feat: Refactor database initialization for SQLite compatibility

scripts/init_db.py

@@ -76,7 +76,159 @@ ENUM_DEFINITIONS = {
 }
 
 # Minimal DDL for tables we seed / that bootstrap relies on
-TABLE_DDLS = [
+
+
+def _get_table_ddls(is_sqlite: bool) -> List[str]:
+    if is_sqlite:
+        return [
+            # roles
+            """
+            CREATE TABLE IF NOT EXISTS roles (
+                id INTEGER PRIMARY KEY AUTOINCREMENT,
+                name TEXT NOT NULL UNIQUE,
+                display_name TEXT NOT NULL,
+                description TEXT,
+                created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
+                updated_at DATETIME DEFAULT CURRENT_TIMESTAMP
+            );
+            """,
+            # users
+            """
+            CREATE TABLE IF NOT EXISTS users (
+                id INTEGER PRIMARY KEY AUTOINCREMENT,
+                email TEXT NOT NULL UNIQUE,
+                username TEXT NOT NULL UNIQUE,
+                password_hash TEXT NOT NULL,
+                is_active INTEGER NOT NULL DEFAULT 1,
+                is_superuser INTEGER NOT NULL DEFAULT 0,
+                last_login_at DATETIME,
+                created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
+                updated_at DATETIME DEFAULT CURRENT_TIMESTAMP
+            );
+            """,
+            # user_roles
+            """
+            CREATE TABLE IF NOT EXISTS user_roles (
+                user_id INTEGER NOT NULL,
+                role_id INTEGER NOT NULL,
+                granted_at DATETIME DEFAULT CURRENT_TIMESTAMP,
+                granted_by INTEGER,
+                PRIMARY KEY (user_id, role_id)
+            );
+            """,
+            # pricing_settings
+            """
+            CREATE TABLE IF NOT EXISTS pricing_settings (
+                id INTEGER PRIMARY KEY AUTOINCREMENT,
+                name TEXT NOT NULL UNIQUE,
+                slug TEXT NOT NULL UNIQUE,
+                description TEXT,
+                default_currency TEXT,
+                default_payable_pct REAL DEFAULT 100.00 NOT NULL,
+                moisture_threshold_pct REAL DEFAULT 8.00 NOT NULL,
+                moisture_penalty_per_pct REAL DEFAULT 0.0000 NOT NULL,
+                metadata TEXT,
+                created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
+                updated_at DATETIME DEFAULT CURRENT_TIMESTAMP
+            );
+            """,
+            # pricing_metal_settings
+            """
+            CREATE TABLE IF NOT EXISTS pricing_metal_settings (
+                id INTEGER PRIMARY KEY AUTOINCREMENT,
+                pricing_settings_id INTEGER NOT NULL REFERENCES pricing_settings(id) ON DELETE CASCADE,
+                metal_code TEXT NOT NULL,
+                payable_pct REAL,
+                moisture_threshold_pct REAL,
+                moisture_penalty_per_pct REAL,
+                data TEXT,
+                created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
+                updated_at DATETIME DEFAULT CURRENT_TIMESTAMP,
+                UNIQUE (pricing_settings_id, metal_code)
+            );
+            """,
+            # pricing_impurity_settings
+            """
+            CREATE TABLE IF NOT EXISTS pricing_impurity_settings (
+                id INTEGER PRIMARY KEY AUTOINCREMENT,
+                pricing_settings_id INTEGER NOT NULL REFERENCES pricing_settings(id) ON DELETE CASCADE,
+                impurity_code TEXT NOT NULL,
+                threshold_ppm REAL DEFAULT 0.0000 NOT NULL,
+                penalty_per_ppm REAL DEFAULT 0.0000 NOT NULL,
+                notes TEXT,
+                created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
+                updated_at DATETIME DEFAULT CURRENT_TIMESTAMP,
+                UNIQUE (pricing_settings_id, impurity_code)
+            );
+            """,
+            # core domain tables: projects, scenarios, financial_inputs, simulation_parameters
+            """
+            CREATE TABLE IF NOT EXISTS projects (
+                id INTEGER PRIMARY KEY AUTOINCREMENT,
+                name TEXT NOT NULL UNIQUE,
+                location TEXT,
+                operation_type TEXT NOT NULL CHECK (operation_type IN ('open_pit', 'underground', 'in_situ_leach', 'placer', 'quarry', 'mountaintop_removal', 'other')),
+                description TEXT,
+                pricing_settings_id INTEGER REFERENCES pricing_settings(id) ON DELETE SET NULL,
+                created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
+                updated_at DATETIME DEFAULT CURRENT_TIMESTAMP
+            );
+            """,
+            """
+            CREATE TABLE IF NOT EXISTS scenarios (
+                id INTEGER PRIMARY KEY AUTOINCREMENT,
+                project_id INTEGER NOT NULL REFERENCES projects(id) ON DELETE CASCADE,
+                name TEXT NOT NULL,
+                description TEXT,
+                status TEXT NOT NULL CHECK (status IN ('draft', 'active', 'archived')),
+                start_date DATE,
+                end_date DATE,
+                discount_rate REAL,
+                currency TEXT,
+                primary_resource TEXT CHECK (primary_resource IN ('diesel', 'electricity', 'water', 'explosives', 'reagents', 'labor', 'equipment_hours', 'tailings_capacity') OR primary_resource IS NULL),
+                created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
+                updated_at DATETIME DEFAULT CURRENT_TIMESTAMP,
+                UNIQUE (project_id, name)
+            );
+            """,
+            """
+            CREATE TABLE IF NOT EXISTS financial_inputs (
+                id INTEGER PRIMARY KEY AUTOINCREMENT,
+                scenario_id INTEGER NOT NULL REFERENCES scenarios(id) ON DELETE CASCADE,
+                name TEXT NOT NULL,
+                category TEXT NOT NULL CHECK (category IN ('capex', 'opex', 'revenue', 'contingency', 'other')),
+                cost_bucket TEXT CHECK (cost_bucket IN ('capital_initial', 'capital_sustaining', 'operating_fixed', 'operating_variable', 'maintenance', 'reclamation', 'royalties', 'general_admin') OR cost_bucket IS NULL),
+                amount REAL NOT NULL,
+                currency TEXT,
+                effective_date DATE,
+                notes TEXT,
+                created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
+                updated_at DATETIME DEFAULT CURRENT_TIMESTAMP,
+                UNIQUE (scenario_id, name)
+            );
+            """,
+            """
+            CREATE TABLE IF NOT EXISTS simulation_parameters (
+                id INTEGER PRIMARY KEY AUTOINCREMENT,
+                scenario_id INTEGER NOT NULL REFERENCES scenarios(id) ON DELETE CASCADE,
+                name TEXT NOT NULL,
+                distribution TEXT NOT NULL CHECK (distribution IN ('normal', 'triangular', 'uniform', 'lognormal', 'custom')),
+                variable TEXT CHECK (variable IN ('ore_grade', 'recovery_rate', 'metal_price', 'operating_cost', 'capital_cost', 'discount_rate', 'throughput') OR variable IS NULL),
+                resource_type TEXT CHECK (resource_type IN ('diesel', 'electricity', 'water', 'explosives', 'reagents', 'labor', 'equipment_hours', 'tailings_capacity') OR resource_type IS NULL),
+                mean_value REAL,
+                standard_deviation REAL,
+                minimum_value REAL,
+                maximum_value REAL,
+                unit TEXT,
+                configuration TEXT,
+                created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
+                updated_at DATETIME DEFAULT CURRENT_TIMESTAMP
+            );
+            """,
+        ]
+    else:
+        # PostgreSQL DDLs
+        return [
             # roles
             """
             CREATE TABLE IF NOT EXISTS roles (
@@ -228,7 +380,8 @@ TABLE_DDLS = [
                 updated_at TIMESTAMPTZ DEFAULT now()
             );
             """,
-]
+        ]
+
 
 # Seeds
 DEFAULT_ROLES = [
@@ -404,6 +557,10 @@ def _get_database_url() -> str:
     return DATABASE_URL
 
 
+def _is_sqlite(database_url: str) -> bool:
+    return database_url.startswith("sqlite://")
+
+
 def _create_engine(database_url: Optional[str] = None) -> Engine:
     database_url = database_url or _get_database_url()
     engine = create_engine(database_url, future=True)
@@ -422,7 +579,11 @@ def _create_enum_if_missing_sql(type_name: str, values: List[str]) -> str:
     return sql
 
 
-def ensure_enums(engine: Engine) -> None:
+def ensure_enums(engine: Engine, is_sqlite: bool) -> None:
+    if is_sqlite:
+        # SQLite doesn't have enums, constraints are in table DDL
+        logger.debug("Skipping enum creation for SQLite")
+        return
     with engine.begin() as conn:
         for name, vals in ENUM_DEFINITIONS.items():
             sql = _create_enum_if_missing_sql(name, vals)
@@ -445,7 +606,11 @@ def _fetch_enum_values(conn, type_name: str) -> Set[str]:
     return {row.enumlabel for row in rows}
 
 
-def normalize_enum_values(engine: Engine) -> None:
+def normalize_enum_values(engine: Engine, is_sqlite: bool) -> None:
+    if is_sqlite:
+        # No enums to normalize in SQLite
+        logger.debug("Skipping enum normalization for SQLite")
+        return
     with engine.begin() as conn:
         for type_name, expected_values in ENUM_DEFINITIONS.items():
             try:
@@ -485,9 +650,10 @@ def normalize_enum_values(engine: Engine) -> None:
                     existing_values.add(normalized)
 
 
-def ensure_tables(engine: Engine) -> None:
+def ensure_tables(engine: Engine, is_sqlite: bool) -> None:
+    table_ddls = _get_table_ddls(is_sqlite)
     with engine.begin() as conn:
-        for ddl in TABLE_DDLS:
+        for ddl in table_ddls:
             logger.debug("Executing DDL:\n%s", ddl)
             conn.execute(text(ddl))
 
@@ -524,14 +690,18 @@ CONSTRAINT_DDLS = [
 ]
 
 
-def ensure_constraints(engine: Engine) -> None:
+def ensure_constraints(engine: Engine, is_sqlite: bool) -> None:
+    if is_sqlite:
+        # Constraints are already in table DDL for SQLite
+        logger.debug("Skipping constraint creation for SQLite")
+        return
     with engine.begin() as conn:
         for ddl in CONSTRAINT_DDLS:
             logger.debug("Ensuring constraint via:\n%s", ddl)
             conn.execute(text(ddl))
 
 
-def seed_roles(engine: Engine) -> None:
+def seed_roles(engine: Engine, is_sqlite: bool) -> None:
     with engine.begin() as conn:
         for r in DEFAULT_ROLES:
             seed = RoleSeed(**r)
@@ -545,7 +715,7 @@ def seed_roles(engine: Engine) -> None:
             )
 
 
-def seed_admin_user(engine: Engine) -> None:
+def seed_admin_user(engine: Engine, is_sqlite: bool) -> None:
     with engine.begin() as conn:
         # Use environment-configured admin settings when present so initializer
         # aligns with the application's bootstrap configuration.
@@ -592,7 +762,7 @@ def seed_admin_user(engine: Engine) -> None:
             )
 
 
-def ensure_default_pricing(engine: Engine) -> None:
+def ensure_default_pricing(engine: Engine, is_sqlite: bool) -> None:
     with engine.begin() as conn:
         p = PricingSeed(**DEFAULT_PRICING)
         # Try insert on slug conflict
@@ -622,7 +792,7 @@ def _project_id_by_name(conn, project_name: str) -> Optional[int]:
     return row.id if row else None
 
 
-def ensure_default_projects(engine: Engine) -> None:
+def ensure_default_projects(engine: Engine, is_sqlite: bool) -> None:
     with engine.begin() as conn:
         for project in DEFAULT_PROJECTS:
             conn.execute(
@@ -640,7 +810,7 @@ def ensure_default_projects(engine: Engine) -> None:
             )
 
 
-def ensure_default_scenarios(engine: Engine) -> None:
+def ensure_default_scenarios(engine: Engine, is_sqlite: bool) -> None:
     with engine.begin() as conn:
         for scenario in DEFAULT_SCENARIOS:
             project_id = _project_id_by_name(conn, scenario.project_name)
@@ -654,9 +824,25 @@ def ensure_default_scenarios(engine: Engine) -> None:
 
             payload = scenario.model_dump(exclude={"project_name"})
             payload.update({"project_id": project_id})
-            conn.execute(
+            if is_sqlite:
-                text(
+                sql = """
+                INSERT INTO scenarios (
+                    project_id, name, description, status, discount_rate,
+                    currency, primary_resource
+                )
+                VALUES (
+                    :project_id, :name, :description, :status,
+                    :discount_rate, :currency, :primary_resource
+                )
+                ON CONFLICT (project_id, name) DO UPDATE SET
+                    description = EXCLUDED.description,
+                    status = EXCLUDED.status,
+                    discount_rate = EXCLUDED.discount_rate,
+                    currency = EXCLUDED.currency,
+                    primary_resource = EXCLUDED.primary_resource
                 """
+            else:
+                sql = """
                 INSERT INTO scenarios (
                     project_id, name, description, status, discount_rate,
                     currency, primary_resource
@@ -676,12 +862,10 @@ def ensure_default_scenarios(engine: Engine) -> None:
                     currency = EXCLUDED.currency,
                     primary_resource = EXCLUDED.primary_resource
                 """
-                ),
+            conn.execute(text(sql), payload)
-                payload,
-            )
 
 
-def ensure_default_financial_inputs(engine: Engine) -> None:
+def ensure_default_financial_inputs(engine: Engine, is_sqlite: bool) -> None:
     with engine.begin() as conn:
         for item in DEFAULT_FINANCIAL_INPUTS:
             project_id = _project_id_by_name(conn, item.project_name)
@@ -711,10 +895,28 @@ def ensure_default_financial_inputs(engine: Engine) -> None:
             payload = item.model_dump(
                 exclude={"project_name", "scenario_name"},
             )
+            if is_sqlite:
+                # Convert Decimal to float for SQLite
+                payload["amount"] = float(payload["amount"])
             payload.update({"scenario_id": scenario_row.id})
-            conn.execute(
+            if is_sqlite:
-                text(
+                sql = """
+                INSERT INTO financial_inputs (
+                    scenario_id, name, category, cost_bucket, amount, currency, notes
+                )
+                VALUES (
+                    :scenario_id, :name, :category, :cost_bucket,
+                    :amount, :currency, :notes
+                )
+                ON CONFLICT (scenario_id, name) DO UPDATE SET
+                    category = EXCLUDED.category,
+                    cost_bucket = EXCLUDED.cost_bucket,
+                    amount = EXCLUDED.amount,
+                    currency = EXCLUDED.currency,
+                    notes = EXCLUDED.notes
                 """
+            else:
+                sql = """
                 INSERT INTO financial_inputs (
                     scenario_id, name, category, cost_bucket, amount, currency, notes
                 )
@@ -734,9 +936,7 @@ def ensure_default_financial_inputs(engine: Engine) -> None:
                     currency = EXCLUDED.currency,
                     notes = EXCLUDED.notes
                 """
-                ),
+            conn.execute(text(sql), payload)
-                payload,
-            )
 
 
 def init_db(database_url: Optional[str] = None) -> None:
@@ -749,18 +949,20 @@ def init_db(database_url: Optional[str] = None) -> None:
     - Ensure default pricing settings record exists.
     - Seed sample projects, scenarios, and financial inputs.
     """
+    database_url = database_url or _get_database_url()
+    is_sqlite = _is_sqlite(database_url)
     engine = _create_engine(database_url)
     logger.info("Starting DB initialization using engine=%s", engine)
-    ensure_enums(engine)
+    ensure_enums(engine, is_sqlite)
-    normalize_enum_values(engine)
+    normalize_enum_values(engine, is_sqlite)
-    ensure_tables(engine)
+    ensure_tables(engine, is_sqlite)
-    ensure_constraints(engine)
+    ensure_constraints(engine, is_sqlite)
-    seed_roles(engine)
+    seed_roles(engine, is_sqlite)
-    seed_admin_user(engine)
+    seed_admin_user(engine, is_sqlite)
-    ensure_default_pricing(engine)
+    ensure_default_pricing(engine, is_sqlite)
-    ensure_default_projects(engine)
+    ensure_default_projects(engine, is_sqlite)
-    ensure_default_scenarios(engine)
+    ensure_default_scenarios(engine, is_sqlite)
-    ensure_default_financial_inputs(engine)
+    ensure_default_financial_inputs(engine, is_sqlite)
     logger.info("DB initialization complete")