feat: Implement currency management with models, routes, and UI updates; add backfill script for existing records

scripts/migrations/20251021_add_currency_and_unit_fields.sql

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+-- CalMiner Migration: add currency and unit metadata columns
+-- Date: 2025-10-21
+-- Purpose: align persisted schema with API changes introducing currency selection for
+--          CAPEX/OPEX costs and unit selection for consumption/production records.
+
+BEGIN;
+
+-- CAPEX / OPEX
+ALTER TABLE capex
+    ADD COLUMN currency_code VARCHAR(3) NOT NULL DEFAULT 'USD';
+
+ALTER TABLE opex
+    ADD COLUMN currency_code VARCHAR(3) NOT NULL DEFAULT 'USD';
+
+-- Consumption tracking
+ALTER TABLE consumption
+    ADD COLUMN unit_name VARCHAR(64);
+
+ALTER TABLE consumption
+    ADD COLUMN unit_symbol VARCHAR(16);
+
+-- Production output
+ALTER TABLE production_output
+    ADD COLUMN unit_name VARCHAR(64);
+
+ALTER TABLE production_output
+    ADD COLUMN unit_symbol VARCHAR(16);
+
+COMMIT;

scripts/migrations/20251022_create_currency_table_and_fks.sql

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+-- Migration: create currency referential table and convert capex/opex to FK
+-- Date: 2025-10-22
+
+BEGIN;
+
+-- 1) Create currency table
+CREATE TABLE IF NOT EXISTS currency (
+    id SERIAL PRIMARY KEY,
+    code VARCHAR(3) NOT NULL UNIQUE,
+    name VARCHAR(128) NOT NULL,
+    symbol VARCHAR(8),
+    is_active BOOLEAN NOT NULL DEFAULT TRUE
+);
+
+-- 2) Seed some common currencies (idempotent)
+INSERT INTO currency (code, name, symbol, is_active)
+SELECT * FROM (VALUES
+    ('USD','United States Dollar','$',TRUE),
+    ('EUR','Euro','€',TRUE),
+    ('CLP','Chilean Peso','CLP$',TRUE),
+    ('RMB','Chinese Yuan','¥',TRUE),
+    ('GBP','British Pound','£',TRUE),
+    ('CAD','Canadian Dollar','C$',TRUE),
+    ('AUD','Australian Dollar','A$',TRUE)
+) AS v(code,name,symbol,is_active)
+ON CONFLICT (code) DO NOTHING;
+
+-- 3) Add currency_id columns to capex and opex with nullable true to allow backfill
+ALTER TABLE capex ADD COLUMN IF NOT EXISTS currency_id INTEGER;
+ALTER TABLE opex ADD COLUMN IF NOT EXISTS currency_id INTEGER;
+
+-- 4) Backfill currency_id using existing currency_code column where present
+-- Only do this if the currency_code column exists
+DO $$
+BEGIN
+    IF EXISTS (SELECT 1 FROM information_schema.columns WHERE table_name='capex' AND column_name='currency_code') THEN
+        UPDATE capex SET currency_id = (
+            SELECT id FROM currency WHERE code = capex.currency_code LIMIT 1
+        );
+    END IF;
+
+    IF EXISTS (SELECT 1 FROM information_schema.columns WHERE table_name='opex' AND column_name='currency_code') THEN
+        UPDATE opex SET currency_id = (
+            SELECT id FROM currency WHERE code = opex.currency_code LIMIT 1
+        );
+    END IF;
+END$$;
+
+-- 5) Make currency_id non-nullable and add FK constraint, default to USD where missing
+UPDATE currency SET is_active = TRUE WHERE code = 'USD';
+
+-- Ensure any NULL currency_id uses USD
+UPDATE capex SET currency_id = (SELECT id FROM currency WHERE code='USD') WHERE currency_id IS NULL;
+UPDATE opex SET currency_id = (SELECT id FROM currency WHERE code='USD') WHERE currency_id IS NULL;
+
+ALTER TABLE capex ALTER COLUMN currency_id SET NOT NULL;
+ALTER TABLE opex ALTER COLUMN currency_id SET NOT NULL;
+
+ALTER TABLE capex ADD CONSTRAINT fk_capex_currency FOREIGN KEY (currency_id) REFERENCES currency(id);
+ALTER TABLE opex ADD CONSTRAINT fk_opex_currency FOREIGN KEY (currency_id) REFERENCES currency(id);
+
+-- 6) Optionally drop old currency_code columns if they exist
+ALTER TABLE capex DROP COLUMN IF EXISTS currency_code;
+ALTER TABLE opex DROP COLUMN IF EXISTS currency_code;
+
+COMMIT;