feat: Add NPV comparison and distribution charts to reporting
- Implemented NPV comparison chart generation using Plotly in ReportingService. - Added distribution histogram for Monte Carlo results. - Updated reporting templates to include new charts and improved layout. - Created new settings and currencies management pages. - Enhanced sidebar navigation with dynamic URL handling. - Improved CSS styles for chart containers and overall layout. - Added new simulation and theme settings pages with placeholders for future features.
This commit is contained in:
@@ -5,7 +5,7 @@
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<title>{% block title %}CalMiner{% endblock %}</title>
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<link rel="stylesheet" href="/static/css/main.css" />
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<link rel="stylesheet" href="/static/css/imports.css" />
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<link rel="stylesheet" href="/static/css/imports.css" />
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{% block head_extra %}{% endblock %}
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</head>
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<body>
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@@ -21,11 +21,27 @@
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</div>
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</div>
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{% block scripts %}{% endblock %}
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<script src="/static/js/projects.js" defer></script>
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<script src="/static/js/exports.js" defer></script>
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<script src="/static/js/imports.js" defer></script>
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<script src="/static/js/notifications.js" defer></script>
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<script src="/static/js/navigation.js" defer></script>
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<script>
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window.NAVIGATION_URLS = {
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dashboard:
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'{{ request.url_for("dashboard.home") if request else "/" }}',
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projects:
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'{{ request.url_for("projects.project_list_page") if request else "/projects/ui" }}',
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imports:
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'{{ request.url_for("imports.ui") if request else "/imports/ui" }}',
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simulations:
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'{{ request.url_for("ui.simulations") if request else "/ui/simulations" }}',
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reporting:
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'{{ request.url_for("ui.reporting") if request else "/ui/reporting" }}',
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settings:
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'{{ request.url_for("ui.settings") if request else "/ui/settings" }}',
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};
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</script>
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<script src="/static/js/projects.js" defer></script>
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<script src="/static/js/exports.js" defer></script>
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<script src="/static/js/imports.js" defer></script>
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<script src="/static/js/notifications.js" defer></script>
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<script src="/static/js/navigation.js" defer></script>
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<script src="/static/js/theme.js"></script>
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</body>
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</html>
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31
templates/currencies.html
Normal file
31
templates/currencies.html
Normal file
@@ -0,0 +1,31 @@
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{% extends "base.html" %}
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{% block title %}{{ title }} | CalMiner{% endblock %}
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{% block content %}
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<div class="page-header">
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<div>
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<h1>{{ title }}</h1>
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<p class="page-subtitle">Manage currency settings and exchange rates for financial calculations.</p>
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</div>
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</div>
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<div class="settings-grid">
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<div class="settings-card">
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<h2>Currency Configuration</h2>
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<p>Define available currencies and their properties.</p>
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<p class="settings-card-note">Currency management coming soon</p>
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</div>
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<div class="settings-card">
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<h2>Exchange Rates</h2>
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<p>Configure and update currency exchange rates.</p>
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<p class="settings-card-note">Exchange rate management coming soon</p>
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</div>
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<div class="settings-card">
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<h2>Default Settings</h2>
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<p>Set default currencies for new projects and scenarios.</p>
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<p class="settings-card-note">Default currency settings coming soon</p>
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</div>
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</div>
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{% endblock %}
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@@ -1,98 +1,67 @@
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{% set dashboard_href = request.url_for('dashboard.home') if request else '/' %}
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{% set projects_href = request.url_for('projects.project_list_page') if request else '/projects/ui' %}
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{% set project_create_href = request.url_for('projects.create_project_form') if request else '/projects/create' %}
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{% set auth_session = request.state.auth_session if request else None %}
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{% set is_authenticated = auth_session and auth_session.is_authenticated %}
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{% if is_authenticated %}
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{% set logout_href = request.url_for('auth.logout') if request else '/logout' %}
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{% set account_links = [
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{"href": logout_href, "label": "Logout", "match_prefix": "/logout"}
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] %}
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{% else %}
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{% set login_href = request.url_for('auth.login_form') if request else '/login' %}
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{% set register_href = request.url_for('auth.register_form') if request else '/register' %}
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{% set forgot_href = request.url_for('auth.password_reset_request_form') if request else '/forgot-password' %}
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{% set account_links = [
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{"href": login_href, "label": "Login", "match_prefix": "/login"},
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{"href": register_href, "label": "Register", "match_prefix": "/register"},
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{"href": forgot_href, "label": "Forgot Password", "match_prefix": "/forgot-password"}
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] %}
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{% endif %}
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{% set nav_groups = [
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{
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"label": "Workspace",
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"links": [
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{"href": dashboard_href, "label": "Dashboard", "match_prefix": "/"},
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{"href": projects_href, "label": "Projects", "match_prefix": "/projects"},
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{"href": project_create_href, "label": "New Project", "match_prefix": "/projects/create"},
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{"href": "/imports/ui", "label": "Imports", "match_prefix": "/imports"}
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]
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},
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{
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"label": "Insights",
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"links": [
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{"href": "/ui/simulations", "label": "Simulations"},
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{"href": "/ui/reporting", "label": "Reporting"}
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]
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},
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{
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"label": "Configuration",
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"links": [
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{
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"href": "/ui/settings",
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"label": "Settings",
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"children": [
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{"href": "/theme-settings", "label": "Themes"},
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{"href": "/ui/currencies", "label": "Currency Management"}
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]
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}
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]
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},
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{
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"label": "Account",
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"links": account_links
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}
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] %}
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{% set projects_href = request.url_for('projects.project_list_page') if request
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else '/projects/ui' %} {% set project_create_href =
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request.url_for('projects.create_project_form') if request else
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'/projects/create' %} {% set auth_session = request.state.auth_session if
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request else None %} {% set is_authenticated = auth_session and
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auth_session.is_authenticated %} {% if is_authenticated %} {% set logout_href =
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request.url_for('auth.logout') if request else '/logout' %} {% set account_links
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= [ {"href": logout_href, "label": "Logout", "match_prefix": "/logout"} ] %} {%
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else %} {% set login_href = request.url_for('auth.login_form') if request else
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'/login' %} {% set register_href = request.url_for('auth.register_form') if
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request else '/register' %} {% set forgot_href =
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request.url_for('auth.password_reset_request_form') if request else
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'/forgot-password' %} {% set account_links = [ {"href": login_href, "label":
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"Login", "match_prefix": "/login"}, {"href": register_href, "label": "Register",
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"match_prefix": "/register"}, {"href": forgot_href, "label": "Forgot Password",
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"match_prefix": "/forgot-password"} ] %} {% endif %} {% set nav_groups = [ {
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"label": "Workspace", "links": [ {"href": dashboard_href, "label": "Dashboard",
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"match_prefix": "/"}, {"href": projects_href, "label": "Projects",
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"match_prefix": "/projects"}, {"href": project_create_href, "label": "New
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Project", "match_prefix": "/projects/create"}, {"href": "/imports/ui", "label":
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"Imports", "match_prefix": "/imports"} ] }, { "label": "Insights", "links": [
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{"href": "/ui/simulations", "label": "Simulations"}, {"href": "/ui/reporting",
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"label": "Reporting"} ] }, { "label": "Configuration", "links": [ { "href":
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"/ui/settings", "label": "Settings", "children": [ {"href": "/theme-settings",
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"label": "Themes"}, {"href": "/ui/currencies", "label": "Currency Management"} ]
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} ] }, { "label": "Account", "links": account_links } ] %}
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<nav class="sidebar-nav" aria-label="Primary navigation">
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{% set current_path = request.url.path if request else '' %}
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{% for group in nav_groups %}
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{% if group.links %}
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<div class="sidebar-section">
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<div class="sidebar-section-label">{{ group.label }}</div>
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<div class="sidebar-section-links">
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{% for link in group.links %}
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{% set href = link.href %}
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{% set match_prefix = link.get('match_prefix', href) %}
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{% if match_prefix == '/' %}
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{% set is_active = current_path == '/' %}
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{% else %}
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{% set is_active = current_path.startswith(match_prefix) %}
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{% endif %}
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<div class="sidebar-link-block">
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<a href="{{ href }}" class="sidebar-link{% if is_active %} is-active{% endif %}">
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{{ link.label }}
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</a>
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{% if link.children %}
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<div class="sidebar-sublinks">
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{% for child in link.children %}
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{% set child_prefix = child.get('match_prefix', child.href) %}
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{% if child_prefix == '/' %}
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{% set child_active = current_path == '/' %}
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{% else %}
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{% set child_active = current_path.startswith(child_prefix) %}
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{% endif %}
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<a href="{{ child.href }}" class="sidebar-sublink{% if child_active %} is-active{% endif %}">
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{{ child.label }}
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</a>
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{% endfor %}
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</div>
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{% endif %}
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</div>
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{% set current_path = request.url.path if request else '' %} {% for group in
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nav_groups %} {% if group.links %}
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<div class="sidebar-section">
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<div class="sidebar-section-label">{{ group.label }}</div>
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<div class="sidebar-section-links">
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{% for link in group.links %} {% set href = link.href | string %} {% set
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match_prefix = link.get('match_prefix', href) | string %} {% if
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match_prefix == '/' %} {% set is_active = current_path == '/' %} {% else
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%} {% set is_active = current_path.startswith(match_prefix) %} {% endif %}
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<div class="sidebar-link-block">
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<a
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href="{{ href }}"
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class="sidebar-link{% if is_active %} is-active{% endif %}"
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>
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{{ link.label }}
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</a>
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{% if link.children %}
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<div class="sidebar-sublinks">
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{% for child in link.children %} {% set child_prefix =
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child.get('match_prefix', child.href) | string %} {% if child_prefix
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== '/' %} {% set child_active = current_path == '/' %} {% else %} {%
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set child_active = current_path.startswith(child_prefix) %} {% endif
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%}
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<a
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href="{{ child.href | string }}"
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class="sidebar-sublink{% if child_active %} is-active{% endif %}"
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>
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{{ child.label }}
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</a>
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{% endfor %}
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</div>
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{% endif %}
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</div>
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{% endif %}
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{% endfor %}
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{% endfor %}
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</div>
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</div>
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{% endif %} {% endfor %}
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</nav>
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23
templates/reporting.html
Normal file
23
templates/reporting.html
Normal file
@@ -0,0 +1,23 @@
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{% extends "base.html" %} {% block title %}{{ title }} | CalMiner{% endblock %}
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{% block content %} {% include "partials/reports_header.html" %}
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<section class="report-overview">
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<div class="report-grid">
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<article class="report-card">
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<h2>Reporting Dashboard</h2>
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<p class="muted">Generate and view comprehensive financial reports.</p>
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<p class="muted">
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Access project summaries, scenario comparisons, and distribution
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analysis.
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</p>
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<div class="page-actions">
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<a
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href="{{ request.url_for('projects.project_list_page') }}"
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class="button"
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>View Reports</a
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>
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</div>
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</article>
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</div>
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</section>
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{% endblock %}
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@@ -1,205 +1,248 @@
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{% extends "base.html" %}
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{% block title %}Project Summary | CalMiner{% endblock %}
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{% extends "base.html" %} {% block title %}Project Summary | CalMiner{% endblock
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%} {% block content %} {% include "partials/reports_header.html" %} {% include
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"partials/reports/options_card.html" %} {% include
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"partials/reports/filters_card.html" %}
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{% block content %}
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{% include "partials/reports_header.html" %}
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<section class="report-overview">
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<div class="report-grid">
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<article class="report-card">
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<h2>Project Details</h2>
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<dl class="definition-list">
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<div>
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<dt>Name</dt>
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<dd>{{ project.name }}</dd>
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</div>
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<div>
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<dt>Location</dt>
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<dd>{{ project.location or "—" }}</dd>
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</div>
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<div>
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<dt>Operation Type</dt>
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<dd>{{ project.operation_type | replace("_", " ") | title }}</dd>
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</div>
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<div>
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<dt>Scenarios</dt>
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<dd>{{ scenario_count }}</dd>
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</div>
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<div>
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<dt>Created</dt>
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<dd>{{ project.created_at | format_datetime }}</dd>
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</div>
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<div>
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<dt>Updated</dt>
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<dd>{{ project.updated_at | format_datetime }}</dd>
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</div>
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</dl>
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</article>
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{% include "partials/reports/options_card.html" %}
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{% include "partials/reports/filters_card.html" %}
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<article class="report-card">
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<h2>Financial Summary</h2>
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<ul class="metric-list">
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<li>
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<span>Total Inflows</span>
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<strong
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>{{ aggregates.financials.total_inflows |
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currency_display(project.currency) }}</strong
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>
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</li>
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<li>
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<span>Total Outflows</span>
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<strong
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>{{ aggregates.financials.total_outflows |
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currency_display(project.currency) }}</strong
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>
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</li>
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<li>
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<span>Net Cash Flow</span>
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<strong
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>{{ aggregates.financials.total_net |
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currency_display(project.currency) }}</strong
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>
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</li>
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</ul>
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</article>
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<section class="report-overview">
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<div class="report-grid">
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<article class="report-card">
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<h2>Project Details</h2>
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<dl class="definition-list">
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<div>
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<dt>Name</dt>
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<dd>{{ project.name }}</dd>
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</div>
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<div>
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<dt>Location</dt>
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<dd>{{ project.location or "—" }}</dd>
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</div>
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<div>
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<dt>Operation Type</dt>
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<dd>{{ project.operation_type | replace("_", " ") | title }}</dd>
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</div>
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<div>
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<dt>Scenarios</dt>
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<dd>{{ scenario_count }}</dd>
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</div>
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<div>
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<dt>Created</dt>
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<dd>{{ project.created_at | format_datetime }}</dd>
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</div>
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<div>
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<dt>Updated</dt>
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<dd>{{ project.updated_at | format_datetime }}</dd>
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</div>
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</dl>
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</article>
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<article class="report-card">
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<h2>Deterministic Metrics</h2>
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{% if aggregates.deterministic_metrics %}
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<table class="metrics-table">
|
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<thead>
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<tr>
|
||||
<th scope="col">Metric</th>
|
||||
<th scope="col">Average</th>
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<th scope="col">Best</th>
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<th scope="col">Worst</th>
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</tr>
|
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</thead>
|
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<tbody>
|
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{% for key, metric in aggregates.deterministic_metrics.items() %}
|
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<tr>
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<th scope="row">{{ key | replace("_", " ") | title }}</th>
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<td>{{ metric.average | format_metric(key, project.currency) }}</td>
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<td>{{ metric.maximum | format_metric(key, project.currency) }}</td>
|
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<td>{{ metric.minimum | format_metric(key, project.currency) }}</td>
|
||||
</tr>
|
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{% endfor %}
|
||||
</tbody>
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</table>
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{% else %}
|
||||
<p class="muted">
|
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Deterministic metrics are unavailable for the current filters.
|
||||
</p>
|
||||
{% endif %}
|
||||
</article>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<article class="report-card">
|
||||
<h2>Financial Summary</h2>
|
||||
<ul class="metric-list">
|
||||
<section class="report-section">
|
||||
<header class="section-header">
|
||||
<h2>NPV Comparison</h2>
|
||||
<p class="section-subtitle">
|
||||
Visual comparison of Net Present Value across scenarios.
|
||||
</p>
|
||||
</header>
|
||||
<div id="npv-chart" class="chart-container"></div>
|
||||
</section>
|
||||
|
||||
<section class="report-section">
|
||||
<header class="section-header">
|
||||
<h2>Scenario Breakdown</h2>
|
||||
<p class="section-subtitle">
|
||||
Deterministic metrics and Monte Carlo summaries for each scenario.
|
||||
</p>
|
||||
</header>
|
||||
|
||||
{% if scenarios %} {% for item in scenarios %}
|
||||
<article class="scenario-card">
|
||||
<div class="scenario-card-header">
|
||||
<div>
|
||||
<h3>{{ item.scenario.name }}</h3>
|
||||
<p class="muted">
|
||||
{{ item.scenario.status | title }} · {{ item.scenario.primary_resource
|
||||
or "No primary resource" }}
|
||||
</p>
|
||||
</div>
|
||||
<div class="scenario-meta">
|
||||
<span class="meta-label">Currency</span>
|
||||
<span class="meta-value"
|
||||
>{{ item.scenario.currency or project.currency or "—" }}</span
|
||||
>
|
||||
</div>
|
||||
{% include "partials/reports/scenario_actions.html" %}
|
||||
</div>
|
||||
|
||||
<div class="scenario-grid">
|
||||
<section class="scenario-panel">
|
||||
<h4>Financial Totals</h4>
|
||||
<ul class="metric-list compact">
|
||||
<li>
|
||||
<span>Total Inflows</span>
|
||||
<strong>{{ aggregates.financials.total_inflows | currency_display(project.currency) }}</strong>
|
||||
<span>Inflows</span>
|
||||
<strong
|
||||
>{{ item.financials.inflows |
|
||||
currency_display(item.scenario.currency or project.currency)
|
||||
}}</strong
|
||||
>
|
||||
</li>
|
||||
<li>
|
||||
<span>Total Outflows</span>
|
||||
<strong>{{ aggregates.financials.total_outflows | currency_display(project.currency) }}</strong>
|
||||
<span>Outflows</span>
|
||||
<strong
|
||||
>{{ item.financials.outflows |
|
||||
currency_display(item.scenario.currency or project.currency)
|
||||
}}</strong
|
||||
>
|
||||
</li>
|
||||
<li>
|
||||
<span>Net Cash Flow</span>
|
||||
<strong>{{ aggregates.financials.total_net | currency_display(project.currency) }}</strong>
|
||||
<span>Net</span>
|
||||
<strong
|
||||
>{{ item.financials.net | currency_display(item.scenario.currency
|
||||
or project.currency) }}</strong
|
||||
>
|
||||
</li>
|
||||
</ul>
|
||||
</article>
|
||||
|
||||
<article class="report-card">
|
||||
<h2>Deterministic Metrics</h2>
|
||||
{% if aggregates.deterministic_metrics %}
|
||||
<table class="metrics-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th scope="col">Metric</th>
|
||||
<th scope="col">Average</th>
|
||||
<th scope="col">Best</th>
|
||||
<th scope="col">Worst</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{% for key, metric in aggregates.deterministic_metrics.items() %}
|
||||
<tr>
|
||||
<th scope="row">{{ key | replace("_", " ") | title }}</th>
|
||||
<td>{{ metric.average | format_metric(key, project.currency) }}</td>
|
||||
<td>{{ metric.maximum | format_metric(key, project.currency) }}</td>
|
||||
<td>{{ metric.minimum | format_metric(key, project.currency) }}</td>
|
||||
</tr>
|
||||
{% endfor %}
|
||||
</tbody>
|
||||
</table>
|
||||
<h5>By Category</h5>
|
||||
{% if item.financials.by_category %}
|
||||
<ul class="metric-list compact">
|
||||
{% for label, value in item.financials.by_category.items() %}
|
||||
<li>
|
||||
<span>{{ label | replace("_", " ") | title }}</span>
|
||||
<strong
|
||||
>{{ value | currency_display(item.scenario.currency or
|
||||
project.currency) }}</strong
|
||||
>
|
||||
</li>
|
||||
{% endfor %}
|
||||
</ul>
|
||||
{% else %}
|
||||
<p class="muted">Deterministic metrics are unavailable for the current filters.</p>
|
||||
<p class="muted">No financial inputs recorded.</p>
|
||||
{% endif %}
|
||||
</article>
|
||||
</section>
|
||||
|
||||
<section class="scenario-panel">
|
||||
<h4>Deterministic Metrics</h4>
|
||||
<table class="metrics-table">
|
||||
<tbody>
|
||||
<tr>
|
||||
<th scope="row">Discount Rate</th>
|
||||
<td>{{ item.metrics.discount_rate | percentage_display }}</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th scope="row">NPV</th>
|
||||
<td>
|
||||
{{ item.metrics.npv | currency_display(item.scenario.currency or
|
||||
project.currency) }}
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th scope="row">IRR</th>
|
||||
<td>{{ item.metrics.irr | percentage_display }}</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th scope="row">Payback Period</th>
|
||||
<td>{{ item.metrics.payback_period | period_display }}</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
{% if item.metrics.notes %}
|
||||
<ul class="note-list">
|
||||
{% for note in item.metrics.notes %}
|
||||
<li>{{ note }}</li>
|
||||
{% endfor %}
|
||||
</ul>
|
||||
{% endif %}
|
||||
</section>
|
||||
|
||||
<section class="scenario-panel">
|
||||
<h4>Monte Carlo Summary</h4>
|
||||
{% if item.monte_carlo and item.monte_carlo.available %}
|
||||
<p class="muted">
|
||||
Iterations: {{ item.monte_carlo.iterations }} {% if percentiles %} ·
|
||||
Percentiles: {% for percentile in percentiles %} {{ '%g' % percentile
|
||||
}}{% if not loop.last %}, {% endif %} {% endfor %} {% endif %}
|
||||
</p>
|
||||
{% include "partials/reports/monte_carlo_table.html" %} {% else %}
|
||||
<p class="muted">
|
||||
Monte Carlo metrics are unavailable for this scenario.
|
||||
</p>
|
||||
{% if item.monte_carlo and item.monte_carlo.notes %}
|
||||
<ul class="note-list">
|
||||
{% for note in item.monte_carlo.notes %}
|
||||
<li>{{ note }}</li>
|
||||
{% endfor %}
|
||||
</ul>
|
||||
{% endif %} {% endif %}
|
||||
</section>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section class="report-section">
|
||||
<header class="section-header">
|
||||
<h2>Scenario Breakdown</h2>
|
||||
<p class="section-subtitle">Deterministic metrics and Monte Carlo summaries for each scenario.</p>
|
||||
</header>
|
||||
|
||||
{% if scenarios %}
|
||||
{% for item in scenarios %}
|
||||
<article class="scenario-card">
|
||||
<div class="scenario-card-header">
|
||||
<div>
|
||||
<h3>{{ item.scenario.name }}</h3>
|
||||
<p class="muted">{{ item.scenario.status | title }} · {{ item.scenario.primary_resource or "No primary resource" }}</p>
|
||||
</div>
|
||||
<div class="scenario-meta">
|
||||
<span class="meta-label">Currency</span>
|
||||
<span class="meta-value">{{ item.scenario.currency or project.currency or "—" }}</span>
|
||||
</div>
|
||||
{% include "partials/reports/scenario_actions.html" %}
|
||||
</div>
|
||||
|
||||
<div class="scenario-grid">
|
||||
<section class="scenario-panel">
|
||||
<h4>Financial Totals</h4>
|
||||
<ul class="metric-list compact">
|
||||
<li>
|
||||
<span>Inflows</span>
|
||||
<strong>{{ item.financials.inflows | currency_display(item.scenario.currency or project.currency) }}</strong>
|
||||
</li>
|
||||
<li>
|
||||
<span>Outflows</span>
|
||||
<strong>{{ item.financials.outflows | currency_display(item.scenario.currency or project.currency) }}</strong>
|
||||
</li>
|
||||
<li>
|
||||
<span>Net</span>
|
||||
<strong>{{ item.financials.net | currency_display(item.scenario.currency or project.currency) }}</strong>
|
||||
</li>
|
||||
</ul>
|
||||
<h5>By Category</h5>
|
||||
{% if item.financials.by_category %}
|
||||
<ul class="metric-list compact">
|
||||
{% for label, value in item.financials.by_category.items() %}
|
||||
<li>
|
||||
<span>{{ label | replace("_", " ") | title }}</span>
|
||||
<strong>{{ value | currency_display(item.scenario.currency or project.currency) }}</strong>
|
||||
</li>
|
||||
{% endfor %}
|
||||
</ul>
|
||||
{% else %}
|
||||
<p class="muted">No financial inputs recorded.</p>
|
||||
{% endif %}
|
||||
</section>
|
||||
|
||||
<section class="scenario-panel">
|
||||
<h4>Deterministic Metrics</h4>
|
||||
<table class="metrics-table">
|
||||
<tbody>
|
||||
<tr>
|
||||
<th scope="row">Discount Rate</th>
|
||||
<td>{{ item.metrics.discount_rate | percentage_display }}</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th scope="row">NPV</th>
|
||||
<td>{{ item.metrics.npv | currency_display(item.scenario.currency or project.currency) }}</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th scope="row">IRR</th>
|
||||
<td>{{ item.metrics.irr | percentage_display }}</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th scope="row">Payback Period</th>
|
||||
<td>{{ item.metrics.payback_period | period_display }}</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
{% if item.metrics.notes %}
|
||||
<ul class="note-list">
|
||||
{% for note in item.metrics.notes %}
|
||||
<li>{{ note }}</li>
|
||||
{% endfor %}
|
||||
</ul>
|
||||
{% endif %}
|
||||
</section>
|
||||
|
||||
<section class="scenario-panel">
|
||||
<h4>Monte Carlo Summary</h4>
|
||||
{% if item.monte_carlo and item.monte_carlo.available %}
|
||||
<p class="muted">
|
||||
Iterations: {{ item.monte_carlo.iterations }}
|
||||
{% if percentiles %}
|
||||
· Percentiles:
|
||||
{% for percentile in percentiles %}
|
||||
{{ '%g' % percentile }}{% if not loop.last %}, {% endif %}
|
||||
{% endfor %}
|
||||
{% endif %}
|
||||
</p>
|
||||
{% include "partials/reports/monte_carlo_table.html" %}
|
||||
{% else %}
|
||||
<p class="muted">Monte Carlo metrics are unavailable for this scenario.</p>
|
||||
{% if item.monte_carlo and item.monte_carlo.notes %}
|
||||
<ul class="note-list">
|
||||
{% for note in item.monte_carlo.notes %}
|
||||
<li>{{ note }}</li>
|
||||
{% endfor %}
|
||||
</ul>
|
||||
{% endif %}
|
||||
{% endif %}
|
||||
</section>
|
||||
</div>
|
||||
</article>
|
||||
{% endfor %}
|
||||
{% else %}
|
||||
<p class="muted">No scenarios match the current filters.</p>
|
||||
{% endif %}
|
||||
</section>
|
||||
</article>
|
||||
{% endfor %} {% else %}
|
||||
<p class="muted">No scenarios match the current filters.</p>
|
||||
{% endif %}
|
||||
</section>
|
||||
{% endblock %} {% block scripts %}
|
||||
<script src="https://cdn.plot.ly/plotly-latest.min.js"></script>
|
||||
<script>
|
||||
const chartData = {{ chart_data | safe }};
|
||||
if (chartData && chartData.data) {
|
||||
Plotly.newPlot('npv-chart', chartData.data, chartData.layout);
|
||||
}
|
||||
</script>
|
||||
{% endblock %}
|
||||
|
||||
@@ -1,149 +1,177 @@
|
||||
{% extends "base.html" %}
|
||||
{% block title %}Scenario Distribution | CalMiner{% endblock %}
|
||||
{% extends "base.html" %} {% block title %}Scenario Distribution | CalMiner{%
|
||||
endblock %} {% block content %} {% include "partials/reports_header.html" %}
|
||||
|
||||
{% block content %}
|
||||
{% include "partials/reports_header.html" %}
|
||||
<section class="report-overview">
|
||||
<div class="report-grid">
|
||||
<article class="report-card">
|
||||
<h2>Scenario Details</h2>
|
||||
<dl class="definition-list">
|
||||
<div>
|
||||
<dt>Name</dt>
|
||||
<dd>{{ scenario.name }}</dd>
|
||||
</div>
|
||||
<div>
|
||||
<dt>Project ID</dt>
|
||||
<dd>{{ scenario.project_id }}</dd>
|
||||
</div>
|
||||
<div>
|
||||
<dt>Status</dt>
|
||||
<dd>{{ scenario.status | title }}</dd>
|
||||
</div>
|
||||
<div>
|
||||
<dt>Currency</dt>
|
||||
<dd>{{ scenario.currency or "—" }}</dd>
|
||||
</div>
|
||||
<div>
|
||||
<dt>Discount Rate</dt>
|
||||
<dd>{{ metrics.discount_rate | percentage_display }}</dd>
|
||||
</div>
|
||||
<div>
|
||||
<dt>Updated</dt>
|
||||
<dd>{{ scenario.updated_at | format_datetime }}</dd>
|
||||
</div>
|
||||
</dl>
|
||||
</article>
|
||||
|
||||
<section class="report-overview">
|
||||
<div class="report-grid">
|
||||
<article class="report-card">
|
||||
<h2>Scenario Details</h2>
|
||||
<dl class="definition-list">
|
||||
<div>
|
||||
<dt>Name</dt>
|
||||
<dd>{{ scenario.name }}</dd>
|
||||
</div>
|
||||
<div>
|
||||
<dt>Project ID</dt>
|
||||
<dd>{{ scenario.project_id }}</dd>
|
||||
</div>
|
||||
<div>
|
||||
<dt>Status</dt>
|
||||
<dd>{{ scenario.status | title }}</dd>
|
||||
</div>
|
||||
<div>
|
||||
<dt>Currency</dt>
|
||||
<dd>{{ scenario.currency or "—" }}</dd>
|
||||
</div>
|
||||
<div>
|
||||
<dt>Discount Rate</dt>
|
||||
<dd>{{ metrics.discount_rate | percentage_display }}</dd>
|
||||
</div>
|
||||
<div>
|
||||
<dt>Updated</dt>
|
||||
<dd>{{ scenario.updated_at | format_datetime }}</dd>
|
||||
</div>
|
||||
</dl>
|
||||
</article>
|
||||
|
||||
<article class="report-card">
|
||||
<h2>Financial Totals</h2>
|
||||
<ul class="metric-list">
|
||||
<li>
|
||||
<span>Inflows</span>
|
||||
<strong>{{ summary.inflows | currency_display(scenario.currency) }}</strong>
|
||||
</li>
|
||||
<li>
|
||||
<span>Outflows</span>
|
||||
<strong>{{ summary.outflows | currency_display(scenario.currency) }}</strong>
|
||||
</li>
|
||||
<li>
|
||||
<span>Net Cash Flow</span>
|
||||
<strong>{{ summary.net | currency_display(scenario.currency) }}</strong>
|
||||
</li>
|
||||
</ul>
|
||||
{% if summary.by_category %}
|
||||
<h3>By Category</h3>
|
||||
<ul class="metric-list compact">
|
||||
{% for label, value in summary.by_category.items() %}
|
||||
<li>
|
||||
<span>{{ label | replace("_", " ") | title }}</span>
|
||||
<strong>{{ value | currency_display(scenario.currency) }}</strong>
|
||||
</li>
|
||||
{% endfor %}
|
||||
</ul>
|
||||
{% endif %}
|
||||
</article>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section class="report-section">
|
||||
<header class="section-header">
|
||||
<h2>Deterministic Metrics</h2>
|
||||
<p class="section-subtitle">Key financial indicators calculated from deterministic cash flows.</p>
|
||||
</header>
|
||||
<table class="metrics-table">
|
||||
<tbody>
|
||||
<tr>
|
||||
<th scope="row">NPV</th>
|
||||
<td>{{ metrics.npv | currency_display(scenario.currency) }}</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th scope="row">IRR</th>
|
||||
<td>{{ metrics.irr | percentage_display }}</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th scope="row">Payback Period</th>
|
||||
<td>{{ metrics.payback_period | period_display }}</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
{% if metrics.notes %}
|
||||
<ul class="note-list">
|
||||
{% for note in metrics.notes %}
|
||||
<li>{{ note }}</li>
|
||||
<article class="report-card">
|
||||
<h2>Financial Totals</h2>
|
||||
<ul class="metric-list">
|
||||
<li>
|
||||
<span>Inflows</span>
|
||||
<strong
|
||||
>{{ summary.inflows | currency_display(scenario.currency) }}</strong
|
||||
>
|
||||
</li>
|
||||
<li>
|
||||
<span>Outflows</span>
|
||||
<strong
|
||||
>{{ summary.outflows | currency_display(scenario.currency)
|
||||
}}</strong
|
||||
>
|
||||
</li>
|
||||
<li>
|
||||
<span>Net Cash Flow</span>
|
||||
<strong
|
||||
>{{ summary.net | currency_display(scenario.currency) }}</strong
|
||||
>
|
||||
</li>
|
||||
</ul>
|
||||
{% if summary.by_category %}
|
||||
<h3>By Category</h3>
|
||||
<ul class="metric-list compact">
|
||||
{% for label, value in summary.by_category.items() %}
|
||||
<li>
|
||||
<span>{{ label | replace("_", " ") | title }}</span>
|
||||
<strong>{{ value | currency_display(scenario.currency) }}</strong>
|
||||
</li>
|
||||
{% endfor %}
|
||||
</ul>
|
||||
{% endif %}
|
||||
</section>
|
||||
|
||||
<section class="report-section">
|
||||
<header class="section-header">
|
||||
<h2>Monte Carlo Distribution</h2>
|
||||
<p class="section-subtitle">Simulation-driven distributions contextualize stochastic variability.</p>
|
||||
</header>
|
||||
{% if monte_carlo and monte_carlo.available %}
|
||||
<div class="simulation-summary">
|
||||
<p>Iterations: {{ monte_carlo.iterations }} · Percentiles: {{ percentiles | join(", ") }}</p>
|
||||
<table class="metrics-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th scope="col">Metric</th>
|
||||
<th scope="col">Mean</th>
|
||||
<th scope="col">P5</th>
|
||||
<th scope="col">Median</th>
|
||||
<th scope="col">P95</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{% for metric, summary in monte_carlo.metrics.items() %}
|
||||
<tr>
|
||||
<th scope="row">{{ metric | replace("_", " ") | title }}</th>
|
||||
<td>{{ summary.mean | format_metric(metric, scenario.currency) }}</td>
|
||||
<td>{{ summary.percentiles['5'] | format_metric(metric, scenario.currency) }}</td>
|
||||
<td>{{ summary.percentiles['50'] | format_metric(metric, scenario.currency) }}</td>
|
||||
<td>{{ summary.percentiles['95'] | format_metric(metric, scenario.currency) }}</td>
|
||||
</tr>
|
||||
{% endfor %}
|
||||
</tbody>
|
||||
</table>
|
||||
{% if monte_carlo.notes %}
|
||||
<ul class="note-list">
|
||||
{% for note in monte_carlo.notes %}
|
||||
<li>{{ note }}</li>
|
||||
{% endfor %}
|
||||
</ul>
|
||||
{% endif %}
|
||||
</div>
|
||||
{% else %}
|
||||
<p class="muted">Monte Carlo output is unavailable for this scenario.</p>
|
||||
{% if monte_carlo and monte_carlo.notes %}
|
||||
<ul class="note-list">
|
||||
{% for note in monte_carlo.notes %}
|
||||
<li>{{ note }}</li>
|
||||
{% endfor %}
|
||||
</ul>
|
||||
{% endif %}
|
||||
</article>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section class="report-section">
|
||||
<header class="section-header">
|
||||
<h2>Deterministic Metrics</h2>
|
||||
<p class="section-subtitle">
|
||||
Key financial indicators calculated from deterministic cash flows.
|
||||
</p>
|
||||
</header>
|
||||
<table class="metrics-table">
|
||||
<tbody>
|
||||
<tr>
|
||||
<th scope="row">NPV</th>
|
||||
<td>{{ metrics.npv | currency_display(scenario.currency) }}</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th scope="row">IRR</th>
|
||||
<td>{{ metrics.irr | percentage_display }}</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th scope="row">Payback Period</th>
|
||||
<td>{{ metrics.payback_period | period_display }}</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
{% if metrics.notes %}
|
||||
<ul class="note-list">
|
||||
{% for note in metrics.notes %}
|
||||
<li>{{ note }}</li>
|
||||
{% endfor %}
|
||||
</ul>
|
||||
{% endif %}
|
||||
</section>
|
||||
|
||||
<section class="report-section">
|
||||
<header class="section-header">
|
||||
<h2>Monte Carlo Distribution</h2>
|
||||
<p class="section-subtitle">
|
||||
Simulation-driven distributions contextualize stochastic variability.
|
||||
</p>
|
||||
</header>
|
||||
{% if monte_carlo and monte_carlo.available %}
|
||||
<div id="distribution-chart" class="chart-container"></div>
|
||||
<div class="simulation-summary">
|
||||
<p>
|
||||
Iterations: {{ monte_carlo.iterations }} · Percentiles: {{ percentiles |
|
||||
join(", ") }}
|
||||
</p>
|
||||
<table class="metrics-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th scope="col">Metric</th>
|
||||
<th scope="col">Mean</th>
|
||||
<th scope="col">P5</th>
|
||||
<th scope="col">Median</th>
|
||||
<th scope="col">P95</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{% for metric, summary in monte_carlo.metrics.items() %}
|
||||
<tr>
|
||||
<th scope="row">{{ metric | replace("_", " ") | title }}</th>
|
||||
<td>{{ summary.mean | format_metric(metric, scenario.currency) }}</td>
|
||||
<td>
|
||||
{{ summary.percentiles['5'] | format_metric(metric,
|
||||
scenario.currency) }}
|
||||
</td>
|
||||
<td>
|
||||
{{ summary.percentiles['50'] | format_metric(metric,
|
||||
scenario.currency) }}
|
||||
</td>
|
||||
<td>
|
||||
{{ summary.percentiles['95'] | format_metric(metric,
|
||||
scenario.currency) }}
|
||||
</td>
|
||||
</tr>
|
||||
{% endfor %}
|
||||
</tbody>
|
||||
</table>
|
||||
{% if monte_carlo.notes %}
|
||||
<ul class="note-list">
|
||||
{% for note in monte_carlo.notes %}
|
||||
<li>{{ note }}</li>
|
||||
{% endfor %}
|
||||
</ul>
|
||||
{% endif %}
|
||||
</section>
|
||||
</div>
|
||||
{% else %}
|
||||
<p class="muted">Monte Carlo output is unavailable for this scenario.</p>
|
||||
{% if monte_carlo and monte_carlo.notes %}
|
||||
<ul class="note-list">
|
||||
{% for note in monte_carlo.notes %}
|
||||
<li>{{ note }}</li>
|
||||
{% endfor %}
|
||||
</ul>
|
||||
{% endif %} {% endif %}
|
||||
</section>
|
||||
{% endblock %} {% block scripts %}
|
||||
<script src="https://cdn.plot.ly/plotly-latest.min.js"></script>
|
||||
<script>
|
||||
const chartData = {{ chart_data | safe }};
|
||||
if (chartData && chartData.data) {
|
||||
Plotly.newPlot('distribution-chart', chartData.data, chartData.layout);
|
||||
}
|
||||
</script>
|
||||
{% endblock %}
|
||||
|
||||
41
templates/settings.html
Normal file
41
templates/settings.html
Normal file
@@ -0,0 +1,41 @@
|
||||
{% extends "base.html" %}
|
||||
{% block title %}{{ title }} | CalMiner{% endblock %}
|
||||
|
||||
{% block content %}
|
||||
<div class="page-header">
|
||||
<div>
|
||||
<h1>{{ title }}</h1>
|
||||
<p class="page-subtitle">Configure application settings and preferences.</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="settings-grid">
|
||||
<div class="settings-card">
|
||||
<h2>Theme Settings</h2>
|
||||
<p>Customize the appearance and color scheme of the application.</p>
|
||||
<div class="page-actions">
|
||||
<a href="{{ request.url_for('ui.theme_settings') }}" class="button">Configure Themes</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="settings-card">
|
||||
<h2>Currency Management</h2>
|
||||
<p>Manage currency settings and exchange rates.</p>
|
||||
<div class="page-actions">
|
||||
<a href="{{ request.url_for('ui.currencies') }}" class="button">Manage Currencies</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="settings-card">
|
||||
<h2>User Preferences</h2>
|
||||
<p>Configure personal preferences and defaults.</p>
|
||||
<p class="settings-card-note">Coming soon</p>
|
||||
</div>
|
||||
|
||||
<div class="settings-card">
|
||||
<h2>System Configuration</h2>
|
||||
<p>Advanced system settings and maintenance options.</p>
|
||||
<p class="settings-card-note">Coming soon</p>
|
||||
</div>
|
||||
</div>
|
||||
{% endblock %}
|
||||
16
templates/simulations.html
Normal file
16
templates/simulations.html
Normal file
@@ -0,0 +1,16 @@
|
||||
{% extends "base.html" %}
|
||||
{% block title %}{{ title }} | CalMiner{% endblock %}
|
||||
|
||||
{% block content %}
|
||||
{% include "partials/reports_header.html" %}
|
||||
|
||||
<section class="report-overview">
|
||||
<div class="report-grid">
|
||||
<article class="report-card">
|
||||
<h2>Simulation Dashboard</h2>
|
||||
<p class="muted">Run and monitor Monte Carlo simulations across scenarios.</p>
|
||||
<p class="muted">This feature is coming soon.</p>
|
||||
</article>
|
||||
</div>
|
||||
</section>
|
||||
{% endblock %}
|
||||
31
templates/theme_settings.html
Normal file
31
templates/theme_settings.html
Normal file
@@ -0,0 +1,31 @@
|
||||
{% extends "base.html" %}
|
||||
{% block title %}{{ title }} | CalMiner{% endblock %}
|
||||
|
||||
{% block content %}
|
||||
<div class="page-header">
|
||||
<div>
|
||||
<h1>{{ title }}</h1>
|
||||
<p class="page-subtitle">Customize the visual appearance of the application.</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="settings-grid">
|
||||
<div class="settings-card">
|
||||
<h2>Color Theme</h2>
|
||||
<p>Select your preferred color scheme.</p>
|
||||
<p class="settings-card-note">Theme customization coming soon</p>
|
||||
</div>
|
||||
|
||||
<div class="settings-card">
|
||||
<h2>Layout Options</h2>
|
||||
<p>Configure sidebar and navigation preferences.</p>
|
||||
<p class="settings-card-note">Layout options coming soon</p>
|
||||
</div>
|
||||
|
||||
<div class="settings-card">
|
||||
<h2>Accessibility</h2>
|
||||
<p>Adjust settings for better accessibility.</p>
|
||||
<p class="settings-card-note">Accessibility settings coming soon</p>
|
||||
</div>
|
||||
</div>
|
||||
{% endblock %}
|
||||
Reference in New Issue
Block a user