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Implement Period Management Framework #112

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opened 2025-10-03 22:37:17 +00:00 by tegwick · 0 comments
tegwick commented 2025-10-03 22:37:17 +00:00
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Priority: HIGH | Effort: 2 days | Dependencies: Database Schema

User Story

As a financial administrator, I want to manage calculation periods so that costs can be properly allocated and tracked within specific timeframes.

Description

Create the period management system that handles period creation, status management, and period-based calculations for cost allocation.

Technical Implementation

  • New Files: markitect/finance/period_manager.py, tests/test_period_manager.py

Acceptance Criteria

  • PeriodManager class with period lifecycle management
  • Period status management (open/calculating/closed)
  • Automatic period creation and transitions
  • Period overlap validation
  • Period-based data aggregation
  • Loss carried forward calculations
  • Period closure validation
  • Unit tests for all period operations

Related Issues

Core component for Issue #88 (Cost Tracking for Issues)

**Priority**: HIGH | **Effort**: 2 days | **Dependencies**: Database Schema ## User Story As a financial administrator, I want to manage calculation periods so that costs can be properly allocated and tracked within specific timeframes. ## Description Create the period management system that handles period creation, status management, and period-based calculations for cost allocation. ## Technical Implementation - **New Files**: markitect/finance/period_manager.py, tests/test_period_manager.py ## Acceptance Criteria - [ ] PeriodManager class with period lifecycle management - [ ] Period status management (open/calculating/closed) - [ ] Automatic period creation and transitions - [ ] Period overlap validation - [ ] Period-based data aggregation - [ ] Loss carried forward calculations - [ ] Period closure validation - [ ] Unit tests for all period operations ## Related Issues Core component for Issue #88 (Cost Tracking for Issues)
tegwick added the priority:hightype:feature labels 2025-10-03 22:37:17 +00:00
tegwick added this to the Issue Cost Tracking and Estimation project 2025-10-03 22:38:41 +00:00
tegwick moved this to Done in Issue Cost Tracking and Estimation on 2025-10-04 21:41:56 +00:00
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Reference: coulomb/markitect-main#112
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