Integrate rough estimate balance

tests/estimate-balance-frontend.test.ts

@@ -0,0 +1,432 @@
+import assert from "node:assert/strict";
+import { describe, it } from "node:test";
+import type { EstimateBalanceSnapshot } from "../src/shared/estimate-balance/estimate-balance.js";
+import {
+  addEstimateGroup,
+  addEstimateRow,
+  createCopyName,
+  createEstimateRow,
+  estimateBalanceFingerprint,
+  moveEstimateGroup,
+  moveEstimateRow,
+  normalizeEstimateSortOrder,
+  removeEstimateGroup,
+  removeEstimateRow,
+  toSaveableEstimateBalance,
+  updateEstimateGroup,
+  updateEstimateRow,
+  validateEstimateBalance,
+} from "../src/frontend/estimate-balance/estimate-balance-document.js";
+import {
+  estimateNumberRanges,
+  formatAmpere,
+  formatDecimalInput,
+  formatDeltaPercent,
+  formatIsoDateGerman,
+  formatKw,
+  formatSignedKw,
+  getTodayIsoDate,
+  parseGermanDecimal,
+} from "../src/frontend/estimate-balance/estimate-balance-format.js";
+import {
+  ApiRequestError,
+  createEstimateBalance,
+  deleteEstimateBalance,
+  getEstimateBalance,
+  getEstimateComparison,
+  isRevisionConflictError,
+  listEstimateBalances,
+  updateEstimateBalance,
+} from "../src/frontend/utils/api.js";
+
+function sequentialIds(prefix = "id") {
+  let next = 0;
+  return () => `${prefix}-${++next}`;
+}
+
+function sampleBalance(): EstimateBalanceSnapshot {
+  return {
+    id: "balance-1",
+    projectId: "project-1",
+    name: "Entwurfsplanung",
+    workStage: "LPH 3",
+    dateIso: "2026-09-26",
+    reserveAvPercent: 20,
+    reserveSvPercent: 10,
+    sortOrder: 0,
+    groups: [
+      {
+        id: "group-410",
+        costGroup: "410",
+        title: "Sanitärtechnik",
+        editor: null,
+        sortOrder: 0,
+        rows: [
+          { ...createEstimateRow(0, () => "row-a"), name: "Hebeanlage", powerPerUnitW: 1200 },
+          { ...createEstimateRow(1, () => "row-b"), name: "Durchlauferhitzer" },
+        ],
+      },
+      {
+        id: "group-440",
+        costGroup: "440",
+        title: "Starkstromanlagen",
+        editor: "ELT",
+        sortOrder: 1,
+        rows: [],
+      },
+    ],
+  };
+}
+
+describe("estimate balance number input", () => {
+  it("accepts a comma as decimal separator", () => {
+    assert.deepEqual(parseGermanDecimal("0,8"), { ok: true, value: 0.8 });
+    assert.deepEqual(parseGermanDecimal(" 1200 "), { ok: true, value: 1200 });
+    assert.deepEqual(parseGermanDecimal(",5"), { ok: true, value: 0.5 });
+    assert.deepEqual(parseGermanDecimal("3,"), { ok: true, value: 3 });
+  });
+
+  it("rejects dots, empty input and garbage", () => {
+    for (const text of ["0.8", "1.200", "", "  ", "abc", "1,2,3", "1e3", "--1"]) {
+      assert.equal(parseGermanDecimal(text).ok, false, text);
+    }
+    const dot = parseGermanDecimal("0.8");
+    assert.equal(dot.ok === false && dot.error.includes("Komma"), true);
+  });
+
+  it("checks the server ranges of the document fields", () => {
+    assert.equal(parseGermanDecimal("-1", estimateNumberRanges.quantity).ok, false);
+    assert.equal(parseGermanDecimal("0", estimateNumberRanges.quantity).ok, true);
+    assert.equal(parseGermanDecimal("1,1", estimateNumberRanges.simultaneityFactor).ok, false);
+    assert.equal(parseGermanDecimal("1", estimateNumberRanges.simultaneityFactor).ok, true);
+    assert.equal(parseGermanDecimal("0", estimateNumberRanges.cosPhi).ok, false);
+    assert.equal(parseGermanDecimal("0,01", estimateNumberRanges.cosPhi).ok, true);
+    assert.equal(parseGermanDecimal("101", estimateNumberRanges.reservePercent).ok, false);
+  });
+
+  it("formats input text so it parses back unchanged", () => {
+    assert.equal(formatDecimalInput(1200), "1200");
+    assert.equal(formatDecimalInput(0.8), "0,8");
+    const parsed = parseGermanDecimal(formatDecimalInput(12345.678));
+    assert.deepEqual(parsed, { ok: true, value: 12345.678 });
+  });
+});
+
+describe("estimate balance display format", () => {
+  it("rounds half away from zero like Excel", () => {
+    assert.equal(formatKw(40.175), "40,18");
+    assert.equal(formatKw(30.24), "30,24");
+    assert.equal(formatKw(1234.5), "1.234,50");
+    assert.equal(formatKw(-0.001), "0,00");
+    assert.equal(formatAmpere(57.75), "57,75");
+    assert.equal(formatAmpere(235.749), "235,75");
+  });
+
+  it("shows signed deltas and percentages", () => {
+    assert.equal(formatSignedKw(1.5), "+1,50");
+    assert.equal(formatSignedKw(-1.825), "-1,83");
+    assert.equal(formatSignedKw(0.001), "0,00");
+    assert.equal(formatDeltaPercent(12.34), "+12,3 %");
+    assert.equal(formatDeltaPercent(-5), "-5,0 %");
+    assert.equal(formatDeltaPercent(null), "–");
+  });
+
+  it("formats dates", () => {
+    assert.equal(formatIsoDateGerman("2026-09-26"), "26.09.2026");
+    assert.equal(formatIsoDateGerman(null), "–");
+    assert.equal(getTodayIsoDate(new Date(2026, 0, 5, 23, 30)), "2026-01-05");
+  });
+});
+
+describe("estimate balance document editing", () => {
+  it("adds rows at the end or after a row with continuous sort orders", () => {
+    const createId = sequentialIds("new");
+    const appended = addEstimateRow(sampleBalance(), "group-410", { createId });
+    assert.equal(appended.rowId, "new-1");
+    assert.deepEqual(
+      appended.balance.groups[0]!.rows.map((row) => [row.id, row.sortOrder]),
+      [["row-a", 0], ["row-b", 1], ["new-1", 2]]
+    );
+    const inserted = addEstimateRow(sampleBalance(), "group-410", {
+      afterRowId: "row-a",
+      createId,
+    });
+    assert.deepEqual(
+      inserted.balance.groups[0]!.rows.map((row) => [row.id, row.sortOrder]),
+      [["row-a", 0], ["new-2", 1], ["row-b", 2]]
+    );
+    const unknownGroup = addEstimateRow(sampleBalance(), "missing", { createId });
+    assert.equal(unknownGroup.rowId, null);
+  });
+
+  it("creates rows with neutral defaults", () => {
+    const row = createEstimateRow(3, () => "row-x");
+    assert.deepEqual(row, {
+      id: "row-x",
+      sortOrder: 3,
+      supply: null,
+      name: "",
+      quantity: 1,
+      unit: "piece",
+      connection: null,
+      powerPerUnitW: 0,
+      simultaneityFactor: 1,
+      cosPhi: 1,
+      safetySupply: false,
+      remark: null,
+    });
+  });
+
+  it("updates, removes and moves rows without touching the input", () => {
+    const original = sampleBalance();
+    const updated = updateEstimateRow(original, "group-410", "row-b", {
+      quantity: 3,
+      safetySupply: true,
+    });
+    assert.equal(updated.groups[0]!.rows[1]!.quantity, 3);
+    assert.equal(updated.groups[0]!.rows[1]!.safetySupply, true);
+    assert.equal(original.groups[0]!.rows[1]!.quantity, 1);
+
+    const removed = removeEstimateRow(original, "group-410", "row-a");
+    assert.deepEqual(
+      removed.groups[0]!.rows.map((row) => [row.id, row.sortOrder]),
+      [["row-b", 0]]
+    );
+
+    const moved = moveEstimateRow(original, "group-410", "row-b", -1);
+    assert.deepEqual(
+      moved.groups[0]!.rows.map((row) => [row.id, row.sortOrder]),
+      [["row-b", 0], ["row-a", 1]]
+    );
+    assert.equal(moveEstimateRow(original, "group-410", "row-a", -1), original);
+  });
+
+  it("adds, edits, moves and removes groups", () => {
+    const added = addEstimateGroup(
+      sampleBalance(),
+      { costGroup: "480", title: "Gebäudeautomation" },
+      () => "group-480"
+    );
+    assert.equal(added.groupId, "group-480");
+    assert.deepEqual(
+      added.balance.groups.map((group) => [group.id, group.sortOrder]),
+      [["group-410", 0], ["group-440", 1], ["group-480", 2]]
+    );
+    assert.equal(added.balance.groups[2]!.editor, null);
+
+    const edited = updateEstimateGroup(added.balance, "group-480", {
+      costGroup: "481",
+      editor: "MSR",
+    });
+    assert.equal(edited.groups[2]!.costGroup, "481");
+    assert.equal(edited.groups[2]!.title, "Gebäudeautomation");
+
+    const movedUp = moveEstimateGroup(edited, "group-480", -1);
+    assert.deepEqual(
+      movedUp.groups.map((group) => [group.id, group.sortOrder]),
+      [["group-410", 0], ["group-480", 1], ["group-440", 2]]
+    );
+    assert.equal(moveEstimateGroup(movedUp, "group-440", 1), movedUp);
+
+    const removed = removeEstimateGroup(movedUp, "group-410");
+    assert.deepEqual(
+      removed.groups.map((group) => [group.id, group.sortOrder]),
+      [["group-480", 0], ["group-440", 1]]
+    );
+    assert.equal(removeEstimateGroup(removed, "missing"), removed);
+  });
+
+  it("orders loaded documents by sortOrder", () => {
+    const balance = sampleBalance();
+    const shuffled: EstimateBalanceSnapshot = {
+      ...balance,
+      groups: [
+        { ...balance.groups[1]!, sortOrder: 7 },
+        {
+          ...balance.groups[0]!,
+          sortOrder: 2,
+          rows: [
+            { ...balance.groups[0]!.rows[1]!, sortOrder: 5 },
+            { ...balance.groups[0]!.rows[0]!, sortOrder: 1 },
+          ],
+        },
+      ],
+    };
+    const normalized = normalizeEstimateSortOrder(shuffled);
+    assert.deepEqual(
+      normalized.groups.map((group) => [group.id, group.sortOrder]),
+      [["group-410", 0], ["group-440", 1]]
+    );
+    assert.deepEqual(
+      normalized.groups[0]!.rows.map((row) => [row.id, row.sortOrder]),
+      [["row-a", 0], ["row-b", 1]]
+    );
+  });
+});
+
+describe("estimate balance saving", () => {
+  it("builds the trimmed server document with null for empty optional texts", () => {
+    let balance = sampleBalance();
+    balance = { ...balance, name: "  Entwurf ", workStage: "  ", dateIso: "" };
+    balance = updateEstimateGroup(balance, "group-440", { title: " Starkstrom ", editor: " " });
+    balance = updateEstimateRow(balance, "group-410", "row-a", {
+      name: " Hebeanlage ",
+      supply: " ELT ",
+      remark: "   ",
+    });
+    const saveable = toSaveableEstimateBalance(balance);
+    assert.equal(saveable.name, "Entwurf");
+    assert.equal(saveable.workStage, null);
+    assert.equal(saveable.dateIso, null);
+    assert.equal(saveable.groups[1]!.title, "Starkstrom");
+    assert.equal(saveable.groups[1]!.editor, null);
+    assert.deepEqual(
+      {
+        name: saveable.groups[0]!.rows[0]!.name,
+        supply: saveable.groups[0]!.rows[0]!.supply,
+        remark: saveable.groups[0]!.rows[0]!.remark,
+      },
+      { name: "Hebeanlage", supply: "ELT", remark: null }
+    );
+  });
+
+  it("copies only snapshot fields", () => {
+    const balance = sampleBalance() as EstimateBalanceSnapshot & { uiState?: string };
+    balance.uiState = "leak";
+    assert.equal("uiState" in toSaveableEstimateBalance(balance), false);
+  });
+
+  it("treats whitespace-only changes as unchanged", () => {
+    const balance = sampleBalance();
+    const withSpace = updateEstimateRow(balance, "group-410", "row-a", {
+      name: "Hebeanlage ",
+    });
+    assert.equal(estimateBalanceFingerprint(withSpace), estimateBalanceFingerprint(balance));
+    const changed = updateEstimateRow(balance, "group-410", "row-a", { quantity: 2 });
+    assert.notEqual(estimateBalanceFingerprint(changed), estimateBalanceFingerprint(balance));
+  });
+
+  it("reports documents the server would reject", () => {
+    assert.deepEqual(validateEstimateBalance(sampleBalance()), []);
+    const invalid = updateEstimateGroup(
+      { ...sampleBalance(), name: "  " },
+      "group-440",
+      { title: " " }
+    );
+    assert.equal(validateEstimateBalance(invalid).length, 2);
+  });
+
+  it("names copies", () => {
+    assert.equal(createCopyName("Entwurfsplanung "), "Entwurfsplanung (Kopie)");
+    assert.equal(createCopyName("x".repeat(200)).length, 200);
+  });
+});
+
+describe("estimate balance frontend API", () => {
+  it("calls the estimate balance endpoints", async () => {
+    const requests: Array<{ url: string; method: string; body: unknown; keepalive?: boolean }> =
+      [];
+    const originalFetch = globalThis.fetch;
+    globalThis.fetch = async (input, init) => {
+      requests.push({
+        url: String(input),
+        method: init?.method ?? "GET",
+        body: init?.body === undefined ? undefined : JSON.parse(String(init.body)),
+        ...(init?.keepalive ? { keepalive: true } : {}),
+      });
+      return new Response(JSON.stringify({}), {
+        status: 200,
+        headers: { "Content-Type": "application/json" },
+      });
+    };
+    try {
+      const balance = sampleBalance();
+      await listEstimateBalances("project-1");
+      await getEstimateBalance("project-1", "balance-1");
+      await createEstimateBalance(
+        "project-1",
+        { name: "Vorplanung", workStage: null, dateIso: "2026-09-26", template: "kg400" },
+        4
+      );
+      await createEstimateBalance(
+        "project-1",
+        { name: "Kopie", template: "copy", copyFromBalanceId: "balance-1" },
+        5
+      );
+      await updateEstimateBalance("project-1", balance, 6);
+      await updateEstimateBalance("project-1", balance, 7, { keepalive: true });
+      await deleteEstimateBalance("project-1", "balance-1", 8);
+      await getEstimateComparison("project-1", "balance-1");
+      const base = "/api/projects/project-1/estimate-balances";
+      assert.deepEqual(requests, [
+        { url: base, method: "GET", body: undefined },
+        { url: `${base}/balance-1`, method: "GET", body: undefined },
+        {
+          url: base,
+          method: "POST",
+          body: {
+            name: "Vorplanung",
+            workStage: null,
+            dateIso: "2026-09-26",
+            template: "kg400",
+            expectedRevision: 4,
+          },
+        },
+        {
+          url: base,
+          method: "POST",
+          body: {
+            name: "Kopie",
+            template: "copy",
+            copyFromBalanceId: "balance-1",
+            expectedRevision: 5,
+          },
+        },
+        {
+          url: `${base}/balance-1`,
+          method: "PUT",
+          body: { expectedRevision: 6, balance },
+        },
+        {
+          url: `${base}/balance-1`,
+          method: "PUT",
+          body: { expectedRevision: 7, balance },
+          keepalive: true,
+        },
+        { url: `${base}/balance-1`, method: "DELETE", body: { expectedRevision: 8 } },
+        { url: `${base}/balance-1/comparison`, method: "GET", body: undefined },
+      ]);
+    } finally {
+      globalThis.fetch = originalFetch;
+    }
+  });
+
+  it("exposes status and code of failed requests", async () => {
+    const originalFetch = globalThis.fetch;
+    globalThis.fetch = async () =>
+      new Response(
+        JSON.stringify({
+          error: "Projektstand veraltet.",
+          code: "PROJECT_REVISION_CONFLICT",
+        }),
+        { status: 409, headers: { "Content-Type": "application/json" } }
+      );
+    try {
+      await assert.rejects(
+        updateEstimateBalance("project-1", sampleBalance(), 1),
+        (error: unknown) => {
+          assert.ok(error instanceof ApiRequestError);
+          assert.equal(error.message, "Projektstand veraltet.");
+          assert.equal(error.status, 409);
+          assert.equal(error.code, "PROJECT_REVISION_CONFLICT");
+          assert.equal(isRevisionConflictError(error), true);
+          return true;
+        }
+      );
+    } finally {
+      globalThis.fetch = originalFetch;
+    }
+    assert.equal(isRevisionConflictError(new ApiRequestError("x", 400)), false);
+    assert.equal(isRevisionConflictError(new Error("x")), false);
+  });
+});

tests/estimate-balance.test.ts

@@ -0,0 +1,458 @@
+import path from "node:path";
+import assert from "node:assert/strict";
+import { describe, it } from "node:test";
+import { migrate } from "drizzle-orm/better-sqlite3/migrator";
+import {
+  createDatabaseContext,
+  type DatabaseContext,
+} from "../src/db/database-context.js";
+import { EstimateBalanceProjectCommandRepository } from "../src/db/repositories/estimate-balance-project-command.repository.js";
+import { EstimateBalanceRepository } from "../src/db/repositories/estimate-balance.repository.js";
+import { ProjectHistoryRepository } from "../src/db/repositories/project-history.repository.js";
+import { circuitDeviceRows } from "../src/db/schema/circuit-device-rows.js";
+import { circuitLists } from "../src/db/schema/circuit-lists.js";
+import { circuitSections } from "../src/db/schema/circuit-sections.js";
+import { circuits } from "../src/db/schema/circuits.js";
+import { distributionBoards } from "../src/db/schema/distribution-boards.js";
+import { estimateRows } from "../src/db/schema/estimate-balances.js";
+import { projects } from "../src/db/schema/projects.js";
+import {
+  createEstimateBalanceDeleteProjectCommand,
+  createEstimateBalanceInsertProjectCommand,
+  createEstimateBalanceSnapshot,
+  createEstimateBalanceUpdateProjectCommand,
+  parseEstimateBalanceSnapshot,
+  type EstimateBalanceProjectCommand,
+} from "../src/estimate-balance/domain/estimate-balance-command.model.js";
+import { createEstimateBalanceRequestSchema } from "../src/estimate-balance/api/estimate-balance-request.schemas.js";
+import {
+  calculateEstimateBalance,
+  calculateEstimateRow,
+  compareEstimateWithDetailed,
+  estimateDefaultGroups,
+  matchEstimateCostGroup,
+  roundEstimateValue,
+  type EstimateBalanceSnapshot,
+  type EstimateRowSnapshot,
+} from "../src/shared/estimate-balance/estimate-balance.js";
+
+const round2 = (value: number) => roundEstimateValue(value, 2);
+let nextId = 0;
+const id = () => `id-${++nextId}`;
+
+function row(
+  name: string,
+  quantity: number,
+  powerPerUnitW: number,
+  simultaneityFactor: number,
+  cosPhi: number,
+  extra: Partial<EstimateRowSnapshot> = {}
+): EstimateRowSnapshot {
+  return {
+    id: id(),
+    sortOrder: 0,
+    supply: "ELT",
+    name,
+    quantity,
+    unit: "piece",
+    connection: null,
+    powerPerUnitW,
+    simultaneityFactor,
+    cosPhi,
+    safetySupply: false,
+    remark: null,
+    ...extra,
+  };
+}
+
+/** All rows of the office example "Leistungsbilanz - KG400" (Entwurfsplanung). */
+function templateExample(): EstimateBalanceSnapshot {
+  const rowsByGroup: Record<string, EstimateRowSnapshot[]> = {
+    "410": [
+      row("Durchlauferhitzer 11kW", 9, 11200, 0.3, 1),
+      row("Durchlauferhitzer 4,4kW", 4, 4400, 0.3, 1),
+    ],
+    "420": [
+      row("Fernwärmestation", 1, 1000, 0.8, 1),
+      row("Pumpen", 4, 200, 0.8, 0.9),
+      row("Schaltschrank Heizung", 1, 2000, 0.8, 1),
+    ],
+    "430": [
+      row("Lüftungsgerät", 1, 6000, 0.8, 0.9),
+      row("Schaltschrank Lüftung", 1, 2000, 0.8, 0.9),
+    ],
+    "434": [
+      row("Kälteaggregat Dach", 1, 1000, 0.8, 1),
+      row("Serverraum Kühlung Aggregat Dach", 1, 2000, 0.8, 1),
+      row("Serverraum Innengerät", 1, 1000, 0.8, 1),
+    ],
+    "440": [
+      row("Beleuchtungsanlage Klassenzimmer", 17, 500, 0.8, 0.95),
+      row("Beleuchtung Allgemein", 50, 45, 0.7, 0.95),
+      row("Außenbeleuchtung", 10, 100, 0.4, 0.95),
+      row("Fassadenbeleuchtung", 20, 60, 0.5, 0.95),
+      row("Beleuchtung MFR", 15, 50, 0.8, 0.95),
+      row("Steckdosen Klassenzimmer", 170, 300, 0.2, 0.95),
+      row("Steckdosen 230 V allg. Verbr.", 100, 500, 0.2, 0.95),
+      row("Veranstaltungstechnik", 1, 4000, 0.5, 0.95),
+      row("Küchentechnische Anlagen", 1, 10000, 0.4, 0.8),
+      row("Sicherheitsbeleuchtung Zentrale", 1, 2000, 0.8, 0.9),
+      row("Spezielle Experimentieranlagen", 1, 6000, 0.4, 0.9),
+    ],
+    "450": [row("EDV Systeme", 5, 3000, 0.8, 0.95)],
+    "460": [row("Aufzug", 1, 16000, 0.7, 0.95)],
+    "470": [row("E-Mobility Vorbereitung", 9, 11000, 0.3, 1)],
+    "480": [],
+    "": [row("Allgemein", 1, 2000, 1, 0.95)],
+  };
+  return {
+    id: "balance-1",
+    projectId: "project-1",
+    name: "Entwurfsplanung",
+    workStage: "LPH 3",
+    dateIso: "2023-06-30",
+    reserveAvPercent: 10,
+    reserveSvPercent: 0,
+    sortOrder: 0,
+    groups: estimateDefaultGroups.map((group, index) => ({
+      id: `group-${group.costGroup || "allg"}`,
+      costGroup: group.costGroup,
+      title: group.title,
+      editor: null,
+      sortOrder: index,
+      rows: rowsByGroup[group.costGroup] ?? [],
+    })),
+  };
+}
+
+function createTestDatabase(): DatabaseContext {
+  const context = createDatabaseContext(":memory:");
+  migrate(context.db, { migrationsFolder: path.resolve("src", "db", "migrations") });
+  context.db
+    .insert(projects)
+    .values([
+      { id: "project-1", name: "Test project" },
+      { id: "project-2", name: "Foreign project" },
+    ])
+    .run();
+  return context;
+}
+
+describe("estimate balance calculation", () => {
+  it("reproduces the office template totals", () => {
+    const result = calculateEstimateBalance(templateExample(), 400);
+    const groupTotals = result.groups.map((group) => [
+      round2(group.av.kw),
+      round2(group.av.kva),
+    ]);
+    assert.deepEqual(groupTotals, [
+      [35.52, 35.52],
+      [3.04, 3.11],
+      [6.4, 7.11],
+      [3.2, 3.2],
+      [40.18, 43.31],
+      [12, 12.63],
+      [11.2, 11.79],
+      [29.7, 29.7],
+      [0, 0],
+      [2, 2.11],
+    ]);
+    assert.equal(round2(result.total.av.kw), 143.24);
+    assert.equal(round2(result.total.av.kva), 148.48);
+    assert.equal(round2(result.reserve.av.kw), 14.32);
+    assert.equal(round2(result.reserve.av.kva), 14.85);
+    assert.equal(round2(result.withReserve.av.kw), 157.56);
+    assert.equal(round2(result.withReserve.av.kva), 163.33);
+    assert.equal(round2(result.maxCurrentA.av), 235.75);
+    assert.equal(result.total.sv.kw, 0);
+    assert.equal(result.maxCurrentA.sv, 0);
+  });
+
+  it("counts safety-supply rows in AV and additionally in SV, also per m²", () => {
+    const area = calculateEstimateRow({
+      quantity: 250,
+      powerPerUnitW: 12,
+      simultaneityFactor: 0.8,
+      cosPhi: 0.95,
+      safetySupply: true,
+    });
+    assert.equal(round2(area.av.kw), 2.4);
+    assert.equal(round2(area.av.kva), 2.53);
+    assert.deepEqual(area.sv, area.av);
+    const balance = templateExample();
+    balance.reserveSvPercent = 20;
+    balance.groups[4]!.rows[9]!.safetySupply = true; // Sicherheitsbeleuchtung Zentrale
+    const result = calculateEstimateBalance(balance, 400);
+    assert.equal(round2(result.total.sv.kw), 1.6);
+    assert.equal(round2(result.withReserve.sv.kw), 1.92);
+    assert.equal(round2(result.total.av.kw), 143.24);
+  });
+
+  it("rounds displayed values like the spreadsheet", () => {
+    assert.equal(roundEstimateValue(40.175), 40.18);
+    assert.equal(roundEstimateValue(143.235), 143.24);
+    assert.equal(roundEstimateValue(-1.825), -1.83);
+    assert.equal(roundEstimateValue(0.711111), 0.71);
+    assert.equal(roundEstimateValue(235.749, 1), 235.7);
+  });
+
+  it("matches detailed cost groups to the most specific estimate group", () => {
+    const codes = ["410", "430", "434", "440", "480", ""];
+    assert.equal(matchEstimateCostGroup("444", codes), "440");
+    assert.equal(matchEstimateCostGroup("434", codes), "434");
+    assert.equal(matchEstimateCostGroup("431", codes), "430");
+    assert.equal(matchEstimateCostGroup("KG 481.1", codes), "480");
+    assert.equal(matchEstimateCostGroup("4", codes), null);
+    assert.equal(matchEstimateCostGroup("", codes), null);
+    assert.equal(matchEstimateCostGroup(null, codes), null);
+    assert.equal(matchEstimateCostGroup("450", codes), null);
+  });
+
+  it("compares the estimate with detailed device rows per cost group", () => {
+    const comparison = compareEstimateWithDetailed(templateExample(), [
+      { costGroup: "444", kw: 30, cosPhi: 0.9 },
+      { costGroup: "445", kw: 12, cosPhi: null },
+      { costGroup: "412", kw: 40, cosPhi: 1 },
+      { costGroup: null, kw: 5, cosPhi: 1 },
+      { costGroup: "399", kw: 1, cosPhi: 1 },
+    ]);
+    const kg440 = comparison.groups.find((group) => group.costGroup === "440")!;
+    assert.equal(round2(kg440.detailed.kw), 42);
+    assert.equal(round2(kg440.detailed.kva), 45.33);
+    assert.equal(kg440.detailedRowCount, 2);
+    assert.ok(Math.abs(kg440.deltaKw - 1.825) < 1e-9);
+    assert.equal(round2(kg440.deltaPercent!), 4.54);
+    const kg410 = comparison.groups.find((group) => group.costGroup === "410")!;
+    assert.equal(round2(kg410.deltaKw), 4.48);
+    const kg480 = comparison.groups.find((group) => group.costGroup === "480")!;
+    assert.equal(kg480.deltaPercent, null);
+    assert.deepEqual(comparison.unassigned, { kw: 6, kva: 6, rowCount: 2 });
+    assert.equal(round2(comparison.total.detailed.kw), 88);
+    assert.equal(round2(comparison.total.estimatedAv.kw), 143.24);
+  });
+});
+
+describe("estimate balance snapshots and commands", () => {
+  it("validates snapshots strictly", () => {
+    const valid = templateExample();
+    assert.equal(parseEstimateBalanceSnapshot(valid).groups[4]!.rows[3]!.sortOrder, 3);
+    const invalid: Array<(balance: EstimateBalanceSnapshot) => void> = [
+      (balance) => (balance.groups[0]!.rows[0]!.cosPhi = 0),
+      (balance) => (balance.groups[0]!.rows[0]!.simultaneityFactor = 1.5),
+      (balance) => (balance.groups[0]!.rows[0]!.quantity = -1),
+      (balance) => (balance.groups[0]!.rows[0]!.name = " Leerzeichen "),
+      (balance) => (balance.groups[0]!.rows[0]!.supply = ""),
+      (balance) => (balance.groups[0]!.title = ""),
+      (balance) => (balance.dateIso = "30.06.2023"),
+      (balance) => (balance.reserveAvPercent = 101),
+      (balance) => (balance.groups[1]!.rows[0]!.id = balance.groups[0]!.rows[0]!.id),
+      (balance) => ((balance.groups[0]!.rows[0] as unknown as Record<string, unknown>).extra = 1),
+    ];
+    for (const mutate of invalid) {
+      const balance = structuredClone(valid);
+      mutate(balance);
+      assert.throws(() => parseEstimateBalanceSnapshot(balance));
+    }
+    assert.equal(
+      createEstimateBalanceRequestSchema.safeParse({
+        expectedRevision: 0,
+        name: "Entwurf",
+        template: "copy",
+      }).success,
+      false
+    );
+  });
+
+  it("creates the KG 400 template and copies a Stand with new ids", () => {
+    const created = createEstimateBalanceSnapshot({
+      projectId: "project-1",
+      name: " Vorplanung ",
+      workStage: "LPH 2",
+      dateIso: "2026-09-26",
+      sortOrder: 0,
+      template: "kg400",
+    });
+    assert.equal(created.name, "Vorplanung");
+    assert.deepEqual(
+      created.groups.map((group) => group.costGroup),
+      estimateDefaultGroups.map((group) => group.costGroup)
+    );
+    assert.equal(created.reserveAvPercent, 10);
+    const source = templateExample();
+    const copy = createEstimateBalanceSnapshot({
+      projectId: "project-1",
+      name: "Entwurfsplanung Kopie",
+      workStage: null,
+      dateIso: null,
+      sortOrder: 1,
+      template: { copyFrom: source },
+    });
+    assert.notEqual(copy.id, source.id);
+    assert.notEqual(copy.groups[0]!.id, source.groups[0]!.id);
+    assert.notEqual(copy.groups[0]!.rows[0]!.id, source.groups[0]!.rows[0]!.id);
+    assert.equal(
+      round2(calculateEstimateBalance(copy, 400).total.av.kw),
+      143.24
+    );
+  });
+
+  it("inserts, updates and deletes balances with persisted undo and redo", () => {
+    const context = createTestDatabase();
+    try {
+      const store = new EstimateBalanceProjectCommandRepository(context.db);
+      const reader = new EstimateBalanceRepository(context.db);
+      const history = new ProjectHistoryRepository(context.db);
+      let revision = 0;
+      const run = (
+        command: EstimateBalanceProjectCommand,
+        source: "user" | "undo" | "redo" = "user"
+      ) => {
+        const step = source === "user" ? null : history.getNextCommand("project-1", source);
+        const result = store.execute({
+          projectId: "project-1",
+          expectedRevision: revision,
+          source,
+          historyTargetChangeSetId: step?.changeSetId,
+          command,
+        });
+        revision += 1;
+        return result;
+      };
+
+      const balance = templateExample();
+      const insert = createEstimateBalanceInsertProjectCommand(balance);
+      const inserted = run(insert);
+      const stored = reader.findById("project-1", balance.id);
+      assert.deepEqual(stored, parseEstimateBalanceSnapshot(balance));
+      assert.equal(reader.listByProject("project-2").length, 0);
+
+      const target = structuredClone(stored!);
+      target.groups[0]!.rows.splice(1, 1);
+      target.groups[0]!.rows[0]!.quantity = 10;
+      target.groups[8]!.rows.push(row("GLT-Schrank", 2, 500, 1, 0.95));
+      target.groups[8]!.editor = "MSR";
+      target.reserveAvPercent = 15;
+      const update = createEstimateBalanceUpdateProjectCommand(stored!, target);
+      const updated = run(update);
+      assert.deepEqual(
+        reader.findById("project-1", balance.id),
+        parseEstimateBalanceSnapshot(target)
+      );
+
+      run(updated.inverse, "undo");
+      assert.deepEqual(reader.findById("project-1", balance.id), stored);
+      run(update, "redo");
+      assert.deepEqual(
+        reader.findById("project-1", balance.id),
+        parseEstimateBalanceSnapshot(target)
+      );
+
+      // A stale expected document is rejected.
+      assert.throws(
+        () => run(createEstimateBalanceUpdateProjectCommand(stored!, { ...stored!, name: "X" })),
+        /changed before update/
+      );
+      assert.throws(
+        () => createEstimateBalanceUpdateProjectCommand(stored!, structuredClone(stored!)),
+        /must change/
+      );
+
+      const current = reader.findById("project-1", balance.id)!;
+      const deleted = run(createEstimateBalanceDeleteProjectCommand(current));
+      assert.equal(reader.findById("project-1", balance.id), null);
+      assert.equal(context.db.select().from(estimateRows).all().length, 0);
+      run(deleted.inverse, "undo");
+      assert.deepEqual(reader.findById("project-1", balance.id), current);
+      // The original insert's inverse no longer matches the edited balance.
+      assert.throws(() => run(inserted.inverse), /changed before deletion/);
+      run(createEstimateBalanceDeleteProjectCommand(current));
+      assert.equal(reader.listByProject("project-1").length, 0);
+
+      assert.throws(
+        () => run(createEstimateBalanceInsertProjectCommand({ ...balance, projectId: "project-2" })),
+        /does not belong to project/
+      );
+    } finally {
+      context.close();
+    }
+  });
+
+  it("sums detailed device rows of all circuit lists of the project", () => {
+    const context = createTestDatabase();
+    try {
+      context.db
+        .insert(distributionBoards)
+        .values({ id: "board-1", projectId: "project-1", name: "UV 1" })
+        .run();
+      context.db
+        .insert(circuitLists)
+        .values({ id: "list-1", projectId: "project-1", distributionBoardId: "board-1", name: "UV 1" })
+        .run();
+      context.db
+        .insert(circuitSections)
+        .values({
+          id: "section-1",
+          circuitListId: "list-1",
+          key: "lighting-1",
+          displayName: "Beleuchtung 1",
+          prefix: "1F1",
+          sortOrder: 0,
+        })
+        .run();
+      context.db
+        .insert(circuits)
+        .values({
+          id: "circuit-1",
+          circuitListId: "list-1",
+          sectionId: "section-1",
+          equipmentIdentifier: "-1F1",
+          displayName: "Licht",
+          sortOrder: 0,
+        })
+        .run();
+      context.db
+        .insert(circuitDeviceRows)
+        .values([
+          {
+            id: "row-1",
+            circuitId: "circuit-1",
+            name: "Leuchte",
+            displayName: "Leuchte",
+            costGroup: "445",
+            quantity: 10,
+            powerPerUnit: 0.05,
+            simultaneityFactor: 0.8,
+            cosPhi: 0.95,
+          },
+          {
+            id: "row-2",
+            circuitId: "circuit-1",
+            name: "Steckdose",
+            displayName: "Steckdose",
+            costGroup: null,
+            quantity: 2,
+            powerPerUnit: 0.2,
+            simultaneityFactor: 0.5,
+            cosPhi: null,
+          },
+        ])
+        .run();
+      const detailed = new EstimateBalanceRepository(context.db).listDetailedDeviceRowPower(
+        "project-1"
+      );
+      assert.deepEqual(
+        detailed.map((entry) => ({ ...entry, kw: round2(entry.kw) })),
+        [
+          { costGroup: "445", kw: 0.4, cosPhi: 0.95 },
+          { costGroup: null, kw: 0.2, cosPhi: null },
+        ]
+      );
+      assert.equal(
+        new EstimateBalanceRepository(context.db).listDetailedDeviceRowPower("project-2").length,
+        0
+      );
+    } finally {
+      context.close();
+    }
+  });
+});

tests/print-view-migration.test.ts

@@ -49,6 +49,9 @@ it("upgrades a populated pre-print database through the current schema without c
     assert.equal(context.sqlite.prepare("SELECT count(*) AS count FROM buildings").get()!.count, 0);
     assert.equal(context.sqlite.prepare("SELECT count(*) AS count FROM document_branding_assets").get()!.count, 0);
     assert.equal(context.sqlite.prepare("SELECT count(*) AS count FROM document_branding_settings").get()!.count, 0);
+    assert.equal(context.sqlite.prepare("SELECT count(*) AS count FROM estimate_balances").get()!.count, 0);
+    assert.equal(context.sqlite.prepare("SELECT count(*) AS count FROM estimate_groups").get()!.count, 0);
+    assert.equal(context.sqlite.prepare("SELECT count(*) AS count FROM estimate_rows").get()!.count, 0);
     assert.deepEqual(context.sqlite.pragma("foreign_key_check"), []);
     assert.equal(context.sqlite.pragma("integrity_check", { simple: true }), "ok");
     migrate(context.db, { migrationsFolder: source });

tests/project-snapshot.repository.test.ts

@@ -11,7 +11,13 @@ import {
 import { DistributionBoardFixtureRepository } from "./support/distribution-board-fixture.js";
 import { ProjectSnapshotRepository } from "../src/db/repositories/project-snapshot.repository.js";
 import { ProjectTransferRepository } from "../src/db/repositories/project-transfer.repository.js";
+import { ProjectStateRestoreCommandRepository } from "../src/db/repositories/project-state-restore-command.repository.js";
 import { readProjectStateSnapshot } from "../src/db/repositories/project-state-snapshot.persistence.js";
+import {
+  deleteEstimateBalance,
+  insertEstimateBalance,
+  readEstimateBalances,
+} from "../src/db/repositories/estimate-balance.persistence.js";
 import { circuitDeviceRows } from "../src/db/schema/circuit-device-rows.js";
 import { circuitLists } from "../src/db/schema/circuit-lists.js";
 import { circuitProtectionDevices } from "../src/db/schema/circuit-protection-devices.js";
@@ -28,8 +34,48 @@ import { projects } from "../src/db/schema/projects.js";
 import { rooms } from "../src/db/schema/rooms.js";
 import { deserializeProjectStateSnapshot } from "../src/domain/models/project-state-snapshot.model.js";
 import { projectStateSnapshotSchemaVersion } from "../src/domain/models/project-state-snapshot.model.js";
+import { createProjectStateRestoreCommand } from "../src/domain/models/project-state-restore-command.model.js";
 import { ProjectRevisionConflictError } from "../src/domain/errors/project-revision-conflict.error.js";
 import { ProjectSnapshotNameConflictError } from "../src/domain/errors/project-snapshot-name-conflict.error.js";
+import { parseEstimateBalanceSnapshot } from "../src/estimate-balance/domain/estimate-balance-command.model.js";
+
+function estimateBalance(projectId: string, suffix = "") {
+  return parseEstimateBalanceSnapshot({
+    id: `estimate${suffix}`,
+    projectId,
+    name: `Vorplanung${suffix}`,
+    workStage: "LPH 2",
+    dateIso: "2026-09-27",
+    reserveAvPercent: 10,
+    reserveSvPercent: 5,
+    sortOrder: 0,
+    groups: [
+      {
+        id: `estimate-group${suffix}`,
+        costGroup: "440",
+        title: "Starkstromanlagen",
+        editor: "Planung",
+        sortOrder: 0,
+        rows: [
+          {
+            id: `estimate-row${suffix}`,
+            sortOrder: 0,
+            supply: "ELT",
+            name: "Beleuchtung",
+            quantity: 100,
+            unit: "area",
+            connection: "fixed",
+            powerPerUnitW: 12,
+            simultaneityFactor: 0.8,
+            cosPhi: 0.95,
+            safetySupply: false,
+            remark: null,
+          },
+        ],
+      },
+    ],
+  });
+}
 
 function createTestDatabase(): DatabaseContext {
   const context = createDatabaseContext(":memory:");
@@ -463,14 +509,41 @@ describe("project snapshot repository", () => {
 });
 
 describe("portable project transfer", () => {
+  it("keeps estimate balances outside normal snapshot restore", () => {
+    const context = createTestDatabase();
+    try {
+      insertEstimateBalance(context.db, estimateBalance("project-1"));
+      const current = readProjectStateSnapshot(context.db, "project-1");
+      assert.ok(current);
+      new ProjectStateRestoreCommandRepository(context.db).execute({
+        projectId: "project-1",
+        expectedRevision: 0,
+        source: "restore",
+        command: createProjectStateRestoreCommand(current.payloadSha256, {
+          ...current.state,
+          project: { ...current.state.project, name: "Restored project" },
+        }),
+      });
+      assert.deepEqual(
+        readEstimateBalances(context.db, "project-1").map((entry) => entry.id),
+        ["estimate"]
+      );
+    } finally {
+      context.close();
+    }
+  });
+
   it("exports and atomically duplicates a complete project with new ids", () => {
     const context = createTestDatabase();
     try {
       context.db.update(projects).set({ siteAddress: "Musterstraße 1", workStage: "LPH 5", projectLead: "Planung", projectEditor: "Test" }).where(eq(projects.id, "project-1")).run();
       context.db.update(distributionBoards).set({ boardNumber: "UV-01", location: "Technik", fedFrom: "HAK", remark: "Prüfstand" }).where(eq(distributionBoards.projectId, "project-1")).run();
+      insertEstimateBalance(context.db, estimateBalance("project-1"));
       const repository = new ProjectTransferRepository(context.db);
       const transfer = repository.exportProject("project-1");
       assert.ok(transfer);
+      assert.equal(transfer.formatVersion, 2);
+      assert.equal(transfer.estimateBalances.length, 1);
       const duplicate = repository.importDuplicate(transfer);
       assert.notEqual(duplicate.projectId, "project-1");
       assert.equal(duplicate.name, "Snapshot-Projekt (Kopie)");
@@ -541,6 +614,18 @@ describe("portable project transfer", () => {
         copied.state.distributionBoards[0].simultaneityFactor,
         0.65
       );
+      const copiedBalances = readEstimateBalances(context.db, duplicate.projectId);
+      assert.equal(copiedBalances.length, 1);
+      assert.notEqual(copiedBalances[0].id, transfer.estimateBalances[0].id);
+      assert.notEqual(
+        copiedBalances[0].groups[0].id,
+        transfer.estimateBalances[0].groups[0].id
+      );
+      assert.notEqual(
+        copiedBalances[0].groups[0].rows[0].id,
+        transfer.estimateBalances[0].groups[0].rows[0].id
+      );
+      assert.equal(copiedBalances[0].groups[0].rows[0].name, "Beleuchtung");
     } finally {
       context.close();
     }
@@ -566,6 +651,14 @@ describe("portable project transfer", () => {
           }),
         /checksum verification failed/
       );
+      assert.throws(
+        () =>
+          repository.importDuplicate({
+            ...transfer,
+            estimateBalances: [estimateBalance("project-1", "-tampered")],
+          }),
+        /checksum verification failed/
+      );
       assert.equal(
         context.db.select().from(projects).all().length,
         1
@@ -575,15 +668,79 @@ describe("portable project transfer", () => {
     }
   });
 
+  it("imports legacy transfer version 1 with no estimate balances", () => {
+    const context = createTestDatabase();
+    try {
+      const snapshot = readProjectStateSnapshot(context.db, "project-1");
+      assert.ok(snapshot);
+      const legacyTransfer = {
+        format: "leistungsbilanz.project",
+        formatVersion: 1,
+        exportedAtIso: "2026-09-27T12:00:00.000Z",
+        payloadSha256: snapshot.payloadSha256,
+        projectState: snapshot.state,
+      };
+      const duplicate = new ProjectTransferRepository(context.db).importDuplicate(
+        legacyTransfer
+      );
+      assert.deepEqual(
+        readEstimateBalances(context.db, duplicate.projectId),
+        []
+      );
+    } finally {
+      context.close();
+    }
+  });
+
+  it("replaces exported estimate balances atomically and restores them on undo", () => {
+    const context = createTestDatabase();
+    try {
+      insertEstimateBalance(context.db, estimateBalance("project-1"));
+      const transferRepository = new ProjectTransferRepository(context.db);
+      const transfer = transferRepository.exportProject("project-1");
+      assert.ok(transfer);
+
+      deleteEstimateBalance(context.db, "project-1", "estimate");
+      insertEstimateBalance(context.db, estimateBalance("project-1", "-changed"));
+      const prepared = transferRepository.prepareReplace("project-1", transfer);
+      assert.ok(prepared);
+      const restored = new ProjectStateRestoreCommandRepository(context.db).execute({
+        projectId: "project-1",
+        expectedRevision: 0,
+        source: "restore",
+        command: prepared.command,
+      });
+      assert.deepEqual(
+        readEstimateBalances(context.db, "project-1").map((entry) => entry.id),
+        ["estimate"]
+      );
+
+      new ProjectStateRestoreCommandRepository(context.db).execute({
+        projectId: "project-1",
+        expectedRevision: 1,
+        source: "undo",
+        historyTargetChangeSetId: restored.revision.changeSetId,
+        command: restored.inverse,
+      });
+      assert.deepEqual(
+        readEstimateBalances(context.db, "project-1").map((entry) => entry.id),
+        ["estimate-changed"]
+      );
+    } finally {
+      context.close();
+    }
+  });
+
   it("rolls back a duplicate when a late project-state insert fails", () => {
     const context = createTestDatabase();
     try {
+      insertEstimateBalance(context.db, estimateBalance("project-1"));
       const repository = new ProjectTransferRepository(context.db);
       const transfer = repository.exportProject("project-1");
       assert.ok(transfer);
       context.sqlite.exec(`
-        CREATE TRIGGER fail_imported_device_row
-        BEFORE INSERT ON circuit_device_rows
+        CREATE TRIGGER fail_imported_estimate_row
+        BEFORE INSERT ON estimate_rows
         BEGIN
           SELECT RAISE(ABORT, 'forced project transfer failure');
         END;