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zwitschi 4dea0a9ae1 Add detailed SQLAlchemy models, navigation metadata, enumerations, Pydantic schemas, monitoring, and auditing documentation

- Introduced SQLAlchemy models for user management, project management, financial inputs, and pricing configuration.
- Created navigation metadata tables for sidebar and top-level menus.
- Cataloged enumerations used across ORM models and Pydantic schemas.
- Documented Pydantic schemas for API request/response validation, including authentication, project, scenario, import, and export schemas.
- Added monitoring and auditing tables for performance metrics and import/export logs.
- Updated security documentation to reflect changes in data model references.

2025-11-13 20:23:09 +01:00

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SQLAlchemy Models

This reference describes the primary SQLAlchemy ORM models that underpin Calminer. It mirrors the original hierarchy from 02_data_model.md, extracted so each domain area can evolve independently. See the data model overview for context and navigation.

User Management

User

Represents authenticated platform users with optional elevated privileges.

Table: users

Attribute	Type	Description
id	Integer (PK)	Primary key
email	String(255)	Unique email address
username	String(128)	Unique username
password_hash	String(255)	Argon2 hashed password
is_active	Boolean	Account activation status
is_superuser	Boolean	Superuser privileges
last_login_at	DateTime	Last login timestamp
created_at	DateTime	Creation timestamp
updated_at	DateTime	Last update timestamp

Relationships:

role_assignments: Many-to-many with Role via UserRole

Role

Defines user roles for role-based access control (RBAC).

Table: roles

Attribute	Type	Description
id	Integer (PK)	Primary key
name	String(64)	Unique role name
display_name	String(128)	Human-readable name
description	Text	Role description
created_at	DateTime	Creation timestamp
updated_at	DateTime	Last update timestamp

Relationships:

assignments: One-to-many with UserRole
users: Many-to-many with User (viewonly)

UserRole

Association between users and roles with assignment metadata.

Table: user_roles

Attribute	Type	Description
user_id	Integer (FK → users.id)	User foreign key
role_id	Integer (FK → roles.id)	Role foreign key
granted_at	DateTime	Assignment timestamp
granted_by	Integer (FK → users.id)	Granting user

Relationships:

user: Many-to-one with User
role: Many-to-one with Role
granted_by_user: Many-to-one with User

Project Management

Project

Top-level mining project grouping multiple scenarios.

Table: projects

Attribute	Type	Description
id	Integer (PK)	Primary key
name	String(255)	Unique project name
location	String(255)	Project location
operation_type	MiningOperationType	Mining operation type
description	Text	Project description
pricing_settings_id	Integer (FK → pricing_settings.id)	Pricing settings
created_at	DateTime	Creation timestamp
updated_at	DateTime	Last update timestamp

Relationships:

scenarios: One-to-many with Scenario
pricing_settings: Many-to-one with PricingSettings

Scenario

A specific configuration of assumptions for a project.

Table: scenarios

Attribute	Type	Description
id	Integer (PK)	Primary key
project_id	Integer (FK → projects.id)	Project foreign key
name	String(255)	Scenario name
description	Text	Scenario description
status	ScenarioStatus	Scenario lifecycle status
start_date	Date	Scenario start date
end_date	Date	Scenario end date
discount_rate	Numeric(5,2)	Discount rate percentage
currency	String(3)	ISO currency code
primary_resource	ResourceType	Primary resource type
created_at	DateTime	Creation timestamp
updated_at	DateTime	Last update timestamp

Relationships:

project: Many-to-one with Project
financial_inputs: One-to-many with FinancialInput
simulation_parameters: One-to-many with SimulationParameter

Projects → Scenarios → Profitability Calculations

Calminer organises feasibility data in a nested hierarchy. A project defines the overarching mining context and exposes a one-to-many scenarios collection. Each scenario captures a self-contained assumption set and anchors derived artefacts such as financial inputs, simulation parameters, and profitability snapshots. Profitability calculations execute at the scenario scope; when triggered, the workflow in services/calculations.py persists a ScenarioProfitability record and can optionally roll results up to project level by creating a ProjectProfitability snapshot. Consumers typically surface the most recent metrics via the latest_profitability helpers on both ORM models.

Layer	ORM models	Pydantic schema(s)	Key relationships
Project	`models.project.Project`	`schemas.project.ProjectRead`	`Project.scenarios`, `Project.profitability_snapshots`, `Project.latest_profitability`
Scenario	`models.scenario.Scenario`	`schemas.scenario.ScenarioRead`	`Scenario.project`, `Scenario.profitability_snapshots`, `Scenario.latest_profitability`
Profitability calculations	`models.profitability_snapshot.ProjectProfitability`, `models.profitability_snapshot.ScenarioProfitability`	`schemas.calculations.ProfitabilityCalculationRequest`, `schemas.calculations.ProfitabilityCalculationResult`	Persisted via `services.calculations.calculate_profitability`; aggregates scenario metrics into project snapshots

Detailed CRUD endpoint behaviour for projects and scenarios is documented in calminer-docs/api/README.md.

FinancialInput

Line-item financial assumption attached to a scenario.

Table: financial_inputs

Attribute	Type	Description
id	Integer (PK)	Primary key
scenario_id	Integer (FK → scenarios.id)	Scenario foreign key
name	String(255)	Input name
category	FinancialCategory	Financial category
cost_bucket	CostBucket	Cost bucket classification
amount	Numeric(18,2)	Monetary amount
currency	String(3)	ISO currency code
effective_date	Date	Effective date
notes	Text	Additional notes
created_at	DateTime	Creation timestamp
updated_at	DateTime	Last update timestamp

Relationships:

scenario: Many-to-one with Scenario

Project and Scenario Snapshots

ProjectCapexSnapshot

Project-level snapshot capturing aggregated initial capital expenditure metrics.

Table: project_capex_snapshots

Attribute	Type	Description
id	Integer (PK)	Primary key
project_id	Integer (FK → projects.id)	Associated project
created_by_id	Integer (FK → users.id, nullable)	User that triggered persistence
calculation_source	String(64), nullable	Originating workflow identifier (UI, API, etc.)
calculated_at	DateTime	Timestamp the calculation completed
currency_code	String(3), nullable	Currency for totals
total_capex	Numeric(18,2), nullable	Aggregated capex before contingency
contingency_pct	Numeric(12,6), nullable	Applied contingency percentage
contingency_amount	Numeric(18,2), nullable	Monetary contingency amount
total_with_contingency	Numeric(18,2), nullable	Capex total after contingency
component_count	Integer, nullable	Number of normalized components captured
payload	JSON, nullable	Serialized component breakdown and calculation metadata
created_at	DateTime	Record creation timestamp
updated_at	DateTime	Last update timestamp

Relationships:

project: Many-to-one with Project
created_by: Many-to-one with User (nullable)

ScenarioCapexSnapshot

Scenario-level snapshot storing detailed capex results.

Table: scenario_capex_snapshots

Attribute	Type	Description
id	Integer (PK)	Primary key
scenario_id	Integer (FK → scenarios.id)	Associated scenario
created_by_id	Integer (FK → users.id, nullable)	User that triggered persistence
calculation_source	String(64), nullable	Originating workflow identifier
calculated_at	DateTime	Timestamp the calculation completed
currency_code	String(3), nullable	Currency for totals
total_capex	Numeric(18,2), nullable	Aggregated capex before contingency
contingency_pct	Numeric(12,6), nullable	Applied contingency percentage
contingency_amount	Numeric(18,2), nullable	Monetary contingency amount
total_with_contingency	Numeric(18,2), nullable	Capex total after contingency
component_count	Integer, nullable	Number of normalized components captured
payload	JSON, nullable	Serialized component breakdown and calculation metadata
created_at	DateTime	Record creation timestamp
updated_at	DateTime	Last update timestamp

Relationships:

scenario: Many-to-one with Scenario
created_by: Many-to-one with User (nullable)

ProjectOpexSnapshot

Project-level snapshot persisting recurring opex metrics.

Table: project_opex_snapshots

Attribute	Type	Description
id	Integer (PK)	Primary key
project_id	Integer (FK → projects.id)	Associated project
created_by_id	Integer (FK → users.id, nullable)	User that triggered persistence
calculation_source	String(64), nullable	Originating workflow identifier
calculated_at	DateTime	Timestamp the calculation completed
currency_code	String(3), nullable	Currency for totals
overall_annual	Numeric(18,2), nullable	Total annual opex
escalated_total	Numeric(18,2), nullable	Escalated cost across the evaluation horizon
annual_average	Numeric(18,2), nullable	Average annual cost over the horizon
evaluation_horizon_years	Integer, nullable	Number of years included in the timeline
escalation_pct	Numeric(12,6), nullable	Escalation percentage applied
apply_escalation	Boolean	Flag indicating whether escalation was applied
component_count	Integer, nullable	Number of normalized components captured
payload	JSON, nullable	Serialized component breakdown and calculation metadata
created_at	DateTime	Record creation timestamp
updated_at	DateTime	Last update timestamp

Relationships:

project: Many-to-one with Project
created_by: Many-to-one with User (nullable)

ScenarioOpexSnapshot

Scenario-level snapshot persisting recurring opex metrics.

Table: scenario_opex_snapshots

Attribute	Type	Description
id	Integer (PK)	Primary key
scenario_id	Integer (FK → scenarios.id)	Associated scenario
created_by_id	Integer (FK → users.id, nullable)	User that triggered persistence
calculation_source	String(64), nullable	Originating workflow identifier
calculated_at	DateTime	Timestamp the calculation completed
currency_code	String(3), nullable	Currency for totals
overall_annual	Numeric(18,2), nullable	Total annual opex
escalated_total	Numeric(18,2), nullable	Escalated cost across the evaluation horizon
annual_average	Numeric(18,2), nullable	Average annual cost over the horizon
evaluation_horizon_years	Integer, nullable	Number of years included in the timeline
escalation_pct	Numeric(12,6), nullable	Escalation percentage applied
apply_escalation	Boolean	Flag indicating whether escalation was applied
component_count	Integer, nullable	Number of normalized components captured
payload	JSON, nullable	Serialized component breakdown and calculation metadata
created_at	DateTime	Record creation timestamp
updated_at	DateTime	Last update timestamp

Relationships:

scenario: Many-to-one with Scenario
created_by: Many-to-one with User (nullable)

SimulationParameter

Probability distribution settings for scenario simulations.

Table: simulation_parameters

Attribute	Type	Description
id	Integer (PK)	Primary key
scenario_id	Integer (FK → scenarios.id)	Scenario foreign key
name	String(255)	Parameter name
distribution	DistributionType	Distribution type
variable	StochasticVariable	Stochastic variable type
resource_type	ResourceType	Resource type
mean_value	Numeric(18,4)	Mean value
standard_deviation	Numeric(18,4)	Standard deviation
minimum_value	Numeric(18,4)	Minimum value
maximum_value	Numeric(18,4)	Maximum value
unit	String(32)	Unit of measurement
configuration	JSON	Additional configuration
created_at	DateTime	Creation timestamp
updated_at	DateTime	Last update timestamp

Relationships:

scenario: Many-to-one with Scenario

Pricing Configuration

PricingSettings

Persisted pricing defaults applied to scenario evaluations.

Table: pricing_settings

Attribute	Type	Description
id	Integer (PK)	Primary key
name	String(128)	Unique settings name
slug	String(64)	Unique slug identifier
description	Text	Settings description
default_currency	String(3)	Default ISO currency code
default_payable_pct	Numeric(5,2)	Default payable percentage
moisture_threshold_pct	Numeric(5,2)	Moisture threshold percentage
moisture_penalty_per_pct	Numeric(14,4)	Moisture penalty per percent
metadata_payload	JSON	Additional metadata
created_at	DateTime	Creation timestamp
updated_at	DateTime	Last update timestamp

Relationships:

metal_overrides: One-to-many with PricingMetalSettings
impurity_overrides: One-to-many with PricingImpuritySettings
projects: One-to-many with Project

PricingMetalSettings

Contract-specific overrides for a particular metal.

Table: pricing_metal_settings

Attribute	Type	Description
id	Integer (PK)	Primary key
pricing_settings_id	Integer (FK → pricing_settings.id)	Pricing settings foreign key
metal_code	String(32)	Metal code
payable_pct	Numeric(5,2)	Payable percentage
moisture_threshold_pct	Numeric(5,2)	Moisture threshold
moisture_penalty_per_pct	Numeric(14,4)	Moisture penalty
data	JSON	Additional data
created_at	DateTime	Creation timestamp
updated_at	DateTime	Last update timestamp

Relationships:

pricing_settings: Many-to-one with PricingSettings

PricingImpuritySettings

Impurity penalty thresholds associated with pricing settings.

Table: pricing_impurity_settings

Attribute	Type	Description
id	Integer (PK)	Primary key
pricing_settings_id	Integer (FK → pricing_settings.id)	Pricing settings foreign key
impurity_code	String(32)	Impurity code
threshold_ppm	Numeric(14,4)	Threshold in ppm
penalty_per_ppm	Numeric(14,4)	Penalty per ppm
notes	Text	Additional notes
created_at	DateTime	Creation timestamp
updated_at	DateTime	Last update timestamp

Relationships:

pricing_settings: Many-to-one with PricingSettings

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SQLAlchemy Models

User Management

User

Role

UserRole

Project Management

Project

Scenario

Projects → Scenarios → Profitability Calculations

FinancialInput

Project and Scenario Snapshots

ProjectCapexSnapshot

ScenarioCapexSnapshot

ProjectOpexSnapshot

ScenarioOpexSnapshot

SimulationParameter

Pricing Configuration

PricingSettings

PricingMetalSettings

PricingImpuritySettings

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