zwitschi
522b1e4105
- 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.
347 lines
10 KiB
Python
347 lines
10 KiB
Python
"""Pydantic schemas for calculation workflows."""
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from __future__ import annotations
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from typing import List, Optional
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from pydantic import BaseModel, Field, PositiveFloat, ValidationError, field_validator
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from services.pricing import PricingResult
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class ImpurityInput(BaseModel):
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"""Impurity configuration row supplied by the client."""
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name: str = Field(..., min_length=1)
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value: float | None = Field(None, ge=0)
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threshold: float | None = Field(None, ge=0)
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penalty: float | None = Field(None)
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@field_validator("name")
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@classmethod
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def _normalise_name(cls, value: str) -> str:
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return value.strip()
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class ProfitabilityCalculationRequest(BaseModel):
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"""Request payload for profitability calculations."""
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metal: str = Field(..., min_length=1)
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ore_tonnage: PositiveFloat
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head_grade_pct: float = Field(..., gt=0, le=100)
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recovery_pct: float = Field(..., gt=0, le=100)
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payable_pct: float | None = Field(None, gt=0, le=100)
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reference_price: PositiveFloat
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treatment_charge: float = Field(0, ge=0)
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smelting_charge: float = Field(0, ge=0)
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moisture_pct: float = Field(0, ge=0, le=100)
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moisture_threshold_pct: float | None = Field(None, ge=0, le=100)
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moisture_penalty_per_pct: float | None = None
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premiums: float = Field(0)
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fx_rate: PositiveFloat = Field(1)
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currency_code: str | None = Field(None, min_length=3, max_length=3)
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opex: float = Field(0, ge=0)
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sustaining_capex: float = Field(0, ge=0)
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capex: float = Field(0, ge=0)
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discount_rate: float | None = Field(None, ge=0, le=100)
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periods: int = Field(10, ge=1, le=120)
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impurities: List[ImpurityInput] = Field(default_factory=list)
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@field_validator("currency_code")
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@classmethod
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def _uppercase_currency(cls, value: str | None) -> str | None:
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if value is None:
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return None
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return value.strip().upper()
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@field_validator("metal")
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@classmethod
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def _normalise_metal(cls, value: str) -> str:
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return value.strip().lower()
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class ProfitabilityCosts(BaseModel):
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"""Aggregated cost components for profitability output."""
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opex_total: float
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sustaining_capex_total: float
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capex: float
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class ProfitabilityMetrics(BaseModel):
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"""Financial KPIs yielded by the profitability calculation."""
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npv: float | None
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irr: float | None
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payback_period: float | None
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margin: float | None
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class CashFlowEntry(BaseModel):
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"""Normalized cash flow row for reporting and charting."""
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period: int
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revenue: float
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opex: float
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sustaining_capex: float
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net: float
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class ProfitabilityCalculationResult(BaseModel):
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"""Response body summarizing profitability calculation outputs."""
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pricing: PricingResult
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costs: ProfitabilityCosts
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metrics: ProfitabilityMetrics
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cash_flows: list[CashFlowEntry]
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currency: str | None
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class CapexComponentInput(BaseModel):
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"""Capex component entry supplied by the UI."""
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id: int | None = Field(default=None, ge=1)
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name: str = Field(..., min_length=1)
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category: str = Field(..., min_length=1)
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amount: float = Field(..., ge=0)
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currency: str | None = Field(None, min_length=3, max_length=3)
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spend_year: int | None = Field(None, ge=0, le=120)
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notes: str | None = Field(None, max_length=500)
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@field_validator("currency")
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@classmethod
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def _uppercase_currency(cls, value: str | None) -> str | None:
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if value is None:
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return None
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return value.strip().upper()
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@field_validator("category")
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@classmethod
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def _normalise_category(cls, value: str) -> str:
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return value.strip().lower()
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@field_validator("name")
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@classmethod
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def _trim_name(cls, value: str) -> str:
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return value.strip()
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class CapexParameters(BaseModel):
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"""Global parameters applied to capex calculations."""
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currency_code: str | None = Field(None, min_length=3, max_length=3)
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contingency_pct: float | None = Field(0, ge=0, le=100)
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discount_rate_pct: float | None = Field(None, ge=0, le=100)
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evaluation_horizon_years: int | None = Field(10, ge=1, le=100)
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@field_validator("currency_code")
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@classmethod
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def _uppercase_currency(cls, value: str | None) -> str | None:
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if value is None:
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return None
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return value.strip().upper()
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class CapexCalculationOptions(BaseModel):
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"""Optional behaviour flags for capex calculations."""
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persist: bool = False
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class CapexCalculationRequest(BaseModel):
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"""Request payload for capex aggregation."""
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components: List[CapexComponentInput] = Field(default_factory=list)
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parameters: CapexParameters = Field(
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default_factory=CapexParameters, # type: ignore[arg-type]
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)
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options: CapexCalculationOptions = Field(
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default_factory=CapexCalculationOptions, # type: ignore[arg-type]
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)
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class CapexCategoryBreakdown(BaseModel):
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"""Breakdown entry describing category totals."""
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category: str
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amount: float = Field(..., ge=0)
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share: float | None = Field(None, ge=0, le=100)
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class CapexTotals(BaseModel):
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"""Aggregated totals for capex workflows."""
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overall: float = Field(..., ge=0)
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contingency_pct: float = Field(0, ge=0, le=100)
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contingency_amount: float = Field(..., ge=0)
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with_contingency: float = Field(..., ge=0)
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by_category: List[CapexCategoryBreakdown] = Field(default_factory=list)
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class CapexTimelineEntry(BaseModel):
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"""Spend profile entry grouped by year."""
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year: int
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spend: float = Field(..., ge=0)
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cumulative: float = Field(..., ge=0)
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class CapexCalculationResult(BaseModel):
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"""Response body for capex calculations."""
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totals: CapexTotals
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timeline: List[CapexTimelineEntry] = Field(default_factory=list)
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components: List[CapexComponentInput] = Field(default_factory=list)
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parameters: CapexParameters
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options: CapexCalculationOptions
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currency: str | None
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class OpexComponentInput(BaseModel):
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"""opex component entry supplied by the UI."""
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id: int | None = Field(default=None, ge=1)
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name: str = Field(..., min_length=1)
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category: str = Field(..., min_length=1)
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unit_cost: float = Field(..., ge=0)
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quantity: float = Field(..., ge=0)
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frequency: str = Field(..., min_length=1)
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currency: str | None = Field(None, min_length=3, max_length=3)
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period_start: int | None = Field(None, ge=0, le=240)
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period_end: int | None = Field(None, ge=0, le=240)
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notes: str | None = Field(None, max_length=500)
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@field_validator("currency")
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@classmethod
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def _uppercase_currency(cls, value: str | None) -> str | None:
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if value is None:
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return None
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return value.strip().upper()
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@field_validator("category")
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@classmethod
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def _normalise_category(cls, value: str) -> str:
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return value.strip().lower()
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@field_validator("frequency")
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@classmethod
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def _normalise_frequency(cls, value: str) -> str:
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return value.strip().lower()
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@field_validator("name")
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@classmethod
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def _trim_name(cls, value: str) -> str:
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return value.strip()
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class OpexParameters(BaseModel):
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"""Global parameters applied to opex calculations."""
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currency_code: str | None = Field(None, min_length=3, max_length=3)
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escalation_pct: float | None = Field(None, ge=0, le=100)
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discount_rate_pct: float | None = Field(None, ge=0, le=100)
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evaluation_horizon_years: int | None = Field(10, ge=1, le=100)
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apply_escalation: bool = True
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@field_validator("currency_code")
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@classmethod
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def _uppercase_currency(cls, value: str | None) -> str | None:
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if value is None:
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return None
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return value.strip().upper()
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class OpexOptions(BaseModel):
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"""Optional behaviour flags for opex calculations."""
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persist: bool = False
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snapshot_notes: str | None = Field(None, max_length=500)
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class OpexCalculationRequest(BaseModel):
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"""Request payload for opex aggregation."""
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components: List[OpexComponentInput] = Field(
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default_factory=list)
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parameters: OpexParameters = Field(
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default_factory=OpexParameters, # type: ignore[arg-type]
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)
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options: OpexOptions = Field(
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default_factory=OpexOptions, # type: ignore[arg-type]
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)
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class OpexCategoryBreakdown(BaseModel):
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"""Category breakdown for opex totals."""
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category: str
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annual_cost: float = Field(..., ge=0)
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share: float | None = Field(None, ge=0, le=100)
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class OpexTimelineEntry(BaseModel):
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"""Timeline entry representing cost over evaluation periods."""
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period: int
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base_cost: float = Field(..., ge=0)
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escalated_cost: float | None = Field(None, ge=0)
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class OpexMetrics(BaseModel):
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"""Derived KPIs for opex outputs."""
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annual_average: float | None
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cost_per_ton: float | None
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class OpexTotals(BaseModel):
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"""Aggregated totals for opex."""
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overall_annual: float = Field(..., ge=0)
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escalated_total: float | None = Field(None, ge=0)
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escalation_pct: float | None = Field(None, ge=0, le=100)
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by_category: List[OpexCategoryBreakdown] = Field(
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default_factory=list
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)
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class OpexCalculationResult(BaseModel):
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"""Response body summarising opex calculations."""
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totals: OpexTotals
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timeline: List[OpexTimelineEntry] = Field(default_factory=list)
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metrics: OpexMetrics
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components: List[OpexComponentInput] = Field(
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default_factory=list)
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parameters: OpexParameters
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options: OpexOptions
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currency: str | None
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__all__ = [
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"ImpurityInput",
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"ProfitabilityCalculationRequest",
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"ProfitabilityCosts",
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"ProfitabilityMetrics",
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"CashFlowEntry",
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"ProfitabilityCalculationResult",
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"CapexComponentInput",
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"CapexParameters",
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"CapexCalculationOptions",
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"CapexCalculationRequest",
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"CapexCategoryBreakdown",
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"CapexTotals",
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"CapexTimelineEntry",
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"CapexCalculationResult",
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"OpexComponentInput",
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"OpexParameters",
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"OpexOptions",
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"OpexCalculationRequest",
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"OpexCategoryBreakdown",
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"OpexTimelineEntry",
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"OpexMetrics",
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"OpexTotals",
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"OpexCalculationResult",
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"ValidationError",
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]
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