- 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.
206 lines
7.9 KiB
HTML
206 lines
7.9 KiB
HTML
{% extends "base.html" %}
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{% block title %}Project Summary | CalMiner{% endblock %}
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{% block content %}
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{% include "partials/reports_header.html" with context %}
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{% include "partials/reports/options_card.html" with options=include_options iterations=iterations percentiles=percentiles %}
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{% include "partials/reports/filters_card.html" with filters=filters %}
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<section class="report-overview">
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<div class="report-grid">
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<article class="report-card">
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<h2>Project Details</h2>
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<dl class="definition-list">
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<div>
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<dt>Name</dt>
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<dd>{{ project.name }}</dd>
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</div>
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<div>
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<dt>Location</dt>
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<dd>{{ project.location or "—" }}</dd>
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</div>
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<div>
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<dt>Operation Type</dt>
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<dd>{{ project.operation_type | replace("_", " ") | title }}</dd>
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</div>
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<div>
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<dt>Scenarios</dt>
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<dd>{{ scenario_count }}</dd>
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</div>
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<div>
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<dt>Created</dt>
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<dd>{{ project.created_at | format_datetime }}</dd>
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</div>
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<div>
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<dt>Updated</dt>
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<dd>{{ project.updated_at | format_datetime }}</dd>
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</div>
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</dl>
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</article>
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<article class="report-card">
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<h2>Financial Summary</h2>
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<ul class="metric-list">
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<li>
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<span>Total Inflows</span>
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<strong>{{ aggregates.financials.total_inflows | currency_display(project.currency) }}</strong>
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</li>
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<li>
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<span>Total Outflows</span>
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<strong>{{ aggregates.financials.total_outflows | currency_display(project.currency) }}</strong>
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</li>
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<li>
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<span>Net Cash Flow</span>
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<strong>{{ aggregates.financials.total_net | currency_display(project.currency) }}</strong>
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</li>
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</ul>
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</article>
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<article class="report-card">
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<h2>Deterministic Metrics</h2>
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{% if aggregates.deterministic_metrics %}
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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">Metric</th>
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<th scope="col">Average</th>
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<th scope="col">Best</th>
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<th scope="col">Worst</th>
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</tr>
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</thead>
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<tbody>
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{% for key, metric in aggregates.deterministic_metrics.items() %}
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<tr>
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<th scope="row">{{ key | replace("_", " ") | title }}</th>
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<td>{{ metric.average | format_metric(key, project.currency) }}</td>
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<td>{{ metric.maximum | format_metric(key, project.currency) }}</td>
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<td>{{ metric.minimum | format_metric(key, project.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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{% else %}
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<p class="muted">Deterministic metrics are unavailable for the current filters.</p>
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{% endif %}
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</article>
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</div>
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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>Scenario Breakdown</h2>
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<p class="section-subtitle">Deterministic metrics and Monte Carlo summaries for each scenario.</p>
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</header>
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{% if scenarios %}
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{% for item in scenarios %}
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<article class="scenario-card">
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<div class="scenario-card-header">
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<div>
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<h3>{{ item.scenario.name }}</h3>
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<p class="muted">{{ item.scenario.status | title }} · {{ item.scenario.primary_resource or "No primary resource" }}</p>
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</div>
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<div class="scenario-meta">
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<span class="meta-label">Currency</span>
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<span class="meta-value">{{ item.scenario.currency or project.currency or "—" }}</span>
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</div>
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{% include "partials/reports/scenario_actions.html" with scenario=item.scenario %}
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</div>
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<div class="scenario-grid">
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<section class="scenario-panel">
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<h4>Financial Totals</h4>
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<ul class="metric-list compact">
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<li>
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<span>Inflows</span>
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<strong>{{ item.financials.inflows | currency_display(item.scenario.currency or project.currency) }}</strong>
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</li>
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<li>
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<span>Outflows</span>
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<strong>{{ item.financials.outflows | currency_display(item.scenario.currency or project.currency) }}</strong>
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</li>
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<li>
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<span>Net</span>
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<strong>{{ item.financials.net | currency_display(item.scenario.currency or project.currency) }}</strong>
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</li>
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</ul>
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<h5>By Category</h5>
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{% if item.financials.by_category %}
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<ul class="metric-list compact">
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{% for label, value in item.financials.by_category.items() %}
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<li>
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<span>{{ label | replace("_", " ") | title }}</span>
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<strong>{{ value | currency_display(item.scenario.currency or project.currency) }}</strong>
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</li>
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{% endfor %}
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</ul>
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{% else %}
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<p class="muted">No financial inputs recorded.</p>
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{% endif %}
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</section>
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<section class="scenario-panel">
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<h4>Deterministic Metrics</h4>
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<table class="metrics-table">
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<tbody>
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<tr>
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<th scope="row">Discount Rate</th>
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<td>{{ item.metrics.discount_rate | percentage_display }}</td>
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</tr>
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<tr>
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<th scope="row">NPV</th>
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<td>{{ item.metrics.npv | currency_display(item.scenario.currency or project.currency) }}</td>
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</tr>
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<tr>
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<th scope="row">IRR</th>
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<td>{{ item.metrics.irr | percentage_display }}</td>
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</tr>
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<tr>
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<th scope="row">Payback Period</th>
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<td>{{ item.metrics.payback_period | period_display }}</td>
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</tr>
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</tbody>
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</table>
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{% if item.metrics.notes %}
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<ul class="note-list">
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{% for note in item.metrics.notes %}
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<li>{{ note }}</li>
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{% endfor %}
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</ul>
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{% endif %}
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</section>
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<section class="scenario-panel">
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<h4>Monte Carlo Summary</h4>
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{% if item.monte_carlo and item.monte_carlo.available %}
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<p class="muted">
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Iterations: {{ item.monte_carlo.iterations }}
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{% if percentiles %}
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· Percentiles:
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{% for percentile in percentiles %}
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{{ '%g' % percentile }}{% if not loop.last %}, {% endif %}
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{% endfor %}
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{% endif %}
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</p>
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{% include "partials/reports/monte_carlo_table.html" with metrics=item.monte_carlo.metrics currency=item.scenario.currency or project.currency percentiles=percentiles %}
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{% else %}
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<p class="muted">Monte Carlo metrics are unavailable for this scenario.</p>
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{% if item.monte_carlo and item.monte_carlo.notes %}
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<ul class="note-list">
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{% for note in item.monte_carlo.notes %}
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<li>{{ note }}</li>
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{% endfor %}
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</ul>
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{% endif %}
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{% endif %}
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</section>
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</div>
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</article>
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{% endfor %}
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{% else %}
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<p class="muted">No scenarios match the current filters.</p>
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{% endif %}
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</section>
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{% endblock %}
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