feat: Add currency management feature with CRUD operations

- Introduced a new template for currency overview and management (`currencies.html`).
- Updated footer to include attribution to AllYouCanGET.
- Added "Currencies" link to the main navigation header.
- Implemented end-to-end tests for currency creation, update, and activation toggling.
- Created unit tests for currency API endpoints, including creation, updating, and activation toggling.
- Added a fixture to seed default currencies for testing.
- Enhanced database setup tests to ensure proper seeding and migration handling.

scripts/migrations/000_base.sql

@@ -0,0 +1,142 @@
+-- Baseline migration for CalMiner database schema
+-- Date: 2025-10-25
+-- Purpose: Consolidate foundational tables and reference data
+
+BEGIN;
+
+-- Currency reference 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
+);
+
+INSERT INTO currency (code, name, symbol, is_active)
+VALUES
+    ('USD', 'United States Dollar', 'USD$', TRUE),
+    ('EUR', 'Euro', 'EUR', TRUE),
+    ('CLP', 'Chilean Peso', 'CLP$', TRUE),
+    ('RMB', 'Chinese Yuan', 'RMB', TRUE),
+    ('GBP', 'British Pound', 'GBP', TRUE),
+    ('CAD', 'Canadian Dollar', 'CAD$', TRUE),
+    ('AUD', 'Australian Dollar', 'AUD$', TRUE)
+ON CONFLICT (code) DO UPDATE
+SET name = EXCLUDED.name,
+    symbol = EXCLUDED.symbol,
+    is_active = EXCLUDED.is_active;
+
+-- Measurement unit reference table
+CREATE TABLE IF NOT EXISTS measurement_unit (
+    id SERIAL PRIMARY KEY,
+    code VARCHAR(64) NOT NULL UNIQUE,
+    name VARCHAR(128) NOT NULL,
+    symbol VARCHAR(16),
+    unit_type VARCHAR(32) NOT NULL,
+    is_active BOOLEAN NOT NULL DEFAULT TRUE,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+INSERT INTO measurement_unit (code, name, symbol, unit_type, is_active)
+VALUES
+    ('tonnes', 'Tonnes', 't', 'mass', TRUE),
+    ('kilograms', 'Kilograms', 'kg', 'mass', TRUE),
+    ('pounds', 'Pounds', 'lb', 'mass', TRUE),
+    ('liters', 'Liters', 'L', 'volume', TRUE),
+    ('cubic_meters', 'Cubic Meters', 'm3', 'volume', TRUE),
+    ('kilowatt_hours', 'Kilowatt Hours', 'kWh', 'energy', TRUE)
+ON CONFLICT (code) DO UPDATE
+SET name = EXCLUDED.name,
+    symbol = EXCLUDED.symbol,
+    unit_type = EXCLUDED.unit_type,
+    is_active = EXCLUDED.is_active;
+
+-- Consumption and production measurement metadata
+ALTER TABLE consumption
+    ADD COLUMN IF NOT EXISTS unit_name VARCHAR(64);
+ALTER TABLE consumption
+    ADD COLUMN IF NOT EXISTS unit_symbol VARCHAR(16);
+
+ALTER TABLE production_output
+    ADD COLUMN IF NOT EXISTS unit_name VARCHAR(64);
+ALTER TABLE production_output
+    ADD COLUMN IF NOT EXISTS unit_symbol VARCHAR(16);
+
+-- Currency integration for CAPEX and OPEX
+ALTER TABLE capex
+    ADD COLUMN IF NOT EXISTS currency_id INTEGER;
+ALTER TABLE opex
+    ADD COLUMN IF NOT EXISTS currency_id INTEGER;
+
+DO $$
+DECLARE
+    usd_id INTEGER;
+BEGIN
+    -- Ensure currency_id columns align with legacy currency_code values when present
+    IF EXISTS (
+        SELECT 1 FROM information_schema.columns
+        WHERE table_name = 'capex' AND column_name = 'currency_code'
+    ) THEN
+        UPDATE capex AS c
+        SET currency_id = cur.id
+        FROM currency AS cur
+        WHERE c.currency_code = cur.code
+          AND (c.currency_id IS DISTINCT FROM cur.id);
+    END IF;
+
+    IF EXISTS (
+        SELECT 1 FROM information_schema.columns
+        WHERE table_name = 'opex' AND column_name = 'currency_code'
+    ) THEN
+        UPDATE opex AS o
+        SET currency_id = cur.id
+        FROM currency AS cur
+        WHERE o.currency_code = cur.code
+          AND (o.currency_id IS DISTINCT FROM cur.id);
+    END IF;
+
+    SELECT id INTO usd_id FROM currency WHERE code = 'USD';
+    IF usd_id IS NOT NULL THEN
+        UPDATE capex SET currency_id = usd_id WHERE currency_id IS NULL;
+        UPDATE opex SET currency_id = usd_id WHERE currency_id IS NULL;
+    END IF;
+END $$;
+
+ALTER TABLE capex
+    ALTER COLUMN currency_id SET NOT NULL;
+ALTER TABLE opex
+    ALTER COLUMN currency_id SET NOT NULL;
+
+DO $$
+BEGIN
+    IF NOT EXISTS (
+        SELECT 1 FROM information_schema.table_constraints
+        WHERE table_schema = current_schema()
+          AND table_name = 'capex'
+          AND constraint_name = 'fk_capex_currency'
+    ) THEN
+        ALTER TABLE capex
+            ADD CONSTRAINT fk_capex_currency FOREIGN KEY (currency_id)
+            REFERENCES currency (id) ON DELETE RESTRICT;
+    END IF;
+
+    IF NOT EXISTS (
+        SELECT 1 FROM information_schema.table_constraints
+        WHERE table_schema = current_schema()
+          AND table_name = 'opex'
+          AND constraint_name = 'fk_opex_currency'
+    ) THEN
+        ALTER TABLE opex
+            ADD CONSTRAINT fk_opex_currency FOREIGN KEY (currency_id)
+            REFERENCES currency (id) ON DELETE RESTRICT;
+    END IF;
+END $$;
+
+ALTER TABLE capex
+    DROP COLUMN IF EXISTS currency_code;
+ALTER TABLE opex
+    DROP COLUMN IF EXISTS currency_code;
+
+COMMIT;

scripts/migrations/20251021_add_currency_and_unit_fields.sql

@@ -7,23 +7,23 @@ BEGIN;
 
 -- CAPEX / OPEX
 ALTER TABLE capex
-    ADD COLUMN currency_code VARCHAR(3) NOT NULL DEFAULT 'USD';
+    ADD COLUMN IF NOT EXISTS currency_code VARCHAR(3) NOT NULL DEFAULT 'USD';
 
 ALTER TABLE opex
-    ADD COLUMN currency_code VARCHAR(3) NOT NULL DEFAULT 'USD';
+    ADD COLUMN IF NOT EXISTS currency_code VARCHAR(3) NOT NULL DEFAULT 'USD';
 
 -- Consumption tracking
 ALTER TABLE consumption
-    ADD COLUMN unit_name VARCHAR(64);
+    ADD COLUMN IF NOT EXISTS unit_name VARCHAR(64);
 
 ALTER TABLE consumption
-    ADD COLUMN unit_symbol VARCHAR(16);
+    ADD COLUMN IF NOT EXISTS unit_symbol VARCHAR(16);
 
 -- Production output
 ALTER TABLE production_output
-    ADD COLUMN unit_name VARCHAR(64);
+    ADD COLUMN IF NOT EXISTS unit_name VARCHAR(64);
 
 ALTER TABLE production_output
-    ADD COLUMN unit_symbol VARCHAR(16);
+    ADD COLUMN IF NOT EXISTS unit_symbol VARCHAR(16);
 
 COMMIT;

scripts/seed_data.py

@@ -0,0 +1,162 @@
+"""Seed baseline data for CalMiner in an idempotent manner.
+
+Usage examples
+--------------
+
+```powershell
+# Use existing environment variables (or load from setup_test.env.example)
+python scripts/seed_data.py --currencies --units --defaults
+
+# Dry-run to preview actions
+python scripts/seed_data.py --currencies --dry-run
+```
+"""
+
+from __future__ import annotations
+
+import argparse
+import logging
+import os
+from typing import Iterable, Optional
+
+import psycopg2
+from psycopg2 import errors
+from psycopg2.extras import execute_values
+
+from scripts.setup_database import DatabaseConfig
+
+
+logger = logging.getLogger(__name__)
+
+CURRENCY_SEEDS = (
+    ("USD", "United States Dollar", "USD$", True),
+    ("EUR", "Euro", "EUR", True),
+    ("CLP", "Chilean Peso", "CLP$", True),
+    ("RMB", "Chinese Yuan", "RMB", True),
+    ("GBP", "British Pound", "GBP", True),
+    ("CAD", "Canadian Dollar", "CAD$", True),
+    ("AUD", "Australian Dollar", "AUD$", True),
+)
+
+MEASUREMENT_UNIT_SEEDS = (
+    ("tonnes", "Tonnes", "t", "mass", True),
+    ("kilograms", "Kilograms", "kg", "mass", True),
+    ("pounds", "Pounds", "lb", "mass", True),
+    ("liters", "Liters", "L", "volume", True),
+    ("cubic_meters", "Cubic Meters", "m3", "volume", True),
+    ("kilowatt_hours", "Kilowatt Hours", "kWh", "energy", True),
+)
+
+
+def parse_args() -> argparse.Namespace:
+    parser = argparse.ArgumentParser(description="Seed baseline CalMiner data")
+    parser.add_argument("--currencies", action="store_true", help="Seed currency table")
+    parser.add_argument("--units", action="store_true", help="Seed unit table")
+    parser.add_argument("--defaults", action="store_true", help="Seed default records")
+    parser.add_argument("--dry-run", action="store_true", help="Print actions without executing")
+    parser.add_argument(
+        "--verbose", "-v", action="count", default=0, help="Increase logging verbosity"
+    )
+    return parser.parse_args()
+
+
+def _configure_logging(args: argparse.Namespace) -> None:
+    level = logging.WARNING - (10 * min(args.verbose, 2))
+    logging.basicConfig(level=max(level, logging.INFO), format="%(levelname)s %(message)s")
+
+
+def main() -> None:
+    args = parse_args()
+    run_with_namespace(args)
+
+
+def run_with_namespace(
+    args: argparse.Namespace,
+    *,
+    config: Optional[DatabaseConfig] = None,
+) -> None:
+    _configure_logging(args)
+
+    if not any((args.currencies, args.units, args.defaults)):
+        logger.info("No seeding options provided; exiting")
+        return
+
+    config = config or DatabaseConfig.from_env()
+    with psycopg2.connect(config.application_dsn()) as conn:
+        conn.autocommit = True
+        with conn.cursor() as cursor:
+            if args.currencies:
+                _seed_currencies(cursor, dry_run=args.dry_run)
+            if args.units:
+                _seed_units(cursor, dry_run=args.dry_run)
+            if args.defaults:
+                _seed_defaults(cursor, dry_run=args.dry_run)
+
+
+def _seed_currencies(cursor, *, dry_run: bool) -> None:
+    logger.info("Seeding currency table (%d rows)", len(CURRENCY_SEEDS))
+    if dry_run:
+        for code, name, symbol, active in CURRENCY_SEEDS:
+            logger.info("Dry run: would upsert currency %s (%s)", code, name)
+        return
+
+    execute_values(
+        cursor,
+        """
+        INSERT INTO currency (code, name, symbol, is_active)
+        VALUES %s
+        ON CONFLICT (code) DO UPDATE
+        SET name = EXCLUDED.name,
+            symbol = EXCLUDED.symbol,
+            is_active = EXCLUDED.is_active
+        """,
+        CURRENCY_SEEDS,
+    )
+    logger.info("Currency seed complete")
+
+
+def _seed_units(cursor, *, dry_run: bool) -> None:
+    total = len(MEASUREMENT_UNIT_SEEDS)
+    logger.info("Seeding measurement_unit table (%d rows)", total)
+    if dry_run:
+        for code, name, symbol, unit_type, _ in MEASUREMENT_UNIT_SEEDS:
+            logger.info(
+                "Dry run: would upsert measurement unit %s (%s - %s)",
+                code,
+                name,
+                unit_type,
+            )
+        return
+
+    try:
+        execute_values(
+            cursor,
+            """
+            INSERT INTO measurement_unit (code, name, symbol, unit_type, is_active)
+            VALUES %s
+            ON CONFLICT (code) DO UPDATE
+            SET name = EXCLUDED.name,
+                symbol = EXCLUDED.symbol,
+                unit_type = EXCLUDED.unit_type,
+                is_active = EXCLUDED.is_active
+            """,
+            MEASUREMENT_UNIT_SEEDS,
+        )
+    except errors.UndefinedTable:
+        logger.warning(
+            "measurement_unit table does not exist; skipping unit seeding."
+        )
+        cursor.connection.rollback()
+        return
+
+    logger.info("Measurement unit seed complete")
+
+
+def _seed_defaults(cursor, *, dry_run: bool) -> None:
+    logger.info("Seeding default records - not yet implemented")
+    if dry_run:
+        return
+
+
+if __name__ == "__main__":
+    main()