTATE:${re.id}`),
]);
const providedIds = new Set(
parsed.data.items.map((i) => `${i.positionType}:${i.securityId ?? i.realEstateId}`)
);
const missing = [...requiredIds].filter((id) => !providedIds.has(id));
if (missing.length > 0) {
return NextResponse.json(
{ error: "Fuer jede bestehende Position muss Uebernehmen/Halten oder Verkaufen gewaehlt werden." },
{ status: 400 }
);
}
const securityById = new Map(phase.securities.map((s) => [s.id, s]));
const realEstateById = new Map(phase.realEstates.map((re) => [re.id, re]));
let incomingCapital = 0;
const securitiesToCarry: { source: (typeof phase.securities)[number]; endValue: number }[] = [];
const realEstatesToCarry: { source: (typeof phase.realEstates)[number]; remainingMortgage: number }[] = [];
for (const item of parsed.data.items) {
if (item.positionType === "SECURITY" && item.securityId) {
const security = securityById.get(item.securityId);
if (!security) continue;
const endValue = computeSecurityYearlyValues(
security.startValue,
security.expectedReturn,
security.annualContribution,
phase.durationYears
)[phase.durationYears];
if (item.decision === "CARRY_OVER") {
securitiesToCarry.push({ source: security, endValue });
} else {
const gain = Math.max(0, endValue - security.startValue);
const tax = gain * (security.saleTaxRate / 100);
incomingCapital += endValue - tax;
}
} else if (item.positionType === "REAL_ESTATE" && item.realEstateId) {
const realEstate = realEstateById.get(item.realEstateId);
if (!realEstate) continue;
const remainingMortgage = computeMortgageYearly(
realEstate.mortgage,
realEstate.amortization,
phase.durationYears
)[phase.durationYears];
if (item.decision === "CARRY_OVER") {
realEstatesToCarry.push({ source: realEstate, remainingMortgage });
} else {
const salePrice = item.salePrice ?? 0;
const saleTaxRate = item.saleTaxRate ?? 0;
const gain = Math.max(0, salePrice - realEstate.purchasePrice);
const tax = gain * (saleTaxRate / 100);
incomingCapital += salePrice - remainingMortgage - tax;
}
}
}
// Auf ein Vielfaches von 1'000 abrunden, damit der Betrag ueber Wertschriften
// (die nur in 1'000er-Schritten Sparbeitraege/Startwerte annehmen) vollstaendig
// verteilbar bleibt.
incomingCapital = floorToThousand(incomingCapital);
const transition = await prisma.$transaction(async (tx) => {
await tx.phaseTransition.deleteMany({ where: { fromPhaseId: phaseId } });
// Vorherige automatisch uebernommene Positionen aus einem frueheren Speichern
// dieses Uebergangs entfernen, damit sie nicht dupliziert werden. Manuell vom
// Benutzer angelegte Positionen (carriedFrom...Id = null) bleiben unberuehrt.
await tx.security.deleteMany({
where: {
phaseId: nextPhase.id,
carriedFromSecurityId: { in: phase.securities.map((s) => s.id) },
},
});
await tx.realEstate.deleteMany({
where: {
phaseId: nextPhase.id,
carriedFromRealEstateId: { in: phase.realEstates.map((re) => re.id) },
},
});
for (const { source, endValue } of securitiesToCarry) {
await tx.security.create({
data: {
phaseId: nextPhase.id,
name: source.name,
startValue: endValue,
carriedBaseValue: endValue,
expectedReturn: source.expectedReturn,
annualContribution: 0,
ownerTag: source.ownerTag,
saleTaxRate: source.saleTaxRate,
carriedFromSecurityId: source.id,
},
});
}
for (const { source, remainingMortgage } of realEstatesToCarry) {
await tx.realEstate.create({
data: {
phaseId: nextPhase.id,
name: source.name,
purchasePrice: source.purchasePrice,
mortgage: remainingMortgage,
amortization: 0,
carriedFromRealEstateId: source.id,
},
});
}
await tx.phase.update({
where: { id: nextPhase.id },
data: { incomingCapital },
});
return tx.phaseTransition.create({
data: {
fromPhaseId: phaseId,
toPhaseId: nextPhase.id,
items: {
create: parsed.data.items.map((i) => ({
positionType: i.positionType,
securityId: i.securityId ?? null,
realEstateId: i.realEstateId ?? null,
decision: i.decision,
salePrice: i.salePrice ?? null,
saleTaxRate: i.saleTaxRate ?? null,
})),
},
},
include: { items: true },
});
});
return NextResponse.json({ transition, incomingCapital });
}