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.
272 lines
11 KiB
HTML
272 lines
11 KiB
HTML
{% extends "base.html" %}
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{% block title %}Capex Planner · CalMiner{% endblock %}
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{% block content %}
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<nav class="breadcrumb">
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<a href="{{ url_for('projects.project_list_page') }}">Projects</a>
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{% if project %}
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<a href="{{ url_for('projects.view_project', project_id=project.id) }}">{{ project.name }}</a>
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{% endif %}
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{% if scenario %}
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<a href="{{ url_for('scenarios.view_scenario', scenario_id=scenario.id) }}">{{ scenario.name }}</a>
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{% endif %}
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<span aria-current="page">Capex Planner</span>
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</nav>
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<header class="page-header">
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<div>
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<h1>Capex Planner</h1>
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<p class="text-muted">Plan capital requirements for {{ scenario.name if scenario else 'this scenario' }}.</p>
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</div>
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<div class="header-actions">
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{% if scenario_url %}
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<a class="btn" href="{{ scenario_url }}">Scenario Overview</a>
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{% elif project_url %}
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<a class="btn" href="{{ project_url }}">Project Overview</a>
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{% elif cancel_url %}
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<a class="btn" href="{{ cancel_url }}">Back</a>
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{% endif %}
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{% if scenario_portfolio_url %}
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<a class="btn" href="{{ scenario_portfolio_url }}">Scenario Portfolio</a>
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{% endif %}
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<button class="btn primary" type="submit" form="capex-form">Save & Calculate</button>
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</div>
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</header>
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{% if errors %}
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<div class="alert alert-error">
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<h2 class="sr-only">Submission errors</h2>
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<ul>
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{% for message in errors %}
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<li>{{ message }}</li>
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{% endfor %}
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</ul>
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</div>
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{% endif %}
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{% if notices %}
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<div class="alert alert-info">
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<ul>
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{% for message in notices %}
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<li>{{ message }}</li>
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{% endfor %}
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</ul>
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</div>
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{% endif %}
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<form id="capex-form" class="form scenario-form" method="post" action="{{ form_action }}">
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<input type="hidden" name="csrf_token" value="{{ csrf_token or '' }}" />
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<input type="hidden" name="options[persist]" value="{{ '1' if options is defined and options and options.persist else '' }}" />
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<div class="layout-two-column stackable">
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<section class="panel">
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<header class="section-header">
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<h2>Capex Components</h2>
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<p class="section-subtitle">Break down initial capital items with category, amount, and timing.</p>
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</header>
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<div class="table-actions">
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<button class="btn secondary" type="button" data-action="add-component">Add Component</button>
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</div>
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{% if component_errors is defined and component_errors %}
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<div class="alert alert-error slim" role="alert" aria-live="polite">
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<h3 class="sr-only">Component issues</h3>
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<ul>
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{% for message in component_errors %}
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<li>{{ message }}</li>
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{% endfor %}
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</ul>
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</div>
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{% endif %}
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{% if component_notices is defined and component_notices %}
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<div class="alert alert-info slim" role="status" aria-live="polite">
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<ul>
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{% for message in component_notices %}
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<li>{{ message }}</li>
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{% endfor %}
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</ul>
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</div>
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{% endif %}
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<div class="table-responsive horizontal-scroll">
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<table class="input-table">
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<thead>
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<tr>
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<th scope="col">Category</th>
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<th scope="col">Component</th>
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<th scope="col">Amount</th>
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<th scope="col">Currency</th>
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<th scope="col">Spend Year</th>
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<th scope="col">Notes</th>
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<th class="sr-only" scope="col">Actions</th>
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</tr>
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</thead>
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<tbody>
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{% set component_entries = (components if components is defined and components else [{}]) %}
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{% for component in component_entries %}
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<tr data-row-index="{{ loop.index0 }}">
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<td>
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<input type="hidden" name="components[{{ loop.index0 }}][id]" value="{{ component.id or '' }}" />
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<select name="components[{{ loop.index0 }}][category]">
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{% for option in category_options %}
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<option value="{{ option.value }}" {% if component.category == option.value %}selected{% endif %}>{{ option.label }}</option>
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{% endfor %}
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</select>
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</td>
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<td>
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<input type="text" name="components[{{ loop.index0 }}][name]" value="{{ component.name or '' }}" />
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</td>
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<td>
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<input type="number" min="0" step="0.01" name="components[{{ loop.index0 }}][amount]" value="{{ component.amount or '' }}" />
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</td>
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<td>
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<input type="text" maxlength="3" name="components[{{ loop.index0 }}][currency]" value="{{ component.currency or currency_code or (scenario.currency if scenario else '') or (project.currency if project else '') }}" />
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</td>
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<td>
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<input type="number" min="0" step="1" name="components[{{ loop.index0 }}][spend_year]" value="{{ component.spend_year or '' }}" />
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</td>
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<td>
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<input type="text" name="components[{{ loop.index0 }}][notes]" value="{{ component.notes or '' }}" />
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</td>
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<td class="row-actions">
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<button class="btn link" type="button" data-action="remove-component">Remove</button>
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</td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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</div>
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<p class="muted">Add rows for each capital item. Amounts should reflect pre-contingency values.</p>
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</section>
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<aside class="panel">
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<header class="section-header">
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<h2>Global Parameters</h2>
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<p class="section-subtitle">Configure defaults applied across components.</p>
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</header>
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<div class="form-grid">
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<div class="form-group">
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<label for="capex_currency_code">Default Currency</label>
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<input id="capex_currency_code" name="parameters[currency_code]" type="text" maxlength="3" value="{{ (parameters.currency_code if parameters is defined and parameters else None) or (currency_code if currency_code is defined else None) or (scenario.currency if scenario else None) or (project.currency if project else '') }}" />
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</div>
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<div class="form-group">
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<label for="contingency_pct">Contingency (%)</label>
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<input id="contingency_pct" name="parameters[contingency_pct]" type="number" min="0" max="100" step="0.01" value="{{ (parameters.contingency_pct if parameters is defined and parameters else '') }}" />
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<p class="field-help">Applied across component totals.</p>
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</div>
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<div class="form-group">
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<label for="discount_rate">Discount Rate (%)</label>
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<input id="discount_rate" name="parameters[discount_rate_pct]" type="number" min="0" max="100" step="0.01" value="{{ (parameters.discount_rate_pct if parameters is defined and parameters else None) or (scenario.discount_rate if scenario else '') }}" />
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</div>
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<div class="form-group">
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<label for="evaluation_horizon_years">Evaluation Horizon (years)</label>
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<input id="evaluation_horizon_years" name="parameters[evaluation_horizon_years]" type="number" min="1" step="1" value="{{ (parameters.evaluation_horizon_years if parameters is defined and parameters else None) or (default_horizon if default_horizon is defined else '') }}" />
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</div>
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</div>
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<div class="panel">
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<h3>Assumptions</h3>
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<dl class="definition-list">
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<div>
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<dt>Categories Configured</dt>
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<dd>{{ category_options | length }}</dd>
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</div>
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<div>
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<dt>Last Updated</dt>
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<dd>{{ last_updated_at or '—' }}</dd>
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</div>
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</dl>
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<p class="muted">Defaults reflect scenario preferences. Adjust before calculating.</p>
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</div>
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</aside>
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</div>
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</form>
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<section class="report-section">
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<header class="section-header">
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<h2>Capex Summary</h2>
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<p class="section-subtitle">Calculated totals and categorized breakdowns.</p>
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</header>
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{% if result %}
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<div class="report-grid">
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<article class="report-card">
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<h3>Total Capex</h3>
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<p class="metric">
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<strong>{{ result.totals.overall | currency_display(result.currency) }}</strong>
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</p>
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</article>
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<article class="report-card">
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<h3>Contingency Applied</h3>
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<p class="metric">
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<strong>{{ result.totals.contingency_amount | currency_display(result.currency) }}</strong>
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</p>
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</article>
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<article class="report-card">
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<h3>Grand Total</h3>
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<p class="metric">
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<strong>{{ result.totals.with_contingency | currency_display(result.currency) }}</strong>
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</p>
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</article>
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</div>
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{% if result.totals.by_category %}
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<table class="metrics-table">
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<thead>
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<tr>
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<th scope="col">Category</th>
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<th scope="col">Amount</th>
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<th scope="col">Share</th>
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</tr>
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</thead>
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<tbody>
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{% for row in result.totals.by_category %}
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<tr>
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<th scope="row">{{ row.category }}</th>
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<td>{{ row.amount | currency_display(result.currency) }}</td>
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<td>{{ row.share | percentage_display }}</td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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{% endif %}
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{% if result.timeline %}
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<table class="metrics-table">
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<thead>
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<tr>
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<th scope="col">Year</th>
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<th scope="col">Spend</th>
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<th scope="col">Cumulative</th>
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</tr>
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</thead>
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<tbody>
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{% for entry in result.timeline %}
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<tr>
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<th scope="row">{{ entry.year }}</th>
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<td>{{ entry.spend | currency_display(result.currency) }}</td>
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<td>{{ entry.cumulative | currency_display(result.currency) }}</td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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{% endif %}
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{% else %}
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<p class="muted">Provide component details and calculate to see capex totals.</p>
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{% endif %}
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</section>
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<section class="report-section">
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<header class="section-header">
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<h2>Visualizations</h2>
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<p class="section-subtitle">Charts render after calculations complete.</p>
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</header>
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<div id="capex-category-chart" class="chart-container"></div>
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<div id="capex-timeline-chart" class="chart-container"></div>
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</section>
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{% endblock %}
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