feat(locations): soft-remove monitoring locations without destroying history

When a client drops a location from scope mid-project (e.g. the office
half of a museum+office monitoring job), operators couldn't previously
mark it as no-longer-active without either deleting it (which would
orphan historical events) or leaving it in the active list looking
deployable.  Now there's a proper middle ground.

Data model
- MonitoringLocation gets two new nullable columns:
  - removed_at      — NULL means active; set means soft-removed
  - removal_reason  — optional operator note
  Migration: backend/migrate_add_location_removed.py (idempotent)

Endpoints
- POST /api/projects/{p}/locations/{l}/remove
    Body: { effective_date?: ISO-datetime, reason?: str }
    Side effects (cascade):
      1. Closes active UnitAssignment rows at this location
         (assigned_until = effective_date, status = "completed")
      2. Cancels pending ScheduledActions at this location
      3. Marks location.removed_at = effective_date
    Returns counts of assignments closed + actions cancelled.
- POST /api/projects/{p}/locations/{l}/restore
    Clears removed_at + removal_reason.  Does NOT auto-reopen
    assignments — operator creates new ones if resuming monitoring.

Active-surface filters
- locations-json defaults to active-only; pass include_removed=true
  for historical / reporting views.  Schedule modal dropdowns now
  exclude removed locations automatically.
- Metadata-backfill fuzzy matcher excludes removed locations from
  proposed targets (don't want backfill creating new assignments at
  decommissioned locations).
- Vibration-summary per_location rollup includes removed locations
  (so historical event totals stay accurate) but tags each with
  removed_at so the UI can show a badge.

UI
- Project detail page's Monitoring Locations section now splits into:
    Active locations (full card with Assign / Edit / Remove / Delete)
    Removed locations (collapsed <details>, greyed cards, Restore button,
                       shows removal date + reason)
- New per-card "Remove" button → opens confirmation modal explaining
  the cascade, with optional effective-date (defaults to now,
  backdateable) and reason fields.
- Unit detail's SFM Events attribution cell shows a small "removed"
  badge next to historical attributions whose location is no longer
  active.  Same pattern in vibration_summary's top-locations list.
- Soft-removal indicator surfaced through the events_for_unit
  attribution payload as location_removed_at.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
This commit is contained in:
2026-05-14 22:22:40 +00:00
parent fd37425f1c
commit d5a0163852
9 changed files with 531 additions and 38 deletions
+3
View File
@@ -361,6 +361,9 @@ def locations_search(
db.query(MonitoringLocation)
.filter(MonitoringLocation.project_id == project_id)
.filter(MonitoringLocation.location_type == "vibration")
# Don't propose creating assignments at removed locations — they
# were intentionally decommissioned and shouldn't be backfill targets.
.filter(MonitoringLocation.removed_at == None) # noqa: E711
.all()
)
+197 -17
View File
@@ -31,6 +31,7 @@ from backend.models import (
MonitoringSession,
DataFile,
UnitHistory,
ScheduledAction,
)
from backend.templates_config import templates
from backend.utils.timezone import local_to_utc
@@ -138,7 +139,7 @@ async def get_project_locations(
):
"""
Get all monitoring locations for a project.
Returns HTML partial with location list.
Returns HTML partial with location list, split into active + removed.
"""
project = db.query(Project).filter_by(id=project_id).first()
if not project:
@@ -152,10 +153,14 @@ async def get_project_locations(
locations = query.order_by(MonitoringLocation.name).all()
# Enrich with assignment info
locations_data = []
# Enrich with assignment info, splitting active vs removed.
active_data: list = []
removed_data: list = []
for location in locations:
# Get active assignment (active = assigned_until IS NULL)
# Get active assignment (active = assigned_until IS NULL). For
# removed locations this will normally be None because the
# /remove cascade closes them, but check anyway for resilience
# against legacy data.
assignment = db.query(UnitAssignment).filter(
and_(
UnitAssignment.location_id == location.id,
@@ -172,17 +177,23 @@ async def get_project_locations(
location_id=location.id
).count()
locations_data.append({
"location": location,
"assignment": assignment,
item = {
"location": location,
"assignment": assignment,
"assigned_unit": assigned_unit,
"session_count": session_count,
})
}
if location.removed_at is None:
active_data.append(item)
else:
removed_data.append(item)
return templates.TemplateResponse("partials/projects/location_list.html", {
"request": request,
"project": project,
"locations": locations_data,
"request": request,
"project": project,
"locations": active_data, # back-compat alias
"active_locations": active_data,
"removed_locations": removed_data,
})
@@ -191,10 +202,15 @@ async def get_project_locations_json(
project_id: str,
db: Session = Depends(get_db),
location_type: Optional[str] = Query(None),
include_removed: bool = Query(False),
):
"""
Get all monitoring locations for a project as JSON.
Used by the schedule modal to populate location dropdown.
Removed locations are filtered out by default (you can't schedule
a new action at a removed location). Pass `include_removed=true`
to get them too — useful for historical / reporting views.
"""
project = db.query(Project).filter_by(id=project_id).first()
if not project:
@@ -205,16 +221,21 @@ async def get_project_locations_json(
if location_type:
query = query.filter_by(location_type=location_type)
if not include_removed:
query = query.filter(MonitoringLocation.removed_at == None) # noqa: E711
locations = query.order_by(MonitoringLocation.name).all()
return [
{
"id": loc.id,
"name": loc.name,
"location_type": loc.location_type,
"description": loc.description,
"address": loc.address,
"coordinates": loc.coordinates,
"id": loc.id,
"name": loc.name,
"location_type": loc.location_type,
"description": loc.description,
"address": loc.address,
"coordinates": loc.coordinates,
"removed_at": loc.removed_at.isoformat() if loc.removed_at else None,
"removal_reason": loc.removal_reason,
}
for loc in locations
]
@@ -335,6 +356,165 @@ async def delete_location(
return {"success": True, "message": "Location deleted successfully"}
@router.post("/locations/{location_id}/remove")
async def remove_location(
project_id: str,
location_id: str,
request: Request,
db: Session = Depends(get_db),
):
"""
Soft-remove a monitoring location — mark it as no longer actively
monitored without destroying it.
Use case: a client drops a location from scope mid-project, but the
historical events recorded there should remain attributed. Deleting
would orphan those events; this preserves them.
Cascading side-effects:
1. All active UnitAssignment rows at this location are closed
(assigned_until = effective_date, status = "completed").
Units become available for other deployments.
2. All pending ScheduledAction rows at this location are cancelled
(execution_status = "cancelled").
3. Historical events stay attributed (attribution is window-based;
events with timestamp < effective_date still match the
now-closed assignment windows).
Accepts JSON body:
- effective_date: ISO datetime (optional, defaults to now)
- reason: operator note (optional)
"""
location = db.query(MonitoringLocation).filter_by(
id=location_id,
project_id=project_id,
).first()
if not location:
raise HTTPException(status_code=404, detail="Location not found")
if location.removed_at is not None:
raise HTTPException(
status_code=400,
detail=f"Location is already removed (as of {location.removed_at.isoformat()}).",
)
# Body is optional — POST with no body is fine and means "remove now,
# no reason given."
try:
payload = await request.json()
except Exception:
payload = {}
# Effective date: accept "YYYY-MM-DDTHH:MM" from datetime-local inputs or
# full ISO. Defaults to now if absent/empty.
raw_eff = payload.get("effective_date")
if raw_eff:
try:
effective_date = datetime.fromisoformat(raw_eff)
except (TypeError, ValueError):
raise HTTPException(
status_code=400,
detail=f"Invalid effective_date: {raw_eff!r}",
)
else:
effective_date = datetime.utcnow()
reason = (payload.get("reason") or "").strip() or None
# 1. Close active assignments at this location.
active_assignments = db.query(UnitAssignment).filter(
and_(
UnitAssignment.location_id == location_id,
UnitAssignment.assigned_until == None, # noqa: E711 — SQL NULL
)
).all()
for a in active_assignments:
a.status = "completed"
a.assigned_until = effective_date
_record_assignment_history(
db,
unit_id=a.unit_id,
change_type="assignment_ended",
old_value=location.name,
new_value="location removed",
notes=f"Location '{location.name}' marked as removed"
+ (f"{reason}" if reason else ""),
)
# 2. Cancel pending scheduled actions at this location.
pending_actions = db.query(ScheduledAction).filter(
and_(
ScheduledAction.location_id == location_id,
ScheduledAction.execution_status == "pending",
ScheduledAction.scheduled_time >= effective_date,
)
).all()
for sa in pending_actions:
sa.execution_status = "cancelled"
sa.error_message = (
f"Cancelled: location '{location.name}' marked as removed"
+ (f"{reason}" if reason else "")
)
# 3. Mark the location itself as removed.
location.removed_at = effective_date
location.removal_reason = reason
location.updated_at = datetime.utcnow()
db.commit()
return {
"success": True,
"message": f"Location '{location.name}' marked as removed",
"effective_date": effective_date.isoformat(),
"assignments_closed": len(active_assignments),
"actions_cancelled": len(pending_actions),
}
@router.post("/locations/{location_id}/restore")
async def restore_location(
project_id: str,
location_id: str,
db: Session = Depends(get_db),
):
"""
Restore a previously-removed monitoring location to active.
Clears `removed_at` and `removal_reason`. Does NOT automatically
re-open the assignments or scheduled actions that were closed when
the location was removed — those stay closed and the operator can
create new ones if they want to resume monitoring.
"""
location = db.query(MonitoringLocation).filter_by(
id=location_id,
project_id=project_id,
).first()
if not location:
raise HTTPException(status_code=404, detail="Location not found")
if location.removed_at is None:
raise HTTPException(
status_code=400,
detail="Location is already active.",
)
location.removed_at = None
location.removal_reason = None
location.updated_at = datetime.utcnow()
db.commit()
return {
"success": True,
"message": f"Location '{location.name}' restored to active",
}
# ============================================================================
# Unit Assignments
# ============================================================================