Add SQLite passive income dashboard with Excel import and deployment tools

app/models.py

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+"""Shared validation and cent-exact money formatting."""
+import re
+import unicodedata
+from datetime import date
+from decimal import Decimal, InvalidOperation, ROUND_HALF_UP
+
+CATEGORIES = {'dividend': 'Dividende', 'interest': 'Zinsen', 'distribution': 'Ausschüttung', 'other': 'Sonstiges'}
+ASSET_TYPES = {'stock': 'Aktie', 'etf': 'ETF', 'bond': 'Anleihe', 'crypto': 'Krypto', 'interest': 'Zinskonto', 'other': 'Sonstiges'}
+MONTHS = ['Januar', 'Februar', 'März', 'April', 'Mai', 'Juni', 'Juli', 'August', 'September', 'Oktober', 'November', 'Dezember']
+
+
+def cents(value):
+    text = str(value).strip()
+    if not re.fullmatch(r'-?\d{1,10}(?:[.,]\d{1,2})?', text):
+        raise ValueError('Betrag mit höchstens zwei Nachkommastellen eingeben, ohne Tausendertrennzeichen.')
+    try:
+        number = Decimal(text.replace(',', '.'))
+    except InvalidOperation:
+        raise ValueError('Ungültiger Betrag.') from None
+    if abs(number) > Decimal('999999999.99'):
+        raise ValueError('Betrag ist zu groß.')
+    return int(number * 100)
+
+
+def money(value):
+    return f'{Decimal(value) / 100:,.2f}'.replace(',', '_').replace('.', ',').replace('_', '.') + ' €'
+
+
+def percent(current, previous):
+    if not previous:
+        return None
+    return (Decimal(current - previous) * 100 / abs(Decimal(previous))).quantize(Decimal('.01'), rounding=ROUND_HALF_UP)
+
+
+def percent_text(value):
+    return '–' if value is None else f'{value:.2f}'.replace('.', ',') + ' %'
+
+
+def valid_date(value):
+    if not re.fullmatch(r'\d{4}-\d{2}-\d{2}', str(value)):
+        raise ValueError('Bitte ein gültiges Datum eingeben.')
+    try:
+        return date.fromisoformat(value).isoformat()
+    except ValueError:
+        raise ValueError('Bitte ein gültiges Datum eingeben.') from None
+
+
+def name_key(name):
+    return ''.join(c for c in unicodedata.normalize('NFKC', name).casefold() if c.isalnum())
+
+
+ALIASES = {
+    'msc': 'Main Street Capital', 'mainstreet': 'Main Street Capital', 'mainstreetcapital': 'Main Street Capital',
+    'agnc': 'AGNC', 'agncinvestment': 'AGNC', 'agncinvestmentcorp': 'AGNC',
+    'csw': 'Capital Southwest', 'cswc': 'Capital Southwest', 'capitalsouthwest': 'Capital Southwest',
+    'arcc': 'Ares Capital', 'arescapital': 'Ares Capital', 'realtyincome': 'Realty Income',
+    'enbridge': 'Enbridge', 'bayer': 'Bayer', 'stoxx': 'STOXX Global Select Dividend 100',
+    'stoxxglobalselectdividend100': 'STOXX Global Select Dividend 100',
+    'airbaltic': 'airBaltic', 'pc': 'Prospect Capital', 'psec': 'Prospect Capital',
+    'prospectcapital': 'Prospect Capital', 'komischen26dividende': 'N26 Dividende',
+}
+
+
+def canonical_name(value):
+    name = ' '.join(str(value).split())
+    name = re.sub(r'^(dividende[n]?|ausschüttung)\s+', '', name, flags=re.I)
+    if not name or len(name) > 150:
+        raise ValueError('Positionsname muss zwischen 1 und 150 Zeichen lang sein.')
+    return ALIASES.get(name_key(name), name)