Reisacher-Forderung/app/forderung_summary.py

from sqlalchemy import text
from sqlalchemy.orm import Session

CURRENT_SUMMARY_SQL = text("""
    SELECT TOP 1 Beleg_Nr, Beleg_Datum, Kunde_Text, Beleg_Betrag, Beleg_Offen
    FROM dbo.Forderungen_Kopf
    WHERE Client_DB = :client_db AND Beleg_Nr = :beleg_nr
    """)

HISTORY_SUMMARY_SQL = text("""
    SELECT TOP 1 Beleg_Nr, Beleg_Datum, Auszifferung_Datum
    FROM dbo.Forderungen_Historie
    WHERE Client_DB = :client_db AND Beleg_Nr = :beleg_nr
    ORDER BY Auszifferung_Datum DESC, Beleg_Datum DESC
    """)


def get_forderung_summary(db: Session, client_db: str, beleg_nr: str) -> dict:
    """Explicitly permitted minimal information, independent of the detail scope."""
    params = {"client_db": client_db, "beleg_nr": beleg_nr}
    current = db.execute(CURRENT_SUMMARY_SQL, params).mappings().first()
    if current is not None:
        return {"kind": "open", "forderung": dict(current)}
    historical = db.execute(HISTORY_SUMMARY_SQL, params).mappings().first()
    if historical is not None:
        return {"kind": "settled", "forderung": dict(historical)}
    return {"kind": "missing", "forderung": None}