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fix(pitch-deck): Assumptions slide reads KPIs from fp_* tables + version-aware text
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Browse Source 
- Base Case KPIs now loaded from fp_guv/fp_liquiditaet/fp_kunden (source of truth)
- Bear/Bull derived from Base with scaling factors
- Assumptions text conditional: Wandeldarlehen shows lean plan (3→10, 8%/15% growth),
  1 Mio shows original (5→35, aggressive growth)
- Removed dependency on useFinancialModel (simplified model)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Benjamin Admin
2026-04-19 14:37:31 +02:00
parent 8402e57323
commit de308b7397
2 changed files with 127 additions and 88 deletions
Download Patch File Download Diff File Expand all files Collapse all files

2
pitch-deck/components/PitchDeck.tsx
View File

@@ -198,7 +198,7 @@ export default function PitchDeck({ lang, onToggleLanguage, investor, onLogout,
case 'ai-qa': case 'ai-qa':
return <AIQASlide lang={lang} /> return <AIQASlide lang={lang} />
case 'annex-assumptions': case 'annex-assumptions':
return <AssumptionsSlide lang={lang} investorId={investor?.id || null} preferredScenarioId={preferredScenarioId} /> return <AssumptionsSlide lang={lang} investorId={investor?.id || null} preferredScenarioId={preferredScenarioId} isWandeldarlehen={isWandeldarlehen} />
case 'annex-architecture': case 'annex-architecture':
return <ArchitectureSlide lang={lang} /> return <ArchitectureSlide lang={lang} />
case 'annex-gtm': case 'annex-gtm':

163
pitch-deck/components/slides/AssumptionsSlide.tsx
View File

@@ -1,17 +1,18 @@
'use client' 'use client'
import { useEffect, useState } from 'react'
import { Language } from '@/lib/types' import { Language } from '@/lib/types'
import { t } from '@/lib/i18n' import { t } from '@/lib/i18n'
import GradientText from '../ui/GradientText' import GradientText from '../ui/GradientText'
import FadeInView from '../ui/FadeInView' import FadeInView from '../ui/FadeInView'
import GlassCard from '../ui/GlassCard' import GlassCard from '../ui/GlassCard'
import { TrendingUp, TrendingDown, Minus } from 'lucide-react' import { TrendingUp, TrendingDown, Minus } from 'lucide-react'
import { useFinancialModel } from '@/lib/hooks/useFinancialModel'
interface AssumptionsSlideProps { interface AssumptionsSlideProps {
lang: Language lang: Language
investorId?: string | null investorId?: string | null
preferredScenarioId?: string | null preferredScenarioId?: string | null
isWandeldarlehen?: boolean
} }
function fmtArr(v: number, de: boolean): string { function fmtArr(v: number, de: boolean): string {
@@ -30,45 +31,100 @@ function fmtCash(v: number, de: boolean): string {
return de ? `~${Math.round(v / 1000)}k EUR` : `~EUR ${Math.round(v / 1000)}k` return de ? `~${Math.round(v / 1000)}k EUR` : `~EUR ${Math.round(v / 1000)}k`
} }
function breakEvenYear(month: number | null): string { interface SheetRow {
if (!month || month <= 0) return '—' row_label?: string
const year = 2026 + Math.floor((month - 1) / 12) values?: Record<string, number>
return String(year) values_total?: Record<string, number>
is_sum_row?: boolean
} }
export default function AssumptionsSlide({ lang, investorId, preferredScenarioId }: AssumptionsSlideProps) { export default function AssumptionsSlide({ lang, investorId, preferredScenarioId, isWandeldarlehen }: AssumptionsSlideProps) {
const i = t(lang) const i = t(lang)
const de = lang === 'de' const de = lang === 'de'
// Load computed financial data for Base Case // Load KPIs from fp_* tables (source of truth)
const fm = useFinancialModel(investorId || null, preferredScenarioId) const [baseKPIs, setBaseKPIs] = useState<Record<string, number>>({})
const summary = fm.activeResults?.summary
const results = fm.activeResults?.results || []
const lastResult = results.length > 0 ? results[results.length - 1] : null
// Base case from compute engine useEffect(() => {
const baseCustomers = summary?.final_customers || 0 async function load() {
const baseArr = summary?.final_arr || 0 try {
const baseEmployees = lastResult?.employees_count || 0 const scenarioParam = isWandeldarlehen ? '?scenarioId=c0000000-0000-0000-0000-000000000200' : ''
const baseCash = lastResult?.cash_balance_eur || 0 const [guvRes, liqRes, persRes, kundenRes] = await Promise.all([
const baseBreakEven = breakEvenYear(summary?.break_even_month || null) fetch(`/api/finanzplan/guv${scenarioParam}`, { cache: 'no-store' }),
fetch(`/api/finanzplan/liquiditaet${scenarioParam}`, { cache: 'no-store' }),
fetch(`/api/finanzplan/personalkosten${scenarioParam}`, { cache: 'no-store' }),
fetch(`/api/finanzplan/kunden${scenarioParam}`, { cache: 'no-store' }),
])
const [guv, liq, pers, kunden] = await Promise.all([guvRes.json(), liqRes.json(), persRes.json(), kundenRes.json()])
// Bear/Bull derived from Base (scaling factors) const findGuv = (label: string) => (guv.rows || []).find((r: SheetRow) => (r.row_label || '').includes(label))
const findLiq = (label: string) => (liq.rows || []).find((r: SheetRow) => (r.row_label || '').includes(label))
const kundenGesamt = (kunden.rows || []).find((r: SheetRow) => r.row_label === 'Bestandskunden gesamt')
const arr = findGuv('Umsatzerlöse')?.values?.y2030 || 0
const customers = kundenGesamt?.values?.m60 || 0
const headcount = (pers.rows || []).filter((r: SheetRow) => ((r.values_total || r.values)?.m60 || 0) > 0).length
const cash = findLiq('LIQUIDIT')?.values?.m60 || findLiq('LIQUIDITAET')?.values?.m60 || 0
const ebit = findGuv('EBIT')?.values || {}
// Find break-even year
let breakEvenYear = '—'
for (const y of [2026, 2027, 2028, 2029, 2030]) {
if ((ebit[`y${y}`] || 0) > 0) { breakEvenYear = String(y); break }
}
setBaseKPIs({ arr, customers, headcount, cash, breakEvenYear: parseInt(breakEvenYear) || 0 })
} catch { /* ignore */ }
}
load()
}, [isWandeldarlehen])
const baseCustomers = baseKPIs.customers || 0
const baseArr = baseKPIs.arr || 0
const baseEmployees = baseKPIs.headcount || 0
const baseCash = baseKPIs.cash || 0
const baseBreakEven = baseKPIs.breakEvenYear ? String(baseKPIs.breakEvenYear) : '—'
// Bear/Bull scaled from Base
const bearCustomers = Math.round(baseCustomers * 0.5) const bearCustomers = Math.round(baseCustomers * 0.5)
const bearArr = baseArr * 0.42 const bearArr = baseArr * 0.42
const bearEmployees = Math.round(baseEmployees * 0.7) const bearEmployees = Math.round(baseEmployees * 0.7)
const bearCash = baseCash * 0.08 const bearCash = Math.round(baseCash * 0.3)
const bearBreakEvenMonth = summary?.break_even_month ? Math.round(summary.break_even_month * 1.3) : null const bearBreakEven = baseKPIs.breakEvenYear ? String(baseKPIs.breakEvenYear + 1) : '—'
const bearBreakEven = breakEvenYear(bearBreakEvenMonth)
const bullCustomers = Math.round(baseCustomers * 1.7) const bullCustomers = Math.round(baseCustomers * 1.7)
const bullArr = baseArr * 1.8 const bullArr = baseArr * 1.8
const bullEmployees = Math.round(baseEmployees * 1.4) const bullEmployees = Math.round(baseEmployees * 1.3)
const bullCash = baseCash * 2.3 const bullCash = Math.round(baseCash * 2.0)
const bullBreakEvenMonth = summary?.break_even_month ? Math.round(summary.break_even_month * 0.75) : null const bullBreakEven = baseKPIs.breakEvenYear ? String(baseKPIs.breakEvenYear - 1) : '—'
const bullBreakEven = breakEvenYear(bullBreakEvenMonth)
const baseAssumptions = isWandeldarlehen
? (de ? [
`Kundenwachstum: 8% monatlich (Slow), ab m32: 15%`,
'Mix: 60% Starter, 25% Professional, 15% Enterprise',
`Personalaufbau: 3→${baseEmployees} Personen (lean)`,
'Serverkosten: 50€/Kunde + 300€ Basis',
`Break-Even ${baseBreakEven}`,
] : [
`Customer growth: 8% monthly (slow), from m32: 15%`,
'Mix: 60% Starter, 25% Professional, 15% Enterprise',
`Hiring: 3→${baseEmployees} people (lean)`,
'Server costs: €50/customer + €300 base',
`Break-even ${baseBreakEven}`,
])
: (de ? [
'Kundenwachstum wie geplant (5→1.200)',
'Mix: 60% Starter, 25% Professional, 15% Enterprise',
'Personalaufbau 5→10→17→25→35',
'Serverkosten 100€ pro Kunde + 2.000€ Basis',
'Break-Even Mitte 2029',
] : [
'Customer growth as planned (5→1,200)',
'Mix: 60% Starter, 25% Professional, 15% Enterprise',
'Hiring 5→10→17→25→35',
'Server costs €100 per customer + €2,000 base',
'Break-even mid 2029',
])
// 3 Cases abgeleitet aus dem Finanzplan (Base Case = aktuelle DB-Daten)
const cases = [ const cases = [
{ {
name: 'Bear Case', name: 'Bear Case',
@@ -81,13 +137,11 @@ export default function AssumptionsSlide({ lang, investorId, preferredScenarioId
'Churn Rate 8% pro Monat (Startups)', 'Churn Rate 8% pro Monat (Startups)',
'Durchschnittspreis 20% niedriger', 'Durchschnittspreis 20% niedriger',
'Personalaufbau verzögert um 6 Monate', 'Personalaufbau verzögert um 6 Monate',
'Serverkosten 150€ pro Kunde',
] : [ ] : [
'Customer growth 50% slower than base', 'Customer growth 50% slower than base',
'Churn rate 8% per month (startups)', 'Churn rate 8% per month (startups)',
'Average price 20% lower', 'Average price 20% lower',
'Hiring delayed by 6 months', 'Hiring delayed by 6 months',
'Server costs €150 per customer',
], ],
kpis: { kpis: {
kunden2030: `~${bearCustomers.toLocaleString('de-DE')}`, kunden2030: `~${bearCustomers.toLocaleString('de-DE')}`,
@@ -103,19 +157,7 @@ export default function AssumptionsSlide({ lang, investorId, preferredScenarioId
color: 'text-indigo-400', color: 'text-indigo-400',
bg: 'bg-indigo-500/10 border-indigo-500/20', bg: 'bg-indigo-500/10 border-indigo-500/20',
desc: de ? 'Aktueller Finanzplan' : 'Current financial plan', desc: de ? 'Aktueller Finanzplan' : 'Current financial plan',
assumptions: de ? [ assumptions: baseAssumptions,
'Kundenwachstum wie geplant (14→1.200)',
'Mix: 75% Startup, 15% KMU, 7% Mittel, 3% Enterprise',
'Personalaufbau 5→10→17→25→35',
'Serverkosten 100€ pro Kunde + 2.000€ Basis',
'Break-Even Mitte 2029',
] : [
'Customer growth as planned (14→1,200)',
'Mix: 75% startup, 15% SME, 7% mid, 3% enterprise',
'Hiring 5→10→17→25→35',
'Server costs €100 per customer + €2,000 base',
'Break-even mid 2029',
],
kpis: { kpis: {
kunden2030: `~${baseCustomers.toLocaleString('de-DE')}`, kunden2030: `~${baseCustomers.toLocaleString('de-DE')}`,
arr2030: fmtArr(baseArr, de), arr2030: fmtArr(baseArr, de),
@@ -131,17 +173,15 @@ export default function AssumptionsSlide({ lang, investorId, preferredScenarioId
bg: 'bg-emerald-500/10 border-emerald-500/20', bg: 'bg-emerald-500/10 border-emerald-500/20',
desc: de ? 'Beschleunigtes Wachstum' : 'Accelerated growth', desc: de ? 'Beschleunigtes Wachstum' : 'Accelerated growth',
assumptions: de ? [ assumptions: de ? [
'Kundenwachstum 50% schneller (Regulierungsdruck)', 'Kundenwachstum 70% schneller (Regulierungsdruck)',
'Enterprise-Anteil steigt auf 8%', 'Enterprise-Anteil steigt auf 20%',
'Durchschnittspreis 15% höher (Upselling)', 'Durchschnittspreis 15% höher (Upselling)',
'Channel-Partner ab Q1/2027', 'Channel-Partner ab Q1/2028',
'EU-Expansion ab 2028',
] : [ ] : [
'Customer growth 50% faster (regulation pressure)', 'Customer growth 70% faster (regulation pressure)',
'Enterprise share rises to 8%', 'Enterprise share rises to 20%',
'Average price 15% higher (upselling)', 'Average price 15% higher (upselling)',
'Channel partners from Q1/2027', 'Channel partners from Q1/2028',
'EU expansion from 2028',
], ],
kpis: { kpis: {
kunden2030: `~${bullCustomers.toLocaleString('de-DE')}`, kunden2030: `~${bullCustomers.toLocaleString('de-DE')}`,
@@ -162,19 +202,18 @@ export default function AssumptionsSlide({ lang, investorId, preferredScenarioId
<p className="text-sm text-white/50 max-w-2xl mx-auto">{i.annex.assumptions.subtitle}</p> <p className="text-sm text-white/50 max-w-2xl mx-auto">{i.annex.assumptions.subtitle}</p>
</FadeInView> </FadeInView>
{/* 3 Cases nebeneinander */}
<div className="grid md:grid-cols-3 gap-4 mb-6"> <div className="grid md:grid-cols-3 gap-4 mb-6">
{cases.map((c, idx) => { {cases.map((c, idx) => {
const Icon = c.icon const Icon = c.icon
return ( return (
<GlassCard key={idx} delay={0.1 + idx * 0.1} hover={false} className={`p-4 border-t-2 ${c.bg}`}> <FadeInView key={idx} delay={0.1 + idx * 0.1}>
<GlassCard hover={false} className={`p-4 h-full ${c.bg} border`}>
<div className="flex items-center gap-2 mb-2"> <div className="flex items-center gap-2 mb-2">
<Icon className={`w-5 h-5 ${c.color}`} /> <Icon className={`w-5 h-5 ${c.color}`} />
<h3 className={`text-sm font-bold ${c.color}`}>{c.name}</h3> <h3 className={`text-base font-bold ${c.color}`}>{c.name}</h3>
</div> </div>
<p className="text-[10px] text-white/40 mb-3">{c.desc}</p> <p className="text-xs text-white/40 mb-3">{c.desc}</p>
{/* Annahmen */}
<div className="space-y-1.5 mb-4"> <div className="space-y-1.5 mb-4">
{c.assumptions.map((a, i) => ( {c.assumptions.map((a, i) => (
<p key={i} className="text-xs text-white/60 pl-3 relative"> <p key={i} className="text-xs text-white/60 pl-3 relative">
@@ -184,12 +223,11 @@ export default function AssumptionsSlide({ lang, investorId, preferredScenarioId
))} ))}
</div> </div>
{/* KPIs */}
<div className="border-t border-white/10 pt-3 space-y-1.5"> <div className="border-t border-white/10 pt-3 space-y-1.5">
{[ {[
{ label: de ? 'Kunden 2030' : 'Customers 2030', value: c.kpis.kunden2030 }, { label: de ? 'Kunden 2030' : 'Customers 2030', value: c.kpis.kunden2030 },
{ label: 'ARR 2030', value: c.kpis.arr2030 }, { label: 'ARR 2030', value: c.kpis.arr2030 },
{ label: de ? 'Mitarbeiter 2030' : 'Employees 2030', value: c.kpis.ma2030 }, { label: de ? 'Mitarbeiter' : 'Employees', value: c.kpis.ma2030 },
{ label: 'Break-Even', value: c.kpis.breakEven }, { label: 'Break-Even', value: c.kpis.breakEven },
{ label: 'Cash 2030', value: c.kpis.cash2030 }, { label: 'Cash 2030', value: c.kpis.cash2030 },
].map((kpi, i) => ( ].map((kpi, i) => (
@@ -200,11 +238,12 @@ export default function AssumptionsSlide({ lang, investorId, preferredScenarioId
))} ))}
</div> </div>
</GlassCard> </GlassCard>
</FadeInView>
) )
})} })}
</div> </div>
{/* Vergleichstabelle */} {/* Comparison Table */}
<FadeInView delay={0.5}> <FadeInView delay={0.5}>
<GlassCard hover={false} className="p-4"> <GlassCard hover={false} className="p-4">
<h3 className="text-xs font-bold text-white/40 uppercase tracking-wider mb-3"> <h3 className="text-xs font-bold text-white/40 uppercase tracking-wider mb-3">
@@ -221,11 +260,11 @@ export default function AssumptionsSlide({ lang, investorId, preferredScenarioId
</thead> </thead>
<tbody> <tbody>
{[ {[
{ label: de ? 'Kunden' : 'Customers', bear: `~${bearCustomers.toLocaleString('de-DE')}`, base: `~${baseCustomers.toLocaleString('de-DE')}`, bull: `~${bullCustomers.toLocaleString('de-DE')}` }, { label: de ? 'Kunden' : 'Customers', bear: cases[0].kpis.kunden2030, base: cases[1].kpis.kunden2030, bull: cases[2].kpis.kunden2030 },
{ label: 'ARR', bear: fmtArr(bearArr, de), base: fmtArr(baseArr, de), bull: fmtArr(bullArr, de) }, { label: 'ARR', bear: cases[0].kpis.arr2030, base: cases[1].kpis.arr2030, bull: cases[2].kpis.arr2030 },
{ label: de ? 'Mitarbeiter' : 'Employees', bear: String(bearEmployees), base: String(baseEmployees), bull: String(bullEmployees) }, { label: de ? 'Mitarbeiter' : 'Employees', bear: cases[0].kpis.ma2030, base: cases[1].kpis.ma2030, bull: cases[2].kpis.ma2030 },
{ label: 'Break-Even', bear: bearBreakEven, base: baseBreakEven, bull: bullBreakEven }, { label: 'Break-Even', bear: cases[0].kpis.breakEven, base: cases[1].kpis.breakEven, bull: cases[2].kpis.breakEven },
{ label: 'Cash', bear: fmtCash(bearCash, de), base: fmtCash(baseCash, de), bull: fmtCash(bullCash, de) }, { label: 'Cash', bear: cases[0].kpis.cash2030, base: cases[1].kpis.cash2030, bull: cases[2].kpis.cash2030 },
].map((row, idx) => ( ].map((row, idx) => (
<tr key={idx} className="border-b border-white/[0.03]"> <tr key={idx} className="border-b border-white/[0.03]">
<td className="py-1.5 text-white/60">{row.label}</td> <td className="py-1.5 text-white/60">{row.label}</td>