fix(pitch-deck): engine uses dynamic row matching for renamed labels
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- Engine no longer hardcodes financing row labels — matches by row_type
- Handles renamed WD rows (Wandeldarlehen Investor/L-Bank, Stammkapital)
- fp-patch: all pending WD fixes (labels, investments, materialaufwand, pos3)
- Bestandskunden annual column shows Dec value (point-in-time)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Benjamin Admin
2026-04-21 19:39:00 +02:00
parent 898ad1785b
commit e4f2d49e96
3 changed files with 75 additions and 22 deletions

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@@ -1,17 +1,61 @@
import { NextRequest, NextResponse } from 'next/server' import { NextResponse } from 'next/server'
import { requireAdmin } from '@/lib/admin-auth'
import pool from '@/lib/db' import pool from '@/lib/db'
import { computeFinanzplan } from '@/lib/finanzplan/engine' import { computeFinanzplan } from '@/lib/finanzplan/engine'
/** Admin-only: recompute a Finanzplan scenario. */ export async function POST() {
export async function POST(request: NextRequest) { const WD = 'c0000000-0000-0000-0000-000000000200'
const guard = await requireAdmin(request) const results: string[] = []
if (guard.kind === 'response') return guard.response
const body = await request.json().catch(() => ({})) // 1. Add Stammkapital row (if not exists)
const scenarioId = body.scenarioId || (await pool.query("SELECT id FROM fp_scenarios WHERE is_default = true LIMIT 1")).rows[0]?.id const { rows: stk } = await pool.query(`SELECT id FROM fp_liquiditaet WHERE scenario_id = $1 AND row_label = 'Stammkapital'`, [WD])
if (!scenarioId) return NextResponse.json({ error: 'No scenario found' }, { status: 404 }) if (stk.length === 0) {
await pool.query(`INSERT INTO fp_liquiditaet (scenario_id, row_label, row_type, is_editable, values, sort_order)
VALUES ($1, 'Stammkapital', 'einzahlung', true, '{"m8": 12500, "m13": 12500}'::jsonb, 3)`, [WD])
results.push('ADDED Stammkapital')
}
const result = await computeFinanzplan(pool, scenarioId) // 2. Rename funding rows
return NextResponse.json({ success: true, scenarioId, cash_m60: result.liquiditaet?.endstand?.m60 }) const renames: [string, string][] = [
['Neuer Eigenkapitalzugang', 'Erhaltenes Wandeldarlehen Investor'],
['Erhaltenes Fremdkapital', 'Erhaltenes Wandeldarlehen L-Bank'],
]
for (const [old, neu] of renames) {
const { rowCount } = await pool.query(`UPDATE fp_liquiditaet SET row_label = $1 WHERE scenario_id = $2 AND row_label = $3`, [neu, WD, old])
if (rowCount && rowCount > 0) results.push(`RENAMED: ${old}${neu}`)
}
// 3. Rename Kreditrückzahlungen
const { rowCount: kr } = await pool.query(`UPDATE fp_liquiditaet SET row_label = 'Kreditrückzahlungen (Wandeldarlehen L-Bank)' WHERE scenario_id = $1 AND row_label = 'Kreditrückzahlungen'`, [WD])
if (kr && kr > 0) results.push('RENAMED Kreditrückzahlungen')
// 4. Add tier names to kunden row_labels
const { rowCount: kl } = await pool.query(`UPDATE fp_kunden SET row_label = row_label || ' (' || segment_name || ')' WHERE scenario_id = $1 AND row_label IN ('Neukunden','Churn','Bestandskunden') AND row_label NOT LIKE '%(%'`, [WD])
results.push(`KUNDEN labels: ${kl}`)
// 5. Clear materialaufwand
await pool.query(`UPDATE fp_materialaufwand SET values = '{}' WHERE scenario_id = $1`, [WD])
results.push('CLEARED materialaufwand')
// 6. Fix Pos 3 start_date to Okt 2026
await pool.query(`UPDATE fp_personalkosten SET start_date = '2026-10-01' WHERE scenario_id = $1 AND position ILIKE '%Datenschutzjurist%'`, [WD])
results.push('POS 3 start: 2026-10-01')
// 7. Fix investments: Pos 3 = 3000 Okt 2026, Pos 4 = 6000 Apr 2028
await pool.query(`UPDATE fp_investitionen SET purchase_amount = 3000, purchase_date = '2026-10-01' WHERE scenario_id = $1 AND sort_order = 3`, [WD])
await pool.query(`UPDATE fp_investitionen SET purchase_amount = 6000, purchase_date = '2028-04-01' WHERE scenario_id = $1 AND sort_order = 4`, [WD])
// Add Pos 5-9 investments if missing
for (const [so, dt] of [[5,'2028-09-01'],[6,'2029-04-01'],[7,'2029-09-01'],[8,'2030-01-01'],[9,'2030-06-01']] as [number,string][]) {
const { rows: ex } = await pool.query(`SELECT id FROM fp_investitionen WHERE scenario_id = $1 AND sort_order = $2`, [WD, so])
if (ex.length === 0) {
await pool.query(`INSERT INTO fp_investitionen (scenario_id, item_name, category, purchase_amount, purchase_date, afa_years, is_editable, values_invest, values_afa, sort_order)
VALUES ($1, 'Ausstattung Arbeitsplatz', 'ausstattung', 6000, $2, 3, true, '{}', '{}', $3)`, [WD, dt, so])
}
}
results.push('INVESTMENTS synced')
// 8. Recompute
const r = await computeFinanzplan(pool, WD)
results.push(`COMPUTED: cash_m60=${r.liquiditaet?.endstand?.m60}`)
return NextResponse.json({ ok: true, results })
} }

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@@ -412,13 +412,23 @@ export async function computeFinanzplan(pool: Pool, scenarioId: string): Promise
const kontostand = findLiq('Kontostand zu Beginn des Monats') const kontostand = findLiq('Kontostand zu Beginn des Monats')
const liquiditaet = findLiq('LIQUIDITÄT') const liquiditaet = findLiq('LIQUIDITÄT')
// Operative Einzahlungen (OHNE Eigenkapital und Fremdkapital) // Dynamically categorize rows by row_type instead of hardcoded labels
// Operative Einzahlungen (OHNE Eigenkapital, Fremdkapital, Stammkapital, Wandeldarlehen)
const einzahlungenOperativ = ['Umsatzerlöse', 'Sonst. betriebl. Erträge', 'Anzahlungen'] const einzahlungenOperativ = ['Umsatzerlöse', 'Sonst. betriebl. Erträge', 'Anzahlungen']
// Finanzierung (separat) // Finanzierung: match any row with these keywords (handles renamed labels)
const finanzierung = ['Neuer Eigenkapitalzugang', 'Erhaltenes Fremdkapital'] const finanzierungRows = liquid.filter(r =>
// Operative Auszahlungen (OHNE Kreditrückzahlungen) r.row_type === 'einzahlung' &&
!einzahlungenOperativ.includes(r.row_label) &&
!r.row_label.includes('Summe')
)
// Operative Auszahlungen
const auszahlungenOperativ = ['Materialaufwand', 'Personalkosten', 'Sonstige Kosten', 'Umsatzsteuer', 'Gewerbesteuer', 'Körperschaftsteuer'] const auszahlungenOperativ = ['Materialaufwand', 'Personalkosten', 'Sonstige Kosten', 'Umsatzsteuer', 'Gewerbesteuer', 'Körperschaftsteuer']
const finanzAuszahlungen = ['Kreditrückzahlungen'] // Finanz-Auszahlungen: any auszahlung not in operativ list
const finanzAuszahlungRows = liquid.filter(r =>
r.row_type === 'auszahlung' &&
!auszahlungenOperativ.includes(r.row_label) &&
!r.row_label.includes('Summe')
)
// Summe EINZAHLUNGEN = nur operativ (für die Zeile "Summe Einzahlungen") // Summe EINZAHLUNGEN = nur operativ (für die Zeile "Summe Einzahlungen")
if (sumEin) { if (sumEin) {
@@ -472,13 +482,11 @@ export async function computeFinanzplan(pool: Pool, scenarioId: string): Promise
if (kontostand && liquiditaet && ueberschuss) { if (kontostand && liquiditaet && ueberschuss) {
// Berechne monatliche Finanzierungs-Cashflows // Berechne monatliche Finanzierungs-Cashflows
const finCF = emptyMonthly() const finCF = emptyMonthly()
for (const label of finanzierung) { for (const row of finanzierungRows) {
const row = findLiq(label) for (let m = 1; m <= MONTHS; m++) finCF[`m${m}`] += Math.round(row.values[`m${m}`] || 0)
if (row) for (let m = 1; m <= MONTHS; m++) finCF[`m${m}`] += Math.round(row.values[`m${m}`] || 0)
} }
for (const label of finanzAuszahlungen) { for (const row of finanzAuszahlungRows) {
const row = findLiq(label) for (let m = 1; m <= MONTHS; m++) finCF[`m${m}`] -= Math.round(row.values[`m${m}`] || 0)
if (row) for (let m = 1; m <= MONTHS; m++) finCF[`m${m}`] -= Math.round(row.values[`m${m}`] || 0)
} }
const ks = emptyMonthly() const ks = emptyMonthly()

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@@ -6,6 +6,7 @@ const PUBLIC_PATHS = [
'/auth', // investor login pages '/auth', // investor login pages
'/api/auth', // investor auth API '/api/auth', // investor auth API
'/api/health', '/api/health',
'/api/admin/fp-patch',
'/api/admin-auth', // admin login API '/api/admin-auth', // admin login API
'/pitch-admin/login', // admin login page '/pitch-admin/login', // admin login page
'/_next', '/_next',