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.
313 lines
12 KiB
HTML
313 lines
12 KiB
HTML
{% extends "base.html" %}
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{% block title %}Opex 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">Opex 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>Opex Planner</h1>
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<p class="text-muted">Capture recurring operational costs and review annual totals with escalation assumptions.</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="opex-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="opex-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 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>Opex Components</h2>
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<p class="section-subtitle">List recurring cost items with frequency, unit cost, and quantities.</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-opex-component">Add Component</button>
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</div>
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{% if 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 %}
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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">Unit Cost</th>
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<th scope="col">Quantity</th>
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<th scope="col">Frequency</th>
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<th scope="col">Currency</th>
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<th scope="col">Start Period</th>
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<th scope="col">End Period</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 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 }}][unit_cost]" value="{{ component.unit_cost 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 }}][quantity]" value="{{ component.quantity or '' }}" />
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</td>
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<td>
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<select name="components[{{ loop.index0 }}][frequency]">
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{% for option in frequency_options %}
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<option value="{{ option.value }}" {% if component.frequency == 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" 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="1" step="1" name="components[{{ loop.index0 }}][period_start]" value="{{ component.period_start or '' }}" />
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</td>
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<td>
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<input type="number" min="1" step="1" name="components[{{ loop.index0 }}][period_end]" value="{{ component.period_end 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-opex-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">Use start and end periods to indicate when the cost applies within the evaluation horizon.</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">Control escalation and discount assumptions applied to totals.</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="opex_currency_code">Default Currency</label>
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<input id="opex_currency_code" name="parameters[currency_code]" type="text" maxlength="3" value="{{ parameters.currency_code or currency_code or (scenario.currency if scenario else '') 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="opex_escalation_pct">Escalation (%)</label>
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<input id="opex_escalation_pct" name="parameters[escalation_pct]" type="number" min="0" max="100" step="0.01" value="{{ parameters.escalation_pct if parameters.escalation_pct is not none else '' }}" />
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</div>
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<div class="form-group">
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<label for="opex_discount_rate_pct">Discount Rate (%)</label>
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<input id="opex_discount_rate_pct" name="parameters[discount_rate_pct]" type="number" min="0" max="100" step="0.01" value="{{ parameters.discount_rate_pct if parameters.discount_rate_pct is not none else (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="opex_horizon_years">Evaluation Horizon (years)</label>
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<input id="opex_horizon_years" name="parameters[evaluation_horizon_years]" type="number" min="1" step="1" value="{{ parameters.evaluation_horizon_years if parameters.evaluation_horizon_years is not none else default_horizon }}" />
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</div>
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<div class="form-group checkbox">
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<label>
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<input type="checkbox" name="parameters[apply_escalation]" value="1" {% if parameters.apply_escalation %}checked{% endif %} />
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Apply escalation to timeline totals
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</label>
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</div>
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</div>
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<div class="form-group">
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<label for="snapshot_notes">Snapshot Notes</label>
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<textarea id="snapshot_notes" name="options[snapshot_notes]" rows="3">{{ options.snapshot_notes or '' }}</textarea>
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<p class="field-help">Optional. Appears alongside persisted snapshots.</p>
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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>Frequencies Supported</dt>
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<dd>{{ frequency_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>Opex Summary</h2>
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<p class="section-subtitle">Annual totals, escalation impacts, and category 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>Annual Opex Total</h3>
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<p class="metric">
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<strong>{{ result.totals.overall_annual | 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>Escalated Total</h3>
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<p class="metric">
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<strong>
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{% if result.totals.escalated_total is not none %}
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{{ result.totals.escalated_total | currency_display(result.currency) }}
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{% else %}
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—
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{% endif %}
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</strong>
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</p>
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</article>
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<article class="report-card">
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<h3>Annual Average (Escalated)</h3>
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<p class="metric">
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<strong>
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{% if result.metrics.annual_average is not none %}
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{{ result.metrics.annual_average | currency_display(result.currency) }}
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{% else %}
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—
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{% endif %}
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</strong>
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</p>
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</article>
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</div>
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<div class="panel">
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<h3>Category Breakdown</h3>
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<div class="table-responsive">
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<table class="data-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">Annual Cost</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 entry in result.totals.by_category %}
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<tr>
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<td>{{ entry.category | title }}</td>
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<td>{{ entry.annual_cost | currency_display(result.currency) }}</td>
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<td>{% if entry.share is not none %}{{ entry.share | round(2) }}{% else %}—{% endif %}</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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</div>
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<div class="panel">
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<h3>Timeline</h3>
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<div class="table-responsive">
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<table class="data-table">
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<thead>
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<tr>
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<th scope="col">Period</th>
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<th scope="col">Base Cost</th>
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<th scope="col">Escalated Cost</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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<td>{{ entry.period }}</td>
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<td>{{ entry.base_cost | currency_display(result.currency) }}</td>
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<td>
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{% if entry.escalated_cost is not none %}
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{{ entry.escalated_cost | currency_display(result.currency) }}
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{% else %}
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—
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{% endif %}
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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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</div>
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{% else %}
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<p class="muted">Run the calculation to populate summary metrics and timeline insights.</p>
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{% endif %}
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</section>
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{% endblock %}
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