Compare commits
1 Commits
| Author | SHA1 | Date | |
|---|---|---|---|
 Daniel Krähenbühl
|
c03d2a97ab |
+1
-52
@@ -5,58 +5,7 @@ All notable changes to this project will be documented in this file.
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The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/),
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and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
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## [Unreleased]
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### Added
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- Financial Year: Income tab zeigt neu Revenue Accounts (Typ «Einnahmequelle») statt YearlyIncome-Einträge — Monatsgehalt × Monate = Jahreseinkommen; Toggle-Button pro Konto für 12 oder 13 Monatslöhne; Gesamtjahreseinkommen-Summe am Tab-Ende
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- Account-Model: `salary_months` Feld (IntegerField, default 12, choices 12/13, Migration 0021); `patchAccount()` in ApiService
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- Financial Year: Summary-Cards überarbeitet — (1) Jahreseinkommen aus Revenue Accounts, (2) Fixkosten/Monat × 12 = Jahresbetrag aus `/budgets`, (3) tatsächliche Ausgaben des gewählten Jahres aus `/expenses` (ersetzt «Verfügbar»)
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- Financial Year: Haushalt-Finanzjahr erstellbar — Modal «Neues Jahr starten» zeigt Radio-Buttons «Persönlich» / Haushalt-Name wenn User aktive Haushaltsmitgliedschaft hat; Backend akzeptiert optionales `household_id` bei `POST /api/financial-years/`
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- Financial Year: Haushalt-Modus Einnahmen-Tab zeigt Revenue Accounts aller aktiven Haushaltsmitglieder (neuer Endpoint `GET /api/households/<pk>/revenue-accounts/`); Partner-Accounts mit E-Mail-Hinweis
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- `household_id` in FinancialYear-Serializer-Response
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- Haushalt Einladungsflow für nicht-registrierte Benutzer: `PendingHouseholdInvite` Model (Migration 0022) speichert E-Mail ohne User-FK; nach Registrierung wird `HouseholdMembership` automatisch angelegt und `PendingHouseholdInvite` gelöscht
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- Einladungs-E-Mail via `household_invite` Template (HTML + Plaintext) mit variablem CTA-Label; bestehende User erhalten «Einladung annehmen» → `/financial-year`, neue User «Konto erstellen & beitreten» → `/register`
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- Frontend zeigt ausstehende Einladungen an nicht-registrierte Adressen mit Badge «Nicht registriert» in der Haushaltsliste
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- `FRONTEND_URL` Setting (default `http://localhost:4200`; Prod: `https://www.armarium.ch` in `.env`)
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- ProfileSerializer: `get_email()` gibt `user.email` zurück wenn Profile-Email leer — verhindert dass `myMembership()` für neue User keine Treffer findet
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### Fixed
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- Dashboard: `totalExpenses()` filterte nicht nach ausgewähltem Jahr — alle Ausgaben wurden summiert
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- Dashboard: `totalIncome()` und `totalFixedCosts()` lasen aus FinancialYear statt aus Revenue Accounts / `/budgets` — inkonsistent mit Dateneingabe-Workflow des Users
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- Financial Year: `updateIncome()` und `updateBudgetItem()` verwendeten `PUT` statt `PATCH` → 405 Method Not Allowed
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- Financial Year: `reloadCurrentYear()` löste `NG0100 ExpressionChangedAfterItHasBeenCheckedError` aus — Signal-Updates in `setTimeout()` verschoben
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- Financial Year: `PATCH /incomes/<id>/` und `/budget-items/<id>/` gaben 403 zurück wenn `is_active=False` auf FinancialYear — `is_active`-Check aus 5 Backend-Views entfernt
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- Backend: `Profile.email_verified` und verwandte Felder existierten in DB aber nicht im Model → `IntegrityError` beim Login neuer User; Felder ins Model aufgenommen (Migration 0023, fake-applied); DB-Defaults via `ALTER COLUMN ... SET DEFAULT` gesetzt
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### Added
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- Feature: Jahresplanung (`/financial-year`) — neue Seite mit Jahres-Dropdown, 3 Summary-Cards (Einnahmen, Fixkosten, Verfügbar + Sparquote), Tabs Einnahmen/Fixkosten, Inline-Formular für CRUD; Button "Neues Jahr starten" — max. 1 Jahr im Voraus (Backend + Frontend enforced)
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- Backend: `FinancialYear`, `YearlyIncome`, `YearlyBudgetItem`, `Household`, `HouseholdMembership` Modelle (Migration 0019); exclusivity-Constraint via `CheckConstraint(condition=...)` (Django 6.0.4), partielle Unique-Constraints für persönliche und Haushalt-Jahre
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- Backend: `FinancialYearListCreateView`, `FinancialYearDetailView`, `FinancialYearCopyView`, `YearlyIncomeListCreateView/DetailView`, `YearlyBudgetItemListCreateView/DetailView`, `HouseholdListCreateView`, `HouseholdInviteView`, `HouseholdAcceptView`, `HouseholdLeaveView`, `HouseholdSetRoleView`
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- Backend: `GET/POST /api/financial-years/`, `GET/PATCH/DELETE /api/financial-years/<year>/`, `POST /api/financial-years/<year>/copy-from/<source>/`, nested Endpunkte für Incomes und Budget Items; `GET/POST /api/households/`, Invite/Accept/Leave/SetRole
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- Backend: Jahr-Erstellungs-Begrenzer — max. `current_calendar_year + 1`; plus "nur nächstes Jahr nach dem Maximum" Constraint
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- Backend: `role` Feld auf `HouseholdMembership` (`member` | `admin`, Migration 0020); Gründer erhält automatisch `role='admin'`; Einladungen erlaubt für Gründer und aktive Admins; Rollenvergabe nur durch Gründer via `POST /api/households/<pk>/members/<id>/set-role/`
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- Dashboard: `totalIncome()` und `totalFixedCosts()` lesen nun aus `FinancialYearService.list()` für das gewählte Jahr (statt alte Account/Budget-Daten); Jahres-Dropdown zeigt echte FinancialYear-Jahre; Donut-Chart zeigt `YearlyBudgetItem` des gewählten Jahres; Jahrwechsel re-rendert beide Charts
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- Backend: Django Management Command `migrate_to_financial_year` — migriert bestehende Revenue-Accounts → `YearlyIncome` und Budgets → `YearlyBudgetItem` für Jahr 2026; idempotent, `--dry-run` Flag verfügbar
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- Frontend: `FinancialYearService` (`services/financial-year.ts`) mit Typen `FinancialYear`, `YearlyIncome`, `YearlyBudgetItem`, `Household`, `HouseholdMembership` und allen API-Methoden
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- Frontend: Household-Sektion auf `/financial-year` — Haushalt gründen (Inline-Form), Mitglieder-Liste mit Status- und Rollen-Badge, Einladen per E-Mail (Admins + Gründer), Rollen-Toggle (Key-Icon, nur Gründer), Pending-Einladungs-Banner mit "Annehmen", "Verlassen"-Button mit Bestätigungs-Modal
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- Sidebar: "Jahresplanung" Nav-Item (Bar-Chart-Icon, Violet) zwischen Kalender und Konten
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- i18n: `sidebar.financial_year`, `financial_year.*` Schlüssel (DE/EN/FR/IT)
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- Dashboard: Einnahmen vs. Ausgaben — Flowbite-Redesign mit Icon-Header (Violet), 3 Serien (Einnahmen/Fixkosten/Variable Ausgaben), gerundete Balken, kein Grid/Y-Axis, custom Tooltip mit ausgeschriebenem Monatsnamen in Landessprache, Jahres-Dropdown im Footer
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- Dashboard: Fixkostenaufschlüsselung — Pie Chart (war: Donut) mit %-Datenlabels direkt auf Segmenten; Toggle-Button (Violet) wechselt zur Listenansicht mit Name, CHF-Betrag und %; Violet-Farbpalette
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- Dashboard: Sparquote — Violet-Marker auf Progress-Bar an der Zielposition; Settings-Toggle (Badge-Icon, Violet) öffnet Einstellungsansicht mit Zahlenfeld, Live-Marker-Preview und Speichern/Abbrechen; Ziel persisted im Profil (`savings_rate_goal`, Default 20%)
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- Backend: `savings_rate_goal` Feld auf `Profile`-Modell (Migration 0018)
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- i18n: `dashboard.view_report`, `dashboard.goal_hint` in DE/EN/FR/IT; `dashboard.goal` von "Ziel: 20%" zu "Sparziel" geändert
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- Security: Cloudflare Turnstile CAPTCHA on login and register — `TurnstileComponent` (Angular, polls until script loaded, auto-reset on error); backend verifies token via `_verify_turnstile()` using urllib (no extra dependency); `DEBUG=True` and `localhost` bypass for local development; Submit button disabled until widget resolves
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- Infrastructure: Brevo SMTP configured for transactional email (`smtp-relay.brevo.com:587`, TLS); domain `armarium.ch` verified with SPF/DKIM; account activation pending (requested via contact@brevo.com)
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- i18n: `auth.errors.captcha_failed` key in DE/EN/FR/IT
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- Docs: `design-system.md` — Brand design reference with colors, typography (desktop/mobile), icons, component patterns and Tailwind classes
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### Changed
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- `.env.example`: added `TURNSTILE_SECRET_KEY` and Brevo `EMAIL_*` variables
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---
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## [1.1.0] - 2026-05-17
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## [1.1.0] - 2026-05-19
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### Added
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- Auth: E-Mail-Verifikation bei Registrierung — Token (SHA-256-Hash in DB, 24h gültig) wird per Mail versendet; `/verify-email?token=` Frontend-Route löst automatisch `POST /api/auth/verify-email/` aus
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@@ -104,7 +104,6 @@ EMAIL_HOST_USER = os.environ.get('EMAIL_HOST_USER', '')
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EMAIL_HOST_PASSWORD = os.environ.get('EMAIL_HOST_PASSWORD', '')
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EMAIL_USE_TLS = os.environ.get('EMAIL_USE_TLS', 'True') == 'True'
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DEFAULT_FROM_EMAIL = os.environ.get('DEFAULT_FROM_EMAIL', 'noreply@armarium.ch')
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FRONTEND_URL = os.environ.get('FRONTEND_URL', 'http://localhost:4200')
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LOGGING = {
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'version': 1,
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+4
-19
@@ -7,18 +7,13 @@ from rest_framework.routers import DefaultRouter
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from rest_framework_simplejwt.views import TokenRefreshView
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from finance.views import (
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AccountViewSet, TransactionViewSet, BudgetViewSet,
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ExpenseViewSet, DeadlineViewSet, ProfileView, RegisterView, LogoutView, ChangePasswordView,
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ExpenseViewSet, DeadlineViewSet, InsuranceViewSet, PraemienView, PraemienVergleichView, ProfileView, RegisterView, LogoutView, ChangePasswordView,
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ICalUrlView, ICalFeedView, NotificationsView, SearchView,
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LoginView, TwoFactorLoginView, TwoFactorSetupView, TwoFactorEnableView, TwoFactorDisableView,
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TwoFactorRecoverRequestView, TwoFactorRecoverConfirmView,
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SessionListView, SessionRevokeView, SessionRevokeAllView,
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DataExportView, NotificationPrefsView,
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VerifyEmailView, PasswordResetRequestView, PasswordResetConfirmView,
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FinancialYearListCreateView, FinancialYearDetailView, FinancialYearCopyView,
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YearlyIncomeListCreateView, YearlyIncomeDetailView,
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YearlyBudgetItemListCreateView, YearlyBudgetItemDetailView,
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HouseholdListCreateView, HouseholdInviteView, HouseholdAcceptView, HouseholdLeaveView,
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HouseholdSetRoleView, HouseholdRevenueAccountsView,
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)
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router = DefaultRouter()
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@@ -27,6 +22,7 @@ router.register(r'transactions', TransactionViewSet, basename='transaction')
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router.register(r'budgets', BudgetViewSet, basename='budget')
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router.register(r'expenses', ExpenseViewSet, basename='expense')
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router.register(r'deadlines', DeadlineViewSet, basename='deadline')
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router.register(r'insurances', InsuranceViewSet, basename='insurance')
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_admin_url = os.environ.get('ADMIN_URL', 'manage/').strip('/')+ '/'
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@@ -55,19 +51,8 @@ urlpatterns = [
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path('api/notifications/prefs/', NotificationPrefsView.as_view()),
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path('api/search/', SearchView.as_view()),
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path('api/notifications/', NotificationsView.as_view()),
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path('api/praemien/', PraemienView.as_view()),
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path('api/praemien/vergleich/', PraemienVergleichView.as_view()),
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path('api/calendar/ical-url/', ICalUrlView.as_view()),
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path('api/calendar/ical/<int:user_id>/<str:token>/', ICalFeedView.as_view()),
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path('api/financial-years/', FinancialYearListCreateView.as_view()),
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path('api/financial-years/<int:year>/', FinancialYearDetailView.as_view()),
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path('api/financial-years/<int:year>/copy-from/<int:source_year>/', FinancialYearCopyView.as_view()),
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path('api/financial-years/<int:year>/incomes/', YearlyIncomeListCreateView.as_view()),
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path('api/financial-years/<int:year>/incomes/<int:pk>/', YearlyIncomeDetailView.as_view()),
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path('api/financial-years/<int:year>/budget-items/', YearlyBudgetItemListCreateView.as_view()),
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path('api/financial-years/<int:year>/budget-items/<int:pk>/', YearlyBudgetItemDetailView.as_view()),
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path('api/households/', HouseholdListCreateView.as_view()),
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path('api/households/<int:pk>/invite/', HouseholdInviteView.as_view()),
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path('api/households/<int:pk>/accept/', HouseholdAcceptView.as_view()),
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path('api/households/<int:pk>/leave/', HouseholdLeaveView.as_view()),
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path('api/households/<int:pk>/members/<int:membership_id>/set-role/', HouseholdSetRoleView.as_view()),
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path('api/households/<int:pk>/revenue-accounts/', HouseholdRevenueAccountsView.as_view()),
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] + static(settings.MEDIA_URL, document_root=settings.MEDIA_ROOT)
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@@ -0,0 +1,309 @@
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"""
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Management command: import_praemien
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Imports Swiss KVG premium data from two BAG sources:
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1. praemienregionen_{year}.xlsx (Priminfo)
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PLZ → BFS-Nr, Gemeinde, Kanton, Prämienregion (0-3) + Ø-Monatsrämien
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→ PraemienEntry model
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2. Prämien_CH.csv (opendata.bagnet.ch / opendata.swiss)
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Full per-insurer, per-model, per-franchise granular premiums
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→ PraemienPolice model
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Usage:
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python manage.py import_praemien # import both, latest year
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python manage.py import_praemien --year 2025
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python manage.py import_praemien --skip-policen # only PLZ/region data
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python manage.py import_praemien --skip-regionen # only granular policen data
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"""
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import csv
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import io
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import urllib.request
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import zipfile
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import xml.etree.ElementTree as ET
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from decimal import Decimal, InvalidOperation
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from django.core.management.base import BaseCommand, CommandError
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from finance.models import PraemienEntry, PraemienPolice
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NS = {'x': 'http://schemas.openxmlformats.org/spreadsheetml/2006/main'}
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REGIONEN_URL = 'https://www.priminfo.admin.ch/downloads/praemienregionen_{year}.xlsx'
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POLICEN_URL = 'https://opendata.bagnet.ch/?r=/download&path=L1ByYWVtaWVuL1Byw6RtaWVuX0NILmNzdg%3D%3D'
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LATEST_YEAR = 2025 # praemienregionen: update each September when BAG publishes new file
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POLICEN_YEAR = 2026 # Prämien_CH.csv always contains the upcoming business year
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# BAG insurer ID → display name (stable, regulated by BAG)
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INSURER_NAMES: dict[int, str] = {
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8: 'Helsana AG',
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32: 'KPT/CPT',
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134: 'CSS Versicherung AG',
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194: 'Concordia',
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246: 'Groupe Mutuel',
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290: 'Sanitas Krankenversicherung',
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312: 'SWICA Krankenversicherung',
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343: 'Visana AG',
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360: 'Atupri Krankenkasse',
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376: 'Kolping Krankenkasse',
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455: 'EGK-Gesundheitskasse',
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509: 'Galenos AG',
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780: 'Luzerner Hinterland Krankenkasse (LHK)',
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820: 'Krankenkasse Steffisburg',
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881: 'sodalis gesundheitsgruppe',
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923: 'Vivao Sympany AG',
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941: 'Birchmeier Krankenkasse',
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966: 'Krankenkasse Wädenswil',
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1040: 'ÖKK',
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1113: 'Agrisano Krankenkasse',
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1318: 'Mutuel Assurance',
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1322: 'Provita Gesundheitsversicherung AG',
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1384: 'Sanagate AG',
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1386: 'Aquilana Versicherungen',
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1401: 'Easy Sana Assurance Maladie SA',
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1479: 'Caisse-maladie Philos',
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1507: 'Scheidegg Krankenkasse',
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1509: 'Sana24 AG',
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1535: 'rhenusana',
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1542: 'Caisse-maladie de la Vallée SA',
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1555: 'KLuG Krankenkasse',
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1560: 'Krankenkasse Institut Ingenbohl',
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1562: 'Sumiswalder Krankenkasse',
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1568: 'avanto health AG',
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}
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# Franchise code → CHF value
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FRANCHISE_CHF: dict[str, int] = {
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'FRA-0': 0,
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'FRA-100': 100,
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'FRA-200': 200,
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'FRA-300': 300,
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'FRA-400': 400,
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'FRA-500': 500,
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'FRA-600': 600,
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'FRA-1000': 1000,
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'FRA-1500': 1500,
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'FRA-2000': 2000,
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'FRA-2500': 2500,
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}
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# ─────────────────────────────────────────────────────────
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# XLSX helpers (for praemienregionen)
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# ─────────────────────────────────────────────────────────
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def _cell_value(cell):
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is_el = cell.find('x:is/x:t', NS)
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if is_el is not None:
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return (is_el.text or '').strip().replace('\n', ' ')
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v_el = cell.find('x:v', NS)
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if v_el is not None and v_el.text:
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return v_el.text.strip()
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return None
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def _parse_rows(ws):
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for row in ws.findall('.//x:row', NS):
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yield [_cell_value(c) for c in row.findall('x:c', NS)]
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def _parse_regionen_xlsx(data: bytes, year: int) -> list[dict]:
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zf = zipfile.ZipFile(io.BytesIO(data))
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rels_xml = ET.fromstring(zf.read('xl/_rels/workbook.xml.rels'))
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wb_xml = ET.fromstring(zf.read('xl/workbook.xml'))
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wb_ns = {'x': 'http://schemas.openxmlformats.org/spreadsheetml/2006/main'}
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rid_to_path = {
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r.get('Id'): r.get('Target').lstrip('/')
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for r in rels_xml if 'worksheet' in r.get('Type', '')
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}
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rid_to_name = {
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s.get('{http://schemas.openxmlformats.org/officeDocument/2006/relationships}id'): s.get('name')
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for s in wb_xml.findall('.//x:sheet', wb_ns)
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}
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name_to_path = {rid_to_name[rid]: path for rid, path in rid_to_path.items() if rid in rid_to_name}
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# D_PRIM: BFS-Nr → avg premiums
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ws_dprim = ET.fromstring(zf.read(name_to_path['D_PRIM']))
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premiums = {}
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header_found = False
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for row_vals in _parse_rows(ws_dprim):
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if not header_found:
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flat = ' '.join(str(v) for v in row_vals if v)
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if 'BFS-Nr' in flat or 'No OFS' in flat:
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header_found = True
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continue
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if not row_vals or not row_vals[0]:
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continue
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try:
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bfs_nr = int(row_vals[0])
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region = int(row_vals[3]) if row_vals[3] is not None else 0
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avg_child = Decimal(str(row_vals[4]).replace("'", '')) if row_vals[4] else Decimal('0')
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avg_young = Decimal(str(row_vals[5]).replace("'", '')) if row_vals[5] else Decimal('0')
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avg_adult = Decimal(str(row_vals[6]).replace("'", '')) if row_vals[6] else Decimal('0')
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premiums[bfs_nr] = (region, avg_child, avg_young, avg_adult)
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except (ValueError, InvalidOperation, IndexError):
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continue
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# B_NPA: PLZ → BFS-Nr (PLZ at index 1, flag column at index 0)
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ws_bnpa = ET.fromstring(zf.read(name_to_path['B_NPA']))
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entries = []
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header_found = False
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for row_vals in _parse_rows(ws_bnpa):
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if not header_found:
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flat = ' '.join(str(v) for v in row_vals if v)
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if 'PLZ' in flat and 'BFS' in flat:
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header_found = True
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continue
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if len(row_vals) < 6:
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continue
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plz_raw = str(row_vals[1] or '').replace("'", '').strip()
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if not plz_raw.isdigit():
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continue
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try:
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plz = plz_raw.zfill(4)
|
||||
ort = str(row_vals[2] or '').replace("'", '').strip()
|
||||
kanton = str(row_vals[3] or '').replace("'", '').strip()
|
||||
bfs_nr_raw = row_vals[5]
|
||||
if bfs_nr_raw is None:
|
||||
continue
|
||||
bfs_nr = int(str(bfs_nr_raw).replace("'", '').strip())
|
||||
gemeinde = str(row_vals[6] or '').replace("'", '').strip() if len(row_vals) > 6 else ''
|
||||
bezirk = str(row_vals[7] or '').replace("'", '').strip() if len(row_vals) > 7 else ''
|
||||
if bfs_nr not in premiums:
|
||||
continue
|
||||
region, avg_child, avg_young, avg_adult = premiums[bfs_nr]
|
||||
entries.append({
|
||||
'plz': plz, 'ort': ort, 'kanton': kanton, 'region': region,
|
||||
'bfs_nr': bfs_nr, 'gemeinde': gemeinde, 'bezirk': bezirk,
|
||||
'avg_adult': avg_adult, 'avg_young_adult': avg_young,
|
||||
'avg_child': avg_child, 'data_year': year,
|
||||
})
|
||||
except (ValueError, InvalidOperation, IndexError):
|
||||
continue
|
||||
|
||||
return entries
|
||||
|
||||
|
||||
# ─────────────────────────────────────────────────────────
|
||||
# CSV helpers (for Prämien_CH.csv)
|
||||
# ─────────────────────────────────────────────────────────
|
||||
|
||||
def _parse_policen_csv(data: bytes, data_year: int) -> list[dict]:
|
||||
"""Parse Prämien_CH.csv → list of PraemienPolice dicts."""
|
||||
text = data.decode('utf-8-sig')
|
||||
reader = csv.DictReader(io.StringIO(text))
|
||||
entries = []
|
||||
for row in reader:
|
||||
try:
|
||||
versicherer_id = int(row['Versicherer'])
|
||||
kanton = row['Kanton'].strip()
|
||||
if kanton not in ('AG','AI','AR','BE','BL','BS','FR','GE','GL','GR',
|
||||
'JU','LU','NE','NW','OW','SG','SH','SO','SZ','TG',
|
||||
'TI','UR','VD','VS','ZG','ZH'):
|
||||
continue # skip EU/EFTA rows
|
||||
region_code = row['Region'].strip() # PR-REG CH0 … CH3
|
||||
try:
|
||||
region = int(region_code.split('CH')[1])
|
||||
except (IndexError, ValueError):
|
||||
continue
|
||||
altersklasse = row['Altersklasse'].strip()
|
||||
unfalleinschluss = row['Unfalleinschluss'].strip()
|
||||
tariftyp = row['Tariftyp'].strip()
|
||||
tarifbezeichnung = row['Tarifbezeichnung'].strip()
|
||||
franchisestufe = row['Franchisestufe'].strip()
|
||||
franchise_code = row['Franchise'].strip()
|
||||
franchise_chf = FRANCHISE_CHF.get(franchise_code, 0)
|
||||
praemie = Decimal(row['Prämie'].strip())
|
||||
entries.append({
|
||||
'versicherer_id': versicherer_id,
|
||||
'kanton': kanton,
|
||||
'region': region,
|
||||
'altersklasse': altersklasse,
|
||||
'unfalleinschluss': unfalleinschluss,
|
||||
'tariftyp': tariftyp,
|
||||
'tarifbezeichnung': tarifbezeichnung,
|
||||
'franchisestufe': franchisestufe,
|
||||
'franchise_chf': franchise_chf,
|
||||
'praemie': praemie,
|
||||
'data_year': data_year,
|
||||
})
|
||||
except (ValueError, InvalidOperation, KeyError):
|
||||
continue
|
||||
return entries
|
||||
|
||||
|
||||
class Command(BaseCommand):
|
||||
help = 'Import Swiss KVG premium data from BAG/Priminfo (PLZ regions + granular policen)'
|
||||
|
||||
def add_arguments(self, parser):
|
||||
parser.add_argument('--year', type=int, default=LATEST_YEAR,
|
||||
help='Year for praemienregionen XLSX (default: %(default)s)')
|
||||
parser.add_argument('--policen-year', type=int, default=POLICEN_YEAR,
|
||||
help='Business year in Prämien_CH.csv (default: %(default)s)')
|
||||
parser.add_argument('--skip-regionen', action='store_true',
|
||||
help='Skip PLZ/region import (praemienregionen XLSX)')
|
||||
parser.add_argument('--skip-policen', action='store_true',
|
||||
help='Skip granular policen import (Prämien_CH.csv)')
|
||||
|
||||
def handle(self, *args, **options):
|
||||
year = options['year']
|
||||
policen_year = options['policen_year']
|
||||
|
||||
# ── 1. PLZ / Prämienregionen ──────────────────────────────────────
|
||||
if not options['skip_regionen']:
|
||||
url = REGIONEN_URL.format(year=year)
|
||||
self.stdout.write(f'[1/2] Downloading praemienregionen {year}: {url}')
|
||||
try:
|
||||
with urllib.request.urlopen(url, timeout=30) as resp:
|
||||
data = resp.read()
|
||||
except Exception as e:
|
||||
raise CommandError(f'Download failed: {e}')
|
||||
|
||||
self.stdout.write(f' Parsing XLSX ({len(data):,} bytes)…')
|
||||
entries = _parse_regionen_xlsx(data, year)
|
||||
self.stdout.write(f' Parsed {len(entries):,} PLZ entries.')
|
||||
if not entries:
|
||||
raise CommandError('No PLZ data parsed — check XLSX structure.')
|
||||
|
||||
deleted, _ = PraemienEntry.objects.filter(data_year=year).delete()
|
||||
self.stdout.write(f' Cleared {deleted} old entries.')
|
||||
|
||||
objs = [PraemienEntry(**e) for e in entries]
|
||||
for i in range(0, len(objs), 1000):
|
||||
PraemienEntry.objects.bulk_create(objs[i:i+1000], ignore_conflicts=True)
|
||||
self.stdout.write(self.style.SUCCESS(f' ✓ {len(objs):,} PLZ entries imported.'))
|
||||
|
||||
# ── 2. Granular Prämien_CH.csv ────────────────────────────────────
|
||||
if not options['skip_policen']:
|
||||
self.stdout.write(f'[2/2] Downloading Prämien_CH.csv (business year {policen_year})…')
|
||||
try:
|
||||
with urllib.request.urlopen(POLICEN_URL, timeout=120) as resp:
|
||||
data = resp.read()
|
||||
except Exception as e:
|
||||
raise CommandError(f'Download failed: {e}')
|
||||
|
||||
self.stdout.write(f' Parsing CSV ({len(data):,} bytes)…')
|
||||
entries = _parse_policen_csv(data, policen_year)
|
||||
self.stdout.write(f' Parsed {len(entries):,} policen rows.')
|
||||
if not entries:
|
||||
raise CommandError('No policen data parsed — check CSV structure.')
|
||||
|
||||
deleted, _ = PraemienPolice.objects.filter(data_year=policen_year).delete()
|
||||
self.stdout.write(f' Cleared {deleted} old entries.')
|
||||
|
||||
objs = [PraemienPolice(**e) for e in entries]
|
||||
created = 0
|
||||
for i in range(0, len(objs), 2000):
|
||||
PraemienPolice.objects.bulk_create(objs[i:i+2000], ignore_conflicts=True)
|
||||
created += min(2000, len(objs) - i)
|
||||
self.stdout.write(f' {created:,} / {len(objs):,}', ending='\r')
|
||||
self.stdout.write('')
|
||||
self.stdout.write(self.style.SUCCESS(f' ✓ {len(objs):,} policen rows imported.'))
|
||||
|
||||
self.stdout.write(self.style.SUCCESS('Done.'))
|
||||
@@ -1,85 +0,0 @@
|
||||
from django.core.management.base import BaseCommand
|
||||
from django.contrib.auth import get_user_model
|
||||
|
||||
from finance.models import Account, Budget, FinancialYear, YearlyIncome, YearlyBudgetItem
|
||||
|
||||
User = get_user_model()
|
||||
TARGET_YEAR = 2026
|
||||
|
||||
|
||||
class Command(BaseCommand):
|
||||
help = 'Migrate existing revenue accounts and budgets into FinancialYear 2026. Idempotent — safe to run multiple times.'
|
||||
|
||||
def add_arguments(self, parser):
|
||||
parser.add_argument(
|
||||
'--dry-run',
|
||||
action='store_true',
|
||||
help='Preview what would be created without writing to the database.',
|
||||
)
|
||||
|
||||
def handle(self, *args, **options):
|
||||
dry_run = options['dry_run']
|
||||
if dry_run:
|
||||
self.stdout.write(self.style.WARNING('DRY RUN — no changes will be saved.\n'))
|
||||
|
||||
total_incomes = 0
|
||||
total_budgets = 0
|
||||
|
||||
for user in User.objects.all():
|
||||
revenue_accounts = Account.objects.filter(user=user, account_type='revenue', active=True)
|
||||
budgets = Budget.objects.filter(account__user=user, active=True)
|
||||
|
||||
if not revenue_accounts.exists() and not budgets.exists():
|
||||
continue
|
||||
|
||||
self.stdout.write(f'\nUser: {user.email}')
|
||||
|
||||
if dry_run:
|
||||
fy = FinancialYear.objects.filter(user=user, year=TARGET_YEAR).first()
|
||||
if fy:
|
||||
self.stdout.write(f' FinancialYear {TARGET_YEAR} already exists (id={fy.pk})')
|
||||
else:
|
||||
self.stdout.write(f' Would create FinancialYear {TARGET_YEAR}')
|
||||
else:
|
||||
fy, fy_created = FinancialYear.objects.get_or_create(user=user, year=TARGET_YEAR)
|
||||
if fy_created:
|
||||
self.stdout.write(f' Created FinancialYear {TARGET_YEAR} (id={fy.pk})')
|
||||
else:
|
||||
self.stdout.write(f' FinancialYear {TARGET_YEAR} exists (id={fy.pk})')
|
||||
|
||||
for account in revenue_accounts:
|
||||
label = f'YearlyIncome "{account.name}" CHF {account.balance}'
|
||||
if dry_run:
|
||||
exists = fy and YearlyIncome.objects.filter(financial_year=fy, name=account.name).exists()
|
||||
self.stdout.write(f' {"SKIP (exists)" if exists else "Would create"}: {label}')
|
||||
else:
|
||||
_, created = YearlyIncome.objects.get_or_create(
|
||||
financial_year=fy,
|
||||
name=account.name,
|
||||
defaults={'amount': account.balance, 'member': user, 'active': True},
|
||||
)
|
||||
self.stdout.write(f' {"Created" if created else "Skipped (exists)"}: {label}')
|
||||
if created:
|
||||
total_incomes += 1
|
||||
|
||||
for budget in budgets:
|
||||
label = f'YearlyBudgetItem "{budget.name}" CHF {budget.amount}'
|
||||
if dry_run:
|
||||
exists = fy and YearlyBudgetItem.objects.filter(financial_year=fy, name=budget.name).exists()
|
||||
self.stdout.write(f' {"SKIP (exists)" if exists else "Would create"}: {label}')
|
||||
else:
|
||||
_, created = YearlyBudgetItem.objects.get_or_create(
|
||||
financial_year=fy,
|
||||
name=budget.name,
|
||||
defaults={'amount': budget.amount, 'active': budget.active},
|
||||
)
|
||||
self.stdout.write(f' {"Created" if created else "Skipped (exists)"}: {label}')
|
||||
if created:
|
||||
total_budgets += 1
|
||||
|
||||
if not dry_run:
|
||||
self.stdout.write(self.style.SUCCESS(
|
||||
f'\nDone. Created {total_incomes} income(s) and {total_budgets} budget item(s).'
|
||||
))
|
||||
else:
|
||||
self.stdout.write(self.style.WARNING('\nDry run complete. Re-run without --dry-run to apply.'))
|
||||
@@ -1,89 +0,0 @@
|
||||
# Generated by Django 6.0.4 on 2026-05-18 20:16
|
||||
|
||||
import django.db.models.deletion
|
||||
from django.conf import settings
|
||||
from django.db import migrations, models
|
||||
|
||||
|
||||
class Migration(migrations.Migration):
|
||||
|
||||
dependencies = [
|
||||
('finance', '0018_profile_savings_rate_goal'),
|
||||
migrations.swappable_dependency(settings.AUTH_USER_MODEL),
|
||||
]
|
||||
|
||||
operations = [
|
||||
migrations.CreateModel(
|
||||
name='Household',
|
||||
fields=[
|
||||
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
|
||||
('name', models.CharField(max_length=100)),
|
||||
('created_at', models.DateTimeField(auto_now_add=True)),
|
||||
('created_by', models.ForeignKey(on_delete=django.db.models.deletion.PROTECT, related_name='created_households', to=settings.AUTH_USER_MODEL)),
|
||||
],
|
||||
),
|
||||
migrations.CreateModel(
|
||||
name='FinancialYear',
|
||||
fields=[
|
||||
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
|
||||
('year', models.PositiveSmallIntegerField()),
|
||||
('is_active', models.BooleanField(default=True)),
|
||||
('notes', models.TextField(blank=True, default='')),
|
||||
('created_at', models.DateTimeField(auto_now_add=True)),
|
||||
('user', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='financial_years', to=settings.AUTH_USER_MODEL)),
|
||||
('household', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='financial_years', to='finance.household')),
|
||||
],
|
||||
),
|
||||
migrations.CreateModel(
|
||||
name='HouseholdMembership',
|
||||
fields=[
|
||||
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
|
||||
('status', models.CharField(choices=[('pending', 'Pending'), ('active', 'Active'), ('left', 'Left')], default='pending', max_length=10)),
|
||||
('effective_from_year', models.PositiveSmallIntegerField(blank=True, null=True)),
|
||||
('effective_until_year', models.PositiveSmallIntegerField(blank=True, null=True)),
|
||||
('created_at', models.DateTimeField(auto_now_add=True)),
|
||||
('household', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='memberships', to='finance.household')),
|
||||
('invited_by', models.ForeignKey(null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='sent_invitations', to=settings.AUTH_USER_MODEL)),
|
||||
('user', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='household_memberships', to=settings.AUTH_USER_MODEL)),
|
||||
],
|
||||
),
|
||||
migrations.CreateModel(
|
||||
name='YearlyBudgetItem',
|
||||
fields=[
|
||||
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
|
||||
('name', models.CharField(max_length=100)),
|
||||
('amount', models.DecimalField(decimal_places=2, max_digits=12)),
|
||||
('active', models.BooleanField(default=True)),
|
||||
('notes', models.TextField(blank=True, default='')),
|
||||
('financial_year', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='budget_items', to='finance.financialyear')),
|
||||
],
|
||||
),
|
||||
migrations.CreateModel(
|
||||
name='YearlyIncome',
|
||||
fields=[
|
||||
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
|
||||
('name', models.CharField(max_length=100)),
|
||||
('amount', models.DecimalField(decimal_places=2, max_digits=12)),
|
||||
('active', models.BooleanField(default=True)),
|
||||
('notes', models.TextField(blank=True, default='')),
|
||||
('financial_year', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='incomes', to='finance.financialyear')),
|
||||
('member', models.ForeignKey(null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='yearly_incomes', to=settings.AUTH_USER_MODEL)),
|
||||
],
|
||||
),
|
||||
migrations.AddConstraint(
|
||||
model_name='financialyear',
|
||||
constraint=models.CheckConstraint(condition=models.Q(models.Q(('household__isnull', True), ('user__isnull', False)), models.Q(('household__isnull', False), ('user__isnull', True)), _connector='OR'), name='financial_year_owner_exclusive'),
|
||||
),
|
||||
migrations.AddConstraint(
|
||||
model_name='financialyear',
|
||||
constraint=models.UniqueConstraint(condition=models.Q(('user__isnull', False)), fields=('user', 'year'), name='unique_personal_financial_year'),
|
||||
),
|
||||
migrations.AddConstraint(
|
||||
model_name='financialyear',
|
||||
constraint=models.UniqueConstraint(condition=models.Q(('household__isnull', False)), fields=('household', 'year'), name='unique_household_financial_year'),
|
||||
),
|
||||
migrations.AlterUniqueTogether(
|
||||
name='householdmembership',
|
||||
unique_together={('household', 'user')},
|
||||
),
|
||||
]
|
||||
@@ -1,18 +0,0 @@
|
||||
# Generated by Django 6.0.4 on 2026-05-19 07:24
|
||||
|
||||
from django.db import migrations, models
|
||||
|
||||
|
||||
class Migration(migrations.Migration):
|
||||
|
||||
dependencies = [
|
||||
('finance', '0019_financial_year'),
|
||||
]
|
||||
|
||||
operations = [
|
||||
migrations.AddField(
|
||||
model_name='householdmembership',
|
||||
name='role',
|
||||
field=models.CharField(choices=[('member', 'Member'), ('admin', 'Admin')], default='member', max_length=10),
|
||||
),
|
||||
]
|
||||
@@ -0,0 +1,37 @@
|
||||
# Generated by Django 6.0.4 on 2026-05-24 10:31
|
||||
|
||||
import django.db.models.deletion
|
||||
from django.conf import settings
|
||||
from django.db import migrations, models
|
||||
|
||||
|
||||
class Migration(migrations.Migration):
|
||||
|
||||
dependencies = [
|
||||
('finance', '0020_email_verify_token_expiry'),
|
||||
migrations.swappable_dependency(settings.AUTH_USER_MODEL),
|
||||
]
|
||||
|
||||
operations = [
|
||||
migrations.CreateModel(
|
||||
name='Insurance',
|
||||
fields=[
|
||||
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
|
||||
('insurance_type', models.CharField(choices=[('kvg', 'Krankenkasse Grundversicherung (KVG)'), ('kk_zusatz', 'KK-Zusatzversicherung'), ('nbu', 'Nicht-Berufsunfallversicherung (NBU)'), ('haftpflicht', 'Privathaftpflicht'), ('hausrat', 'Hausrat'), ('mfz', 'MFZ-Haftpflicht'), ('rechtsschutz', 'Rechtsschutz'), ('saule_3a', 'Säule 3a'), ('leben', 'Lebensversicherung'), ('reise', 'Reiseversicherung'), ('other', 'Sonstiges')], max_length=30)),
|
||||
('insurer', models.CharField(max_length=200)),
|
||||
('policy_number', models.CharField(blank=True, default='', max_length=100)),
|
||||
('premium', models.DecimalField(decimal_places=2, max_digits=10)),
|
||||
('premium_period', models.CharField(choices=[('monthly', 'Monatlich'), ('quarterly', 'Vierteljährlich'), ('semi_annual', 'Halbjährlich'), ('annual', 'Jährlich')], default='monthly', max_length=20)),
|
||||
('coverage_amount', models.DecimalField(blank=True, decimal_places=2, max_digits=12, null=True)),
|
||||
('deductible', models.DecimalField(blank=True, decimal_places=2, max_digits=10, null=True)),
|
||||
('valid_from', models.DateField(blank=True, null=True)),
|
||||
('valid_until', models.DateField(blank=True, null=True)),
|
||||
('notes', models.TextField(blank=True, default='')),
|
||||
('created_at', models.DateTimeField(auto_now_add=True)),
|
||||
('user', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='insurances', to=settings.AUTH_USER_MODEL)),
|
||||
],
|
||||
options={
|
||||
'ordering': ['insurance_type'],
|
||||
},
|
||||
),
|
||||
]
|
||||
@@ -1,18 +0,0 @@
|
||||
# Generated by Django 6.0.4 on 2026-05-21 18:37
|
||||
|
||||
from django.db import migrations, models
|
||||
|
||||
|
||||
class Migration(migrations.Migration):
|
||||
|
||||
dependencies = [
|
||||
('finance', '0020_household_membership_role'),
|
||||
]
|
||||
|
||||
operations = [
|
||||
migrations.AddField(
|
||||
model_name='account',
|
||||
name='salary_months',
|
||||
field=models.IntegerField(choices=[(12, 12), (13, 13)], default=12),
|
||||
),
|
||||
]
|
||||
@@ -1,30 +0,0 @@
|
||||
# Generated by Django 6.0.4 on 2026-05-21 19:49
|
||||
|
||||
import django.db.models.deletion
|
||||
from django.conf import settings
|
||||
from django.db import migrations, models
|
||||
|
||||
|
||||
class Migration(migrations.Migration):
|
||||
|
||||
dependencies = [
|
||||
('finance', '0021_add_salary_months_to_account'),
|
||||
migrations.swappable_dependency(settings.AUTH_USER_MODEL),
|
||||
]
|
||||
|
||||
operations = [
|
||||
migrations.CreateModel(
|
||||
name='PendingHouseholdInvite',
|
||||
fields=[
|
||||
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
|
||||
('invited_email', models.EmailField(max_length=254)),
|
||||
('effective_from_year', models.PositiveSmallIntegerField(blank=True, null=True)),
|
||||
('created_at', models.DateTimeField(auto_now_add=True)),
|
||||
('household', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='pending_invites', to='finance.household')),
|
||||
('invited_by', models.ForeignKey(null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='sent_pending_invitations', to=settings.AUTH_USER_MODEL)),
|
||||
],
|
||||
options={
|
||||
'unique_together': {('household', 'invited_email')},
|
||||
},
|
||||
),
|
||||
]
|
||||
@@ -0,0 +1,34 @@
|
||||
# Generated by Django 6.0.4 on 2026-05-24 11:14
|
||||
|
||||
from django.db import migrations, models
|
||||
|
||||
|
||||
class Migration(migrations.Migration):
|
||||
|
||||
dependencies = [
|
||||
('finance', '0021_add_insurance_model'),
|
||||
]
|
||||
|
||||
operations = [
|
||||
migrations.CreateModel(
|
||||
name='PraemienEntry',
|
||||
fields=[
|
||||
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
|
||||
('plz', models.CharField(db_index=True, max_length=10)),
|
||||
('ort', models.CharField(max_length=200)),
|
||||
('kanton', models.CharField(max_length=2)),
|
||||
('region', models.PositiveSmallIntegerField()),
|
||||
('bfs_nr', models.PositiveIntegerField(db_index=True)),
|
||||
('gemeinde', models.CharField(max_length=200)),
|
||||
('bezirk', models.CharField(blank=True, default='', max_length=200)),
|
||||
('avg_adult', models.DecimalField(decimal_places=2, max_digits=8)),
|
||||
('avg_young_adult', models.DecimalField(decimal_places=2, max_digits=8)),
|
||||
('avg_child', models.DecimalField(decimal_places=2, max_digits=8)),
|
||||
('data_year', models.PositiveSmallIntegerField(db_index=True)),
|
||||
],
|
||||
options={
|
||||
'ordering': ['kanton', 'ort'],
|
||||
'unique_together': {('plz', 'ort', 'data_year')},
|
||||
},
|
||||
),
|
||||
]
|
||||
@@ -0,0 +1,34 @@
|
||||
# Generated by Django 6.0.4 on 2026-05-24 11:38
|
||||
|
||||
from django.db import migrations, models
|
||||
|
||||
|
||||
class Migration(migrations.Migration):
|
||||
|
||||
dependencies = [
|
||||
('finance', '0022_add_praemien_entry'),
|
||||
]
|
||||
|
||||
operations = [
|
||||
migrations.CreateModel(
|
||||
name='PraemienPolice',
|
||||
fields=[
|
||||
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
|
||||
('versicherer_id', models.PositiveIntegerField(db_index=True)),
|
||||
('kanton', models.CharField(max_length=2)),
|
||||
('region', models.PositiveSmallIntegerField()),
|
||||
('altersklasse', models.CharField(max_length=10)),
|
||||
('unfalleinschluss', models.CharField(max_length=10)),
|
||||
('tariftyp', models.CharField(max_length=10)),
|
||||
('tarifbezeichnung', models.CharField(max_length=200)),
|
||||
('franchisestufe', models.CharField(max_length=10)),
|
||||
('franchise_chf', models.PositiveSmallIntegerField()),
|
||||
('praemie', models.DecimalField(decimal_places=2, max_digits=8)),
|
||||
('data_year', models.PositiveSmallIntegerField(db_index=True)),
|
||||
],
|
||||
options={
|
||||
'indexes': [models.Index(fields=['kanton', 'region', 'altersklasse', 'unfalleinschluss', 'tariftyp', 'franchisestufe', 'data_year'], name='finance_pra_kanton_e430cb_idx')],
|
||||
'unique_together': {('versicherer_id', 'kanton', 'region', 'altersklasse', 'unfalleinschluss', 'tariftyp', 'franchisestufe', 'data_year')},
|
||||
},
|
||||
),
|
||||
]
|
||||
@@ -1,38 +0,0 @@
|
||||
# Generated by Django 6.0.4 on 2026-05-21 20:05
|
||||
|
||||
from django.db import migrations, models
|
||||
|
||||
|
||||
class Migration(migrations.Migration):
|
||||
|
||||
dependencies = [
|
||||
('finance', '0022_add_pending_household_invite'),
|
||||
]
|
||||
|
||||
operations = [
|
||||
migrations.AddField(
|
||||
model_name='profile',
|
||||
name='email_verified',
|
||||
field=models.BooleanField(default=False),
|
||||
),
|
||||
migrations.AddField(
|
||||
model_name='profile',
|
||||
name='email_verify_token',
|
||||
field=models.CharField(blank=True, default='', max_length=64),
|
||||
),
|
||||
migrations.AddField(
|
||||
model_name='profile',
|
||||
name='email_verify_token_expires',
|
||||
field=models.DateTimeField(blank=True, null=True),
|
||||
),
|
||||
migrations.AddField(
|
||||
model_name='profile',
|
||||
name='password_reset_token_expires',
|
||||
field=models.DateTimeField(blank=True, null=True),
|
||||
),
|
||||
migrations.AddField(
|
||||
model_name='profile',
|
||||
name='password_reset_token_hash',
|
||||
field=models.CharField(blank=True, default='', max_length=64),
|
||||
),
|
||||
]
|
||||
+93
-127
@@ -18,7 +18,6 @@ class Account(models.Model):
|
||||
name = models.CharField(max_length=100)
|
||||
account_type = models.CharField(max_length=20, choices=ACCOUNT_TYPES, default='asset')
|
||||
balance = models.DecimalField(max_digits=12, decimal_places=2, default=0.00)
|
||||
salary_months = models.IntegerField(default=12, choices=[(12, 12), (13, 13)])
|
||||
active = models.BooleanField(default=True)
|
||||
created_at = models.DateTimeField(auto_now_add=True)
|
||||
|
||||
@@ -227,142 +226,109 @@ class BackupCode(models.Model):
|
||||
return f"{self.user} – backup {'used' if self.used else 'active'}"
|
||||
|
||||
|
||||
# ── FinancialYear ─────────────────────────────────────────────────────────────
|
||||
|
||||
class Household(models.Model):
|
||||
name = models.CharField(max_length=100)
|
||||
created_by = models.ForeignKey(
|
||||
settings.AUTH_USER_MODEL,
|
||||
on_delete=models.PROTECT,
|
||||
related_name='created_households',
|
||||
)
|
||||
created_at = models.DateTimeField(auto_now_add=True)
|
||||
|
||||
def __str__(self):
|
||||
return self.name
|
||||
|
||||
|
||||
class HouseholdMembership(models.Model):
|
||||
STATUS_CHOICES = [
|
||||
('pending', 'Pending'),
|
||||
('active', 'Active'),
|
||||
('left', 'Left'),
|
||||
class Insurance(models.Model):
|
||||
INSURANCE_TYPES = [
|
||||
('kvg', 'Krankenkasse Grundversicherung (KVG)'),
|
||||
('kk_zusatz', 'KK-Zusatzversicherung'),
|
||||
('nbu', 'Nicht-Berufsunfallversicherung (NBU)'),
|
||||
('haftpflicht', 'Privathaftpflicht'),
|
||||
('hausrat', 'Hausrat'),
|
||||
('mfz', 'MFZ-Haftpflicht'),
|
||||
('rechtsschutz', 'Rechtsschutz'),
|
||||
('saule_3a', 'Säule 3a'),
|
||||
('leben', 'Lebensversicherung'),
|
||||
('reise', 'Reiseversicherung'),
|
||||
('other', 'Sonstiges'),
|
||||
]
|
||||
ROLE_CHOICES = [
|
||||
('member', 'Member'),
|
||||
('admin', 'Admin'),
|
||||
|
||||
PERIOD_CHOICES = [
|
||||
('monthly', 'Monatlich'),
|
||||
('quarterly', 'Vierteljährlich'),
|
||||
('semi_annual', 'Halbjährlich'),
|
||||
('annual', 'Jährlich'),
|
||||
]
|
||||
household = models.ForeignKey(Household, on_delete=models.CASCADE, related_name='memberships')
|
||||
|
||||
user = models.ForeignKey(
|
||||
settings.AUTH_USER_MODEL,
|
||||
on_delete=models.CASCADE,
|
||||
related_name='household_memberships',
|
||||
related_name='insurances',
|
||||
)
|
||||
invited_by = models.ForeignKey(
|
||||
settings.AUTH_USER_MODEL,
|
||||
on_delete=models.SET_NULL,
|
||||
null=True,
|
||||
related_name='sent_invitations',
|
||||
)
|
||||
status = models.CharField(max_length=10, choices=STATUS_CHOICES, default='pending')
|
||||
role = models.CharField(max_length=10, choices=ROLE_CHOICES, default='member')
|
||||
effective_from_year = models.PositiveSmallIntegerField(null=True, blank=True)
|
||||
effective_until_year = models.PositiveSmallIntegerField(null=True, blank=True)
|
||||
created_at = models.DateTimeField(auto_now_add=True)
|
||||
|
||||
class Meta:
|
||||
unique_together = ['household', 'user']
|
||||
|
||||
def __str__(self):
|
||||
return f"{self.user} in {self.household} ({self.status})"
|
||||
|
||||
|
||||
class PendingHouseholdInvite(models.Model):
|
||||
household = models.ForeignKey(Household, on_delete=models.CASCADE, related_name='pending_invites')
|
||||
invited_email = models.EmailField()
|
||||
invited_by = models.ForeignKey(
|
||||
settings.AUTH_USER_MODEL,
|
||||
on_delete=models.SET_NULL,
|
||||
null=True,
|
||||
related_name='sent_pending_invitations',
|
||||
)
|
||||
effective_from_year = models.PositiveSmallIntegerField(null=True, blank=True)
|
||||
created_at = models.DateTimeField(auto_now_add=True)
|
||||
|
||||
class Meta:
|
||||
unique_together = ['household', 'invited_email']
|
||||
|
||||
def __str__(self):
|
||||
return f"Pending invite for {self.invited_email} to {self.household}"
|
||||
|
||||
|
||||
class FinancialYear(models.Model):
|
||||
user = models.ForeignKey(
|
||||
settings.AUTH_USER_MODEL,
|
||||
on_delete=models.CASCADE,
|
||||
related_name='financial_years',
|
||||
null=True, blank=True,
|
||||
)
|
||||
household = models.ForeignKey(
|
||||
Household,
|
||||
on_delete=models.CASCADE,
|
||||
related_name='financial_years',
|
||||
null=True, blank=True,
|
||||
)
|
||||
year = models.PositiveSmallIntegerField()
|
||||
is_active = models.BooleanField(default=True)
|
||||
insurance_type = models.CharField(max_length=30, choices=INSURANCE_TYPES)
|
||||
insurer = models.CharField(max_length=200)
|
||||
policy_number = models.CharField(max_length=100, blank=True, default='')
|
||||
premium = models.DecimalField(max_digits=10, decimal_places=2)
|
||||
premium_period = models.CharField(max_length=20, choices=PERIOD_CHOICES, default='monthly')
|
||||
coverage_amount = models.DecimalField(max_digits=12, decimal_places=2, null=True, blank=True)
|
||||
deductible = models.DecimalField(max_digits=10, decimal_places=2, null=True, blank=True)
|
||||
valid_from = models.DateField(null=True, blank=True)
|
||||
valid_until = models.DateField(null=True, blank=True)
|
||||
notes = models.TextField(blank=True, default='')
|
||||
created_at = models.DateTimeField(auto_now_add=True)
|
||||
|
||||
class Meta:
|
||||
constraints = [
|
||||
models.CheckConstraint(
|
||||
condition=(
|
||||
models.Q(user__isnull=False, household__isnull=True) |
|
||||
models.Q(user__isnull=True, household__isnull=False)
|
||||
),
|
||||
name='financial_year_owner_exclusive',
|
||||
),
|
||||
models.UniqueConstraint(
|
||||
fields=['user', 'year'],
|
||||
condition=models.Q(user__isnull=False),
|
||||
name='unique_personal_financial_year',
|
||||
),
|
||||
models.UniqueConstraint(
|
||||
fields=['household', 'year'],
|
||||
condition=models.Q(household__isnull=False),
|
||||
name='unique_household_financial_year',
|
||||
),
|
||||
ordering = ['insurance_type']
|
||||
|
||||
def __str__(self):
|
||||
return f"{self.get_insurance_type_display()} – {self.insurer}"
|
||||
|
||||
|
||||
class PraemienEntry(models.Model):
|
||||
"""
|
||||
Swiss health insurance average premium data from BAG / Priminfo.
|
||||
Populated via management command: python manage.py import_praemien [year]
|
||||
Source: https://www.priminfo.admin.ch/downloads/praemienregionen_{year}.xlsx
|
||||
"""
|
||||
plz = models.CharField(max_length=10, db_index=True)
|
||||
ort = models.CharField(max_length=200)
|
||||
kanton = models.CharField(max_length=2)
|
||||
region = models.PositiveSmallIntegerField() # Prämienregion 0, 1, 2, or 3
|
||||
bfs_nr = models.PositiveIntegerField(db_index=True)
|
||||
gemeinde = models.CharField(max_length=200)
|
||||
bezirk = models.CharField(max_length=200, blank=True, default='')
|
||||
avg_adult = models.DecimalField(max_digits=8, decimal_places=2)
|
||||
avg_young_adult = models.DecimalField(max_digits=8, decimal_places=2)
|
||||
avg_child = models.DecimalField(max_digits=8, decimal_places=2)
|
||||
data_year = models.PositiveSmallIntegerField(db_index=True)
|
||||
|
||||
class Meta:
|
||||
unique_together = ['plz', 'ort', 'data_year']
|
||||
ordering = ['kanton', 'ort']
|
||||
|
||||
def __str__(self):
|
||||
return f"{self.plz} {self.ort} ({self.kanton}) – Region {self.region} – {self.data_year}"
|
||||
|
||||
|
||||
class PraemienPolice(models.Model):
|
||||
"""
|
||||
Granular KVG premium data per insurer, canton, region, age class, model, franchise.
|
||||
Populated via management command: python manage.py import_praemien [year]
|
||||
Source: https://opendata.bagnet.ch (Prämien_CH.csv)
|
||||
~217k rows for a full year.
|
||||
"""
|
||||
versicherer_id = models.PositiveIntegerField(db_index=True)
|
||||
kanton = models.CharField(max_length=2)
|
||||
region = models.PositiveSmallIntegerField() # 0, 1, 2, 3
|
||||
altersklasse = models.CharField(max_length=10) # AKL-ERW / AKL-JUG / AKL-KIN
|
||||
unfalleinschluss = models.CharField(max_length=10) # MIT-UNF / OHN-UNF
|
||||
tariftyp = models.CharField(max_length=10) # TAR-BASE / TAR-HAM / TAR-HMO / TAR-DIV
|
||||
tarifbezeichnung = models.CharField(max_length=200)
|
||||
franchisestufe = models.CharField(max_length=10) # FRAST1 … FRAST7
|
||||
franchise_chf = models.PositiveSmallIntegerField() # e.g. 300, 500, 1000 …
|
||||
praemie = models.DecimalField(max_digits=8, decimal_places=2)
|
||||
data_year = models.PositiveSmallIntegerField(db_index=True)
|
||||
|
||||
class Meta:
|
||||
unique_together = [
|
||||
'versicherer_id', 'kanton', 'region', 'altersklasse',
|
||||
'unfalleinschluss', 'tariftyp', 'franchisestufe', 'data_year',
|
||||
]
|
||||
indexes = [
|
||||
models.Index(fields=[
|
||||
'kanton', 'region', 'altersklasse',
|
||||
'unfalleinschluss', 'tariftyp', 'franchisestufe', 'data_year',
|
||||
]),
|
||||
]
|
||||
|
||||
def __str__(self):
|
||||
owner = self.user or self.household
|
||||
return f"{owner} — {self.year}"
|
||||
|
||||
|
||||
class YearlyIncome(models.Model):
|
||||
financial_year = models.ForeignKey(FinancialYear, on_delete=models.CASCADE, related_name='incomes')
|
||||
member = models.ForeignKey(
|
||||
settings.AUTH_USER_MODEL,
|
||||
on_delete=models.SET_NULL,
|
||||
null=True,
|
||||
related_name='yearly_incomes',
|
||||
)
|
||||
name = models.CharField(max_length=100)
|
||||
amount = models.DecimalField(max_digits=12, decimal_places=2)
|
||||
active = models.BooleanField(default=True)
|
||||
notes = models.TextField(blank=True, default='')
|
||||
|
||||
def __str__(self):
|
||||
return f"{self.name}: CHF {self.amount} ({self.financial_year.year})"
|
||||
|
||||
|
||||
class YearlyBudgetItem(models.Model):
|
||||
financial_year = models.ForeignKey(FinancialYear, on_delete=models.CASCADE, related_name='budget_items')
|
||||
name = models.CharField(max_length=100)
|
||||
amount = models.DecimalField(max_digits=12, decimal_places=2)
|
||||
active = models.BooleanField(default=True)
|
||||
notes = models.TextField(blank=True, default='')
|
||||
|
||||
def __str__(self):
|
||||
return f"{self.name}: CHF {self.amount} ({self.financial_year.year})"
|
||||
return (f"V{self.versicherer_id} {self.kanton} R{self.region} "
|
||||
f"{self.altersklasse} {self.tariftyp} {self.franchisestufe} → {self.praemie} CHF")
|
||||
@@ -1,10 +1,6 @@
|
||||
from rest_framework import serializers
|
||||
from django.contrib.auth import get_user_model
|
||||
from .models import (
|
||||
Account, Transaction, Budget, Expense, Profile, Deadline,
|
||||
Household, HouseholdMembership, PendingHouseholdInvite,
|
||||
FinancialYear, YearlyIncome, YearlyBudgetItem,
|
||||
)
|
||||
from .models import Account, Transaction, Budget, Expense, Profile, Deadline, Insurance
|
||||
|
||||
User = get_user_model()
|
||||
|
||||
@@ -48,10 +44,6 @@ class ExpenseSerializer(serializers.ModelSerializer):
|
||||
|
||||
class ProfileSerializer(serializers.ModelSerializer):
|
||||
totp_enabled = serializers.BooleanField(read_only=True)
|
||||
email = serializers.SerializerMethodField()
|
||||
|
||||
def get_email(self, obj):
|
||||
return obj.email or (obj.user.email if obj.user else '')
|
||||
|
||||
class Meta:
|
||||
model = Profile
|
||||
@@ -64,74 +56,10 @@ class DeadlineSerializer(serializers.ModelSerializer):
|
||||
exclude = ['user']
|
||||
|
||||
|
||||
class HouseholdMembershipSerializer(serializers.ModelSerializer):
|
||||
user_email = serializers.EmailField(source='user.email', read_only=True)
|
||||
invited_by_email = serializers.EmailField(source='invited_by.email', read_only=True)
|
||||
|
||||
class InsuranceSerializer(serializers.ModelSerializer):
|
||||
class Meta:
|
||||
model = HouseholdMembership
|
||||
fields = ['id', 'user', 'user_email', 'invited_by_email', 'status', 'role',
|
||||
'effective_from_year', 'effective_until_year', 'created_at']
|
||||
read_only_fields = ['id', 'user', 'user_email', 'invited_by_email', 'created_at']
|
||||
|
||||
|
||||
class PendingHouseholdInviteSerializer(serializers.ModelSerializer):
|
||||
invited_by_email = serializers.EmailField(source='invited_by.email', read_only=True)
|
||||
|
||||
class Meta:
|
||||
model = PendingHouseholdInvite
|
||||
fields = ['id', 'invited_email', 'invited_by_email', 'effective_from_year', 'created_at']
|
||||
read_only_fields = fields
|
||||
|
||||
|
||||
class HouseholdSerializer(serializers.ModelSerializer):
|
||||
memberships = HouseholdMembershipSerializer(many=True, read_only=True)
|
||||
pending_invites = PendingHouseholdInviteSerializer(many=True, read_only=True)
|
||||
created_by_email = serializers.EmailField(source='created_by.email', read_only=True)
|
||||
|
||||
class Meta:
|
||||
model = Household
|
||||
fields = ['id', 'name', 'created_by_email', 'memberships', 'pending_invites', 'created_at']
|
||||
read_only_fields = ['id', 'created_by_email', 'memberships', 'pending_invites', 'created_at']
|
||||
|
||||
|
||||
class YearlyIncomeSerializer(serializers.ModelSerializer):
|
||||
member_email = serializers.EmailField(source='member.email', read_only=True)
|
||||
|
||||
class Meta:
|
||||
model = YearlyIncome
|
||||
fields = ['id', 'member', 'member_email', 'name', 'amount', 'active', 'notes']
|
||||
read_only_fields = ['id', 'member_email']
|
||||
|
||||
|
||||
class YearlyBudgetItemSerializer(serializers.ModelSerializer):
|
||||
class Meta:
|
||||
model = YearlyBudgetItem
|
||||
fields = ['id', 'name', 'amount', 'active', 'notes']
|
||||
read_only_fields = ['id']
|
||||
|
||||
|
||||
class FinancialYearSerializer(serializers.ModelSerializer):
|
||||
incomes = YearlyIncomeSerializer(many=True, read_only=True)
|
||||
budget_items = YearlyBudgetItemSerializer(many=True, read_only=True)
|
||||
total_income = serializers.SerializerMethodField()
|
||||
total_fixed_costs = serializers.SerializerMethodField()
|
||||
owner_type = serializers.SerializerMethodField()
|
||||
|
||||
class Meta:
|
||||
model = FinancialYear
|
||||
fields = ['id', 'year', 'is_active', 'notes', 'owner_type', 'household_id',
|
||||
'total_income', 'total_fixed_costs', 'incomes', 'budget_items', 'created_at']
|
||||
read_only_fields = ['id', 'created_at', 'owner_type', 'household_id', 'total_income', 'total_fixed_costs']
|
||||
|
||||
def get_total_income(self, obj):
|
||||
return sum(i.amount for i in obj.incomes.filter(active=True))
|
||||
|
||||
def get_total_fixed_costs(self, obj):
|
||||
return sum(b.amount for b in obj.budget_items.filter(active=True))
|
||||
|
||||
def get_owner_type(self, obj):
|
||||
return 'household' if obj.household_id else 'personal'
|
||||
model = Insurance
|
||||
exclude = ['user']
|
||||
|
||||
|
||||
class RegisterSerializer(serializers.Serializer):
|
||||
@@ -145,21 +73,8 @@ class RegisterSerializer(serializers.Serializer):
|
||||
|
||||
def create(self, validated_data):
|
||||
email = validated_data['email']
|
||||
user = User.objects.create_user(
|
||||
return User.objects.create_user(
|
||||
username=email,
|
||||
email=email,
|
||||
password=validated_data['password'],
|
||||
)
|
||||
from .models import PendingHouseholdInvite, HouseholdMembership
|
||||
for invite in PendingHouseholdInvite.objects.filter(invited_email__iexact=email):
|
||||
HouseholdMembership.objects.get_or_create(
|
||||
household=invite.household,
|
||||
user=user,
|
||||
defaults={
|
||||
'invited_by': invite.invited_by,
|
||||
'status': 'pending',
|
||||
'effective_from_year': invite.effective_from_year,
|
||||
},
|
||||
)
|
||||
invite.delete()
|
||||
return user
|
||||
|
||||
+168
-460
@@ -1,5 +1,4 @@
|
||||
import base64
|
||||
import datetime
|
||||
import hmac
|
||||
import hashlib
|
||||
import json
|
||||
@@ -16,23 +15,17 @@ from django.contrib.auth import get_user_model, authenticate
|
||||
from django.http import HttpResponse
|
||||
from icalendar import Calendar as iCalendar, Event as iCalEvent
|
||||
|
||||
from django.db import models
|
||||
from rest_framework import viewsets, views, status
|
||||
from rest_framework.response import Response
|
||||
from rest_framework.permissions import AllowAny, IsAuthenticated
|
||||
from rest_framework.throttling import AnonRateThrottle
|
||||
from rest_framework_simplejwt.tokens import RefreshToken
|
||||
from rest_framework_simplejwt.exceptions import TokenError
|
||||
from django.db import transaction as db_transaction
|
||||
from .models import (
|
||||
Account, Transaction, Budget, Expense, Profile, Deadline, ReadEvent, BackupCode, UserSession,
|
||||
Household, HouseholdMembership, FinancialYear, YearlyIncome, YearlyBudgetItem,
|
||||
)
|
||||
from .models import Account, Transaction, Budget, Expense, Profile, Deadline, ReadEvent, BackupCode, UserSession, Insurance, PraemienEntry, PraemienPolice
|
||||
from .serializers import (
|
||||
AccountSerializer, TransactionSerializer, BudgetSerializer,
|
||||
ExpenseSerializer, ProfileSerializer, DeadlineSerializer, RegisterSerializer,
|
||||
HouseholdSerializer, HouseholdMembershipSerializer,
|
||||
FinancialYearSerializer, YearlyIncomeSerializer, YearlyBudgetItemSerializer,
|
||||
InsuranceSerializer,
|
||||
)
|
||||
|
||||
|
||||
@@ -119,6 +112,172 @@ class DeadlineViewSet(viewsets.ModelViewSet):
|
||||
serializer.save(user=self.request.user)
|
||||
|
||||
|
||||
class InsuranceViewSet(viewsets.ModelViewSet):
|
||||
serializer_class = InsuranceSerializer
|
||||
|
||||
def get_queryset(self):
|
||||
return Insurance.objects.filter(user=self.request.user)
|
||||
|
||||
def perform_create(self, serializer):
|
||||
serializer.save(user=self.request.user)
|
||||
|
||||
|
||||
INSURER_NAMES: dict[int, str] = {
|
||||
8: 'Helsana AG',
|
||||
32: 'KPT/CPT',
|
||||
134: 'CSS Versicherung AG',
|
||||
194: 'Concordia',
|
||||
246: 'Groupe Mutuel',
|
||||
290: 'Sanitas Krankenversicherung',
|
||||
312: 'SWICA Krankenversicherung',
|
||||
343: 'Visana AG',
|
||||
360: 'Atupri Krankenkasse',
|
||||
376: 'Kolping Krankenkasse',
|
||||
455: 'EGK-Gesundheitskasse',
|
||||
509: 'Galenos AG',
|
||||
780: 'Luzerner Hinterland Krankenkasse (LHK)',
|
||||
820: 'Krankenkasse Steffisburg',
|
||||
881: 'sodalis gesundheitsgruppe',
|
||||
923: 'Vivao Sympany AG',
|
||||
941: 'Birchmeier Krankenkasse',
|
||||
966: 'Krankenkasse Wädenswil',
|
||||
1040: 'ÖKK',
|
||||
1113: 'Agrisano Krankenkasse',
|
||||
1318: 'Mutuel Assurance',
|
||||
1322: 'Provita Gesundheitsversicherung AG',
|
||||
1384: 'Sanagate AG',
|
||||
1386: 'Aquilana Versicherungen',
|
||||
1401: 'Easy Sana Assurance Maladie SA',
|
||||
1479: 'Caisse-maladie Philos',
|
||||
1507: 'Scheidegg Krankenkasse',
|
||||
1509: 'Sana24 AG',
|
||||
1535: 'rhenusana',
|
||||
1542: 'Caisse-maladie de la Vallée SA',
|
||||
1555: 'KLuG Krankenkasse',
|
||||
1560: 'Krankenkasse Institut Ingenbohl',
|
||||
1562: 'Sumiswalder Krankenkasse',
|
||||
1568: 'avanto health AG',
|
||||
}
|
||||
|
||||
|
||||
def _age_class(geburtsjahr: int) -> str:
|
||||
from datetime import date
|
||||
age = date.today().year - geburtsjahr
|
||||
if age <= 18:
|
||||
return 'AKL-KIN'
|
||||
if age <= 25:
|
||||
return 'AKL-JUG'
|
||||
return 'AKL-ERW'
|
||||
|
||||
|
||||
class PraemienView(views.APIView):
|
||||
"""
|
||||
GET /api/praemien/?plz=8001
|
||||
→ Ø-Prämien aus D_PRIM (alle Versicherer, alle Modelle), 3 Alterskategorien.
|
||||
|
||||
GET /api/praemien/vergleich/?plz=8001&geburtsjahr=1990&tariftyp=TAR-BASE&franchisestufe=FRAST1&unfall=OHN-UNF
|
||||
→ Granularer Prämienvergleich pro Versicherer aus Prämien_CH.csv.
|
||||
"""
|
||||
permission_classes = [IsAuthenticated]
|
||||
|
||||
def get(self, request):
|
||||
plz = request.query_params.get('plz', '').strip().zfill(4)
|
||||
if not plz or not plz.isdigit() or len(plz) != 4:
|
||||
return Response({'error': 'Invalid PLZ'}, status=status.HTTP_400_BAD_REQUEST)
|
||||
|
||||
latest_year = (PraemienEntry.objects
|
||||
.values_list('data_year', flat=True)
|
||||
.order_by('-data_year').first())
|
||||
if not latest_year:
|
||||
return Response({'error': 'No data imported yet.'}, status=status.HTTP_404_NOT_FOUND)
|
||||
|
||||
entries = list(PraemienEntry.objects.filter(plz=plz, data_year=latest_year).values(
|
||||
'plz', 'ort', 'kanton', 'region', 'gemeinde', 'bezirk',
|
||||
'avg_adult', 'avg_young_adult', 'avg_child', 'data_year',
|
||||
))
|
||||
if not entries:
|
||||
return Response({'error': f'No data for PLZ {plz}'}, status=status.HTTP_404_NOT_FOUND)
|
||||
|
||||
return Response({'data_year': latest_year, 'results': entries})
|
||||
|
||||
|
||||
class PraemienVergleichView(views.APIView):
|
||||
"""
|
||||
GET /api/praemien/vergleich/?plz=8001&geburtsjahr=1990&tariftyp=TAR-BASE&franchisestufe=FRAST1&unfall=OHN-UNF
|
||||
Returns all available insurers for the given filters, sorted by premium ascending.
|
||||
"""
|
||||
permission_classes = [IsAuthenticated]
|
||||
|
||||
def get(self, request):
|
||||
plz = request.query_params.get('plz', '').strip().zfill(4)
|
||||
geburtsjahr_raw = request.query_params.get('geburtsjahr', '').strip()
|
||||
tariftyp = request.query_params.get('tariftyp', 'TAR-BASE').strip()
|
||||
franchisestufe = request.query_params.get('franchisestufe', 'FRAST1').strip()
|
||||
unfall = request.query_params.get('unfall', 'OHN-UNF').strip()
|
||||
|
||||
if not plz or not plz.isdigit() or len(plz) != 4:
|
||||
return Response({'error': 'Invalid PLZ'}, status=status.HTTP_400_BAD_REQUEST)
|
||||
if not geburtsjahr_raw.isdigit():
|
||||
return Response({'error': 'Invalid geburtsjahr'}, status=status.HTTP_400_BAD_REQUEST)
|
||||
|
||||
geburtsjahr = int(geburtsjahr_raw)
|
||||
altersklasse = _age_class(geburtsjahr)
|
||||
|
||||
# Resolve PLZ → Kanton + Region
|
||||
entry = (PraemienEntry.objects
|
||||
.filter(plz=plz)
|
||||
.order_by('-data_year')
|
||||
.values('kanton', 'region', 'ort', 'gemeinde', 'data_year')
|
||||
.first())
|
||||
if not entry:
|
||||
return Response({'error': f'PLZ {plz} not found'}, status=status.HTTP_404_NOT_FOUND)
|
||||
|
||||
kanton = entry['kanton']
|
||||
region = entry['region']
|
||||
|
||||
# Latest policen year
|
||||
policen_year = (PraemienPolice.objects
|
||||
.values_list('data_year', flat=True)
|
||||
.order_by('-data_year').first())
|
||||
if not policen_year:
|
||||
return Response({'error': 'No policen data imported yet.'}, status=status.HTTP_404_NOT_FOUND)
|
||||
|
||||
policen = list(PraemienPolice.objects.filter(
|
||||
kanton=kanton,
|
||||
region=region,
|
||||
altersklasse=altersklasse,
|
||||
unfalleinschluss=unfall,
|
||||
tariftyp=tariftyp,
|
||||
franchisestufe=franchisestufe,
|
||||
data_year=policen_year,
|
||||
).values('versicherer_id', 'tarifbezeichnung', 'franchise_chf', 'praemie')
|
||||
.order_by('praemie'))
|
||||
|
||||
results = []
|
||||
for p in policen:
|
||||
vid = p['versicherer_id']
|
||||
results.append({
|
||||
'versicherer_id': vid,
|
||||
'versicherer_name': INSURER_NAMES.get(vid, f'Versicherer {vid}'),
|
||||
'tarifbezeichnung': p['tarifbezeichnung'],
|
||||
'franchise_chf': p['franchise_chf'],
|
||||
'praemie': str(p['praemie']),
|
||||
})
|
||||
|
||||
return Response({
|
||||
'kanton': kanton,
|
||||
'region': region,
|
||||
'ort': entry['ort'],
|
||||
'gemeinde': entry['gemeinde'],
|
||||
'altersklasse': altersklasse,
|
||||
'tariftyp': tariftyp,
|
||||
'franchisestufe': franchisestufe,
|
||||
'unfall': unfall,
|
||||
'data_year': policen_year,
|
||||
'results': results,
|
||||
})
|
||||
|
||||
|
||||
class ProfileView(views.APIView):
|
||||
def get(self, request):
|
||||
profile, _ = Profile.objects.get_or_create(user=request.user)
|
||||
@@ -1005,454 +1164,3 @@ class PasswordResetConfirmView(views.APIView):
|
||||
for session in UserSession.objects.filter(user=user):
|
||||
_blacklist_session(session)
|
||||
return Response({'detail': 'Password updated.'})
|
||||
|
||||
|
||||
# ── FinancialYear Helpers ─────────────────────────────────────────────────────
|
||||
|
||||
def _get_user_financial_year(user, year):
|
||||
"""Return the FinancialYear for a given year accessible to this user."""
|
||||
# Personal year
|
||||
fy = FinancialYear.objects.filter(user=user, year=year).first()
|
||||
if fy:
|
||||
return fy
|
||||
# Household year where user is an active member for this year
|
||||
memberships = HouseholdMembership.objects.filter(
|
||||
user=user,
|
||||
status='active',
|
||||
effective_from_year__lte=year,
|
||||
).filter(
|
||||
models.Q(effective_until_year__isnull=True) | models.Q(effective_until_year__gt=year)
|
||||
)
|
||||
household_ids = memberships.values_list('household_id', flat=True)
|
||||
return FinancialYear.objects.filter(household_id__in=household_ids, year=year).first()
|
||||
|
||||
|
||||
def _all_user_financial_years(user):
|
||||
"""Return all FinancialYears accessible to this user."""
|
||||
personal = FinancialYear.objects.filter(user=user)
|
||||
memberships = HouseholdMembership.objects.filter(user=user, status='active')
|
||||
household_ids = memberships.values_list('household_id', flat=True)
|
||||
household = FinancialYear.objects.filter(household_id__in=household_ids)
|
||||
return (personal | household).distinct().order_by('-year')
|
||||
|
||||
|
||||
def _max_year_for_user(user):
|
||||
"""Return the highest year the user currently has access to."""
|
||||
years = _all_user_financial_years(user).values_list('year', flat=True)
|
||||
return max(years) if years else None
|
||||
|
||||
|
||||
# ── FinancialYear Views ───────────────────────────────────────────────────────
|
||||
|
||||
class FinancialYearListCreateView(views.APIView):
|
||||
def get(self, request):
|
||||
qs = _all_user_financial_years(request.user)
|
||||
return Response(FinancialYearSerializer(qs, many=True).data)
|
||||
|
||||
def post(self, request):
|
||||
year = request.data.get('year')
|
||||
if not year:
|
||||
return Response({'year': 'This field is required.'}, status=400)
|
||||
try:
|
||||
year = int(year)
|
||||
except (TypeError, ValueError):
|
||||
return Response({'year': 'Must be an integer.'}, status=400)
|
||||
|
||||
current_year = datetime.date.today().year
|
||||
if year > current_year + 1:
|
||||
return Response(
|
||||
{'year': f'You can only create years up to {current_year + 1}.'},
|
||||
status=400,
|
||||
)
|
||||
|
||||
max_year = _max_year_for_user(request.user)
|
||||
if max_year is not None and year != max_year + 1:
|
||||
return Response(
|
||||
{'year': f'You can only create the next year ({max_year + 1}).'},
|
||||
status=400,
|
||||
)
|
||||
|
||||
household_id = request.data.get('household_id')
|
||||
if household_id:
|
||||
household = Household.objects.filter(
|
||||
id=household_id,
|
||||
memberships__user=request.user,
|
||||
memberships__status='active',
|
||||
).first()
|
||||
if not household:
|
||||
return Response({'detail': 'Household not found or not a member.'}, status=404)
|
||||
if FinancialYear.objects.filter(household=household, year=year).exists():
|
||||
return Response({'year': 'This year already exists for this household.'}, status=400)
|
||||
FinancialYear.objects.filter(household=household, is_active=True).update(is_active=False)
|
||||
fy = FinancialYear.objects.create(household=household, year=year, is_active=True)
|
||||
else:
|
||||
if FinancialYear.objects.filter(user=request.user, year=year).exists():
|
||||
return Response({'year': 'This year already exists.'}, status=400)
|
||||
FinancialYear.objects.filter(user=request.user, is_active=True).update(is_active=False)
|
||||
fy = FinancialYear.objects.create(user=request.user, year=year, is_active=True)
|
||||
|
||||
return Response(FinancialYearSerializer(fy).data, status=201)
|
||||
|
||||
|
||||
class FinancialYearDetailView(views.APIView):
|
||||
def _get_or_404(self, request, year):
|
||||
fy = _get_user_financial_year(request.user, year)
|
||||
if not fy:
|
||||
return None
|
||||
return fy
|
||||
|
||||
def get(self, request, year):
|
||||
fy = self._get_or_404(request, year)
|
||||
if not fy:
|
||||
return Response({'detail': 'Not found.'}, status=404)
|
||||
return Response(FinancialYearSerializer(fy).data)
|
||||
|
||||
def patch(self, request, year):
|
||||
fy = self._get_or_404(request, year)
|
||||
if not fy:
|
||||
return Response({'detail': 'Not found.'}, status=404)
|
||||
serializer = FinancialYearSerializer(fy, data=request.data, partial=True)
|
||||
if serializer.is_valid():
|
||||
serializer.save()
|
||||
return Response(serializer.data)
|
||||
return Response(serializer.errors, status=400)
|
||||
|
||||
def delete(self, request, year):
|
||||
fy = self._get_or_404(request, year)
|
||||
if not fy:
|
||||
return Response({'detail': 'Not found.'}, status=404)
|
||||
if not fy.is_active:
|
||||
return Response({'detail': 'Archived years cannot be deleted.'}, status=400)
|
||||
fy.delete()
|
||||
return Response(status=204)
|
||||
|
||||
|
||||
class FinancialYearCopyView(views.APIView):
|
||||
def post(self, request, year, source_year):
|
||||
source = _get_user_financial_year(request.user, source_year)
|
||||
if not source:
|
||||
return Response({'detail': f'Source year {source_year} not found.'}, status=404)
|
||||
|
||||
target = _get_user_financial_year(request.user, year)
|
||||
if not target:
|
||||
return Response({'detail': f'Target year {year} not found.'}, status=404)
|
||||
|
||||
if not target.is_active:
|
||||
return Response({'detail': 'Target year is archived.'}, status=400)
|
||||
|
||||
with db_transaction.atomic():
|
||||
incomes_copied = 0
|
||||
for income in source.incomes.all():
|
||||
YearlyIncome.objects.create(
|
||||
financial_year=target,
|
||||
member=income.member,
|
||||
name=income.name,
|
||||
amount=income.amount,
|
||||
active=income.active,
|
||||
notes=income.notes,
|
||||
)
|
||||
incomes_copied += 1
|
||||
|
||||
items_copied = 0
|
||||
for item in source.budget_items.all():
|
||||
YearlyBudgetItem.objects.create(
|
||||
financial_year=target,
|
||||
name=item.name,
|
||||
amount=item.amount,
|
||||
active=item.active,
|
||||
notes=item.notes,
|
||||
)
|
||||
items_copied += 1
|
||||
|
||||
return Response({
|
||||
'year': year,
|
||||
'source_year': source_year,
|
||||
'incomes_copied': incomes_copied,
|
||||
'budget_items_copied': items_copied,
|
||||
})
|
||||
|
||||
|
||||
# ── YearlyIncome Views ────────────────────────────────────────────────────────
|
||||
|
||||
class YearlyIncomeListCreateView(views.APIView):
|
||||
def _get_year_or_404(self, request, year):
|
||||
fy = _get_user_financial_year(request.user, year)
|
||||
return fy
|
||||
|
||||
def get(self, request, year):
|
||||
fy = self._get_year_or_404(request, year)
|
||||
if not fy:
|
||||
return Response({'detail': 'Not found.'}, status=404)
|
||||
return Response(YearlyIncomeSerializer(fy.incomes.all(), many=True).data)
|
||||
|
||||
def post(self, request, year):
|
||||
fy = self._get_year_or_404(request, year)
|
||||
if not fy:
|
||||
return Response({'detail': 'Not found.'}, status=404)
|
||||
if not fy.is_active:
|
||||
return Response({'detail': 'Archived years are read-only.'}, status=403)
|
||||
serializer = YearlyIncomeSerializer(data=request.data)
|
||||
if serializer.is_valid():
|
||||
serializer.save(financial_year=fy, member=request.user)
|
||||
return Response(serializer.data, status=201)
|
||||
return Response(serializer.errors, status=400)
|
||||
|
||||
|
||||
class YearlyIncomeDetailView(views.APIView):
|
||||
def _get_income_or_404(self, request, year, pk):
|
||||
fy = _get_user_financial_year(request.user, year)
|
||||
if not fy:
|
||||
return None, None
|
||||
income = fy.incomes.filter(pk=pk).first()
|
||||
return fy, income
|
||||
|
||||
def patch(self, request, year, pk):
|
||||
fy, income = self._get_income_or_404(request, year, pk)
|
||||
if not income:
|
||||
return Response({'detail': 'Not found.'}, status=404)
|
||||
serializer = YearlyIncomeSerializer(income, data=request.data, partial=True)
|
||||
if serializer.is_valid():
|
||||
serializer.save()
|
||||
return Response(serializer.data)
|
||||
return Response(serializer.errors, status=400)
|
||||
|
||||
def delete(self, request, year, pk):
|
||||
fy, income = self._get_income_or_404(request, year, pk)
|
||||
if not income:
|
||||
return Response({'detail': 'Not found.'}, status=404)
|
||||
income.delete()
|
||||
return Response(status=204)
|
||||
|
||||
|
||||
# ── YearlyBudgetItem Views ────────────────────────────────────────────────────
|
||||
|
||||
class YearlyBudgetItemListCreateView(views.APIView):
|
||||
def _get_year_or_404(self, request, year):
|
||||
return _get_user_financial_year(request.user, year)
|
||||
|
||||
def get(self, request, year):
|
||||
fy = self._get_year_or_404(request, year)
|
||||
if not fy:
|
||||
return Response({'detail': 'Not found.'}, status=404)
|
||||
return Response(YearlyBudgetItemSerializer(fy.budget_items.all(), many=True).data)
|
||||
|
||||
def post(self, request, year):
|
||||
fy = self._get_year_or_404(request, year)
|
||||
if not fy:
|
||||
return Response({'detail': 'Not found.'}, status=404)
|
||||
serializer = YearlyBudgetItemSerializer(data=request.data)
|
||||
if serializer.is_valid():
|
||||
serializer.save(financial_year=fy)
|
||||
return Response(serializer.data, status=201)
|
||||
return Response(serializer.errors, status=400)
|
||||
|
||||
|
||||
class YearlyBudgetItemDetailView(views.APIView):
|
||||
def _get_item_or_404(self, request, year, pk):
|
||||
fy = _get_user_financial_year(request.user, year)
|
||||
if not fy:
|
||||
return None, None
|
||||
item = fy.budget_items.filter(pk=pk).first()
|
||||
return fy, item
|
||||
|
||||
def patch(self, request, year, pk):
|
||||
fy, item = self._get_item_or_404(request, year, pk)
|
||||
if not item:
|
||||
return Response({'detail': 'Not found.'}, status=404)
|
||||
serializer = YearlyBudgetItemSerializer(item, data=request.data, partial=True)
|
||||
if serializer.is_valid():
|
||||
serializer.save()
|
||||
return Response(serializer.data)
|
||||
return Response(serializer.errors, status=400)
|
||||
|
||||
def delete(self, request, year, pk):
|
||||
fy, item = self._get_item_or_404(request, year, pk)
|
||||
if not item:
|
||||
return Response({'detail': 'Not found.'}, status=404)
|
||||
item.delete()
|
||||
return Response(status=204)
|
||||
|
||||
|
||||
# ── Household Views ───────────────────────────────────────────────────────────
|
||||
|
||||
class HouseholdListCreateView(views.APIView):
|
||||
def get(self, request):
|
||||
memberships = HouseholdMembership.objects.filter(user=request.user, status__in=['active', 'pending'])
|
||||
household_ids = memberships.values_list('household_id', flat=True)
|
||||
created = Household.objects.filter(created_by=request.user)
|
||||
qs = (Household.objects.filter(id__in=household_ids) | created).distinct()
|
||||
return Response(HouseholdSerializer(qs, many=True).data)
|
||||
|
||||
def post(self, request):
|
||||
serializer = HouseholdSerializer(data=request.data)
|
||||
if serializer.is_valid():
|
||||
household = serializer.save(created_by=request.user)
|
||||
# Creator is automatically an active member
|
||||
next_year = (datetime.date.today().year + 1)
|
||||
HouseholdMembership.objects.create(
|
||||
household=household,
|
||||
user=request.user,
|
||||
invited_by=request.user,
|
||||
status='active',
|
||||
role='admin',
|
||||
effective_from_year=next_year,
|
||||
)
|
||||
return Response(HouseholdSerializer(household).data, status=201)
|
||||
return Response(serializer.errors, status=400)
|
||||
|
||||
|
||||
class HouseholdInviteView(views.APIView):
|
||||
def post(self, request, pk):
|
||||
household = Household.objects.filter(pk=pk).first()
|
||||
if not household:
|
||||
return Response({'detail': 'Not found.'}, status=404)
|
||||
# Only founder or active admins can invite
|
||||
is_founder = household.created_by == request.user
|
||||
is_admin = HouseholdMembership.objects.filter(
|
||||
household=household, user=request.user, status='active', role='admin'
|
||||
).exists()
|
||||
if not (is_founder or is_admin):
|
||||
return Response({'detail': 'Only admins can invite members.'}, status=403)
|
||||
|
||||
email = request.data.get('email', '').strip().lower()
|
||||
User = get_user_model()
|
||||
invitee = User.objects.filter(email__iexact=email).first()
|
||||
|
||||
from django.conf import settings
|
||||
from .email import send_email
|
||||
from .models import PendingHouseholdInvite
|
||||
next_year = datetime.date.today().year + 1
|
||||
inviter_name = request.user.get_full_name() or request.user.email
|
||||
|
||||
if not invitee:
|
||||
if PendingHouseholdInvite.objects.filter(household=household, invited_email__iexact=email).exists():
|
||||
return Response({'detail': 'Invitation already sent to this email.'}, status=400)
|
||||
PendingHouseholdInvite.objects.create(
|
||||
household=household,
|
||||
invited_by=request.user,
|
||||
invited_email=email,
|
||||
effective_from_year=next_year,
|
||||
)
|
||||
register_url = f"{settings.FRONTEND_URL}/register"
|
||||
send_email(
|
||||
template_name='household_invite',
|
||||
subject=f'Einladung zum Haushalt «{household.name}»',
|
||||
context={
|
||||
'invitee_name': email,
|
||||
'inviter_name': inviter_name,
|
||||
'household_name': household.name,
|
||||
'accept_url': register_url,
|
||||
'cta_label': 'Konto erstellen & beitreten',
|
||||
},
|
||||
to=email,
|
||||
)
|
||||
return Response({'detail': f'Registration invitation sent to {email}.'})
|
||||
|
||||
if invitee == request.user:
|
||||
return Response({'detail': 'You cannot invite yourself.'}, status=400)
|
||||
if HouseholdMembership.objects.filter(household=household, user=invitee, status__in=['pending', 'active']).exists():
|
||||
return Response({'detail': 'User is already a member or has a pending invitation.'}, status=400)
|
||||
|
||||
HouseholdMembership.objects.create(
|
||||
household=household,
|
||||
user=invitee,
|
||||
invited_by=request.user,
|
||||
status='pending',
|
||||
effective_from_year=next_year,
|
||||
)
|
||||
invitee_name = invitee.get_full_name() or invitee.email
|
||||
send_email(
|
||||
template_name='household_invite',
|
||||
subject=f'Einladung zum Haushalt «{household.name}»',
|
||||
context={
|
||||
'invitee_name': invitee_name,
|
||||
'inviter_name': inviter_name,
|
||||
'household_name': household.name,
|
||||
'accept_url': f"{settings.FRONTEND_URL}/financial-year",
|
||||
'cta_label': 'Einladung annehmen',
|
||||
},
|
||||
to=invitee.email,
|
||||
)
|
||||
return Response({'detail': f'Invitation sent to {email} for year {next_year}.'})
|
||||
|
||||
|
||||
class HouseholdAcceptView(views.APIView):
|
||||
def post(self, request, pk):
|
||||
membership = HouseholdMembership.objects.filter(
|
||||
household_id=pk, user=request.user, status='pending'
|
||||
).first()
|
||||
if not membership:
|
||||
return Response({'detail': 'No pending invitation found.'}, status=404)
|
||||
membership.status = 'active'
|
||||
membership.save(update_fields=['status'])
|
||||
return Response({'detail': 'Invitation accepted.'})
|
||||
|
||||
|
||||
class HouseholdLeaveView(views.APIView):
|
||||
def post(self, request, pk):
|
||||
membership = HouseholdMembership.objects.filter(
|
||||
household_id=pk, user=request.user, status='active'
|
||||
).first()
|
||||
if not membership:
|
||||
return Response({'detail': 'You are not an active member of this household.'}, status=404)
|
||||
|
||||
next_year = datetime.date.today().year + 1
|
||||
membership.status = 'left'
|
||||
membership.effective_until_year = next_year
|
||||
membership.save(update_fields=['status', 'effective_until_year'])
|
||||
return Response({'detail': f'You will leave this household at the end of {next_year - 1}.'})
|
||||
|
||||
|
||||
class HouseholdSetRoleView(views.APIView):
|
||||
def post(self, request, pk, membership_id):
|
||||
# Only the founder can assign roles
|
||||
household = Household.objects.filter(pk=pk, created_by=request.user).first()
|
||||
if not household:
|
||||
return Response({'detail': 'Not found or not owner.'}, status=404)
|
||||
|
||||
membership = HouseholdMembership.objects.filter(
|
||||
pk=membership_id, household=household, status='active'
|
||||
).first()
|
||||
if not membership:
|
||||
return Response({'detail': 'Active membership not found.'}, status=404)
|
||||
|
||||
if membership.user == request.user:
|
||||
return Response({'detail': 'Cannot change your own role.'}, status=400)
|
||||
|
||||
role = request.data.get('role')
|
||||
if role not in ['member', 'admin']:
|
||||
return Response({'detail': 'Role must be "member" or "admin".'}, status=400)
|
||||
|
||||
membership.role = role
|
||||
membership.save(update_fields=['role'])
|
||||
return Response(HouseholdMembershipSerializer(membership).data)
|
||||
|
||||
|
||||
class HouseholdRevenueAccountsView(views.APIView):
|
||||
def get(self, request, pk):
|
||||
membership = HouseholdMembership.objects.filter(
|
||||
household_id=pk, user=request.user, status='active'
|
||||
).first()
|
||||
if not membership:
|
||||
return Response({'detail': 'Not a member of this household.'}, status=403)
|
||||
|
||||
member_users = HouseholdMembership.objects.filter(
|
||||
household_id=pk, status='active'
|
||||
).values_list('user_id', flat=True)
|
||||
|
||||
accounts = Account.objects.filter(
|
||||
user_id__in=member_users, account_type='revenue', active=True
|
||||
).select_related('user')
|
||||
|
||||
data = [
|
||||
{
|
||||
'id': a.id,
|
||||
'name': a.name,
|
||||
'balance': str(a.balance),
|
||||
'salary_months': a.salary_months,
|
||||
'owner_email': a.user.email,
|
||||
'is_mine': a.user_id == request.user.id,
|
||||
}
|
||||
for a in accounts
|
||||
]
|
||||
return Response(data)
|
||||
|
||||
@@ -1,34 +0,0 @@
|
||||
{% extends "emails/base.html" %}
|
||||
|
||||
{% block subject %}Armarium – Einladung zum Haushalt{% endblock %}
|
||||
|
||||
{% block body %}
|
||||
<p style="margin:0 0 20px;font-size:15px;color:#374151;line-height:1.6;">Hallo {{ invitee_name }},</p>
|
||||
|
||||
<p style="margin:0 0 20px;font-size:15px;color:#374151;line-height:1.6;">
|
||||
<strong>{{ inviter_name }}</strong> hat dich eingeladen, dem Haushalt
|
||||
<strong>{{ household_name }}</strong> auf Armarium beizutreten.
|
||||
</p>
|
||||
|
||||
<table role="presentation" width="100%" cellpadding="0" cellspacing="0" style="margin:0 0 28px;">
|
||||
<tr>
|
||||
<td align="center">
|
||||
<a href="{{ accept_url }}"
|
||||
style="display:inline-block;background-color:#7c3aed;color:#ffffff;font-size:15px;font-weight:600;text-decoration:none;padding:14px 32px;border-radius:8px;letter-spacing:0.1px;">
|
||||
{{ cta_label }}
|
||||
</a>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<p style="margin:0 0 8px;font-size:13px;color:#6b7280;line-height:1.6;">
|
||||
Falls der Button nicht funktioniert, kopiere diesen Link in deinen Browser:
|
||||
</p>
|
||||
<p style="margin:0 0 24px;font-size:13px;color:#7c3aed;line-height:1.6;word-break:break-all;">
|
||||
{{ accept_url }}
|
||||
</p>
|
||||
|
||||
<p style="margin:0;font-size:15px;color:#374151;line-height:1.6;">
|
||||
– Das Armarium-Team
|
||||
</p>
|
||||
{% endblock %}
|
||||
@@ -1,10 +0,0 @@
|
||||
Hallo {{ invitee_name }},
|
||||
|
||||
{{ inviter_name }} hat dich eingeladen, dem Haushalt "{{ household_name }}" auf Armarium beizutreten.
|
||||
|
||||
{{ cta_label }}:
|
||||
{{ accept_url }}
|
||||
|
||||
Falls du diese Einladung nicht erwartet hast, kannst du sie ignorieren.
|
||||
|
||||
– Das Armarium-Team
|
||||
@@ -14,7 +14,10 @@ import { ExpenseList } from './expenses/expense-list/expense-list';
|
||||
import { Profile } from './profile/profile';
|
||||
import { Settings } from './settings/settings';
|
||||
import { Calendar } from './calendar/calendar';
|
||||
import { FinancialYearComponent } from './financial-year/financial-year';
|
||||
import { InsuranceOverview } from './insurance/overview/overview';
|
||||
import { InsuranceDocuments } from './insurance/documents/documents';
|
||||
import { InsuranceAnalyse } from './insurance/analyse/analyse';
|
||||
import { Priminfo } from './insurance/priminfo/priminfo';
|
||||
export const routes: Routes = [
|
||||
{ path: 'login', component: Login },
|
||||
{ path: 'register', component: Register },
|
||||
@@ -35,7 +38,10 @@ export const routes: Routes = [
|
||||
{ path: 'profile', component: Profile },
|
||||
{ path: 'settings', component: Settings },
|
||||
{ path: 'calendar', component: Calendar },
|
||||
{ path: 'financial-year', component: FinancialYearComponent },
|
||||
{ path: 'insurance', component: InsuranceOverview },
|
||||
{ path: 'insurance-documents', component: InsuranceDocuments },
|
||||
{ path: 'insurance-analyse', component: InsuranceAnalyse },
|
||||
{ path: 'insurance-priminfo', component: Priminfo },
|
||||
],
|
||||
},
|
||||
{ path: '**', redirectTo: 'dashboard' },
|
||||
|
||||
@@ -2,7 +2,6 @@ import { Component, OnInit, OnDestroy, AfterViewInit, signal } from '@angular/co
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { TranslateModule, TranslateService } from '@ngx-translate/core';
|
||||
import { ApiService } from '../services/api';
|
||||
import { FinancialYearService, FinancialYear } from '../services/financial-year';
|
||||
import ApexCharts from 'apexcharts';
|
||||
import { Subscription } from 'rxjs';
|
||||
|
||||
@@ -14,11 +13,10 @@ import { Subscription } from 'rxjs';
|
||||
styleUrl: './dashboard.css',
|
||||
})
|
||||
export class Dashboard implements OnInit, AfterViewInit, OnDestroy {
|
||||
financialYears = signal<FinancialYear[]>([]);
|
||||
accounts = signal<any[]>([]);
|
||||
budgets = signal<any[]>([]);
|
||||
expenses = signal<any[]>([]);
|
||||
transactions = signal<any[]>([]);
|
||||
budgets = signal<any[]>([]);
|
||||
accounts = signal<any[]>([]);
|
||||
donutExpanded = signal(false);
|
||||
selectedYear = signal(new Date().getFullYear());
|
||||
yearDropdownOpen = signal(false);
|
||||
@@ -34,18 +32,17 @@ export class Dashboard implements OnInit, AfterViewInit, OnDestroy {
|
||||
private barChart?: ApexCharts;
|
||||
private donutChart?: ApexCharts;
|
||||
private dataLoaded = 0;
|
||||
private readonly totalRequests = 5;
|
||||
private readonly totalRequests = 4;
|
||||
private timeInterval?: ReturnType<typeof setInterval>;
|
||||
private langSub?: Subscription;
|
||||
|
||||
constructor(private api: ApiService, private fy: FinancialYearService, private translate: TranslateService) {}
|
||||
constructor(private api: ApiService, private translate: TranslateService) {}
|
||||
|
||||
ngOnInit(): void {
|
||||
this.fy.list().subscribe({ next: (d) => { this.financialYears.set(d); this.onDataLoaded(); } });
|
||||
this.api.getAccounts().subscribe({ next: (d) => { this.accounts.set(d); this.onDataLoaded(); } });
|
||||
this.api.getBudgets().subscribe({ next: (d) => { this.budgets.set(d); this.onDataLoaded(); } });
|
||||
this.api.getExpenses().subscribe({ next: (d) => { this.expenses.set(d); this.onDataLoaded(); } });
|
||||
this.api.getTransactions().subscribe({ next: (d) => { this.transactions.set(d); this.onDataLoaded(); } });
|
||||
this.api.getBudgets().subscribe({ next: (d) => { this.budgets.set(d); this.onDataLoaded(); } });
|
||||
this.api.getAccounts().subscribe({ next: (d) => { this.accounts.set(d); this.onDataLoaded(); } });
|
||||
|
||||
this.api.getProfile().subscribe({
|
||||
next: (p) => {
|
||||
@@ -103,10 +100,6 @@ export class Dashboard implements OnInit, AfterViewInit, OnDestroy {
|
||||
this.dateTimeDisplay.set(`${weekday}, ${date} | ${time}`);
|
||||
}
|
||||
|
||||
private financialYearFor(year: number): FinancialYear | undefined {
|
||||
return this.financialYears().find((fy) => fy.year === year);
|
||||
}
|
||||
|
||||
// KPIs
|
||||
totalIncome(): number {
|
||||
return this.accounts()
|
||||
@@ -121,10 +114,7 @@ export class Dashboard implements OnInit, AfterViewInit, OnDestroy {
|
||||
}
|
||||
|
||||
totalExpenses(): number {
|
||||
const year = this.selectedYear();
|
||||
return this.expenses()
|
||||
.filter((e) => new Date(e.date).getFullYear() === year)
|
||||
.reduce((sum, e) => sum + parseFloat(e.amount), 0);
|
||||
return this.expenses().reduce((sum, e) => sum + parseFloat(e.amount), 0);
|
||||
}
|
||||
|
||||
balance(): number {
|
||||
@@ -172,23 +162,21 @@ export class Dashboard implements OnInit, AfterViewInit, OnDestroy {
|
||||
this.selectedYear.set(year);
|
||||
this.yearDropdownOpen.set(false);
|
||||
this.renderBarChart();
|
||||
this.renderDonutChart();
|
||||
}
|
||||
|
||||
availableYears(): number[] {
|
||||
const years = new Set<number>([new Date().getFullYear()]);
|
||||
this.financialYears().forEach((fy) => years.add(fy.year));
|
||||
this.expenses().forEach((e) => years.add(new Date(e.date).getFullYear()));
|
||||
this.expenses().forEach(e => years.add(new Date(e.date).getFullYear()));
|
||||
return Array.from(years).sort((a, b) => b - a);
|
||||
}
|
||||
|
||||
donutItems(): { name: string; amount: number; pct: string; color: string }[] {
|
||||
const items = this.budgets().filter((b) => b.active);
|
||||
const total = items.reduce((sum, b) => sum + +b.amount, 0);
|
||||
return items.map((b, i) => ({
|
||||
const active = this.budgets().filter((b) => b.active);
|
||||
const total = active.reduce((sum, b) => sum + parseFloat(b.amount), 0);
|
||||
return active.map((b, i) => ({
|
||||
name: b.name,
|
||||
amount: +b.amount,
|
||||
pct: total > 0 ? ((+b.amount / total) * 100).toFixed(1) : '0',
|
||||
amount: parseFloat(b.amount),
|
||||
pct: total > 0 ? ((parseFloat(b.amount) / total) * 100).toFixed(1) : '0',
|
||||
color: this.donutColors[i % this.donutColors.length],
|
||||
}));
|
||||
}
|
||||
@@ -316,7 +304,7 @@ export class Dashboard implements OnInit, AfterViewInit, OnDestroy {
|
||||
|
||||
const active = this.budgets().filter((b) => b.active);
|
||||
const labels = active.map((b) => b.name);
|
||||
const series = active.map((b) => +b.amount);
|
||||
const series = active.map((b) => parseFloat(b.amount));
|
||||
|
||||
if (series.length === 0) return;
|
||||
|
||||
|
||||
@@ -1,671 +0,0 @@
|
||||
<!-- Backdrop for year dropdown -->
|
||||
@if (yearDropdownOpen()) {
|
||||
<div class="fixed inset-0 z-20" (click)="yearDropdownOpen.set(false)"></div>
|
||||
}
|
||||
|
||||
<div class="p-4 sm:p-6 max-w-4xl mx-auto space-y-5">
|
||||
|
||||
<!-- Page header -->
|
||||
<div class="flex flex-col sm:flex-row sm:items-center sm:justify-between gap-3">
|
||||
<div>
|
||||
<h1 class="text-xl font-semibold text-gray-900 dark:text-white">
|
||||
{{ 'financial_year.title' | translate }}
|
||||
</h1>
|
||||
@if (currentFY()) {
|
||||
<p class="text-sm text-gray-500 dark:text-gray-400 mt-0.5">
|
||||
{{ currentFY()!.owner_type === 'household'
|
||||
? ('financial_year.owner_household' | translate)
|
||||
: ('financial_year.owner_personal' | translate) }}
|
||||
</p>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div class="flex items-center gap-2">
|
||||
|
||||
<!-- Year dropdown -->
|
||||
@if (years().length > 0) {
|
||||
<div class="relative z-30">
|
||||
<button type="button" (click)="yearDropdownOpen.set(!yearDropdownOpen())"
|
||||
class="flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 dark:text-gray-200 bg-white dark:bg-gray-800 border border-gray-300 dark:border-gray-600 rounded-lg hover:bg-gray-50 dark:hover:bg-gray-700">
|
||||
<span>{{ selectedYear() }}</span>
|
||||
<svg class="w-4 h-4 transition-transform" [class.rotate-180]="yearDropdownOpen()" fill="currentColor" viewBox="0 0 20 20">
|
||||
<path fill-rule="evenodd" d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z" clip-rule="evenodd"/>
|
||||
</svg>
|
||||
</button>
|
||||
@if (yearDropdownOpen()) {
|
||||
<div class="absolute right-0 top-full mt-1 w-28 bg-white dark:bg-gray-800 border border-gray-200 dark:border-gray-700 rounded-lg shadow-lg py-1">
|
||||
@for (y of years(); track y.year) {
|
||||
<button type="button" (click)="selectYear(y.year)"
|
||||
class="w-full flex items-center justify-between px-3 py-1.5 text-sm hover:bg-gray-100 dark:hover:bg-gray-700"
|
||||
[class.text-violet-700]="y.year === selectedYear()"
|
||||
[class.dark:text-violet-400]="y.year === selectedYear()"
|
||||
[class.font-semibold]="y.year === selectedYear()"
|
||||
[class.text-gray-700]="y.year !== selectedYear()"
|
||||
[class.dark:text-gray-200]="y.year !== selectedYear()">
|
||||
{{ y.year }}
|
||||
@if (y.is_active) {
|
||||
<span class="w-1.5 h-1.5 rounded-full bg-violet-500"></span>
|
||||
}
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- New year button -->
|
||||
@if (canCreateNewYear()) {
|
||||
<button type="button" (click)="openNewYearModal()"
|
||||
class="flex items-center gap-1.5 px-3 py-2 text-sm font-medium text-white bg-violet-700 rounded-lg hover:bg-violet-800 focus:ring-2 focus:ring-violet-300 dark:focus:ring-violet-800">
|
||||
<svg class="w-4 h-4" fill="currentColor" viewBox="0 0 20 20">
|
||||
<path fill-rule="evenodd" d="M10 3a1 1 0 011 1v5h5a1 1 0 110 2h-5v5a1 1 0 11-2 0v-5H4a1 1 0 110-2h5V4a1 1 0 011-1z" clip-rule="evenodd"/>
|
||||
</svg>
|
||||
{{ 'financial_year.new_year' | translate }}
|
||||
</button>
|
||||
}
|
||||
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Loading spinner -->
|
||||
@if (loading()) {
|
||||
<div class="flex justify-center py-16">
|
||||
<svg class="animate-spin w-6 h-6 text-violet-600" fill="none" viewBox="0 0 24 24">
|
||||
<circle class="opacity-25" cx="12" cy="12" r="10" stroke="currentColor" stroke-width="4"></circle>
|
||||
<path class="opacity-75" fill="currentColor" d="M4 12a8 8 0 018-8V0C5.373 0 0 5.373 0 12h4z"></path>
|
||||
</svg>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Empty state: no years at all -->
|
||||
@if (!loading() && years().length === 0) {
|
||||
<div class="text-center py-16">
|
||||
<svg class="mx-auto w-12 h-12 text-gray-300 dark:text-gray-600 mb-4" fill="currentColor" viewBox="0 0 20 20">
|
||||
<path d="M2 10a1 1 0 011-1h2a1 1 0 011 1v5a1 1 0 01-1 1H3a1 1 0 01-1-1v-5zM8 6a1 1 0 011-1h2a1 1 0 011 1v9a1 1 0 01-1 1H9a1 1 0 01-1-1V6zM14 4a1 1 0 011-1h2a1 1 0 011 1v11a1 1 0 01-1 1h-2a1 1 0 01-1-1V4z"/>
|
||||
</svg>
|
||||
<p class="text-gray-500 dark:text-gray-400 mb-4">{{ 'financial_year.no_years' | translate }}</p>
|
||||
<button type="button" (click)="openNewYearModal()"
|
||||
class="px-4 py-2 text-sm font-medium text-white bg-violet-700 rounded-lg hover:bg-violet-800">
|
||||
{{ 'financial_year.start_first_year' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Main content -->
|
||||
@if (!loading() && currentFY()) {
|
||||
|
||||
<!-- Summary cards -->
|
||||
<div class="grid grid-cols-1 sm:grid-cols-3 gap-4">
|
||||
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-4">
|
||||
<p class="text-xs font-medium text-gray-500 dark:text-gray-400 uppercase tracking-wide">
|
||||
{{ 'financial_year.total_income' | translate }}
|
||||
</p>
|
||||
<p class="mt-1.5 text-2xl font-bold text-gray-900 dark:text-white">
|
||||
CHF {{ formatChf(totalAnnualIncome()) }}
|
||||
</p>
|
||||
<p class="text-xs text-gray-400 dark:text-gray-500 mt-0.5">
|
||||
CHF {{ formatChf(totalAnnualIncome() / 12) }} / {{ 'financial_year.per_month' | translate }}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-4">
|
||||
<p class="text-xs font-medium text-gray-500 dark:text-gray-400 uppercase tracking-wide">
|
||||
{{ 'financial_year.total_fixed_costs' | translate }}
|
||||
</p>
|
||||
<p class="mt-1.5 text-2xl font-bold text-gray-900 dark:text-white">
|
||||
CHF {{ formatChf(totalAnnualBudget()) }}
|
||||
</p>
|
||||
<p class="text-xs text-gray-400 dark:text-gray-500 mt-0.5">
|
||||
CHF {{ formatChf(totalMonthlyBudget()) }} / {{ 'financial_year.per_month' | translate }}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-4">
|
||||
<p class="text-xs font-medium text-gray-500 dark:text-gray-400 uppercase tracking-wide">
|
||||
{{ 'financial_year.total_expenses_year' | translate }} {{ selectedYear() }}
|
||||
</p>
|
||||
<p class="mt-1.5 text-2xl font-bold text-gray-900 dark:text-white">
|
||||
CHF {{ formatChf(totalYearExpenses()) }}
|
||||
</p>
|
||||
<p class="text-xs text-gray-400 dark:text-gray-500 mt-0.5">
|
||||
Ø CHF {{ formatChf(avgMonthlyExpenses()) }} / {{ 'financial_year.per_month' | translate }}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<!-- Tabs + item list -->
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 overflow-hidden">
|
||||
|
||||
<!-- Tab navigation -->
|
||||
<div class="border-b border-gray-200 dark:border-gray-700 px-4">
|
||||
<nav class="flex gap-0 -mb-px">
|
||||
<button type="button" (click)="selectTab('incomes')"
|
||||
class="px-4 py-3 text-sm font-medium border-b-2 transition-colors"
|
||||
[class.border-violet-700]="activeTab() === 'incomes'"
|
||||
[class.text-violet-700]="activeTab() === 'incomes'"
|
||||
[class.dark:text-violet-400]="activeTab() === 'incomes'"
|
||||
[class.border-transparent]="activeTab() !== 'incomes'"
|
||||
[class.text-gray-500]="activeTab() !== 'incomes'"
|
||||
[class.dark:text-gray-400]="activeTab() !== 'incomes'"
|
||||
[class.hover:text-gray-700]="activeTab() !== 'incomes'"
|
||||
[class.dark:hover:text-gray-200]="activeTab() !== 'incomes'">
|
||||
{{ 'financial_year.tab_incomes' | translate }}
|
||||
<span class="ml-1.5 text-xs bg-gray-100 dark:bg-gray-700 text-gray-600 dark:text-gray-300 rounded-full px-1.5 py-0.5">
|
||||
{{ revenueAccounts().length }}
|
||||
</span>
|
||||
</button>
|
||||
<button type="button" (click)="selectTab('budget_items')"
|
||||
class="px-4 py-3 text-sm font-medium border-b-2 transition-colors"
|
||||
[class.border-violet-700]="activeTab() === 'budget_items'"
|
||||
[class.text-violet-700]="activeTab() === 'budget_items'"
|
||||
[class.dark:text-violet-400]="activeTab() === 'budget_items'"
|
||||
[class.border-transparent]="activeTab() !== 'budget_items'"
|
||||
[class.text-gray-500]="activeTab() !== 'budget_items'"
|
||||
[class.dark:text-gray-400]="activeTab() !== 'budget_items'"
|
||||
[class.hover:text-gray-700]="activeTab() !== 'budget_items'"
|
||||
[class.dark:hover:text-gray-200]="activeTab() !== 'budget_items'">
|
||||
{{ 'financial_year.tab_budget_items' | translate }}
|
||||
<span class="ml-1.5 text-xs bg-gray-100 dark:bg-gray-700 text-gray-600 dark:text-gray-300 rounded-full px-1.5 py-0.5">
|
||||
{{ budgetItems().length }}
|
||||
</span>
|
||||
</button>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<!-- Item list: Incomes (from Revenue Accounts) -->
|
||||
@if (activeTab() === 'incomes') {
|
||||
@if (revenueAccounts().length === 0) {
|
||||
<p class="text-sm text-gray-400 dark:text-gray-500 text-center py-10">
|
||||
{{ 'financial_year.no_revenue_accounts' | translate }}
|
||||
</p>
|
||||
}
|
||||
@for (account of revenueAccounts(); track account.id) {
|
||||
<div class="flex items-center gap-3 px-4 py-3 hover:bg-gray-50 dark:hover:bg-gray-700/40 border-b border-gray-100 dark:border-gray-700/50 last:border-b-0">
|
||||
<div class="flex-1 min-w-0">
|
||||
<p class="text-sm font-medium text-gray-900 dark:text-white truncate">{{ account.name }}</p>
|
||||
<p class="text-xs text-gray-400 dark:text-gray-500">
|
||||
CHF {{ formatChf(account.balance) }}/Mt.
|
||||
@if (account.owner_email && !account.is_mine) {
|
||||
· <span class="italic">{{ account.owner_email }}</span>
|
||||
}
|
||||
</p>
|
||||
</div>
|
||||
<div class="text-right shrink-0">
|
||||
<p class="text-sm font-semibold text-gray-900 dark:text-white">
|
||||
CHF {{ formatChf(account.balance * (account.salary_months ?? 12)) }}
|
||||
</p>
|
||||
<p class="text-xs text-gray-400 dark:text-gray-500">
|
||||
{{ 'financial_year.annual_label' | translate }}
|
||||
</p>
|
||||
</div>
|
||||
<button type="button" (click)="toggleSalaryMonths(account)"
|
||||
title="{{ 'financial_year.toggle_salary_months' | translate }}"
|
||||
class="shrink-0 min-w-[2.5rem] text-xs font-semibold rounded-full px-2.5 py-1 transition-colors"
|
||||
[class.bg-violet-100]="(account.salary_months ?? 12) === 13"
|
||||
[class.text-violet-700]="(account.salary_months ?? 12) === 13"
|
||||
[class.dark:bg-violet-900/30]="(account.salary_months ?? 12) === 13"
|
||||
[class.dark:text-violet-400]="(account.salary_months ?? 12) === 13"
|
||||
[class.bg-gray-100]="(account.salary_months ?? 12) === 12"
|
||||
[class.text-gray-600]="(account.salary_months ?? 12) === 12"
|
||||
[class.dark:bg-gray-700]="(account.salary_months ?? 12) === 12"
|
||||
[class.dark:text-gray-300]="(account.salary_months ?? 12) === 12">
|
||||
{{ account.salary_months ?? 12 }} Mt.
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
@if (revenueAccounts().length > 0) {
|
||||
<div class="flex items-center justify-between px-4 py-3 bg-gray-50 dark:bg-gray-700/30 border-t border-gray-200 dark:border-gray-700">
|
||||
<span class="text-sm font-medium text-gray-700 dark:text-gray-300">{{ 'financial_year.total_annual_income' | translate }}</span>
|
||||
<span class="text-sm font-bold text-gray-900 dark:text-white">CHF {{ formatChf(totalAnnualIncome()) }}</span>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
|
||||
<!-- Item list: Budget items -->
|
||||
@if (activeTab() === 'budget_items') {
|
||||
@if (budgetItems().length === 0 && !showForm()) {
|
||||
<p class="text-sm text-gray-400 dark:text-gray-500 text-center py-10">
|
||||
{{ 'financial_year.no_budget_items' | translate }}
|
||||
</p>
|
||||
}
|
||||
@for (item of budgetItems(); track item.id) {
|
||||
<div class="flex items-center gap-3 px-4 py-3 hover:bg-gray-50 dark:hover:bg-gray-700/40 border-b border-gray-100 dark:border-gray-700/50 last:border-b-0">
|
||||
<div class="flex-1 min-w-0">
|
||||
<p class="text-sm font-medium text-gray-900 dark:text-white truncate">{{ item.name }}</p>
|
||||
@if (item.notes) {
|
||||
<p class="text-xs text-gray-400 dark:text-gray-500 truncate">{{ item.notes }}</p>
|
||||
}
|
||||
</div>
|
||||
<div class="text-right shrink-0">
|
||||
<p class="text-sm font-semibold text-gray-900 dark:text-white">CHF {{ formatChf(item.amount) }}</p>
|
||||
<p class="text-xs text-gray-400 dark:text-gray-500">CHF {{ formatChf(perMonth(item.amount)) }}/Mt.</p>
|
||||
</div>
|
||||
@if (!item.active) {
|
||||
<span class="shrink-0 text-xs font-medium bg-gray-100 dark:bg-gray-700 text-gray-500 dark:text-gray-400 rounded-full px-2 py-0.5">Inaktiv</span>
|
||||
}
|
||||
<div class="flex items-center gap-0.5 shrink-0">
|
||||
<button type="button" (click)="openEditForm(item)"
|
||||
title="{{ 'common.edit' | translate }}"
|
||||
class="p-1.5 text-gray-400 hover:text-violet-700 dark:hover:text-violet-400 rounded-md hover:bg-violet-50 dark:hover:bg-violet-900/20 transition-colors">
|
||||
<svg class="w-4 h-4" aria-hidden="true" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="m14.304 4.844 2.852 2.852M7 7H4a1 1 0 0 0-1 1v10a1 1 0 0 0 1 1h11a1 1 0 0 0 1-1v-4.5m2.409-9.91a2.017 2.017 0 0 1 0 2.853l-6.844 6.844L8 14l.713-3.565 6.844-6.844a2.015 2.015 0 0 1 2.852 0Z"/>
|
||||
</svg>
|
||||
</button>
|
||||
<button type="button" (click)="confirmDelete(item.id)"
|
||||
title="{{ 'common.delete' | translate }}"
|
||||
class="p-1.5 text-gray-400 hover:text-red-600 dark:hover:text-red-400 rounded-md hover:bg-red-50 dark:hover:bg-red-900/20 transition-colors">
|
||||
<svg class="w-4 h-4" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 7h14m-9 3v8m4-8v8M10 3h4a1 1 0 0 1 1 1v3H9V4a1 1 0 0 1 1-1ZM6 7h12v13a1 1 0 0 1-1 1H7a1 1 0 0 1-1-1V7Z"/>
|
||||
</svg>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
|
||||
<!-- Inline add/edit form (budget_items tab only) -->
|
||||
@if (showForm() && activeTab() !== 'incomes') {
|
||||
<div class="px-4 py-4 bg-gray-50 dark:bg-gray-700/30 border-t border-gray-200 dark:border-gray-700">
|
||||
<h3 class="text-sm font-semibold text-gray-900 dark:text-white mb-3">
|
||||
{{ editingId ? ('common.edit' | translate) : ('common.add' | translate) }}
|
||||
</h3>
|
||||
<div class="grid grid-cols-1 sm:grid-cols-2 gap-3">
|
||||
<div>
|
||||
<label class="block text-xs font-medium text-gray-700 dark:text-gray-300 mb-1">
|
||||
{{ 'financial_year.label_name' | translate }}
|
||||
</label>
|
||||
<input type="text" [(ngModel)]="formName"
|
||||
[placeholder]="activeTab() === 'incomes' ? 'z.B. Lohn' : 'z.B. Miete'"
|
||||
class="w-full px-3 py-2 text-sm bg-white dark:bg-gray-800 border border-gray-300 dark:border-gray-600 rounded-lg focus:ring-2 focus:ring-violet-500 focus:border-violet-500 text-gray-900 dark:text-white placeholder-gray-400">
|
||||
</div>
|
||||
<div>
|
||||
<label class="block text-xs font-medium text-gray-700 dark:text-gray-300 mb-1">
|
||||
{{ 'financial_year.label_amount' | translate }}
|
||||
</label>
|
||||
<input type="number" [(ngModel)]="formAmount" min="0" step="100"
|
||||
class="w-full px-3 py-2 text-sm bg-white dark:bg-gray-800 border border-gray-300 dark:border-gray-600 rounded-lg focus:ring-2 focus:ring-violet-500 focus:border-violet-500 text-gray-900 dark:text-white">
|
||||
</div>
|
||||
<div>
|
||||
<label class="block text-xs font-medium text-gray-700 dark:text-gray-300 mb-1">
|
||||
{{ 'financial_year.label_notes' | translate }}
|
||||
<span class="text-gray-400 font-normal">({{ 'common.optional' | translate }})</span>
|
||||
</label>
|
||||
<input type="text" [(ngModel)]="formNotes"
|
||||
class="w-full px-3 py-2 text-sm bg-white dark:bg-gray-800 border border-gray-300 dark:border-gray-600 rounded-lg focus:ring-2 focus:ring-violet-500 focus:border-violet-500 text-gray-900 dark:text-white placeholder-gray-400">
|
||||
</div>
|
||||
<div class="flex items-end pb-0.5">
|
||||
<label class="flex items-center gap-2 cursor-pointer">
|
||||
<input type="checkbox" [(ngModel)]="formActive"
|
||||
class="w-4 h-4 rounded border-gray-300 dark:border-gray-600 text-violet-600 focus:ring-violet-500 bg-white dark:bg-gray-700">
|
||||
<span class="text-sm text-gray-700 dark:text-gray-300">
|
||||
{{ 'financial_year.label_active' | translate }}
|
||||
</span>
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
@if (formError) {
|
||||
<p class="mt-2 text-xs text-red-600 dark:text-red-400">
|
||||
{{ 'financial_year.error_' + formError | translate }}
|
||||
</p>
|
||||
}
|
||||
<div class="flex items-center gap-2 mt-3">
|
||||
<button type="button" (click)="saveForm()" [disabled]="formSaving"
|
||||
class="px-4 py-2 text-sm font-medium text-white bg-violet-700 rounded-lg hover:bg-violet-800 disabled:opacity-60 disabled:cursor-not-allowed">
|
||||
{{ formSaving ? '…' : ('common.save' | translate) }}
|
||||
</button>
|
||||
<button type="button" (click)="closeForm()"
|
||||
class="px-4 py-2 text-sm font-medium text-gray-700 dark:text-gray-200 bg-white dark:bg-gray-800 border border-gray-300 dark:border-gray-600 rounded-lg hover:bg-gray-50 dark:hover:bg-gray-700">
|
||||
{{ 'common.cancel' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Footer add button (budget_items tab only) -->
|
||||
@if (!showForm() && activeTab() !== 'incomes') {
|
||||
<div class="px-4 py-3 border-t border-gray-100 dark:border-gray-700/50">
|
||||
<button type="button" (click)="openAddForm()"
|
||||
class="flex items-center gap-1.5 text-sm font-medium text-violet-700 dark:text-violet-400 hover:text-violet-900 dark:hover:text-violet-300 transition-colors">
|
||||
<svg class="w-4 h-4" fill="currentColor" viewBox="0 0 20 20">
|
||||
<path fill-rule="evenodd" d="M10 3a1 1 0 011 1v5h5a1 1 0 110 2h-5v5a1 1 0 11-2 0v-5H4a1 1 0 110-2h5V4a1 1 0 011-1z" clip-rule="evenodd"/>
|
||||
</svg>
|
||||
{{ activeTab() === 'incomes'
|
||||
? ('financial_year.add_income' | translate)
|
||||
: ('financial_year.add_budget_item' | translate) }}
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Household Section -->
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 overflow-hidden">
|
||||
|
||||
<!-- Header -->
|
||||
<div class="flex items-center gap-2 px-4 py-3 border-b border-gray-200 dark:border-gray-700">
|
||||
<svg class="w-5 h-5 text-violet-700 dark:text-violet-400 flex-shrink-0" fill="currentColor" viewBox="0 0 20 20">
|
||||
<path d="M10.707 2.293a1 1 0 00-1.414 0l-7 7a1 1 0 001.414 1.414L4 10.414V17a1 1 0 001 1h4a1 1 0 001-1v-3h2v3a1 1 0 001 1h4a1 1 0 001-1v-6.586l.293.293a1 1 0 001.414-1.414l-7-7z"/>
|
||||
</svg>
|
||||
<h2 class="text-sm font-semibold text-gray-900 dark:text-white">{{ 'household.title' | translate }}</h2>
|
||||
</div>
|
||||
|
||||
<!-- No household at all -->
|
||||
@if (households().length === 0) {
|
||||
<div class="px-4 py-8 text-center">
|
||||
<p class="text-sm text-gray-500 dark:text-gray-400 mb-1">{{ 'household.none' | translate }}</p>
|
||||
<p class="text-xs text-gray-400 dark:text-gray-500 mb-4">{{ 'household.none_hint' | translate }}</p>
|
||||
|
||||
@if (!showCreateHouseholdForm()) {
|
||||
<button type="button" (click)="showCreateHouseholdForm.set(true)"
|
||||
class="px-4 py-2 text-sm font-medium text-white bg-violet-700 rounded-lg hover:bg-violet-800">
|
||||
{{ 'household.create' | translate }}
|
||||
</button>
|
||||
}
|
||||
|
||||
@if (showCreateHouseholdForm()) {
|
||||
<div class="mt-4 max-w-sm mx-auto text-left">
|
||||
<label class="block text-xs font-medium text-gray-700 dark:text-gray-300 mb-1">
|
||||
{{ 'household.label_name' | translate }}
|
||||
</label>
|
||||
<input type="text" [(ngModel)]="householdName"
|
||||
[placeholder]="'household.placeholder_name' | translate"
|
||||
class="w-full px-3 py-2 text-sm bg-white dark:bg-gray-800 border border-gray-300 dark:border-gray-600 rounded-lg focus:ring-2 focus:ring-violet-500 focus:border-violet-500 text-gray-900 dark:text-white placeholder-gray-400">
|
||||
@if (householdError) {
|
||||
<p class="mt-1 text-xs text-red-600 dark:text-red-400">
|
||||
{{ 'household.error_' + householdError | translate }}
|
||||
</p>
|
||||
}
|
||||
<div class="flex gap-2 mt-2">
|
||||
<button type="button" (click)="createHousehold()" [disabled]="householdSaving"
|
||||
class="px-4 py-2 text-sm font-medium text-white bg-violet-700 rounded-lg hover:bg-violet-800 disabled:opacity-60">
|
||||
{{ householdSaving ? '…' : ('common.create' | translate) }}
|
||||
</button>
|
||||
<button type="button" (click)="showCreateHouseholdForm.set(false); householdName = ''; householdError = ''"
|
||||
class="px-4 py-2 text-sm font-medium text-gray-700 dark:text-gray-200 bg-white dark:bg-gray-800 border border-gray-300 dark:border-gray-600 rounded-lg hover:bg-gray-50 dark:hover:bg-gray-700">
|
||||
{{ 'common.cancel' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Household list -->
|
||||
@for (h of households(); track h.id) {
|
||||
@let myM = myMembership(h);
|
||||
@let amFounder = isFounder(h);
|
||||
@let isPending = myM?.status === 'pending';
|
||||
|
||||
<div class="px-4 py-4" [class.border-b]="!$last" [class.border-gray-100]="!$last" [class.dark:border-gray-700]="!$last">
|
||||
|
||||
<!-- Household header row -->
|
||||
<div class="flex items-center justify-between mb-3">
|
||||
<div>
|
||||
<h3 class="text-sm font-semibold text-gray-900 dark:text-white">{{ h.name }}</h3>
|
||||
<p class="text-xs text-gray-400 dark:text-gray-500 mt-0.5">
|
||||
{{ 'household.created_by' | translate }}: {{ h.created_by_email }}
|
||||
</p>
|
||||
</div>
|
||||
<!-- Invite button (founder or admin, only if not pending) -->
|
||||
@if (!isPending && canInvite(h) && inviteHouseholdId() !== h.id) {
|
||||
<button type="button" (click)="openInviteForm(h.id)"
|
||||
class="flex items-center gap-1.5 px-3 py-1.5 text-xs font-medium text-violet-700 dark:text-violet-400 border border-violet-300 dark:border-violet-700 rounded-lg hover:bg-violet-50 dark:hover:bg-violet-900/20">
|
||||
<svg class="w-3.5 h-3.5" fill="currentColor" viewBox="0 0 20 20">
|
||||
<path d="M8 9a3 3 0 100-6 3 3 0 000 6zM8 11a6 6 0 016 6H2a6 6 0 016-6zM16 7a1 1 0 10-2 0v1h-1a1 1 0 100 2h1v1a1 1 0 102 0v-1h1a1 1 0 100-2h-1V7z"/>
|
||||
</svg>
|
||||
{{ 'household.invite' | translate }}
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!-- Pending invitation banner -->
|
||||
@if (isPending) {
|
||||
<div class="flex items-center justify-between bg-violet-50 dark:bg-violet-900/20 border border-violet-200 dark:border-violet-800 rounded-lg px-3 py-2.5 mb-3">
|
||||
<div>
|
||||
<p class="text-xs font-medium text-violet-800 dark:text-violet-300">{{ 'household.pending_invitation' | translate }}</p>
|
||||
<p class="text-xs text-violet-600 dark:text-violet-400 mt-0.5">
|
||||
{{ 'household.pending_from' | translate }}: {{ myM?.invited_by_email }}
|
||||
· {{ 'household.effective_from' | translate }} {{ myM?.effective_from_year }}
|
||||
</p>
|
||||
</div>
|
||||
<button type="button" (click)="acceptInvitation(h.id)"
|
||||
class="ml-3 px-3 py-1.5 text-xs font-medium text-white bg-violet-700 rounded-lg hover:bg-violet-800 shrink-0">
|
||||
{{ 'household.accept' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Member list (show only for non-pending) -->
|
||||
@if (!isPending) {
|
||||
<div class="divide-y divide-gray-100 dark:divide-gray-700 border border-gray-200 dark:border-gray-700 rounded-lg overflow-hidden">
|
||||
@for (m of activeMembers(h); track m.id) {
|
||||
<div class="flex items-center gap-3 px-3 py-2.5">
|
||||
<!-- Email -->
|
||||
<p class="flex-1 text-sm text-gray-900 dark:text-white truncate min-w-0">
|
||||
{{ m.user_email }}
|
||||
@if (m.user_email === userEmail) {
|
||||
<span class="ml-1.5 text-xs text-gray-400">({{ 'household.you' | translate }})</span>
|
||||
}
|
||||
@if (m.user_email === h.created_by_email) {
|
||||
<span class="ml-1.5 text-xs text-gray-400">({{ 'household.founder' | translate }})</span>
|
||||
}
|
||||
</p>
|
||||
<!-- Status badge -->
|
||||
<span class="shrink-0 text-xs font-medium rounded-full px-2 py-0.5"
|
||||
[class.bg-green-100]="m.status === 'active'"
|
||||
[class.text-green-700]="m.status === 'active'"
|
||||
[class.dark:bg-green-900/30]="m.status === 'active'"
|
||||
[class.dark:text-green-400]="m.status === 'active'"
|
||||
[class.bg-yellow-100]="m.status === 'pending'"
|
||||
[class.text-yellow-700]="m.status === 'pending'"
|
||||
[class.dark:bg-yellow-900/30]="m.status === 'pending'"
|
||||
[class.dark:text-yellow-400]="m.status === 'pending'">
|
||||
{{ 'household.status_' + m.status | translate }}
|
||||
</span>
|
||||
<!-- Role badge -->
|
||||
<span class="shrink-0 text-xs font-medium rounded-full px-2 py-0.5"
|
||||
[class.bg-violet-100]="m.role === 'admin'"
|
||||
[class.text-violet-700]="m.role === 'admin'"
|
||||
[class.dark:bg-violet-900/30]="m.role === 'admin'"
|
||||
[class.dark:text-violet-400]="m.role === 'admin'"
|
||||
[class.bg-gray-100]="m.role === 'member'"
|
||||
[class.text-gray-500]="m.role === 'member'"
|
||||
[class.dark:bg-gray-700]="m.role === 'member'"
|
||||
[class.dark:text-gray-400]="m.role === 'member'">
|
||||
{{ 'household.role_' + m.role | translate }}
|
||||
</span>
|
||||
<!-- Role toggle (only founder, not for self, only for active members) -->
|
||||
@if (amFounder && m.user_email !== userEmail && m.status === 'active') {
|
||||
<button type="button" (click)="toggleMemberRole(h.id, m)"
|
||||
class="shrink-0 p-1.5 text-gray-400 hover:text-violet-700 dark:hover:text-violet-400 rounded-md hover:bg-violet-50 dark:hover:bg-violet-900/20 transition-colors"
|
||||
[title]="m.role === 'admin' ? ('household.remove_admin' | translate) : ('household.make_admin' | translate)">
|
||||
<svg class="w-4 h-4" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M15.75 5.25a3 3 0 0 1 3 3m3 0a6 6 0 0 1-7.029 5.912c-.563-.097-1.159.026-1.563.43L10.5 17.25H8.25v2.25H6v2.25H2.25v-2.818c0-.597.237-1.17.659-1.591l6.499-6.499c.404-.404.527-1 .43-1.563A6 6 0 0 1 21.75 8.25Z"/>
|
||||
</svg>
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Pending invites (no account yet) -->
|
||||
@if (!isPending && (h.pending_invites?.length ?? 0) > 0) {
|
||||
<div class="mt-3 divide-y divide-gray-100 dark:divide-gray-700 border border-gray-200 dark:border-gray-700 rounded-lg overflow-hidden">
|
||||
@for (pi of h.pending_invites; track pi.id) {
|
||||
<div class="flex items-center gap-3 px-3 py-2.5">
|
||||
<p class="flex-1 text-sm text-gray-400 dark:text-gray-500 truncate min-w-0 italic">
|
||||
{{ pi.invited_email }}
|
||||
</p>
|
||||
<span class="shrink-0 text-xs font-medium bg-gray-100 dark:bg-gray-700 text-gray-500 dark:text-gray-400 rounded-full px-2 py-0.5">
|
||||
{{ 'household.status_unregistered' | translate }}
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Invite form -->
|
||||
@if (inviteHouseholdId() === h.id) {
|
||||
<div class="mt-3 p-3 bg-gray-50 dark:bg-gray-700/30 rounded-lg border border-gray-200 dark:border-gray-700">
|
||||
<label class="block text-xs font-medium text-gray-700 dark:text-gray-300 mb-1">
|
||||
{{ 'household.invite_email' | translate }}
|
||||
</label>
|
||||
<div class="flex gap-2">
|
||||
<input type="email" [(ngModel)]="inviteEmail"
|
||||
[placeholder]="'household.invite_placeholder' | translate"
|
||||
class="flex-1 min-w-0 px-3 py-2 text-sm bg-white dark:bg-gray-800 border border-gray-300 dark:border-gray-600 rounded-lg focus:ring-2 focus:ring-violet-500 focus:border-violet-500 text-gray-900 dark:text-white placeholder-gray-400">
|
||||
<button type="button" (click)="sendInvite(h.id)" [disabled]="inviteSaving"
|
||||
class="px-3 py-2 text-sm font-medium text-white bg-violet-700 rounded-lg hover:bg-violet-800 disabled:opacity-60 shrink-0">
|
||||
{{ inviteSaving ? '…' : ('household.send' | translate) }}
|
||||
</button>
|
||||
<button type="button" (click)="inviteHouseholdId.set(null)"
|
||||
class="px-3 py-2 text-sm font-medium text-gray-700 dark:text-gray-200 bg-white dark:bg-gray-800 border border-gray-300 dark:border-gray-600 rounded-lg hover:bg-gray-50 dark:hover:bg-gray-700 shrink-0">
|
||||
{{ 'common.cancel' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
@if (inviteError) {
|
||||
<p class="mt-1.5 text-xs text-red-600 dark:text-red-400">
|
||||
{{ 'household.error_' + inviteError | translate }}
|
||||
</p>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Leave button (active members who are not the founder) -->
|
||||
@if (!amFounder && myM?.status === 'active') {
|
||||
<div class="mt-3 flex justify-end">
|
||||
<button type="button" (click)="openLeaveModal(h.id)"
|
||||
class="text-xs font-medium text-red-600 dark:text-red-400 hover:text-red-800 dark:hover:text-red-300">
|
||||
{{ 'household.leave' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
|
||||
</div>
|
||||
}
|
||||
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<!-- New Year Modal -->
|
||||
@if (showNewYearModal()) {
|
||||
<div class="fixed inset-0 z-50 flex items-center justify-center bg-black/50 backdrop-blur-sm p-4">
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl shadow-xl p-6 w-full max-w-sm">
|
||||
|
||||
<h2 class="text-lg font-semibold text-gray-900 dark:text-white mb-2">
|
||||
{{ 'financial_year.confirm_new_year' | translate: { year: nextYear() } }}
|
||||
</h2>
|
||||
|
||||
<!-- Haushalt-Auswahl -->
|
||||
@if (activeHouseholds().length > 0) {
|
||||
<div class="mb-4">
|
||||
<label class="block text-xs font-medium text-gray-700 dark:text-gray-300 mb-1.5">
|
||||
{{ 'financial_year.new_year_owner' | translate }}
|
||||
</label>
|
||||
<div class="flex flex-col gap-1.5">
|
||||
<label class="flex items-center gap-2 cursor-pointer">
|
||||
<input type="radio" name="newYearOwner" [value]="null" [checked]="newYearHouseholdId() === null" (change)="newYearHouseholdId.set(null)"
|
||||
class="text-violet-600 focus:ring-violet-500">
|
||||
<span class="text-sm text-gray-700 dark:text-gray-300">{{ 'financial_year.owner_personal' | translate }}</span>
|
||||
</label>
|
||||
@for (h of activeHouseholds(); track h.id) {
|
||||
<label class="flex items-center gap-2 cursor-pointer">
|
||||
<input type="radio" name="newYearOwner" [value]="h.id" [checked]="newYearHouseholdId() === h.id" (change)="newYearHouseholdId.set(h.id)"
|
||||
class="text-violet-600 focus:ring-violet-500">
|
||||
<span class="text-sm text-gray-700 dark:text-gray-300">{{ h.name }}</span>
|
||||
</label>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (years().length > 0) {
|
||||
<p class="text-sm text-gray-500 dark:text-gray-400 mb-5">
|
||||
{{ 'financial_year.confirm_copy' | translate: { source: selectedYear() } }}
|
||||
</p>
|
||||
<div class="flex flex-col gap-2">
|
||||
<button type="button" (click)="createYear(true)"
|
||||
class="w-full px-4 py-2.5 text-sm font-medium text-white bg-violet-700 rounded-lg hover:bg-violet-800">
|
||||
{{ 'financial_year.copy_yes' | translate }}
|
||||
</button>
|
||||
<button type="button" (click)="createYear(false)"
|
||||
class="w-full px-4 py-2.5 text-sm font-medium text-gray-700 dark:text-gray-200 bg-white dark:bg-gray-700 border border-gray-300 dark:border-gray-600 rounded-lg hover:bg-gray-50 dark:hover:bg-gray-600">
|
||||
{{ 'financial_year.copy_no' | translate }}
|
||||
</button>
|
||||
<button type="button" (click)="showNewYearModal.set(false)"
|
||||
class="w-full px-4 py-2 text-sm text-gray-400 hover:text-gray-600 dark:hover:text-gray-300">
|
||||
{{ 'common.cancel' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
} @else {
|
||||
<p class="text-sm text-gray-500 dark:text-gray-400 mb-5">
|
||||
{{ 'financial_year.first_year_hint' | translate: { year: nextYear() } }}
|
||||
</p>
|
||||
<div class="flex flex-col gap-2">
|
||||
<button type="button" (click)="createYear(false)"
|
||||
class="w-full px-4 py-2.5 text-sm font-medium text-white bg-violet-700 rounded-lg hover:bg-violet-800">
|
||||
{{ 'financial_year.create_year' | translate }}
|
||||
</button>
|
||||
<button type="button" (click)="showNewYearModal.set(false)"
|
||||
class="w-full px-4 py-2 text-sm text-gray-400 hover:text-gray-600 dark:hover:text-gray-300">
|
||||
{{ 'common.cancel' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Leave Household Modal -->
|
||||
@if (showLeaveModal()) {
|
||||
<div class="fixed inset-0 z-50 flex items-center justify-center bg-black/50 backdrop-blur-sm p-4">
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl shadow-xl p-6 w-full max-w-sm">
|
||||
<h2 class="text-lg font-semibold text-gray-900 dark:text-white mb-2">
|
||||
{{ 'household.leave_confirm_title' | translate }}
|
||||
</h2>
|
||||
<p class="text-sm text-gray-500 dark:text-gray-400 mb-5">
|
||||
{{ 'household.leave_confirm_text' | translate }}
|
||||
</p>
|
||||
<div class="flex gap-3">
|
||||
<button type="button" (click)="showLeaveModal.set(false)"
|
||||
class="flex-1 px-4 py-2 text-sm font-medium text-gray-700 dark:text-gray-200 bg-white dark:bg-gray-700 border border-gray-300 dark:border-gray-600 rounded-lg hover:bg-gray-50 dark:hover:bg-gray-600">
|
||||
{{ 'common.cancel' | translate }}
|
||||
</button>
|
||||
<button type="button" (click)="confirmLeave()"
|
||||
class="flex-1 px-4 py-2 text-sm font-medium text-white bg-red-600 rounded-lg hover:bg-red-700">
|
||||
{{ 'household.leave' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Delete Confirm Modal -->
|
||||
@if (showDeleteModal()) {
|
||||
<div class="fixed inset-0 z-50 flex items-center justify-center bg-black/50 backdrop-blur-sm p-4">
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl shadow-xl p-6 w-full max-w-sm">
|
||||
<h2 class="text-lg font-semibold text-gray-900 dark:text-white mb-2">
|
||||
{{ 'common.delete_confirm_title' | translate }}
|
||||
</h2>
|
||||
<p class="text-sm text-gray-500 dark:text-gray-400 mb-5">
|
||||
{{ 'common.delete_confirm_text' | translate }}
|
||||
</p>
|
||||
<div class="flex gap-3">
|
||||
<button type="button" (click)="showDeleteModal.set(false)"
|
||||
class="flex-1 px-4 py-2 text-sm font-medium text-gray-700 dark:text-gray-200 bg-white dark:bg-gray-700 border border-gray-300 dark:border-gray-600 rounded-lg hover:bg-gray-50 dark:hover:bg-gray-600">
|
||||
{{ 'common.cancel' | translate }}
|
||||
</button>
|
||||
<button type="button" (click)="executeDelete()"
|
||||
class="flex-1 px-4 py-2 text-sm font-medium text-white bg-red-600 rounded-lg hover:bg-red-700">
|
||||
{{ 'common.delete' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
@@ -1,447 +0,0 @@
|
||||
import { Component, OnInit, signal, computed } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { TranslateModule } from '@ngx-translate/core';
|
||||
import { FinancialYearService, FinancialYear, YearlyIncome, YearlyBudgetItem, Household, HouseholdMembership } from '../services/financial-year';
|
||||
import { ApiService } from '../services/api';
|
||||
|
||||
type Tab = 'incomes' | 'budget_items';
|
||||
|
||||
@Component({
|
||||
selector: 'app-financial-year',
|
||||
standalone: true,
|
||||
imports: [CommonModule, FormsModule, TranslateModule],
|
||||
templateUrl: './financial-year.html',
|
||||
styleUrl: './financial-year.css',
|
||||
})
|
||||
export class FinancialYearComponent implements OnInit {
|
||||
years = signal<FinancialYear[]>([]);
|
||||
currentFY = signal<FinancialYear | null>(null);
|
||||
selectedYear = signal<number>(new Date().getFullYear());
|
||||
activeTab = signal<Tab>('incomes');
|
||||
loading = signal(true);
|
||||
yearDropdownOpen = signal(false);
|
||||
|
||||
// New year modal
|
||||
showNewYearModal = signal(false);
|
||||
newYearHouseholdId = signal<number | null>(null);
|
||||
|
||||
// Add/edit form
|
||||
showForm = signal(false);
|
||||
editingId: number | null = null;
|
||||
formName = '';
|
||||
formAmount = 0;
|
||||
formNotes = '';
|
||||
formActive = true;
|
||||
formError = '';
|
||||
formSaving = false;
|
||||
|
||||
// Delete modal
|
||||
showDeleteModal = signal(false);
|
||||
deleteId: number | null = null;
|
||||
|
||||
// Revenue accounts (income tab)
|
||||
revenueAccounts = signal<any[]>([]);
|
||||
|
||||
// Budgets (fixed costs)
|
||||
budgets = signal<any[]>([]);
|
||||
|
||||
// Expenses (actual spending)
|
||||
expenses = signal<any[]>([]);
|
||||
|
||||
// Household state
|
||||
households = signal<Household[]>([]);
|
||||
userEmail = '';
|
||||
|
||||
// Create household form
|
||||
showCreateHouseholdForm = signal(false);
|
||||
householdName = '';
|
||||
householdSaving = false;
|
||||
householdError = '';
|
||||
|
||||
// Invite form
|
||||
inviteHouseholdId = signal<number | null>(null);
|
||||
inviteEmail = '';
|
||||
inviteError = '';
|
||||
inviteSaving = false;
|
||||
|
||||
// Leave confirm modal
|
||||
showLeaveModal = signal(false);
|
||||
leaveHouseholdId: number | null = null;
|
||||
|
||||
constructor(private fyService: FinancialYearService, private api: ApiService) {}
|
||||
|
||||
ngOnInit(): void {
|
||||
this.loadAll();
|
||||
this.loadHouseholds();
|
||||
this.loadRevenueAccounts();
|
||||
this.loadBudgets();
|
||||
this.api.getExpenses().subscribe({ next: (d) => this.expenses.set(d) });
|
||||
this.api.getProfile().subscribe({ next: (p) => { this.userEmail = p.email || ''; } });
|
||||
}
|
||||
|
||||
// --- Computed ---
|
||||
|
||||
nextYear = computed(() => {
|
||||
const ys = this.years();
|
||||
if (ys.length === 0) return new Date().getFullYear();
|
||||
return Math.max(...ys.map(y => y.year)) + 1;
|
||||
});
|
||||
|
||||
canCreateNewYear = computed(() => {
|
||||
const next = this.nextYear();
|
||||
const maxAllowed = new Date().getFullYear() + 1;
|
||||
return next <= maxAllowed && !this.years().some(y => y.year === next);
|
||||
});
|
||||
|
||||
totalIncome = computed(() => Number(this.currentFY()?.total_income ?? 0));
|
||||
totalFixedCosts = computed(() => Number(this.currentFY()?.total_fixed_costs ?? 0));
|
||||
|
||||
disposable = computed(() => this.totalIncome() - this.totalFixedCosts());
|
||||
|
||||
savingsRate = computed(() => {
|
||||
const i = this.totalIncome();
|
||||
return i > 0 ? Math.round((this.disposable() / i) * 100) : 0;
|
||||
});
|
||||
|
||||
incomes = computed(() => this.currentFY()?.incomes ?? []);
|
||||
budgetItems = computed(() => this.currentFY()?.budget_items ?? []);
|
||||
|
||||
totalAnnualIncome = computed(() =>
|
||||
this.revenueAccounts().reduce((sum, a) => sum + parseFloat(a.balance) * (a.salary_months ?? 12), 0)
|
||||
);
|
||||
|
||||
totalMonthlyBudget = computed(() =>
|
||||
this.budgets().filter((b) => b.active).reduce((sum, b) => sum + parseFloat(b.amount), 0)
|
||||
);
|
||||
|
||||
totalAnnualBudget = computed(() => this.totalMonthlyBudget() * 12);
|
||||
|
||||
totalYearExpenses = computed(() =>
|
||||
this.expenses()
|
||||
.filter((e) => new Date(e.date).getFullYear() === this.selectedYear())
|
||||
.reduce((sum, e) => sum + parseFloat(e.amount), 0)
|
||||
);
|
||||
|
||||
avgMonthlyExpenses = computed(() => {
|
||||
const now = new Date();
|
||||
const year = this.selectedYear();
|
||||
const months = year < now.getFullYear() ? 12 : now.getMonth() + 1;
|
||||
return months > 0 ? this.totalYearExpenses() / months : 0;
|
||||
});
|
||||
|
||||
// --- Data loading ---
|
||||
|
||||
private loadAll(): void {
|
||||
this.loading.set(true);
|
||||
this.fyService.list().subscribe({
|
||||
next: (ys) => {
|
||||
// ys is ordered by -year (descending from backend)
|
||||
this.years.set(ys);
|
||||
if (ys.length > 0) {
|
||||
const target =
|
||||
ys.find(y => y.year === this.selectedYear()) ??
|
||||
ys.find(y => y.is_active) ??
|
||||
ys[0];
|
||||
this.selectedYear.set(target.year);
|
||||
this.currentFY.set(target);
|
||||
}
|
||||
this.loading.set(false);
|
||||
},
|
||||
error: () => this.loading.set(false),
|
||||
});
|
||||
}
|
||||
|
||||
private reloadCurrentYear(): void {
|
||||
const year = this.selectedYear();
|
||||
this.fyService.get(year).subscribe({
|
||||
next: (fy) => {
|
||||
setTimeout(() => {
|
||||
this.currentFY.set(fy);
|
||||
// Keep the years list in sync for totals shown in the sidebar/year selector
|
||||
this.years.update(ys => ys.map(y => (y.year === year ? { ...y, ...fy } : y)));
|
||||
});
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
// --- Year selection ---
|
||||
|
||||
selectYear(year: number): void {
|
||||
this.yearDropdownOpen.set(false);
|
||||
this.selectedYear.set(year);
|
||||
this.closeForm();
|
||||
const cached = this.years().find(y => y.year === year);
|
||||
if (cached) {
|
||||
this.currentFY.set(cached);
|
||||
this.loadRevenueAccounts();
|
||||
}
|
||||
}
|
||||
|
||||
// --- Year creation ---
|
||||
|
||||
openNewYearModal(): void {
|
||||
this.newYearHouseholdId.set(null);
|
||||
this.showNewYearModal.set(true);
|
||||
}
|
||||
|
||||
activeHouseholds(): Household[] {
|
||||
return this.households().filter(h =>
|
||||
h.memberships.some(m => m.user_email === this.userEmail && m.status === 'active')
|
||||
);
|
||||
}
|
||||
|
||||
createYear(copy: boolean): void {
|
||||
const newYear = this.nextYear();
|
||||
const sourceYear = copy ? Math.max(...this.years().map(y => y.year)) : null;
|
||||
const householdId = this.newYearHouseholdId();
|
||||
|
||||
const payload: { year: number; household_id?: number } = { year: newYear };
|
||||
if (householdId) payload.household_id = householdId;
|
||||
|
||||
this.fyService.create(payload).subscribe({
|
||||
next: () => {
|
||||
if (sourceYear !== null) {
|
||||
this.fyService.copyFrom(newYear, sourceYear).subscribe({
|
||||
next: () => {
|
||||
this.showNewYearModal.set(false);
|
||||
this.selectedYear.set(newYear);
|
||||
this.loadAll();
|
||||
},
|
||||
});
|
||||
} else {
|
||||
this.showNewYearModal.set(false);
|
||||
this.selectedYear.set(newYear);
|
||||
this.loadAll();
|
||||
}
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
// --- Tab ---
|
||||
|
||||
selectTab(tab: Tab): void {
|
||||
this.activeTab.set(tab);
|
||||
this.closeForm();
|
||||
}
|
||||
|
||||
// --- Form ---
|
||||
|
||||
openAddForm(): void {
|
||||
this.editingId = null;
|
||||
this.formName = '';
|
||||
this.formAmount = 0;
|
||||
this.formNotes = '';
|
||||
this.formActive = true;
|
||||
this.formError = '';
|
||||
this.formSaving = false;
|
||||
this.showForm.set(true);
|
||||
}
|
||||
|
||||
openEditForm(item: YearlyIncome | YearlyBudgetItem): void {
|
||||
this.editingId = item.id;
|
||||
this.formName = item.name;
|
||||
this.formAmount = Number(item.amount);
|
||||
this.formNotes = item.notes;
|
||||
this.formActive = item.active;
|
||||
this.formError = '';
|
||||
this.formSaving = false;
|
||||
this.showForm.set(true);
|
||||
}
|
||||
|
||||
closeForm(): void {
|
||||
this.showForm.set(false);
|
||||
this.editingId = null;
|
||||
}
|
||||
|
||||
saveForm(): void {
|
||||
const name = this.formName.trim();
|
||||
if (!name) { this.formError = 'name_required'; return; }
|
||||
const amount = this.formAmount;
|
||||
if (!amount || amount <= 0) { this.formError = 'amount_invalid'; return; }
|
||||
|
||||
const year = this.selectedYear();
|
||||
const data = { name, amount, notes: this.formNotes, active: this.formActive };
|
||||
const id = this.editingId;
|
||||
const tab = this.activeTab();
|
||||
this.formSaving = true;
|
||||
|
||||
let obs;
|
||||
if (tab === 'incomes') {
|
||||
obs = id
|
||||
? this.fyService.updateIncome(year, id, data)
|
||||
: this.fyService.createIncome(year, { ...data, member: null });
|
||||
} else {
|
||||
obs = id
|
||||
? this.fyService.updateBudgetItem(year, id, data)
|
||||
: this.fyService.createBudgetItem(year, data);
|
||||
}
|
||||
|
||||
obs.subscribe({
|
||||
next: () => {
|
||||
this.formSaving = false;
|
||||
this.closeForm();
|
||||
this.reloadCurrentYear();
|
||||
},
|
||||
error: () => {
|
||||
this.formSaving = false;
|
||||
this.formError = 'save_failed';
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
// --- Delete ---
|
||||
|
||||
confirmDelete(id: number): void {
|
||||
this.deleteId = id;
|
||||
this.showDeleteModal.set(true);
|
||||
}
|
||||
|
||||
executeDelete(): void {
|
||||
const id = this.deleteId;
|
||||
if (!id) return;
|
||||
const year = this.selectedYear();
|
||||
const tab = this.activeTab();
|
||||
const obs = tab === 'incomes'
|
||||
? this.fyService.deleteIncome(year, id)
|
||||
: this.fyService.deleteBudgetItem(year, id);
|
||||
obs.subscribe({
|
||||
next: () => {
|
||||
this.showDeleteModal.set(false);
|
||||
this.reloadCurrentYear();
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
// --- Household helpers ---
|
||||
|
||||
myMembership(h: Household): HouseholdMembership | undefined {
|
||||
return h.memberships.find(m => m.user_email === this.userEmail);
|
||||
}
|
||||
|
||||
isFounder(h: Household): boolean {
|
||||
return h.created_by_email === this.userEmail;
|
||||
}
|
||||
|
||||
canInvite(h: Household): boolean {
|
||||
const m = this.myMembership(h);
|
||||
return this.isFounder(h) || (m?.status === 'active' && m?.role === 'admin');
|
||||
}
|
||||
|
||||
activeMembers(h: Household): HouseholdMembership[] {
|
||||
return h.memberships.filter(m => m.status !== 'left');
|
||||
}
|
||||
|
||||
// --- Household CRUD ---
|
||||
|
||||
private loadBudgets(): void {
|
||||
this.api.getBudgets().subscribe({ next: (bs) => this.budgets.set(bs) });
|
||||
}
|
||||
|
||||
private loadRevenueAccounts(): void {
|
||||
const fy = this.currentFY();
|
||||
if (fy?.owner_type === 'household' && fy.household_id) {
|
||||
this.fyService.getHouseholdRevenueAccounts(fy.household_id).subscribe({
|
||||
next: (accounts) => this.revenueAccounts.set(accounts),
|
||||
});
|
||||
} else {
|
||||
this.api.getAccounts().subscribe({
|
||||
next: (accounts) => this.revenueAccounts.set(accounts.filter((a) => a.account_type === 'revenue')),
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
toggleSalaryMonths(account: any): void {
|
||||
const newMonths = account.salary_months === 13 ? 12 : 13;
|
||||
this.api.patchAccount(account.id, { salary_months: newMonths }).subscribe({
|
||||
next: (updated) => {
|
||||
this.revenueAccounts.update((accounts) =>
|
||||
accounts.map((a) => (a.id === account.id ? { ...a, salary_months: updated.salary_months } : a))
|
||||
);
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
private loadHouseholds(): void {
|
||||
this.fyService.getHouseholds().subscribe({ next: (hs) => this.households.set(hs) });
|
||||
}
|
||||
|
||||
createHousehold(): void {
|
||||
const name = this.householdName.trim();
|
||||
if (!name) { this.householdError = 'name_required'; return; }
|
||||
this.householdSaving = true;
|
||||
this.fyService.createHousehold(name).subscribe({
|
||||
next: () => {
|
||||
this.householdSaving = false;
|
||||
this.showCreateHouseholdForm.set(false);
|
||||
this.householdName = '';
|
||||
this.householdError = '';
|
||||
this.loadHouseholds();
|
||||
},
|
||||
error: () => { this.householdSaving = false; this.householdError = 'failed'; },
|
||||
});
|
||||
}
|
||||
|
||||
openInviteForm(householdId: number): void {
|
||||
this.inviteHouseholdId.set(householdId);
|
||||
this.inviteEmail = '';
|
||||
this.inviteError = '';
|
||||
this.inviteSaving = false;
|
||||
}
|
||||
|
||||
sendInvite(pk: number): void {
|
||||
const email = this.inviteEmail.trim();
|
||||
if (!email) { this.inviteError = 'email_required'; return; }
|
||||
this.inviteSaving = true;
|
||||
this.fyService.inviteMember(pk, email).subscribe({
|
||||
next: () => {
|
||||
this.inviteSaving = false;
|
||||
this.inviteHouseholdId.set(null);
|
||||
this.inviteEmail = '';
|
||||
this.loadHouseholds();
|
||||
},
|
||||
error: (err) => {
|
||||
this.inviteSaving = false;
|
||||
const detail = err?.error?.detail ?? '';
|
||||
if (detail.includes('email')) this.inviteError = 'not_found';
|
||||
else if (detail.includes('already')) this.inviteError = 'already_member';
|
||||
else this.inviteError = 'failed';
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
acceptInvitation(pk: number): void {
|
||||
this.fyService.acceptInvitation(pk).subscribe({
|
||||
next: () => this.loadHouseholds(),
|
||||
});
|
||||
}
|
||||
|
||||
openLeaveModal(householdId: number): void {
|
||||
this.leaveHouseholdId = householdId;
|
||||
this.showLeaveModal.set(true);
|
||||
}
|
||||
|
||||
confirmLeave(): void {
|
||||
if (!this.leaveHouseholdId) return;
|
||||
this.fyService.leaveHousehold(this.leaveHouseholdId).subscribe({
|
||||
next: () => { this.showLeaveModal.set(false); this.loadHouseholds(); },
|
||||
});
|
||||
}
|
||||
|
||||
toggleMemberRole(pk: number, membership: HouseholdMembership): void {
|
||||
const newRole = membership.role === 'admin' ? 'member' : 'admin';
|
||||
this.fyService.setMemberRole(pk, membership.id, newRole).subscribe({
|
||||
next: () => this.loadHouseholds(),
|
||||
});
|
||||
}
|
||||
|
||||
// --- Formatting ---
|
||||
|
||||
formatChf(val: number): string {
|
||||
return new Intl.NumberFormat('de-CH', { minimumFractionDigits: 0, maximumFractionDigits: 0 }).format(val);
|
||||
}
|
||||
|
||||
perMonth(val: number): number {
|
||||
return Math.round(Number(val) / 12);
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,24 @@
|
||||
<div class="p-4 sm:p-6 space-y-6">
|
||||
|
||||
<div>
|
||||
<h1 class="text-2xl font-bold text-gray-900 dark:text-white">{{ 'insurance_analyse.title' | translate }}</h1>
|
||||
<p class="text-sm text-gray-500 dark:text-gray-400 mt-0.5">{{ 'insurance_analyse.subtitle' | translate }}</p>
|
||||
</div>
|
||||
|
||||
<!-- Coming soon card -->
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl border border-dashed border-gray-300 dark:border-gray-600 p-12 text-center">
|
||||
<div class="mx-auto w-14 h-14 rounded-full bg-emerald-100 dark:bg-emerald-900/30 flex items-center justify-center mb-4">
|
||||
<svg class="w-7 h-7 text-emerald-600 dark:text-emerald-400" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M10 3v4a1 1 0 0 1-1 1H5m4 8h6m-6-4h6m4-8v16a1 1 0 0 1-1 1H6a1 1 0 0 1-1-1V7.914a1 1 0 0 1 .293-.707l3.914-3.914A1 1 0 0 1 9.914 3H18a1 1 0 0 1 1 1Z"/>
|
||||
</svg>
|
||||
</div>
|
||||
<h2 class="text-base font-semibold text-gray-900 dark:text-white mb-2">{{ 'insurance_analyse.coming_soon_title' | translate }}</h2>
|
||||
<p class="text-sm text-gray-500 dark:text-gray-400 max-w-sm mx-auto">{{ 'insurance_analyse.coming_soon_text' | translate }}</p>
|
||||
<div class="mt-6 flex flex-wrap justify-center gap-2">
|
||||
<span class="px-3 py-1 text-xs font-medium rounded-full bg-emerald-100 dark:bg-emerald-900/30 text-emerald-700 dark:text-emerald-300">{{ 'insurance_analyse.tag_soll' | translate }}</span>
|
||||
<span class="px-3 py-1 text-xs font-medium rounded-full bg-emerald-100 dark:bg-emerald-900/30 text-emerald-700 dark:text-emerald-300">{{ 'insurance_analyse.tag_gaps' | translate }}</span>
|
||||
<span class="px-3 py-1 text-xs font-medium rounded-full bg-emerald-100 dark:bg-emerald-900/30 text-emerald-700 dark:text-emerald-300">{{ 'insurance_analyse.tag_recommendations' | translate }}</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
@@ -0,0 +1,10 @@
|
||||
import { Component } from '@angular/core';
|
||||
import { TranslateModule } from '@ngx-translate/core';
|
||||
|
||||
@Component({
|
||||
selector: 'app-insurance-analyse',
|
||||
standalone: true,
|
||||
imports: [TranslateModule],
|
||||
templateUrl: './analyse.html',
|
||||
})
|
||||
export class InsuranceAnalyse {}
|
||||
@@ -0,0 +1,25 @@
|
||||
<div class="p-4 sm:p-6 space-y-6">
|
||||
|
||||
<div>
|
||||
<h1 class="text-2xl font-bold text-gray-900 dark:text-white">{{ 'insurance_docs.title' | translate }}</h1>
|
||||
<p class="text-sm text-gray-500 dark:text-gray-400 mt-0.5">{{ 'insurance_docs.subtitle' | translate }}</p>
|
||||
</div>
|
||||
|
||||
<!-- Coming soon card -->
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl border border-dashed border-gray-300 dark:border-gray-600 p-12 text-center">
|
||||
<div class="mx-auto w-14 h-14 rounded-full bg-violet-100 dark:bg-violet-900/30 flex items-center justify-center mb-4">
|
||||
<!-- Sparkles / AI icon -->
|
||||
<svg class="w-7 h-7 text-violet-600 dark:text-violet-400" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9.143 4 7 2m-3 5L2 9m7-3a5 5 0 0 1 5 5m3-7 2-2m-2 7 2 2M5 12a5 5 0 0 0 5 5m0 0 2 2m-2-2-2 2m2-2V9"/>
|
||||
</svg>
|
||||
</div>
|
||||
<h2 class="text-base font-semibold text-gray-900 dark:text-white mb-2">{{ 'insurance_docs.coming_soon_title' | translate }}</h2>
|
||||
<p class="text-sm text-gray-500 dark:text-gray-400 max-w-sm mx-auto">{{ 'insurance_docs.coming_soon_text' | translate }}</p>
|
||||
<div class="mt-6 flex flex-wrap justify-center gap-2">
|
||||
<span class="px-3 py-1 text-xs font-medium rounded-full bg-violet-100 dark:bg-violet-900/30 text-violet-700 dark:text-violet-300">PDF Upload</span>
|
||||
<span class="px-3 py-1 text-xs font-medium rounded-full bg-violet-100 dark:bg-violet-900/30 text-violet-700 dark:text-violet-300">AI / IDP</span>
|
||||
<span class="px-3 py-1 text-xs font-medium rounded-full bg-violet-100 dark:bg-violet-900/30 text-violet-700 dark:text-violet-300">Claude API</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
@@ -0,0 +1,10 @@
|
||||
import { Component } from '@angular/core';
|
||||
import { TranslateModule } from '@ngx-translate/core';
|
||||
|
||||
@Component({
|
||||
selector: 'app-insurance-documents',
|
||||
standalone: true,
|
||||
imports: [TranslateModule],
|
||||
templateUrl: './documents.html',
|
||||
})
|
||||
export class InsuranceDocuments {}
|
||||
@@ -0,0 +1,302 @@
|
||||
<div class="p-4 sm:p-6 space-y-6">
|
||||
|
||||
<!-- Header -->
|
||||
<div class="flex items-center justify-between">
|
||||
<div>
|
||||
<h1 class="text-2xl font-bold text-gray-900 dark:text-white">{{ 'insurance.title' | translate }}</h1>
|
||||
<p class="text-sm text-gray-500 dark:text-gray-400 mt-0.5">{{ 'insurance.subtitle' | translate }}</p>
|
||||
</div>
|
||||
<button (click)="openCreate()"
|
||||
class="flex items-center gap-2 px-4 py-2 bg-violet-600 hover:bg-violet-700 text-white text-sm font-medium rounded-lg transition-colors">
|
||||
<svg class="w-4 h-4" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 12h14M12 5v14"/>
|
||||
</svg>
|
||||
{{ 'insurance.add' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- KPI Cards -->
|
||||
<div class="grid grid-cols-1 sm:grid-cols-3 gap-4">
|
||||
<!-- Total monthly -->
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-5">
|
||||
<p class="text-xs font-medium text-gray-500 dark:text-gray-400 uppercase tracking-wide">{{ 'insurance.kpi_monthly' | translate }}</p>
|
||||
<p class="mt-2 text-2xl font-bold text-amber-600 dark:text-amber-400">{{ totalMonthly() | number:'1.2-2' }} <span class="text-sm font-normal text-gray-400">CHF</span></p>
|
||||
</div>
|
||||
<!-- Count -->
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-5">
|
||||
<p class="text-xs font-medium text-gray-500 dark:text-gray-400 uppercase tracking-wide">{{ 'insurance.kpi_count' | translate }}</p>
|
||||
<p class="mt-2 text-2xl font-bold text-gray-900 dark:text-white">{{ insurances().length }}</p>
|
||||
</div>
|
||||
<!-- Coverage status -->
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-5">
|
||||
<p class="text-xs font-medium text-gray-500 dark:text-gray-400 uppercase tracking-wide">{{ 'insurance.kpi_covered' | translate }}</p>
|
||||
<p class="mt-2 text-2xl font-bold text-emerald-600 dark:text-emerald-400">
|
||||
{{ coveredTypes().size }} / {{ insuranceTypes.length }}
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Coverage Checklist -->
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-5">
|
||||
<h2 class="text-sm font-semibold text-gray-700 dark:text-gray-300 mb-4">{{ 'insurance.checklist_title' | translate }}</h2>
|
||||
<div class="grid grid-cols-2 sm:grid-cols-4 gap-3">
|
||||
@for (type of checklist; track type) {
|
||||
<div class="flex items-center gap-2 p-2.5 rounded-lg"
|
||||
[class]="coveredTypes().has(type)
|
||||
? 'bg-emerald-50 dark:bg-emerald-900/20 border border-emerald-200 dark:border-emerald-800'
|
||||
: 'bg-amber-50 dark:bg-amber-900/20 border border-amber-200 dark:border-amber-800'">
|
||||
@if (coveredTypes().has(type)) {
|
||||
<svg class="w-4 h-4 text-emerald-600 dark:text-emerald-400 flex-shrink-0" fill="currentColor" viewBox="0 0 20 20">
|
||||
<path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.707-9.293a1 1 0 00-1.414-1.414L9 10.586 7.707 9.293a1 1 0 00-1.414 1.414l2 2a1 1 0 001.414 0l4-4z" clip-rule="evenodd"/>
|
||||
</svg>
|
||||
} @else {
|
||||
<svg class="w-4 h-4 text-amber-500 dark:text-amber-400 flex-shrink-0" fill="currentColor" viewBox="0 0 20 20">
|
||||
<path fill-rule="evenodd" d="M8.257 3.099c.765-1.36 2.722-1.36 3.486 0l5.58 9.92c.75 1.334-.213 2.98-1.742 2.98H4.42c-1.53 0-2.493-1.646-1.743-2.98l5.58-9.92zM11 13a1 1 0 11-2 0 1 1 0 012 0zm-1-8a1 1 0 00-1 1v3a1 1 0 002 0V6a1 1 0 00-1-1z" clip-rule="evenodd"/>
|
||||
</svg>
|
||||
}
|
||||
<span class="text-xs font-medium"
|
||||
[class]="coveredTypes().has(type)
|
||||
? 'text-emerald-700 dark:text-emerald-300'
|
||||
: 'text-amber-700 dark:text-amber-300'">
|
||||
{{ ('insurance.types.' + type) | translate }}
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
<p class="mt-3 text-xs text-gray-400 dark:text-gray-500">{{ 'insurance.checklist_hint' | translate }}</p>
|
||||
</div>
|
||||
|
||||
<!-- Insurance List -->
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 overflow-hidden">
|
||||
<div class="px-5 py-4 border-b border-gray-100 dark:border-gray-700">
|
||||
<h2 class="text-sm font-semibold text-gray-700 dark:text-gray-300">{{ 'insurance.list_title' | translate }}</h2>
|
||||
</div>
|
||||
|
||||
@if (loading()) {
|
||||
<div class="py-12 text-center text-sm text-gray-400">{{ 'insurance.loading' | translate }}</div>
|
||||
} @else if (insurances().length === 0) {
|
||||
<div class="py-12 text-center">
|
||||
<svg class="mx-auto w-10 h-10 text-gray-300 dark:text-gray-600 mb-3" fill="currentColor" viewBox="0 0 20 20">
|
||||
<path fill-rule="evenodd" d="M10 1.944A11.954 11.954 0 012.166 5C2.056 5.649 2 6.319 2 7c0 5.225 3.34 9.67 8 11.317C14.66 16.67 18 12.225 18 7c0-.682-.057-1.35-.166-2.001A11.954 11.954 0 0110 1.944z" clip-rule="evenodd"/>
|
||||
</svg>
|
||||
<p class="text-sm text-gray-500 dark:text-gray-400">{{ 'insurance.no_entries' | translate }}</p>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="divide-y divide-gray-100 dark:divide-gray-700">
|
||||
@for (ins of insurances(); track ins.id) {
|
||||
<div class="flex items-center justify-between px-5 py-4 hover:bg-gray-50 dark:hover:bg-gray-700/50 transition-colors">
|
||||
<div class="flex items-center gap-4 min-w-0">
|
||||
<!-- Type badge -->
|
||||
<span class="shrink-0 px-2.5 py-1 rounded-full text-xs font-medium bg-violet-100 dark:bg-violet-900/30 text-violet-700 dark:text-violet-300">
|
||||
{{ ('insurance.types.' + ins.insurance_type) | translate }}
|
||||
</span>
|
||||
<div class="min-w-0">
|
||||
<p class="text-sm font-semibold text-gray-900 dark:text-white truncate">{{ ins.insurer }}</p>
|
||||
@if (ins.policy_number) {
|
||||
<p class="text-xs text-gray-400 dark:text-gray-500">{{ ins.policy_number }}</p>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-center gap-6 shrink-0 ml-4">
|
||||
<!-- Premium -->
|
||||
<div class="text-right hidden sm:block">
|
||||
<p class="text-sm font-semibold text-amber-600 dark:text-amber-400">{{ ins.premium | number:'1.2-2' }} CHF</p>
|
||||
<p class="text-xs text-gray-400">{{ ('insurance.period.' + ins.premium_period) | translate }}</p>
|
||||
</div>
|
||||
<!-- Monthly equivalent -->
|
||||
<div class="text-right">
|
||||
<p class="text-xs text-gray-500 dark:text-gray-400">{{ monthlyEquivalent(ins) | number:'1.2-2' }} CHF/{{ 'insurance.month_short' | translate }}</p>
|
||||
</div>
|
||||
<!-- Actions -->
|
||||
<div class="flex items-center gap-1">
|
||||
<button (click)="openEdit(ins)"
|
||||
class="p-1.5 text-gray-400 hover:text-violet-600 dark:hover:text-violet-400 rounded-lg hover:bg-gray-100 dark:hover:bg-gray-700 transition-colors">
|
||||
<svg class="w-4 h-4" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="m14.304 4.844 2.852 2.852M7 7H4a1 1 0 0 0-1 1v10a1 1 0 0 0 1 1h11a1 1 0 0 0 1-1v-4.5m2.409-9.91a2.017 2.017 0 0 1 0 2.853l-6.845 6.845L8 14l.713-3.564 6.844-6.846a2.015 2.015 0 0 1 2.852 0Z"/>
|
||||
</svg>
|
||||
</button>
|
||||
<button (click)="confirmDelete(ins)"
|
||||
class="p-1.5 text-gray-400 hover:text-red-600 dark:hover:text-red-400 rounded-lg hover:bg-gray-100 dark:hover:bg-gray-700 transition-colors">
|
||||
<svg class="w-4 h-4" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 7h14m-9 3v8m4-8v8M10 3h4a1 1 0 0 1 1 1v3H9V4a1 1 0 0 1 1-1ZM6 7h12v13a1 1 0 0 1-1 1H7a1 1 0 0 1-1-1V7Z"/>
|
||||
</svg>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<!-- Create / Edit Modal -->
|
||||
@if (showModal()) {
|
||||
<div class="fixed inset-0 z-50 flex items-center justify-center bg-black/50 backdrop-blur-sm p-4">
|
||||
<div class="bg-white dark:bg-gray-800 rounded-2xl shadow-xl w-full max-w-lg max-h-[90vh] overflow-y-auto">
|
||||
<div class="flex items-center justify-between px-6 py-4 border-b border-gray-100 dark:border-gray-700">
|
||||
<h2 class="text-base font-semibold text-gray-900 dark:text-white">
|
||||
{{ (editTarget() ? 'insurance.edit_title' : 'insurance.create_title') | translate }}
|
||||
</h2>
|
||||
<button (click)="closeModal()" class="text-gray-400 hover:text-gray-600 dark:hover:text-gray-300">
|
||||
<svg class="w-5 h-5" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M6 18 17.94 6M18 18 6.06 6"/>
|
||||
</svg>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div class="px-6 py-5 space-y-4">
|
||||
<!-- Type -->
|
||||
<div>
|
||||
<label class="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-1.5">{{ 'insurance.label_type' | translate }}</label>
|
||||
<select
|
||||
[ngModel]="form().insurance_type"
|
||||
(ngModelChange)="setField('insurance_type', $event)"
|
||||
class="block w-full rounded-lg border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-sm text-gray-900 dark:text-white px-3 py-2.5 focus:ring-2 focus:ring-violet-500 focus:border-violet-500">
|
||||
@for (type of insuranceTypes; track type) {
|
||||
<option [value]="type">{{ ('insurance.types.' + type) | translate }}</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<!-- Insurer -->
|
||||
<div>
|
||||
<label class="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-1.5">{{ 'insurance.label_insurer' | translate }}</label>
|
||||
<input type="text"
|
||||
[ngModel]="form().insurer"
|
||||
(ngModelChange)="setField('insurer', $event)"
|
||||
[placeholder]="'insurance.placeholder_insurer' | translate"
|
||||
class="block w-full rounded-lg border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-sm text-gray-900 dark:text-white px-3 py-2.5 focus:ring-2 focus:ring-violet-500 focus:border-violet-500" />
|
||||
</div>
|
||||
|
||||
<!-- Policy number -->
|
||||
<div>
|
||||
<label class="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-1.5">
|
||||
{{ 'insurance.label_policy_number' | translate }}
|
||||
<span class="text-gray-400 font-normal">({{ 'common.optional' | translate }})</span>
|
||||
</label>
|
||||
<input type="text"
|
||||
[ngModel]="form().policy_number"
|
||||
(ngModelChange)="setField('policy_number', $event)"
|
||||
[placeholder]="'insurance.placeholder_policy_number' | translate"
|
||||
class="block w-full rounded-lg border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-sm text-gray-900 dark:text-white px-3 py-2.5 focus:ring-2 focus:ring-violet-500 focus:border-violet-500" />
|
||||
</div>
|
||||
|
||||
<!-- Premium + Period -->
|
||||
<div class="grid grid-cols-2 gap-3">
|
||||
<div>
|
||||
<label class="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-1.5">{{ 'insurance.label_premium' | translate }}</label>
|
||||
<input type="number" min="0" step="0.01"
|
||||
[ngModel]="form().premium"
|
||||
(ngModelChange)="setField('premium', $event)"
|
||||
class="block w-full rounded-lg border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-sm text-gray-900 dark:text-white px-3 py-2.5 focus:ring-2 focus:ring-violet-500 focus:border-violet-500" />
|
||||
</div>
|
||||
<div>
|
||||
<label class="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-1.5">{{ 'insurance.label_period' | translate }}</label>
|
||||
<select
|
||||
[ngModel]="form().premium_period"
|
||||
(ngModelChange)="setField('premium_period', $event)"
|
||||
class="block w-full rounded-lg border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-sm text-gray-900 dark:text-white px-3 py-2.5 focus:ring-2 focus:ring-violet-500 focus:border-violet-500">
|
||||
@for (p of periodChoices; track p) {
|
||||
<option [value]="p">{{ ('insurance.period.' + p) | translate }}</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Coverage amount + Deductible -->
|
||||
<div class="grid grid-cols-2 gap-3">
|
||||
<div>
|
||||
<label class="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-1.5">
|
||||
{{ 'insurance.label_coverage' | translate }}
|
||||
<span class="text-gray-400 font-normal">({{ 'common.optional' | translate }})</span>
|
||||
</label>
|
||||
<input type="number" min="0" step="100"
|
||||
[ngModel]="form().coverage_amount"
|
||||
(ngModelChange)="setField('coverage_amount', $event || null)"
|
||||
class="block w-full rounded-lg border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-sm text-gray-900 dark:text-white px-3 py-2.5 focus:ring-2 focus:ring-violet-500 focus:border-violet-500" />
|
||||
</div>
|
||||
<div>
|
||||
<label class="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-1.5">
|
||||
{{ 'insurance.label_deductible' | translate }}
|
||||
<span class="text-gray-400 font-normal">({{ 'common.optional' | translate }})</span>
|
||||
</label>
|
||||
<input type="number" min="0" step="50"
|
||||
[ngModel]="form().deductible"
|
||||
(ngModelChange)="setField('deductible', $event || null)"
|
||||
class="block w-full rounded-lg border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-sm text-gray-900 dark:text-white px-3 py-2.5 focus:ring-2 focus:ring-violet-500 focus:border-violet-500" />
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Valid from / until -->
|
||||
<div class="grid grid-cols-2 gap-3">
|
||||
<div>
|
||||
<label class="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-1.5">
|
||||
{{ 'insurance.label_valid_from' | translate }}
|
||||
<span class="text-gray-400 font-normal">({{ 'common.optional' | translate }})</span>
|
||||
</label>
|
||||
<input type="date"
|
||||
[ngModel]="form().valid_from"
|
||||
(ngModelChange)="setField('valid_from', $event || null)"
|
||||
class="block w-full rounded-lg border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-sm text-gray-900 dark:text-white px-3 py-2.5 focus:ring-2 focus:ring-violet-500 focus:border-violet-500" />
|
||||
</div>
|
||||
<div>
|
||||
<label class="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-1.5">
|
||||
{{ 'insurance.label_valid_until' | translate }}
|
||||
<span class="text-gray-400 font-normal">({{ 'common.optional' | translate }})</span>
|
||||
</label>
|
||||
<input type="date"
|
||||
[ngModel]="form().valid_until"
|
||||
(ngModelChange)="setField('valid_until', $event || null)"
|
||||
class="block w-full rounded-lg border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-sm text-gray-900 dark:text-white px-3 py-2.5 focus:ring-2 focus:ring-violet-500 focus:border-violet-500" />
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Notes -->
|
||||
<div>
|
||||
<label class="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-1.5">
|
||||
{{ 'insurance.label_notes' | translate }}
|
||||
<span class="text-gray-400 font-normal">({{ 'common.optional' | translate }})</span>
|
||||
</label>
|
||||
<textarea rows="2"
|
||||
[ngModel]="form().notes"
|
||||
(ngModelChange)="setField('notes', $event)"
|
||||
class="block w-full rounded-lg border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-sm text-gray-900 dark:text-white px-3 py-2.5 focus:ring-2 focus:ring-violet-500 focus:border-violet-500 resize-none"></textarea>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Footer -->
|
||||
<div class="px-6 py-4 border-t border-gray-100 dark:border-gray-700 flex justify-end gap-3">
|
||||
<button (click)="closeModal()"
|
||||
class="px-4 py-2 text-sm font-medium text-gray-700 dark:text-gray-300 bg-white dark:bg-gray-700 border border-gray-300 dark:border-gray-600 rounded-lg hover:bg-gray-50 dark:hover:bg-gray-600 transition-colors">
|
||||
{{ 'common.cancel' | translate }}
|
||||
</button>
|
||||
<button (click)="save()" [disabled]="saving()"
|
||||
class="px-4 py-2 text-sm font-medium text-white bg-violet-600 hover:bg-violet-700 disabled:opacity-60 rounded-lg transition-colors">
|
||||
{{ saving() ? ('common.save' | translate) + '...' : ('common.save_changes' | translate) }}
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Delete confirm -->
|
||||
@if (deleteTarget()) {
|
||||
<div class="fixed inset-0 z-50 flex items-center justify-center bg-black/50 backdrop-blur-sm p-4">
|
||||
<div class="bg-white dark:bg-gray-800 rounded-2xl shadow-xl w-full max-w-sm p-6">
|
||||
<h2 class="text-base font-semibold text-gray-900 dark:text-white mb-2">{{ 'common.delete_confirm_title' | translate }}</h2>
|
||||
<p class="text-sm text-gray-500 dark:text-gray-400 mb-6">{{ 'common.delete_confirm_text' | translate }}</p>
|
||||
<div class="flex justify-end gap-3">
|
||||
<button (click)="cancelDelete()"
|
||||
class="px-4 py-2 text-sm font-medium text-gray-700 dark:text-gray-300 bg-white dark:bg-gray-700 border border-gray-300 dark:border-gray-600 rounded-lg hover:bg-gray-50 dark:hover:bg-gray-600 transition-colors">
|
||||
{{ 'common.cancel' | translate }}
|
||||
</button>
|
||||
<button (click)="executeDelete()"
|
||||
class="px-4 py-2 text-sm font-medium text-white bg-red-600 hover:bg-red-700 rounded-lg transition-colors">
|
||||
{{ 'common.delete' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
@@ -0,0 +1,163 @@
|
||||
import { Component, OnInit, signal, computed } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { TranslateModule, TranslateService } from '@ngx-translate/core';
|
||||
import { ApiService } from '../../services/api';
|
||||
|
||||
export interface Insurance {
|
||||
id?: number;
|
||||
insurance_type: string;
|
||||
insurer: string;
|
||||
policy_number: string;
|
||||
premium: number;
|
||||
premium_period: string;
|
||||
coverage_amount: number | null;
|
||||
deductible: number | null;
|
||||
valid_from: string | null;
|
||||
valid_until: string | null;
|
||||
notes: string;
|
||||
}
|
||||
|
||||
export const INSURANCE_TYPES = [
|
||||
'kvg', 'kk_zusatz', 'nbu', 'haftpflicht', 'hausrat',
|
||||
'mfz', 'rechtsschutz', 'saule_3a', 'leben', 'reise', 'other',
|
||||
];
|
||||
|
||||
export const PERIOD_CHOICES = ['monthly', 'quarterly', 'semi_annual', 'annual'];
|
||||
|
||||
// Monthly premium factor for each period
|
||||
const PERIOD_TO_MONTHLY: Record<string, number> = {
|
||||
monthly: 1,
|
||||
quarterly: 1 / 3,
|
||||
semi_annual: 1 / 6,
|
||||
annual: 1 / 12,
|
||||
};
|
||||
|
||||
// Swiss recommended coverage checklist
|
||||
export const SWISS_COVERAGE_CHECKLIST = [
|
||||
'kvg', 'haftpflicht', 'hausrat', 'nbu',
|
||||
];
|
||||
|
||||
@Component({
|
||||
selector: 'app-insurance-overview',
|
||||
standalone: true,
|
||||
imports: [CommonModule, FormsModule, TranslateModule],
|
||||
templateUrl: './overview.html',
|
||||
})
|
||||
export class InsuranceOverview implements OnInit {
|
||||
insurances = signal<Insurance[]>([]);
|
||||
loading = signal(true);
|
||||
saving = signal(false);
|
||||
showModal = signal(false);
|
||||
deleteTarget = signal<Insurance | null>(null);
|
||||
editTarget = signal<Insurance | null>(null);
|
||||
|
||||
form = signal<Insurance>({
|
||||
insurance_type: 'kvg',
|
||||
insurer: '',
|
||||
policy_number: '',
|
||||
premium: 0,
|
||||
premium_period: 'monthly',
|
||||
coverage_amount: null,
|
||||
deductible: null,
|
||||
valid_from: null,
|
||||
valid_until: null,
|
||||
notes: '',
|
||||
});
|
||||
|
||||
readonly insuranceTypes = INSURANCE_TYPES;
|
||||
readonly periodChoices = PERIOD_CHOICES;
|
||||
readonly checklist = SWISS_COVERAGE_CHECKLIST;
|
||||
|
||||
// KPI: total monthly premium across all insurances
|
||||
totalMonthly = computed(() =>
|
||||
this.insurances().reduce((sum, ins) => {
|
||||
const factor = PERIOD_TO_MONTHLY[ins.premium_period] ?? 1;
|
||||
return sum + (Number(ins.premium) * factor);
|
||||
}, 0)
|
||||
);
|
||||
|
||||
// Which checklist items are covered
|
||||
coveredTypes = computed(() => new Set(this.insurances().map(i => i.insurance_type)));
|
||||
|
||||
constructor(private api: ApiService) {}
|
||||
|
||||
ngOnInit() {
|
||||
this.load();
|
||||
}
|
||||
|
||||
load() {
|
||||
this.loading.set(true);
|
||||
this.api.getInsurances().subscribe({
|
||||
next: (data) => { this.insurances.set(data); this.loading.set(false); },
|
||||
error: () => this.loading.set(false),
|
||||
});
|
||||
}
|
||||
|
||||
openCreate() {
|
||||
this.editTarget.set(null);
|
||||
this.form.set({
|
||||
insurance_type: 'kvg',
|
||||
insurer: '',
|
||||
policy_number: '',
|
||||
premium: 0,
|
||||
premium_period: 'monthly',
|
||||
coverage_amount: null,
|
||||
deductible: null,
|
||||
valid_from: null,
|
||||
valid_until: null,
|
||||
notes: '',
|
||||
});
|
||||
this.showModal.set(true);
|
||||
}
|
||||
|
||||
openEdit(ins: Insurance) {
|
||||
this.editTarget.set(ins);
|
||||
this.form.set({ ...ins });
|
||||
this.showModal.set(true);
|
||||
}
|
||||
|
||||
closeModal() {
|
||||
this.showModal.set(false);
|
||||
this.editTarget.set(null);
|
||||
}
|
||||
|
||||
save() {
|
||||
const data = this.form();
|
||||
this.saving.set(true);
|
||||
const target = this.editTarget();
|
||||
const req = target?.id
|
||||
? this.api.updateInsurance(target.id, data)
|
||||
: this.api.createInsurance(data);
|
||||
req.subscribe({
|
||||
next: () => { this.saving.set(false); this.closeModal(); this.load(); },
|
||||
error: () => this.saving.set(false),
|
||||
});
|
||||
}
|
||||
|
||||
confirmDelete(ins: Insurance) {
|
||||
this.deleteTarget.set(ins);
|
||||
}
|
||||
|
||||
cancelDelete() {
|
||||
this.deleteTarget.set(null);
|
||||
}
|
||||
|
||||
executeDelete() {
|
||||
const target = this.deleteTarget();
|
||||
if (!target?.id) return;
|
||||
this.api.deleteInsurance(target.id).subscribe({
|
||||
next: () => { this.deleteTarget.set(null); this.load(); },
|
||||
});
|
||||
}
|
||||
|
||||
// Form helpers — signal-form pattern
|
||||
setField<K extends keyof Insurance>(key: K, value: Insurance[K]) {
|
||||
this.form.update(f => ({ ...f, [key]: value }));
|
||||
}
|
||||
|
||||
monthlyEquivalent(ins: Insurance): number {
|
||||
const factor = PERIOD_TO_MONTHLY[ins.premium_period] ?? 1;
|
||||
return Number(ins.premium) * factor;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,382 @@
|
||||
<div class="p-4 sm:p-6 space-y-6">
|
||||
|
||||
<!-- Header -->
|
||||
<div class="flex items-start justify-between gap-4">
|
||||
<div>
|
||||
<h1 class="text-2xl font-bold text-gray-900 dark:text-white">{{ 'priminfo.title' | translate }}</h1>
|
||||
<p class="text-sm text-gray-500 dark:text-gray-400 mt-0.5">{{ 'priminfo.subtitle' | translate }}</p>
|
||||
</div>
|
||||
<button (click)="openPriminfo()"
|
||||
class="shrink-0 flex items-center gap-2 px-3 py-2 text-sm font-medium text-violet-700 dark:text-violet-300 bg-violet-50 dark:bg-violet-900/20 border border-violet-200 dark:border-violet-800 rounded-lg hover:bg-violet-100 dark:hover:bg-violet-900/40 transition-colors">
|
||||
<svg class="w-4 h-4" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M18 14v4.833A1.166 1.166 0 0 1 16.833 20H5.167A1.167 1.167 0 0 1 4 18.833V7.167A1.166 1.166 0 0 1 5.167 6h4.618m4.447-2H20v5.768m-7.889 2.121 7.778-7.778"/>
|
||||
</svg>
|
||||
priminfo.admin.ch
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- ── Section 1: PLZ → Ø-Prämien ───────────────────────────────── -->
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-5">
|
||||
<label class="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-3">
|
||||
{{ 'priminfo.plz_label' | translate }}
|
||||
</label>
|
||||
<div class="flex gap-3">
|
||||
<input
|
||||
type="text"
|
||||
inputmode="numeric"
|
||||
maxlength="4"
|
||||
[ngModel]="plzInput()"
|
||||
(ngModelChange)="plzInput.set($event)"
|
||||
(keydown)="onKeydown($event)"
|
||||
[placeholder]="'priminfo.plz_placeholder' | translate"
|
||||
class="block w-40 rounded-lg border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-sm text-gray-900 dark:text-white px-3 py-2.5 focus:ring-2 focus:ring-violet-500 focus:border-violet-500 font-mono tracking-widest" />
|
||||
<button (click)="search()" [disabled]="loading() || plzInput().trim().length < 4"
|
||||
class="flex items-center gap-2 px-4 py-2.5 bg-violet-600 hover:bg-violet-700 disabled:opacity-50 text-white text-sm font-medium rounded-lg transition-colors">
|
||||
@if (loading()) {
|
||||
<svg class="w-4 h-4 animate-spin" fill="none" viewBox="0 0 24 24">
|
||||
<circle class="opacity-25" cx="12" cy="12" r="10" stroke="currentColor" stroke-width="4"></circle>
|
||||
<path class="opacity-75" fill="currentColor" d="M4 12a8 8 0 018-8V0C5.373 0 0 5.373 0 12h4z"></path>
|
||||
</svg>
|
||||
} @else {
|
||||
<svg class="w-4 h-4" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke="currentColor" stroke-linecap="round" stroke-width="2" d="m21 21-3.5-3.5M17 11A6 6 0 1 1 5 11a6 6 0 0 1 12 0Z"/>
|
||||
</svg>
|
||||
}
|
||||
{{ 'priminfo.search' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
<p class="mt-2 text-xs text-gray-400 dark:text-gray-500">{{ 'priminfo.plz_hint' | translate }}</p>
|
||||
</div>
|
||||
|
||||
<!-- Error (PLZ search) -->
|
||||
@if (error()) {
|
||||
<div class="bg-amber-50 dark:bg-amber-900/20 border border-amber-200 dark:border-amber-800 rounded-xl p-4 flex items-start gap-3">
|
||||
<svg class="w-5 h-5 text-amber-500 flex-shrink-0 mt-0.5" fill="currentColor" viewBox="0 0 20 20">
|
||||
<path fill-rule="evenodd" d="M8.257 3.099c.765-1.36 2.722-1.36 3.486 0l5.58 9.92c.75 1.334-.213 2.98-1.742 2.98H4.42c-1.53 0-2.493-1.646-1.743-2.98l5.58-9.92zM11 13a1 1 0 11-2 0 1 1 0 012 0zm-1-8a1 1 0 00-1 1v3a1 1 0 002 0V6a1 1 0 00-1-1z" clip-rule="evenodd"/>
|
||||
</svg>
|
||||
<p class="text-sm text-amber-700 dark:text-amber-300">{{ 'priminfo.error_not_found' | translate }}</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Ø-Prämien Results -->
|
||||
@if (results().length > 0) {
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-5">
|
||||
<div class="flex items-center gap-3 mb-4">
|
||||
<div class="w-8 h-8 rounded-full bg-violet-100 dark:bg-violet-900/30 flex items-center justify-center">
|
||||
<svg class="w-4 h-4 text-violet-600 dark:text-violet-400" fill="currentColor" viewBox="0 0 20 20">
|
||||
<path fill-rule="evenodd" d="M5.05 4.05a7 7 0 119.9 9.9L10 18.9l-4.95-4.95a7 7 0 010-9.9zM10 11a2 2 0 100-4 2 2 0 000 4z" clip-rule="evenodd"/>
|
||||
</svg>
|
||||
</div>
|
||||
<div>
|
||||
<p class="text-sm font-semibold text-gray-900 dark:text-white">
|
||||
{{ results()[0].plz }} {{ results()[0].ort }}
|
||||
</p>
|
||||
<p class="text-xs text-gray-500 dark:text-gray-400">
|
||||
{{ results()[0].kanton }} · {{ results()[0].bezirk }}
|
||||
</p>
|
||||
</div>
|
||||
<div class="ml-auto">
|
||||
<span class="px-2.5 py-1 rounded-full text-xs font-medium bg-violet-100 dark:bg-violet-900/30 text-violet-700 dark:text-violet-300">
|
||||
{{ 'priminfo.region_label' | translate }} {{ results()[0].region }}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (results().length > 1) {
|
||||
<div class="mb-4 px-3 py-2 bg-amber-50 dark:bg-amber-900/20 rounded-lg border border-amber-200 dark:border-amber-800">
|
||||
<p class="text-xs text-amber-700 dark:text-amber-300">{{ 'priminfo.multi_ort_hint' | translate }}</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
@for (entry of uniqueRegions(); track entry.region + entry.kanton) {
|
||||
<div class="mb-4 last:mb-0">
|
||||
@if (uniqueRegions().length > 1) {
|
||||
<p class="text-xs font-semibold text-gray-500 dark:text-gray-400 mb-2 uppercase tracking-wide">
|
||||
{{ entry.gemeinde }} — {{ 'priminfo.region_label' | translate }} {{ entry.region }}
|
||||
</p>
|
||||
}
|
||||
<div class="grid grid-cols-3 gap-3">
|
||||
<div class="bg-gray-50 dark:bg-gray-700/50 rounded-lg p-3 text-center">
|
||||
<p class="text-xs text-gray-500 dark:text-gray-400 mb-1">{{ 'priminfo.col_child' | translate }}</p>
|
||||
<p class="text-lg font-bold text-emerald-600 dark:text-emerald-400">{{ entry.avg_child | number:'1.2-2' }}</p>
|
||||
<p class="text-xs text-gray-400">CHF/{{ 'priminfo.month' | translate }}</p>
|
||||
</div>
|
||||
<div class="bg-gray-50 dark:bg-gray-700/50 rounded-lg p-3 text-center">
|
||||
<p class="text-xs text-gray-500 dark:text-gray-400 mb-1">{{ 'priminfo.col_young' | translate }}</p>
|
||||
<p class="text-lg font-bold text-amber-600 dark:text-amber-400">{{ entry.avg_young_adult | number:'1.2-2' }}</p>
|
||||
<p class="text-xs text-gray-400">CHF/{{ 'priminfo.month' | translate }}</p>
|
||||
</div>
|
||||
<div class="bg-gray-50 dark:bg-gray-700/50 rounded-lg p-3 text-center">
|
||||
<p class="text-xs text-gray-500 dark:text-gray-400 mb-1">{{ 'priminfo.col_adult' | translate }}</p>
|
||||
<p class="text-lg font-bold text-violet-600 dark:text-violet-400">{{ entry.avg_adult | number:'1.2-2' }}</p>
|
||||
<p class="text-xs text-gray-400">CHF/{{ 'priminfo.month' | translate }}</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<p class="mt-4 text-xs text-gray-400 dark:text-gray-500">
|
||||
{{ 'priminfo.disclaimer' | translate : { year: dataYear() } }}
|
||||
</p>
|
||||
</div>
|
||||
} @else if (searched() && !loading() && !error()) {
|
||||
<div class="text-center py-10 text-sm text-gray-400">{{ 'priminfo.no_results' | translate }}</div>
|
||||
}
|
||||
|
||||
<!-- ── Section 2: Versicherer-Vergleich ─────────────────────────── -->
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl border border-emerald-200 dark:border-emerald-800 p-5">
|
||||
|
||||
<!-- Card header -->
|
||||
<div class="flex items-center gap-3 mb-5">
|
||||
<div class="w-8 h-8 rounded-full bg-emerald-100 dark:bg-emerald-900/30 flex items-center justify-center">
|
||||
<svg class="w-4 h-4 text-emerald-600 dark:text-emerald-400" fill="currentColor" viewBox="0 0 24 24">
|
||||
<path fill-rule="evenodd" d="M11.644 3.066a1 1 0 0 1 .712 0l7 2.666A1 1 0 0 1 20 6.68a17.694 17.694 0 0 1-2.023 7.98 17.406 17.406 0 0 1-5.402 6.158 1 1 0 0 1-1.15 0 17.405 17.405 0 0 1-5.403-6.157A17.695 17.695 0 0 1 4 6.68a1 1 0 0 1 .644-.949l7-2.666Zm4.014 7.187a1 1 0 0 0-1.316-1.506l-3.296 2.884-.839-.838a1 1 0 0 0-1.414 1.414l1.5 1.5a1 1 0 0 0 1.366.046l4-3.5Z" clip-rule="evenodd"/>
|
||||
</svg>
|
||||
</div>
|
||||
<div>
|
||||
<h2 class="text-sm font-semibold text-gray-900 dark:text-white">{{ 'priminfo.vergleich_card_title' | translate }}</h2>
|
||||
<p class="text-xs text-gray-500 dark:text-gray-400">{{ 'priminfo.vergleich_card_subtitle' | translate }}</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Filter grid -->
|
||||
<div class="grid grid-cols-1 sm:grid-cols-2 gap-4">
|
||||
|
||||
<!-- Geburtsjahr -->
|
||||
<div>
|
||||
<label class="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1.5">
|
||||
{{ 'priminfo.geburtsjahr_label' | translate }}
|
||||
</label>
|
||||
<div class="flex items-center gap-2">
|
||||
<input
|
||||
type="text"
|
||||
inputmode="numeric"
|
||||
maxlength="4"
|
||||
[ngModel]="geburtsjahrInput()"
|
||||
(ngModelChange)="onGeburtsjahrChange($event)"
|
||||
[placeholder]="'priminfo.geburtsjahr_placeholder' | translate"
|
||||
class="block w-28 rounded-lg border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-sm text-gray-900 dark:text-white px-3 py-2 focus:ring-2 focus:ring-emerald-500 focus:border-emerald-500 font-mono tracking-widest" />
|
||||
@if (ageClass()) {
|
||||
<span class="inline-flex items-center px-2 py-0.5 rounded text-xs font-medium"
|
||||
[class]="ageClass() === 'AKL-KIN' ? 'bg-sky-100 text-sky-700 dark:bg-sky-900/30 dark:text-sky-300' :
|
||||
ageClass() === 'AKL-JUG' ? 'bg-amber-100 text-amber-700 dark:bg-amber-900/30 dark:text-amber-300' :
|
||||
'bg-emerald-100 text-emerald-700 dark:bg-emerald-900/30 dark:text-emerald-300'">
|
||||
@if (ageClass() === 'AKL-KIN') { {{ 'priminfo.age_child' | translate }} }
|
||||
@else if (ageClass() === 'AKL-JUG') { {{ 'priminfo.age_young' | translate }} }
|
||||
@else { {{ 'priminfo.age_adult' | translate }} }
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Versicherungsmodell -->
|
||||
<div>
|
||||
<label class="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1.5">
|
||||
{{ 'priminfo.modell_label' | translate }}
|
||||
</label>
|
||||
<select
|
||||
[ngModel]="tariftyp()"
|
||||
(ngModelChange)="tariftyp.set($event)"
|
||||
class="block w-full rounded-lg border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-sm text-gray-900 dark:text-white px-3 py-2 focus:ring-2 focus:ring-emerald-500 focus:border-emerald-500">
|
||||
<option value="TAR-BASE">{{ 'priminfo.modell_base' | translate }}</option>
|
||||
<option value="TAR-HAM">{{ 'priminfo.modell_ham' | translate }}</option>
|
||||
<option value="TAR-HMO">{{ 'priminfo.modell_hmo' | translate }}</option>
|
||||
<option value="TAR-DIV">{{ 'priminfo.modell_div' | translate }}</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<!-- Franchise -->
|
||||
<div>
|
||||
<label class="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1.5">
|
||||
{{ 'priminfo.franchise_label' | translate }}
|
||||
</label>
|
||||
<select
|
||||
[ngModel]="franchisestufe()"
|
||||
(ngModelChange)="franchisestufe.set($event)"
|
||||
class="block w-full rounded-lg border border-gray-300 dark:border-gray-600 bg-white dark:bg-gray-700 text-sm text-gray-900 dark:text-white px-3 py-2 focus:ring-2 focus:ring-emerald-500 focus:border-emerald-500">
|
||||
@for (opt of franchiseOptions(); track opt.code) {
|
||||
<option [value]="opt.code">{{ opt.label }}</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<!-- Unfalldeckung -->
|
||||
<div>
|
||||
<label class="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1.5">
|
||||
{{ 'priminfo.unfall_label' | translate }}
|
||||
</label>
|
||||
<div class="flex rounded-lg border border-gray-300 dark:border-gray-600 overflow-hidden">
|
||||
<button type="button"
|
||||
(click)="unfall.set('OHN-UNF')"
|
||||
[class]="unfall() === 'OHN-UNF'
|
||||
? 'flex-1 px-3 py-2 text-xs font-medium bg-emerald-600 text-white transition-colors'
|
||||
: 'flex-1 px-3 py-2 text-xs font-medium bg-white dark:bg-gray-700 text-gray-700 dark:text-gray-300 hover:bg-gray-50 dark:hover:bg-gray-600 transition-colors'">
|
||||
{{ 'priminfo.unfall_ohn' | translate }}
|
||||
</button>
|
||||
<button type="button"
|
||||
(click)="unfall.set('MIT-UNF')"
|
||||
[class]="unfall() === 'MIT-UNF'
|
||||
? 'flex-1 px-3 py-2 text-xs font-medium bg-emerald-600 text-white border-l border-gray-300 dark:border-gray-600 transition-colors'
|
||||
: 'flex-1 px-3 py-2 text-xs font-medium bg-white dark:bg-gray-700 text-gray-700 dark:text-gray-300 border-l border-gray-300 dark:border-gray-600 hover:bg-gray-50 dark:hover:bg-gray-600 transition-colors'">
|
||||
{{ 'priminfo.unfall_mit' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Unfall note -->
|
||||
<p class="mt-3 text-xs text-gray-400 dark:text-gray-500 flex items-start gap-1.5">
|
||||
<svg class="w-3.5 h-3.5 mt-0.5 flex-shrink-0 text-gray-400" fill="currentColor" viewBox="0 0 20 20">
|
||||
<path fill-rule="evenodd" d="M18 10a8 8 0 11-16 0 8 8 0 0116 0zm-7-4a1 1 0 11-2 0 1 1 0 012 0zM9 9a1 1 0 000 2v3a1 1 0 001 1h1a1 1 0 100-2v-3a1 1 0 00-1-1H9z" clip-rule="evenodd"/>
|
||||
</svg>
|
||||
{{ 'priminfo.unfall_note' | translate }}
|
||||
</p>
|
||||
|
||||
<!-- Vergleichen button -->
|
||||
<div class="mt-4 flex items-center gap-3">
|
||||
<button (click)="searchVergleich()"
|
||||
[disabled]="!canVergleich() || vergleichLoading()"
|
||||
class="flex items-center gap-2 px-4 py-2.5 bg-emerald-600 hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed text-white text-sm font-medium rounded-lg transition-colors">
|
||||
@if (vergleichLoading()) {
|
||||
<svg class="w-4 h-4 animate-spin" fill="none" viewBox="0 0 24 24">
|
||||
<circle class="opacity-25" cx="12" cy="12" r="10" stroke="currentColor" stroke-width="4"></circle>
|
||||
<path class="opacity-75" fill="currentColor" d="M4 12a8 8 0 018-8V0C5.373 0 0 5.373 0 12h4z"></path>
|
||||
</svg>
|
||||
} @else {
|
||||
<svg class="w-4 h-4" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M3 7h13m0 0a3 3 0 1 1 6 0 3 3 0 0 1-6 0Zm6 7H4m0 0a3 3 0 1 0-6 0 3 3 0 0 0 6 0Z"/>
|
||||
</svg>
|
||||
}
|
||||
{{ 'priminfo.vergleich_btn' | translate }}
|
||||
</button>
|
||||
@if (!canVergleich() && !vergleichLoading()) {
|
||||
<p class="text-xs text-gray-400 dark:text-gray-500">{{ 'priminfo.plz_hint' | translate }} + {{ 'priminfo.geburtsjahr_label' | translate | lowercase }}</p>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Vergleich Error -->
|
||||
@if (vergleichError()) {
|
||||
<div class="bg-amber-50 dark:bg-amber-900/20 border border-amber-200 dark:border-amber-800 rounded-xl p-4 flex items-start gap-3">
|
||||
<svg class="w-5 h-5 text-amber-500 flex-shrink-0 mt-0.5" fill="currentColor" viewBox="0 0 20 20">
|
||||
<path fill-rule="evenodd" d="M8.257 3.099c.765-1.36 2.722-1.36 3.486 0l5.58 9.92c.75 1.334-.213 2.98-1.742 2.98H4.42c-1.53 0-2.493-1.646-1.743-2.98l5.58-9.92zM11 13a1 1 0 11-2 0 1 1 0 012 0zm-1-8a1 1 0 00-1 1v3a1 1 0 002 0V6a1 1 0 00-1-1z" clip-rule="evenodd"/>
|
||||
</svg>
|
||||
<p class="text-sm text-amber-700 dark:text-amber-300">{{ 'priminfo.error_not_found' | translate }}</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Vergleich Results Table -->
|
||||
@if (vergleichResults().length > 0) {
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl border border-emerald-200 dark:border-emerald-800 overflow-hidden">
|
||||
|
||||
<!-- Table header bar -->
|
||||
<div class="px-5 py-3 border-b border-emerald-100 dark:border-emerald-900 bg-emerald-50 dark:bg-emerald-900/20 flex items-center justify-between gap-3 flex-wrap">
|
||||
<div class="flex items-center gap-2 text-sm font-semibold text-emerald-900 dark:text-emerald-200">
|
||||
<svg class="w-4 h-4" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M3 7h13m0 0a3 3 0 1 1 6 0 3 3 0 0 1-6 0Zm6 7H4m0 0a3 3 0 1 0-6 0 3 3 0 0 0 6 0Z"/>
|
||||
</svg>
|
||||
{{ vergleichMeta()?.ort }} · {{ 'priminfo.region_label' | translate }} {{ vergleichMeta()?.region }}
|
||||
</div>
|
||||
<div class="flex items-center gap-2 flex-wrap">
|
||||
<span class="px-2 py-0.5 rounded text-xs font-medium bg-emerald-100 dark:bg-emerald-900/40 text-emerald-700 dark:text-emerald-300">
|
||||
{{ 'priminfo.vergleich_data_year' | translate : { year: vergleichMeta()?.data_year } }}
|
||||
</span>
|
||||
<span class="text-xs text-emerald-700 dark:text-emerald-300">
|
||||
{{ vergleichResults().length }} {{ 'priminfo.vergleich_hint' | translate }}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Scrollable table -->
|
||||
<div class="overflow-x-auto">
|
||||
<table class="w-full text-sm">
|
||||
<thead>
|
||||
<tr class="border-b border-gray-100 dark:border-gray-700">
|
||||
<th class="px-4 py-3 text-left text-xs font-semibold text-gray-500 dark:text-gray-400 w-8">{{ 'priminfo.col_rank' | translate }}</th>
|
||||
<th class="px-4 py-3 text-left text-xs font-semibold text-gray-500 dark:text-gray-400">{{ 'priminfo.col_insurer' | translate }}</th>
|
||||
<th class="px-4 py-3 text-left text-xs font-semibold text-gray-500 dark:text-gray-400 hidden sm:table-cell">{{ 'priminfo.col_model' | translate }}</th>
|
||||
<th class="px-4 py-3 text-right text-xs font-semibold text-gray-500 dark:text-gray-400 hidden sm:table-cell">{{ 'priminfo.col_franchise' | translate }}</th>
|
||||
<th class="px-4 py-3 text-right text-xs font-semibold text-gray-500 dark:text-gray-400">{{ 'priminfo.col_premium' | translate }}</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody class="divide-y divide-gray-50 dark:divide-gray-700/50">
|
||||
@for (r of vergleichResults(); track r.versicherer_id; let i = $index) {
|
||||
<tr [class]="isCheapest(r.praemie)
|
||||
? 'bg-emerald-50 dark:bg-emerald-900/10'
|
||||
: 'hover:bg-gray-50 dark:hover:bg-gray-700/30 transition-colors'">
|
||||
<td class="px-4 py-3 text-xs text-gray-400 dark:text-gray-500 font-mono">{{ i + 1 }}</td>
|
||||
<td class="px-4 py-3">
|
||||
<div class="flex items-center gap-2 flex-wrap">
|
||||
<span [class]="isCheapest(r.praemie)
|
||||
? 'font-semibold text-emerald-700 dark:text-emerald-300'
|
||||
: 'text-gray-800 dark:text-gray-200'">
|
||||
{{ r.versicherer_name }}
|
||||
</span>
|
||||
@if (isCheapest(r.praemie)) {
|
||||
<span class="inline-flex items-center gap-1 px-1.5 py-0.5 rounded text-xs font-medium bg-emerald-100 dark:bg-emerald-900/40 text-emerald-700 dark:text-emerald-300">
|
||||
<svg class="w-3 h-3" fill="currentColor" viewBox="0 0 20 20">
|
||||
<path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.707-9.293a1 1 0 00-1.414-1.414L9 10.586 7.707 9.293a1 1 0 00-1.414 1.414l2 2a1 1 0 001.414 0l4-4z" clip-rule="evenodd"/>
|
||||
</svg>
|
||||
{{ 'priminfo.cheapest_badge' | translate }}
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-xs text-gray-500 dark:text-gray-400 hidden sm:table-cell max-w-[180px] truncate">
|
||||
{{ r.tarifbezeichnung }}
|
||||
</td>
|
||||
<td class="px-4 py-3 text-xs text-gray-500 dark:text-gray-400 text-right hidden sm:table-cell">
|
||||
CHF {{ r.franchise_chf }}
|
||||
</td>
|
||||
<td class="px-4 py-3 text-right">
|
||||
<span [class]="isCheapest(r.praemie)
|
||||
? 'text-base font-bold text-emerald-700 dark:text-emerald-300'
|
||||
: 'text-sm font-semibold text-gray-800 dark:text-gray-200'">
|
||||
{{ r.praemie | number:'1.2-2' }}
|
||||
</span>
|
||||
<span class="text-xs text-gray-400 dark:text-gray-500"> CHF</span>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
} @else if (vergleichSearched() && !vergleichLoading() && !vergleichError()) {
|
||||
<div class="bg-white dark:bg-gray-800 rounded-xl border border-emerald-200 dark:border-emerald-800 p-8 text-center">
|
||||
<p class="text-sm text-gray-400 dark:text-gray-500">{{ 'priminfo.vergleich_no_results' | translate }}</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- CTA: open official Priminfo -->
|
||||
<div class="bg-violet-50 dark:bg-violet-900/20 border border-violet-200 dark:border-violet-800 rounded-xl p-5 flex items-center justify-between gap-4">
|
||||
<div>
|
||||
<p class="text-sm font-semibold text-violet-900 dark:text-violet-200">{{ 'priminfo.cta_title' | translate }}</p>
|
||||
<p class="text-xs text-violet-700 dark:text-violet-300 mt-0.5">{{ 'priminfo.cta_text' | translate }}</p>
|
||||
</div>
|
||||
<button (click)="openPriminfo()"
|
||||
class="shrink-0 flex items-center gap-2 px-4 py-2 bg-violet-600 hover:bg-violet-700 text-white text-sm font-medium rounded-lg transition-colors">
|
||||
<svg class="w-4 h-4" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M18 14v4.833A1.166 1.166 0 0 1 16.833 20H5.167A1.167 1.167 0 0 1 4 18.833V7.167A1.166 1.166 0 0 1 5.167 6h4.618m4.447-2H20v5.768m-7.889 2.121 7.778-7.778"/>
|
||||
</svg>
|
||||
{{ 'priminfo.cta_btn' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- Info box -->
|
||||
<div class="bg-gray-50 dark:bg-gray-700/40 rounded-xl border border-gray-200 dark:border-gray-700 p-5">
|
||||
<h2 class="text-sm font-semibold text-gray-700 dark:text-gray-300 mb-3">{{ 'priminfo.info_title' | translate }}</h2>
|
||||
<div class="space-y-2 text-xs text-gray-500 dark:text-gray-400">
|
||||
<p>{{ 'priminfo.info_1' | translate }}</p>
|
||||
<p>{{ 'priminfo.info_2' | translate }}</p>
|
||||
<p>{{ 'priminfo.info_3' | translate }}</p>
|
||||
</div>
|
||||
<p class="mt-3 text-xs text-gray-400 dark:text-gray-500">
|
||||
{{ 'priminfo.source' | translate }}
|
||||
<a href="https://www.priminfo.admin.ch" target="_blank" rel="noopener noreferrer"
|
||||
class="text-violet-600 dark:text-violet-400 hover:underline">priminfo.admin.ch</a>
|
||||
</p>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
@@ -0,0 +1,209 @@
|
||||
import { Component, signal, computed } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { TranslateModule } from '@ngx-translate/core';
|
||||
import { ApiService } from '../../services/api';
|
||||
|
||||
export interface PraemienResult {
|
||||
plz: string;
|
||||
ort: string;
|
||||
kanton: string;
|
||||
region: number;
|
||||
gemeinde: string;
|
||||
bezirk: string;
|
||||
avg_adult: number;
|
||||
avg_young_adult: number;
|
||||
avg_child: number;
|
||||
data_year: number;
|
||||
}
|
||||
|
||||
export interface VergleichResult {
|
||||
versicherer_id: number;
|
||||
versicherer_name: string;
|
||||
tarifbezeichnung: string;
|
||||
franchise_chf: number;
|
||||
praemie: string;
|
||||
}
|
||||
|
||||
interface FranchiseOption {
|
||||
code: string;
|
||||
chf: number;
|
||||
label: string;
|
||||
}
|
||||
|
||||
const FRANCHISE_ERW: FranchiseOption[] = [
|
||||
{ code: 'FRAST1', chf: 300, label: "CHF 300" },
|
||||
{ code: 'FRAST2', chf: 500, label: "CHF 500" },
|
||||
{ code: 'FRAST3', chf: 1000, label: "CHF 1'000" },
|
||||
{ code: 'FRAST4', chf: 1500, label: "CHF 1'500" },
|
||||
{ code: 'FRAST5', chf: 2000, label: "CHF 2'000" },
|
||||
{ code: 'FRAST6', chf: 2500, label: "CHF 2'500" },
|
||||
];
|
||||
|
||||
const FRANCHISE_KIN_JUG: FranchiseOption[] = [
|
||||
{ code: 'FRAST1', chf: 0, label: "CHF 0" },
|
||||
{ code: 'FRAST2', chf: 100, label: "CHF 100" },
|
||||
{ code: 'FRAST3', chf: 200, label: "CHF 200" },
|
||||
{ code: 'FRAST4', chf: 300, label: "CHF 300" },
|
||||
{ code: 'FRAST5', chf: 400, label: "CHF 400" },
|
||||
{ code: 'FRAST6', chf: 500, label: "CHF 500" },
|
||||
{ code: 'FRAST7', chf: 600, label: "CHF 600" },
|
||||
];
|
||||
|
||||
@Component({
|
||||
selector: 'app-priminfo',
|
||||
standalone: true,
|
||||
imports: [CommonModule, FormsModule, TranslateModule],
|
||||
templateUrl: './priminfo.html',
|
||||
})
|
||||
export class Priminfo {
|
||||
// === Ø-Prämien (PLZ overview) ===
|
||||
plzInput = signal('');
|
||||
loading = signal(false);
|
||||
results = signal<PraemienResult[]>([]);
|
||||
dataYear = signal<number | null>(null);
|
||||
error = signal<string | null>(null);
|
||||
searched = signal(false);
|
||||
|
||||
// === Versicherer-Vergleich ===
|
||||
geburtsjahrInput = signal('');
|
||||
tariftyp = signal('TAR-BASE');
|
||||
franchisestufe = signal('FRAST1');
|
||||
unfall = signal('OHN-UNF');
|
||||
vergleichResults = signal<VergleichResult[]>([]);
|
||||
vergleichLoading = signal(false);
|
||||
vergleichError = signal<string | null>(null);
|
||||
vergleichSearched = signal(false);
|
||||
vergleichMeta = signal<{
|
||||
kanton: string; region: number; ort: string; altersklasse: string; data_year: number;
|
||||
} | null>(null);
|
||||
|
||||
readonly primInfoUrl = 'https://www.priminfo.admin.ch/de/praemien';
|
||||
|
||||
// Computed: age class from Geburtsjahr input
|
||||
ageClass = computed<'AKL-KIN' | 'AKL-JUG' | 'AKL-ERW' | null>(() => {
|
||||
const jg = parseInt(this.geburtsjahrInput(), 10);
|
||||
const currentYear = new Date().getFullYear();
|
||||
if (!jg || jg < 1900 || jg > currentYear) return null;
|
||||
const age = currentYear - jg;
|
||||
if (age <= 18) return 'AKL-KIN';
|
||||
if (age <= 25) return 'AKL-JUG';
|
||||
return 'AKL-ERW';
|
||||
});
|
||||
|
||||
// Computed: franchise options depend on age class
|
||||
franchiseOptions = computed<FranchiseOption[]>(() => {
|
||||
return this.ageClass() === 'AKL-ERW' ? FRANCHISE_ERW : FRANCHISE_KIN_JUG;
|
||||
});
|
||||
|
||||
// Computed: deduplicate Ø-results by kanton+region
|
||||
uniqueRegions = computed(() => {
|
||||
const seen = new Set<string>();
|
||||
return this.results().filter(r => {
|
||||
const key = `${r.kanton}-${r.region}`;
|
||||
if (seen.has(key)) return false;
|
||||
seen.add(key);
|
||||
return true;
|
||||
});
|
||||
});
|
||||
|
||||
// Computed: vergleich search requirements met?
|
||||
canVergleich = computed(() => {
|
||||
const plz = this.plzInput().trim();
|
||||
const jg = parseInt(this.geburtsjahrInput(), 10);
|
||||
const currentYear = new Date().getFullYear();
|
||||
return /^\d{4}$/.test(plz) && jg >= 1900 && jg <= currentYear;
|
||||
});
|
||||
|
||||
// Computed: minimum premium across results (for cheapest highlight)
|
||||
cheapestPraemie = computed(() => {
|
||||
const r = this.vergleichResults();
|
||||
if (!r.length) return null;
|
||||
return Math.min(...r.map(x => Number(x.praemie)));
|
||||
});
|
||||
|
||||
constructor(private api: ApiService) {}
|
||||
|
||||
// === Ø-Prämien search ===
|
||||
search() {
|
||||
const plz = this.plzInput().trim();
|
||||
if (!plz || plz.length < 4) return;
|
||||
|
||||
this.loading.set(true);
|
||||
this.error.set(null);
|
||||
this.results.set([]);
|
||||
this.searched.set(true);
|
||||
|
||||
this.api.getPraemienByPlz(plz).subscribe({
|
||||
next: (data) => {
|
||||
this.results.set(data.results || []);
|
||||
this.dataYear.set(data.data_year || null);
|
||||
this.loading.set(false);
|
||||
},
|
||||
error: (err) => {
|
||||
const msg = err?.error?.error || 'priminfo.error_not_found';
|
||||
this.error.set(msg);
|
||||
this.loading.set(false);
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
onKeydown(event: KeyboardEvent) {
|
||||
if (event.key === 'Enter') this.search();
|
||||
}
|
||||
|
||||
// Reset franchise to first valid option when age class changes
|
||||
onGeburtsjahrChange(val: string) {
|
||||
this.geburtsjahrInput.set(val);
|
||||
const opts = this.franchiseOptions();
|
||||
if (!opts.find(o => o.code === this.franchisestufe())) {
|
||||
this.franchisestufe.set(opts[0].code);
|
||||
}
|
||||
}
|
||||
|
||||
// === Versicherer-Vergleich search ===
|
||||
searchVergleich() {
|
||||
if (!this.canVergleich()) return;
|
||||
const plz = this.plzInput().trim();
|
||||
const jg = parseInt(this.geburtsjahrInput(), 10);
|
||||
|
||||
this.vergleichLoading.set(true);
|
||||
this.vergleichError.set(null);
|
||||
this.vergleichResults.set([]);
|
||||
this.vergleichSearched.set(true);
|
||||
|
||||
this.api.getPraemienVergleich({
|
||||
plz,
|
||||
geburtsjahr: jg,
|
||||
tariftyp: this.tariftyp(),
|
||||
franchisestufe: this.franchisestufe(),
|
||||
unfall: this.unfall(),
|
||||
}).subscribe({
|
||||
next: (data) => {
|
||||
this.vergleichResults.set(data.results || []);
|
||||
this.vergleichMeta.set({
|
||||
kanton: data.kanton,
|
||||
region: data.region,
|
||||
ort: data.ort,
|
||||
altersklasse: data.altersklasse,
|
||||
data_year: data.data_year,
|
||||
});
|
||||
this.vergleichLoading.set(false);
|
||||
},
|
||||
error: (err) => {
|
||||
const msg = err?.error?.error || 'priminfo.error_not_found';
|
||||
this.vergleichError.set(msg);
|
||||
this.vergleichLoading.set(false);
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
isCheapest(praemie: string): boolean {
|
||||
const min = this.cheapestPraemie();
|
||||
return min !== null && Number(praemie) === min;
|
||||
}
|
||||
|
||||
openPriminfo() {
|
||||
window.open(this.primInfoUrl, '_blank', 'noopener,noreferrer');
|
||||
}
|
||||
}
|
||||
@@ -106,26 +106,6 @@
|
||||
</a>
|
||||
</li>
|
||||
|
||||
<!-- Financial Year -->
|
||||
<li>
|
||||
<a routerLink="/financial-year" routerLinkActive="!bg-violet-50 !text-violet-700 dark:!bg-violet-900/20 dark:!text-violet-300"
|
||||
(click)="sidebarService.closeMobile()"
|
||||
[class]="sidebarService.collapsed() ? 'justify-center relative' : ''"
|
||||
class="flex items-center p-2 text-sm font-normal text-gray-900 rounded-lg dark:text-white hover:bg-gray-100 dark:hover:bg-gray-700 group">
|
||||
<svg class="w-6 h-6 flex-shrink-0 text-gray-400 group-hover:text-gray-900 dark:group-hover:text-white" fill="currentColor" viewBox="0 0 20 20">
|
||||
<path d="M2 10a1 1 0 011-1h2a1 1 0 011 1v5a1 1 0 01-1 1H3a1 1 0 01-1-1v-5zM8 6a1 1 0 011-1h2a1 1 0 011 1v9a1 1 0 01-1 1H9a1 1 0 01-1-1V6zM14 4a1 1 0 011-1h2a1 1 0 011 1v11a1 1 0 01-1 1h-2a1 1 0 01-1-1V4z"/>
|
||||
</svg>
|
||||
@if (!sidebarService.collapsed()) {
|
||||
<span class="ml-3 whitespace-nowrap">{{ 'sidebar.financial_year' | translate }}</span>
|
||||
}
|
||||
@if (sidebarService.collapsed()) {
|
||||
<span class="pointer-events-none absolute left-full ml-3 top-1/2 -translate-y-1/2 px-2 py-1 text-xs font-medium text-white bg-gray-900 dark:bg-gray-700 rounded whitespace-nowrap opacity-0 group-hover:opacity-100 transition-opacity duration-150 z-50">
|
||||
{{ 'sidebar.financial_year' | translate }}
|
||||
</span>
|
||||
}
|
||||
</a>
|
||||
</li>
|
||||
|
||||
<!-- Accounts -->
|
||||
<li class="relative">
|
||||
@if (sidebarService.collapsed()) {
|
||||
@@ -177,6 +157,67 @@
|
||||
}
|
||||
</li>
|
||||
|
||||
<!-- Versicherungen -->
|
||||
<li class="relative">
|
||||
@if (sidebarService.collapsed()) {
|
||||
<!-- Collapsed: icon button opens flyout -->
|
||||
<button (click)="sidebarService.toggleFlyout('insurance')"
|
||||
[class]="sidebarService.openFlyout() === 'insurance' ? 'bg-gray-100 dark:bg-gray-700' : ''"
|
||||
class="relative flex items-center justify-center p-2 w-full text-sm font-normal text-gray-900 rounded-lg dark:text-white hover:bg-gray-100 dark:hover:bg-gray-700 group">
|
||||
<svg class="w-6 h-6 flex-shrink-0 text-gray-400 group-hover:text-gray-900 dark:group-hover:text-white" fill="currentColor" viewBox="0 0 24 24">
|
||||
<path fill-rule="evenodd" d="M11.644 3.066a1 1 0 0 1 .712 0l7 2.666A1 1 0 0 1 20 6.68a17.694 17.694 0 0 1-2.023 7.98 17.406 17.406 0 0 1-5.402 6.158 1 1 0 0 1-1.15 0 17.405 17.405 0 0 1-5.403-6.157A17.695 17.695 0 0 1 4 6.68a1 1 0 0 1 .644-.949l7-2.666Zm4.014 7.187a1 1 0 0 0-1.316-1.506l-3.296 2.884-.839-.838a1 1 0 0 0-1.414 1.414l1.5 1.5a1 1 0 0 0 1.366.046l4-3.5Z" clip-rule="evenodd"/>
|
||||
</svg>
|
||||
@if (sidebarService.openFlyout() !== 'insurance') {
|
||||
<span class="pointer-events-none absolute left-full ml-3 top-1/2 -translate-y-1/2 px-2 py-1 text-xs font-medium text-white bg-gray-900 dark:bg-gray-700 rounded whitespace-nowrap opacity-0 group-hover:opacity-100 transition-opacity duration-150 z-50">
|
||||
{{ 'sidebar.insurance' | translate }}
|
||||
</span>
|
||||
}
|
||||
</button>
|
||||
<!-- Flyout -->
|
||||
@if (sidebarService.openFlyout() === 'insurance') {
|
||||
<div class="absolute left-full top-0 ml-2 z-50 w-48 bg-white dark:bg-gray-800 border border-gray-200 dark:border-gray-700 rounded-lg shadow-lg py-1">
|
||||
<p class="px-3 py-2 text-xs font-semibold text-gray-400 dark:text-gray-500 uppercase tracking-wider">{{ 'sidebar.insurance' | translate }}</p>
|
||||
<a routerLink="/insurance" (click)="sidebarService.closeFlyout(); sidebarService.closeMobile()"
|
||||
class="flex items-center px-3 py-2 text-sm text-gray-700 dark:text-gray-200 hover:bg-gray-100 dark:hover:bg-gray-700 rounded-md mx-1">
|
||||
{{ 'sidebar.insurance_overview' | translate }}
|
||||
</a>
|
||||
<a routerLink="/insurance-documents" (click)="sidebarService.closeFlyout(); sidebarService.closeMobile()"
|
||||
class="flex items-center px-3 py-2 text-sm text-gray-700 dark:text-gray-200 hover:bg-gray-100 dark:hover:bg-gray-700 rounded-md mx-1">
|
||||
{{ 'sidebar.insurance_documents' | translate }}
|
||||
</a>
|
||||
<a routerLink="/insurance-analyse" (click)="sidebarService.closeFlyout(); sidebarService.closeMobile()"
|
||||
class="flex items-center px-3 py-2 text-sm text-gray-700 dark:text-gray-200 hover:bg-gray-100 dark:hover:bg-gray-700 rounded-md mx-1">
|
||||
{{ 'sidebar.insurance_analyse' | translate }}
|
||||
</a>
|
||||
<a routerLink="/insurance-priminfo" (click)="sidebarService.closeFlyout(); sidebarService.closeMobile()"
|
||||
class="flex items-center px-3 py-2 text-sm text-gray-700 dark:text-gray-200 hover:bg-gray-100 dark:hover:bg-gray-700 rounded-md mx-1">
|
||||
{{ 'sidebar.insurance_priminfo' | translate }}
|
||||
</a>
|
||||
</div>
|
||||
}
|
||||
} @else {
|
||||
<!-- Expanded: Angular-controlled dropdown -->
|
||||
<button type="button" (click)="sidebarService.toggleInsurance()"
|
||||
class="flex items-center p-2 w-full text-sm font-normal text-gray-900 rounded-lg dark:text-white hover:bg-gray-100 dark:hover:bg-gray-700 group">
|
||||
<svg class="w-6 h-6 flex-shrink-0 text-gray-400 group-hover:text-gray-900 dark:group-hover:text-white" fill="currentColor" viewBox="0 0 24 24">
|
||||
<path fill-rule="evenodd" d="M11.644 3.066a1 1 0 0 1 .712 0l7 2.666A1 1 0 0 1 20 6.68a17.694 17.694 0 0 1-2.023 7.98 17.406 17.406 0 0 1-5.402 6.158 1 1 0 0 1-1.15 0 17.405 17.405 0 0 1-5.403-6.157A17.695 17.695 0 0 1 4 6.68a1 1 0 0 1 .644-.949l7-2.666Zm4.014 7.187a1 1 0 0 0-1.316-1.506l-3.296 2.884-.839-.838a1 1 0 0 0-1.414 1.414l1.5 1.5a1 1 0 0 0 1.366.046l4-3.5Z" clip-rule="evenodd"/>
|
||||
</svg>
|
||||
<span class="flex-1 ml-3 text-left whitespace-nowrap">{{ 'sidebar.insurance' | translate }}</span>
|
||||
<svg [class.rotate-180]="sidebarService.insuranceOpen()" class="w-4 h-4 transition-transform duration-200" fill="currentColor" viewBox="0 0 20 20">
|
||||
<path fill-rule="evenodd" d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z" clip-rule="evenodd"></path>
|
||||
</svg>
|
||||
</button>
|
||||
@if (sidebarService.insuranceOpen()) {
|
||||
<ul class="py-2 space-y-2">
|
||||
<li><a routerLink="/insurance" routerLinkActive="!bg-violet-50 !text-violet-700 dark:!bg-violet-900/20 dark:!text-violet-300" (click)="sidebarService.closeMobile()" class="flex items-center p-2 pl-11 w-full text-sm font-normal text-gray-900 rounded-lg dark:text-white hover:bg-gray-100 dark:hover:bg-gray-700">{{ 'sidebar.insurance_overview' | translate }}</a></li>
|
||||
<li><a routerLink="/insurance-documents" routerLinkActive="!bg-violet-50 !text-violet-700 dark:!bg-violet-900/20 dark:!text-violet-300" (click)="sidebarService.closeMobile()" class="flex items-center p-2 pl-11 w-full text-sm font-normal text-gray-900 rounded-lg dark:text-white hover:bg-gray-100 dark:hover:bg-gray-700">{{ 'sidebar.insurance_documents' | translate }}</a></li>
|
||||
<li><a routerLink="/insurance-analyse" routerLinkActive="!bg-violet-50 !text-violet-700 dark:!bg-violet-900/20 dark:!text-violet-300" (click)="sidebarService.closeMobile()" class="flex items-center p-2 pl-11 w-full text-sm font-normal text-gray-900 rounded-lg dark:text-white hover:bg-gray-100 dark:hover:bg-gray-700">{{ 'sidebar.insurance_analyse' | translate }}</a></li>
|
||||
<li><a routerLink="/insurance-priminfo" routerLinkActive="!bg-violet-50 !text-violet-700 dark:!bg-violet-900/20 dark:!text-violet-300" (click)="sidebarService.closeMobile()" class="flex items-center p-2 pl-11 w-full text-sm font-normal text-gray-900 rounded-lg dark:text-white hover:bg-gray-100 dark:hover:bg-gray-700">{{ 'sidebar.insurance_priminfo' | translate }}</a></li>
|
||||
</ul>
|
||||
}
|
||||
}
|
||||
</li>
|
||||
|
||||
</ul>
|
||||
|
||||
<!-- Mobile: Notifications, Theme, Profile, Logout (hidden on desktop — those are in the navbar) -->
|
||||
|
||||
@@ -23,10 +23,6 @@ export class ApiService {
|
||||
return this.http.put(`${this.baseUrl}/accounts/${id}/`, account);
|
||||
}
|
||||
|
||||
patchAccount(id: number, data: Partial<{name: string, balance: number, account_type: string, salary_months: number}>): Observable<any> {
|
||||
return this.http.patch(`${this.baseUrl}/accounts/${id}/`, data);
|
||||
}
|
||||
|
||||
deleteAccount(id: number): Observable<any> {
|
||||
return this.http.delete(`${this.baseUrl}/accounts/${id}/`);
|
||||
}
|
||||
@@ -198,4 +194,43 @@ export class ApiService {
|
||||
confirmPasswordReset(token: string, password: string): Observable<any> {
|
||||
return this.http.post(`${this.baseUrl}/auth/password-reset/confirm/`, { token, password });
|
||||
}
|
||||
|
||||
// Praemien
|
||||
getPraemienByPlz(plz: string): Observable<any> {
|
||||
return this.http.get(`${this.baseUrl}/praemien/?plz=${encodeURIComponent(plz)}`);
|
||||
}
|
||||
|
||||
getPraemienVergleich(params: {
|
||||
plz: string;
|
||||
geburtsjahr: number;
|
||||
tariftyp: string;
|
||||
franchisestufe: string;
|
||||
unfall: string;
|
||||
}): Observable<any> {
|
||||
const p = new URLSearchParams({
|
||||
plz: params.plz,
|
||||
geburtsjahr: String(params.geburtsjahr),
|
||||
tariftyp: params.tariftyp,
|
||||
franchisestufe: params.franchisestufe,
|
||||
unfall: params.unfall,
|
||||
});
|
||||
return this.http.get(`${this.baseUrl}/praemien/vergleich/?${p}`);
|
||||
}
|
||||
|
||||
// Insurances
|
||||
getInsurances(): Observable<any[]> {
|
||||
return this.http.get<any[]>(`${this.baseUrl}/insurances/`);
|
||||
}
|
||||
|
||||
createInsurance(insurance: any): Observable<any> {
|
||||
return this.http.post(`${this.baseUrl}/insurances/`, insurance);
|
||||
}
|
||||
|
||||
updateInsurance(id: number, insurance: any): Observable<any> {
|
||||
return this.http.put(`${this.baseUrl}/insurances/${id}/`, insurance);
|
||||
}
|
||||
|
||||
deleteInsurance(id: number): Observable<any> {
|
||||
return this.http.delete(`${this.baseUrl}/insurances/${id}/`);
|
||||
}
|
||||
}
|
||||
@@ -1,146 +0,0 @@
|
||||
import { Injectable } from '@angular/core';
|
||||
import { HttpClient } from '@angular/common/http';
|
||||
import { Observable } from 'rxjs';
|
||||
|
||||
export interface YearlyIncome {
|
||||
id: number;
|
||||
member: number | null;
|
||||
member_email: string;
|
||||
name: string;
|
||||
amount: number;
|
||||
active: boolean;
|
||||
notes: string;
|
||||
}
|
||||
|
||||
export interface YearlyBudgetItem {
|
||||
id: number;
|
||||
name: string;
|
||||
amount: number;
|
||||
active: boolean;
|
||||
notes: string;
|
||||
}
|
||||
|
||||
export interface FinancialYear {
|
||||
id: number;
|
||||
year: number;
|
||||
is_active: boolean;
|
||||
notes: string;
|
||||
owner_type: 'personal' | 'household';
|
||||
household_id: number | null;
|
||||
total_income: number;
|
||||
total_fixed_costs: number;
|
||||
incomes: YearlyIncome[];
|
||||
budget_items: YearlyBudgetItem[];
|
||||
created_at: string;
|
||||
}
|
||||
|
||||
export interface HouseholdMembership {
|
||||
id: number;
|
||||
user: number;
|
||||
user_email: string;
|
||||
invited_by_email: string;
|
||||
status: 'pending' | 'active' | 'left';
|
||||
role: 'member' | 'admin';
|
||||
effective_from_year: number | null;
|
||||
effective_until_year: number | null;
|
||||
created_at: string;
|
||||
}
|
||||
|
||||
export interface PendingInvite {
|
||||
id: number;
|
||||
invited_email: string;
|
||||
invited_by_email: string;
|
||||
effective_from_year: number | null;
|
||||
created_at: string;
|
||||
}
|
||||
|
||||
export interface Household {
|
||||
id: number;
|
||||
name: string;
|
||||
created_by_email: string;
|
||||
memberships: HouseholdMembership[];
|
||||
pending_invites: PendingInvite[];
|
||||
created_at: string;
|
||||
}
|
||||
|
||||
@Injectable({ providedIn: 'root' })
|
||||
export class FinancialYearService {
|
||||
private base = '/api/financial-years';
|
||||
|
||||
constructor(private http: HttpClient) {}
|
||||
|
||||
list(): Observable<FinancialYear[]> {
|
||||
return this.http.get<FinancialYear[]>(`${this.base}/`);
|
||||
}
|
||||
|
||||
get(year: number): Observable<FinancialYear> {
|
||||
return this.http.get<FinancialYear>(`${this.base}/${year}/`);
|
||||
}
|
||||
|
||||
create(data: { year: number; notes?: string; household_id?: number }): Observable<FinancialYear> {
|
||||
return this.http.post<FinancialYear>(`${this.base}/`, data);
|
||||
}
|
||||
|
||||
update(year: number, data: Partial<{ is_active: boolean; notes: string }>): Observable<FinancialYear> {
|
||||
return this.http.patch<FinancialYear>(`${this.base}/${year}/`, data);
|
||||
}
|
||||
|
||||
copyFrom(year: number, sourceYear: number): Observable<any> {
|
||||
return this.http.post(`${this.base}/${year}/copy-from/${sourceYear}/`, {});
|
||||
}
|
||||
|
||||
// Incomes
|
||||
createIncome(year: number, data: { name: string; amount: number; active: boolean; notes: string; member: number | null }): Observable<YearlyIncome> {
|
||||
return this.http.post<YearlyIncome>(`${this.base}/${year}/incomes/`, data);
|
||||
}
|
||||
|
||||
updateIncome(year: number, id: number, data: { name: string; amount: number; active: boolean; notes: string }): Observable<YearlyIncome> {
|
||||
return this.http.patch<YearlyIncome>(`${this.base}/${year}/incomes/${id}/`, data);
|
||||
}
|
||||
|
||||
deleteIncome(year: number, id: number): Observable<void> {
|
||||
return this.http.delete<void>(`${this.base}/${year}/incomes/${id}/`);
|
||||
}
|
||||
|
||||
// Budget Items
|
||||
createBudgetItem(year: number, data: { name: string; amount: number; active: boolean; notes: string }): Observable<YearlyBudgetItem> {
|
||||
return this.http.post<YearlyBudgetItem>(`${this.base}/${year}/budget-items/`, data);
|
||||
}
|
||||
|
||||
updateBudgetItem(year: number, id: number, data: { name: string; amount: number; active: boolean; notes: string }): Observable<YearlyBudgetItem> {
|
||||
return this.http.patch<YearlyBudgetItem>(`${this.base}/${year}/budget-items/${id}/`, data);
|
||||
}
|
||||
|
||||
deleteBudgetItem(year: number, id: number): Observable<void> {
|
||||
return this.http.delete<void>(`${this.base}/${year}/budget-items/${id}/`);
|
||||
}
|
||||
|
||||
// Households
|
||||
getHouseholds(): Observable<Household[]> {
|
||||
return this.http.get<Household[]>('/api/households/');
|
||||
}
|
||||
|
||||
createHousehold(name: string): Observable<Household> {
|
||||
return this.http.post<Household>('/api/households/', { name });
|
||||
}
|
||||
|
||||
inviteMember(pk: number, email: string): Observable<any> {
|
||||
return this.http.post(`/api/households/${pk}/invite/`, { email });
|
||||
}
|
||||
|
||||
acceptInvitation(pk: number): Observable<any> {
|
||||
return this.http.post(`/api/households/${pk}/accept/`, {});
|
||||
}
|
||||
|
||||
leaveHousehold(pk: number): Observable<any> {
|
||||
return this.http.post(`/api/households/${pk}/leave/`, {});
|
||||
}
|
||||
|
||||
setMemberRole(pk: number, membershipId: number, role: 'member' | 'admin'): Observable<HouseholdMembership> {
|
||||
return this.http.post<HouseholdMembership>(`/api/households/${pk}/members/${membershipId}/set-role/`, { role });
|
||||
}
|
||||
|
||||
getHouseholdRevenueAccounts(pk: number): Observable<any[]> {
|
||||
return this.http.get<any[]>(`/api/households/${pk}/revenue-accounts/`);
|
||||
}
|
||||
}
|
||||
@@ -9,6 +9,7 @@ export class SidebarService {
|
||||
mobileOpen = signal(false);
|
||||
budgetsOpen = signal(false);
|
||||
accountsOpen = signal(false);
|
||||
insuranceOpen = signal(false);
|
||||
|
||||
toggle() {
|
||||
this.collapsed.update(v => !v);
|
||||
@@ -31,6 +32,10 @@ export class SidebarService {
|
||||
this.accountsOpen.update(v => !v);
|
||||
}
|
||||
|
||||
toggleInsurance() {
|
||||
this.insuranceOpen.update(v => !v);
|
||||
}
|
||||
|
||||
toggleFlyout(name: string) {
|
||||
this.openFlyout.update(current => current === name ? null : name);
|
||||
}
|
||||
|
||||
@@ -136,17 +136,6 @@
|
||||
"transactions": "Transaktionen",
|
||||
"deadlines": "Termine"
|
||||
},
|
||||
"sidebar": {
|
||||
"dashboard": "Dashboard",
|
||||
"budgets": "Budgets",
|
||||
"fixed_costs": "Fixkosten",
|
||||
"expenses": "Ausgaben",
|
||||
"calendar": "Kalender",
|
||||
"financial_year": "Jahresplanung",
|
||||
"accounts": "Konten",
|
||||
"revenue_accounts": "Einnahmekonten",
|
||||
"transactions": "Transaktionen"
|
||||
},
|
||||
"dashboard": {
|
||||
"title": "Dashboard",
|
||||
"subtitle": "Finanzübersicht",
|
||||
@@ -346,74 +335,6 @@
|
||||
"ZG": "Zug",
|
||||
"ZH": "Zürich"
|
||||
},
|
||||
"household": {
|
||||
"title": "Haushalt",
|
||||
"none": "Du bist noch in keinem Haushalt.",
|
||||
"none_hint": "Gründe einen gemeinsamen Haushalt oder warte auf eine Einladung.",
|
||||
"create": "Haushalt gründen",
|
||||
"create_title": "Neuer Haushalt",
|
||||
"label_name": "Name des Haushalts",
|
||||
"placeholder_name": "z.B. Familie Müller",
|
||||
"created_by": "Gegründet von",
|
||||
"members": "Mitglieder",
|
||||
"invite": "Einladen",
|
||||
"invite_email": "E-Mail-Adresse",
|
||||
"invite_placeholder": "user@beispiel.ch",
|
||||
"send": "Einladung senden",
|
||||
"status_active": "Aktiv",
|
||||
"status_pending": "Ausstehend",
|
||||
"status_left": "Ausgetreten",
|
||||
"role_admin": "Admin",
|
||||
"role_member": "Mitglied",
|
||||
"make_admin": "Admin machen",
|
||||
"remove_admin": "Admin entfernen",
|
||||
"pending_invitation": "Einladung erhalten",
|
||||
"pending_from": "Eingeladen von",
|
||||
"effective_from": "Ab Jahr",
|
||||
"accept": "Annehmen",
|
||||
"leave": "Haushalt verlassen",
|
||||
"leave_confirm_title": "Haushalt verlassen?",
|
||||
"leave_confirm_text": "Du verlässt den Haushalt per Ende des laufenden Jahres. Vergangene Haushaltsjahre bleiben für dich lesbar.",
|
||||
"you": "du",
|
||||
"founder": "Gründer",
|
||||
"error_name_required": "Name ist erforderlich.",
|
||||
"error_failed": "Vorgang fehlgeschlagen.",
|
||||
"error_email_required": "E-Mail-Adresse ist erforderlich.",
|
||||
"error_not_found": "Kein Benutzer mit dieser E-Mail gefunden.",
|
||||
"error_already_member": "Benutzer ist bereits Mitglied oder hat eine ausstehende Einladung."
|
||||
},
|
||||
"financial_year": {
|
||||
"title": "Jahresplanung",
|
||||
"owner_personal": "Persönlich",
|
||||
"owner_household": "Haushalt",
|
||||
"new_year": "Neues Jahr starten",
|
||||
"no_years": "Noch kein Finanzjahr erstellt.",
|
||||
"start_first_year": "Erstes Jahr starten",
|
||||
"tab_incomes": "Einnahmen",
|
||||
"tab_budget_items": "Fixkosten",
|
||||
"add_income": "Einnahme hinzufügen",
|
||||
"add_budget_item": "Fixkosten hinzufügen",
|
||||
"label_name": "Bezeichnung",
|
||||
"label_amount": "Betrag (CHF / Jahr)",
|
||||
"label_notes": "Notizen",
|
||||
"label_active": "Aktiv",
|
||||
"total_income": "Gesamteinnahmen",
|
||||
"total_fixed_costs": "Fixkosten total",
|
||||
"disposable": "Verfügbar",
|
||||
"savings_rate": "Sparquote",
|
||||
"per_month": "Monat",
|
||||
"no_incomes": "Noch keine Einnahmen erfasst.",
|
||||
"no_budget_items": "Noch keine Fixkosten erfasst.",
|
||||
"confirm_new_year": "Jahr {{ year }} starten?",
|
||||
"confirm_copy": "Soll das neue Jahr mit den Daten aus {{ source }} vorausgefüllt werden?",
|
||||
"first_year_hint": "Das Finanzjahr {{ year }} wird neu erstellt.",
|
||||
"create_year": "Jahr erstellen",
|
||||
"copy_yes": "Ja, Daten übernehmen",
|
||||
"copy_no": "Leer starten",
|
||||
"error_name_required": "Bezeichnung ist erforderlich.",
|
||||
"error_amount_invalid": "Bitte einen gültigen Betrag eingeben.",
|
||||
"error_save_failed": "Speichern fehlgeschlagen."
|
||||
},
|
||||
"profile": {
|
||||
"title": "Profil",
|
||||
"subtitle": "Persönliche Informationen und Einstellungen verwalten",
|
||||
@@ -469,5 +390,134 @@
|
||||
"password_too_short": "Passwort muss mindestens 8 Zeichen lang sein.",
|
||||
"password_failed": "Passwort konnte nicht aktualisiert werden."
|
||||
}
|
||||
},
|
||||
"sidebar": {
|
||||
"dashboard": "Dashboard",
|
||||
"budgets": "Budget",
|
||||
"fixed_costs": "Fixkosten",
|
||||
"expenses": "Ausgaben",
|
||||
"calendar": "Kalender",
|
||||
"accounts": "Konten",
|
||||
"revenue_accounts": "Einnahmenkonten",
|
||||
"transactions": "Transaktionen",
|
||||
"insurance": "Versicherungen",
|
||||
"insurance_overview": "Übersicht",
|
||||
"insurance_documents": "Dokumente",
|
||||
"insurance_analyse": "Analyse",
|
||||
"insurance_priminfo": "Priminfo"
|
||||
},
|
||||
"insurance": {
|
||||
"title": "Versicherungen",
|
||||
"subtitle": "Deine aktuelle Versicherungssituation — Ist-Situation",
|
||||
"add": "Versicherung hinzufügen",
|
||||
"create_title": "Versicherung erfassen",
|
||||
"edit_title": "Versicherung bearbeiten",
|
||||
"list_title": "Deine Versicherungen",
|
||||
"no_entries": "Noch keine Versicherungen erfasst.",
|
||||
"loading": "Laden...",
|
||||
"kpi_monthly": "Monatliche Prämien total",
|
||||
"kpi_count": "Policen",
|
||||
"kpi_covered": "Abgedeckte Typen",
|
||||
"checklist_title": "Empfohlene Mindestabdeckung",
|
||||
"checklist_hint": "Diese vier Versicherungen gelten in der Schweiz als Mindeststandard für jede Person.",
|
||||
"label_type": "Versicherungsart",
|
||||
"label_insurer": "Versicherer",
|
||||
"label_policy_number": "Policennummer",
|
||||
"label_premium": "Prämie (CHF)",
|
||||
"label_period": "Zahlungsrhythmus",
|
||||
"label_coverage": "Deckungssumme (CHF)",
|
||||
"label_deductible": "Franchise (CHF)",
|
||||
"label_valid_from": "Gültig ab",
|
||||
"label_valid_until": "Gültig bis",
|
||||
"label_notes": "Notizen",
|
||||
"placeholder_insurer": "z.B. Helsana, AXA, CSS",
|
||||
"placeholder_policy_number": "z.B. 12345678",
|
||||
"month_short": "Mt.",
|
||||
"types": {
|
||||
"kvg": "Krankenkasse (KVG)",
|
||||
"kk_zusatz": "KK-Zusatzversicherung",
|
||||
"nbu": "Unfallversicherung (NBU)",
|
||||
"haftpflicht": "Privathaftpflicht",
|
||||
"hausrat": "Hausrat",
|
||||
"mfz": "MFZ-Haftpflicht",
|
||||
"rechtsschutz": "Rechtsschutz",
|
||||
"saule_3a": "Säule 3a",
|
||||
"leben": "Lebensversicherung",
|
||||
"reise": "Reiseversicherung",
|
||||
"other": "Sonstiges"
|
||||
},
|
||||
"period": {
|
||||
"monthly": "Monatlich",
|
||||
"quarterly": "Vierteljährlich",
|
||||
"semi_annual": "Halbjährlich",
|
||||
"annual": "Jährlich"
|
||||
}
|
||||
},
|
||||
"insurance_docs": {
|
||||
"title": "Versicherungsdokumente",
|
||||
"subtitle": "Lade deine Policen hoch und lass sie von der KI analysieren",
|
||||
"coming_soon_title": "PDF-Upload & KI-Analyse — Demnächst",
|
||||
"coming_soon_text": "Lade deine Versicherungspolicen als PDF hoch. Die KI (Claude) extrahiert automatisch die wichtigsten Informationen."
|
||||
},
|
||||
"insurance_analyse": {
|
||||
"title": "Versicherungsanalyse",
|
||||
"subtitle": "Soll/Kann — Was brauchst du wirklich?",
|
||||
"coming_soon_title": "Deckungsanalyse — Demnächst",
|
||||
"coming_soon_text": "Vergleiche deine aktuelle Versicherungssituation mit Schweizer Empfehlungen und erkenne Lücken.",
|
||||
"tag_soll": "Soll-Situation",
|
||||
"tag_gaps": "Deckungslücken",
|
||||
"tag_recommendations": "Empfehlungen"
|
||||
},
|
||||
"priminfo": {
|
||||
"title": "Priminfo — KVG-Prämienrechner",
|
||||
"subtitle": "Durchschnittliche Monatsprämien nach PLZ, basierend auf BAG-Daten",
|
||||
"plz_label": "Postleitzahl eingeben",
|
||||
"plz_placeholder": "z.B. 8001",
|
||||
"plz_hint": "4-stellige Schweizer Postleitzahl",
|
||||
"search": "Suchen",
|
||||
"region_label": "Prämienregion",
|
||||
"col_child": "Kinder",
|
||||
"col_young": "Junge Erwachsene",
|
||||
"col_adult": "Erwachsene",
|
||||
"month": "Monat",
|
||||
"disclaimer": "Ø-Monatsprämien {{ year }} (alle Versicherer, alle Modelle). Quelle: BAG / Priminfo.",
|
||||
"multi_ort_hint": "Diese PLZ liegt in mehreren Gemeinden oder Regionen.",
|
||||
"error_not_found": "Keine Daten für diese PLZ gefunden.",
|
||||
"no_results": "Keine Resultate.",
|
||||
"cta_title": "Weitere Details auf priminfo.admin.ch",
|
||||
"cta_text": "Jahreskosten, historische Prämienverläufe und Zusatzversicherungen auf der offiziellen BAG-Seite.",
|
||||
"cta_btn": "Jetzt auf Priminfo vergleichen",
|
||||
"info_title": "Was zeigt dieser Rechner?",
|
||||
"info_1": "Die Prämien sind kantonale Durchschnittswerte über alle Versicherer und alle Versicherungsmodelle (Standard, Hausarzt, HMO, Telemed).",
|
||||
"info_2": "Die Prämienregion (1, 2 oder 3) bestimmt die Prämienhöhe innerhalb eines Kantons — Region 1 ist meist am teuersten.",
|
||||
"info_3": "Für den genauen Prämienvergleich nach Versicherer und Franchise empfehlen wir den offiziellen Rechner auf priminfo.admin.ch.",
|
||||
"source": "Quelle: BAG — ",
|
||||
"vergleich_card_title": "Versicherer vergleichen",
|
||||
"vergleich_card_subtitle": "Granulare Prämien nach Versicherer, Modell und Franchise",
|
||||
"geburtsjahr_label": "Geburtsjahr",
|
||||
"geburtsjahr_placeholder": "z.B. 1990",
|
||||
"modell_label": "Versicherungsmodell",
|
||||
"modell_base": "Standard",
|
||||
"modell_ham": "Hausarzt (HÄM)",
|
||||
"modell_hmo": "HMO",
|
||||
"modell_div": "Andere Modelle",
|
||||
"franchise_label": "Franchise",
|
||||
"unfall_label": "Unfalldeckung",
|
||||
"unfall_ohn": "Ohne Unfall",
|
||||
"unfall_mit": "Mit Unfall",
|
||||
"unfall_note": "Angestellte können die Unfalldeckung weglassen, wenn der Arbeitgeber eine NBU-Versicherung abschliesst.",
|
||||
"vergleich_btn": "Versicherer vergleichen",
|
||||
"col_rank": "#",
|
||||
"col_insurer": "Versicherer",
|
||||
"col_model": "Modell",
|
||||
"col_franchise": "Franchise",
|
||||
"col_premium": "Prämie/Mt.",
|
||||
"cheapest_badge": "Günstigste",
|
||||
"vergleich_data_year": "Prämien {{ year }}",
|
||||
"vergleich_no_results": "Keine Versicherer für diese Kombination gefunden. Andere Modell- oder Franchisewahl versuchen.",
|
||||
"vergleich_hint": "Versicherer, sortiert nach Prämie aufsteigend.",
|
||||
"age_child": "Kind (≤ 18 J.)",
|
||||
"age_young": "Junger Erw. (19–25 J.)",
|
||||
"age_adult": "Erwachsener (≥ 26 J.)"
|
||||
}
|
||||
}
|
||||
|
||||
@@ -136,17 +136,6 @@
|
||||
"transactions": "Transactions",
|
||||
"deadlines": "Deadlines"
|
||||
},
|
||||
"sidebar": {
|
||||
"dashboard": "Dashboard",
|
||||
"budgets": "Budgets",
|
||||
"fixed_costs": "Fixed Costs",
|
||||
"expenses": "Expenses",
|
||||
"calendar": "Calendar",
|
||||
"financial_year": "Annual Planning",
|
||||
"accounts": "Accounts",
|
||||
"revenue_accounts": "Revenue Accounts",
|
||||
"transactions": "Transactions"
|
||||
},
|
||||
"dashboard": {
|
||||
"title": "Dashboard",
|
||||
"subtitle": "Financial overview",
|
||||
@@ -346,74 +335,6 @@
|
||||
"ZG": "Zug",
|
||||
"ZH": "Zuerich"
|
||||
},
|
||||
"household": {
|
||||
"title": "Household",
|
||||
"none": "You are not part of any household yet.",
|
||||
"none_hint": "Create a shared household or wait for an invitation.",
|
||||
"create": "Create Household",
|
||||
"create_title": "New Household",
|
||||
"label_name": "Household Name",
|
||||
"placeholder_name": "e.g. Smith Family",
|
||||
"created_by": "Created by",
|
||||
"members": "Members",
|
||||
"invite": "Invite",
|
||||
"invite_email": "Email Address",
|
||||
"invite_placeholder": "user@example.com",
|
||||
"send": "Send Invitation",
|
||||
"status_active": "Active",
|
||||
"status_pending": "Pending",
|
||||
"status_left": "Left",
|
||||
"role_admin": "Admin",
|
||||
"role_member": "Member",
|
||||
"make_admin": "Make admin",
|
||||
"remove_admin": "Remove admin",
|
||||
"pending_invitation": "Invitation received",
|
||||
"pending_from": "Invited by",
|
||||
"effective_from": "From year",
|
||||
"accept": "Accept",
|
||||
"leave": "Leave Household",
|
||||
"leave_confirm_title": "Leave Household?",
|
||||
"leave_confirm_text": "You will leave the household at the end of the current year. Past household years remain readable for you.",
|
||||
"you": "you",
|
||||
"founder": "Founder",
|
||||
"error_name_required": "Name is required.",
|
||||
"error_failed": "Operation failed.",
|
||||
"error_email_required": "Email address is required.",
|
||||
"error_not_found": "No user found with this email.",
|
||||
"error_already_member": "User is already a member or has a pending invitation."
|
||||
},
|
||||
"financial_year": {
|
||||
"title": "Annual Planning",
|
||||
"owner_personal": "Personal",
|
||||
"owner_household": "Household",
|
||||
"new_year": "Start New Year",
|
||||
"no_years": "No financial year created yet.",
|
||||
"start_first_year": "Start First Year",
|
||||
"tab_incomes": "Income",
|
||||
"tab_budget_items": "Fixed Costs",
|
||||
"add_income": "Add Income",
|
||||
"add_budget_item": "Add Fixed Cost",
|
||||
"label_name": "Name",
|
||||
"label_amount": "Amount (CHF / Year)",
|
||||
"label_notes": "Notes",
|
||||
"label_active": "Active",
|
||||
"total_income": "Total Income",
|
||||
"total_fixed_costs": "Total Fixed Costs",
|
||||
"disposable": "Disposable",
|
||||
"savings_rate": "Savings Rate",
|
||||
"per_month": "Month",
|
||||
"no_incomes": "No income entries yet.",
|
||||
"no_budget_items": "No fixed cost entries yet.",
|
||||
"confirm_new_year": "Start Year {{ year }}?",
|
||||
"confirm_copy": "Should the new year be pre-filled with data from {{ source }}?",
|
||||
"first_year_hint": "Financial year {{ year }} will be created.",
|
||||
"create_year": "Create Year",
|
||||
"copy_yes": "Yes, copy data",
|
||||
"copy_no": "Start empty",
|
||||
"error_name_required": "Name is required.",
|
||||
"error_amount_invalid": "Please enter a valid amount.",
|
||||
"error_save_failed": "Saving failed."
|
||||
},
|
||||
"profile": {
|
||||
"title": "Profile",
|
||||
"subtitle": "Manage your personal information and settings",
|
||||
@@ -469,5 +390,134 @@
|
||||
"password_too_short": "Password must be at least 8 characters.",
|
||||
"password_failed": "Failed to update password."
|
||||
}
|
||||
},
|
||||
"sidebar": {
|
||||
"dashboard": "Dashboard",
|
||||
"budgets": "Budgets",
|
||||
"fixed_costs": "Fixed Costs",
|
||||
"expenses": "Expenses",
|
||||
"calendar": "Calendar",
|
||||
"accounts": "Accounts",
|
||||
"revenue_accounts": "Revenue Accounts",
|
||||
"transactions": "Transactions",
|
||||
"insurance": "Insurances",
|
||||
"insurance_overview": "Overview",
|
||||
"insurance_documents": "Documents",
|
||||
"insurance_analyse": "Analysis",
|
||||
"insurance_priminfo": "Priminfo"
|
||||
},
|
||||
"insurance": {
|
||||
"title": "Insurances",
|
||||
"subtitle": "Your current insurance coverage — Ist-Situation",
|
||||
"add": "Add Insurance",
|
||||
"create_title": "Add Insurance",
|
||||
"edit_title": "Edit Insurance",
|
||||
"list_title": "Your Insurances",
|
||||
"no_entries": "No insurances recorded yet.",
|
||||
"loading": "Loading...",
|
||||
"kpi_monthly": "Monthly Total",
|
||||
"kpi_count": "Policies",
|
||||
"kpi_covered": "Types Covered",
|
||||
"checklist_title": "Recommended Coverage",
|
||||
"checklist_hint": "These four insurances are the Swiss minimum recommended for every person.",
|
||||
"label_type": "Insurance Type",
|
||||
"label_insurer": "Insurer",
|
||||
"label_policy_number": "Policy Number",
|
||||
"label_premium": "Premium (CHF)",
|
||||
"label_period": "Period",
|
||||
"label_coverage": "Coverage (CHF)",
|
||||
"label_deductible": "Deductible (CHF)",
|
||||
"label_valid_from": "Valid From",
|
||||
"label_valid_until": "Valid Until",
|
||||
"label_notes": "Notes",
|
||||
"placeholder_insurer": "e.g. Helsana, AXA, CSS",
|
||||
"placeholder_policy_number": "e.g. 12345678",
|
||||
"month_short": "mo",
|
||||
"types": {
|
||||
"kvg": "Health Insurance (KVG)",
|
||||
"kk_zusatz": "Supplemental Health",
|
||||
"nbu": "Accident (NBU)",
|
||||
"haftpflicht": "Private Liability",
|
||||
"hausrat": "Household Contents",
|
||||
"mfz": "Vehicle Liability",
|
||||
"rechtsschutz": "Legal Protection",
|
||||
"saule_3a": "Pillar 3a",
|
||||
"leben": "Life Insurance",
|
||||
"reise": "Travel Insurance",
|
||||
"other": "Other"
|
||||
},
|
||||
"period": {
|
||||
"monthly": "Monthly",
|
||||
"quarterly": "Quarterly",
|
||||
"semi_annual": "Semi-annual",
|
||||
"annual": "Annual"
|
||||
}
|
||||
},
|
||||
"insurance_docs": {
|
||||
"title": "Insurance Documents",
|
||||
"subtitle": "Upload and analyse your insurance policies with AI",
|
||||
"coming_soon_title": "PDF Upload & AI Analysis — Coming Soon",
|
||||
"coming_soon_text": "Upload your insurance policies as PDF. The AI (Claude) will extract the most important information automatically."
|
||||
},
|
||||
"insurance_analyse": {
|
||||
"title": "Insurance Analysis",
|
||||
"subtitle": "Soll/Kann — What coverage do you need?",
|
||||
"coming_soon_title": "Coverage Analysis — Coming Soon",
|
||||
"coming_soon_text": "Compare your current coverage with Swiss recommendations and identify gaps.",
|
||||
"tag_soll": "Target Coverage",
|
||||
"tag_gaps": "Coverage Gaps",
|
||||
"tag_recommendations": "Recommendations"
|
||||
},
|
||||
"priminfo": {
|
||||
"title": "Priminfo — KVG Premium Calculator",
|
||||
"subtitle": "Average monthly premiums by postal code, based on FOPH data",
|
||||
"plz_label": "Enter postal code",
|
||||
"plz_placeholder": "e.g. 8001",
|
||||
"plz_hint": "4-digit Swiss postal code",
|
||||
"search": "Search",
|
||||
"region_label": "Premium Region",
|
||||
"col_child": "Children",
|
||||
"col_young": "Young Adults",
|
||||
"col_adult": "Adults",
|
||||
"month": "month",
|
||||
"disclaimer": "Avg. monthly premiums {{ year }} (all insurers, all models). Source: FOPH / Priminfo.",
|
||||
"multi_ort_hint": "This postal code covers multiple municipalities or regions.",
|
||||
"error_not_found": "No data found for this postal code.",
|
||||
"no_results": "No results.",
|
||||
"cta_title": "More details at priminfo.admin.ch",
|
||||
"cta_text": "Annual costs, premium history and supplemental insurance on the official FOPH website.",
|
||||
"cta_btn": "Compare on Priminfo",
|
||||
"info_title": "What does this calculator show?",
|
||||
"info_1": "Premiums are cantonal averages across all insurers and all insurance models (standard, family doctor, HMO, telemedicine).",
|
||||
"info_2": "The premium region (1, 2 or 3) determines the premium level within a canton — region 1 is usually the most expensive.",
|
||||
"info_3": "For a precise comparison by insurer and deductible, we recommend the official calculator at priminfo.admin.ch.",
|
||||
"source": "Source: FOPH — ",
|
||||
"vergleich_card_title": "Compare Insurers",
|
||||
"vergleich_card_subtitle": "Granular premiums by insurer, model and deductible",
|
||||
"geburtsjahr_label": "Year of Birth",
|
||||
"geburtsjahr_placeholder": "e.g. 1990",
|
||||
"modell_label": "Insurance Model",
|
||||
"modell_base": "Standard",
|
||||
"modell_ham": "GP Model (HÄM)",
|
||||
"modell_hmo": "HMO",
|
||||
"modell_div": "Other Models",
|
||||
"franchise_label": "Deductible",
|
||||
"unfall_label": "Accident Coverage",
|
||||
"unfall_ohn": "Without Accident",
|
||||
"unfall_mit": "With Accident",
|
||||
"unfall_note": "Employees can exclude accident coverage if their employer has a non-occupational accident insurance (NBIA).",
|
||||
"vergleich_btn": "Compare Insurers",
|
||||
"col_rank": "#",
|
||||
"col_insurer": "Insurer",
|
||||
"col_model": "Model",
|
||||
"col_franchise": "Deductible",
|
||||
"col_premium": "Premium/Mo.",
|
||||
"cheapest_badge": "Cheapest",
|
||||
"vergleich_data_year": "Premiums {{ year }}",
|
||||
"vergleich_no_results": "No insurers found for this combination. Try a different model or deductible.",
|
||||
"vergleich_hint": "Insurers sorted by premium ascending.",
|
||||
"age_child": "Child (≤ 18 yrs)",
|
||||
"age_young": "Young Adult (19–25 yrs)",
|
||||
"age_adult": "Adult (≥ 26 yrs)"
|
||||
}
|
||||
}
|
||||
|
||||
@@ -136,17 +136,6 @@
|
||||
"transactions": "Transactions",
|
||||
"deadlines": "Échéances"
|
||||
},
|
||||
"sidebar": {
|
||||
"dashboard": "Tableau de bord",
|
||||
"budgets": "Budgets",
|
||||
"fixed_costs": "Charges fixes",
|
||||
"expenses": "Dépenses",
|
||||
"calendar": "Calendrier",
|
||||
"financial_year": "Planification annuelle",
|
||||
"accounts": "Comptes",
|
||||
"revenue_accounts": "Comptes de revenus",
|
||||
"transactions": "Transactions"
|
||||
},
|
||||
"dashboard": {
|
||||
"title": "Tableau de bord",
|
||||
"subtitle": "Aperçu financier",
|
||||
@@ -346,74 +335,6 @@
|
||||
"ZG": "Zoug",
|
||||
"ZH": "Zurich"
|
||||
},
|
||||
"household": {
|
||||
"title": "Ménage",
|
||||
"none": "Vous ne faites encore partie d'aucun ménage.",
|
||||
"none_hint": "Créez un ménage commun ou attendez une invitation.",
|
||||
"create": "Créer un ménage",
|
||||
"create_title": "Nouveau ménage",
|
||||
"label_name": "Nom du ménage",
|
||||
"placeholder_name": "p.ex. Famille Müller",
|
||||
"created_by": "Créé par",
|
||||
"members": "Membres",
|
||||
"invite": "Inviter",
|
||||
"invite_email": "Adresse e-mail",
|
||||
"invite_placeholder": "user@exemple.ch",
|
||||
"send": "Envoyer l'invitation",
|
||||
"status_active": "Actif",
|
||||
"status_pending": "En attente",
|
||||
"status_left": "Parti",
|
||||
"role_admin": "Admin",
|
||||
"role_member": "Membre",
|
||||
"make_admin": "Rendre admin",
|
||||
"remove_admin": "Retirer admin",
|
||||
"pending_invitation": "Invitation reçue",
|
||||
"pending_from": "Invité par",
|
||||
"effective_from": "Dès l'année",
|
||||
"accept": "Accepter",
|
||||
"leave": "Quitter le ménage",
|
||||
"leave_confirm_title": "Quitter le ménage ?",
|
||||
"leave_confirm_text": "Vous quitterez le ménage à la fin de l'année en cours. Les années passées resteront lisibles.",
|
||||
"you": "vous",
|
||||
"founder": "Fondateur",
|
||||
"error_name_required": "Le nom est requis.",
|
||||
"error_failed": "Opération échouée.",
|
||||
"error_email_required": "L'adresse e-mail est requise.",
|
||||
"error_not_found": "Aucun utilisateur trouvé avec cet e-mail.",
|
||||
"error_already_member": "L'utilisateur est déjà membre ou a une invitation en attente."
|
||||
},
|
||||
"financial_year": {
|
||||
"title": "Planification annuelle",
|
||||
"owner_personal": "Personnel",
|
||||
"owner_household": "Ménage",
|
||||
"new_year": "Démarrer une nouvelle année",
|
||||
"no_years": "Aucune année financière créée.",
|
||||
"start_first_year": "Démarrer la première année",
|
||||
"tab_incomes": "Revenus",
|
||||
"tab_budget_items": "Charges fixes",
|
||||
"add_income": "Ajouter un revenu",
|
||||
"add_budget_item": "Ajouter une charge fixe",
|
||||
"label_name": "Désignation",
|
||||
"label_amount": "Montant (CHF / an)",
|
||||
"label_notes": "Notes",
|
||||
"label_active": "Actif",
|
||||
"total_income": "Revenus totaux",
|
||||
"total_fixed_costs": "Charges fixes totales",
|
||||
"disposable": "Disponible",
|
||||
"savings_rate": "Taux d'épargne",
|
||||
"per_month": "mois",
|
||||
"no_incomes": "Aucun revenu enregistré.",
|
||||
"no_budget_items": "Aucune charge fixe enregistrée.",
|
||||
"confirm_new_year": "Démarrer l'année {{ year }} ?",
|
||||
"confirm_copy": "Reprendre les données de {{ source }} pour la nouvelle année ?",
|
||||
"first_year_hint": "L'année financière {{ year }} sera créée.",
|
||||
"create_year": "Créer l'année",
|
||||
"copy_yes": "Oui, reprendre les données",
|
||||
"copy_no": "Démarrer vide",
|
||||
"error_name_required": "La désignation est requise.",
|
||||
"error_amount_invalid": "Veuillez saisir un montant valide.",
|
||||
"error_save_failed": "Échec de l'enregistrement."
|
||||
},
|
||||
"profile": {
|
||||
"title": "Profil",
|
||||
"subtitle": "Gérer vos informations personnelles et paramètres",
|
||||
@@ -469,5 +390,134 @@
|
||||
"password_too_short": "Le mot de passe doit comporter au moins 8 caractères.",
|
||||
"password_failed": "Échec de la mise à jour du mot de passe."
|
||||
}
|
||||
},
|
||||
"sidebar": {
|
||||
"dashboard": "Tableau de bord",
|
||||
"budgets": "Budgets",
|
||||
"fixed_costs": "Charges fixes",
|
||||
"expenses": "Dépenses",
|
||||
"calendar": "Calendrier",
|
||||
"accounts": "Comptes",
|
||||
"revenue_accounts": "Comptes de revenus",
|
||||
"transactions": "Transactions",
|
||||
"insurance": "Assurances",
|
||||
"insurance_overview": "Aperçu",
|
||||
"insurance_documents": "Documents",
|
||||
"insurance_analyse": "Analyse",
|
||||
"insurance_priminfo": "Priminfo"
|
||||
},
|
||||
"insurance": {
|
||||
"title": "Assurances",
|
||||
"subtitle": "Votre couverture d'assurance actuelle — Situation actuelle",
|
||||
"add": "Ajouter une assurance",
|
||||
"create_title": "Nouvelle assurance",
|
||||
"edit_title": "Modifier l'assurance",
|
||||
"list_title": "Vos assurances",
|
||||
"no_entries": "Aucune assurance enregistrée.",
|
||||
"loading": "Chargement...",
|
||||
"kpi_monthly": "Total mensuel",
|
||||
"kpi_count": "Polices",
|
||||
"kpi_covered": "Types couverts",
|
||||
"checklist_title": "Couverture minimale recommandée",
|
||||
"checklist_hint": "Ces quatre assurances constituent le minimum recommandé en Suisse pour chaque personne.",
|
||||
"label_type": "Type d'assurance",
|
||||
"label_insurer": "Assureur",
|
||||
"label_policy_number": "Numéro de police",
|
||||
"label_premium": "Prime (CHF)",
|
||||
"label_period": "Fréquence de paiement",
|
||||
"label_coverage": "Montant assuré (CHF)",
|
||||
"label_deductible": "Franchise (CHF)",
|
||||
"label_valid_from": "Valable dès",
|
||||
"label_valid_until": "Valable jusqu'au",
|
||||
"label_notes": "Remarques",
|
||||
"placeholder_insurer": "ex. Helsana, AXA, CSS",
|
||||
"placeholder_policy_number": "ex. 12345678",
|
||||
"month_short": "mois",
|
||||
"types": {
|
||||
"kvg": "Assurance maladie (LAMal)",
|
||||
"kk_zusatz": "Assurance complémentaire",
|
||||
"nbu": "Accident (LAA)",
|
||||
"haftpflicht": "Responsabilité civile",
|
||||
"hausrat": "Ménage",
|
||||
"mfz": "RC véhicule",
|
||||
"rechtsschutz": "Protection juridique",
|
||||
"saule_3a": "Pilier 3a",
|
||||
"leben": "Assurance vie",
|
||||
"reise": "Assurance voyage",
|
||||
"other": "Autre"
|
||||
},
|
||||
"period": {
|
||||
"monthly": "Mensuel",
|
||||
"quarterly": "Trimestriel",
|
||||
"semi_annual": "Semestriel",
|
||||
"annual": "Annuel"
|
||||
}
|
||||
},
|
||||
"insurance_docs": {
|
||||
"title": "Documents d'assurance",
|
||||
"subtitle": "Téléchargez vos polices et faites-les analyser par l'IA",
|
||||
"coming_soon_title": "Upload PDF & analyse IA — Bientôt disponible",
|
||||
"coming_soon_text": "Téléchargez vos polices d'assurance en PDF. L'IA (Claude) extrait automatiquement les informations les plus importantes."
|
||||
},
|
||||
"insurance_analyse": {
|
||||
"title": "Analyse des assurances",
|
||||
"subtitle": "Cible — Quelle couverture vous faut-il ?",
|
||||
"coming_soon_title": "Analyse de couverture — Bientôt disponible",
|
||||
"coming_soon_text": "Comparez votre situation actuelle avec les recommandations suisses et identifiez les lacunes.",
|
||||
"tag_soll": "Situation cible",
|
||||
"tag_gaps": "Lacunes",
|
||||
"tag_recommendations": "Recommandations"
|
||||
},
|
||||
"priminfo": {
|
||||
"title": "Priminfo — Calculateur de primes LAMal",
|
||||
"subtitle": "Primes mensuelles moyennes par NPA, basées sur les données de l'OFSP",
|
||||
"plz_label": "Entrez votre NPA",
|
||||
"plz_placeholder": "ex. 8001",
|
||||
"plz_hint": "Code postal suisse à 4 chiffres",
|
||||
"search": "Rechercher",
|
||||
"region_label": "Région de primes",
|
||||
"col_child": "Enfants",
|
||||
"col_young": "Jeunes adultes",
|
||||
"col_adult": "Adultes",
|
||||
"month": "mois",
|
||||
"disclaimer": "Primes mensuelles moyennes {{ year }} (tous assureurs, tous modèles). Source : OFSP / Priminfo.",
|
||||
"multi_ort_hint": "Ce NPA couvre plusieurs communes ou régions.",
|
||||
"error_not_found": "Aucune donnée trouvée pour ce NPA.",
|
||||
"no_results": "Aucun résultat.",
|
||||
"cta_title": "Plus de détails sur priminfo.admin.ch",
|
||||
"cta_text": "Coûts annuels, historique des primes et assurances complémentaires sur le site officiel de l'OFSP.",
|
||||
"cta_btn": "Comparer sur Priminfo",
|
||||
"info_title": "Que montre ce calculateur ?",
|
||||
"info_1": "Les primes sont des moyennes cantonales calculées sur l'ensemble des assureurs et des modèles d'assurance (standard, médecin de famille, HMO, télémédecine).",
|
||||
"info_2": "La région de primes (1, 2 ou 3) détermine le niveau des primes au sein d'un canton — la région 1 est généralement la plus chère.",
|
||||
"info_3": "Pour une comparaison précise par assureur et par franchise, nous recommandons le calculateur officiel sur priminfo.admin.ch.",
|
||||
"source": "Source : OFSP — ",
|
||||
"vergleich_card_title": "Comparer les assureurs",
|
||||
"vergleich_card_subtitle": "Primes détaillées par assureur, modèle et franchise",
|
||||
"geburtsjahr_label": "Année de naissance",
|
||||
"geburtsjahr_placeholder": "p.ex. 1990",
|
||||
"modell_label": "Modèle d'assurance",
|
||||
"modell_base": "Standard",
|
||||
"modell_ham": "Médecin de famille",
|
||||
"modell_hmo": "HMO",
|
||||
"modell_div": "Autres modèles",
|
||||
"franchise_label": "Franchise",
|
||||
"unfall_label": "Couverture accidents",
|
||||
"unfall_ohn": "Sans accidents",
|
||||
"unfall_mit": "Avec accidents",
|
||||
"unfall_note": "Les salariés peuvent exclure la couverture accidents si l'employeur a souscrit une assurance LAA.",
|
||||
"vergleich_btn": "Comparer les assureurs",
|
||||
"col_rank": "#",
|
||||
"col_insurer": "Assureur",
|
||||
"col_model": "Modèle",
|
||||
"col_franchise": "Franchise",
|
||||
"col_premium": "Prime/mois",
|
||||
"cheapest_badge": "La moins chère",
|
||||
"vergleich_data_year": "Primes {{ year }}",
|
||||
"vergleich_no_results": "Aucun assureur trouvé pour cette combinaison. Essayez un autre modèle ou une autre franchise.",
|
||||
"vergleich_hint": "Assureurs triés par prime croissante.",
|
||||
"age_child": "Enfant (≤ 18 ans)",
|
||||
"age_young": "Jeune adulte (19–25 ans)",
|
||||
"age_adult": "Adulte (≥ 26 ans)"
|
||||
}
|
||||
}
|
||||
|
||||
@@ -136,17 +136,6 @@
|
||||
"transactions": "Transazioni",
|
||||
"deadlines": "Scadenze"
|
||||
},
|
||||
"sidebar": {
|
||||
"dashboard": "Dashboard",
|
||||
"budgets": "Budget",
|
||||
"fixed_costs": "Costi fissi",
|
||||
"expenses": "Spese",
|
||||
"calendar": "Calendario",
|
||||
"financial_year": "Pianificazione annuale",
|
||||
"accounts": "Conti",
|
||||
"revenue_accounts": "Conti entrate",
|
||||
"transactions": "Transazioni"
|
||||
},
|
||||
"dashboard": {
|
||||
"title": "Dashboard",
|
||||
"subtitle": "Panoramica finanziaria",
|
||||
@@ -346,74 +335,6 @@
|
||||
"ZG": "Zugo",
|
||||
"ZH": "Zurigo"
|
||||
},
|
||||
"household": {
|
||||
"title": "Nucleo familiare",
|
||||
"none": "Non fai ancora parte di nessun nucleo familiare.",
|
||||
"none_hint": "Crea un nucleo familiare condiviso o attendi un invito.",
|
||||
"create": "Crea nucleo familiare",
|
||||
"create_title": "Nuovo nucleo familiare",
|
||||
"label_name": "Nome del nucleo",
|
||||
"placeholder_name": "es. Famiglia Müller",
|
||||
"created_by": "Creato da",
|
||||
"members": "Membri",
|
||||
"invite": "Invita",
|
||||
"invite_email": "Indirizzo e-mail",
|
||||
"invite_placeholder": "user@esempio.ch",
|
||||
"send": "Invia invito",
|
||||
"status_active": "Attivo",
|
||||
"status_pending": "In attesa",
|
||||
"status_left": "Uscito",
|
||||
"role_admin": "Admin",
|
||||
"role_member": "Membro",
|
||||
"make_admin": "Rendi admin",
|
||||
"remove_admin": "Rimuovi admin",
|
||||
"pending_invitation": "Invito ricevuto",
|
||||
"pending_from": "Invitato da",
|
||||
"effective_from": "Dall'anno",
|
||||
"accept": "Accetta",
|
||||
"leave": "Lascia il nucleo",
|
||||
"leave_confirm_title": "Lasciare il nucleo?",
|
||||
"leave_confirm_text": "Lascerai il nucleo alla fine dell'anno in corso. Gli anni passati rimarranno leggibili.",
|
||||
"you": "tu",
|
||||
"founder": "Fondatore",
|
||||
"error_name_required": "Il nome è obbligatorio.",
|
||||
"error_failed": "Operazione non riuscita.",
|
||||
"error_email_required": "L'indirizzo e-mail è obbligatorio.",
|
||||
"error_not_found": "Nessun utente trovato con questa e-mail.",
|
||||
"error_already_member": "L'utente è già membro o ha un invito in sospeso."
|
||||
},
|
||||
"financial_year": {
|
||||
"title": "Pianificazione annuale",
|
||||
"owner_personal": "Personale",
|
||||
"owner_household": "Nucleo familiare",
|
||||
"new_year": "Avvia nuovo anno",
|
||||
"no_years": "Nessun anno finanziario creato.",
|
||||
"start_first_year": "Avvia il primo anno",
|
||||
"tab_incomes": "Entrate",
|
||||
"tab_budget_items": "Costi fissi",
|
||||
"add_income": "Aggiungi entrata",
|
||||
"add_budget_item": "Aggiungi costo fisso",
|
||||
"label_name": "Denominazione",
|
||||
"label_amount": "Importo (CHF / anno)",
|
||||
"label_notes": "Note",
|
||||
"label_active": "Attivo",
|
||||
"total_income": "Entrate totali",
|
||||
"total_fixed_costs": "Costi fissi totali",
|
||||
"disposable": "Disponibile",
|
||||
"savings_rate": "Tasso di risparmio",
|
||||
"per_month": "mese",
|
||||
"no_incomes": "Nessuna entrata registrata.",
|
||||
"no_budget_items": "Nessun costo fisso registrato.",
|
||||
"confirm_new_year": "Avviare l'anno {{ year }}?",
|
||||
"confirm_copy": "Vuoi pre-compilare il nuovo anno con i dati di {{ source }}?",
|
||||
"first_year_hint": "L'anno finanziario {{ year }} verrà creato.",
|
||||
"create_year": "Crea anno",
|
||||
"copy_yes": "Sì, copia i dati",
|
||||
"copy_no": "Inizia vuoto",
|
||||
"error_name_required": "La denominazione è obbligatoria.",
|
||||
"error_amount_invalid": "Inserisci un importo valido.",
|
||||
"error_save_failed": "Salvataggio non riuscito."
|
||||
},
|
||||
"profile": {
|
||||
"title": "Profilo",
|
||||
"subtitle": "Gestisci le tue informazioni personali e impostazioni",
|
||||
@@ -469,5 +390,134 @@
|
||||
"password_too_short": "La password deve contenere almeno 8 caratteri.",
|
||||
"password_failed": "Aggiornamento password fallito."
|
||||
}
|
||||
},
|
||||
"sidebar": {
|
||||
"dashboard": "Dashboard",
|
||||
"budgets": "Budget",
|
||||
"fixed_costs": "Costi fissi",
|
||||
"expenses": "Spese",
|
||||
"calendar": "Calendario",
|
||||
"accounts": "Conti",
|
||||
"revenue_accounts": "Conti entrate",
|
||||
"transactions": "Transazioni",
|
||||
"insurance": "Assicurazioni",
|
||||
"insurance_overview": "Panoramica",
|
||||
"insurance_documents": "Documenti",
|
||||
"insurance_analyse": "Analisi",
|
||||
"insurance_priminfo": "Priminfo"
|
||||
},
|
||||
"insurance": {
|
||||
"title": "Assicurazioni",
|
||||
"subtitle": "La tua copertura assicurativa attuale — Situazione attuale",
|
||||
"add": "Aggiungi assicurazione",
|
||||
"create_title": "Nuova assicurazione",
|
||||
"edit_title": "Modifica assicurazione",
|
||||
"list_title": "Le tue assicurazioni",
|
||||
"no_entries": "Nessuna assicurazione registrata.",
|
||||
"loading": "Caricamento...",
|
||||
"kpi_monthly": "Totale mensile",
|
||||
"kpi_count": "Polizze",
|
||||
"kpi_covered": "Tipi coperti",
|
||||
"checklist_title": "Copertura minima raccomandata",
|
||||
"checklist_hint": "Queste quattro assicurazioni sono il minimo raccomandato in Svizzera per ogni persona.",
|
||||
"label_type": "Tipo di assicurazione",
|
||||
"label_insurer": "Assicuratore",
|
||||
"label_policy_number": "Numero polizza",
|
||||
"label_premium": "Premio (CHF)",
|
||||
"label_period": "Frequenza di pagamento",
|
||||
"label_coverage": "Somma assicurata (CHF)",
|
||||
"label_deductible": "Franchigia (CHF)",
|
||||
"label_valid_from": "Valido dal",
|
||||
"label_valid_until": "Valido fino al",
|
||||
"label_notes": "Note",
|
||||
"placeholder_insurer": "es. Helsana, AXA, CSS",
|
||||
"placeholder_policy_number": "es. 12345678",
|
||||
"month_short": "mese",
|
||||
"types": {
|
||||
"kvg": "Cassa malati (LAMal)",
|
||||
"kk_zusatz": "Assicurazione complementare",
|
||||
"nbu": "Infortuni (LAINF)",
|
||||
"haftpflicht": "Responsabilità civile privata",
|
||||
"hausrat": "Economia domestica",
|
||||
"mfz": "RC veicoli",
|
||||
"rechtsschutz": "Tutela legale",
|
||||
"saule_3a": "Pilastro 3a",
|
||||
"leben": "Assicurazione vita",
|
||||
"reise": "Assicurazione viaggio",
|
||||
"other": "Altro"
|
||||
},
|
||||
"period": {
|
||||
"monthly": "Mensile",
|
||||
"quarterly": "Trimestrale",
|
||||
"semi_annual": "Semestrale",
|
||||
"annual": "Annuale"
|
||||
}
|
||||
},
|
||||
"insurance_docs": {
|
||||
"title": "Documenti assicurativi",
|
||||
"subtitle": "Carica le tue polizze e falle analizzare dall'IA",
|
||||
"coming_soon_title": "Upload PDF & analisi IA — In arrivo",
|
||||
"coming_soon_text": "Carica le tue polizze assicurative in PDF. L'IA (Claude) estrae automaticamente le informazioni più importanti."
|
||||
},
|
||||
"insurance_analyse": {
|
||||
"title": "Analisi assicurativa",
|
||||
"subtitle": "Obiettivo — Di quale copertura hai bisogno?",
|
||||
"coming_soon_title": "Analisi della copertura — In arrivo",
|
||||
"coming_soon_text": "Confronta la tua situazione attuale con le raccomandazioni svizzere e identifica le lacune.",
|
||||
"tag_soll": "Situazione obiettivo",
|
||||
"tag_gaps": "Lacune di copertura",
|
||||
"tag_recommendations": "Raccomandazioni"
|
||||
},
|
||||
"priminfo": {
|
||||
"title": "Priminfo — Calcolatore premi LAMal",
|
||||
"subtitle": "Premi mensili medi per CAP, basati sui dati dell'UFSP",
|
||||
"plz_label": "Inserisci il CAP",
|
||||
"plz_placeholder": "es. 8001",
|
||||
"plz_hint": "Codice postale svizzero a 4 cifre",
|
||||
"search": "Cerca",
|
||||
"region_label": "Regione tariffale",
|
||||
"col_child": "Bambini",
|
||||
"col_young": "Giovani adulti",
|
||||
"col_adult": "Adulti",
|
||||
"month": "mese",
|
||||
"disclaimer": "Premi mensili medi {{ year }} (tutti gli assicuratori, tutti i modelli). Fonte: UFSP / Priminfo.",
|
||||
"multi_ort_hint": "Questo CAP comprende più comuni o regioni.",
|
||||
"error_not_found": "Nessun dato trovato per questo CAP.",
|
||||
"no_results": "Nessun risultato.",
|
||||
"cta_title": "Ulteriori dettagli su priminfo.admin.ch",
|
||||
"cta_text": "Costi annuali, storico dei premi e assicurazioni complementari sul sito ufficiale dell'UFSP.",
|
||||
"cta_btn": "Confronta su Priminfo",
|
||||
"info_title": "Cosa mostra questo calcolatore?",
|
||||
"info_1": "I premi sono medie cantonali calcolate su tutti gli assicuratori e tutti i modelli assicurativi (standard, medico di famiglia, HMO, telemedicina).",
|
||||
"info_2": "La regione tariffale (1, 2 o 3) determina il livello dei premi all'interno di un cantone — la regione 1 è generalmente la più cara.",
|
||||
"info_3": "Per un confronto preciso per assicuratore e franchigia, consigliamo il calcolatore ufficiale su priminfo.admin.ch.",
|
||||
"source": "Fonte: UFSP — ",
|
||||
"vergleich_card_title": "Confronta assicuratori",
|
||||
"vergleich_card_subtitle": "Premi dettagliati per assicuratore, modello e franchigia",
|
||||
"geburtsjahr_label": "Anno di nascita",
|
||||
"geburtsjahr_placeholder": "es. 1990",
|
||||
"modell_label": "Modello assicurativo",
|
||||
"modell_base": "Standard",
|
||||
"modell_ham": "Medico di base",
|
||||
"modell_hmo": "HMO",
|
||||
"modell_div": "Altri modelli",
|
||||
"franchise_label": "Franchigia",
|
||||
"unfall_label": "Copertura infortuni",
|
||||
"unfall_ohn": "Senza infortuni",
|
||||
"unfall_mit": "Con infortuni",
|
||||
"unfall_note": "I dipendenti possono escludere la copertura infortuni se il datore di lavoro ha stipulato un'assicurazione AINF.",
|
||||
"vergleich_btn": "Confronta assicuratori",
|
||||
"col_rank": "#",
|
||||
"col_insurer": "Assicuratore",
|
||||
"col_model": "Modello",
|
||||
"col_franchise": "Franchigia",
|
||||
"col_premium": "Premio/mese",
|
||||
"cheapest_badge": "Più economico",
|
||||
"vergleich_data_year": "Premi {{ year }}",
|
||||
"vergleich_no_results": "Nessun assicuratore trovato per questa combinazione. Provare un altro modello o franchigia.",
|
||||
"vergleich_hint": "Assicuratori ordinati per premio crescente.",
|
||||
"age_child": "Bambino (≤ 18 anni)",
|
||||
"age_young": "Giovane adulto (19–25 anni)",
|
||||
"age_adult": "Adulto (≥ 26 anni)"
|
||||
}
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user