26 Commits

Author SHA1 Message Date
522b1e4105 feat: add scenarios list page with metrics and quick actions
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- 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.
2025-11-13 16:21:36 +01:00
1feae7ff85 feat: Add Processing Opex functionality
- Introduced OpexValidationError for handling validation errors in processing opex calculations.
- Implemented ProjectProcessingOpexRepository and ScenarioProcessingOpexRepository for managing project and scenario-level processing opex snapshots.
- Enhanced UnitOfWork to include repositories for processing opex.
- Updated sidebar navigation and scenario detail templates to include links to the new Processing Opex Planner.
- Created a new template for the Processing Opex Planner with form handling for input components and parameters.
- Developed integration tests for processing opex calculations, covering HTML and JSON flows, including validation for currency mismatches and unsupported frequencies.
- Added unit tests for the calculation logic, ensuring correct handling of various scenarios and edge cases.
2025-11-13 09:26:57 +01:00
d9fd82b2e3 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.
2025-11-12 23:51:52 +01:00
b1a6df9f90 feat: Add profitability calculation schemas and service functions
- Introduced Pydantic schemas for profitability calculations in `schemas/calculations.py`.
- Implemented service functions for profitability calculations in `services/calculations.py`.
- Added new exception class `ProfitabilityValidationError` for handling validation errors.
- Created repositories for managing project and scenario profitability snapshots.
- Developed a utility script for verifying authenticated routes.
- Added a new HTML template for the profitability calculator interface.
- Implemented a script to fix user ID sequence in the database.
2025-11-12 22:22:29 +01:00
1f892ebdbb feat: Implement SQLAlchemy enum helper and normalize enum values in database initialization 2025-11-12 18:11:19 +01:00
6e466a3fd2 Refactor database initialization and remove Alembic migrations
- Removed legacy Alembic migration files and consolidated schema management into a new Pydantic-backed initializer (`scripts/init_db.py`).
- Updated `main.py` to ensure the new DB initializer runs on startup, maintaining idempotency.
- Adjusted session management in `config/database.py` to prevent DetachedInstanceError.
- Introduced new enums in `models/enums.py` for better organization and clarity.
- Refactored various models to utilize the new enums, improving code maintainability.
- Enhanced middleware to handle JSON validation more robustly, ensuring non-JSON requests do not trigger JSON errors.
- Added tests for middleware and enums to ensure expected behavior and consistency.
- Updated changelog to reflect significant changes and improvements.
2025-11-12 16:29:44 +01:00
9556f9e1f1 refactor: Replace local Base declaration with import from config.database 2025-11-12 11:59:02 +01:00
4cfc5d9ffa fix: Resolve Ruff E402 warnings and clean up imports across multiple modules
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2025-11-12 11:10:50 +01:00
ce9c174b53 feat: Enhance project and scenario creation with monitoring metrics
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- Added monitoring metrics for project creation success and error handling in `ProjectRepository`.
- Implemented similar monitoring for scenario creation in `ScenarioRepository`.
- Refactored `run_monte_carlo` function in `simulation.py` to include timing and success/error metrics.
- Introduced new CSS styles for headers, alerts, and navigation buttons in `main.css` and `projects.css`.
- Created a new JavaScript file for navigation logic to handle chevron buttons.
- Updated HTML templates to include new navigation buttons and improved styling for buttons.
- Added tests for reporting service and routes to ensure proper functionality and access control.
- Removed unused imports and optimized existing test files for better clarity and performance.
2025-11-12 10:36:24 +01:00
795a9f99f4 feat: Enhance currency handling and validation across scenarios
- Updated form template to prefill currency input with default value and added help text for clarity.
- Modified integration tests to assert more descriptive error messages for invalid currency codes.
- Introduced new tests for currency normalization and validation in various scenarios, including imports and exports.
- Added comprehensive tests for pricing calculations, ensuring defaults are respected and overrides function correctly.
- Implemented unit tests for pricing settings repository, ensuring CRUD operations and default settings are handled properly.
- Enhanced scenario pricing evaluation tests to validate currency handling and metadata defaults.
- Added simulation tests to ensure Monte Carlo runs are accurate and handle various distribution scenarios.
2025-11-11 18:29:59 +01:00
032e6d2681 feat: implement persistent audit logging for import/export operations with Prometheus metrics 2025-11-10 21:37:07 +01:00
3601c2e422 feat: Implement user and role management with repositories
- Added RoleRepository and UserRepository for managing roles and users.
- Implemented methods for creating, retrieving, and assigning roles to users.
- Introduced functions to ensure default roles and an admin user exist in the system.
- Updated UnitOfWork to include user and role repositories.
- Created new security module for password hashing and JWT token management.
- Added tests for authentication flows, including registration, login, and password reset.
- Enhanced HTML templates for user registration, login, and password management with error handling.
- Added a logo image to the static assets.
2025-11-09 21:48:35 +01:00
53879a411f feat: implement user and role models with password hashing, and add tests for user functionality 2025-11-09 21:45:29 +01:00
61b42b3041 feat: implement CRUD APIs for projects and scenarios with validated schemas 2025-11-09 17:23:10 +01:00
32a96a27c5 feat: enhance database models with metadata and new resource types 2025-11-09 16:54:46 +01:00
203a5d08f2 feat: add initial database models and changelog for financial inputs and projects 2025-11-09 16:50:14 +01:00
d807a50f77 v2 init 2025-11-09 16:49:27 +01:00
97b1c0360b Refactor test cases for improved readability and consistency
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- Updated test functions in various test files to enhance code clarity by formatting long lines and improving indentation.
- Adjusted assertions to use multi-line formatting for better readability.
- Added new test cases for theme settings API to ensure proper functionality.
- Ensured consistent use of line breaks and spacing across test files for uniformity.
2025-10-27 10:32:55 +01:00
5b1322ddbc feat: Add application-level settings for CSS color management
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- Introduced a new table `application_setting` to store configurable application options.
- Implemented functions to manage CSS color settings, including loading, updating, and reading environment overrides.
- Added a new settings view to render and manage theme colors.
- Updated UI to include a settings page with theme color management and environment overrides display.
- Enhanced CSS styles for the settings page and sidebar navigation.
- Created unit and end-to-end tests for the new settings functionality and CSS management.
2025-10-25 19:20:52 +02:00
672cafa5b9 feat: Implement currency management with models, routes, and UI updates; add backfill script for existing records 2025-10-21 10:33:08 +02:00
fcea39deb0 feat: Add currency and unit support across models, routes, and templates; enhance UI for consumption, costs, and production 2025-10-21 09:53:04 +02:00
434be86b76 feat: Enhance dashboard metrics and summary statistics
- Added new summary fields: variance, 5th percentile, 95th percentile, VaR (95%), and expected shortfall (95%) to the dashboard.
- Updated the display logic for summary metrics to handle non-finite values gracefully.
- Modified the chart rendering to include additional percentile points and tail risk metrics in tooltips.

test: Introduce unit tests for consumption, costs, and other modules

- Created a comprehensive test suite for consumption, costs, equipment, maintenance, production, reporting, and simulation modules.
- Implemented fixtures for database setup and teardown using an in-memory SQLite database for isolated testing.
- Added tests for creating, listing, and validating various entities, ensuring proper error handling and response validation.

refactor: Consolidate parameter tests and remove deprecated files

- Merged parameter-related tests into a new test file for better organization and clarity.
- Removed the old parameter test file that was no longer in use.
- Improved test coverage for parameter creation, listing, and validation scenarios.

fix: Ensure proper validation and error handling in API endpoints

- Added validation to reject negative amounts in consumption and production records.
- Implemented checks to prevent duplicate scenario creation and ensure proper error messages are returned.
- Enhanced reporting endpoint tests to validate input formats and expected outputs.
2025-10-20 22:06:39 +02:00
e73a987d25 Refactor and enhance CalMiner application
- Updated README.md to reflect new features and usage instructions.
- Removed deprecated Dashboard.html component and integrated dashboard functionality directly into the main application.
- Revised architecture documentation for clarity and added module map and request flow diagrams.
- Enhanced maintenance model to include equipment association and cost tracking.
- Updated requirements.txt to include new dependencies (httpx, pandas, numpy).
- Improved consumption, maintenance, production, and reporting routes with better validation and response handling.
- Added unit tests for maintenance and production routes, ensuring proper CRUD operations and validation.
- Enhanced reporting service to calculate and return detailed summary statistics.
- Redesigned Dashboard.html for improved user experience and integrated Chart.js for visualizing simulation results.
2025-10-20 20:53:55 +02:00
fee857637f Add models and routes for costs, consumption, equipment, maintenance, and production; implement CRUD operations and unit tests 2025-10-20 19:21:47 +02:00
0b19a93e0d Implement distribution management API and UI forms; add distribution model and tests 2025-10-20 18:51:23 +02:00
39c45e720c Add initial implementation of CalMiner with project structure, environment setup, and core features
- Create .env.example for environment variables
- Update README with project structure and development setup instructions
- Implement FastAPI application with API routes for scenarios and parameters
- Add database models for scenarios, parameters, and simulation results
- Introduce validation middleware for JSON requests
- Create services for running simulations and generating reports
- Add testing strategy and directory structure in documentation
2025-10-20 18:37:57 +02:00