feat: Implement initial capex calculation feature

- Added CapexComponentInput, CapexParameters, CapexCalculationRequest, CapexCalculationResult, and related schemas for capex calculations.
- Introduced calculate_initial_capex function to aggregate capex components and compute totals and timelines.
- Created ProjectCapexRepository and ScenarioCapexRepository for managing capex snapshots in the database.
- Developed capex.html template for capturing and displaying initial capex data.
- Registered common Jinja2 filters for formatting currency and percentages.
- Implemented unit and integration tests for capex calculation functionality.
- Updated unit of work to include new repositories for capex management.
This commit is contained in:
2025-11-12 23:51:52 +01:00
parent 6c1570a254
commit d9fd82b2e3
16 changed files with 1566 additions and 93 deletions

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@@ -28,6 +28,7 @@ from .scenario import Scenario
from .simulation_parameter import SimulationParameter
from .user import Role, User, UserRole, password_context
from .profitability_snapshot import ProjectProfitability, ScenarioProfitability
from .capex_snapshot import ProjectCapexSnapshot, ScenarioCapexSnapshot
__all__ = [
"FinancialCategory",
@@ -35,11 +36,13 @@ __all__ = [
"MiningOperationType",
"Project",
"ProjectProfitability",
"ProjectCapexSnapshot",
"PricingSettings",
"PricingMetalSettings",
"PricingImpuritySettings",
"Scenario",
"ScenarioProfitability",
"ScenarioCapexSnapshot",
"ScenarioStatus",
"DistributionType",
"SimulationParameter",

111
models/capex_snapshot.py Normal file
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@@ -0,0 +1,111 @@
from __future__ import annotations
from datetime import datetime
from typing import TYPE_CHECKING
from sqlalchemy import JSON, DateTime, ForeignKey, Integer, Numeric, String
from sqlalchemy.orm import Mapped, mapped_column, relationship
from sqlalchemy.sql import func
from config.database import Base
if TYPE_CHECKING: # pragma: no cover
from .project import Project
from .scenario import Scenario
from .user import User
class ProjectCapexSnapshot(Base):
"""Snapshot of aggregated initial capex metrics at the project level."""
__tablename__ = "project_capex_snapshots"
id: Mapped[int] = mapped_column(Integer, primary_key=True)
project_id: Mapped[int] = mapped_column(
ForeignKey("projects.id", ondelete="CASCADE"), nullable=False, index=True
)
created_by_id: Mapped[int | None] = mapped_column(
ForeignKey("users.id", ondelete="SET NULL"), nullable=True, index=True
)
calculation_source: Mapped[str | None] = mapped_column(
String(64), nullable=True)
calculated_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True), nullable=False, server_default=func.now()
)
currency_code: Mapped[str | None] = mapped_column(String(3), nullable=True)
total_capex: Mapped[float | None] = mapped_column(
Numeric(18, 2), nullable=True)
contingency_pct: Mapped[float | None] = mapped_column(
Numeric(12, 6), nullable=True)
contingency_amount: Mapped[float | None] = mapped_column(
Numeric(18, 2), nullable=True)
total_with_contingency: Mapped[float | None] = mapped_column(
Numeric(18, 2), nullable=True)
component_count: Mapped[int | None] = mapped_column(Integer, nullable=True)
payload: Mapped[dict | None] = mapped_column(JSON, nullable=True)
created_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True), nullable=False, server_default=func.now()
)
updated_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
)
project: Mapped[Project] = relationship(
"Project", back_populates="capex_snapshots"
)
created_by: Mapped[User | None] = relationship("User")
def __repr__(self) -> str: # pragma: no cover
return (
"ProjectCapexSnapshot(id={id!r}, project_id={project_id!r}, total_capex={total_capex!r})".format(
id=self.id, project_id=self.project_id, total_capex=self.total_capex
)
)
class ScenarioCapexSnapshot(Base):
"""Snapshot of initial capex metrics for an individual scenario."""
__tablename__ = "scenario_capex_snapshots"
id: Mapped[int] = mapped_column(Integer, primary_key=True)
scenario_id: Mapped[int] = mapped_column(
ForeignKey("scenarios.id", ondelete="CASCADE"), nullable=False, index=True
)
created_by_id: Mapped[int | None] = mapped_column(
ForeignKey("users.id", ondelete="SET NULL"), nullable=True, index=True
)
calculation_source: Mapped[str | None] = mapped_column(
String(64), nullable=True)
calculated_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True), nullable=False, server_default=func.now()
)
currency_code: Mapped[str | None] = mapped_column(String(3), nullable=True)
total_capex: Mapped[float | None] = mapped_column(
Numeric(18, 2), nullable=True)
contingency_pct: Mapped[float | None] = mapped_column(
Numeric(12, 6), nullable=True)
contingency_amount: Mapped[float | None] = mapped_column(
Numeric(18, 2), nullable=True)
total_with_contingency: Mapped[float | None] = mapped_column(
Numeric(18, 2), nullable=True)
component_count: Mapped[int | None] = mapped_column(Integer, nullable=True)
payload: Mapped[dict | None] = mapped_column(JSON, nullable=True)
created_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True), nullable=False, server_default=func.now()
)
updated_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
)
scenario: Mapped[Scenario] = relationship(
"Scenario", back_populates="capex_snapshots"
)
created_by: Mapped[User | None] = relationship("User")
def __repr__(self) -> str: # pragma: no cover
return (
"ScenarioCapexSnapshot(id={id!r}, scenario_id={scenario_id!r}, total_capex={total_capex!r})".format(
id=self.id, scenario_id=self.scenario_id, total_capex=self.total_capex
)
)

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@@ -5,6 +5,7 @@ from typing import TYPE_CHECKING, List
from .enums import MiningOperationType, sql_enum
from .profitability_snapshot import ProjectProfitability
from .capex_snapshot import ProjectCapexSnapshot
from sqlalchemy import DateTime, ForeignKey, Integer, String, Text
from sqlalchemy.orm import Mapped, mapped_column, relationship
@@ -59,6 +60,13 @@ class Project(Base):
order_by=lambda: ProjectProfitability.calculated_at.desc(),
passive_deletes=True,
)
capex_snapshots: Mapped[List["ProjectCapexSnapshot"]] = relationship(
"ProjectCapexSnapshot",
back_populates="project",
cascade="all, delete-orphan",
order_by=lambda: ProjectCapexSnapshot.calculated_at.desc(),
passive_deletes=True,
)
@property
def latest_profitability(self) -> "ProjectProfitability | None":
@@ -68,5 +76,13 @@ class Project(Base):
return None
return self.profitability_snapshots[0]
@property
def latest_capex(self) -> "ProjectCapexSnapshot | None":
"""Return the most recent capex snapshot, if any."""
if not self.capex_snapshots:
return None
return self.capex_snapshots[0]
def __repr__(self) -> str: # pragma: no cover - helpful for debugging
return f"Project(id={self.id!r}, name={self.name!r})"

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@@ -20,6 +20,7 @@ from config.database import Base
from services.currency import normalise_currency
from .enums import ResourceType, ScenarioStatus, sql_enum
from .profitability_snapshot import ScenarioProfitability
from .capex_snapshot import ScenarioCapexSnapshot
if TYPE_CHECKING: # pragma: no cover
from .financial_input import FinancialInput
@@ -83,6 +84,13 @@ class Scenario(Base):
order_by=lambda: ScenarioProfitability.calculated_at.desc(),
passive_deletes=True,
)
capex_snapshots: Mapped[List["ScenarioCapexSnapshot"]] = relationship(
"ScenarioCapexSnapshot",
back_populates="scenario",
cascade="all, delete-orphan",
order_by=lambda: ScenarioCapexSnapshot.calculated_at.desc(),
passive_deletes=True,
)
@validates("currency")
def _normalise_currency(self, key: str, value: str | None) -> str | None:
@@ -99,3 +107,11 @@ class Scenario(Base):
if not self.profitability_snapshots:
return None
return self.profitability_snapshots[0]
@property
def latest_capex(self) -> "ScenarioCapexSnapshot | None":
"""Return the most recent capex snapshot for this scenario."""
if not self.capex_snapshots:
return None
return self.capex_snapshots[0]