feat: add scenarios list page with metrics and quick actions
- Introduced a new template for listing scenarios associated with a project. - Added metrics for total, active, draft, and archived scenarios. - Implemented quick actions for creating new scenarios and reviewing project overview. - Enhanced navigation with breadcrumbs for better user experience. refactor: update Opex and Profitability templates for consistency - Changed titles and button labels for clarity in Opex and Profitability templates. - Updated form IDs and action URLs for better alignment with new naming conventions. - Improved navigation links to include scenario and project overviews. test: add integration tests for Opex calculations - Created new tests for Opex calculation HTML and JSON flows. - Validated successful calculations and ensured correct data persistence. - Implemented tests for currency mismatch and unsupported frequency scenarios. test: enhance project and scenario route tests - Added tests to verify scenario list rendering and calculator shortcuts. - Ensured scenario detail pages link back to the portfolio correctly. - Validated project detail pages show associated scenarios accurately.
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changelog.md
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changelog.md
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## 2025-11-13
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- Finalised the financial data import/export templates by inventorying required fields, defining CSV column specs with validation rules, drafting Excel workbook layouts, documenting end-user workflows in `calminer-docs/userguide/data_import_export.md`, and recording stakeholder review steps alongside updated TODO/DONE tracking.
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- Scoped profitability calculator UI under the scenario hierarchy by adding `/calculations/projects/{project_id}/scenarios/{scenario_id}/profitability` GET/POST handlers, updating scenario templates and sidebar navigation to link to the new route, and extending `tests/test_project_scenario_routes.py` with coverage for the scenario path plus legacy redirect behaviour (module run: 14 passed).
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- Extended scenario frontend regression coverage by updating `tests/test_project_scenario_routes.py` to assert project/scenario breadcrumbs and calculator navigation, normalising escaped URLs, and re-running the module tests (13 passing).
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- Cleared FastAPI and Pydantic deprecation warnings by migrating `scripts/init_db.py` to `@field_validator`, replacing the `main.py` startup hook with a lifespan handler, auditing template response call signatures, confirming HTTP 422 constant usage, and re-running the full pytest suite to ensure a clean warning slate.
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- Delivered the initial capex planner end-to-end: added scaffolded UI in `templates/scenarios/capex.html`, wired GET/POST handlers through `routes/calculations.py`, implemented calculation logic plus snapshot persistence in `services/calculations.py` and `models/capex_snapshot.py`, updated navigation links, and introduced unit tests in `tests/services/test_calculations_capex.py`.
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- Updated UI navigation to surface the processing opex planner by adding the sidebar link in `templates/partials/sidebar_nav.html`, wiring a scenario detail action in `templates/scenarios/detail.html`.
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- Completed manual validation of the Initial Capex Planner UI flows (sidebar entry, scenario deep link, validation errors, successful calculation) with results captured in `manual_tests/initial_capex.md`, documented snapshot verification steps, and noted the optional JSON client check for future follow-up.
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- Added processing opex calculation unit tests in `tests/services/test_calculations_processing_opex.py` covering success metrics, currency validation, frequency enforcement, and evaluation horizon extension.
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- Documented the Processing Opex Planner workflow in `calminer-docs/userguide/processing_opex_planner.md`, linked it from the user guide index, extended `calminer-docs/architecture/08_concepts/02_data_model.md` with snapshot coverage, and captured the completion in `.github/instructions/DONE.md`.
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- Implemented processing opex integration coverage in `tests/integration/test_processing_opex_calculations.py`, exercising HTML and JSON flows, verifying snapshot persistence, and asserting currency mismatch handling for form and API submissions.
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- Executed the full pytest suite with coverage (211 tests) to confirm no regressions or warnings after the processing opex documentation updates.
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- Delivered the capex planner end-to-end: added scaffolded UI in `templates/scenarios/capex.html`, wired GET/POST handlers through `routes/calculations.py`, implemented calculation logic plus snapshot persistence in `services/calculations.py` and `models/capex_snapshot.py`, updated navigation links, and introduced unit tests in `tests/services/test_calculations_capex.py`.
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- Updated UI navigation to surface the opex planner by adding the sidebar link in `templates/partials/sidebar_nav.html`, wiring a scenario detail action in `templates/scenarios/detail.html`.
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- Completed manual validation of the Capex Planner UI flows (sidebar entry, scenario deep link, validation errors, successful calculation) with results captured in `manual_tests/capex.md`, documented snapshot verification steps, and noted the optional JSON client check for future follow-up.
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- Added opex calculation unit tests in `tests/services/test_calculations_opex.py` covering success metrics, currency validation, frequency enforcement, and evaluation horizon extension.
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- Documented the Opex Planner workflow in `calminer-docs/userguide/opex_planner.md`, linked it from the user guide index, extended `calminer-docs/architecture/08_concepts/02_data_model.md` with snapshot coverage, and captured the completion in `.github/instructions/DONE.md`.
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- Implemented opex integration coverage in `tests/integration/test_opex_calculations.py`, exercising HTML and JSON flows, verifying snapshot persistence, and asserting currency mismatch handling for form and API submissions.
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- Executed the full pytest suite with coverage (211 tests) to confirm no regressions or warnings after the opex documentation updates.
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- Completed the navigation sidebar API migration by finalising the database-backed service, refactoring `templates/partials/sidebar_nav.html` to consume the endpoint, hydrating via `static/js/navigation_sidebar.js`, and updating HTML route dependencies (`routes/projects.py`, `routes/scenarios.py`, `routes/reports.py`, `routes/imports.py`, `routes/calculations.py`) to use redirect-aware guards so anonymous visitors receive login redirects instead of JSON errors (manual verification via curl across projects, scenarios, reports, and calculations pages).
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## 2025-11-12
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