14 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
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
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
53879a411f feat: implement user and role models with password hashing, and add tests for user functionality 2025-11-09 21:45:29 +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