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calminer/templates/scenarios/form.html
zwitschi 522b1e4105
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feat: add scenarios list page with metrics and quick actions
- 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

153 lines
6.9 KiB
HTML

{% extends "base.html" %}
{% block title %}{% if scenario %}Edit {{ scenario.name }}{% else %}New Scenario{% endif %} · CalMiner{% endblock %}
{% block head_extra %}
<link rel="stylesheet" href="/static/css/scenarios.css" />
{% endblock %}
{% block content %}
<nav class="breadcrumb">
<a href="{{ url_for('projects.project_list_page') }}">Projects</a>
<a href="{{ url_for('projects.view_project', project_id=project.id) }}">{{ project.name }}</a>
{% if scenario %}
<span aria-current="page">Edit Scenario</span>
{% else %}
<span aria-current="page">New Scenario</span>
{% endif %}
</nav>
{% set error = error | default(None) %}
{% set error_field = error_field | default(None) %}
{% set currency_error = error if error_field == 'currency' else None %}
{% set name_error = error if error_field == 'name' else None %}
{% if error and not error_field %}
<div class="alert alert-error">{{ error }}</div>
{% endif %}
<form class="form scenario-form" method="post" action="{{ form_action }}">
<header class="page-header">
<div>
<h1>{% if scenario %}Edit Scenario{% else %}Create Scenario{% endif %}</h1>
<p class="text-muted">Scenarios inherit pricing defaults from <strong>{{ project.name }}</strong>.</p>
</div>
<div class="header-actions">
<a class="btn" href="{{ cancel_url }}">Cancel</a>
<button class="btn primary" type="submit">Save Scenario</button>
</div>
</header>
<section class="card scenario-context-card">
<h2>Project Context</h2>
<p class="field-help">Defaults below come from project pricing. Leave optional fields blank to reuse shared assumptions.</p>
<dl class="definition-list">
<div>
<dt>Project</dt>
<dd><a href="{{ url_for('projects.view_project', project_id=project.id) }}">{{ project.name }}</a></dd>
</div>
<div>
<dt>Operation Type</dt>
<dd>{{ project.operation_type.value.replace('_', ' ') | title }}</dd>
</div>
<div>
<dt>Default Currency</dt>
<dd>{{ default_currency or 'Not configured' }}</dd>
</div>
</dl>
<ul class="scenario-defaults">
<li>
<strong>Status Guidance</strong>
<span>Draft scenarios remain internal; switch to Active once this represents your baseline, and Archive when retiring assumptions.</span>
</li>
<li>
<strong>Baseline Reminder</strong>
<span>Keep a single Active scenario to serve as the default baseline when launching profitability or planner workflows.</span>
</li>
<li>
<strong>Currency Tip</strong>
<span>If you leave currency empty, CalMiner applies the project default shown above.</span>
</li>
</ul>
</section>
<section class="card">
<h2>Scenario Overview</h2>
<div class="form-grid">
<div class="form-group{% if name_error %} form-group--error{% endif %}">
<label for="name">Name</label>
<input id="name" name="name" type="text" required value="{{ scenario.name if scenario else '' }}" {% if name_error %}aria-invalid="true"{% endif %} />
{% if name_error %}
<p class="field-error">{{ name_error }}</p>
{% else %}
<p class="field-help">Name must be unique within {{ project.name }}.</p>
{% endif %}
</div>
<div class="form-group">
<label for="status">Status</label>
<select id="status" name="status">
{% for value, label in scenario_statuses %}
<option value="{{ value }}" {% if scenario and scenario.status.value == value %}selected{% endif %}>{{ label }}</option>
{% endfor %}
</select>
<p class="field-help">Use Draft while iterating, set Active for your go-to baseline, and Archive to keep historical context.</p>
</div>
<div class="form-group{% if currency_error %} form-group--error{% endif %}">
<label for="currency">Currency</label>
{% set currency_prefill = scenario.currency if scenario and scenario.currency else default_currency %}
<input id="currency" name="currency" type="text" maxlength="3" value="{{ currency_prefill or '' }}" placeholder="{{ default_currency or '' }}" {% if currency_error %}aria-invalid="true"{% endif %} />
{% if currency_error %}
<p class="field-error">{{ currency_error }}</p>
{% else %}
<p class="field-help">Use a three-letter ISO code (e.g., USD). Defaults to {{ default_currency or 'the project currency' }}.</p>
{% endif %}
</div>
<div class="form-group">
<label for="primary_resource">Primary Resource</label>
<select id="primary_resource" name="primary_resource">
<option value=""></option>
{% for value, label in resource_types %}
<option value="{{ value }}" {% if scenario and scenario.primary_resource and scenario.primary_resource.value == value %}selected{% endif %}>{{ label }}</option>
{% endfor %}
</select>
<p class="field-help">Optional. Helps planners prioritise inputs tied to this commodity.</p>
</div>
</div>
</section>
<section class="card">
<h2>Assumptions & Timeline</h2>
<div class="form-grid">
<div class="form-group">
<label for="start_date">Start Date</label>
<input id="start_date" name="start_date" type="date" value="{{ scenario.start_date if scenario else '' }}" />
<p class="field-help">Optional. Use to align calculations with anticipated project kickoff.</p>
</div>
<div class="form-group">
<label for="end_date">End Date</label>
<input id="end_date" name="end_date" type="date" value="{{ scenario.end_date if scenario else '' }}" />
<p class="field-help">Optional. Leave blank for open-ended scenarios.</p>
</div>
<div class="form-group">
<label for="discount_rate">Discount Rate (%)</label>
<input id="discount_rate" name="discount_rate" type="number" step="0.01" value="{{ scenario.discount_rate if scenario else '' }}" />
<p class="field-help">Leave empty to reuse the project default during profitability calculations.</p>
</div>
</div>
<div class="form-group">
<label for="description">Description</label>
<textarea id="description" name="description" rows="5" placeholder="Describe the key drivers or differences for this scenario.">{{ scenario.description if scenario else '' }}</textarea>
<p class="field-help">Summarise what distinguishes this scenario for collaborators and future audits.</p>
</div>
</section>
<div class="form-actions">
<a class="btn" href="{{ cancel_url }}">Cancel</a>
<button class="btn primary" type="submit">Save Scenario</button>
</div>
</form>
{% endblock %}