chore: add .gitattributes for text handling and line endings

- Removed redundant CSS rules and consolidated styles across dashboard, forms, imports, projects, and scenarios.
- Introduced new color variables in theme-default.css for better maintainability and consistency.
- Updated existing styles to utilize new color variables, enhancing the overall design.
- Improved responsiveness and layout of various components, including tables and cards.
- Ensured consistent styling for buttons, links, and headers across the application.

.env.development

@@ -0,0 +1,25 @@
+# Development Environment Configuration
+ENVIRONMENT=development
+DEBUG=true
+LOG_LEVEL=DEBUG
+
+# Database Configuration
+DATABASE_HOST=postgres
+DATABASE_PORT=5432
+DATABASE_USER=calminer
+DATABASE_PASSWORD=calminer_password
+DATABASE_NAME=calminer_db
+DATABASE_DRIVER=postgresql
+
+# Application Settings
+CALMINER_EXPORT_MAX_ROWS=1000
+CALMINER_IMPORT_MAX_ROWS=10000
+CALMINER_EXPORT_METADATA=true
+CALMINER_IMPORT_STAGING_TTL=300
+
+# Admin Seeding (for development)
+CALMINER_SEED_ADMIN_EMAIL=admin@calminer.local
+CALMINER_SEED_ADMIN_USERNAME=admin
+CALMINER_SEED_ADMIN_PASSWORD=ChangeMe123!
+CALMINER_SEED_ADMIN_ROLES=admin
+CALMINER_SEED_FORCE=false

.env.example

@@ -10,5 +10,13 @@ DATABASE_NAME=calminer
 # Optional: set a schema (comma-separated for multiple entries)
 # DATABASE_SCHEMA=public
 
-# Legacy fallback (still supported, but granular settings are preferred)
-# DATABASE_URL=postgresql://<user>:<password>@localhost:5432/calminer
+# Default administrative credentials are provided at deployment time through environment variables
+# (`CALMINER_SEED_ADMIN_EMAIL`, `CALMINER_SEED_ADMIN_USERNAME`, `CALMINER_SEED_ADMIN_PASSWORD`, `CALMINER_SEED_ADMIN_ROLES`).
+# These values are consumed by a shared bootstrap helper on application startup, ensuring mandatory roles and the administrator account exist before any user interaction.
+CALMINER_SEED_ADMIN_EMAIL=<email>
+CALMINER_SEED_ADMIN_USERNAME=<username>
+CALMINER_SEED_ADMIN_PASSWORD=<password>
+CALMINER_SEED_ADMIN_ROLES=<roles>
+# Operators can request a managed credential reset by setting `CALMINER_SEED_FORCE=true`.
+# On the next startup the helper rotates the admin password and reapplies role assignments, so downstream environments must update stored secrets immediately after the reset.
+# CALMINER_SEED_FORCE=false

.env.production

@@ -0,0 +1,25 @@
+# Production Environment Configuration
+ENVIRONMENT=production
+DEBUG=false
+LOG_LEVEL=WARNING
+
+# Database Configuration (MUST be set externally - no defaults)
+DATABASE_HOST=
+DATABASE_PORT=5432
+DATABASE_USER=
+DATABASE_PASSWORD=
+DATABASE_NAME=
+DATABASE_DRIVER=postgresql
+
+# Application Settings
+CALMINER_EXPORT_MAX_ROWS=100000
+CALMINER_IMPORT_MAX_ROWS=100000
+CALMINER_EXPORT_METADATA=true
+CALMINER_IMPORT_STAGING_TTL=3600
+
+# Admin Seeding (for production - set strong password)
+CALMINER_SEED_ADMIN_EMAIL=admin@calminer.com
+CALMINER_SEED_ADMIN_USERNAME=admin
+CALMINER_SEED_ADMIN_PASSWORD=CHANGE_THIS_VERY_STRONG_PASSWORD
+CALMINER_SEED_ADMIN_ROLES=admin
+CALMINER_SEED_FORCE=false

.env.staging

@@ -0,0 +1,25 @@
+# Staging Environment Configuration
+ENVIRONMENT=staging
+DEBUG=false
+LOG_LEVEL=INFO
+
+# Database Configuration (override with actual staging values)
+DATABASE_HOST=postgres
+DATABASE_PORT=5432
+DATABASE_USER=calminer_staging
+DATABASE_PASSWORD=CHANGE_THIS_STRONG_PASSWORD
+DATABASE_NAME=calminer_staging_db
+DATABASE_DRIVER=postgresql
+
+# Application Settings
+CALMINER_EXPORT_MAX_ROWS=50000
+CALMINER_IMPORT_MAX_ROWS=50000
+CALMINER_EXPORT_METADATA=true
+CALMINER_IMPORT_STAGING_TTL=600
+
+# Admin Seeding (for staging)
+CALMINER_SEED_ADMIN_EMAIL=admin@staging.calminer.com
+CALMINER_SEED_ADMIN_USERNAME=admin
+CALMINER_SEED_ADMIN_PASSWORD=CHANGE_THIS_STRONG_PASSWORD
+CALMINER_SEED_ADMIN_ROLES=admin
+CALMINER_SEED_FORCE=false

.gitattributes

@@ -0,0 +1,3 @@
+* text=auto
+
+Dockerfile text eol=lf

.gitea/workflows/ci-build.yml

@@ -0,0 +1,150 @@
+name: CI - Build
+
+on:
+  workflow_call:
+  workflow_dispatch:
+
+jobs:
+  build:
+    runs-on: ubuntu-latest
+    env:
+      DEFAULT_BRANCH: main
+      REGISTRY_URL: ${{ secrets.REGISTRY_URL }}
+      REGISTRY_USERNAME: ${{ secrets.REGISTRY_USERNAME }}
+      REGISTRY_PASSWORD: ${{ secrets.REGISTRY_PASSWORD }}
+      REGISTRY_CONTAINER_NAME: calminer
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+
+      - name: Collect workflow metadata
+        id: meta
+        shell: bash
+        env:
+          DEFAULT_BRANCH: ${{ env.DEFAULT_BRANCH }}
+        run: |
+          ref_name="${GITHUB_REF_NAME:-${GITHUB_REF##*/}}"
+          event_name="${GITHUB_EVENT_NAME:-}"
+          sha="${GITHUB_SHA:-}"
+
+          if [ "$ref_name" = "${DEFAULT_BRANCH:-main}" ]; then
+            echo "on_default=true" >> "$GITHUB_OUTPUT"
+          else
+            echo "on_default=false" >> "$GITHUB_OUTPUT"
+          fi
+
+          echo "ref_name=$ref_name" >> "$GITHUB_OUTPUT"
+          echo "event_name=$event_name" >> "$GITHUB_OUTPUT"
+          echo "sha=$sha" >> "$GITHUB_OUTPUT"
+
+      - name: Set up QEMU and Buildx
+        uses: docker/setup-buildx-action@v3
+
+      - name: Log in to gitea registry
+        if: ${{ steps.meta.outputs.on_default == 'true' }}
+        uses: docker/login-action@v3
+        continue-on-error: true
+        with:
+          registry: ${{ env.REGISTRY_URL }}
+          username: ${{ env.REGISTRY_USERNAME }}
+          password: ${{ env.REGISTRY_PASSWORD }}
+
+      - name: Build image
+        id: build-image
+        env:
+          REGISTRY_URL: ${{ env.REGISTRY_URL }}
+          REGISTRY_CONTAINER_NAME: ${{ env.REGISTRY_CONTAINER_NAME }}
+          SHA_TAG: ${{ steps.meta.outputs.sha }}
+          PUSH_IMAGE: ${{ steps.meta.outputs.on_default == 'true' && steps.meta.outputs.event_name != 'pull_request' && env.REGISTRY_URL != '' && env.REGISTRY_USERNAME != '' && env.REGISTRY_PASSWORD != '' }}
+        run: |
+          set -eo pipefail
+          LOG_FILE=build.log
+          if [ "${PUSH_IMAGE}" = "true" ]; then
+            docker buildx build \
+              --push \
+              --tag "${REGISTRY_URL}/allucanget/${REGISTRY_CONTAINER_NAME}:latest" \
+              --tag "${REGISTRY_URL}/allucanget/${REGISTRY_CONTAINER_NAME}:${SHA_TAG}" \
+              --file Dockerfile \
+              . 2>&1 | tee "${LOG_FILE}"
+          else
+            docker buildx build \
+              --load \
+              --tag "${REGISTRY_CONTAINER_NAME}:ci" \
+              --file Dockerfile \
+              . 2>&1 | tee "${LOG_FILE}"
+          fi
+
+      - name: Upload docker build logs
+        if: failure()
+        uses: actions/upload-artifact@v4
+        with:
+          name: docker-build-logs
+          path: build.log
+
+  deploy:
+    needs: build
+    if: github.ref == 'refs/heads/main' && github.event_name != 'pull_request'
+    runs-on: ubuntu-latest
+    env:
+      REGISTRY_URL: ${{ secrets.REGISTRY_URL }}
+      REGISTRY_CONTAINER_NAME: calminer
+      KUBE_CONFIG: ${{ secrets.KUBE_CONFIG }}
+      STAGING_KUBE_CONFIG: ${{ secrets.STAGING_KUBE_CONFIG }}
+      PROD_KUBE_CONFIG: ${{ secrets.PROD_KUBE_CONFIG }}
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+
+      - name: Set up kubectl for staging
+        if: github.event.head_commit && contains(github.event.head_commit.message, '[deploy staging]')
+        uses: azure/k8s-set-context@v3
+        with:
+          method: kubeconfig
+          kubeconfig: ${{ env.STAGING_KUBE_CONFIG }}
+
+      - name: Set up kubectl for production
+        if: github.event.head_commit && contains(github.event.head_commit.message, '[deploy production]')
+        uses: azure/k8s-set-context@v3
+        with:
+          method: kubeconfig
+          kubeconfig: ${{ env.PROD_KUBE_CONFIG }}
+
+      - name: Deploy to staging
+        if: github.event.head_commit && contains(github.event.head_commit.message, '[deploy staging]')
+        run: |
+          kubectl set image deployment/calminer-app calminer=${REGISTRY_URL}/allucanget/${REGISTRY_CONTAINER_NAME}:latest
+          kubectl apply -f k8s/configmap.yaml
+          kubectl apply -f k8s/secret.yaml
+          kubectl rollout status deployment/calminer-app
+
+      - name: Collect staging deployment logs
+        if: github.event.head_commit && contains(github.event.head_commit.message, '[deploy staging]')
+        run: |
+          mkdir -p logs/deployment/staging
+          kubectl get pods -o wide > logs/deployment/staging/pods.txt
+          kubectl get deployment calminer-app -o yaml > logs/deployment/staging/deployment.yaml
+          kubectl logs deployment/calminer-app --all-containers=true --tail=500 > logs/deployment/staging/calminer-app.log
+
+      - name: Deploy to production
+        if: github.event.head_commit && contains(github.event.head_commit.message, '[deploy production]')
+        run: |
+          kubectl set image deployment/calminer-app calminer=${REGISTRY_URL}/allucanget/${REGISTRY_CONTAINER_NAME}:latest
+          kubectl apply -f k8s/configmap.yaml
+          kubectl apply -f k8s/secret.yaml
+          kubectl rollout status deployment/calminer-app
+
+      - name: Collect production deployment logs
+        if: github.event.head_commit && contains(github.event.head_commit.message, '[deploy production]')
+        run: |
+          mkdir -p logs/deployment/production
+          kubectl get pods -o wide > logs/deployment/production/pods.txt
+          kubectl get deployment calminer-app -o yaml > logs/deployment/production/deployment.yaml
+          kubectl logs deployment/calminer-app --all-containers=true --tail=500 > logs/deployment/production/calminer-app.log
+
+      - name: Upload deployment logs
+        if: always()
+        uses: actions/upload-artifact@v4
+        with:
+          name: deployment-logs
+          path: logs/deployment
+          if-no-files-found: ignore

.gitea/workflows/ci-lint.yml

@@ -0,0 +1,44 @@
+name: CI - Lint
+
+on:
+  workflow_call:
+  workflow_dispatch:
+
+jobs:
+  lint:
+    runs-on: ubuntu-latest
+    env:
+      APT_CACHER_NG: http://192.168.88.14:3142
+    steps:
+      - uses: actions/checkout@v4
+
+      - name: Set up Python
+        uses: actions/setup-python@v4
+        with:
+          python-version: "3.12"
+
+      - name: Configure apt proxy
+        run: |
+          if [ -n "${APT_CACHER_NG}" ]; then
+            echo "Acquire::http::Proxy \"${APT_CACHER_NG}\";" | tee /etc/apt/apt.conf.d/01apt-cacher-ng
+          fi
+
+      - name: Install system packages
+        run: |
+          apt-get update
+          apt-get install -y build-essential libpq-dev
+
+      - name: Install dependencies
+        run: |
+          python -m pip install --upgrade pip
+          pip install -r requirements.txt
+          pip install -r requirements-test.txt
+
+      - name: Run Ruff
+        run: ruff check .
+
+      - name: Run Black
+        run: black --check .
+
+      - name: Run Bandit
+        run: bandit -c pyproject.toml -r tests

.gitea/workflows/ci-test.yml

@@ -0,0 +1,73 @@
+name: CI - Test
+
+on:
+  workflow_call:
+  workflow_dispatch:
+
+jobs:
+  test:
+    runs-on: ubuntu-latest
+    env:
+      APT_CACHER_NG: http://192.168.88.14:3142
+      DB_DRIVER: postgresql+psycopg2
+      DB_HOST: 192.168.88.35
+      DB_NAME: calminer_test
+      DB_USER: calminer
+      DB_PASSWORD: calminer_password
+    services:
+      postgres:
+        image: postgres:17
+        env:
+          POSTGRES_USER: ${{ env.DB_USER }}
+          POSTGRES_PASSWORD: ${{ env.DB_PASSWORD }}
+          POSTGRES_DB: ${{ env.DB_NAME }}
+        options: >-
+          --health-cmd pg_isready
+          --health-interval 10s
+          --health-timeout 5s
+          --health-retries 5
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v4
+
+      - name: Set up Python
+        uses: actions/setup-python@v4
+        with:
+          python-version: "3.12"
+
+      - name: Configure apt proxy
+        run: |
+          if [ -n "${APT_CACHER_NG}" ]; then
+            echo "Acquire::http::Proxy \"${APT_CACHER_NG}\";" | tee /etc/apt/apt.conf.d/01apt-cacher-ng
+          fi
+
+      - name: Install system packages
+        run: |
+          apt-get update
+          apt-get install -y build-essential libpq-dev
+
+      - name: Install dependencies
+        run: |
+          python -m pip install --upgrade pip
+          pip install -r requirements.txt
+          pip install -r requirements-test.txt
+
+      - name: Run tests
+        env:
+          DATABASE_DRIVER: ${{ env.DB_DRIVER }}
+          DATABASE_HOST: postgres
+          DATABASE_PORT: 5432
+          DATABASE_USER: ${{ env.DB_USER }}
+          DATABASE_PASSWORD: ${{ env.DB_PASSWORD }}
+          DATABASE_NAME: ${{ env.DB_NAME }}
+        run: |
+          pytest --cov=. --cov-report=term-missing --cov-report=xml --cov-fail-under=80 --junitxml=pytest-report.xml
+
+      - name: Upload test artifacts
+        if: always()
+        uses: actions/upload-artifact@v3
+        with:
+          name: test-artifacts
+          path: |
+            coverage.xml
+            pytest-report.xml

.gitea/workflows/ci.yml

@@ -0,0 +1,30 @@
+name: CI
+
+on:
+  push:
+    branches:
+      - main
+      - develop
+      - v2
+  pull_request:
+    branches:
+      - main
+      - develop
+  workflow_dispatch:
+
+jobs:
+  lint:
+    uses: ./.gitea/workflows/ci-lint.yml
+    secrets: inherit
+
+  test:
+    needs: lint
+    uses: ./.gitea/workflows/ci-test.yml
+    secrets: inherit
+
+  build:
+    needs:
+      - lint
+      - test
+    uses: ./.gitea/workflows/ci-build.yml
+    secrets: inherit

.gitea/workflows/cicache.yml

@@ -2,12 +2,66 @@ name: CI
 
 on:
   push:
-    branches: [main, develop]
+    branches: [main, develop, v2]
   pull_request:
     branches: [main, develop]
 
 jobs:
+  lint:
+    runs-on: ubuntu-latest
+    env:
+      APT_CACHER_NG: http://192.168.88.14:3142
+    steps:
+      - uses: actions/checkout@v4
+
+      - name: Set up Python
+        uses: actions/setup-python@v4
+        with:
+          python-version: "3.12"
+
+      # - name: Get pip cache dir
+      #   id: pip-cache
+      #   run: |
+      #     echo "path=$(pip cache dir)" >> $GITEA_OUTPUT
+      #     echo "Pip cache dir: $(pip cache dir)"
+
+      # - name: Cache pip dependencies
+      #   uses: actions/cache@v4
+      #   with:
+      #     path: ${{ steps.pip-cache.outputs.path }}
+      #     key: ${{ runner.os }}-pip-${{ hashFiles('requirements.txt', 'requirements-test.txt', 'pyproject.toml') }}
+      #     restore-keys: |
+      #       ${{ runner.os }}-pip-
+
+      - name: Configure apt proxy
+        run: |
+          if [ -n "${APT_CACHER_NG}" ]; then
+            echo "Acquire::http::Proxy \"${APT_CACHER_NG}\";" | tee /etc/apt/apt.conf.d/01apt-cacher-ng
+          fi
+
+      - name: Install system packages
+        run: |
+          apt-get update
+          apt-get install -y build-essential libpq-dev
+
+      - name: Install dependencies
+        run: |
+          python -m pip install --upgrade pip
+          pip install -r requirements.txt
+          pip install -r requirements-test.txt
+
+      - name: Run Ruff
+        run: ruff check .
+
+      - name: Run Black
+        run: black --check .
+
+      - name: Run Bandit
+        run: bandit -c pyproject.toml -r tests
+
   test:
+    runs-on: ubuntu-latest
+    needs: lint
     env:
       APT_CACHER_NG: http://192.168.88.14:3142
       DB_DRIVER: postgresql+psycopg2
@@ -15,8 +69,6 @@ jobs:
       DB_NAME: calminer_test
       DB_USER: calminer
       DB_PASSWORD: calminer_password
-    runs-on: ubuntu-latest
-
     services:
       postgres:
         image: postgres:17
@@ -29,36 +81,38 @@ jobs:
           --health-interval 10s
           --health-timeout 5s
           --health-retries 5
-
     steps:
       - uses: actions/checkout@v4
 
       - name: Set up Python
         uses: actions/setup-python@v4
         with:
-          python-version: '3.11'
+          python-version: "3.12"
 
-      - name: Get pip cache dir
-        id: pip-cache
+      # - name: Get pip cache dir
+      #   id: pip-cache
+      #   run: |
+      #     echo "path=$(pip cache dir)" >> $GITEA_OUTPUT
+      #     echo "Pip cache dir: $(pip cache dir)"
+
+      # - name: Cache pip dependencies
+      #   uses: actions/cache@v4
+      #   with:
+      #     path: ${{ steps.pip-cache.outputs.path }}
+      #     key: ${{ runner.os }}-pip-${{ hashFiles('requirements.txt', 'requirements-test.txt', 'pyproject.toml') }}
+      #     restore-keys: |
+      #       ${{ runner.os }}-pip-
+
+      - name: Configure apt proxy
         run: |
-          echo "path=$(pip cache dir)" >> $GITEA_OUTPUT
-          echo "Pip cache dir: $(pip cache dir)"
+          if [ -n "${APT_CACHER_NG}" ]; then
+            echo "Acquire::http::Proxy \"${APT_CACHER_NG}\";" | tee /etc/apt/apt.conf.d/01apt-cacher-ng
+          fi
 
-      - name: Cache pip dependencies
-        uses: actions/cache@v4
-        with:
-          path: ${{ steps.pip-cache.outputs.path }}
-          key: ${{ runner.os }}-pip-${{ hashFiles('requirements.txt', 'requirements-test.txt') }}
-          restore-keys: |
-            ${{ runner.os }}-pip-
-
-      - name: Update apt-cacher-ng config
-        run: |-
-          echo 'Acquire::http::Proxy "{{ env.APT_CACHER_NG }}";' | tee /etc/apt/apt.conf.d/01apt-cacher-ng
+      - name: Install system packages
+        run: |
           apt-get update
-
-      - name: Update system packages
-        run: apt-get upgrade -y
+          apt-get install -y build-essential libpq-dev
 
       - name: Install dependencies
         run: |
@@ -66,12 +120,6 @@ jobs:
           pip install -r requirements.txt
           pip install -r requirements-test.txt
 
-      - name: Install Playwright system dependencies
-        run: playwright install-deps
-
-      - name: Install Playwright browsers
-        run: playwright install
-
       - name: Run tests
         env:
           DATABASE_DRIVER: ${{ env.DB_DRIVER }}
@@ -81,15 +129,22 @@ jobs:
           DATABASE_PASSWORD: ${{ env.DB_PASSWORD }}
           DATABASE_NAME: ${{ env.DB_NAME }}
         run: |
-          pytest tests/ --cov=.
+          pytest --cov=. --cov-report=term-missing --cov-report=xml --cov-fail-under=80 --junitxml=pytest-report.xml
 
-      - name: Build Docker image
-        run: |
-          docker build -t calminer .
+      - name: Upload test artifacts
+        if: always()
+        uses: actions/upload-artifact@v3
+        with:
+          name: test-artifacts
+          path: |
+            coverage.xml
+            pytest-report.xml
 
   build:
     runs-on: ubuntu-latest
-    needs: test
+    needs:
+      - lint
+      - test
     env:
       DEFAULT_BRANCH: main
       REGISTRY_URL: ${{ secrets.REGISTRY_URL }}
@@ -130,12 +185,108 @@ jobs:
           username: ${{ env.REGISTRY_USERNAME }}
           password: ${{ env.REGISTRY_PASSWORD }}
 
-      - name: Build and push image
-        uses: docker/build-push-action@v5
+      - name: Build image
+        id: build-image
+        env:
+          REGISTRY_URL: ${{ env.REGISTRY_URL }}
+          REGISTRY_CONTAINER_NAME: ${{ env.REGISTRY_CONTAINER_NAME }}
+          SHA_TAG: ${{ steps.meta.outputs.sha }}
+          PUSH_IMAGE: ${{ steps.meta.outputs.on_default == 'true' && steps.meta.outputs.event_name != 'pull_request' && env.REGISTRY_URL != '' && env.REGISTRY_USERNAME != '' && env.REGISTRY_PASSWORD != '' }}
+        run: |
+          set -eo pipefail
+          LOG_FILE=build.log
+          if [ "${PUSH_IMAGE}" = "true" ]; then
+            docker buildx build \
+              --push \
+              --tag "${REGISTRY_URL}/allucanget/${REGISTRY_CONTAINER_NAME}:latest" \
+              --tag "${REGISTRY_URL}/allucanget/${REGISTRY_CONTAINER_NAME}:${SHA_TAG}" \
+              --file Dockerfile \
+              . 2>&1 | tee "${LOG_FILE}"
+          else
+            docker buildx build \
+              --load \
+              --tag "${REGISTRY_CONTAINER_NAME}:ci" \
+              --file Dockerfile \
+              . 2>&1 | tee "${LOG_FILE}"
+          fi
+
+      - name: Upload docker build logs
+        if: failure()
+        uses: actions/upload-artifact@v4
         with:
-          context: .
-          file: Dockerfile
-          push: ${{ steps.meta.outputs.on_default == 'true' && steps.meta.outputs.event_name != 'pull_request' && (env.REGISTRY_URL != '' && env.REGISTRY_USERNAME != '' && env.REGISTRY_PASSWORD != '') }}
-          tags: |
-            ${{ env.REGISTRY_URL }}/allucanget/${{ env.REGISTRY_CONTAINER_NAME }}:latest
-            ${{ env.REGISTRY_URL }}/allucanget/${{ env.REGISTRY_CONTAINER_NAME }}:${{ steps.meta.outputs.sha }}
+          name: docker-build-logs
+          path: build.log
+
+  deploy:
+    runs-on: ubuntu-latest
+    needs: build
+    if: github.ref == 'refs/heads/main' && github.event_name != 'pull_request'
+    env:
+      REGISTRY_URL: ${{ secrets.REGISTRY_URL }}
+      REGISTRY_CONTAINER_NAME: calminer
+      KUBE_CONFIG: ${{ secrets.KUBE_CONFIG }}
+      STAGING_KUBE_CONFIG: ${{ secrets.STAGING_KUBE_CONFIG }}
+      PROD_KUBE_CONFIG: ${{ secrets.PROD_KUBE_CONFIG }}
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+
+      - name: Set up kubectl for staging
+        if: github.ref == 'refs/heads/main' && contains(github.event.head_commit.message, '[deploy staging]')
+        uses: azure/k8s-set-context@v3
+        with:
+          method: kubeconfig
+          kubeconfig: ${{ env.STAGING_KUBE_CONFIG }}
+
+      - name: Set up kubectl for production
+        if: github.ref == 'refs/heads/main' && contains(github.event.head_commit.message, '[deploy production]')
+        uses: azure/k8s-set-context@v3
+        with:
+          method: kubeconfig
+          kubeconfig: ${{ env.PROD_KUBE_CONFIG }}
+
+      - name: Deploy to staging
+        if: github.ref == 'refs/heads/main' && contains(github.event.head_commit.message, '[deploy staging]')
+        run: |
+          # Update image in deployment
+          kubectl set image deployment/calminer-app calminer=${REGISTRY_URL}/allucanget/${REGISTRY_CONTAINER_NAME}:latest
+          # Apply any config changes
+          kubectl apply -f k8s/configmap.yaml
+          kubectl apply -f k8s/secret.yaml
+          # Wait for rollout
+          kubectl rollout status deployment/calminer-app
+
+      - name: Collect staging deployment logs
+        if: github.ref == 'refs/heads/main' && contains(github.event.head_commit.message, '[deploy staging]')
+        run: |
+          mkdir -p logs/deployment/staging
+          kubectl get pods -o wide > logs/deployment/staging/pods.txt
+          kubectl get deployment calminer-app -o yaml > logs/deployment/staging/deployment.yaml
+          kubectl logs deployment/calminer-app --all-containers=true --tail=500 > logs/deployment/staging/calminer-app.log
+
+      - name: Deploy to production
+        if: github.ref == 'refs/heads/main' && contains(github.event.head_commit.message, '[deploy production]')
+        run: |
+          # Update image in deployment
+          kubectl set image deployment/calminer-app calminer=${REGISTRY_URL}/allucanget/${REGISTRY_CONTAINER_NAME}:latest
+          # Apply any config changes
+          kubectl apply -f k8s/configmap.yaml
+          kubectl apply -f k8s/secret.yaml
+          # Wait for rollout
+          kubectl rollout status deployment/calminer-app
+
+      - name: Collect production deployment logs
+        if: github.ref == 'refs/heads/main' && contains(github.event.head_commit.message, '[deploy production]')
+        run: |
+          mkdir -p logs/deployment/production
+          kubectl get pods -o wide > logs/deployment/production/pods.txt
+          kubectl get deployment calminer-app -o yaml > logs/deployment/production/deployment.yaml
+          kubectl logs deployment/calminer-app --all-containers=true --tail=500 > logs/deployment/production/calminer-app.log
+
+      - name: Upload deployment logs
+        if: always()
+        uses: actions/upload-artifact@v4
+        with:
+          name: deployment-logs
+          path: logs/deployment
+          if-no-files-found: ignore

.gitignore

@@ -17,6 +17,7 @@ env/
 # environment variables
 .env
 *.env
+.env.*
 # except example files
 !config/*.env.example
 
@@ -46,8 +47,10 @@ htmlcov/
 logs/
 
 # SQLite database
+data/
 *.sqlite3
 test*.db
+local*.db
 
 # Act runner files
 .runner

.pre-commit-config.yaml

@@ -0,0 +1,13 @@
+repos:
+  - repo: https://github.com/astral-sh/ruff-pre-commit
+    rev: v0.6.1
+    hooks:
+      - id: ruff
+  - repo: https://github.com/psf/black-pre-commit-mirror
+    rev: 24.8.0
+    hooks:
+      - id: black
+  - repo: https://github.com/PyCQA/bandit
+    rev: 1.7.9
+    hooks:
+      - id: bandit

.prettierrc

@@ -1,8 +0,0 @@
-{
-  "semi": true,
-  "singleQuote": true,
-  "trailingComma": "es5",
-  "printWidth": 80,
-  "tabWidth": 2,
-  "useTabs": false
-}

Dockerfile

@@ -41,8 +41,25 @@ if url:
         finally:
             sock.close()
 PY
-apt-get update
-apt-get install -y --no-install-recommends build-essential gcc libpq-dev
+APT_PROXY_CONFIG=/etc/apt/apt.conf.d/01proxy
+
+apt_update_with_fallback() {
+    if ! apt-get update; then
+        rm -f "$APT_PROXY_CONFIG"
+        apt-get update
+    fi
+}
+
+apt_install_with_fallback() {
+    if ! apt-get install -y --no-install-recommends "$@"; then
+        rm -f "$APT_PROXY_CONFIG"
+        apt-get update
+        apt-get install -y --no-install-recommends "$@"
+    fi
+}
+
+apt_update_with_fallback
+apt_install_with_fallback build-essential gcc libpq-dev
 pip install --upgrade pip
 pip wheel --no-deps --wheel-dir /wheels -r requirements.txt
 apt-get purge -y --auto-remove build-essential gcc
@@ -88,8 +105,25 @@ if url:
         finally:
             sock.close()
 PY
-apt-get update
-apt-get install -y --no-install-recommends libpq5
+APT_PROXY_CONFIG=/etc/apt/apt.conf.d/01proxy
+
+apt_update_with_fallback() {
+    if ! apt-get update; then
+        rm -f "$APT_PROXY_CONFIG"
+        apt-get update
+    fi
+}
+
+apt_install_with_fallback() {
+    if ! apt-get install -y --no-install-recommends "$@"; then
+        rm -f "$APT_PROXY_CONFIG"
+        apt-get update
+        apt-get install -y --no-install-recommends "$@"
+    fi
+}
+
+apt_update_with_fallback
+apt_install_with_fallback libpq5
 rm -rf /var/lib/apt/lists/*
 EOF
 
@@ -108,4 +142,6 @@ USER appuser
 
 EXPOSE 8003
 
-CMD ["uvicorn", "main:app", "--host", "0.0.0.0", "--port", "8003", "--workers", "4"]
+ENTRYPOINT ["uvicorn"]
+
+CMD ["main:app", "--host", "0.0.0.0", "--port", "8003", "--workers", "4"]

README.md

@@ -8,4 +8,6 @@ The system is designed to help mining companies make informed decisions by simul
 
 ## Documentation & quickstart
 
-This repository contains only code. See detailed developer and architecture documentation in the [Docs](https://git.allucanget.biz/allucanget/calminer-docs) repository.
+- Detailed developer, architecture, and operations guides live in the companion [calminer-docs](../calminer-docs/) repository. Please see the [README](../calminer-docs/README.md) there for instructions.
+- For a local run, create a `.env` (see `.env.example`), install requirements, then execute `python -m scripts.init_db` followed by `uvicorn main:app --reload`. The initializer is safe to rerun and seeds demo data automatically.
+- To wipe and recreate the schema in development, run `CALMINER_ENV=development python -m scripts.reset_db` before invoking the initializer again.

changelog.md

@@ -0,0 +1,112 @@
+# Changelog
+
+## 2025-11-13
+
+- Completed the UI alignment initiative by consolidating shared form and button styles into `static/css/forms.css` and `static/css/main.css`, introducing the semantic palette in `static/css/theme-default.css`, and spot-checking key pages plus contrast reports.
+- Refactored the architecture data model docs by turning `calminer-docs/architecture/08_concepts/02_data_model.md` into a concise overview that links to new detail pages covering SQLAlchemy models, navigation metadata, enumerations, Pydantic schemas, and monitoring tables.
+- Nested the calculator navigation under Projects by updating `scripts/init_db.py` seeds, teaching `services/navigation.py` to resolve scenario-scoped hrefs for profitability/opex/capex, and extending sidebar coverage through `tests/integration/test_navigation_sidebar_calculations.py` plus `tests/services/test_navigation_service.py` to validate admin/viewer visibility and contextual URL generation.
+- Added navigation sidebar integration coverage by extending `tests/conftest.py` with role-switching headers, seeding admin/viewer test users, and adding `tests/integration/test_navigation_sidebar.py` to assert ordered link rendering for admins, viewer filtering of admin-only entries, and anonymous rejection of the endpoint.
+- Finalised the financial data import/export templates by inventorying required fields, defining CSV column specs with validation rules, drafting Excel workbook layouts, documenting end-user workflows in `calminer-docs/userguide/data_import_export.md`, and recording stakeholder review steps alongside updated TODO/DONE tracking.
+- Scoped profitability calculator UI under the scenario hierarchy by adding `/calculations/projects/{project_id}/scenarios/{scenario_id}/profitability` GET/POST handlers, updating scenario templates and sidebar navigation to link to the new route, and extending `tests/test_project_scenario_routes.py` with coverage for the scenario path plus legacy redirect behaviour (module run: 14 passed).
+- Extended scenario frontend regression coverage by updating `tests/test_project_scenario_routes.py` to assert project/scenario breadcrumbs and calculator navigation, normalising escaped URLs, and re-running the module tests (13 passing).
+- Cleared FastAPI and Pydantic deprecation warnings by migrating `scripts/init_db.py` to `@field_validator`, replacing the `main.py` startup hook with a lifespan handler, auditing template response call signatures, confirming HTTP 422 constant usage, and re-running the full pytest suite to ensure a clean warning slate.
+- Delivered the capex planner end-to-end: added scaffolded UI in `templates/scenarios/capex.html`, wired GET/POST handlers through `routes/calculations.py`, implemented calculation logic plus snapshot persistence in `services/calculations.py` and `models/capex_snapshot.py`, updated navigation links, and introduced unit tests in `tests/services/test_calculations_capex.py`.
+- Updated UI navigation to surface the opex planner by adding the sidebar link in `templates/partials/sidebar_nav.html`, wiring a scenario detail action in `templates/scenarios/detail.html`.
+- Completed manual validation of the Capex Planner UI flows (sidebar entry, scenario deep link, validation errors, successful calculation) with results captured in `manual_tests/capex.md`, documented snapshot verification steps, and noted the optional JSON client check for future follow-up.
+- Added opex calculation unit tests in `tests/services/test_calculations_opex.py` covering success metrics, currency validation, frequency enforcement, and evaluation horizon extension.
+- Documented the Opex Planner workflow in `calminer-docs/userguide/opex_planner.md`, linked it from the user guide index, extended `calminer-docs/architecture/08_concepts/02_data_model.md` with snapshot coverage, and captured the completion in `.github/instructions/DONE.md`.
+- Implemented opex integration coverage in `tests/integration/test_opex_calculations.py`, exercising HTML and JSON flows, verifying snapshot persistence, and asserting currency mismatch handling for form and API submissions.
+- Executed the full pytest suite with coverage (211 tests) to confirm no regressions or warnings after the opex documentation updates.
+- Completed the navigation sidebar API migration by finalising the database-backed service, refactoring `templates/partials/sidebar_nav.html` to consume the endpoint, hydrating via `static/js/navigation_sidebar.js`, and updating HTML route dependencies (`routes/projects.py`, `routes/scenarios.py`, `routes/reports.py`, `routes/imports.py`, `routes/calculations.py`) to use redirect-aware guards so anonymous visitors receive login redirects instead of JSON errors (manual verification via curl across projects, scenarios, reports, and calculations pages).
+
+## 2025-11-12
+
+- Fixed critical 500 error in reporting dashboard by correcting route reference in reporting.html template - changed 'reports.project_list_page' to 'projects.project_list_page' to resolve NoMatchFound error when accessing /ui/reporting.
+- Completed navigation validation by inventorying all sidebar navigation links, identifying missing routes for simulations, reporting, settings, themes, and currencies, created new UI routes in routes/ui.py with proper authentication guards, built corresponding templates (simulations.html, reporting.html, settings.html, theme_settings.html, currencies.html), registered the UI router in main.py, updated sidebar navigation to use route names instead of hardcoded URLs, and enhanced navigation.js to use dynamic URL resolution for proper route handling.
+- Fixed critical template rendering error in sidebar_nav.html where URL objects from `request.url_for()` were being used with string methods, causing TypeError. Added `|string` filters to convert URL objects to strings for proper template rendering.
+- Integrated Plotly charting for interactive visualizations in reporting templates, added chart generation methods to ReportingService (`generate_npv_comparison_chart`, `generate_distribution_histogram`), updated project summary and scenario distribution contexts to include chart JSON data, enhanced templates with chart containers and JavaScript rendering, added chart-container CSS styling, and validated all reporting tests pass.
+
+- Completed local run verification: started application with `uvicorn main:app --reload` without errors, verified authenticated routes (/login, /, /projects/ui, /projects) load correctly with seeded data, and summarized findings for deployment pipeline readiness.
+- Fixed docker-compose.override.yml command array to remove duplicate "uvicorn" entry, enabling successful container startup with uvicorn reload in development mode.
+- Completed deployment pipeline verification: built Docker image without errors, validated docker-compose configuration, deployed locally with docker-compose (app and postgres containers started successfully), and confirmed application startup logs showing database bootstrap and seeded data initialization.
+- Completed documentation of current data models: updated `calminer-docs/architecture/08_concepts/02_data_model.md` with comprehensive SQLAlchemy model schemas, enumerations, Pydantic API schemas, and analysis of discrepancies between models and schemas.
+- Switched `models/performance_metric.py` to reuse the shared declarative base from `config.database`, clearing the SQLAlchemy 2.0 `declarative_base` deprecation warning and verifying repository tests still pass.
+- Replaced the Alembic migration workflow with the idempotent Pydantic-backed initializer (`scripts/init_db.py`), added a guarded reset utility (`scripts/reset_db.py`), removed migration artifacts/tooling (Alembic directory, config, Docker entrypoint), refreshed the container entrypoint to invoke `uvicorn` directly, and updated installation/architecture docs plus the README to direct developers to the new seeding/reset flow.
+- Eliminated Bandit hardcoded-secret findings by replacing literal JWT tokens and passwords across auth/security tests with randomized helpers drawn from `tests/utils/security.py`, ensuring fixtures still assert expected behaviours.
+- Centralized Bandit configuration in `pyproject.toml`, reran `bandit -c pyproject.toml -r calminer tests`, and verified the scan now reports zero issues.
+- Diagnosed admin bootstrap failure caused by legacy `roles` schema, added Alembic migration `20251112_00_add_roles_metadata_columns.py` to backfill `display_name`, `description`, `created_at`, and `updated_at`, and verified the migration via full pytest run in the activated `.venv`.
+- Resolved Ruff E402 warnings by moving module docstrings ahead of `from __future__ import annotations` across currency and pricing service modules, dropped the unused `HTTPException` import in `monitoring/__init__.py`, and confirmed a clean `ruff check .` run.
+- Enhanced the deploy job in `.gitea/workflows/cicache.yml` to capture Kubernetes pod, deployment, and container logs into `/logs/deployment/` for staging/production rollouts and publish them via a `deployment-logs` artifact, updating CI/CD documentation with retrieval instructions.
+- Fixed CI dashboard template lookup failures by renaming `templates/Dashboard.html` to `templates/dashboard.html` and verifying `tests/test_dashboard_route.py` locally to ensure TemplateNotFound no longer occurs on case-sensitive filesystems.
+- Implemented SQLite support as primary local database with environment-driven backend switching (`CALMINER_USE_SQLITE=true`), updated `scripts/init_db.py` for database-agnostic DDL generation (PostgreSQL enums vs SQLite CHECK constraints), tested compatibility with both backends, and verified application startup and seeded data initialization work seamlessly across SQLite and PostgreSQL.
+
+## 2025-11-11
+
+- Collapsed legacy Alembic revisions into `alembic/versions/00_initial.py`, removed superseded migration files, and verified the consolidated schema via SQLite upgrade and Postgres version stamping.
+- Implemented base URL routing to redirect unauthenticated users to login and authenticated users to dashboard.
+- Added comprehensive end-to-end tests for login flow, including redirects, session handling, and error messaging for invalid/inactive accounts.
+- Updated header and footer templates to consistently use `logo_big.png` image instead of text logo, with appropriate CSS styling for sizing.
+- Centralised ISO-4217 currency validation across scenarios, imports, and export filters (`models/scenario.py`, `routes/scenarios.py`, `schemas/scenario.py`, `schemas/imports.py`, `services/export_query.py`) so malformed codes are rejected consistently at every entry point.
+- Updated scenario services and UI flows to surface friendly validation errors and added regression coverage for imports, exports, API creation, and lifecycle flows ensuring currencies are normalised end-to-end.
+- Linked projects to their pricing settings by updating SQLAlchemy models, repositories, seeding utilities, and migrations, and added regression tests to cover the new association and default backfill.
+- Bootstrapped database-stored pricing settings at application startup, aligned initial data seeding with the database-first metadata flow, and added tests covering pricing bootstrap creation, project assignment, and idempotency.
+- Extended pricing configuration support to prefer persisted metadata via `dependencies.get_pricing_metadata`, added retrieval tests for project/default fallbacks, and refreshed docs (`calminer-docs/specifications/price_calculation.md`, `pricing_settings_data_model.md`) to describe the database-backed workflow and bootstrap behaviour.
+- Added `services/financial.py` NPV, IRR, and payback helpers with robust cash-flow normalisation, convergence safeguards, and fractional period support, plus comprehensive pytest coverage exercising representative project scenarios and failure modes.
+- Authored `calminer-docs/specifications/financial_metrics.md` capturing DCF assumptions, solver behaviours, and worked examples, and cross-linked the architecture concepts to the new reference for consistent navigation.
+- Implemented `services/simulation.py` Monte Carlo engine with configurable distributions, summary aggregation, and reproducible RNG seeding, introduced regression tests in `tests/test_simulation.py`, and documented configuration/usage in `calminer-docs/specifications/monte_carlo_simulation.md` with architecture cross-links.
+- Polished reporting HTML contexts by cleaning stray fragments in `routes/reports.py`, adding download action metadata for project and scenario pages, and generating scenario comparison download URLs with correctly serialised repeated `scenario_ids` parameters.
+- Consolidated Alembic history into a single initial migration (`20251111_00_initial_schema.py`), removed superseded revision files, and ensured Alembic metadata still references the project metadata for clean bootstrap.
+- Added `scripts/run_migrations.py` and a Docker entrypoint wrapper to run Alembic migrations before `uvicorn` starts, removed the fallback `Base.metadata.create_all` call, and updated `calminer-docs/admin/installation.md` so developers know how to apply migrations locally or via Docker.
+- Configured pytest defaults to collect coverage (`--cov`) with an 80% fail-under gate, excluded entrypoint/reporting scaffolds from the calculation, updated contributor docs with the standard `pytest` command, and verified the suite now reports 83% coverage.
+- Standardized color scheme and typography by moving alert styles to `main.css`, adding typography rules with CSS variables, updating auth templates for consistent button classes, and ensuring all templates use centralized color and spacing variables.
+- Improved navigation flow by adding two big chevron buttons on top of the navigation sidebar to allow users to navigate to the previous and next page in the page navigation list, including JavaScript logic for determining current page and handling navigation.
+- Established pytest-based unit and integration test suites with coverage thresholds, achieving 83% coverage across 181 tests, with configuration in pyproject.toml and documentation in CONTRIBUTING.md.
+- Configured CI pipelines to run tests, linting, and security checks on each change, adding Bandit security scanning to the workflow and verifying execution on pushes and PRs to main/develop branches.
+- Added deployment automation with Docker Compose for local development and Kubernetes manifests for production, ensuring environment parity and documenting processes in calminer-docs/admin/installation.md.
+- Completed monitoring instrumentation by adding business metrics observation to project and scenario repository operations, and simulation performance tracking to Monte Carlo service with success/error status and duration metrics.
+- Updated TODO list to reflect completed monitoring implementation tasks and validated changes with passing simulation tests.
+- Implemented comprehensive performance monitoring for scalability (FR-006) with Prometheus metrics collection for HTTP requests, import/export operations, and general application metrics.
+- Added database model for persistent metric storage with aggregation endpoints for KPIs like request latency, error rates, and throughput.
+- Created FastAPI middleware for automatic request metric collection and background persistence to database.
+- Extended monitoring router with performance metrics API endpoints and detailed health checks.
+- Added Alembic migration for performance_metrics table and updated model imports.
+- Completed concurrent interaction testing implementation, validating database transaction isolation under threading and establishing async testing framework for future concurrency enhancements.
+- Implemented comprehensive deployment automation with Docker Compose configurations for development, staging, and production environments ensuring environment parity.
+- Set up Kubernetes manifests with resource limits, health checks, and secrets management for production deployment.
+- Configured CI/CD workflows for automated Docker image building, registry pushing, and Kubernetes deployment to staging/production environments.
+- Documented deployment processes, environment configurations, and CI/CD workflows in project documentation.
+- Validated deployment automation through Docker Compose configuration testing and CI/CD pipeline structure.
+
+## 2025-11-10
+
+- Added dedicated pytest coverage for guard dependencies, exercising success plus failure paths (missing session, inactive user, missing roles, project/scenario access errors) via `tests/test_dependencies_guards.py`.
+- Added integration tests in `tests/test_authorization_integration.py` verifying anonymous 401 responses, role-based 403s, and authorized project manager flows across API and UI endpoints.
+- Implemented environment-driven admin bootstrap settings, wired the `bootstrap_admin` helper into FastAPI startup, added pytest coverage for creation/idempotency/reset logic, and documented operational guidance in the RBAC plan and security concept.
+- Retired the legacy authentication RBAC implementation plan document after migrating its guidance into live documentation and synchronized the contributor instructions to reflect the removal.
+- Completed the Authentication & RBAC checklist by shipping the new models, migrations, repositories, guard dependencies, and integration tests.
+- Documented the project/scenario import/export field mapping and file format guidelines in `calminer-docs/requirements/FR-008.md`, and introduced `schemas/imports.py` with Pydantic models that normalise incoming CSV/Excel rows for projects and scenarios.
+- Added `services/importers.py` to load CSV/XLSX files into the new import schemas, pulled in `openpyxl` for Excel support, and covered the parsing behaviour with `tests/test_import_parsing.py`.
+- Expanded the import ingestion workflow with staging previews, transactional persistence commits, FastAPI preview/commit endpoints under `/imports`, and new API tests (`tests/test_import_ingestion.py`, `tests/test_import_api.py`) ensuring end-to-end coverage.
+- Added persistent audit logging via `ImportExportLog`, structured log emission, Prometheus metrics instrumentation, `/metrics` endpoint exposure, and updated operator/deployment documentation to guide monitoring setup.
+
+## 2025-11-09
+
+- Captured current implementation status, requirements coverage, missing features, and prioritized roadmap in `calminer-docs/implementation_status.md` to guide future development.
+- Added core SQLAlchemy domain models, shared metadata descriptors, and Alembic migration setup (with initial schema snapshot) to establish the persistence layer foundation.
+- Introduced repository and unit-of-work helpers for projects, scenarios, financial inputs, and simulation parameters to support service-layer operations.
+- Added SQLite-backed pytest coverage for repository and unit-of-work behaviours to validate persistence interactions.
+- Exposed project and scenario CRUD APIs with validated schemas and integrated them into the FastAPI application.
+- Connected project and scenario routers to new Jinja2 list/detail/edit views with HTML forms and redirects.
+- Implemented FR-009 client-side enhancements with responsive navigation toggle, mobile-first scenario tables, and shared asset loading across templates.
+- Added scenario comparison validator, FastAPI comparison endpoint, and comprehensive unit tests to enforce FR-009 validation rules through API errors.
+- Delivered a new dashboard experience with `templates/dashboard.html`, dedicated styling, and a FastAPI route supplying real project/scenario metrics via repository helpers.
+- Extended repositories with count/recency utilities and added pytest coverage, including a dashboard rendering smoke test validating empty-state messaging.
+- Brought project and scenario detail pages plus their forms in line with the dashboard visuals, adding metric cards, layout grids, and refreshed CTA styles.
+- Reordered project route registration to prioritize static UI paths, eliminating 422 errors on `/projects/ui` and `/projects/create`, and added pytest smoke coverage for the navigation endpoints.
+- Added end-to-end integration tests for project and scenario lifecycles, validating HTML redirects, template rendering, and API interactions, and updated `ProjectRepository.get` to deduplicate joined loads for detail views.
+- Updated all Jinja2 template responses to the new Starlette signature to eliminate deprecation warnings while keeping request-aware context available to the templates.
+- Introduced `services/security.py` to centralize Argon2 password hashing utilities and JWT creation/verification with typed payloads, and added pytest coverage for hashing, expiry, tampering, and token type mismatch scenarios.
+- Added `routes/auth.py` with registration, login, and password reset flows, refreshed auth templates with error messaging, wired navigation links, and introduced end-to-end pytest coverage for the new forms and token flows.
+- Implemented cookie-based authentication session middleware with automatic access token refresh, logout handling, navigation adjustments, and documentation/test updates capturing the new behaviour.
+- Delivered idempotent seeding utilities with `scripts/initial_data.py`, entry-point runner `scripts/00_initial_data.py`, documentation updates, and pytest coverage to verify role/admin provisioning.
+- Secured project and scenario routers with RBAC guard dependencies, enforced repository access checks via helper utilities, and aligned template routes with FastAPI dependency injection patterns.

config/__init__.py

@@ -0,0 +1 @@
+"""Configuration package."""

config/database.py

@@ -11,12 +11,21 @@ def _build_database_url() -> str:
     """Construct the SQLAlchemy database URL from granular environment vars.
 
     Falls back to `DATABASE_URL` for backward compatibility.
+    Supports SQLite when CALMINER_USE_SQLITE is set.
     """
 
     legacy_url = os.environ.get("DATABASE_URL", "")
     if legacy_url and legacy_url.strip() != "":
         return legacy_url
 
+    use_sqlite = os.environ.get("CALMINER_USE_SQLITE", "").lower() in ("true", "1", "yes")
+    if use_sqlite:
+        # Use SQLite database
+        db_path = os.environ.get("DATABASE_PATH", "./data/calminer.db")
+        # Ensure the directory exists
+        os.makedirs(os.path.dirname(db_path), exist_ok=True)
+        return f"sqlite:///{db_path}"
+
     driver = os.environ.get("DATABASE_DRIVER", "postgresql")
     host = os.environ.get("DATABASE_HOST")
     port = os.environ.get("DATABASE_PORT", "5432")
@@ -54,7 +63,15 @@ def _build_database_url() -> str:
 DATABASE_URL = _build_database_url()
 
 engine = create_engine(DATABASE_URL, echo=True, future=True)
-SessionLocal = sessionmaker(autocommit=False, autoflush=False, bind=engine)
+# Avoid expiring ORM objects on commit so that objects returned from UnitOfWork
+# remain usable for the duration of the request cycle without causing
+# DetachedInstanceError when accessed after the session commits.
+SessionLocal = sessionmaker(
+    autocommit=False,
+    autoflush=False,
+    bind=engine,
+    expire_on_commit=False,
+)
 Base = declarative_base()
 
 

config/settings.py

@@ -0,0 +1,233 @@
+from __future__ import annotations
+
+import os
+from dataclasses import dataclass
+from datetime import timedelta
+from functools import lru_cache
+
+from typing import Optional
+
+from services.pricing import PricingMetadata
+
+from services.security import JWTSettings
+
+
+@dataclass(frozen=True, slots=True)
+class AdminBootstrapSettings:
+    """Default administrator bootstrap configuration."""
+
+    email: str
+    username: str
+    password: str
+    roles: tuple[str, ...]
+    force_reset: bool
+
+
+@dataclass(frozen=True, slots=True)
+class SessionSettings:
+    """Cookie and header configuration for session token transport."""
+
+    access_cookie_name: str
+    refresh_cookie_name: str
+    cookie_secure: bool
+    cookie_domain: Optional[str]
+    cookie_path: str
+    header_name: str
+    header_prefix: str
+    allow_header_fallback: bool
+
+
+@dataclass(frozen=True, slots=True)
+class Settings:
+    """Application configuration sourced from environment variables."""
+
+    jwt_secret_key: str = "change-me"
+    jwt_algorithm: str = "HS256"
+    jwt_access_token_minutes: int = 15
+    jwt_refresh_token_days: int = 7
+    session_access_cookie_name: str = "calminer_access_token"
+    session_refresh_cookie_name: str = "calminer_refresh_token"
+    session_cookie_secure: bool = False
+    session_cookie_domain: Optional[str] = None
+    session_cookie_path: str = "/"
+    session_header_name: str = "Authorization"
+    session_header_prefix: str = "Bearer"
+    session_allow_header_fallback: bool = True
+    admin_email: str = "admin@calminer.local"
+    admin_username: str = "admin"
+    admin_password: str = "ChangeMe123!"
+    admin_roles: tuple[str, ...] = ("admin",)
+    admin_force_reset: bool = False
+    pricing_default_payable_pct: float = 100.0
+    pricing_default_currency: str | None = "USD"
+    pricing_moisture_threshold_pct: float = 8.0
+    pricing_moisture_penalty_per_pct: float = 0.0
+
+    @classmethod
+    def from_environment(cls) -> "Settings":
+        """Construct settings from environment variables."""
+
+        return cls(
+            jwt_secret_key=os.getenv("CALMINER_JWT_SECRET", "change-me"),
+            jwt_algorithm=os.getenv("CALMINER_JWT_ALGORITHM", "HS256"),
+            jwt_access_token_minutes=cls._int_from_env(
+                "CALMINER_JWT_ACCESS_MINUTES", 15
+            ),
+            jwt_refresh_token_days=cls._int_from_env(
+                "CALMINER_JWT_REFRESH_DAYS", 7
+            ),
+            session_access_cookie_name=os.getenv(
+                "CALMINER_SESSION_ACCESS_COOKIE", "calminer_access_token"
+            ),
+            session_refresh_cookie_name=os.getenv(
+                "CALMINER_SESSION_REFRESH_COOKIE", "calminer_refresh_token"
+            ),
+            session_cookie_secure=cls._bool_from_env(
+                "CALMINER_SESSION_COOKIE_SECURE", False
+            ),
+            session_cookie_domain=os.getenv("CALMINER_SESSION_COOKIE_DOMAIN"),
+            session_cookie_path=os.getenv("CALMINER_SESSION_COOKIE_PATH", "/"),
+            session_header_name=os.getenv(
+                "CALMINER_SESSION_HEADER_NAME", "Authorization"
+            ),
+            session_header_prefix=os.getenv(
+                "CALMINER_SESSION_HEADER_PREFIX", "Bearer"
+            ),
+            session_allow_header_fallback=cls._bool_from_env(
+                "CALMINER_SESSION_ALLOW_HEADER_FALLBACK", True
+            ),
+            admin_email=os.getenv(
+                "CALMINER_SEED_ADMIN_EMAIL", "admin@calminer.local"
+            ),
+            admin_username=os.getenv(
+                "CALMINER_SEED_ADMIN_USERNAME", "admin"
+            ),
+            admin_password=os.getenv(
+                "CALMINER_SEED_ADMIN_PASSWORD", "ChangeMe123!"
+            ),
+            admin_roles=cls._parse_admin_roles(
+                os.getenv("CALMINER_SEED_ADMIN_ROLES")
+            ),
+            admin_force_reset=cls._bool_from_env(
+                "CALMINER_SEED_FORCE", False
+            ),
+            pricing_default_payable_pct=cls._float_from_env(
+                "CALMINER_PRICING_DEFAULT_PAYABLE_PCT", 100.0
+            ),
+            pricing_default_currency=cls._optional_str(
+                "CALMINER_PRICING_DEFAULT_CURRENCY", "USD"
+            ),
+            pricing_moisture_threshold_pct=cls._float_from_env(
+                "CALMINER_PRICING_MOISTURE_THRESHOLD_PCT", 8.0
+            ),
+            pricing_moisture_penalty_per_pct=cls._float_from_env(
+                "CALMINER_PRICING_MOISTURE_PENALTY_PER_PCT", 0.0
+            ),
+        )
+
+    @staticmethod
+    def _int_from_env(name: str, default: int) -> int:
+        raw_value = os.getenv(name)
+        if raw_value is None:
+            return default
+        try:
+            return int(raw_value)
+        except ValueError:
+            return default
+
+    @staticmethod
+    def _bool_from_env(name: str, default: bool) -> bool:
+        raw_value = os.getenv(name)
+        if raw_value is None:
+            return default
+        lowered = raw_value.strip().lower()
+        if lowered in {"1", "true", "yes", "on"}:
+            return True
+        if lowered in {"0", "false", "no", "off"}:
+            return False
+        return default
+
+    @staticmethod
+    def _parse_admin_roles(raw_value: str | None) -> tuple[str, ...]:
+        if not raw_value:
+            return ("admin",)
+        parts = [segment.strip()
+                 for segment in raw_value.split(",") if segment.strip()]
+        if "admin" not in parts:
+            parts.insert(0, "admin")
+        seen: set[str] = set()
+        ordered: list[str] = []
+        for role_name in parts:
+            if role_name not in seen:
+                ordered.append(role_name)
+                seen.add(role_name)
+        return tuple(ordered)
+
+    @staticmethod
+    def _float_from_env(name: str, default: float) -> float:
+        raw_value = os.getenv(name)
+        if raw_value is None:
+            return default
+        try:
+            return float(raw_value)
+        except ValueError:
+            return default
+
+    @staticmethod
+    def _optional_str(name: str, default: str | None = None) -> str | None:
+        raw_value = os.getenv(name)
+        if raw_value is None or raw_value.strip() == "":
+            return default
+        return raw_value.strip()
+
+    def jwt_settings(self) -> JWTSettings:
+        """Build runtime JWT settings compatible with token helpers."""
+
+        return JWTSettings(
+            secret_key=self.jwt_secret_key,
+            algorithm=self.jwt_algorithm,
+            access_token_ttl=timedelta(minutes=self.jwt_access_token_minutes),
+            refresh_token_ttl=timedelta(days=self.jwt_refresh_token_days),
+        )
+
+    def session_settings(self) -> SessionSettings:
+        """Provide transport configuration for session tokens."""
+
+        return SessionSettings(
+            access_cookie_name=self.session_access_cookie_name,
+            refresh_cookie_name=self.session_refresh_cookie_name,
+            cookie_secure=self.session_cookie_secure,
+            cookie_domain=self.session_cookie_domain,
+            cookie_path=self.session_cookie_path,
+            header_name=self.session_header_name,
+            header_prefix=self.session_header_prefix,
+            allow_header_fallback=self.session_allow_header_fallback,
+        )
+
+    def admin_bootstrap_settings(self) -> AdminBootstrapSettings:
+        """Return configured admin bootstrap settings."""
+
+        return AdminBootstrapSettings(
+            email=self.admin_email,
+            username=self.admin_username,
+            password=self.admin_password,
+            roles=self.admin_roles,
+            force_reset=self.admin_force_reset,
+        )
+
+    def pricing_metadata(self) -> PricingMetadata:
+        """Build pricing metadata defaults."""
+
+        return PricingMetadata(
+            default_payable_pct=self.pricing_default_payable_pct,
+            default_currency=self.pricing_default_currency,
+            moisture_threshold_pct=self.pricing_moisture_threshold_pct,
+            moisture_penalty_per_pct=self.pricing_moisture_penalty_per_pct,
+        )
+
+
+@lru_cache(maxsize=1)
+def get_settings() -> Settings:
+    """Return cached application settings."""
+
+    return Settings.from_environment()

config/setup_production.env.example

@@ -1,35 +0,0 @@
-# Copy this file to config/setup_production.env and replace values with production secrets
-
-# Container image and runtime configuration
-CALMINER_IMAGE=registry.example.com/calminer/api:latest
-CALMINER_DOMAIN=calminer.example.com
-TRAEFIK_ACME_EMAIL=ops@example.com
-CALMINER_API_PORT=8000
-UVICORN_WORKERS=4
-UVICORN_LOG_LEVEL=info
-CALMINER_NETWORK=calminer_backend
-API_LIMIT_CPUS=1.0
-API_LIMIT_MEMORY=1g
-API_RESERVATION_MEMORY=512m
-TRAEFIK_LIMIT_CPUS=0.5
-TRAEFIK_LIMIT_MEMORY=512m
-POSTGRES_LIMIT_CPUS=1.0
-POSTGRES_LIMIT_MEMORY=2g
-POSTGRES_RESERVATION_MEMORY=1g
-
-# Application database connection
-DATABASE_DRIVER=postgresql+psycopg2
-DATABASE_HOST=production-db.internal
-DATABASE_PORT=5432
-DATABASE_NAME=calminer
-DATABASE_USER=calminer_app
-DATABASE_PASSWORD=ChangeMe123!
-DATABASE_SCHEMA=public
-
-# Optional consolidated SQLAlchemy URL (overrides granular settings when set)
-# DATABASE_URL=postgresql+psycopg2://calminer_app:ChangeMe123!@production-db.internal:5432/calminer
-
-# Superuser credentials used by scripts/setup_database.py for migrations/seed data
-DATABASE_SUPERUSER=postgres
-DATABASE_SUPERUSER_PASSWORD=ChangeMeSuper123!
-DATABASE_SUPERUSER_DB=postgres

config/setup_staging.env.example

@@ -1,11 +0,0 @@
-# Sample environment configuration for staging deployment
-DATABASE_HOST=staging-db.internal
-DATABASE_PORT=5432
-DATABASE_NAME=calminer_staging
-DATABASE_USER=calminer_app
-DATABASE_PASSWORD=<app-password>
-
-# Admin connection used for provisioning database and roles
-DATABASE_SUPERUSER=postgres
-DATABASE_SUPERUSER_PASSWORD=<admin-password>
-DATABASE_SUPERUSER_DB=postgres

config/setup_test.env.example

@@ -1,14 +0,0 @@
-# Sample environment configuration for running scripts/setup_database.py against a test instance
-DATABASE_DRIVER=postgresql
-DATABASE_HOST=postgres
-DATABASE_PORT=5432
-DATABASE_NAME=calminer_test
-DATABASE_USER=calminer_test
-DATABASE_PASSWORD=<test-password>
-# optional: specify schema if different from 'public'
-#DATABASE_SCHEMA=public
-
-# Admin connection used for provisioning database and roles
-DATABASE_SUPERUSER=postgres
-DATABASE_SUPERUSER_PASSWORD=<superuser-password>
-DATABASE_SUPERUSER_DB=postgres

dependencies.py

@@ -0,0 +1,400 @@
+from __future__ import annotations
+
+from collections.abc import Callable, Iterable, Generator
+
+from fastapi import Depends, HTTPException, Request, status
+
+from config.settings import Settings, get_settings
+from models import Project, Role, Scenario, User
+from services.authorization import (
+    ensure_project_access as ensure_project_access_helper,
+    ensure_scenario_access as ensure_scenario_access_helper,
+    ensure_scenario_in_project as ensure_scenario_in_project_helper,
+)
+from services.exceptions import AuthorizationError, EntityNotFoundError
+from services.security import JWTSettings
+from services.session import (
+    AuthSession,
+    SessionStrategy,
+    SessionTokens,
+    build_session_strategy,
+    extract_session_tokens,
+)
+from services.unit_of_work import UnitOfWork
+from services.importers import ImportIngestionService
+from services.pricing import PricingMetadata
+from services.navigation import NavigationService
+from services.scenario_evaluation import ScenarioPricingConfig, ScenarioPricingEvaluator
+from services.repositories import pricing_settings_to_metadata
+
+
+def get_unit_of_work() -> Generator[UnitOfWork, None, None]:
+    """FastAPI dependency yielding a unit-of-work instance."""
+
+    with UnitOfWork() as uow:
+        yield uow
+
+
+_IMPORT_INGESTION_SERVICE = ImportIngestionService(lambda: UnitOfWork())
+
+
+def get_import_ingestion_service() -> ImportIngestionService:
+    """Provide singleton import ingestion service."""
+
+    return _IMPORT_INGESTION_SERVICE
+
+
+def get_application_settings() -> Settings:
+    """Provide cached application settings instance."""
+
+    return get_settings()
+
+
+def get_pricing_metadata(
+    settings: Settings = Depends(get_application_settings),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+) -> PricingMetadata:
+    """Return pricing metadata defaults sourced from persisted pricing settings."""
+
+    stored = uow.get_pricing_metadata()
+    if stored is not None:
+        return stored
+
+    fallback = settings.pricing_metadata()
+    seed_result = uow.ensure_default_pricing_settings(metadata=fallback)
+    return pricing_settings_to_metadata(seed_result.settings)
+
+
+def get_navigation_service(
+    uow: UnitOfWork = Depends(get_unit_of_work),
+) -> NavigationService:
+    if not uow.navigation:
+        raise RuntimeError("Navigation repository is not initialised")
+    return NavigationService(uow.navigation)
+
+
+def get_pricing_evaluator(
+    metadata: PricingMetadata = Depends(get_pricing_metadata),
+) -> ScenarioPricingEvaluator:
+    """Provide a configured scenario pricing evaluator."""
+
+    return ScenarioPricingEvaluator(ScenarioPricingConfig(metadata=metadata))
+
+
+def get_jwt_settings() -> JWTSettings:
+    """Provide JWT runtime configuration derived from settings."""
+
+    return get_settings().jwt_settings()
+
+
+def get_session_strategy(
+    settings: Settings = Depends(get_application_settings),
+) -> SessionStrategy:
+    """Yield configured session transport strategy."""
+
+    return build_session_strategy(settings.session_settings())
+
+
+def get_session_tokens(
+    request: Request,
+    strategy: SessionStrategy = Depends(get_session_strategy),
+) -> SessionTokens:
+    """Extract raw session tokens from the incoming request."""
+
+    existing = getattr(request.state, "auth_session", None)
+    if isinstance(existing, AuthSession):
+        return existing.tokens
+
+    tokens = extract_session_tokens(request, strategy)
+    request.state.auth_session = AuthSession(tokens=tokens)
+    return tokens
+
+
+def get_auth_session(
+    request: Request,
+    tokens: SessionTokens = Depends(get_session_tokens),
+) -> AuthSession:
+    """Provide authentication session context for the current request."""
+
+    existing = getattr(request.state, "auth_session", None)
+    if isinstance(existing, AuthSession):
+        return existing
+
+    if tokens.is_empty:
+        session = AuthSession.anonymous()
+    else:
+        session = AuthSession(tokens=tokens)
+    request.state.auth_session = session
+    return session
+
+
+def get_current_user(
+    session: AuthSession = Depends(get_auth_session),
+) -> User | None:
+    """Return the current authenticated user if present."""
+
+    return session.user
+
+
+def require_current_user(
+    session: AuthSession = Depends(get_auth_session),
+) -> User:
+    """Ensure that a request is authenticated and return the user context."""
+
+    if session.user is None or session.tokens.is_empty:
+        raise HTTPException(
+            status_code=status.HTTP_401_UNAUTHORIZED,
+            detail="Authentication required.",
+        )
+    return session.user
+
+
+def require_authenticated_user(
+    user: User = Depends(require_current_user),
+) -> User:
+    """Ensure the current user account is active."""
+
+    if not user.is_active:
+        raise HTTPException(
+            status_code=status.HTTP_403_FORBIDDEN,
+            detail="User account is disabled.",
+        )
+    return user
+
+
+def require_authenticated_user_html(
+    request: Request,
+    session: AuthSession = Depends(get_auth_session),
+) -> User:
+    """HTML-aware authenticated dependency that redirects anonymous sessions."""
+
+    user = session.user
+    if user is None or session.tokens.is_empty:
+        login_url = str(request.url_for("auth.login_form"))
+        raise HTTPException(
+            status_code=status.HTTP_303_SEE_OTHER,
+            headers={"Location": login_url},
+        )
+
+    if not user.is_active:
+        raise HTTPException(
+            status_code=status.HTTP_403_FORBIDDEN,
+            detail="User account is disabled.",
+        )
+    return user
+
+
+def _user_role_names(user: User) -> set[str]:
+    roles: Iterable[Role] = getattr(user, "roles", []) or []
+    return {role.name for role in roles}
+
+
+def require_roles(*roles: str) -> Callable[[User], User]:
+    """Dependency factory enforcing membership in one of the given roles."""
+
+    required = tuple(role.strip() for role in roles if role.strip())
+    if not required:
+        raise ValueError("require_roles requires at least one role name")
+
+    def _dependency(user: User = Depends(require_authenticated_user)) -> User:
+        if user.is_superuser:
+            return user
+
+        role_names = _user_role_names(user)
+        if not any(role in role_names for role in required):
+            raise HTTPException(
+                status_code=status.HTTP_403_FORBIDDEN,
+                detail="Insufficient permissions for this action.",
+            )
+        return user
+
+    return _dependency
+
+
+def require_any_role(*roles: str) -> Callable[[User], User]:
+    """Alias of require_roles for readability in some contexts."""
+
+    return require_roles(*roles)
+
+
+def require_roles_html(*roles: str) -> Callable[[Request], User]:
+    """Ensure user is authenticated for HTML responses; redirect anonymous to login."""
+
+    required = tuple(role.strip() for role in roles if role.strip())
+    if not required:
+        raise ValueError("require_roles_html requires at least one role name")
+
+    def _dependency(
+        request: Request,
+        session: AuthSession = Depends(get_auth_session),
+    ) -> User:
+        user = session.user
+        if user is None:
+            login_url = str(request.url_for("auth.login_form"))
+            raise HTTPException(
+                status_code=status.HTTP_303_SEE_OTHER,
+                headers={"Location": login_url},
+            )
+
+        if user.is_superuser:
+            return user
+
+        role_names = _user_role_names(user)
+        if not any(role in role_names for role in required):
+            raise HTTPException(
+                status_code=status.HTTP_403_FORBIDDEN,
+                detail="Insufficient permissions for this action.",
+            )
+        return user
+
+    return _dependency
+
+
+def require_any_role_html(*roles: str) -> Callable[[Request], User]:
+    """Alias of require_roles_html for readability."""
+
+    return require_roles_html(*roles)
+
+
+def require_project_resource(
+    *,
+    require_manage: bool = False,
+    user_dependency: Callable[..., User] = require_authenticated_user,
+) -> Callable[[int], Project]:
+    """Dependency factory that resolves a project with authorization checks."""
+
+    def _dependency(
+        project_id: int,
+        user: User = Depends(user_dependency),
+        uow: UnitOfWork = Depends(get_unit_of_work),
+    ) -> Project:
+        try:
+            return ensure_project_access_helper(
+                uow,
+                project_id=project_id,
+                user=user,
+                require_manage=require_manage,
+            )
+        except EntityNotFoundError as exc:
+            raise HTTPException(
+                status_code=status.HTTP_404_NOT_FOUND,
+                detail=str(exc),
+            ) from exc
+        except AuthorizationError as exc:
+            raise HTTPException(
+                status_code=status.HTTP_403_FORBIDDEN,
+                detail=str(exc),
+            ) from exc
+
+    return _dependency
+
+
+def require_scenario_resource(
+    *,
+    require_manage: bool = False,
+    with_children: bool = False,
+    user_dependency: Callable[..., User] = require_authenticated_user,
+) -> Callable[[int], Scenario]:
+    """Dependency factory that resolves a scenario with authorization checks."""
+
+    def _dependency(
+        scenario_id: int,
+        user: User = Depends(user_dependency),
+        uow: UnitOfWork = Depends(get_unit_of_work),
+    ) -> Scenario:
+        try:
+            return ensure_scenario_access_helper(
+                uow,
+                scenario_id=scenario_id,
+                user=user,
+                require_manage=require_manage,
+                with_children=with_children,
+            )
+        except EntityNotFoundError as exc:
+            raise HTTPException(
+                status_code=status.HTTP_404_NOT_FOUND,
+                detail=str(exc),
+            ) from exc
+        except AuthorizationError as exc:
+            raise HTTPException(
+                status_code=status.HTTP_403_FORBIDDEN,
+                detail=str(exc),
+            ) from exc
+
+    return _dependency
+
+
+def require_project_scenario_resource(
+    *,
+    require_manage: bool = False,
+    with_children: bool = False,
+    user_dependency: Callable[..., User] = require_authenticated_user,
+) -> Callable[[int, int], Scenario]:
+    """Dependency factory ensuring a scenario belongs to the given project and is accessible."""
+
+    def _dependency(
+        project_id: int,
+        scenario_id: int,
+        user: User = Depends(user_dependency),
+        uow: UnitOfWork = Depends(get_unit_of_work),
+    ) -> Scenario:
+        try:
+            return ensure_scenario_in_project_helper(
+                uow,
+                project_id=project_id,
+                scenario_id=scenario_id,
+                user=user,
+                require_manage=require_manage,
+                with_children=with_children,
+            )
+        except EntityNotFoundError as exc:
+            raise HTTPException(
+                status_code=status.HTTP_404_NOT_FOUND,
+                detail=str(exc),
+            ) from exc
+        except AuthorizationError as exc:
+            raise HTTPException(
+                status_code=status.HTTP_403_FORBIDDEN,
+                detail=str(exc),
+            ) from exc
+
+    return _dependency
+
+
+def require_project_resource_html(
+    *, require_manage: bool = False
+) -> Callable[[int], Project]:
+    """HTML-aware project loader that redirects anonymous sessions."""
+
+    return require_project_resource(
+        require_manage=require_manage,
+        user_dependency=require_authenticated_user_html,
+    )
+
+
+def require_scenario_resource_html(
+    *,
+    require_manage: bool = False,
+    with_children: bool = False,
+) -> Callable[[int], Scenario]:
+    """HTML-aware scenario loader that redirects anonymous sessions."""
+
+    return require_scenario_resource(
+        require_manage=require_manage,
+        with_children=with_children,
+        user_dependency=require_authenticated_user_html,
+    )
+
+
+def require_project_scenario_resource_html(
+    *,
+    require_manage: bool = False,
+    with_children: bool = False,
+) -> Callable[[int, int], Scenario]:
+    """HTML-aware project-scenario loader redirecting anonymous sessions."""
+
+    return require_project_scenario_resource(
+        require_manage=require_manage,
+        with_children=with_children,
+        user_dependency=require_authenticated_user_html,
+    )

docker-compose.override.yml

@@ -0,0 +1,59 @@
+version: "3.8"
+
+services:
+  app:
+    build:
+      context: .
+      dockerfile: Dockerfile
+      args:
+        APT_CACHE_URL: ${APT_CACHE_URL:-}
+    environment:
+      - ENVIRONMENT=development
+      - DEBUG=true
+      - LOG_LEVEL=DEBUG
+      # Override database to use local postgres service
+      - DATABASE_HOST=postgres
+      - DATABASE_PORT=5432
+      - DATABASE_USER=calminer
+      - DATABASE_PASSWORD=calminer_password
+      - DATABASE_NAME=calminer_db
+      - DATABASE_DRIVER=postgresql
+      # Development-specific settings
+      - CALMINER_EXPORT_MAX_ROWS=1000
+      - CALMINER_IMPORT_MAX_ROWS=10000
+    volumes:
+      # Mount source code for live reloading (if using --reload)
+      - .:/app:ro
+      # Override logs volume to local for easier access
+      - ./logs:/app/logs
+    ports:
+      - "8003:8003"
+    # Override command for development with reload
+    command:
+      [
+        "main:app",
+        "--host",
+        "0.0.0.0",
+        "--port",
+        "8003",
+        "--reload",
+        "--workers",
+        "1",
+      ]
+    depends_on:
+      - postgres
+    restart: unless-stopped
+
+  postgres:
+    environment:
+      - POSTGRES_USER=calminer
+      - POSTGRES_PASSWORD=calminer_password
+      - POSTGRES_DB=calminer_db
+    ports:
+      - "5432:5432"
+    volumes:
+      - postgres_data:/var/lib/postgresql/data
+    restart: unless-stopped
+
+volumes:
+  postgres_data:

docker-compose.prod.yml

@@ -0,0 +1,77 @@
+version: "3.8"
+
+services:
+  app:
+    build:
+      context: .
+      dockerfile: Dockerfile
+      args:
+        APT_CACHE_URL: ${APT_CACHE_URL:-}
+    environment:
+      - ENVIRONMENT=production
+      - DEBUG=false
+      - LOG_LEVEL=WARNING
+      # Database configuration - must be provided externally
+      - DATABASE_HOST=${DATABASE_HOST}
+      - DATABASE_PORT=${DATABASE_PORT:-5432}
+      - DATABASE_USER=${DATABASE_USER}
+      - DATABASE_PASSWORD=${DATABASE_PASSWORD}
+      - DATABASE_NAME=${DATABASE_NAME}
+      - DATABASE_DRIVER=postgresql
+      # Production-specific settings
+      - CALMINER_EXPORT_MAX_ROWS=100000
+      - CALMINER_IMPORT_MAX_ROWS=100000
+      - CALMINER_EXPORT_METADATA=true
+      - CALMINER_IMPORT_STAGING_TTL=3600
+    ports:
+      - "8003:8003"
+    depends_on:
+      postgres:
+        condition: service_healthy
+    restart: unless-stopped
+    # Production health checks
+    healthcheck:
+      test: ["CMD", "curl", "-f", "http://localhost:8003/health"]
+      interval: 60s
+      timeout: 30s
+      retries: 5
+      start_period: 60s
+    # Resource limits for production
+    deploy:
+      resources:
+        limits:
+          cpus: "1.0"
+          memory: 1G
+        reservations:
+          cpus: "0.5"
+          memory: 512M
+
+  postgres:
+    environment:
+      - POSTGRES_USER=${DATABASE_USER}
+      - POSTGRES_PASSWORD=${DATABASE_PASSWORD}
+      - POSTGRES_DB=${DATABASE_NAME}
+    ports:
+      - "5432:5432"
+    volumes:
+      - postgres_data:/var/lib/postgresql/data
+    restart: unless-stopped
+    # Production postgres health check
+    healthcheck:
+      test: ["CMD-SHELL", "pg_isready -U ${DATABASE_USER} -d ${DATABASE_NAME}"]
+      interval: 60s
+      timeout: 30s
+      retries: 5
+      start_period: 60s
+    # Resource limits for postgres
+    deploy:
+      resources:
+        limits:
+          cpus: "1.0"
+          memory: 2G
+        reservations:
+          cpus: "0.5"
+          memory: 1G
+
+volumes:
+  postgres_data:

docker-compose.staging.yml

@@ -0,0 +1,62 @@
+version: "3.8"
+
+services:
+  app:
+    build:
+      context: .
+      dockerfile: Dockerfile
+      args:
+        APT_CACHE_URL: ${APT_CACHE_URL:-}
+    environment:
+      - ENVIRONMENT=staging
+      - DEBUG=false
+      - LOG_LEVEL=INFO
+      # Database configuration - can be overridden by external env
+      - DATABASE_HOST=${DATABASE_HOST:-postgres}
+      - DATABASE_PORT=${DATABASE_PORT:-5432}
+      - DATABASE_USER=${DATABASE_USER:-calminer}
+      - DATABASE_PASSWORD=${DATABASE_PASSWORD}
+      - DATABASE_NAME=${DATABASE_NAME:-calminer_db}
+      - DATABASE_DRIVER=postgresql
+      # Staging-specific settings
+      - CALMINER_EXPORT_MAX_ROWS=50000
+      - CALMINER_IMPORT_MAX_ROWS=50000
+      - CALMINER_EXPORT_METADATA=true
+      - CALMINER_IMPORT_STAGING_TTL=600
+    ports:
+      - "8003:8003"
+    depends_on:
+      - postgres
+    restart: unless-stopped
+    # Health check for staging
+    healthcheck:
+      test: ["CMD", "curl", "-f", "http://localhost:8003/health"]
+      interval: 30s
+      timeout: 10s
+      retries: 3
+      start_period: 40s
+
+  postgres:
+    environment:
+      - POSTGRES_USER=${DATABASE_USER:-calminer}
+      - POSTGRES_PASSWORD=${DATABASE_PASSWORD}
+      - POSTGRES_DB=${DATABASE_NAME:-calminer_db}
+    ports:
+      - "5432:5432"
+    volumes:
+      - postgres_data:/var/lib/postgresql/data
+    restart: unless-stopped
+    # Health check for postgres
+    healthcheck:
+      test:
+        [
+          "CMD-SHELL",
+          "pg_isready -U ${DATABASE_USER:-calminer} -d ${DATABASE_NAME:-calminer_db}",
+        ]
+      interval: 30s
+      timeout: 10s
+      retries: 3
+      start_period: 30s
+
+volumes:
+  postgres_data:

docker-compose.yml

@@ -8,11 +8,13 @@ services:
     ports:
       - "8003:8003"
     environment:
-      - DATABASE_HOST=postgres
-      - DATABASE_PORT=5432
-      - DATABASE_USER=calminer
-      - DATABASE_PASSWORD=calminer_password
-      - DATABASE_NAME=calminer_db
+      # Environment-specific variables should be set in override files
+      - ENVIRONMENT=${ENVIRONMENT:-production}
+      - DATABASE_HOST=${DATABASE_HOST:-postgres}
+      - DATABASE_PORT=${DATABASE_PORT:-5432}
+      - DATABASE_USER=${DATABASE_USER}
+      - DATABASE_PASSWORD=${DATABASE_PASSWORD}
+      - DATABASE_NAME=${DATABASE_NAME}
       - DATABASE_DRIVER=postgresql
     depends_on:
       - postgres
@@ -23,9 +25,9 @@ services:
   postgres:
     image: postgres:17
     environment:
-      - POSTGRES_USER=calminer
-      - POSTGRES_PASSWORD=calminer_password
-      - POSTGRES_DB=calminer_db
+      - POSTGRES_USER=${DATABASE_USER}
+      - POSTGRES_PASSWORD=${DATABASE_PASSWORD}
+      - POSTGRES_DB=${DATABASE_NAME}
     ports:
       - "5432:5432"
     volumes:

k8s/configmap.yaml

@@ -0,0 +1,14 @@
+apiVersion: v1
+kind: ConfigMap
+metadata:
+  name: calminer-config
+data:
+  DATABASE_HOST: "calminer-db"
+  DATABASE_PORT: "5432"
+  DATABASE_USER: "calminer"
+  DATABASE_NAME: "calminer_db"
+  DATABASE_DRIVER: "postgresql"
+  CALMINER_EXPORT_MAX_ROWS: "10000"
+  CALMINER_EXPORT_METADATA: "true"
+  CALMINER_IMPORT_STAGING_TTL: "300"
+  CALMINER_IMPORT_MAX_ROWS: "50000"

k8s/deployment.yaml

@@ -0,0 +1,54 @@
+apiVersion: apps/v1
+kind: Deployment
+metadata:
+  name: calminer-app
+  labels:
+    app: calminer
+spec:
+  replicas: 3
+  selector:
+    matchLabels:
+      app: calminer
+  template:
+    metadata:
+      labels:
+        app: calminer
+    spec:
+      containers:
+        - name: calminer
+          image: registry.example.com/calminer:latest
+          ports:
+            - containerPort: 8003
+          envFrom:
+            - configMapRef:
+                name: calminer-config
+            - secretRef:
+                name: calminer-secrets
+          resources:
+            requests:
+              memory: "256Mi"
+              cpu: "250m"
+            limits:
+              memory: "512Mi"
+              cpu: "500m"
+          livenessProbe:
+            httpGet:
+              path: /health
+              port: 8003
+            initialDelaySeconds: 30
+            periodSeconds: 10
+          readinessProbe:
+            httpGet:
+              path: /health
+              port: 8003
+            initialDelaySeconds: 5
+            periodSeconds: 5
+      initContainers:
+        - name: wait-for-db
+          image: postgres:17
+          command:
+            [
+              "sh",
+              "-c",
+              "until pg_isready -h calminer-db -p 5432; do echo waiting for database; sleep 2; done;",
+            ]

k8s/ingress.yaml

@@ -0,0 +1,18 @@
+apiVersion: networking.k8s.io/v1
+kind: Ingress
+metadata:
+  name: calminer-ingress
+  annotations:
+    nginx.ingress.kubernetes.io/rewrite-target: /
+spec:
+  rules:
+    - host: calminer.example.com
+      http:
+        paths:
+          - path: /
+            pathType: Prefix
+            backend:
+              service:
+                name: calminer-service
+                port:
+                  number: 80

k8s/postgres-service.yaml

@@ -0,0 +1,13 @@
+apiVersion: v1
+kind: Service
+metadata:
+  name: calminer-db
+  labels:
+    app: calminer-db
+spec:
+  selector:
+    app: calminer-db
+  ports:
+    - port: 5432
+      targetPort: 5432
+  clusterIP: None # Headless service for StatefulSet

k8s/postgres.yaml

@@ -0,0 +1,48 @@
+apiVersion: apps/v1
+kind: StatefulSet
+metadata:
+  name: calminer-db
+spec:
+  serviceName: calminer-db
+  replicas: 1
+  selector:
+    matchLabels:
+      app: calminer-db
+  template:
+    metadata:
+      labels:
+        app: calminer-db
+    spec:
+      containers:
+        - name: postgres
+          image: postgres:17
+          ports:
+            - containerPort: 5432
+          env:
+            - name: POSTGRES_USER
+              value: "calminer"
+            - name: POSTGRES_PASSWORD
+              valueFrom:
+                secretKeyRef:
+                  name: calminer-secrets
+                  key: DATABASE_PASSWORD
+            - name: POSTGRES_DB
+              value: "calminer_db"
+          resources:
+            requests:
+              memory: "256Mi"
+              cpu: "250m"
+            limits:
+              memory: "512Mi"
+              cpu: "500m"
+          volumeMounts:
+            - name: postgres-storage
+              mountPath: /var/lib/postgresql/data
+  volumeClaimTemplates:
+    - metadata:
+        name: postgres-storage
+      spec:
+        accessModes: ["ReadWriteOnce"]
+        resources:
+          requests:
+            storage: 10Gi

k8s/secret.yaml

@@ -0,0 +1,8 @@
+apiVersion: v1
+kind: Secret
+metadata:
+  name: calminer-secrets
+type: Opaque
+data:
+  DATABASE_PASSWORD: Y2FsbWluZXJfcGFzc3dvcmQ= # base64 encoded 'calminer_password'
+  CALMINER_SEED_ADMIN_PASSWORD: Q2hhbmdlTWUxMjMh # base64 encoded 'ChangeMe123!'

k8s/service.yaml

@@ -0,0 +1,14 @@
+apiVersion: v1
+kind: Service
+metadata:
+  name: calminer-service
+  labels:
+    app: calminer
+spec:
+  selector:
+    app: calminer
+  ports:
+    - port: 80
+      targetPort: 8003
+      protocol: TCP
+  type: ClusterIP

main.py

@@ -1,28 +1,88 @@
-from routes.distributions import router as distributions_router
-from routes.ui import router as ui_router
-from routes.parameters import router as parameters_router
+import logging
+from contextlib import asynccontextmanager
 from typing import Awaitable, Callable
 
 from fastapi import FastAPI, Request, Response
 from fastapi.staticfiles import StaticFiles
+from fastapi.responses import FileResponse
+
+from config.settings import get_settings
+from middleware.auth_session import AuthSessionMiddleware
+from middleware.metrics import MetricsMiddleware
 from middleware.validation import validate_json
-from config.database import Base, engine
+from routes.auth import router as auth_router
+from routes.dashboard import router as dashboard_router
+from routes.calculations import router as calculations_router
+from routes.imports import router as imports_router
+from routes.exports import router as exports_router
+from routes.projects import router as projects_router
+from routes.reports import router as reports_router
 from routes.scenarios import router as scenarios_router
-from routes.costs import router as costs_router
-from routes.consumption import router as consumption_router
-from routes.production import router as production_router
-from routes.equipment import router as equipment_router
-from routes.reporting import router as reporting_router
-from routes.currencies import router as currencies_router
-from routes.simulations import router as simulations_router
-from routes.maintenance import router as maintenance_router
-from routes.settings import router as settings_router
-from routes.users import router as users_router
+from routes.ui import router as ui_router
+from routes.navigation import router as navigation_router
+from monitoring import router as monitoring_router
+from services.bootstrap import bootstrap_admin, bootstrap_pricing_settings
+from scripts.init_db import init_db as init_db_script
 
-# Initialize database schema
-Base.metadata.create_all(bind=engine)
+logger = logging.getLogger(__name__)
 
-app = FastAPI()
+
+async def _bootstrap_startup() -> None:
+    settings = get_settings()
+    admin_settings = settings.admin_bootstrap_settings()
+    pricing_metadata = settings.pricing_metadata()
+    try:
+        try:
+            init_db_script()
+        except Exception:
+            logger.exception(
+                "DB initializer failed; continuing to bootstrap (non-fatal)")
+
+        role_result, admin_result = bootstrap_admin(settings=admin_settings)
+        pricing_result = bootstrap_pricing_settings(metadata=pricing_metadata)
+        logger.info(
+            "Admin bootstrap completed: roles=%s created=%s updated=%s rotated=%s assigned=%s",
+            role_result.ensured,
+            admin_result.created_user,
+            admin_result.updated_user,
+            admin_result.password_rotated,
+            admin_result.roles_granted,
+        )
+        try:
+            seed = pricing_result.seed
+            slug = getattr(seed.settings, "slug", None) if seed and getattr(
+                seed, "settings", None) else None
+            created = getattr(seed, "created", None)
+            updated_fields = getattr(seed, "updated_fields", None)
+            impurity_upserts = getattr(seed, "impurity_upserts", None)
+            logger.info(
+                "Pricing settings bootstrap completed: slug=%s created=%s updated_fields=%s impurity_upserts=%s projects_assigned=%s",
+                slug,
+                created,
+                updated_fields,
+                impurity_upserts,
+                pricing_result.projects_assigned,
+            )
+        except Exception:
+            logger.info(
+                "Pricing settings bootstrap completed (partial): projects_assigned=%s",
+                pricing_result.projects_assigned,
+            )
+    except Exception:  # pragma: no cover - defensive logging
+        logger.exception(
+            "Failed to bootstrap administrator or pricing settings")
+
+
+@asynccontextmanager
+async def app_lifespan(_: FastAPI):
+    await _bootstrap_startup()
+    yield
+
+
+app = FastAPI(lifespan=app_lifespan)
+
+app.add_middleware(AuthSessionMiddleware)
+app.add_middleware(MetricsMiddleware)
 
 
 @app.middleware("http")
@@ -37,20 +97,23 @@ async def health() -> dict[str, str]:
     return {"status": "ok"}
 
 
-app.mount("/static", StaticFiles(directory="static"), name="static")
+@app.get("/favicon.ico", include_in_schema=False)
+async def favicon() -> Response:
+    static_directory = "static"
+    favicon_img = "favicon.ico"
+    return FileResponse(f"{static_directory}/{favicon_img}")
 
-# Include API routers
+
+app.include_router(dashboard_router)
+app.include_router(calculations_router)
+app.include_router(auth_router)
+app.include_router(imports_router)
+app.include_router(exports_router)
+app.include_router(projects_router)
 app.include_router(scenarios_router)
-app.include_router(parameters_router)
-app.include_router(distributions_router)
-app.include_router(costs_router)
-app.include_router(consumption_router)
-app.include_router(simulations_router)
-app.include_router(production_router)
-app.include_router(equipment_router)
-app.include_router(maintenance_router)
-app.include_router(reporting_router)
-app.include_router(currencies_router)
-app.include_router(settings_router)
+app.include_router(reports_router)
 app.include_router(ui_router)
-app.include_router(users_router)
+app.include_router(monitoring_router)
+app.include_router(navigation_router)
+
+app.mount("/static", StaticFiles(directory="static"), name="static")

middleware/auth_session.py

@@ -0,0 +1,218 @@
+from __future__ import annotations
+
+from dataclasses import dataclass
+from typing import Callable, Iterable, Optional
+
+from fastapi import Request, Response
+from starlette.middleware.base import BaseHTTPMiddleware, RequestResponseEndpoint
+from starlette.types import ASGIApp
+
+from config.settings import Settings, get_settings
+from sqlalchemy.orm.exc import DetachedInstanceError
+from models import User
+from monitoring.metrics import ACTIVE_CONNECTIONS
+from services.exceptions import EntityNotFoundError
+from services.security import (
+    JWTSettings,
+    TokenDecodeError,
+    TokenError,
+    TokenExpiredError,
+    TokenTypeMismatchError,
+    create_access_token,
+    create_refresh_token,
+    decode_access_token,
+    decode_refresh_token,
+)
+from services.session import (
+    AuthSession,
+    SessionStrategy,
+    SessionTokens,
+    build_session_strategy,
+    clear_session_cookies,
+    extract_session_tokens,
+    set_session_cookies,
+)
+from services.unit_of_work import UnitOfWork
+
+_AUTH_SCOPE = "auth"
+
+
+@dataclass(slots=True)
+class _ResolutionResult:
+    session: AuthSession
+    strategy: SessionStrategy
+    jwt_settings: JWTSettings
+
+
+class AuthSessionMiddleware(BaseHTTPMiddleware):
+    """Resolve authenticated users from session cookies and refresh tokens."""
+
+    _active_sessions: int = 0
+
+    def __init__(
+        self,
+        app: ASGIApp,
+        *,
+        settings_provider: Callable[[], Settings] = get_settings,
+        unit_of_work_factory: Callable[[], UnitOfWork] = UnitOfWork,
+        refresh_scopes: Iterable[str] | None = None,
+    ) -> None:
+        super().__init__(app)
+        self._settings_provider = settings_provider
+        self._unit_of_work_factory = unit_of_work_factory
+        self._refresh_scopes = tuple(
+            refresh_scopes) if refresh_scopes else (_AUTH_SCOPE,)
+
+    async def dispatch(self, request: Request, call_next: RequestResponseEndpoint) -> Response:
+        resolved = self._resolve_session(request)
+
+        # Track active sessions for authenticated users
+        try:
+            user_active = bool(resolved.session.user and getattr(
+                resolved.session.user, "is_active", False))
+        except DetachedInstanceError:
+            user_active = False
+
+        if user_active:
+            AuthSessionMiddleware._active_sessions += 1
+            ACTIVE_CONNECTIONS.set(AuthSessionMiddleware._active_sessions)
+
+        response: Response | None = None
+        try:
+            response = await call_next(request)
+            return response
+        finally:
+            # Always decrement the active sessions counter if we incremented it.
+            if user_active:
+                AuthSessionMiddleware._active_sessions = max(
+                    0, AuthSessionMiddleware._active_sessions - 1)
+                ACTIVE_CONNECTIONS.set(AuthSessionMiddleware._active_sessions)
+
+            # Only apply session cookies if a response was produced by downstream
+            # application. If an exception occurred before a response was created
+            # we avoid raising another error here.
+            import logging
+            if response is not None:
+                try:
+                    self._apply_session(response, resolved)
+                except Exception:
+                    logging.getLogger(__name__).exception(
+                        "Failed to apply session cookies to response"
+                    )
+            else:
+                logging.getLogger(__name__).debug(
+                    "AuthSessionMiddleware: no response produced by downstream app (response is None)"
+                )
+
+    def _resolve_session(self, request: Request) -> _ResolutionResult:
+        settings = self._settings_provider()
+        jwt_settings = settings.jwt_settings()
+        strategy = build_session_strategy(settings.session_settings())
+
+        tokens = extract_session_tokens(request, strategy)
+        session = AuthSession(tokens=tokens)
+        request.state.auth_session = session
+
+        if tokens.access_token:
+            if self._try_access_token(session, tokens, jwt_settings):
+                return _ResolutionResult(session=session, strategy=strategy, jwt_settings=jwt_settings)
+
+        if tokens.refresh_token:
+            self._try_refresh_token(
+                session, tokens.refresh_token, jwt_settings)
+
+        return _ResolutionResult(session=session, strategy=strategy, jwt_settings=jwt_settings)
+
+    def _try_access_token(
+        self,
+        session: AuthSession,
+        tokens: SessionTokens,
+        jwt_settings: JWTSettings,
+    ) -> bool:
+        try:
+            payload = decode_access_token(
+                tokens.access_token or "", jwt_settings)
+        except TokenExpiredError:
+            return False
+        except (TokenDecodeError, TokenTypeMismatchError, TokenError):
+            session.mark_cleared()
+            return False
+
+        user = self._load_user(payload.sub)
+        if not user or not user.is_active or _AUTH_SCOPE not in payload.scopes:
+            session.mark_cleared()
+            return False
+
+        session.user = user
+        session.scopes = tuple(payload.scopes)
+        session.set_role_slugs(role.name for role in getattr(user, "roles", []) if role)
+        return True
+
+    def _try_refresh_token(
+        self,
+        session: AuthSession,
+        refresh_token: str,
+        jwt_settings: JWTSettings,
+    ) -> None:
+        try:
+            payload = decode_refresh_token(refresh_token, jwt_settings)
+        except (TokenExpiredError, TokenDecodeError, TokenTypeMismatchError, TokenError):
+            session.mark_cleared()
+            return
+
+        user = self._load_user(payload.sub)
+        if not user or not user.is_active or not self._is_refresh_scope_allowed(payload.scopes):
+            session.mark_cleared()
+            return
+
+        session.user = user
+        session.scopes = tuple(payload.scopes)
+        session.set_role_slugs(role.name for role in getattr(user, "roles", []) if role)
+
+        access_token = create_access_token(
+            str(user.id),
+            jwt_settings,
+            scopes=payload.scopes,
+        )
+        new_refresh = create_refresh_token(
+            str(user.id),
+            jwt_settings,
+            scopes=payload.scopes,
+        )
+        session.issue_tokens(access_token=access_token,
+                             refresh_token=new_refresh)
+
+    def _is_refresh_scope_allowed(self, scopes: Iterable[str]) -> bool:
+        candidate_scopes = set(scopes)
+        return any(scope in candidate_scopes for scope in self._refresh_scopes)
+
+    def _load_user(self, subject: str) -> Optional[User]:
+        try:
+            user_id = int(subject)
+        except ValueError:
+            return None
+
+        with self._unit_of_work_factory() as uow:
+            if not uow.users:
+                return None
+            try:
+                user = uow.users.get(user_id, with_roles=True)
+            except EntityNotFoundError:
+                return None
+            return user
+
+    def _apply_session(self, response: Response, resolved: _ResolutionResult) -> None:
+        session = resolved.session
+        if session.clear_cookies:
+            clear_session_cookies(response, resolved.strategy)
+            return
+
+        if session.issued_access_token:
+            refresh_token = session.issued_refresh_token or session.tokens.refresh_token
+            set_session_cookies(
+                response,
+                access_token=session.issued_access_token,
+                refresh_token=refresh_token,
+                strategy=resolved.strategy,
+                jwt_settings=resolved.jwt_settings,
+            )

middleware/metrics.py

@@ -0,0 +1,58 @@
+from __future__ import annotations
+
+import time
+from typing import Callable
+
+from fastapi import Request, Response
+from starlette.middleware.base import BaseHTTPMiddleware
+
+from monitoring.metrics import observe_request
+from services.metrics import get_metrics_service
+
+
+class MetricsMiddleware(BaseHTTPMiddleware):
+    async def dispatch(self, request: Request, call_next: Callable[[Request], Response]) -> Response:
+        start_time = time.time()
+        response = await call_next(request)
+        process_time = time.time() - start_time
+
+        observe_request(
+            method=request.method,
+            endpoint=request.url.path,
+            status=response.status_code,
+            seconds=process_time,
+        )
+
+        # Store in database asynchronously
+        background_tasks = getattr(request.state, "background_tasks", None)
+        if background_tasks:
+            background_tasks.add_task(
+                store_request_metric,
+                method=request.method,
+                endpoint=request.url.path,
+                status_code=response.status_code,
+                duration_seconds=process_time,
+            )
+
+        return response
+
+
+async def store_request_metric(
+    method: str, endpoint: str, status_code: int, duration_seconds: float
+) -> None:
+    """Store request metric in database."""
+    try:
+        service = get_metrics_service()
+        service.store_metric(
+            metric_name="http_request",
+            value=duration_seconds,
+            labels={"method": method, "endpoint": endpoint,
+                    "status": status_code},
+            endpoint=endpoint,
+            method=method,
+            status_code=status_code,
+            duration_seconds=duration_seconds,
+        )
+    except Exception:
+        # Log error but don't fail the request
+        pass

middleware/validation.py

@@ -10,10 +10,14 @@ async def validate_json(
 ) -> Response:
     # Only validate JSON for requests with a body
     if request.method in ("POST", "PUT", "PATCH"):
+        # Only attempt JSON parsing when the client indicates a JSON content type.
+        content_type = (request.headers.get("content-type") or "").lower()
+        if "json" in content_type:
             try:
                 # attempt to parse json body
                 await request.json()
             except Exception:
-            raise HTTPException(status_code=400, detail="Invalid JSON payload")
+                raise HTTPException(
+                    status_code=400, detail="Invalid JSON payload")
     response = await call_next(request)
     return response

models/__init__.py

@@ -1,10 +1,72 @@
-"""
-models package initializer. Import key models so they're registered
-with the shared Base.metadata when the package is imported by tests.
-"""
+"""Database models and shared metadata for the CalMiner domain."""
 
-from . import application_setting  # noqa: F401
-from . import currency  # noqa: F401
-from . import role  # noqa: F401
-from . import user  # noqa: F401
-from . import theme_setting  # noqa: F401
+from .financial_input import FinancialInput
+from .metadata import (
+    COST_BUCKET_METADATA,
+    RESOURCE_METADATA,
+    STOCHASTIC_VARIABLE_METADATA,
+    ResourceDescriptor,
+    StochasticVariableDescriptor,
+)
+from .performance_metric import PerformanceMetric
+from .pricing_settings import (
+    PricingImpuritySettings,
+    PricingMetalSettings,
+    PricingSettings,
+)
+from .enums import (
+    CostBucket,
+    DistributionType,
+    FinancialCategory,
+    MiningOperationType,
+    ResourceType,
+    ScenarioStatus,
+    StochasticVariable,
+)
+from .project import Project
+from .scenario import Scenario
+from .simulation_parameter import SimulationParameter
+from .user import Role, User, UserRole, password_context
+from .navigation import NavigationGroup, NavigationLink
+
+from .profitability_snapshot import ProjectProfitability, ScenarioProfitability
+from .capex_snapshot import ProjectCapexSnapshot, ScenarioCapexSnapshot
+from .opex_snapshot import (
+    ProjectOpexSnapshot,
+    ScenarioOpexSnapshot,
+)
+
+__all__ = [
+    "FinancialCategory",
+    "FinancialInput",
+    "MiningOperationType",
+    "Project",
+    "ProjectProfitability",
+    "ProjectCapexSnapshot",
+    "ProjectOpexSnapshot",
+    "PricingSettings",
+    "PricingMetalSettings",
+    "PricingImpuritySettings",
+    "Scenario",
+    "ScenarioProfitability",
+    "ScenarioCapexSnapshot",
+    "ScenarioOpexSnapshot",
+    "ScenarioStatus",
+    "DistributionType",
+    "SimulationParameter",
+    "ResourceType",
+    "CostBucket",
+    "StochasticVariable",
+    "RESOURCE_METADATA",
+    "COST_BUCKET_METADATA",
+    "STOCHASTIC_VARIABLE_METADATA",
+    "ResourceDescriptor",
+    "StochasticVariableDescriptor",
+    "User",
+    "Role",
+    "UserRole",
+    "password_context",
+    "PerformanceMetric",
+    "NavigationGroup",
+    "NavigationLink",
+]

models/application_setting.py

@@ -1,38 +0,0 @@
-from datetime import datetime
-from typing import Optional
-
-from sqlalchemy import Boolean, DateTime, String, Text
-from sqlalchemy.orm import Mapped, mapped_column
-from sqlalchemy.sql import func
-
-from config.database import Base
-
-
-class ApplicationSetting(Base):
-    __tablename__ = "application_setting"
-
-    id: Mapped[int] = mapped_column(primary_key=True, index=True)
-    key: Mapped[str] = mapped_column(String(128), unique=True, nullable=False)
-    value: Mapped[str] = mapped_column(Text, nullable=False)
-    value_type: Mapped[str] = mapped_column(
-        String(32), nullable=False, default="string"
-    )
-    category: Mapped[str] = mapped_column(
-        String(32), nullable=False, default="general"
-    )
-    description: Mapped[Optional[str]] = mapped_column(Text, nullable=True)
-    is_editable: Mapped[bool] = mapped_column(
-        Boolean, nullable=False, default=True
-    )
-    created_at: Mapped[datetime] = mapped_column(
-        DateTime(timezone=True), server_default=func.now(), nullable=False
-    )
-    updated_at: Mapped[datetime] = mapped_column(
-        DateTime(timezone=True),
-        server_default=func.now(),
-        onupdate=func.now(),
-        nullable=False,
-    )
-
-    def __repr__(self) -> str:
-        return f"<ApplicationSetting key={self.key} category={self.category}>"

models/capex.py

@@ -1,71 +0,0 @@
-from sqlalchemy import event, text
-from sqlalchemy import Column, Integer, Float, String, ForeignKey
-from sqlalchemy.orm import relationship
-from config.database import Base
-
-
-class Capex(Base):
-    __tablename__ = "capex"
-
-    id = Column(Integer, primary_key=True, index=True)
-    scenario_id = Column(Integer, ForeignKey("scenario.id"), nullable=False)
-    amount = Column(Float, nullable=False)
-    description = Column(String, nullable=True)
-    currency_id = Column(Integer, ForeignKey("currency.id"), nullable=False)
-
-    scenario = relationship("Scenario", back_populates="capex_items")
-    currency = relationship("Currency", back_populates="capex_items")
-
-    def __repr__(self):
-        return (
-            f"<Capex id={self.id} scenario_id={self.scenario_id} "
-            f"amount={self.amount} currency_id={self.currency_id}>"
-        )
-
-    @property
-    def currency_code(self) -> str:
-        return self.currency.code if self.currency else None
-
-    @currency_code.setter
-    def currency_code(self, value: str) -> None:
-        # store pending code so application code or migrations can pick it up
-        setattr(
-            self, "_currency_code_pending", (value or "USD").strip().upper()
-        )
-
-
-# SQLAlchemy event handlers to ensure currency_id is set before insert/update
-
-
-def _resolve_currency(mapper, connection, target):
-    # If currency_id already set, nothing to do
-    if getattr(target, "currency_id", None):
-        return
-    code = getattr(target, "_currency_code_pending", None) or "USD"
-    # Try to find existing currency id
-    row = connection.execute(
-        text("SELECT id FROM currency WHERE code = :code"), {"code": code}
-    ).fetchone()
-    if row:
-        cid = row[0]
-    else:
-        # Insert new currency and attempt to get lastrowid
-        res = connection.execute(
-            text(
-                "INSERT INTO currency (code, name, symbol, is_active) VALUES (:code, :name, :symbol, :active)"
-            ),
-            {"code": code, "name": code, "symbol": None, "active": True},
-        )
-        try:
-            cid = res.lastrowid
-        except Exception:
-            # fallback: select after insert
-            cid = connection.execute(
-                text("SELECT id FROM currency WHERE code = :code"),
-                {"code": code},
-            ).scalar()
-    target.currency_id = cid
-
-
-event.listen(Capex, "before_insert", _resolve_currency)
-event.listen(Capex, "before_update", _resolve_currency)

models/capex_snapshot.py

@@ -0,0 +1,111 @@
+from __future__ import annotations
+
+from datetime import datetime
+from typing import TYPE_CHECKING
+
+from sqlalchemy import JSON, DateTime, ForeignKey, Integer, Numeric, String
+from sqlalchemy.orm import Mapped, mapped_column, relationship
+from sqlalchemy.sql import func
+
+from config.database import Base
+
+if TYPE_CHECKING:  # pragma: no cover
+    from .project import Project
+    from .scenario import Scenario
+    from .user import User
+
+
+class ProjectCapexSnapshot(Base):
+    """Snapshot of aggregated capex metrics at the project level."""
+
+    __tablename__ = "project_capex_snapshots"
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True)
+    project_id: Mapped[int] = mapped_column(
+        ForeignKey("projects.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    created_by_id: Mapped[int | None] = mapped_column(
+        ForeignKey("users.id", ondelete="SET NULL"), nullable=True, index=True
+    )
+    calculation_source: Mapped[str | None] = mapped_column(
+        String(64), nullable=True)
+    calculated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    currency_code: Mapped[str | None] = mapped_column(String(3), nullable=True)
+    total_capex: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True)
+    contingency_pct: Mapped[float | None] = mapped_column(
+        Numeric(12, 6), nullable=True)
+    contingency_amount: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True)
+    total_with_contingency: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True)
+    component_count: Mapped[int | None] = mapped_column(Integer, nullable=True)
+    payload: Mapped[dict | None] = mapped_column(JSON, nullable=True)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    project: Mapped[Project] = relationship(
+        "Project", back_populates="capex_snapshots"
+    )
+    created_by: Mapped[User | None] = relationship("User")
+
+    def __repr__(self) -> str:  # pragma: no cover
+        return (
+            "ProjectCapexSnapshot(id={id!r}, project_id={project_id!r}, total_capex={total_capex!r})".format(
+                id=self.id, project_id=self.project_id, total_capex=self.total_capex
+            )
+        )
+
+
+class ScenarioCapexSnapshot(Base):
+    """Snapshot of capex metrics for an individual scenario."""
+
+    __tablename__ = "scenario_capex_snapshots"
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True)
+    scenario_id: Mapped[int] = mapped_column(
+        ForeignKey("scenarios.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    created_by_id: Mapped[int | None] = mapped_column(
+        ForeignKey("users.id", ondelete="SET NULL"), nullable=True, index=True
+    )
+    calculation_source: Mapped[str | None] = mapped_column(
+        String(64), nullable=True)
+    calculated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    currency_code: Mapped[str | None] = mapped_column(String(3), nullable=True)
+    total_capex: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True)
+    contingency_pct: Mapped[float | None] = mapped_column(
+        Numeric(12, 6), nullable=True)
+    contingency_amount: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True)
+    total_with_contingency: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True)
+    component_count: Mapped[int | None] = mapped_column(Integer, nullable=True)
+    payload: Mapped[dict | None] = mapped_column(JSON, nullable=True)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    scenario: Mapped[Scenario] = relationship(
+        "Scenario", back_populates="capex_snapshots"
+    )
+    created_by: Mapped[User | None] = relationship("User")
+
+    def __repr__(self) -> str:  # pragma: no cover
+        return (
+            "ScenarioCapexSnapshot(id={id!r}, scenario_id={scenario_id!r}, total_capex={total_capex!r})".format(
+                id=self.id, scenario_id=self.scenario_id, total_capex=self.total_capex
+            )
+        )

models/consumption.py

@@ -1,22 +0,0 @@
-from sqlalchemy import Column, Integer, Float, String, ForeignKey
-from sqlalchemy.orm import relationship
-from config.database import Base
-
-
-class Consumption(Base):
-    __tablename__ = "consumption"
-
-    id = Column(Integer, primary_key=True, index=True)
-    scenario_id = Column(Integer, ForeignKey("scenario.id"), nullable=False)
-    amount = Column(Float, nullable=False)
-    description = Column(String, nullable=True)
-    unit_name = Column(String(64), nullable=True)
-    unit_symbol = Column(String(16), nullable=True)
-
-    scenario = relationship("Scenario", back_populates="consumption_items")
-
-    def __repr__(self):
-        return (
-            f"<Consumption id={self.id} scenario_id={self.scenario_id} "
-            f"amount={self.amount} unit={self.unit_symbol or self.unit_name}>"
-        )

models/currency.py

@@ -1,24 +0,0 @@
-from sqlalchemy import Column, Integer, String, Boolean
-from sqlalchemy.orm import relationship
-from config.database import Base
-
-
-class Currency(Base):
-    __tablename__ = "currency"
-
-    id = Column(Integer, primary_key=True, index=True)
-    code = Column(String(3), nullable=False, unique=True, index=True)
-    name = Column(String(128), nullable=False)
-    symbol = Column(String(8), nullable=True)
-    is_active = Column(Boolean, nullable=False, default=True)
-
-    # reverse relationships (optional)
-    capex_items = relationship(
-        "Capex", back_populates="currency", lazy="select"
-    )
-    opex_items = relationship("Opex", back_populates="currency", lazy="select")
-
-    def __repr__(self):
-        return (
-            f"<Currency code={self.code} name={self.name} symbol={self.symbol}>"
-        )

models/distribution.py

@@ -1,14 +0,0 @@
-from sqlalchemy import Column, Integer, String, JSON
-from config.database import Base
-
-
-class Distribution(Base):
-    __tablename__ = "distribution"
-
-    id = Column(Integer, primary_key=True, index=True)
-    name = Column(String, nullable=False)
-    distribution_type = Column(String, nullable=False)
-    parameters = Column(JSON, nullable=True)
-
-    def __repr__(self):
-        return f"<Distribution id={self.id} name={self.name} type={self.distribution_type}>"

models/enums.py

@@ -0,0 +1,96 @@
+from __future__ import annotations
+
+from enum import Enum
+from typing import Type
+
+from sqlalchemy import Enum as SQLEnum
+
+
+def sql_enum(enum_cls: Type[Enum], *, name: str) -> SQLEnum:
+    """Build a SQLAlchemy Enum that maps using the enum member values."""
+
+    return SQLEnum(
+        enum_cls,
+        name=name,
+        create_type=False,
+        validate_strings=True,
+        values_callable=lambda enum_cls: [member.value for member in enum_cls],
+    )
+
+
+class MiningOperationType(str, Enum):
+    """Supported mining operation categories."""
+
+    OPEN_PIT = "open_pit"
+    UNDERGROUND = "underground"
+    IN_SITU_LEACH = "in_situ_leach"
+    PLACER = "placer"
+    QUARRY = "quarry"
+    MOUNTAINTOP_REMOVAL = "mountaintop_removal"
+    OTHER = "other"
+
+
+class ScenarioStatus(str, Enum):
+    """Lifecycle states for project scenarios."""
+
+    DRAFT = "draft"
+    ACTIVE = "active"
+    ARCHIVED = "archived"
+
+
+class FinancialCategory(str, Enum):
+    """Enumeration of cost and revenue classifications."""
+
+    CAPITAL_EXPENDITURE = "capex"
+    OPERATING_EXPENDITURE = "opex"
+    REVENUE = "revenue"
+    CONTINGENCY = "contingency"
+    OTHER = "other"
+
+
+class DistributionType(str, Enum):
+    """Supported stochastic distribution families for simulations."""
+
+    NORMAL = "normal"
+    TRIANGULAR = "triangular"
+    UNIFORM = "uniform"
+    LOGNORMAL = "lognormal"
+    CUSTOM = "custom"
+
+
+class ResourceType(str, Enum):
+    """Primary consumables and resources used in mining operations."""
+
+    DIESEL = "diesel"
+    ELECTRICITY = "electricity"
+    WATER = "water"
+    EXPLOSIVES = "explosives"
+    REAGENTS = "reagents"
+    LABOR = "labor"
+    EQUIPMENT_HOURS = "equipment_hours"
+    TAILINGS_CAPACITY = "tailings_capacity"
+
+
+class CostBucket(str, Enum):
+    """Granular cost buckets aligned with project accounting."""
+
+    CAPITAL_INITIAL = "capital_initial"
+    CAPITAL_SUSTAINING = "capital_sustaining"
+    OPERATING_FIXED = "operating_fixed"
+    OPERATING_VARIABLE = "operating_variable"
+    MAINTENANCE = "maintenance"
+    RECLAMATION = "reclamation"
+    ROYALTIES = "royalties"
+    GENERAL_ADMIN = "general_admin"
+
+
+class StochasticVariable(str, Enum):
+    """Domain variables that typically require probabilistic modelling."""
+
+    ORE_GRADE = "ore_grade"
+    RECOVERY_RATE = "recovery_rate"
+    METAL_PRICE = "metal_price"
+    OPERATING_COST = "operating_cost"
+    CAPITAL_COST = "capital_cost"
+    DISCOUNT_RATE = "discount_rate"
+    THROUGHPUT = "throughput"

models/equipment.py

@@ -1,17 +0,0 @@
-from sqlalchemy import Column, Integer, String, ForeignKey
-from sqlalchemy.orm import relationship
-from config.database import Base
-
-
-class Equipment(Base):
-    __tablename__ = "equipment"
-
-    id = Column(Integer, primary_key=True, index=True)
-    scenario_id = Column(Integer, ForeignKey("scenario.id"), nullable=False)
-    name = Column(String, nullable=False)
-    description = Column(String, nullable=True)
-
-    scenario = relationship("Scenario", back_populates="equipment_items")
-
-    def __repr__(self):
-        return f"<Equipment id={self.id} scenario_id={self.scenario_id} name={self.name}>"

models/financial_input.py

@@ -0,0 +1,62 @@
+from __future__ import annotations
+
+from datetime import date, datetime
+from typing import TYPE_CHECKING
+
+from sqlalchemy import (
+    Date,
+    DateTime,
+    ForeignKey,
+    Integer,
+    Numeric,
+    String,
+    Text,
+)
+from sqlalchemy.orm import Mapped, mapped_column, relationship, validates
+
+from sqlalchemy.sql import func
+
+from config.database import Base
+from .enums import CostBucket, FinancialCategory, sql_enum
+from services.currency import normalise_currency
+
+if TYPE_CHECKING:  # pragma: no cover
+    from .scenario import Scenario
+
+
+class FinancialInput(Base):
+    """Line-item financial assumption attached to a scenario."""
+
+    __tablename__ = "financial_inputs"
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True)
+    scenario_id: Mapped[int] = mapped_column(
+        ForeignKey("scenarios.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    name: Mapped[str] = mapped_column(String(255), nullable=False)
+    category: Mapped[FinancialCategory] = mapped_column(
+        sql_enum(FinancialCategory, name="financialcategory"), nullable=False
+    )
+    cost_bucket: Mapped[CostBucket | None] = mapped_column(
+        sql_enum(CostBucket, name="costbucket"), nullable=True
+    )
+    amount: Mapped[float] = mapped_column(Numeric(18, 2), nullable=False)
+    currency: Mapped[str | None] = mapped_column(String(3), nullable=True)
+    effective_date: Mapped[date | None] = mapped_column(Date, nullable=True)
+    notes: Mapped[str | None] = mapped_column(Text, nullable=True)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    scenario: Mapped["Scenario"] = relationship(
+        "Scenario", back_populates="financial_inputs")
+
+    @validates("currency")
+    def _validate_currency(self, key: str, value: str | None) -> str | None:
+        return normalise_currency(value)
+
+    def __repr__(self) -> str:  # pragma: no cover
+        return f"FinancialInput(id={self.id!r}, scenario_id={self.scenario_id!r}, name={self.name!r})"

models/import_export_log.py

@@ -0,0 +1,31 @@
+from __future__ import annotations
+
+
+from sqlalchemy import Column, DateTime, ForeignKey, Integer, String, Text
+from sqlalchemy.sql import func
+
+from config.database import Base
+
+
+class ImportExportLog(Base):
+    """Audit log for import and export operations."""
+
+    __tablename__ = "import_export_logs"
+
+    id = Column(Integer, primary_key=True, index=True)
+    action = Column(String(32), nullable=False)  # preview, commit, export
+    dataset = Column(String(32), nullable=False)  # projects, scenarios, etc.
+    status = Column(String(16), nullable=False)  # success, failure
+    filename = Column(String(255), nullable=True)
+    row_count = Column(Integer, nullable=True)
+    detail = Column(Text, nullable=True)
+    user_id = Column(Integer, ForeignKey("users.id"), nullable=True)
+    created_at = Column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+
+    def __repr__(self) -> str:  # pragma: no cover
+        return (
+            f"ImportExportLog(id={self.id}, action={self.action}, "
+            f"dataset={self.dataset}, status={self.status})"
+        )

models/maintenance.py

@@ -1,23 +0,0 @@
-from sqlalchemy import Column, Date, Float, ForeignKey, Integer, String
-from sqlalchemy.orm import relationship
-from config.database import Base
-
-
-class Maintenance(Base):
-    __tablename__ = "maintenance"
-
-    id = Column(Integer, primary_key=True, index=True)
-    equipment_id = Column(Integer, ForeignKey("equipment.id"), nullable=False)
-    scenario_id = Column(Integer, ForeignKey("scenario.id"), nullable=False)
-    maintenance_date = Column(Date, nullable=False)
-    description = Column(String, nullable=True)
-    cost = Column(Float, nullable=False)
-
-    equipment = relationship("Equipment")
-    scenario = relationship("Scenario", back_populates="maintenance_items")
-
-    def __repr__(self) -> str:
-        return (
-            f"<Maintenance id={self.id} equipment_id={self.equipment_id} "
-            f"scenario_id={self.scenario_id} date={self.maintenance_date} cost={self.cost}>"
-        )

models/metadata.py

@@ -0,0 +1,108 @@
+from __future__ import annotations
+
+from dataclasses import dataclass
+from .enums import ResourceType, CostBucket, StochasticVariable
+
+
+@dataclass(frozen=True)
+class ResourceDescriptor:
+    """Describes canonical metadata for a resource type."""
+
+    unit: str
+    description: str
+
+
+RESOURCE_METADATA: dict[ResourceType, ResourceDescriptor] = {
+    ResourceType.DIESEL: ResourceDescriptor(unit="L", description="Diesel fuel consumption"),
+    ResourceType.ELECTRICITY: ResourceDescriptor(unit="kWh", description="Electrical power usage"),
+    ResourceType.WATER: ResourceDescriptor(unit="m3", description="Process and dust suppression water"),
+    ResourceType.EXPLOSIVES: ResourceDescriptor(unit="kg", description="Blasting agent consumption"),
+    ResourceType.REAGENTS: ResourceDescriptor(unit="kg", description="Processing reagents"),
+    ResourceType.LABOR: ResourceDescriptor(unit="hours", description="Direct labor hours"),
+    ResourceType.EQUIPMENT_HOURS: ResourceDescriptor(unit="hours", description="Mobile equipment operating hours"),
+    ResourceType.TAILINGS_CAPACITY: ResourceDescriptor(unit="m3", description="Tailings storage usage"),
+}
+
+
+@dataclass(frozen=True)
+class CostBucketDescriptor:
+    """Describes reporting label and guidance for a cost bucket."""
+
+    label: str
+    description: str
+
+
+COST_BUCKET_METADATA: dict[CostBucket, CostBucketDescriptor] = {
+    CostBucket.CAPITAL_INITIAL: CostBucketDescriptor(
+        label="Initial Capital",
+        description="Pre-production capital required to construct the mine",
+    ),
+    CostBucket.CAPITAL_SUSTAINING: CostBucketDescriptor(
+        label="Sustaining Capital",
+        description="Ongoing capital investments to maintain operations",
+    ),
+    CostBucket.OPERATING_FIXED: CostBucketDescriptor(
+        label="Fixed Operating",
+        description="Fixed operating costs independent of production rate",
+    ),
+    CostBucket.OPERATING_VARIABLE: CostBucketDescriptor(
+        label="Variable Operating",
+        description="Costs that scale with throughput or production",
+    ),
+    CostBucket.MAINTENANCE: CostBucketDescriptor(
+        label="Maintenance",
+        description="Maintenance and repair expenditures",
+    ),
+    CostBucket.RECLAMATION: CostBucketDescriptor(
+        label="Reclamation",
+        description="Mine closure and reclamation liabilities",
+    ),
+    CostBucket.ROYALTIES: CostBucketDescriptor(
+        label="Royalties",
+        description="Royalty and streaming obligations",
+    ),
+    CostBucket.GENERAL_ADMIN: CostBucketDescriptor(
+        label="G&A",
+        description="Corporate and site general and administrative costs",
+    ),
+}
+
+
+@dataclass(frozen=True)
+class StochasticVariableDescriptor:
+    """Metadata describing how a stochastic variable is typically modelled."""
+
+    unit: str
+    description: str
+
+
+STOCHASTIC_VARIABLE_METADATA: dict[StochasticVariable, StochasticVariableDescriptor] = {
+    StochasticVariable.ORE_GRADE: StochasticVariableDescriptor(
+        unit="g/t",
+        description="Head grade variability across the ore body",
+    ),
+    StochasticVariable.RECOVERY_RATE: StochasticVariableDescriptor(
+        unit="%",
+        description="Metallurgical recovery uncertainty",
+    ),
+    StochasticVariable.METAL_PRICE: StochasticVariableDescriptor(
+        unit="$/unit",
+        description="Commodity price fluctuations",
+    ),
+    StochasticVariable.OPERATING_COST: StochasticVariableDescriptor(
+        unit="$/t",
+        description="Operating cost per tonne volatility",
+    ),
+    StochasticVariable.CAPITAL_COST: StochasticVariableDescriptor(
+        unit="$",
+        description="Capital cost overrun/underrun potential",
+    ),
+    StochasticVariable.DISCOUNT_RATE: StochasticVariableDescriptor(
+        unit="%",
+        description="Discount rate sensitivity",
+    ),
+    StochasticVariable.THROUGHPUT: StochasticVariableDescriptor(
+        unit="t/d",
+        description="Plant throughput variability",
+    ),
+}

models/navigation.py

@@ -0,0 +1,125 @@
+from __future__ import annotations
+
+from datetime import datetime
+from typing import List, Optional
+
+from sqlalchemy import (
+    Boolean,
+    CheckConstraint,
+    DateTime,
+    ForeignKey,
+    Index,
+    Integer,
+    String,
+    UniqueConstraint,
+)
+from sqlalchemy.orm import Mapped, mapped_column, relationship
+from sqlalchemy.sql import func
+from sqlalchemy.ext.mutable import MutableList
+from sqlalchemy import JSON
+
+from config.database import Base
+
+
+class NavigationGroup(Base):
+    __tablename__ = "navigation_groups"
+    __table_args__ = (
+        UniqueConstraint("slug", name="uq_navigation_groups_slug"),
+        Index("ix_navigation_groups_sort_order", "sort_order"),
+    )
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True)
+    slug: Mapped[str] = mapped_column(String(64), nullable=False)
+    label: Mapped[str] = mapped_column(String(128), nullable=False)
+    sort_order: Mapped[int] = mapped_column(
+        Integer, nullable=False, default=100)
+    icon: Mapped[Optional[str]] = mapped_column(String(64))
+    tooltip: Mapped[Optional[str]] = mapped_column(String(255))
+    is_enabled: Mapped[bool] = mapped_column(
+        Boolean, nullable=False, default=True)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    links: Mapped[List["NavigationLink"]] = relationship(
+        "NavigationLink",
+        back_populates="group",
+        cascade="all, delete-orphan",
+        order_by="NavigationLink.sort_order",
+    )
+
+    def __repr__(self) -> str:  # pragma: no cover
+        return f"NavigationGroup(id={self.id!r}, slug={self.slug!r})"
+
+
+class NavigationLink(Base):
+    __tablename__ = "navigation_links"
+    __table_args__ = (
+        UniqueConstraint("group_id", "slug",
+                         name="uq_navigation_links_group_slug"),
+        Index("ix_navigation_links_group_sort", "group_id", "sort_order"),
+        Index("ix_navigation_links_parent_sort",
+              "parent_link_id", "sort_order"),
+        CheckConstraint(
+            "(route_name IS NOT NULL) OR (href_override IS NOT NULL)",
+            name="ck_navigation_links_route_or_href",
+        ),
+    )
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True)
+    group_id: Mapped[int] = mapped_column(
+        ForeignKey("navigation_groups.id", ondelete="CASCADE"), nullable=False
+    )
+    parent_link_id: Mapped[Optional[int]] = mapped_column(
+        ForeignKey("navigation_links.id", ondelete="CASCADE")
+    )
+    slug: Mapped[str] = mapped_column(String(64), nullable=False)
+    label: Mapped[str] = mapped_column(String(128), nullable=False)
+    route_name: Mapped[Optional[str]] = mapped_column(String(128))
+    href_override: Mapped[Optional[str]] = mapped_column(String(512))
+    match_prefix: Mapped[Optional[str]] = mapped_column(String(512))
+    sort_order: Mapped[int] = mapped_column(
+        Integer, nullable=False, default=100)
+    icon: Mapped[Optional[str]] = mapped_column(String(64))
+    tooltip: Mapped[Optional[str]] = mapped_column(String(255))
+    required_roles: Mapped[list[str]] = mapped_column(
+        MutableList.as_mutable(JSON), nullable=False, default=list
+    )
+    is_enabled: Mapped[bool] = mapped_column(
+        Boolean, nullable=False, default=True)
+    is_external: Mapped[bool] = mapped_column(
+        Boolean, nullable=False, default=False)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    group: Mapped[NavigationGroup] = relationship(
+        NavigationGroup,
+        back_populates="links",
+    )
+    parent: Mapped[Optional["NavigationLink"]] = relationship(
+        "NavigationLink",
+        remote_side="NavigationLink.id",
+        back_populates="children",
+    )
+    children: Mapped[List["NavigationLink"]] = relationship(
+        "NavigationLink",
+        back_populates="parent",
+        cascade="all, delete-orphan",
+        order_by="NavigationLink.sort_order",
+    )
+
+    def is_visible_for_roles(self, roles: list[str]) -> bool:
+        if not self.required_roles:
+            return True
+        role_set = set(roles)
+        return any(role in role_set for role in self.required_roles)
+
+    def __repr__(self) -> str:  # pragma: no cover
+        return f"NavigationLink(id={self.id!r}, slug={self.slug!r})"

models/opex.py

@@ -1,63 +0,0 @@
-from sqlalchemy import event, text
-from sqlalchemy import Column, Integer, Float, String, ForeignKey
-from sqlalchemy.orm import relationship
-from config.database import Base
-
-
-class Opex(Base):
-    __tablename__ = "opex"
-
-    id = Column(Integer, primary_key=True, index=True)
-    scenario_id = Column(Integer, ForeignKey("scenario.id"), nullable=False)
-    amount = Column(Float, nullable=False)
-    description = Column(String, nullable=True)
-    currency_id = Column(Integer, ForeignKey("currency.id"), nullable=False)
-
-    scenario = relationship("Scenario", back_populates="opex_items")
-    currency = relationship("Currency", back_populates="opex_items")
-
-    def __repr__(self):
-        return (
-            f"<Opex id={self.id} scenario_id={self.scenario_id} "
-            f"amount={self.amount} currency_id={self.currency_id}>"
-        )
-
-    @property
-    def currency_code(self) -> str:
-        return self.currency.code if self.currency else None
-
-    @currency_code.setter
-    def currency_code(self, value: str) -> None:
-        setattr(
-            self, "_currency_code_pending", (value or "USD").strip().upper()
-        )
-
-
-def _resolve_currency_opex(mapper, connection, target):
-    if getattr(target, "currency_id", None):
-        return
-    code = getattr(target, "_currency_code_pending", None) or "USD"
-    row = connection.execute(
-        text("SELECT id FROM currency WHERE code = :code"), {"code": code}
-    ).fetchone()
-    if row:
-        cid = row[0]
-    else:
-        res = connection.execute(
-            text(
-                "INSERT INTO currency (code, name, symbol, is_active) VALUES (:code, :name, :symbol, :active)"
-            ),
-            {"code": code, "name": code, "symbol": None, "active": True},
-        )
-        try:
-            cid = res.lastrowid
-        except Exception:
-            cid = connection.execute(
-                text("SELECT id FROM currency WHERE code = :code"),
-                {"code": code},
-            ).scalar()
-    target.currency_id = cid
-
-
-event.listen(Opex, "before_insert", _resolve_currency_opex)
-event.listen(Opex, "before_update", _resolve_currency_opex)

models/opex_snapshot.py

@@ -0,0 +1,123 @@
+from __future__ import annotations
+
+from datetime import datetime
+from typing import TYPE_CHECKING
+
+from sqlalchemy import JSON, Boolean, DateTime, ForeignKey, Integer, Numeric, String
+from sqlalchemy.orm import Mapped, mapped_column, relationship
+from sqlalchemy.sql import func
+
+from config.database import Base
+
+if TYPE_CHECKING:  # pragma: no cover
+    from .project import Project
+    from .scenario import Scenario
+    from .user import User
+
+
+class ProjectOpexSnapshot(Base):
+    """Snapshot of recurring opex metrics at the project level."""
+
+    __tablename__ = "project_opex_snapshots"
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True)
+    project_id: Mapped[int] = mapped_column(
+        ForeignKey("projects.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    created_by_id: Mapped[int | None] = mapped_column(
+        ForeignKey("users.id", ondelete="SET NULL"), nullable=True, index=True
+    )
+    calculation_source: Mapped[str | None] = mapped_column(
+        String(64), nullable=True)
+    calculated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    currency_code: Mapped[str | None] = mapped_column(String(3), nullable=True)
+    overall_annual: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True)
+    escalated_total: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True)
+    annual_average: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True)
+    evaluation_horizon_years: Mapped[int | None] = mapped_column(
+        Integer, nullable=True)
+    escalation_pct: Mapped[float | None] = mapped_column(
+        Numeric(12, 6), nullable=True)
+    apply_escalation: Mapped[bool] = mapped_column(
+        Boolean, nullable=False, default=True)
+    component_count: Mapped[int | None] = mapped_column(Integer, nullable=True)
+    payload: Mapped[dict | None] = mapped_column(JSON, nullable=True)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    project: Mapped[Project] = relationship(
+        "Project", back_populates="opex_snapshots"
+    )
+    created_by: Mapped[User | None] = relationship("User")
+
+    def __repr__(self) -> str:  # pragma: no cover
+        return (
+            "ProjectOpexSnapshot(id={id!r}, project_id={project_id!r}, overall_annual={overall_annual!r})".format(
+                id=self.id,
+                project_id=self.project_id,
+                overall_annual=self.overall_annual,
+            )
+        )
+
+
+class ScenarioOpexSnapshot(Base):
+    """Snapshot of opex metrics for an individual scenario."""
+
+    __tablename__ = "scenario_opex_snapshots"
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True)
+    scenario_id: Mapped[int] = mapped_column(
+        ForeignKey("scenarios.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    created_by_id: Mapped[int | None] = mapped_column(
+        ForeignKey("users.id", ondelete="SET NULL"), nullable=True, index=True
+    )
+    calculation_source: Mapped[str | None] = mapped_column(
+        String(64), nullable=True)
+    calculated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    currency_code: Mapped[str | None] = mapped_column(String(3), nullable=True)
+    overall_annual: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True)
+    escalated_total: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True)
+    annual_average: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True)
+    evaluation_horizon_years: Mapped[int | None] = mapped_column(
+        Integer, nullable=True)
+    escalation_pct: Mapped[float | None] = mapped_column(
+        Numeric(12, 6), nullable=True)
+    apply_escalation: Mapped[bool] = mapped_column(
+        Boolean, nullable=False, default=True)
+    component_count: Mapped[int | None] = mapped_column(Integer, nullable=True)
+    payload: Mapped[dict | None] = mapped_column(JSON, nullable=True)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    scenario: Mapped[Scenario] = relationship(
+        "Scenario", back_populates="opex_snapshots"
+    )
+    created_by: Mapped[User | None] = relationship("User")
+
+    def __repr__(self) -> str:  # pragma: no cover
+        return (
+            "ScenarioOpexSnapshot(id={id!r}, scenario_id={scenario_id!r}, overall_annual={overall_annual!r})".format(
+                id=self.id,
+                scenario_id=self.scenario_id,
+                overall_annual=self.overall_annual,
+            )
+        )

models/parameters.py

@@ -1,29 +0,0 @@
-from typing import Any, Dict, Optional
-
-from sqlalchemy import ForeignKey, JSON
-from sqlalchemy.orm import Mapped, mapped_column, relationship
-from config.database import Base
-
-
-class Parameter(Base):
-    __tablename__ = "parameter"
-
-    id: Mapped[int] = mapped_column(primary_key=True, index=True)
-    scenario_id: Mapped[int] = mapped_column(
-        ForeignKey("scenario.id"), nullable=False
-    )
-    name: Mapped[str] = mapped_column(nullable=False)
-    value: Mapped[float] = mapped_column(nullable=False)
-    distribution_id: Mapped[Optional[int]] = mapped_column(
-        ForeignKey("distribution.id"), nullable=True
-    )
-    distribution_type: Mapped[Optional[str]] = mapped_column(nullable=True)
-    distribution_parameters: Mapped[Optional[Dict[str, Any]]] = mapped_column(
-        JSON, nullable=True
-    )
-
-    scenario = relationship("Scenario", back_populates="parameters")
-    distribution = relationship("Distribution")
-
-    def __repr__(self):
-        return f"<Parameter id={self.id} name={self.name} value={self.value}>"

models/performance_metric.py

@@ -0,0 +1,24 @@
+from __future__ import annotations
+
+from datetime import datetime
+
+from sqlalchemy import Column, DateTime, Float, Integer, String
+
+from config.database import Base
+
+
+class PerformanceMetric(Base):
+    __tablename__ = "performance_metrics"
+
+    id = Column(Integer, primary_key=True, index=True)
+    timestamp = Column(DateTime, default=datetime.utcnow, index=True)
+    metric_name = Column(String, index=True)
+    value = Column(Float)
+    labels = Column(String)  # JSON string of labels
+    endpoint = Column(String, index=True, nullable=True)
+    method = Column(String, nullable=True)
+    status_code = Column(Integer, nullable=True)
+    duration_seconds = Column(Float, nullable=True)
+
+    def __repr__(self) -> str:
+        return f"<PerformanceMetric(id={self.id}, name={self.metric_name}, value={self.value})>"

models/pricing_settings.py

@@ -0,0 +1,176 @@
+"""Database models for persisted pricing configuration settings."""
+
+from __future__ import annotations
+
+from datetime import datetime
+from typing import TYPE_CHECKING
+
+from sqlalchemy import (
+    JSON,
+    DateTime,
+    ForeignKey,
+    Integer,
+    Numeric,
+    String,
+    Text,
+    UniqueConstraint,
+)
+from sqlalchemy.orm import Mapped, mapped_column, relationship, validates
+from sqlalchemy.sql import func
+
+from config.database import Base
+from services.currency import normalise_currency
+
+if TYPE_CHECKING:  # pragma: no cover
+    from .project import Project
+
+
+class PricingSettings(Base):
+    """Persisted pricing defaults applied to scenario evaluations."""
+
+    __tablename__ = "pricing_settings"
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True)
+    name: Mapped[str] = mapped_column(String(128), nullable=False, unique=True)
+    slug: Mapped[str] = mapped_column(String(64), nullable=False, unique=True)
+    description: Mapped[str | None] = mapped_column(Text, nullable=True)
+    default_currency: Mapped[str | None] = mapped_column(
+        String(3), nullable=True)
+    default_payable_pct: Mapped[float] = mapped_column(
+        Numeric(5, 2), nullable=False, default=100.0
+    )
+    moisture_threshold_pct: Mapped[float] = mapped_column(
+        Numeric(5, 2), nullable=False, default=8.0
+    )
+    moisture_penalty_per_pct: Mapped[float] = mapped_column(
+        Numeric(14, 4), nullable=False, default=0.0
+    )
+    metadata_payload: Mapped[dict | None] = mapped_column(
+        "metadata", JSON, nullable=True
+    )
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    metal_overrides: Mapped[list["PricingMetalSettings"]] = relationship(
+        "PricingMetalSettings",
+        back_populates="pricing_settings",
+        cascade="all, delete-orphan",
+        passive_deletes=True,
+    )
+    impurity_overrides: Mapped[list["PricingImpuritySettings"]] = relationship(
+        "PricingImpuritySettings",
+        back_populates="pricing_settings",
+        cascade="all, delete-orphan",
+        passive_deletes=True,
+    )
+    projects: Mapped[list["Project"]] = relationship(
+        "Project",
+        back_populates="pricing_settings",
+        cascade="all",
+    )
+
+    @validates("slug")
+    def _normalise_slug(self, key: str, value: str) -> str:
+        return value.strip().lower()
+
+    @validates("default_currency")
+    def _validate_currency(self, key: str, value: str | None) -> str | None:
+        return normalise_currency(value)
+
+    def __repr__(self) -> str:  # pragma: no cover
+        return f"PricingSettings(id={self.id!r}, slug={self.slug!r})"
+
+
+class PricingMetalSettings(Base):
+    """Contract-specific overrides for a particular metal."""
+
+    __tablename__ = "pricing_metal_settings"
+    __table_args__ = (
+        UniqueConstraint(
+            "pricing_settings_id", "metal_code", name="uq_pricing_metal_settings_code"
+        ),
+    )
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True)
+    pricing_settings_id: Mapped[int] = mapped_column(
+        ForeignKey("pricing_settings.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    metal_code: Mapped[str] = mapped_column(String(32), nullable=False)
+    payable_pct: Mapped[float | None] = mapped_column(
+        Numeric(5, 2), nullable=True)
+    moisture_threshold_pct: Mapped[float | None] = mapped_column(
+        Numeric(5, 2), nullable=True)
+    moisture_penalty_per_pct: Mapped[float | None] = mapped_column(
+        Numeric(14, 4), nullable=True
+    )
+    data: Mapped[dict | None] = mapped_column(JSON, nullable=True)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    pricing_settings: Mapped["PricingSettings"] = relationship(
+        "PricingSettings", back_populates="metal_overrides"
+    )
+
+    @validates("metal_code")
+    def _normalise_metal_code(self, key: str, value: str) -> str:
+        return value.strip().lower()
+
+    def __repr__(self) -> str:  # pragma: no cover
+        return (
+            "PricingMetalSettings("  # noqa: ISC001
+            f"id={self.id!r}, pricing_settings_id={self.pricing_settings_id!r}, "
+            f"metal_code={self.metal_code!r})"
+        )
+
+
+class PricingImpuritySettings(Base):
+    """Impurity penalty thresholds associated with pricing settings."""
+
+    __tablename__ = "pricing_impurity_settings"
+    __table_args__ = (
+        UniqueConstraint(
+            "pricing_settings_id",
+            "impurity_code",
+            name="uq_pricing_impurity_settings_code",
+        ),
+    )
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True)
+    pricing_settings_id: Mapped[int] = mapped_column(
+        ForeignKey("pricing_settings.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    impurity_code: Mapped[str] = mapped_column(String(32), nullable=False)
+    threshold_ppm: Mapped[float] = mapped_column(
+        Numeric(14, 4), nullable=False, default=0.0)
+    penalty_per_ppm: Mapped[float] = mapped_column(
+        Numeric(14, 4), nullable=False, default=0.0)
+    notes: Mapped[str | None] = mapped_column(Text, nullable=True)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    pricing_settings: Mapped["PricingSettings"] = relationship(
+        "PricingSettings", back_populates="impurity_overrides"
+    )
+
+    @validates("impurity_code")
+    def _normalise_impurity_code(self, key: str, value: str) -> str:
+        return value.strip().upper()
+
+    def __repr__(self) -> str:  # pragma: no cover
+        return (
+            "PricingImpuritySettings("  # noqa: ISC001
+            f"id={self.id!r}, pricing_settings_id={self.pricing_settings_id!r}, "
+            f"impurity_code={self.impurity_code!r})"
+        )

models/production_output.py

@@ -1,24 +0,0 @@
-from sqlalchemy import Column, Integer, Float, String, ForeignKey
-from sqlalchemy.orm import relationship
-from config.database import Base
-
-
-class ProductionOutput(Base):
-    __tablename__ = "production_output"
-
-    id = Column(Integer, primary_key=True, index=True)
-    scenario_id = Column(Integer, ForeignKey("scenario.id"), nullable=False)
-    amount = Column(Float, nullable=False)
-    description = Column(String, nullable=True)
-    unit_name = Column(String(64), nullable=True)
-    unit_symbol = Column(String(16), nullable=True)
-
-    scenario = relationship(
-        "Scenario", back_populates="production_output_items"
-    )
-
-    def __repr__(self):
-        return (
-            f"<ProductionOutput id={self.id} scenario_id={self.scenario_id} "
-            f"amount={self.amount} unit={self.unit_symbol or self.unit_name}>"
-        )

models/profitability_snapshot.py

@@ -0,0 +1,133 @@
+from __future__ import annotations
+
+from datetime import datetime
+from typing import TYPE_CHECKING
+
+from sqlalchemy import JSON, DateTime, ForeignKey, Integer, Numeric, String
+from sqlalchemy.orm import Mapped, mapped_column, relationship
+from sqlalchemy.sql import func
+
+from config.database import Base
+
+if TYPE_CHECKING:  # pragma: no cover
+    from .project import Project
+    from .scenario import Scenario
+    from .user import User
+
+
+class ProjectProfitability(Base):
+    """Snapshot of aggregated profitability metrics at the project level."""
+
+    __tablename__ = "project_profitability_snapshots"
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True)
+    project_id: Mapped[int] = mapped_column(
+        ForeignKey("projects.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    created_by_id: Mapped[int | None] = mapped_column(
+        ForeignKey("users.id", ondelete="SET NULL"), nullable=True, index=True
+    )
+    calculation_source: Mapped[str | None] = mapped_column(
+        String(64), nullable=True)
+    calculated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    currency_code: Mapped[str | None] = mapped_column(String(3), nullable=True)
+    npv: Mapped[float | None] = mapped_column(Numeric(18, 2), nullable=True)
+    irr_pct: Mapped[float | None] = mapped_column(
+        Numeric(12, 6), nullable=True)
+    payback_period_years: Mapped[float | None] = mapped_column(
+        Numeric(12, 4), nullable=True
+    )
+    margin_pct: Mapped[float | None] = mapped_column(
+        Numeric(12, 6), nullable=True)
+    revenue_total: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True)
+    opex_total: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True
+    )
+    sustaining_capex_total: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True
+    )
+    capex: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True)
+    net_cash_flow_total: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True
+    )
+    payload: Mapped[dict | None] = mapped_column(JSON, nullable=True)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    project: Mapped[Project] = relationship(
+        "Project", back_populates="profitability_snapshots")
+    created_by: Mapped[User | None] = relationship("User")
+
+    def __repr__(self) -> str:  # pragma: no cover
+        return (
+            "ProjectProfitability(id={id!r}, project_id={project_id!r}, npv={npv!r})".format(
+                id=self.id, project_id=self.project_id, npv=self.npv
+            )
+        )
+
+
+class ScenarioProfitability(Base):
+    """Snapshot of profitability metrics for an individual scenario."""
+
+    __tablename__ = "scenario_profitability_snapshots"
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True)
+    scenario_id: Mapped[int] = mapped_column(
+        ForeignKey("scenarios.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    created_by_id: Mapped[int | None] = mapped_column(
+        ForeignKey("users.id", ondelete="SET NULL"), nullable=True, index=True
+    )
+    calculation_source: Mapped[str | None] = mapped_column(
+        String(64), nullable=True)
+    calculated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    currency_code: Mapped[str | None] = mapped_column(String(3), nullable=True)
+    npv: Mapped[float | None] = mapped_column(Numeric(18, 2), nullable=True)
+    irr_pct: Mapped[float | None] = mapped_column(
+        Numeric(12, 6), nullable=True)
+    payback_period_years: Mapped[float | None] = mapped_column(
+        Numeric(12, 4), nullable=True
+    )
+    margin_pct: Mapped[float | None] = mapped_column(
+        Numeric(12, 6), nullable=True)
+    revenue_total: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True)
+    opex_total: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True
+    )
+    sustaining_capex_total: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True
+    )
+    capex: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True)
+    net_cash_flow_total: Mapped[float | None] = mapped_column(
+        Numeric(18, 2), nullable=True
+    )
+    payload: Mapped[dict | None] = mapped_column(JSON, nullable=True)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    scenario: Mapped[Scenario] = relationship(
+        "Scenario", back_populates="profitability_snapshots")
+    created_by: Mapped[User | None] = relationship("User")
+
+    def __repr__(self) -> str:  # pragma: no cover
+        return (
+            "ScenarioProfitability(id={id!r}, scenario_id={scenario_id!r}, npv={npv!r})".format(
+                id=self.id, scenario_id=self.scenario_id, npv=self.npv
+            )
+        )

models/project.py

@@ -0,0 +1,104 @@
+from __future__ import annotations
+
+from datetime import datetime
+from typing import TYPE_CHECKING, List
+
+from .enums import MiningOperationType, sql_enum
+from .profitability_snapshot import ProjectProfitability
+from .capex_snapshot import ProjectCapexSnapshot
+from .opex_snapshot import ProjectOpexSnapshot
+
+from sqlalchemy import DateTime, ForeignKey, Integer, String, Text
+from sqlalchemy.orm import Mapped, mapped_column, relationship
+from sqlalchemy.sql import func
+
+from config.database import Base
+
+if TYPE_CHECKING:  # pragma: no cover
+    from .scenario import Scenario
+    from .pricing_settings import PricingSettings
+
+
+class Project(Base):
+    """Top-level mining project grouping multiple scenarios."""
+
+    __tablename__ = "projects"
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
+    name: Mapped[str] = mapped_column(String(255), nullable=False, unique=True)
+    location: Mapped[str | None] = mapped_column(String(255), nullable=True)
+    operation_type: Mapped[MiningOperationType] = mapped_column(
+        sql_enum(MiningOperationType, name="miningoperationtype"),
+        nullable=False,
+        default=MiningOperationType.OTHER,
+    )
+    description: Mapped[str | None] = mapped_column(Text, nullable=True)
+    pricing_settings_id: Mapped[int | None] = mapped_column(
+        ForeignKey("pricing_settings.id", ondelete="SET NULL"),
+        nullable=True,
+    )
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    scenarios: Mapped[List["Scenario"]] = relationship(
+        "Scenario",
+        back_populates="project",
+        cascade="all, delete-orphan",
+        passive_deletes=True,
+    )
+    pricing_settings: Mapped["PricingSettings | None"] = relationship(
+        "PricingSettings",
+        back_populates="projects",
+    )
+    profitability_snapshots: Mapped[List["ProjectProfitability"]] = relationship(
+        "ProjectProfitability",
+        back_populates="project",
+        cascade="all, delete-orphan",
+        order_by=lambda: ProjectProfitability.calculated_at.desc(),
+        passive_deletes=True,
+    )
+    capex_snapshots: Mapped[List["ProjectCapexSnapshot"]] = relationship(
+        "ProjectCapexSnapshot",
+        back_populates="project",
+        cascade="all, delete-orphan",
+        order_by=lambda: ProjectCapexSnapshot.calculated_at.desc(),
+        passive_deletes=True,
+    )
+    opex_snapshots: Mapped[List["ProjectOpexSnapshot"]] = relationship(
+        "ProjectOpexSnapshot",
+        back_populates="project",
+        cascade="all, delete-orphan",
+        order_by=lambda: ProjectOpexSnapshot.calculated_at.desc(),
+        passive_deletes=True,
+    )
+
+    @property
+    def latest_profitability(self) -> "ProjectProfitability | None":
+        """Return the most recent profitability snapshot, if any."""
+
+        if not self.profitability_snapshots:
+            return None
+        return self.profitability_snapshots[0]
+
+    @property
+    def latest_capex(self) -> "ProjectCapexSnapshot | None":
+        """Return the most recent capex snapshot, if any."""
+
+        if not self.capex_snapshots:
+            return None
+        return self.capex_snapshots[0]
+
+    @property
+    def latest_opex(self) -> "ProjectOpexSnapshot | None":
+        """Return the most recent opex snapshot, if any."""
+
+        if not self.opex_snapshots:
+            return None
+        return self.opex_snapshots[0]
+
+    def __repr__(self) -> str:  # pragma: no cover - helpful for debugging
+        return f"Project(id={self.id!r}, name={self.name!r})"

models/role.py

@@ -1,13 +0,0 @@
-from sqlalchemy import Column, Integer, String
-from sqlalchemy.orm import relationship
-
-from config.database import Base
-
-
-class Role(Base):
-    __tablename__ = "roles"
-
-    id = Column(Integer, primary_key=True, index=True)
-    name = Column(String, unique=True, index=True)
-
-    users = relationship("User", back_populates="role")

models/scenario.py

@@ -1,36 +1,133 @@
-from sqlalchemy import Column, Integer, String, DateTime, func
-from sqlalchemy.orm import relationship
-from models.simulation_result import SimulationResult
-from models.capex import Capex
-from models.opex import Opex
-from models.consumption import Consumption
-from models.production_output import ProductionOutput
-from models.equipment import Equipment
-from models.maintenance import Maintenance
+from __future__ import annotations
+
+from datetime import date, datetime
+from typing import TYPE_CHECKING, List
+
+from sqlalchemy import (
+    Date,
+    DateTime,
+    ForeignKey,
+    Integer,
+    Numeric,
+    String,
+    Text,
+    UniqueConstraint,
+)
+from sqlalchemy.orm import Mapped, mapped_column, relationship, validates
+from sqlalchemy.sql import func
+
 from config.database import Base
+from services.currency import normalise_currency
+from .enums import ResourceType, ScenarioStatus, sql_enum
+from .profitability_snapshot import ScenarioProfitability
+from .capex_snapshot import ScenarioCapexSnapshot
+from .opex_snapshot import ScenarioOpexSnapshot
+
+if TYPE_CHECKING:  # pragma: no cover
+    from .financial_input import FinancialInput
+    from .project import Project
+    from .simulation_parameter import SimulationParameter
 
 
 class Scenario(Base):
-    __tablename__ = "scenario"
+    """A specific configuration of assumptions for a project."""
 
-    id = Column(Integer, primary_key=True, index=True)
-    name = Column(String, unique=True, nullable=False)
-    description = Column(String)
-    created_at = Column(DateTime(timezone=True), server_default=func.now())
-    updated_at = Column(DateTime(timezone=True), onupdate=func.now())
-    parameters = relationship("Parameter", back_populates="scenario")
-    simulation_results = relationship(
-        SimulationResult, back_populates="scenario"
+    __tablename__ = "scenarios"
+    __table_args__ = (
+        UniqueConstraint("project_id", "name",
+                         name="uq_scenarios_project_name"),
     )
-    capex_items = relationship(Capex, back_populates="scenario")
-    opex_items = relationship(Opex, back_populates="scenario")
-    consumption_items = relationship(Consumption, back_populates="scenario")
-    production_output_items = relationship(
-        ProductionOutput, back_populates="scenario"
-    )
-    equipment_items = relationship(Equipment, back_populates="scenario")
-    maintenance_items = relationship(Maintenance, back_populates="scenario")
 
-    # relationships can be defined later
-    def __repr__(self):
-        return f"<Scenario id={self.id} name={self.name}>"
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
+    project_id: Mapped[int] = mapped_column(
+        ForeignKey("projects.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    name: Mapped[str] = mapped_column(String(255), nullable=False)
+    description: Mapped[str | None] = mapped_column(Text, nullable=True)
+    status: Mapped[ScenarioStatus] = mapped_column(
+        sql_enum(ScenarioStatus, name="scenariostatus"),
+        nullable=False,
+        default=ScenarioStatus.DRAFT,
+    )
+    start_date: Mapped[date | None] = mapped_column(Date, nullable=True)
+    end_date: Mapped[date | None] = mapped_column(Date, nullable=True)
+    discount_rate: Mapped[float | None] = mapped_column(
+        Numeric(5, 2), nullable=True)
+    currency: Mapped[str | None] = mapped_column(String(3), nullable=True)
+    primary_resource: Mapped[ResourceType | None] = mapped_column(
+        sql_enum(ResourceType, name="resourcetype"), nullable=True
+    )
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    project: Mapped["Project"] = relationship(
+        "Project", back_populates="scenarios")
+    financial_inputs: Mapped[List["FinancialInput"]] = relationship(
+        "FinancialInput",
+        back_populates="scenario",
+        cascade="all, delete-orphan",
+        passive_deletes=True,
+    )
+    simulation_parameters: Mapped[List["SimulationParameter"]] = relationship(
+        "SimulationParameter",
+        back_populates="scenario",
+        cascade="all, delete-orphan",
+        passive_deletes=True,
+    )
+    profitability_snapshots: Mapped[List["ScenarioProfitability"]] = relationship(
+        "ScenarioProfitability",
+        back_populates="scenario",
+        cascade="all, delete-orphan",
+        order_by=lambda: ScenarioProfitability.calculated_at.desc(),
+        passive_deletes=True,
+    )
+    capex_snapshots: Mapped[List["ScenarioCapexSnapshot"]] = relationship(
+        "ScenarioCapexSnapshot",
+        back_populates="scenario",
+        cascade="all, delete-orphan",
+        order_by=lambda: ScenarioCapexSnapshot.calculated_at.desc(),
+        passive_deletes=True,
+    )
+    opex_snapshots: Mapped[List["ScenarioOpexSnapshot"]] = relationship(
+        "ScenarioOpexSnapshot",
+        back_populates="scenario",
+        cascade="all, delete-orphan",
+        order_by=lambda: ScenarioOpexSnapshot.calculated_at.desc(),
+        passive_deletes=True,
+    )
+
+    @validates("currency")
+    def _normalise_currency(self, key: str, value: str | None) -> str | None:
+        # Normalise to uppercase ISO-4217; raises when the code is malformed.
+        return normalise_currency(value)
+
+    def __repr__(self) -> str:  # pragma: no cover
+        return f"Scenario(id={self.id!r}, name={self.name!r}, project_id={self.project_id!r})"
+
+    @property
+    def latest_profitability(self) -> "ScenarioProfitability | None":
+        """Return the most recent profitability snapshot for this scenario."""
+
+        if not self.profitability_snapshots:
+            return None
+        return self.profitability_snapshots[0]
+
+    @property
+    def latest_capex(self) -> "ScenarioCapexSnapshot | None":
+        """Return the most recent capex snapshot for this scenario."""
+
+        if not self.capex_snapshots:
+            return None
+        return self.capex_snapshots[0]
+
+    @property
+    def latest_opex(self) -> "ScenarioOpexSnapshot | None":
+        """Return the most recent opex snapshot for this scenario."""
+
+        if not self.opex_snapshots:
+            return None
+        return self.opex_snapshots[0]

models/simulation_parameter.py

@@ -0,0 +1,69 @@
+from __future__ import annotations
+
+from datetime import datetime
+from typing import TYPE_CHECKING
+
+from .enums import DistributionType, ResourceType, StochasticVariable, sql_enum
+
+from sqlalchemy import (
+    JSON,
+    DateTime,
+    ForeignKey,
+    Integer,
+    Numeric,
+    String,
+)
+from sqlalchemy.orm import Mapped, mapped_column, relationship
+from sqlalchemy.sql import func
+
+from config.database import Base
+
+if TYPE_CHECKING:  # pragma: no cover
+    from .scenario import Scenario
+
+
+class SimulationParameter(Base):
+    """Probability distribution settings for scenario simulations."""
+
+    __tablename__ = "simulation_parameters"
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True)
+    scenario_id: Mapped[int] = mapped_column(
+        ForeignKey("scenarios.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    name: Mapped[str] = mapped_column(String(255), nullable=False)
+    distribution: Mapped[DistributionType] = mapped_column(
+        sql_enum(DistributionType, name="distributiontype"), nullable=False
+    )
+    variable: Mapped[StochasticVariable | None] = mapped_column(
+        sql_enum(StochasticVariable, name="stochasticvariable"), nullable=True
+    )
+    resource_type: Mapped[ResourceType | None] = mapped_column(
+        sql_enum(ResourceType, name="resourcetype"), nullable=True
+    )
+    mean_value: Mapped[float | None] = mapped_column(
+        Numeric(18, 4), nullable=True)
+    standard_deviation: Mapped[float | None] = mapped_column(
+        Numeric(18, 4), nullable=True)
+    minimum_value: Mapped[float | None] = mapped_column(
+        Numeric(18, 4), nullable=True)
+    maximum_value: Mapped[float | None] = mapped_column(
+        Numeric(18, 4), nullable=True)
+    unit: Mapped[str | None] = mapped_column(String(32), nullable=True)
+    configuration: Mapped[dict | None] = mapped_column(JSON, nullable=True)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    scenario: Mapped["Scenario"] = relationship(
+        "Scenario", back_populates="simulation_parameters"
+    )
+
+    def __repr__(self) -> str:  # pragma: no cover
+        return (
+            f"SimulationParameter(id={self.id!r}, scenario_id={self.scenario_id!r}, "
+            f"name={self.name!r})"
+        )

models/simulation_result.py

@@ -1,14 +0,0 @@
-from sqlalchemy import Column, Integer, Float, ForeignKey
-from sqlalchemy.orm import relationship
-from config.database import Base
-
-
-class SimulationResult(Base):
-    __tablename__ = "simulation_result"
-
-    id = Column(Integer, primary_key=True, index=True)
-    scenario_id = Column(Integer, ForeignKey("scenario.id"), nullable=False)
-    iteration = Column(Integer, nullable=False)
-    result = Column(Float, nullable=False)
-
-    scenario = relationship("Scenario", back_populates="simulation_results")

models/theme_setting.py

@@ -1,15 +0,0 @@
-from sqlalchemy import Column, Integer, String
-
-from config.database import Base
-
-
-class ThemeSetting(Base):
-    __tablename__ = "theme_settings"
-
-    id = Column(Integer, primary_key=True, index=True)
-    theme_name = Column(String, unique=True, index=True)
-    primary_color = Column(String)
-    secondary_color = Column(String)
-    accent_color = Column(String)
-    background_color = Column(String)
-    text_color = Column(String)

models/user.py

@@ -1,23 +1,176 @@
-from sqlalchemy import Column, Integer, String, ForeignKey
-from sqlalchemy.orm import relationship
+from __future__ import annotations
+
+from datetime import datetime
+from typing import List, Optional
+
+from passlib.context import CryptContext
+
+try:  # pragma: no cover - defensive compatibility shim
+    import importlib.metadata as importlib_metadata
+    import argon2  # type: ignore
+
+    setattr(argon2, "__version__", importlib_metadata.version("argon2-cffi"))
+except Exception:
+    pass
+from sqlalchemy import (
+    Boolean,
+    DateTime,
+    ForeignKey,
+    Integer,
+    String,
+    Text,
+    UniqueConstraint,
+)
+from sqlalchemy.orm import Mapped, mapped_column, relationship
+from sqlalchemy.sql import func
 
 from config.database import Base
-from services.security import get_password_hash, verify_password
+
+# Configure password hashing strategy. Argon2 provides strong resistance against
+# GPU-based cracking attempts, aligning with the security plan.
+password_context = CryptContext(schemes=["argon2"], deprecated="auto")
 
 
 class User(Base):
+    """Authenticated platform user with optional elevated privileges."""
+
     __tablename__ = "users"
+    __table_args__ = (
+        UniqueConstraint("email", name="uq_users_email"),
+        UniqueConstraint("username", name="uq_users_username"),
+    )
 
-    id = Column(Integer, primary_key=True, index=True)
-    username = Column(String, unique=True, index=True)
-    email = Column(String, unique=True, index=True)
-    hashed_password = Column(String)
-    role_id = Column(Integer, ForeignKey("roles.id"))
+    id: Mapped[int] = mapped_column(Integer, primary_key=True)
+    email: Mapped[str] = mapped_column(String(255), nullable=False)
+    username: Mapped[str] = mapped_column(String(128), nullable=False)
+    password_hash: Mapped[str] = mapped_column(String(255), nullable=False)
+    is_active: Mapped[bool] = mapped_column(
+        Boolean, nullable=False, default=True)
+    is_superuser: Mapped[bool] = mapped_column(
+        Boolean, nullable=False, default=False)
+    last_login_at: Mapped[datetime | None] = mapped_column(
+        DateTime(timezone=True), nullable=True
+    )
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
 
-    role = relationship("Role", back_populates="users")
+    role_assignments: Mapped[List["UserRole"]] = relationship(
+        "UserRole",
+        back_populates="user",
+        cascade="all, delete-orphan",
+        foreign_keys="UserRole.user_id",
+    )
+    roles: Mapped[List["Role"]] = relationship(
+        "Role",
+        secondary="user_roles",
+        primaryjoin="User.id == UserRole.user_id",
+        secondaryjoin="Role.id == UserRole.role_id",
+        viewonly=True,
+        back_populates="users",
+    )
 
-    def set_password(self, password: str):
-        self.hashed_password = get_password_hash(password)
+    def set_password(self, raw_password: str) -> None:
+        """Hash and store a password for the user."""
 
-    def check_password(self, password: str) -> bool:
-        return verify_password(password, str(self.hashed_password))
+        self.password_hash = self.hash_password(raw_password)
+
+    @staticmethod
+    def hash_password(raw_password: str) -> str:
+        """Return the Argon2 hash for a clear-text password."""
+
+        return password_context.hash(raw_password)
+
+    def verify_password(self, candidate_password: str) -> bool:
+        """Validate a password against the stored hash."""
+
+        if not self.password_hash:
+            return False
+        return password_context.verify(candidate_password, self.password_hash)
+
+    def __repr__(self) -> str:  # pragma: no cover - helpful for debugging
+        return f"User(id={self.id!r}, email={self.email!r})"
+
+
+class Role(Base):
+    """Role encapsulating a set of permissions."""
+
+    __tablename__ = "roles"
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True)
+    name: Mapped[str] = mapped_column(String(64), nullable=False, unique=True)
+    display_name: Mapped[str] = mapped_column(String(128), nullable=False)
+    description: Mapped[str | None] = mapped_column(Text, nullable=True)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    assignments: Mapped[List["UserRole"]] = relationship(
+        "UserRole",
+        back_populates="role",
+        cascade="all, delete-orphan",
+        foreign_keys="UserRole.role_id",
+    )
+    users: Mapped[List["User"]] = relationship(
+        "User",
+        secondary="user_roles",
+        primaryjoin="Role.id == UserRole.role_id",
+        secondaryjoin="User.id == UserRole.user_id",
+        viewonly=True,
+        back_populates="roles",
+    )
+
+    def __repr__(self) -> str:  # pragma: no cover - helpful for debugging
+        return f"Role(id={self.id!r}, name={self.name!r})"
+
+
+class UserRole(Base):
+    """Association between users and roles with assignment metadata."""
+
+    __tablename__ = "user_roles"
+    __table_args__ = (
+        UniqueConstraint("user_id", "role_id", name="uq_user_roles_user_role"),
+    )
+
+    user_id: Mapped[int] = mapped_column(
+        Integer,
+        ForeignKey("users.id", ondelete="CASCADE"),
+        primary_key=True,
+    )
+    role_id: Mapped[int] = mapped_column(
+        Integer,
+        ForeignKey("roles.id", ondelete="CASCADE"),
+        primary_key=True,
+    )
+    granted_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    granted_by: Mapped[Optional[int]] = mapped_column(
+        Integer,
+        ForeignKey("users.id", ondelete="SET NULL"),
+        nullable=True,
+    )
+
+    user: Mapped["User"] = relationship(
+        "User",
+        foreign_keys=[user_id],
+        back_populates="role_assignments",
+    )
+    role: Mapped["Role"] = relationship(
+        "Role",
+        foreign_keys=[role_id],
+        back_populates="assignments",
+    )
+    granted_by_user: Mapped[Optional["User"]] = relationship(
+        "User",
+        foreign_keys=[granted_by],
+    )
+
+    def __repr__(self) -> str:  # pragma: no cover - debugging helper
+        return f"UserRole(user_id={self.user_id!r}, role_id={self.role_id!r})"

monitoring/__init__.py

@@ -0,0 +1,117 @@
+from __future__ import annotations
+
+from datetime import datetime, timedelta
+from typing import Optional
+
+from fastapi import APIRouter, Depends, Query, Response
+from prometheus_client import CONTENT_TYPE_LATEST, generate_latest
+from sqlalchemy.orm import Session
+
+from config.database import get_db
+from services.metrics import MetricsService
+
+
+router = APIRouter(prefix="/metrics", tags=["monitoring"])
+
+
+@router.get("", summary="Prometheus metrics endpoint", include_in_schema=False)
+async def metrics_endpoint() -> Response:
+    payload = generate_latest()
+    return Response(content=payload, media_type=CONTENT_TYPE_LATEST)
+
+
+@router.get("/performance", summary="Get performance metrics")
+async def get_performance_metrics(
+    metric_name: Optional[str] = Query(
+        None, description="Filter by metric name"),
+    hours: int = Query(24, description="Hours back to look"),
+    db: Session = Depends(get_db),
+) -> dict:
+    """Get aggregated performance metrics."""
+    service = MetricsService(db)
+    start_time = datetime.utcnow() - timedelta(hours=hours)
+
+    if metric_name:
+        metrics = service.get_metrics(
+            metric_name=metric_name, start_time=start_time)
+        aggregated = service.get_aggregated_metrics(
+            metric_name, start_time=start_time)
+        return {
+            "metric_name": metric_name,
+            "period_hours": hours,
+            "aggregated": aggregated,
+            "recent_samples": [
+                {
+                    "timestamp": m.timestamp.isoformat(),
+                    "value": m.value,
+                    "labels": m.labels,
+                    "endpoint": m.endpoint,
+                    "method": m.method,
+                    "status_code": m.status_code,
+                    "duration_seconds": m.duration_seconds,
+                }
+                for m in metrics[:50]  # Last 50 samples
+            ],
+        }
+
+    # Return summary for all metrics
+    all_metrics = service.get_metrics(start_time=start_time, limit=1000)
+    metric_types = {}
+    for m in all_metrics:
+        if m.metric_name not in metric_types:
+            metric_types[m.metric_name] = []
+        metric_types[m.metric_name].append(m.value)
+
+    summary = {}
+    for name, values in metric_types.items():
+        summary[name] = {
+            "count": len(values),
+            "avg": sum(values) / len(values) if values else 0,
+            "min": min(values) if values else 0,
+            "max": max(values) if values else 0,
+        }
+
+    return {
+        "period_hours": hours,
+        "summary": summary,
+    }
+
+
+@router.get("/health", summary="Detailed health check with metrics")
+async def detailed_health(db: Session = Depends(get_db)) -> dict:
+    """Get detailed health status with recent metrics."""
+    service = MetricsService(db)
+    last_hour = datetime.utcnow() - timedelta(hours=1)
+
+    # Get request metrics from last hour
+    request_metrics = service.get_metrics(
+        metric_name="http_request", start_time=last_hour
+    )
+
+    if request_metrics:
+        durations = []
+        error_count = 0
+        for m in request_metrics:
+            if m.duration_seconds is not None:
+                durations.append(m.duration_seconds)
+            if m.status_code is not None:
+                if m.status_code >= 400:
+                    error_count += 1
+        total_requests = len(request_metrics)
+
+        avg_duration = sum(durations) / len(durations) if durations else 0
+        error_rate = error_count / total_requests if total_requests > 0 else 0
+    else:
+        avg_duration = 0
+        error_rate = 0
+        total_requests = 0
+
+    return {
+        "status": "ok",
+        "timestamp": datetime.utcnow().isoformat(),
+        "metrics": {
+            "requests_last_hour": total_requests,
+            "avg_response_time_seconds": avg_duration,
+            "error_rate": error_rate,
+        },
+    }

monitoring/metrics.py

@@ -0,0 +1,108 @@
+from __future__ import annotations
+
+
+from prometheus_client import Counter, Histogram, Gauge
+
+IMPORT_DURATION = Histogram(
+    "calminer_import_duration_seconds",
+    "Duration of import preview and commit operations",
+    labelnames=("dataset", "action", "status"),
+)
+
+IMPORT_TOTAL = Counter(
+    "calminer_import_total",
+    "Count of import operations",
+    labelnames=("dataset", "action", "status"),
+)
+
+EXPORT_DURATION = Histogram(
+    "calminer_export_duration_seconds",
+    "Duration of export operations",
+    labelnames=("dataset", "status", "format"),
+)
+
+EXPORT_TOTAL = Counter(
+    "calminer_export_total",
+    "Count of export operations",
+    labelnames=("dataset", "status", "format"),
+)
+
+# General performance metrics
+REQUEST_DURATION = Histogram(
+    "calminer_request_duration_seconds",
+    "Duration of HTTP requests",
+    labelnames=("method", "endpoint", "status"),
+)
+
+REQUEST_TOTAL = Counter(
+    "calminer_request_total",
+    "Count of HTTP requests",
+    labelnames=("method", "endpoint", "status"),
+)
+
+ACTIVE_CONNECTIONS = Gauge(
+    "calminer_active_connections",
+    "Number of active connections",
+)
+
+DB_CONNECTIONS = Gauge(
+    "calminer_db_connections",
+    "Number of database connections",
+)
+
+# Business metrics
+PROJECT_OPERATIONS = Counter(
+    "calminer_project_operations_total",
+    "Count of project operations",
+    labelnames=("operation", "status"),
+)
+
+SCENARIO_OPERATIONS = Counter(
+    "calminer_scenario_operations_total",
+    "Count of scenario operations",
+    labelnames=("operation", "status"),
+)
+
+SIMULATION_RUNS = Counter(
+    "calminer_simulation_runs_total",
+    "Count of Monte Carlo simulation runs",
+    labelnames=("status",),
+)
+
+SIMULATION_DURATION = Histogram(
+    "calminer_simulation_duration_seconds",
+    "Duration of Monte Carlo simulations",
+    labelnames=("status",),
+)
+
+
+def observe_import(action: str, dataset: str, status: str, seconds: float) -> None:
+    IMPORT_TOTAL.labels(dataset=dataset, action=action, status=status).inc()
+    IMPORT_DURATION.labels(dataset=dataset, action=action,
+                           status=status).observe(seconds)
+
+
+def observe_export(dataset: str, status: str, export_format: str, seconds: float) -> None:
+    EXPORT_TOTAL.labels(dataset=dataset, status=status,
+                        format=export_format).inc()
+    EXPORT_DURATION.labels(dataset=dataset, status=status,
+                           format=export_format).observe(seconds)
+
+
+def observe_request(method: str, endpoint: str, status: int, seconds: float) -> None:
+    REQUEST_TOTAL.labels(method=method, endpoint=endpoint, status=status).inc()
+    REQUEST_DURATION.labels(method=method, endpoint=endpoint,
+                            status=status).observe(seconds)
+
+
+def observe_project_operation(operation: str, status: str = "success") -> None:
+    PROJECT_OPERATIONS.labels(operation=operation, status=status).inc()
+
+
+def observe_scenario_operation(operation: str, status: str = "success") -> None:
+    SCENARIO_OPERATIONS.labels(operation=operation, status=status).inc()
+
+
+def observe_simulation(status: str, duration_seconds: float) -> None:
+    SIMULATION_RUNS.labels(status=status).inc()
+    SIMULATION_DURATION.labels(status=status).observe(duration_seconds)

pyproject.toml

@@ -14,3 +14,33 @@ exclude = '''
 )/
 '''
 
+[tool.pytest.ini_options]
+pythonpath = ["."]
+testpaths = ["tests"]
+addopts = "-ra --strict-config --strict-markers --cov=. --cov-report=term-missing --cov-report=xml --cov-fail-under=80"
+markers = [
+    "asyncio: marks tests as async (using pytest-asyncio)",
+]
+
+[tool.coverage.run]
+branch = true
+source = ["."]
+omit = [
+  "tests/*",
+  "scripts/*",
+  "main.py",
+  "routes/reports.py",
+  "routes/calculations.py",
+  "services/calculations.py",
+  "services/importers.py",
+  "services/reporting.py",
+]
+
+[tool.coverage.report]
+skip_empty = true
+show_missing = true
+
+[tool.bandit]
+exclude_dirs = ["scripts"]
+skips = ["B101", "B601"]  # B101: assert_used, B601: shell_injection (may be false positives)
+

requirements-dev.txt

@@ -0,0 +1 @@
+-r requirements.txt

requirements-test.txt

@@ -1,7 +1,9 @@
-playwright
 pytest
+pytest-asyncio
 pytest-cov
 pytest-httpx
-pytest-playwright
 python-jose
 ruff
+black
+mypy
+bandit

requirements.txt

@@ -1,5 +1,5 @@
 fastapi
-pydantic>=2.0,<3.0
+pydantic
 uvicorn
 sqlalchemy
 psycopg2-binary
@@ -9,4 +9,9 @@ jinja2
 pandas
 numpy
 passlib
+argon2-cffi
 python-jose
+python-multipart
+openpyxl
+prometheus-client
+plotly

routes/__init__.py

@@ -0,0 +1 @@
+"""API route registrations."""

routes/auth.py

@@ -0,0 +1,484 @@
+from __future__ import annotations
+
+from datetime import datetime, timedelta, timezone
+from typing import Any, Iterable
+
+from fastapi import APIRouter, Depends, HTTPException, Request, UploadFile, status
+from fastapi.responses import HTMLResponse, RedirectResponse
+from pydantic import ValidationError
+from starlette.datastructures import FormData
+
+from dependencies import (
+    get_auth_session,
+    get_jwt_settings,
+    get_session_strategy,
+    get_unit_of_work,
+    require_current_user,
+)
+from models import Role, User
+from schemas.auth import (
+    LoginForm,
+    PasswordResetForm,
+    PasswordResetRequestForm,
+    RegistrationForm,
+)
+from services.exceptions import EntityConflictError
+from services.security import (
+    JWTSettings,
+    TokenDecodeError,
+    TokenExpiredError,
+    TokenTypeMismatchError,
+    create_access_token,
+    create_refresh_token,
+    decode_access_token,
+    hash_password,
+    verify_password,
+)
+from services.session import (
+    AuthSession,
+    SessionStrategy,
+    clear_session_cookies,
+    set_session_cookies,
+)
+from services.repositories import RoleRepository, UserRepository
+from services.unit_of_work import UnitOfWork
+from routes.template_filters import create_templates
+
+router = APIRouter(tags=["Authentication"])
+templates = create_templates()
+
+_PASSWORD_RESET_SCOPE = "password-reset"
+_AUTH_SCOPE = "auth"
+
+
+def _template(
+    request: Request,
+    template_name: str,
+    context: dict[str, Any],
+    *,
+    status_code: int = status.HTTP_200_OK,
+) -> HTMLResponse:
+    return templates.TemplateResponse(
+        request,
+        template_name,
+        context,
+        status_code=status_code,
+    )
+
+
+def _validation_errors(exc: ValidationError) -> list[str]:
+    return [error.get("msg", "Invalid input.") for error in exc.errors()]
+
+
+def _scopes(include: Iterable[str]) -> list[str]:
+    return list(include)
+
+
+def _normalise_form_data(form_data: FormData) -> dict[str, str]:
+    normalised: dict[str, str] = {}
+    for key, value in form_data.multi_items():
+        if isinstance(value, UploadFile):
+            str_value = value.filename or ""
+        else:
+            str_value = str(value)
+        normalised[key] = str_value
+    return normalised
+
+
+def _require_users_repo(uow: UnitOfWork) -> UserRepository:
+    if not uow.users:
+        raise RuntimeError("User repository is not initialised")
+    return uow.users
+
+
+def _require_roles_repo(uow: UnitOfWork) -> RoleRepository:
+    if not uow.roles:
+        raise RuntimeError("Role repository is not initialised")
+    return uow.roles
+
+
+@router.get("/login", response_class=HTMLResponse, include_in_schema=False, name="auth.login_form")
+def login_form(request: Request) -> HTMLResponse:
+    return _template(
+        request,
+        "login.html",
+        {
+            "form_action": request.url_for("auth.login_submit"),
+            "errors": [],
+            "username": "",
+        },
+    )
+
+
+@router.post("/login", include_in_schema=False, name="auth.login_submit")
+async def login_submit(
+    request: Request,
+    uow: UnitOfWork = Depends(get_unit_of_work),
+    jwt_settings: JWTSettings = Depends(get_jwt_settings),
+    session_strategy: SessionStrategy = Depends(get_session_strategy),
+):
+    form_data = _normalise_form_data(await request.form())
+    try:
+        form = LoginForm(**form_data)
+    except ValidationError as exc:
+        return _template(
+            request,
+            "login.html",
+            {
+                "form_action": request.url_for("auth.login_submit"),
+                "errors": _validation_errors(exc),
+            },
+            status_code=status.HTTP_400_BAD_REQUEST,
+        )
+
+    identifier = form.username
+    users_repo = _require_users_repo(uow)
+    user = _lookup_user(users_repo, identifier)
+    errors: list[str] = []
+
+    if not user or not verify_password(form.password, user.password_hash):
+        errors.append("Invalid username or password.")
+    elif not user.is_active:
+        errors.append("Account is inactive. Contact an administrator.")
+
+    if errors:
+        return _template(
+            request,
+            "login.html",
+            {
+                "form_action": request.url_for("auth.login_submit"),
+                "errors": errors,
+                "username": identifier,
+            },
+            status_code=status.HTTP_400_BAD_REQUEST,
+        )
+
+    assert user is not None  # mypy hint - guarded above
+    user.last_login_at = datetime.now(timezone.utc)
+
+    access_token = create_access_token(
+        str(user.id),
+        jwt_settings,
+        scopes=_scopes((_AUTH_SCOPE,)),
+    )
+    refresh_token = create_refresh_token(
+        str(user.id),
+        jwt_settings,
+        scopes=_scopes((_AUTH_SCOPE,)),
+    )
+
+    response = RedirectResponse(
+        request.url_for("dashboard.home"),
+        status_code=status.HTTP_303_SEE_OTHER,
+    )
+    set_session_cookies(
+        response,
+        access_token=access_token,
+        refresh_token=refresh_token,
+        strategy=session_strategy,
+        jwt_settings=jwt_settings,
+    )
+    return response
+
+
+@router.get("/logout", include_in_schema=False, name="auth.logout")
+async def logout(
+    request: Request,
+    _: User = Depends(require_current_user),
+    session: AuthSession = Depends(get_auth_session),
+    session_strategy: SessionStrategy = Depends(get_session_strategy),
+) -> RedirectResponse:
+    session.mark_cleared()
+    redirect_url = request.url_for(
+        "auth.login_form").include_query_params(logout="1")
+    response = RedirectResponse(
+        redirect_url,
+        status_code=status.HTTP_303_SEE_OTHER,
+    )
+    clear_session_cookies(response, session_strategy)
+    return response
+
+
+def _lookup_user(users_repo: UserRepository, identifier: str) -> User | None:
+    if "@" in identifier:
+        return users_repo.get_by_email(identifier.lower(), with_roles=True)
+    return users_repo.get_by_username(identifier, with_roles=True)
+
+
+@router.get("/register", response_class=HTMLResponse, include_in_schema=False, name="auth.register_form")
+def register_form(request: Request) -> HTMLResponse:
+    return _template(
+        request,
+        "register.html",
+        {
+            "form_action": request.url_for("auth.register_submit"),
+            "errors": [],
+            "form_data": None,
+        },
+    )
+
+
+@router.post("/register", include_in_schema=False, name="auth.register_submit")
+async def register_submit(
+    request: Request,
+    uow: UnitOfWork = Depends(get_unit_of_work),
+):
+    form_data = _normalise_form_data(await request.form())
+    try:
+        form = RegistrationForm(**form_data)
+    except ValidationError as exc:
+        return _registration_error_response(request, _validation_errors(exc))
+
+    errors: list[str] = []
+    users_repo = _require_users_repo(uow)
+    roles_repo = _require_roles_repo(uow)
+    uow.ensure_default_roles()
+
+    if users_repo.get_by_email(form.email):
+        errors.append("Email is already registered.")
+    if users_repo.get_by_username(form.username):
+        errors.append("Username is already taken.")
+
+    if errors:
+        return _registration_error_response(request, errors, form)
+
+    user = User(
+        email=form.email,
+        username=form.username,
+        password_hash=hash_password(form.password),
+        is_active=True,
+        is_superuser=False,
+    )
+
+    try:
+        created = users_repo.create(user)
+    except EntityConflictError:
+        return _registration_error_response(
+            request,
+            ["An account with this username or email already exists."],
+            form,
+        )
+
+    viewer_role = _ensure_viewer_role(roles_repo)
+    if viewer_role is not None:
+        users_repo.assign_role(
+            user_id=created.id,
+            role_id=viewer_role.id,
+            granted_by=created.id,
+        )
+
+    redirect_url = request.url_for(
+        "auth.login_form").include_query_params(registered="1")
+    return RedirectResponse(
+        redirect_url,
+        status_code=status.HTTP_303_SEE_OTHER,
+    )
+
+
+def _registration_error_response(
+    request: Request,
+    errors: list[str],
+    form: RegistrationForm | None = None,
+) -> HTMLResponse:
+    context = {
+        "form_action": request.url_for("auth.register_submit"),
+        "errors": errors,
+        "form_data": form.model_dump(exclude={"password", "confirm_password"}) if form else None,
+    }
+    return _template(
+        request,
+        "register.html",
+        context,
+        status_code=status.HTTP_400_BAD_REQUEST,
+    )
+
+
+def _ensure_viewer_role(roles_repo: RoleRepository) -> Role | None:
+    viewer = roles_repo.get_by_name("viewer")
+    if viewer:
+        return viewer
+    return roles_repo.get_by_name("viewer")
+
+
+@router.get(
+    "/forgot-password",
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="auth.password_reset_request_form",
+)
+def password_reset_request_form(request: Request) -> HTMLResponse:
+    return _template(
+        request,
+        "forgot_password.html",
+        {
+            "form_action": request.url_for("auth.password_reset_request_submit"),
+            "errors": [],
+            "message": None,
+        },
+    )
+
+
+@router.post(
+    "/forgot-password",
+    include_in_schema=False,
+    name="auth.password_reset_request_submit",
+)
+async def password_reset_request_submit(
+    request: Request,
+    uow: UnitOfWork = Depends(get_unit_of_work),
+    jwt_settings: JWTSettings = Depends(get_jwt_settings),
+):
+    form_data = _normalise_form_data(await request.form())
+    try:
+        form = PasswordResetRequestForm(**form_data)
+    except ValidationError as exc:
+        return _template(
+            request,
+            "forgot_password.html",
+            {
+                "form_action": request.url_for("auth.password_reset_request_submit"),
+                "errors": _validation_errors(exc),
+                "message": None,
+            },
+            status_code=status.HTTP_400_BAD_REQUEST,
+        )
+
+    users_repo = _require_users_repo(uow)
+    user = users_repo.get_by_email(form.email)
+    if not user:
+        return _template(
+            request,
+            "forgot_password.html",
+            {
+                "form_action": request.url_for("auth.password_reset_request_submit"),
+                "errors": [],
+                "message": "If an account exists, a reset link has been sent.",
+            },
+        )
+
+    token = create_access_token(
+        str(user.id),
+        jwt_settings,
+        scopes=_scopes((_PASSWORD_RESET_SCOPE,)),
+        expires_delta=timedelta(hours=1),
+    )
+
+    reset_url = request.url_for(
+        "auth.password_reset_form").include_query_params(token=token)
+    return RedirectResponse(reset_url, status_code=status.HTTP_303_SEE_OTHER)
+
+
+@router.get(
+    "/reset-password",
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="auth.password_reset_form",
+)
+def password_reset_form(
+    request: Request,
+    token: str | None = None,
+    jwt_settings: JWTSettings = Depends(get_jwt_settings),
+) -> HTMLResponse:
+    errors: list[str] = []
+    if not token:
+        errors.append("Missing password reset token.")
+    else:
+        try:
+            payload = decode_access_token(token, jwt_settings)
+            if _PASSWORD_RESET_SCOPE not in payload.scopes:
+                errors.append("Invalid token scope.")
+        except TokenExpiredError:
+            errors.append(
+                "Token has expired. Please request a new password reset.")
+        except (TokenDecodeError, TokenTypeMismatchError):
+            errors.append("Invalid password reset token.")
+
+    return _template(
+        request,
+        "reset_password.html",
+        {
+            "form_action": request.url_for("auth.password_reset_submit"),
+            "token": token,
+            "errors": errors,
+        },
+        status_code=status.HTTP_400_BAD_REQUEST if errors else status.HTTP_200_OK,
+    )
+
+
+@router.post(
+    "/reset-password",
+    include_in_schema=False,
+    name="auth.password_reset_submit",
+)
+async def password_reset_submit(
+    request: Request,
+    uow: UnitOfWork = Depends(get_unit_of_work),
+    jwt_settings: JWTSettings = Depends(get_jwt_settings),
+):
+    form_data = _normalise_form_data(await request.form())
+    try:
+        form = PasswordResetForm(**form_data)
+    except ValidationError as exc:
+        return _template(
+            request,
+            "reset_password.html",
+            {
+                "form_action": request.url_for("auth.password_reset_submit"),
+                "token": form_data.get("token"),
+                "errors": _validation_errors(exc),
+            },
+            status_code=status.HTTP_400_BAD_REQUEST,
+        )
+
+    try:
+        payload = decode_access_token(form.token, jwt_settings)
+    except TokenExpiredError:
+        return _reset_error_response(
+            request,
+            form.token,
+            "Token has expired. Please request a new password reset.",
+        )
+    except (TokenDecodeError, TokenTypeMismatchError):
+        return _reset_error_response(
+            request,
+            form.token,
+            "Invalid password reset token.",
+        )
+
+    if _PASSWORD_RESET_SCOPE not in payload.scopes:
+        return _reset_error_response(
+            request,
+            form.token,
+            "Invalid password reset token scope.",
+        )
+
+    users_repo = _require_users_repo(uow)
+    user_id = int(payload.sub)
+    user = users_repo.get(user_id)
+    if not user:
+        raise HTTPException(
+            status_code=status.HTTP_404_NOT_FOUND, detail="User not found")
+
+    user.set_password(form.password)
+    if not user.is_active:
+        user.is_active = True
+
+    redirect_url = request.url_for(
+        "auth.login_form").include_query_params(reset="1")
+    return RedirectResponse(
+        redirect_url,
+        status_code=status.HTTP_303_SEE_OTHER,
+    )
+
+
+def _reset_error_response(request: Request, token: str, message: str) -> HTMLResponse:
+    return _template(
+        request,
+        "reset_password.html",
+        {
+            "form_action": request.url_for("auth.password_reset_submit"),
+            "token": token,
+            "errors": [message],
+        },
+        status_code=status.HTTP_400_BAD_REQUEST,
+    )

routes/consumption.py

@@ -1,52 +0,0 @@
-from typing import List, Optional
-
-from fastapi import APIRouter, Depends, status
-from pydantic import BaseModel, ConfigDict, PositiveFloat, field_validator
-from sqlalchemy.orm import Session
-
-from models.consumption import Consumption
-from routes.dependencies import get_db
-
-
-router = APIRouter(prefix="/api/consumption", tags=["Consumption"])
-
-
-class ConsumptionBase(BaseModel):
-    scenario_id: int
-    amount: PositiveFloat
-    description: Optional[str] = None
-    unit_name: Optional[str] = None
-    unit_symbol: Optional[str] = None
-
-    @field_validator("unit_name", "unit_symbol")
-    @classmethod
-    def _normalize_text(cls, value: Optional[str]) -> Optional[str]:
-        if value is None:
-            return None
-        stripped = value.strip()
-        return stripped or None
-
-
-class ConsumptionCreate(ConsumptionBase):
-    pass
-
-
-class ConsumptionRead(ConsumptionBase):
-    id: int
-    model_config = ConfigDict(from_attributes=True)
-
-
-@router.post(
-    "/", response_model=ConsumptionRead, status_code=status.HTTP_201_CREATED
-)
-def create_consumption(item: ConsumptionCreate, db: Session = Depends(get_db)):
-    db_item = Consumption(**item.model_dump())
-    db.add(db_item)
-    db.commit()
-    db.refresh(db_item)
-    return db_item
-
-
-@router.get("/", response_model=List[ConsumptionRead])
-def list_consumption(db: Session = Depends(get_db)):
-    return db.query(Consumption).all()

routes/costs.py

@@ -1,121 +0,0 @@
-from typing import List, Optional
-
-from fastapi import APIRouter, Depends
-from pydantic import BaseModel, ConfigDict, field_validator
-from sqlalchemy.orm import Session
-
-from models.capex import Capex
-from models.opex import Opex
-from routes.dependencies import get_db
-
-router = APIRouter(prefix="/api/costs", tags=["Costs"])
-# Pydantic schemas for CAPEX and OPEX
-
-
-class _CostBase(BaseModel):
-    scenario_id: int
-    amount: float
-    description: Optional[str] = None
-    currency_code: Optional[str] = "USD"
-    currency_id: Optional[int] = None
-
-    @field_validator("currency_code")
-    @classmethod
-    def _normalize_currency(cls, value: Optional[str]) -> str:
-        code = (value or "USD").strip().upper()
-        return code[:3] if len(code) > 3 else code
-
-
-class CapexCreate(_CostBase):
-    pass
-
-
-class CapexRead(_CostBase):
-    id: int
-    # use from_attributes so Pydantic reads attributes off SQLAlchemy model
-    model_config = ConfigDict(from_attributes=True)
-
-    # optionally include nested currency info
-    currency: Optional["CurrencyRead"] = None
-
-
-class OpexCreate(_CostBase):
-    pass
-
-
-class OpexRead(_CostBase):
-    id: int
-    model_config = ConfigDict(from_attributes=True)
-    currency: Optional["CurrencyRead"] = None
-
-
-class CurrencyRead(BaseModel):
-    id: int
-    code: str
-    name: Optional[str] = None
-    symbol: Optional[str] = None
-    is_active: Optional[bool] = True
-
-    model_config = ConfigDict(from_attributes=True)
-
-
-# forward refs
-CapexRead.model_rebuild()
-OpexRead.model_rebuild()
-
-
-# Capex endpoints
-@router.post("/capex", response_model=CapexRead)
-def create_capex(item: CapexCreate, db: Session = Depends(get_db)):
-    payload = item.model_dump()
-    # Prefer explicit currency_id if supplied
-    cid = payload.get("currency_id")
-    if not cid:
-        code = (payload.pop("currency_code", "USD") or "USD").strip().upper()
-        currency_cls = __import__(
-            "models.currency", fromlist=["Currency"]
-        ).Currency
-        currency = db.query(currency_cls).filter_by(code=code).one_or_none()
-        if currency is None:
-            currency = currency_cls(code=code, name=code, symbol=None)
-            db.add(currency)
-            db.flush()
-        payload["currency_id"] = currency.id
-    db_item = Capex(**payload)
-    db.add(db_item)
-    db.commit()
-    db.refresh(db_item)
-    return db_item
-
-
-@router.get("/capex", response_model=List[CapexRead])
-def list_capex(db: Session = Depends(get_db)):
-    return db.query(Capex).all()
-
-
-# Opex endpoints
-@router.post("/opex", response_model=OpexRead)
-def create_opex(item: OpexCreate, db: Session = Depends(get_db)):
-    payload = item.model_dump()
-    cid = payload.get("currency_id")
-    if not cid:
-        code = (payload.pop("currency_code", "USD") or "USD").strip().upper()
-        currency_cls = __import__(
-            "models.currency", fromlist=["Currency"]
-        ).Currency
-        currency = db.query(currency_cls).filter_by(code=code).one_or_none()
-        if currency is None:
-            currency = currency_cls(code=code, name=code, symbol=None)
-            db.add(currency)
-            db.flush()
-        payload["currency_id"] = currency.id
-    db_item = Opex(**payload)
-    db.add(db_item)
-    db.commit()
-    db.refresh(db_item)
-    return db_item
-
-
-@router.get("/opex", response_model=List[OpexRead])
-def list_opex(db: Session = Depends(get_db)):
-    return db.query(Opex).all()

routes/currencies.py

@@ -1,193 +0,0 @@
-from typing import List, Optional
-
-from fastapi import APIRouter, Depends, HTTPException, Query, status
-from pydantic import BaseModel, ConfigDict, Field, field_validator
-from sqlalchemy.orm import Session
-from sqlalchemy.exc import IntegrityError
-
-from models.currency import Currency
-from routes.dependencies import get_db
-
-router = APIRouter(prefix="/api/currencies", tags=["Currencies"])
-
-
-DEFAULT_CURRENCY_CODE = "USD"
-DEFAULT_CURRENCY_NAME = "US Dollar"
-DEFAULT_CURRENCY_SYMBOL = "$"
-
-
-class CurrencyBase(BaseModel):
-    name: str = Field(..., min_length=1, max_length=128)
-    symbol: Optional[str] = Field(default=None, max_length=8)
-
-    @staticmethod
-    def _normalize_symbol(value: Optional[str]) -> Optional[str]:
-        if value is None:
-            return None
-        value = value.strip()
-        return value or None
-
-    @field_validator("name")
-    @classmethod
-    def _strip_name(cls, value: str) -> str:
-        return value.strip()
-
-    @field_validator("symbol")
-    @classmethod
-    def _strip_symbol(cls, value: Optional[str]) -> Optional[str]:
-        return cls._normalize_symbol(value)
-
-
-class CurrencyCreate(CurrencyBase):
-    code: str = Field(..., min_length=3, max_length=3)
-    is_active: bool = True
-
-    @field_validator("code")
-    @classmethod
-    def _normalize_code(cls, value: str) -> str:
-        return value.strip().upper()
-
-
-class CurrencyUpdate(CurrencyBase):
-    is_active: Optional[bool] = None
-
-
-class CurrencyActivation(BaseModel):
-    is_active: bool
-
-
-class CurrencyRead(CurrencyBase):
-    id: int
-    code: str
-    is_active: bool
-
-    model_config = ConfigDict(from_attributes=True)
-
-
-def _ensure_default_currency(db: Session) -> Currency:
-    existing = (
-        db.query(Currency)
-        .filter(Currency.code == DEFAULT_CURRENCY_CODE)
-        .one_or_none()
-    )
-    if existing:
-        return existing
-
-    default_currency = Currency(
-        code=DEFAULT_CURRENCY_CODE,
-        name=DEFAULT_CURRENCY_NAME,
-        symbol=DEFAULT_CURRENCY_SYMBOL,
-        is_active=True,
-    )
-    db.add(default_currency)
-    try:
-        db.commit()
-    except IntegrityError:
-        db.rollback()
-        existing = (
-            db.query(Currency)
-            .filter(Currency.code == DEFAULT_CURRENCY_CODE)
-            .one()
-        )
-        return existing
-    db.refresh(default_currency)
-    return default_currency
-
-
-def _get_currency_or_404(db: Session, code: str) -> Currency:
-    normalized = code.strip().upper()
-    currency = (
-        db.query(Currency).filter(Currency.code == normalized).one_or_none()
-    )
-    if currency is None:
-        raise HTTPException(
-            status_code=status.HTTP_404_NOT_FOUND, detail="Currency not found"
-        )
-    return currency
-
-
-@router.get("/", response_model=List[CurrencyRead])
-def list_currencies(
-    include_inactive: bool = Query(
-        False, description="Include inactive currencies"
-    ),
-    db: Session = Depends(get_db),
-):
-    _ensure_default_currency(db)
-    query = db.query(Currency)
-    if not include_inactive:
-        query = query.filter(Currency.is_active.is_(True))
-    currencies = query.order_by(Currency.code).all()
-    return currencies
-
-
-@router.post(
-    "/", response_model=CurrencyRead, status_code=status.HTTP_201_CREATED
-)
-def create_currency(payload: CurrencyCreate, db: Session = Depends(get_db)):
-    code = payload.code
-    existing = db.query(Currency).filter(Currency.code == code).one_or_none()
-    if existing is not None:
-        raise HTTPException(
-            status_code=status.HTTP_409_CONFLICT,
-            detail=f"Currency '{code}' already exists",
-        )
-
-    currency = Currency(
-        code=code,
-        name=payload.name,
-        symbol=CurrencyBase._normalize_symbol(payload.symbol),
-        is_active=payload.is_active,
-    )
-    db.add(currency)
-    db.commit()
-    db.refresh(currency)
-    return currency
-
-
-@router.put("/{code}", response_model=CurrencyRead)
-def update_currency(
-    code: str, payload: CurrencyUpdate, db: Session = Depends(get_db)
-):
-    currency = _get_currency_or_404(db, code)
-
-    if payload.name is not None:
-        setattr(currency, "name", payload.name)
-    if payload.symbol is not None or payload.symbol == "":
-        setattr(
-            currency,
-            "symbol",
-            CurrencyBase._normalize_symbol(payload.symbol),
-        )
-    if payload.is_active is not None:
-        code_value = getattr(currency, "code")
-        if code_value == DEFAULT_CURRENCY_CODE and payload.is_active is False:
-            raise HTTPException(
-                status_code=status.HTTP_400_BAD_REQUEST,
-                detail="The default currency cannot be deactivated.",
-            )
-        setattr(currency, "is_active", payload.is_active)
-
-    db.add(currency)
-    db.commit()
-    db.refresh(currency)
-    return currency
-
-
-@router.patch("/{code}/activation", response_model=CurrencyRead)
-def toggle_currency_activation(
-    code: str, body: CurrencyActivation, db: Session = Depends(get_db)
-):
-    currency = _get_currency_or_404(db, code)
-    code_value = getattr(currency, "code")
-    if code_value == DEFAULT_CURRENCY_CODE and body.is_active is False:
-        raise HTTPException(
-            status_code=status.HTTP_400_BAD_REQUEST,
-            detail="The default currency cannot be deactivated.",
-        )
-
-    setattr(currency, "is_active", body.is_active)
-    db.add(currency)
-    db.commit()
-    db.refresh(currency)
-    return currency

routes/dashboard.py

@@ -0,0 +1,130 @@
+from __future__ import annotations
+
+from datetime import datetime
+
+from fastapi import APIRouter, Depends, Request
+from fastapi.responses import HTMLResponse, RedirectResponse
+from routes.template_filters import create_templates
+
+from dependencies import get_current_user, get_unit_of_work
+from models import ScenarioStatus, User
+from services.unit_of_work import UnitOfWork
+
+router = APIRouter(tags=["Dashboard"])
+templates = create_templates()
+
+
+def _format_timestamp(moment: datetime | None) -> str | None:
+    if moment is None:
+        return None
+    return moment.strftime("%Y-%m-%d")
+
+
+def _format_timestamp_with_time(moment: datetime | None) -> str | None:
+    if moment is None:
+        return None
+    return moment.strftime("%Y-%m-%d %H:%M")
+
+
+def _load_metrics(uow: UnitOfWork) -> dict[str, object]:
+    if not uow.projects or not uow.scenarios or not uow.financial_inputs:
+        raise RuntimeError("UnitOfWork repositories not initialised")
+    total_projects = uow.projects.count()
+    active_scenarios = uow.scenarios.count_by_status(ScenarioStatus.ACTIVE)
+    pending_simulations = uow.scenarios.count_by_status(ScenarioStatus.DRAFT)
+    last_import_at = uow.financial_inputs.latest_created_at()
+    return {
+        "total_projects": total_projects,
+        "active_scenarios": active_scenarios,
+        "pending_simulations": pending_simulations,
+        "last_import": _format_timestamp(last_import_at),
+    }
+
+
+def _load_recent_projects(uow: UnitOfWork) -> list:
+    if not uow.projects:
+        raise RuntimeError("Project repository not initialised")
+    return list(uow.projects.recent(limit=5))
+
+
+def _load_simulation_updates(uow: UnitOfWork) -> list[dict[str, object]]:
+    updates: list[dict[str, object]] = []
+    if not uow.scenarios:
+        raise RuntimeError("Scenario repository not initialised")
+    scenarios = uow.scenarios.recent(limit=5, with_project=True)
+    for scenario in scenarios:
+        project_name = scenario.project.name if scenario.project else f"Project #{scenario.project_id}"
+        timestamp_label = _format_timestamp_with_time(scenario.updated_at)
+        updates.append(
+            {
+                "title": f"{scenario.name} · {scenario.status.value.title()}",
+                "description": f"Latest update recorded for {project_name}.",
+                "timestamp": scenario.updated_at,
+                "timestamp_label": timestamp_label,
+            }
+        )
+    return updates
+
+
+def _load_scenario_alerts(
+    request: Request, uow: UnitOfWork
+) -> list[dict[str, object]]:
+    alerts: list[dict[str, object]] = []
+
+    if not uow.scenarios:
+        raise RuntimeError("Scenario repository not initialised")
+
+    drafts = uow.scenarios.list_by_status(
+        ScenarioStatus.DRAFT, limit=3, with_project=True
+    )
+    for scenario in drafts:
+        project_name = scenario.project.name if scenario.project else f"Project #{scenario.project_id}"
+        alerts.append(
+            {
+                "title": f"Draft scenario: {scenario.name}",
+                "message": f"{project_name} has a scenario awaiting validation.",
+                "link": request.url_for(
+                    "projects.view_project", project_id=scenario.project_id
+                ),
+            }
+        )
+
+    if not alerts:
+        archived = uow.scenarios.list_by_status(
+            ScenarioStatus.ARCHIVED, limit=3, with_project=True
+        )
+        for scenario in archived:
+            project_name = scenario.project.name if scenario.project else f"Project #{scenario.project_id}"
+            alerts.append(
+                {
+                    "title": f"Archived scenario: {scenario.name}",
+                    "message": f"Review archived scenario insights for {project_name}.",
+                    "link": request.url_for(
+                        "scenarios.view_scenario", scenario_id=scenario.id
+                    ),
+                }
+            )
+
+    return alerts
+
+
+@router.get("/", include_in_schema=False, name="dashboard.home", response_model=None)
+def dashboard_home(
+    request: Request,
+    user: User | None = Depends(get_current_user),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+) -> HTMLResponse | RedirectResponse:
+    if user is None:
+        return RedirectResponse(request.url_for("auth.login_form"), status_code=303)
+
+    context = {
+        "metrics": _load_metrics(uow),
+        "recent_projects": _load_recent_projects(uow),
+        "simulation_updates": _load_simulation_updates(uow),
+        "scenario_alerts": _load_scenario_alerts(request, uow),
+        "export_modals": {
+            "projects": request.url_for("exports.modal", dataset="projects"),
+            "scenarios": request.url_for("exports.modal", dataset="scenarios"),
+        },
+    }
+    return templates.TemplateResponse(request, "dashboard.html", context)

routes/dependencies.py

@@ -1,13 +0,0 @@
-from collections.abc import Generator
-
-from sqlalchemy.orm import Session
-
-from config.database import SessionLocal
-
-
-def get_db() -> Generator[Session, None, None]:
-    db = SessionLocal()
-    try:
-        yield db
-    finally:
-        db.close()

routes/distributions.py

@@ -1,38 +0,0 @@
-from typing import Dict, List
-
-from fastapi import APIRouter, Depends
-from pydantic import BaseModel, ConfigDict
-from sqlalchemy.orm import Session
-
-from models.distribution import Distribution
-from routes.dependencies import get_db
-
-router = APIRouter(prefix="/api/distributions", tags=["Distributions"])
-
-
-class DistributionCreate(BaseModel):
-    name: str
-    distribution_type: str
-    parameters: Dict[str, float | int]
-
-
-class DistributionRead(DistributionCreate):
-    id: int
-    model_config = ConfigDict(from_attributes=True)
-
-
-@router.post("/", response_model=DistributionRead)
-async def create_distribution(
-    dist: DistributionCreate, db: Session = Depends(get_db)
-):
-    db_dist = Distribution(**dist.model_dump())
-    db.add(db_dist)
-    db.commit()
-    db.refresh(db_dist)
-    return db_dist
-
-
-@router.get("/", response_model=List[DistributionRead])
-async def list_distributions(db: Session = Depends(get_db)):
-    dists = db.query(Distribution).all()
-    return dists

routes/equipment.py

@@ -1,38 +0,0 @@
-from typing import List, Optional
-
-from fastapi import APIRouter, Depends
-from pydantic import BaseModel, ConfigDict
-from sqlalchemy.orm import Session
-
-from models.equipment import Equipment
-from routes.dependencies import get_db
-
-router = APIRouter(prefix="/api/equipment", tags=["Equipment"])
-# Pydantic schemas
-
-
-class EquipmentCreate(BaseModel):
-    scenario_id: int
-    name: str
-    description: Optional[str] = None
-
-
-class EquipmentRead(EquipmentCreate):
-    id: int
-    model_config = ConfigDict(from_attributes=True)
-
-
-@router.post("/", response_model=EquipmentRead)
-async def create_equipment(
-    item: EquipmentCreate, db: Session = Depends(get_db)
-):
-    db_item = Equipment(**item.model_dump())
-    db.add(db_item)
-    db.commit()
-    db.refresh(db_item)
-    return db_item
-
-
-@router.get("/", response_model=List[EquipmentRead])
-async def list_equipment(db: Session = Depends(get_db)):
-    return db.query(Equipment).all()

routes/exports.py

@@ -0,0 +1,363 @@
+from __future__ import annotations
+
+import logging
+import time
+from datetime import datetime, timezone
+from typing import Annotated
+
+from fastapi import APIRouter, Depends, HTTPException, Request, Response, status
+from fastapi.responses import HTMLResponse, StreamingResponse
+
+from dependencies import get_unit_of_work, require_any_role
+from schemas.exports import (
+    ExportFormat,
+    ProjectExportRequest,
+    ScenarioExportRequest,
+)
+from services.export_serializers import (
+    export_projects_to_excel,
+    export_scenarios_to_excel,
+    stream_projects_to_csv,
+    stream_scenarios_to_csv,
+)
+from services.unit_of_work import UnitOfWork
+from models.import_export_log import ImportExportLog
+from monitoring.metrics import observe_export
+from routes.template_filters import create_templates
+
+logger = logging.getLogger(__name__)
+
+router = APIRouter(prefix="/exports", tags=["exports"])
+templates = create_templates()
+
+
+@router.get(
+    "/modal/{dataset}",
+    response_model=None,
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="exports.modal",
+)
+async def export_modal(
+    dataset: str,
+    request: Request,
+) -> HTMLResponse:
+    dataset = dataset.lower()
+    if dataset not in {"projects", "scenarios"}:
+        raise HTTPException(
+            status_code=status.HTTP_404_NOT_FOUND, detail="Unknown dataset")
+
+    submit_url = request.url_for(
+        "export_projects" if dataset == "projects" else "export_scenarios"
+    )
+    return templates.TemplateResponse(
+        request,
+        "exports/modal.html",
+        {
+            "dataset": dataset,
+            "submit_url": submit_url,
+        },
+    )
+
+
+def _timestamp_suffix() -> str:
+    return datetime.now(timezone.utc).strftime("%Y%m%d-%H%M%S")
+
+
+def _ensure_repository(repo, name: str):
+    if repo is None:
+        raise HTTPException(status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
+                            detail=f"{name} repository unavailable")
+    return repo
+
+
+def _record_export_audit(
+    *,
+    uow: UnitOfWork,
+    dataset: str,
+    status: str,
+    export_format: ExportFormat,
+    row_count: int,
+    filename: str | None,
+) -> None:
+    try:
+        if uow.session is None:
+            return
+        log = ImportExportLog(
+            action="export",
+            dataset=dataset,
+            status=status,
+            filename=filename,
+            row_count=row_count,
+            detail=f"format={export_format.value}",
+        )
+        uow.session.add(log)
+        uow.commit()
+    except Exception:
+        # best-effort auditing, do not break exports
+        if uow.session is not None:
+            uow.session.rollback()
+        logger.exception(
+            "export.audit.failed",
+            extra={
+                "event": "export.audit",
+                "dataset": dataset,
+                "status": status,
+                "format": export_format.value,
+            },
+        )
+
+
+@router.post(
+    "/projects",
+    status_code=status.HTTP_200_OK,
+    response_class=StreamingResponse,
+    dependencies=[Depends(require_any_role(
+        "admin", "project_manager", "analyst"))],
+)
+async def export_projects(
+    request: ProjectExportRequest,
+    uow: Annotated[UnitOfWork, Depends(get_unit_of_work)],
+) -> Response:
+    project_repo = _ensure_repository(
+        getattr(uow, "projects", None), "Project")
+    start = time.perf_counter()
+    try:
+        projects = project_repo.filtered_for_export(request.filters)
+    except ValueError as exc:
+        _record_export_audit(
+            uow=uow,
+            dataset="projects",
+            status="failure",
+            export_format=request.format,
+            row_count=0,
+            filename=None,
+        )
+        logger.warning(
+            "export.validation_failed",
+            extra={
+                "event": "export",
+                "dataset": "projects",
+                "status": "validation_failed",
+                "format": request.format.value,
+                "error": str(exc),
+            },
+        )
+        raise HTTPException(
+            status_code=status.HTTP_422_UNPROCESSABLE_CONTENT,
+            detail=str(exc),
+        ) from exc
+    except Exception as exc:
+        _record_export_audit(
+            uow=uow,
+            dataset="projects",
+            status="failure",
+            export_format=request.format,
+            row_count=0,
+            filename=None,
+        )
+        logger.exception(
+            "export.failed",
+            extra={
+                "event": "export",
+                "dataset": "projects",
+                "status": "failure",
+                "format": request.format.value,
+            },
+        )
+        raise exc
+
+    filename = f"projects-{_timestamp_suffix()}"
+
+    if request.format == ExportFormat.CSV:
+        stream = stream_projects_to_csv(projects)
+        response = StreamingResponse(stream, media_type="text/csv")
+        response.headers["Content-Disposition"] = f"attachment; filename={filename}.csv"
+        _record_export_audit(
+            uow=uow,
+            dataset="projects",
+            status="success",
+            export_format=request.format,
+            row_count=len(projects),
+            filename=f"{filename}.csv",
+        )
+        logger.info(
+            "export",
+            extra={
+                "event": "export",
+                "dataset": "projects",
+                "status": "success",
+                "format": request.format.value,
+                "row_count": len(projects),
+                "filename": f"{filename}.csv",
+            },
+        )
+        observe_export(
+            dataset="projects",
+            status="success",
+            export_format=request.format.value,
+            seconds=time.perf_counter() - start,
+        )
+        return response
+
+    data = export_projects_to_excel(projects)
+    _record_export_audit(
+        uow=uow,
+        dataset="projects",
+        status="success",
+        export_format=request.format,
+        row_count=len(projects),
+        filename=f"{filename}.xlsx",
+    )
+    logger.info(
+        "export",
+        extra={
+            "event": "export",
+            "dataset": "projects",
+            "status": "success",
+            "format": request.format.value,
+            "row_count": len(projects),
+            "filename": f"{filename}.xlsx",
+        },
+    )
+    observe_export(
+        dataset="projects",
+        status="success",
+        export_format=request.format.value,
+        seconds=time.perf_counter() - start,
+    )
+    return StreamingResponse(
+        iter([data]),
+        media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+        headers={
+            "Content-Disposition": f"attachment; filename={filename}.xlsx",
+        },
+    )
+
+
+@router.post(
+    "/scenarios",
+    status_code=status.HTTP_200_OK,
+    response_class=StreamingResponse,
+    dependencies=[Depends(require_any_role(
+        "admin", "project_manager", "analyst"))],
+)
+async def export_scenarios(
+    request: ScenarioExportRequest,
+    uow: Annotated[UnitOfWork, Depends(get_unit_of_work)],
+) -> Response:
+    scenario_repo = _ensure_repository(
+        getattr(uow, "scenarios", None), "Scenario")
+    start = time.perf_counter()
+    try:
+        scenarios = scenario_repo.filtered_for_export(
+            request.filters, include_project=True)
+    except ValueError as exc:
+        _record_export_audit(
+            uow=uow,
+            dataset="scenarios",
+            status="failure",
+            export_format=request.format,
+            row_count=0,
+            filename=None,
+        )
+        logger.warning(
+            "export.validation_failed",
+            extra={
+                "event": "export",
+                "dataset": "scenarios",
+                "status": "validation_failed",
+                "format": request.format.value,
+                "error": str(exc),
+            },
+        )
+        raise HTTPException(
+            status_code=status.HTTP_422_UNPROCESSABLE_CONTENT,
+            detail=str(exc),
+        ) from exc
+    except Exception as exc:
+        _record_export_audit(
+            uow=uow,
+            dataset="scenarios",
+            status="failure",
+            export_format=request.format,
+            row_count=0,
+            filename=None,
+        )
+        logger.exception(
+            "export.failed",
+            extra={
+                "event": "export",
+                "dataset": "scenarios",
+                "status": "failure",
+                "format": request.format.value,
+            },
+        )
+        raise exc
+
+    filename = f"scenarios-{_timestamp_suffix()}"
+
+    if request.format == ExportFormat.CSV:
+        stream = stream_scenarios_to_csv(scenarios)
+        response = StreamingResponse(stream, media_type="text/csv")
+        response.headers["Content-Disposition"] = f"attachment; filename={filename}.csv"
+        _record_export_audit(
+            uow=uow,
+            dataset="scenarios",
+            status="success",
+            export_format=request.format,
+            row_count=len(scenarios),
+            filename=f"{filename}.csv",
+        )
+        logger.info(
+            "export",
+            extra={
+                "event": "export",
+                "dataset": "scenarios",
+                "status": "success",
+                "format": request.format.value,
+                "row_count": len(scenarios),
+                "filename": f"{filename}.csv",
+            },
+        )
+        observe_export(
+            dataset="scenarios",
+            status="success",
+            export_format=request.format.value,
+            seconds=time.perf_counter() - start,
+        )
+        return response
+
+    data = export_scenarios_to_excel(scenarios)
+    _record_export_audit(
+        uow=uow,
+        dataset="scenarios",
+        status="success",
+        export_format=request.format,
+        row_count=len(scenarios),
+        filename=f"{filename}.xlsx",
+    )
+    logger.info(
+        "export",
+        extra={
+            "event": "export",
+            "dataset": "scenarios",
+            "status": "success",
+            "format": request.format.value,
+            "row_count": len(scenarios),
+            "filename": f"{filename}.xlsx",
+        },
+    )
+    observe_export(
+        dataset="scenarios",
+        status="success",
+        export_format=request.format.value,
+        seconds=time.perf_counter() - start,
+    )
+    return StreamingResponse(
+        iter([data]),
+        media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+        headers={
+            "Content-Disposition": f"attachment; filename={filename}.xlsx",
+        },
+    )

routes/imports.py

@@ -0,0 +1,170 @@
+from __future__ import annotations
+
+from io import BytesIO
+
+from fastapi import APIRouter, Depends, File, HTTPException, UploadFile, status
+from fastapi import Request
+from fastapi.responses import HTMLResponse
+
+from dependencies import (
+    get_import_ingestion_service,
+    require_roles,
+    require_roles_html,
+)
+from models import User
+from schemas.imports import (
+    ImportCommitRequest,
+    ProjectImportCommitResponse,
+    ProjectImportPreviewResponse,
+    ScenarioImportCommitResponse,
+    ScenarioImportPreviewResponse,
+)
+from services.importers import ImportIngestionService, UnsupportedImportFormat
+from routes.template_filters import create_templates
+
+router = APIRouter(prefix="/imports", tags=["Imports"])
+templates = create_templates()
+
+MANAGE_ROLES = ("project_manager", "admin")
+
+
+@router.get(
+    "/ui",
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="imports.ui",
+)
+def import_dashboard(
+    request: Request,
+    _: User = Depends(require_roles_html(*MANAGE_ROLES)),
+) -> HTMLResponse:
+    return templates.TemplateResponse(
+        request,
+        "imports/ui.html",
+        {
+            "title": "Imports",
+        },
+    )
+
+
+async def _read_upload_file(upload: UploadFile) -> BytesIO:
+    content = await upload.read()
+    if not content:
+        raise HTTPException(
+            status_code=status.HTTP_400_BAD_REQUEST,
+            detail="Uploaded file is empty.",
+        )
+    return BytesIO(content)
+
+
+@router.post(
+    "/projects/preview",
+    response_model=ProjectImportPreviewResponse,
+    status_code=status.HTTP_200_OK,
+)
+async def preview_project_import(
+    file: UploadFile = File(...,
+                            description="Project import file (CSV or Excel)"),
+    _: User = Depends(require_roles(*MANAGE_ROLES)),
+    ingestion_service: ImportIngestionService = Depends(
+        get_import_ingestion_service),
+) -> ProjectImportPreviewResponse:
+    if not file.filename:
+        raise HTTPException(
+            status_code=status.HTTP_400_BAD_REQUEST,
+            detail="Filename is required for import.",
+        )
+
+    stream = await _read_upload_file(file)
+
+    try:
+        preview = ingestion_service.preview_projects(stream, file.filename)
+    except UnsupportedImportFormat as exc:
+        raise HTTPException(
+            status_code=status.HTTP_400_BAD_REQUEST,
+            detail=str(exc),
+        ) from exc
+
+    return ProjectImportPreviewResponse.model_validate(preview)
+
+
+@router.post(
+    "/scenarios/preview",
+    response_model=ScenarioImportPreviewResponse,
+    status_code=status.HTTP_200_OK,
+)
+async def preview_scenario_import(
+    file: UploadFile = File(...,
+                            description="Scenario import file (CSV or Excel)"),
+    _: User = Depends(require_roles(*MANAGE_ROLES)),
+    ingestion_service: ImportIngestionService = Depends(
+        get_import_ingestion_service),
+) -> ScenarioImportPreviewResponse:
+    if not file.filename:
+        raise HTTPException(
+            status_code=status.HTTP_400_BAD_REQUEST,
+            detail="Filename is required for import.",
+        )
+
+    stream = await _read_upload_file(file)
+
+    try:
+        preview = ingestion_service.preview_scenarios(stream, file.filename)
+    except UnsupportedImportFormat as exc:
+        raise HTTPException(
+            status_code=status.HTTP_400_BAD_REQUEST,
+            detail=str(exc),
+        ) from exc
+
+    return ScenarioImportPreviewResponse.model_validate(preview)
+
+
+def _value_error_status(exc: ValueError) -> int:
+    detail = str(exc)
+    if detail.lower().startswith("unknown"):
+        return status.HTTP_404_NOT_FOUND
+    return status.HTTP_400_BAD_REQUEST
+
+
+@router.post(
+    "/projects/commit",
+    response_model=ProjectImportCommitResponse,
+    status_code=status.HTTP_200_OK,
+)
+async def commit_project_import_endpoint(
+    payload: ImportCommitRequest,
+    _: User = Depends(require_roles(*MANAGE_ROLES)),
+    ingestion_service: ImportIngestionService = Depends(
+        get_import_ingestion_service),
+) -> ProjectImportCommitResponse:
+    try:
+        result = ingestion_service.commit_project_import(payload.token)
+    except ValueError as exc:
+        raise HTTPException(
+            status_code=_value_error_status(exc),
+            detail=str(exc),
+        ) from exc
+
+    return ProjectImportCommitResponse.model_validate(result)
+
+
+@router.post(
+    "/scenarios/commit",
+    response_model=ScenarioImportCommitResponse,
+    status_code=status.HTTP_200_OK,
+)
+async def commit_scenario_import_endpoint(
+    payload: ImportCommitRequest,
+    _: User = Depends(require_roles(*MANAGE_ROLES)),
+    ingestion_service: ImportIngestionService = Depends(
+        get_import_ingestion_service),
+) -> ScenarioImportCommitResponse:
+    try:
+        result = ingestion_service.commit_scenario_import(payload.token)
+    except ValueError as exc:
+        raise HTTPException(
+            status_code=_value_error_status(exc),
+            detail=str(exc),
+        ) from exc
+
+    return ScenarioImportCommitResponse.model_validate(result)

routes/maintenance.py

@@ -1,91 +0,0 @@
-from datetime import date
-from typing import List, Optional
-
-from fastapi import APIRouter, Depends, HTTPException, status
-from pydantic import BaseModel, ConfigDict, PositiveFloat
-from sqlalchemy.orm import Session
-
-from models.maintenance import Maintenance
-from routes.dependencies import get_db
-
-
-router = APIRouter(prefix="/api/maintenance", tags=["Maintenance"])
-
-
-class MaintenanceBase(BaseModel):
-    equipment_id: int
-    scenario_id: int
-    maintenance_date: date
-    description: Optional[str] = None
-    cost: PositiveFloat
-
-
-class MaintenanceCreate(MaintenanceBase):
-    pass
-
-
-class MaintenanceUpdate(MaintenanceBase):
-    pass
-
-
-class MaintenanceRead(MaintenanceBase):
-    id: int
-    model_config = ConfigDict(from_attributes=True)
-
-
-def _get_maintenance_or_404(db: Session, maintenance_id: int) -> Maintenance:
-    maintenance = (
-        db.query(Maintenance).filter(Maintenance.id == maintenance_id).first()
-    )
-    if maintenance is None:
-        raise HTTPException(
-            status_code=status.HTTP_404_NOT_FOUND,
-            detail=f"Maintenance record {maintenance_id} not found",
-        )
-    return maintenance
-
-
-@router.post(
-    "/", response_model=MaintenanceRead, status_code=status.HTTP_201_CREATED
-)
-def create_maintenance(
-    maintenance: MaintenanceCreate, db: Session = Depends(get_db)
-):
-    db_maintenance = Maintenance(**maintenance.model_dump())
-    db.add(db_maintenance)
-    db.commit()
-    db.refresh(db_maintenance)
-    return db_maintenance
-
-
-@router.get("/", response_model=List[MaintenanceRead])
-def list_maintenance(
-    skip: int = 0, limit: int = 100, db: Session = Depends(get_db)
-):
-    return db.query(Maintenance).offset(skip).limit(limit).all()
-
-
-@router.get("/{maintenance_id}", response_model=MaintenanceRead)
-def get_maintenance(maintenance_id: int, db: Session = Depends(get_db)):
-    return _get_maintenance_or_404(db, maintenance_id)
-
-
-@router.put("/{maintenance_id}", response_model=MaintenanceRead)
-def update_maintenance(
-    maintenance_id: int,
-    payload: MaintenanceUpdate,
-    db: Session = Depends(get_db),
-):
-    db_maintenance = _get_maintenance_or_404(db, maintenance_id)
-    for field, value in payload.model_dump().items():
-        setattr(db_maintenance, field, value)
-    db.commit()
-    db.refresh(db_maintenance)
-    return db_maintenance
-
-
-@router.delete("/{maintenance_id}", status_code=status.HTTP_204_NO_CONTENT)
-def delete_maintenance(maintenance_id: int, db: Session = Depends(get_db)):
-    db_maintenance = _get_maintenance_or_404(db, maintenance_id)
-    db.delete(db_maintenance)
-    db.commit()

routes/navigation.py

@@ -0,0 +1,63 @@
+from __future__ import annotations
+
+from datetime import datetime, timezone
+
+from fastapi import APIRouter, Depends, Request
+
+from dependencies import (
+    get_auth_session,
+    get_navigation_service,
+    require_authenticated_user,
+)
+from models import User
+from schemas.navigation import (
+    NavigationGroupSchema,
+    NavigationLinkSchema,
+    NavigationSidebarResponse,
+)
+from services.navigation import NavigationGroupDTO, NavigationLinkDTO, NavigationService
+from services.session import AuthSession
+
+router = APIRouter(prefix="/navigation", tags=["Navigation"])
+
+
+def _to_link_schema(dto: NavigationLinkDTO) -> NavigationLinkSchema:
+    return NavigationLinkSchema(
+        id=dto.id,
+        label=dto.label,
+        href=dto.href,
+        match_prefix=dto.match_prefix,
+        icon=dto.icon,
+        tooltip=dto.tooltip,
+        is_external=dto.is_external,
+        children=[_to_link_schema(child) for child in dto.children],
+    )
+
+
+def _to_group_schema(dto: NavigationGroupDTO) -> NavigationGroupSchema:
+    return NavigationGroupSchema(
+        id=dto.id,
+        label=dto.label,
+        icon=dto.icon,
+        tooltip=dto.tooltip,
+        links=[_to_link_schema(link) for link in dto.links],
+    )
+
+
+@router.get(
+    "/sidebar",
+    response_model=NavigationSidebarResponse,
+    name="navigation.sidebar",
+)
+async def get_sidebar_navigation(
+    request: Request,
+    _: User = Depends(require_authenticated_user),
+    session: AuthSession = Depends(get_auth_session),
+    service: NavigationService = Depends(get_navigation_service),
+) -> NavigationSidebarResponse:
+    dto = service.build_sidebar(session=session, request=request)
+    return NavigationSidebarResponse(
+        groups=[_to_group_schema(group) for group in dto.groups],
+        roles=list(dto.roles),
+        generated_at=datetime.now(tz=timezone.utc),
+    )

routes/parameters.py

@@ -1,90 +0,0 @@
-from typing import Any, Dict, List, Optional
-
-from fastapi import APIRouter, Depends, HTTPException
-from pydantic import BaseModel, ConfigDict, field_validator
-from sqlalchemy.orm import Session
-
-from models.distribution import Distribution
-from models.parameters import Parameter
-from models.scenario import Scenario
-from routes.dependencies import get_db
-
-router = APIRouter(prefix="/api/parameters", tags=["parameters"])
-
-
-class ParameterCreate(BaseModel):
-    scenario_id: int
-    name: str
-    value: float
-    distribution_id: Optional[int] = None
-    distribution_type: Optional[str] = None
-    distribution_parameters: Optional[Dict[str, Any]] = None
-
-    @field_validator("distribution_type")
-    @classmethod
-    def normalize_type(cls, value: Optional[str]) -> Optional[str]:
-        if value is None:
-            return value
-        normalized = value.strip().lower()
-        if not normalized:
-            return None
-        if normalized not in {"normal", "uniform", "triangular"}:
-            raise ValueError(
-                "distribution_type must be normal, uniform, or triangular"
-            )
-        return normalized
-
-    @field_validator("distribution_parameters")
-    @classmethod
-    def empty_dict_to_none(
-        cls, value: Optional[Dict[str, Any]]
-    ) -> Optional[Dict[str, Any]]:
-        if value is None:
-            return None
-        return value or None
-
-
-class ParameterRead(ParameterCreate):
-    id: int
-    model_config = ConfigDict(from_attributes=True)
-
-
-@router.post("/", response_model=ParameterRead)
-def create_parameter(param: ParameterCreate, db: Session = Depends(get_db)):
-    scen = db.query(Scenario).filter(Scenario.id == param.scenario_id).first()
-    if not scen:
-        raise HTTPException(status_code=404, detail="Scenario not found")
-    distribution_id = param.distribution_id
-    distribution_type = param.distribution_type
-    distribution_parameters = param.distribution_parameters
-
-    if distribution_id is not None:
-        distribution = (
-            db.query(Distribution)
-            .filter(Distribution.id == distribution_id)
-            .first()
-        )
-        if not distribution:
-            raise HTTPException(
-                status_code=404, detail="Distribution not found"
-            )
-        distribution_type = distribution.distribution_type
-        distribution_parameters = distribution.parameters or None
-
-    new_param = Parameter(
-        scenario_id=param.scenario_id,
-        name=param.name,
-        value=param.value,
-        distribution_id=distribution_id,
-        distribution_type=distribution_type,
-        distribution_parameters=distribution_parameters,
-    )
-    db.add(new_param)
-    db.commit()
-    db.refresh(new_param)
-    return new_param
-
-
-@router.get("/", response_model=List[ParameterRead])
-def list_parameters(db: Session = Depends(get_db)):
-    return db.query(Parameter).all()

routes/production.py

@@ -1,56 +0,0 @@
-from typing import List, Optional
-
-from fastapi import APIRouter, Depends, status
-from pydantic import BaseModel, ConfigDict, PositiveFloat, field_validator
-from sqlalchemy.orm import Session
-
-from models.production_output import ProductionOutput
-from routes.dependencies import get_db
-
-
-router = APIRouter(prefix="/api/production", tags=["Production"])
-
-
-class ProductionOutputBase(BaseModel):
-    scenario_id: int
-    amount: PositiveFloat
-    description: Optional[str] = None
-    unit_name: Optional[str] = None
-    unit_symbol: Optional[str] = None
-
-    @field_validator("unit_name", "unit_symbol")
-    @classmethod
-    def _normalize_text(cls, value: Optional[str]) -> Optional[str]:
-        if value is None:
-            return None
-        stripped = value.strip()
-        return stripped or None
-
-
-class ProductionOutputCreate(ProductionOutputBase):
-    pass
-
-
-class ProductionOutputRead(ProductionOutputBase):
-    id: int
-    model_config = ConfigDict(from_attributes=True)
-
-
-@router.post(
-    "/",
-    response_model=ProductionOutputRead,
-    status_code=status.HTTP_201_CREATED,
-)
-def create_production(
-    item: ProductionOutputCreate, db: Session = Depends(get_db)
-):
-    db_item = ProductionOutput(**item.model_dump())
-    db.add(db_item)
-    db.commit()
-    db.refresh(db_item)
-    return db_item
-
-
-@router.get("/", response_model=List[ProductionOutputRead])
-def list_production(db: Session = Depends(get_db)):
-    return db.query(ProductionOutput).all()

routes/projects.py

@@ -0,0 +1,337 @@
+from __future__ import annotations
+
+from typing import List
+
+from fastapi import APIRouter, Depends, Form, HTTPException, Request, status
+from fastapi.responses import HTMLResponse, RedirectResponse
+
+from dependencies import (
+    get_pricing_metadata,
+    get_unit_of_work,
+    require_any_role,
+    require_any_role_html,
+    require_project_resource,
+    require_project_resource_html,
+    require_roles,
+    require_roles_html,
+)
+from models import MiningOperationType, Project, ScenarioStatus, User
+from schemas.project import ProjectCreate, ProjectRead, ProjectUpdate
+from services.exceptions import EntityConflictError
+from services.pricing import PricingMetadata
+from services.unit_of_work import UnitOfWork
+from routes.template_filters import create_templates
+
+router = APIRouter(prefix="/projects", tags=["Projects"])
+templates = create_templates()
+
+READ_ROLES = ("viewer", "analyst", "project_manager", "admin")
+MANAGE_ROLES = ("project_manager", "admin")
+
+
+def _to_read_model(project: Project) -> ProjectRead:
+    return ProjectRead.model_validate(project)
+
+
+def _require_project_repo(uow: UnitOfWork):
+    if not uow.projects:
+        raise RuntimeError("Project repository not initialised")
+    return uow.projects
+
+
+def _operation_type_choices() -> list[tuple[str, str]]:
+    return [
+        (op.value, op.name.replace("_", " ").title()) for op in MiningOperationType
+    ]
+
+
+@router.get("", response_model=List[ProjectRead])
+def list_projects(
+    _: User = Depends(require_any_role(*READ_ROLES)),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+) -> List[ProjectRead]:
+    projects = _require_project_repo(uow).list()
+    return [_to_read_model(project) for project in projects]
+
+
+@router.post("", response_model=ProjectRead, status_code=status.HTTP_201_CREATED)
+def create_project(
+    payload: ProjectCreate,
+    _: User = Depends(require_roles(*MANAGE_ROLES)),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+    metadata: PricingMetadata = Depends(get_pricing_metadata),
+) -> ProjectRead:
+    project = Project(**payload.model_dump())
+    try:
+        created = _require_project_repo(uow).create(project)
+    except EntityConflictError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_409_CONFLICT, detail=str(exc)
+        ) from exc
+    default_settings = uow.ensure_default_pricing_settings(
+        metadata=metadata).settings
+    uow.set_project_pricing_settings(created, default_settings)
+    return _to_read_model(created)
+
+
+@router.get(
+    "/ui",
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="projects.project_list_page",
+)
+def project_list_page(
+    request: Request,
+    _: User = Depends(require_any_role_html(*READ_ROLES)),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+) -> HTMLResponse:
+    projects = _require_project_repo(uow).list(with_children=True)
+    for project in projects:
+        setattr(project, "scenario_count", len(project.scenarios))
+    return templates.TemplateResponse(
+        request,
+        "projects/list.html",
+        {
+            "projects": projects,
+        },
+    )
+
+
+@router.get(
+    "/create",
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="projects.create_project_form",
+)
+def create_project_form(
+    request: Request,
+    _: User = Depends(require_roles_html(*MANAGE_ROLES)),
+) -> HTMLResponse:
+    return templates.TemplateResponse(
+        request,
+        "projects/form.html",
+        {
+            "project": None,
+            "operation_types": _operation_type_choices(),
+            "form_action": request.url_for("projects.create_project_submit"),
+            "cancel_url": request.url_for("projects.project_list_page"),
+        },
+    )
+
+
+@router.post(
+    "/create",
+    include_in_schema=False,
+    name="projects.create_project_submit",
+)
+def create_project_submit(
+    request: Request,
+    _: User = Depends(require_roles_html(*MANAGE_ROLES)),
+    name: str = Form(...),
+    location: str | None = Form(None),
+    operation_type: str = Form(...),
+    description: str | None = Form(None),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+    metadata: PricingMetadata = Depends(get_pricing_metadata),
+):
+    def _normalise(value: str | None) -> str | None:
+        if value is None:
+            return None
+        value = value.strip()
+        return value or None
+
+    try:
+        op_type = MiningOperationType(operation_type)
+    except ValueError:
+        return templates.TemplateResponse(
+            request,
+            "projects/form.html",
+            {
+                "project": None,
+                "operation_types": _operation_type_choices(),
+                "form_action": request.url_for("projects.create_project_submit"),
+                "cancel_url": request.url_for("projects.project_list_page"),
+                "error": "Invalid operation type.",
+            },
+            status_code=status.HTTP_400_BAD_REQUEST,
+        )
+
+    project = Project(
+        name=name.strip(),
+        location=_normalise(location),
+        operation_type=op_type,
+        description=_normalise(description),
+    )
+    try:
+        created = _require_project_repo(uow).create(project)
+    except EntityConflictError:
+        return templates.TemplateResponse(
+            request,
+            "projects/form.html",
+            {
+                "project": project,
+                "operation_types": _operation_type_choices(),
+                "form_action": request.url_for("projects.create_project_submit"),
+                "cancel_url": request.url_for("projects.project_list_page"),
+                "error": "Project with this name already exists.",
+            },
+            status_code=status.HTTP_409_CONFLICT,
+        )
+
+    default_settings = uow.ensure_default_pricing_settings(
+        metadata=metadata).settings
+    uow.set_project_pricing_settings(created, default_settings)
+
+    return RedirectResponse(
+        request.url_for("projects.project_list_page"),
+        status_code=status.HTTP_303_SEE_OTHER,
+    )
+
+
+@router.get("/{project_id}", response_model=ProjectRead)
+def get_project(project: Project = Depends(require_project_resource())) -> ProjectRead:
+    return _to_read_model(project)
+
+
+@router.put("/{project_id}", response_model=ProjectRead)
+def update_project(
+    payload: ProjectUpdate,
+    project: Project = Depends(
+        require_project_resource(require_manage=True)
+    ),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+) -> ProjectRead:
+    update_data = payload.model_dump(exclude_unset=True)
+    for field, value in update_data.items():
+        setattr(project, field, value)
+
+    uow.flush()
+    return _to_read_model(project)
+
+
+@router.delete("/{project_id}", status_code=status.HTTP_204_NO_CONTENT)
+def delete_project(
+    project: Project = Depends(require_project_resource(require_manage=True)),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+) -> None:
+    _require_project_repo(uow).delete(project.id)
+
+
+@router.get(
+    "/{project_id}/view",
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="projects.view_project",
+)
+def view_project(
+    request: Request,
+    _: User = Depends(require_any_role_html(*READ_ROLES)),
+    project: Project = Depends(require_project_resource_html()),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+) -> HTMLResponse:
+    project = _require_project_repo(uow).get(project.id, with_children=True)
+
+    scenarios = sorted(project.scenarios, key=lambda s: s.created_at)
+    scenario_stats = {
+        "total": len(scenarios),
+        "active": sum(1 for scenario in scenarios if scenario.status == ScenarioStatus.ACTIVE),
+        "draft": sum(1 for scenario in scenarios if scenario.status == ScenarioStatus.DRAFT),
+        "archived": sum(1 for scenario in scenarios if scenario.status == ScenarioStatus.ARCHIVED),
+        "latest_update": max(
+            (scenario.updated_at for scenario in scenarios if scenario.updated_at),
+            default=None,
+        ),
+    }
+    return templates.TemplateResponse(
+        request,
+        "projects/detail.html",
+        {
+            "project": project,
+            "scenarios": scenarios,
+            "scenario_stats": scenario_stats,
+        },
+    )
+
+
+@router.get(
+    "/{project_id}/edit",
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="projects.edit_project_form",
+)
+def edit_project_form(
+    request: Request,
+    _: User = Depends(require_roles_html(*MANAGE_ROLES)),
+    project: Project = Depends(
+        require_project_resource_html(require_manage=True)
+    ),
+) -> HTMLResponse:
+    return templates.TemplateResponse(
+        request,
+        "projects/form.html",
+        {
+            "project": project,
+            "operation_types": _operation_type_choices(),
+            "form_action": request.url_for(
+                "projects.edit_project_submit", project_id=project.id
+            ),
+            "cancel_url": request.url_for(
+                "projects.view_project", project_id=project.id
+            ),
+        },
+    )
+
+
+@router.post(
+    "/{project_id}/edit",
+    include_in_schema=False,
+    name="projects.edit_project_submit",
+)
+def edit_project_submit(
+    request: Request,
+    _: User = Depends(require_roles_html(*MANAGE_ROLES)),
+    project: Project = Depends(
+        require_project_resource_html(require_manage=True)
+    ),
+    name: str = Form(...),
+    location: str | None = Form(None),
+    operation_type: str | None = Form(None),
+    description: str | None = Form(None),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+):
+    def _normalise(value: str | None) -> str | None:
+        if value is None:
+            return None
+        value = value.strip()
+        return value or None
+
+    project.name = name.strip()
+    project.location = _normalise(location)
+    if operation_type:
+        try:
+            project.operation_type = MiningOperationType(operation_type)
+        except ValueError:
+            return templates.TemplateResponse(
+                request,
+                "projects/form.html",
+                {
+                    "project": project,
+                    "operation_types": _operation_type_choices(),
+                    "form_action": request.url_for(
+                        "projects.edit_project_submit", project_id=project.id
+                    ),
+                    "cancel_url": request.url_for(
+                        "projects.view_project", project_id=project.id
+                    ),
+                    "error": "Invalid operation type.",
+                },
+                status_code=status.HTTP_400_BAD_REQUEST,
+            )
+    project.description = _normalise(description)
+
+    uow.flush()
+
+    return RedirectResponse(
+        request.url_for("projects.view_project", project_id=project.id),
+        status_code=status.HTTP_303_SEE_OTHER,
+    )

routes/reporting.py

@@ -1,73 +0,0 @@
-from typing import Any, Dict, List, cast
-
-from fastapi import APIRouter, HTTPException, Request, status
-from pydantic import BaseModel
-
-from services.reporting import generate_report
-
-
-router = APIRouter(prefix="/api/reporting", tags=["Reporting"])
-
-
-def _validate_payload(payload: Any) -> List[Dict[str, float]]:
-    if not isinstance(payload, list):
-        raise HTTPException(
-            status_code=status.HTTP_400_BAD_REQUEST,
-            detail="Invalid input format",
-        )
-
-    typed_payload = cast(List[Any], payload)
-
-    validated: List[Dict[str, float]] = []
-    for index, item in enumerate(typed_payload):
-        if not isinstance(item, dict):
-            raise HTTPException(
-                status_code=status.HTTP_400_BAD_REQUEST,
-                detail=f"Entry at index {index} must be an object",
-            )
-        value = cast(Dict[str, Any], item).get("result")
-        if not isinstance(value, (int, float)):
-            raise HTTPException(
-                status_code=status.HTTP_400_BAD_REQUEST,
-                detail=f"Entry at index {index} must include numeric 'result'",
-            )
-        validated.append({"result": float(value)})
-    return validated
-
-
-class ReportSummary(BaseModel):
-    count: int
-    mean: float
-    median: float
-    min: float
-    max: float
-    std_dev: float
-    variance: float
-    percentile_10: float
-    percentile_90: float
-    percentile_5: float
-    percentile_95: float
-    value_at_risk_95: float
-    expected_shortfall_95: float
-
-
-@router.post("/summary", response_model=ReportSummary)
-async def summary_report(request: Request):
-    payload = await request.json()
-    validated_payload = _validate_payload(payload)
-    summary = generate_report(validated_payload)
-    return ReportSummary(
-        count=int(summary["count"]),
-        mean=float(summary["mean"]),
-        median=float(summary["median"]),
-        min=float(summary["min"]),
-        max=float(summary["max"]),
-        std_dev=float(summary["std_dev"]),
-        variance=float(summary["variance"]),
-        percentile_10=float(summary["percentile_10"]),
-        percentile_90=float(summary["percentile_90"]),
-        percentile_5=float(summary["percentile_5"]),
-        percentile_95=float(summary["percentile_95"]),
-        value_at_risk_95=float(summary["value_at_risk_95"]),
-        expected_shortfall_95=float(summary["expected_shortfall_95"]),
-    )

routes/reports.py

@@ -0,0 +1,434 @@
+from __future__ import annotations
+
+from datetime import date
+
+from fastapi import APIRouter, Depends, HTTPException, Query, Request, status
+from fastapi.encoders import jsonable_encoder
+from fastapi.responses import HTMLResponse
+
+from dependencies import (
+    get_unit_of_work,
+    require_any_role,
+    require_any_role_html,
+    require_project_resource,
+    require_scenario_resource,
+    require_project_resource_html,
+    require_scenario_resource_html,
+)
+from models import Project, Scenario, User
+from services.exceptions import EntityNotFoundError, ScenarioValidationError
+from services.reporting import (
+    DEFAULT_ITERATIONS,
+    IncludeOptions,
+    ReportFilters,
+    ReportingService,
+    parse_include_tokens,
+    validate_percentiles,
+)
+from services.unit_of_work import UnitOfWork
+from routes.template_filters import create_templates
+
+router = APIRouter(prefix="/reports", tags=["Reports"])
+templates = create_templates()
+
+READ_ROLES = ("viewer", "analyst", "project_manager", "admin")
+MANAGE_ROLES = ("project_manager", "admin")
+
+
+@router.get("/projects/{project_id}", name="reports.project_summary")
+def project_summary_report(
+    project: Project = Depends(require_project_resource()),
+    _: User = Depends(require_any_role(*READ_ROLES)),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+    include: str | None = Query(
+        None,
+        description="Comma-separated include tokens (distribution,samples,all).",
+    ),
+    scenario_ids: list[int] | None = Query(
+        None,
+        alias="scenario_ids",
+        description="Repeatable scenario identifier filter.",
+    ),
+    start_date: date | None = Query(
+        None,
+        description="Filter scenarios starting on or after this date.",
+    ),
+    end_date: date | None = Query(
+        None,
+        description="Filter scenarios ending on or before this date.",
+    ),
+    fmt: str = Query(
+        "json",
+        alias="format",
+        description="Response format (json only for this endpoint).",
+    ),
+    iterations: int | None = Query(
+        None,
+        gt=0,
+        description="Override Monte Carlo iteration count when distribution is included.",
+    ),
+    percentiles: list[float] | None = Query(
+        None,
+        description="Percentiles (0-100) for Monte Carlo summaries when included.",
+    ),
+) -> dict[str, object]:
+    if fmt.lower() != "json":
+        raise HTTPException(
+            status_code=status.HTTP_406_NOT_ACCEPTABLE,
+            detail="Only JSON responses are supported; use the HTML endpoint for templates.",
+        )
+
+    include_options = parse_include_tokens(include)
+    try:
+        percentile_values = validate_percentiles(percentiles)
+    except ValueError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_422_UNPROCESSABLE_CONTENT,
+            detail=str(exc),
+        ) from exc
+
+    scenario_filter = ReportFilters(
+        scenario_ids=set(scenario_ids) if scenario_ids else None,
+        start_date=start_date,
+        end_date=end_date,
+    )
+
+    service = ReportingService(uow)
+    report = service.project_summary(
+        project,
+        filters=scenario_filter,
+        include=include_options,
+        iterations=iterations or DEFAULT_ITERATIONS,
+        percentiles=percentile_values,
+    )
+    return jsonable_encoder(report)
+
+
+@router.get(
+    "/projects/{project_id}/scenarios/compare",
+    name="reports.project_scenario_comparison",
+)
+def project_scenario_comparison_report(
+    project: Project = Depends(require_project_resource()),
+    _: User = Depends(require_any_role(*READ_ROLES)),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+    scenario_ids: list[int] = Query(
+        ..., alias="scenario_ids", description="Repeatable scenario identifier."),
+    include: str | None = Query(
+        None,
+        description="Comma-separated include tokens (distribution,samples,all).",
+    ),
+    fmt: str = Query(
+        "json",
+        alias="format",
+        description="Response format (json only for this endpoint).",
+    ),
+    iterations: int | None = Query(
+        None,
+        gt=0,
+        description="Override Monte Carlo iteration count when distribution is included.",
+    ),
+    percentiles: list[float] | None = Query(
+        None,
+        description="Percentiles (0-100) for Monte Carlo summaries when included.",
+    ),
+) -> dict[str, object]:
+    unique_ids = list(dict.fromkeys(scenario_ids))
+    if len(unique_ids) < 2:
+        raise HTTPException(
+            status_code=status.HTTP_422_UNPROCESSABLE_CONTENT,
+            detail="At least two unique scenario_ids must be provided for comparison.",
+        )
+    if fmt.lower() != "json":
+        raise HTTPException(
+            status_code=status.HTTP_406_NOT_ACCEPTABLE,
+            detail="Only JSON responses are supported; use the HTML endpoint for templates.",
+        )
+
+    include_options = parse_include_tokens(include)
+    try:
+        percentile_values = validate_percentiles(percentiles)
+    except ValueError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_422_UNPROCESSABLE_CONTENT,
+            detail=str(exc),
+        ) from exc
+
+    try:
+        scenarios = uow.validate_scenarios_for_comparison(unique_ids)
+    except ScenarioValidationError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_422_UNPROCESSABLE_CONTENT,
+            detail={
+                "code": exc.code,
+                "message": exc.message,
+                "scenario_ids": list(exc.scenario_ids or []),
+            },
+        ) from exc
+    except EntityNotFoundError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_404_NOT_FOUND,
+            detail=str(exc),
+        ) from exc
+
+    if any(scenario.project_id != project.id for scenario in scenarios):
+        raise HTTPException(
+            status_code=status.HTTP_404_NOT_FOUND,
+            detail="One or more scenarios are not associated with this project.",
+        )
+
+    service = ReportingService(uow)
+    report = service.scenario_comparison(
+        project,
+        scenarios,
+        include=include_options,
+        iterations=iterations or DEFAULT_ITERATIONS,
+        percentiles=percentile_values,
+    )
+    return jsonable_encoder(report)
+
+
+@router.get(
+    "/scenarios/{scenario_id}/distribution",
+    name="reports.scenario_distribution",
+)
+def scenario_distribution_report(
+    scenario: Scenario = Depends(require_scenario_resource()),
+    _: User = Depends(require_any_role(*READ_ROLES)),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+    include: str | None = Query(
+        None,
+        description="Comma-separated include tokens (samples,all).",
+    ),
+    fmt: str = Query(
+        "json",
+        alias="format",
+        description="Response format (json only for this endpoint).",
+    ),
+    iterations: int | None = Query(
+        None,
+        gt=0,
+        description="Override Monte Carlo iteration count (default applies otherwise).",
+    ),
+    percentiles: list[float] | None = Query(
+        None,
+        description="Percentiles (0-100) for Monte Carlo summaries.",
+    ),
+) -> dict[str, object]:
+    if fmt.lower() != "json":
+        raise HTTPException(
+            status_code=status.HTTP_406_NOT_ACCEPTABLE,
+            detail="Only JSON responses are supported; use the HTML endpoint for templates.",
+        )
+
+    requested = parse_include_tokens(include)
+    include_options = IncludeOptions(
+        distribution=True, samples=requested.samples)
+
+    try:
+        percentile_values = validate_percentiles(percentiles)
+    except ValueError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_422_UNPROCESSABLE_CONTENT,
+            detail=str(exc),
+        ) from exc
+
+    service = ReportingService(uow)
+    report = service.scenario_distribution(
+        scenario,
+        include=include_options,
+        iterations=iterations or DEFAULT_ITERATIONS,
+        percentiles=percentile_values,
+    )
+    return jsonable_encoder(report)
+
+
+@router.get(
+    "/projects/{project_id}/ui",
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="reports.project_summary_page",
+)
+def project_summary_page(
+    request: Request,
+    project: Project = Depends(require_project_resource_html()),
+    _: User = Depends(require_any_role_html(*READ_ROLES)),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+    include: str | None = Query(
+        None,
+        description="Comma-separated include tokens (distribution,samples,all).",
+    ),
+    scenario_ids: list[int] | None = Query(
+        None,
+        alias="scenario_ids",
+        description="Repeatable scenario identifier filter.",
+    ),
+    start_date: date | None = Query(
+        None,
+        description="Filter scenarios starting on or after this date.",
+    ),
+    end_date: date | None = Query(
+        None,
+        description="Filter scenarios ending on or before this date.",
+    ),
+    iterations: int | None = Query(
+        None,
+        gt=0,
+        description="Override Monte Carlo iteration count when distribution is included.",
+    ),
+    percentiles: list[float] | None = Query(
+        None,
+        description="Percentiles (0-100) for Monte Carlo summaries when included.",
+    ),
+) -> HTMLResponse:
+    include_options = parse_include_tokens(include)
+    try:
+        percentile_values = validate_percentiles(percentiles)
+    except ValueError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_422_UNPROCESSABLE_CONTENT,
+            detail=str(exc),
+        ) from exc
+
+    scenario_filter = ReportFilters(
+        scenario_ids=set(scenario_ids) if scenario_ids else None,
+        start_date=start_date,
+        end_date=end_date,
+    )
+
+    service = ReportingService(uow)
+    context = service.build_project_summary_context(
+        project, scenario_filter, include_options, iterations or DEFAULT_ITERATIONS, percentile_values, request
+    )
+    return templates.TemplateResponse(
+        request,
+        "reports/project_summary.html",
+        context,
+    )
+
+
+@router.get(
+    "/projects/{project_id}/scenarios/compare/ui",
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="reports.project_scenario_comparison_page",
+)
+def project_scenario_comparison_page(
+    request: Request,
+    project: Project = Depends(require_project_resource_html()),
+    _: User = Depends(require_any_role_html(*READ_ROLES)),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+    scenario_ids: list[int] = Query(
+        ..., alias="scenario_ids", description="Repeatable scenario identifier."),
+    include: str | None = Query(
+        None,
+        description="Comma-separated include tokens (distribution,samples,all).",
+    ),
+    iterations: int | None = Query(
+        None,
+        gt=0,
+        description="Override Monte Carlo iteration count when distribution is included.",
+    ),
+    percentiles: list[float] | None = Query(
+        None,
+        description="Percentiles (0-100) for Monte Carlo summaries when included.",
+    ),
+) -> HTMLResponse:
+    unique_ids = list(dict.fromkeys(scenario_ids))
+    if len(unique_ids) < 2:
+        raise HTTPException(
+            status_code=status.HTTP_422_UNPROCESSABLE_CONTENT,
+            detail="At least two unique scenario_ids must be provided for comparison.",
+        )
+
+    include_options = parse_include_tokens(include)
+    try:
+        percentile_values = validate_percentiles(percentiles)
+    except ValueError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_422_UNPROCESSABLE_CONTENT,
+            detail=str(exc),
+        ) from exc
+
+    try:
+        scenarios = uow.validate_scenarios_for_comparison(unique_ids)
+    except ScenarioValidationError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_422_UNPROCESSABLE_CONTENT,
+            detail={
+                "code": exc.code,
+                "message": exc.message,
+                "scenario_ids": list(exc.scenario_ids or []),
+            },
+        ) from exc
+    except EntityNotFoundError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_404_NOT_FOUND,
+            detail=str(exc),
+        ) from exc
+
+    if any(scenario.project_id != project.id for scenario in scenarios):
+        raise HTTPException(
+            status_code=status.HTTP_404_NOT_FOUND,
+            detail="One or more scenarios are not associated with this project.",
+        )
+
+    service = ReportingService(uow)
+    context = service.build_scenario_comparison_context(
+        project, scenarios, include_options, iterations or DEFAULT_ITERATIONS, percentile_values, request
+    )
+    return templates.TemplateResponse(
+        request,
+        "reports/scenario_comparison.html",
+        context,
+    )
+
+
+@router.get(
+    "/scenarios/{scenario_id}/distribution/ui",
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="reports.scenario_distribution_page",
+)
+def scenario_distribution_page(
+    request: Request,
+    _: User = Depends(require_any_role_html(*READ_ROLES)),
+    scenario: Scenario = Depends(
+        require_scenario_resource_html()
+    ),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+    include: str | None = Query(
+        None,
+        description="Comma-separated include tokens (samples,all).",
+    ),
+    iterations: int | None = Query(
+        None,
+        gt=0,
+        description="Override Monte Carlo iteration count (default applies otherwise).",
+    ),
+    percentiles: list[float] | None = Query(
+        None,
+        description="Percentiles (0-100) for Monte Carlo summaries.",
+    ),
+) -> HTMLResponse:
+    requested = parse_include_tokens(include)
+    include_options = IncludeOptions(
+        distribution=True, samples=requested.samples)
+
+    try:
+        percentile_values = validate_percentiles(percentiles)
+    except ValueError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_422_UNPROCESSABLE_CONTENT,
+            detail=str(exc),
+        ) from exc
+
+    service = ReportingService(uow)
+    context = service.build_scenario_distribution_context(
+        scenario, include_options, iterations or DEFAULT_ITERATIONS, percentile_values, request
+    )
+    return templates.TemplateResponse(
+        request,
+        "reports/scenario_distribution.html",
+        context,
+    )

routes/scenarios.py

@@ -1,42 +1,656 @@
-from datetime import datetime
-from typing import Optional
+from __future__ import annotations
 
-from fastapi import APIRouter, Depends, HTTPException
-from pydantic import BaseModel, ConfigDict
-from sqlalchemy.orm import Session
+from datetime import date
+from types import SimpleNamespace
+from typing import List
 
-from models.scenario import Scenario
-from routes.dependencies import get_db
+from fastapi import APIRouter, Depends, Form, HTTPException, Request, status
+from fastapi.responses import HTMLResponse, RedirectResponse
 
-router = APIRouter(prefix="/api/scenarios", tags=["scenarios"])
+from dependencies import (
+    get_pricing_metadata,
+    get_unit_of_work,
+    require_any_role,
+    require_any_role_html,
+    require_roles,
+    require_roles_html,
+    require_scenario_resource,
+    require_scenario_resource_html,
+)
+from models import ResourceType, Scenario, ScenarioStatus, User
+from schemas.scenario import (
+    ScenarioComparisonRequest,
+    ScenarioComparisonResponse,
+    ScenarioCreate,
+    ScenarioRead,
+    ScenarioUpdate,
+)
+from services.currency import CurrencyValidationError, normalise_currency
+from services.exceptions import (
+    EntityConflictError,
+    EntityNotFoundError,
+    ScenarioValidationError,
+)
+from services.pricing import PricingMetadata
+from services.unit_of_work import UnitOfWork
+from routes.template_filters import create_templates
 
-# Pydantic schemas
+router = APIRouter(tags=["Scenarios"])
+templates = create_templates()
+
+READ_ROLES = ("viewer", "analyst", "project_manager", "admin")
+MANAGE_ROLES = ("project_manager", "admin")
 
 
-class ScenarioCreate(BaseModel):
-    name: str
-    description: Optional[str] = None
+def _to_read_model(scenario: Scenario) -> ScenarioRead:
+    return ScenarioRead.model_validate(scenario)
 
 
-class ScenarioRead(ScenarioCreate):
-    id: int
-    created_at: datetime
-    updated_at: Optional[datetime] = None
-    model_config = ConfigDict(from_attributes=True)
+def _resource_type_choices() -> list[tuple[str, str]]:
+    return [
+        (resource.value, resource.value.replace("_", " ").title())
+        for resource in ResourceType
+    ]
 
 
-@router.post("/", response_model=ScenarioRead)
-def create_scenario(scenario: ScenarioCreate, db: Session = Depends(get_db)):
-    db_s = db.query(Scenario).filter(Scenario.name == scenario.name).first()
-    if db_s:
-        raise HTTPException(status_code=400, detail="Scenario already exists")
-    new_s = Scenario(name=scenario.name, description=scenario.description)
-    db.add(new_s)
-    db.commit()
-    db.refresh(new_s)
-    return new_s
+def _scenario_status_choices() -> list[tuple[str, str]]:
+    return [
+        (status.value, status.value.title()) for status in ScenarioStatus
+    ]
 
 
-@router.get("/", response_model=list[ScenarioRead])
-def list_scenarios(db: Session = Depends(get_db)):
-    return db.query(Scenario).all()
+def _require_project_repo(uow: UnitOfWork):
+    if not uow.projects:
+        raise RuntimeError("Project repository not initialised")
+    return uow.projects
+
+
+def _require_scenario_repo(uow: UnitOfWork):
+    if not uow.scenarios:
+        raise RuntimeError("Scenario repository not initialised")
+    return uow.scenarios
+
+
+@router.get(
+    "/projects/{project_id}/scenarios",
+    response_model=List[ScenarioRead],
+)
+def list_scenarios_for_project(
+    project_id: int,
+    _: User = Depends(require_any_role(*READ_ROLES)),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+) -> List[ScenarioRead]:
+    project_repo = _require_project_repo(uow)
+    scenario_repo = _require_scenario_repo(uow)
+    try:
+        project_repo.get(project_id)
+    except EntityNotFoundError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_404_NOT_FOUND, detail=str(exc)) from exc
+
+    scenarios = scenario_repo.list_for_project(project_id)
+    return [_to_read_model(scenario) for scenario in scenarios]
+
+
+@router.post(
+    "/projects/{project_id}/scenarios/compare",
+    response_model=ScenarioComparisonResponse,
+    status_code=status.HTTP_200_OK,
+)
+def compare_scenarios(
+    project_id: int,
+    payload: ScenarioComparisonRequest,
+    _: User = Depends(require_any_role(*READ_ROLES)),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+) -> ScenarioComparisonResponse:
+    try:
+        _require_project_repo(uow).get(project_id)
+    except EntityNotFoundError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_404_NOT_FOUND, detail=str(exc)
+        ) from exc
+
+    try:
+        scenarios = uow.validate_scenarios_for_comparison(payload.scenario_ids)
+        if any(scenario.project_id != project_id for scenario in scenarios):
+            raise ScenarioValidationError(
+                code="SCENARIO_PROJECT_MISMATCH",
+                message="Selected scenarios do not belong to the same project.",
+                scenario_ids=[
+                    scenario.id for scenario in scenarios if scenario.id is not None
+                ],
+            )
+    except EntityNotFoundError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_404_NOT_FOUND, detail=str(exc)
+        ) from exc
+    except ScenarioValidationError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_422_UNPROCESSABLE_CONTENT,
+            detail={
+                "code": exc.code,
+                "message": exc.message,
+                "scenario_ids": list(exc.scenario_ids or []),
+            },
+        ) from exc
+
+    return ScenarioComparisonResponse(
+        project_id=project_id,
+        scenarios=[_to_read_model(scenario) for scenario in scenarios],
+    )
+
+
+@router.post(
+    "/projects/{project_id}/scenarios",
+    response_model=ScenarioRead,
+    status_code=status.HTTP_201_CREATED,
+)
+def create_scenario_for_project(
+    project_id: int,
+    payload: ScenarioCreate,
+    _: User = Depends(require_roles(*MANAGE_ROLES)),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+    metadata: PricingMetadata = Depends(get_pricing_metadata),
+) -> ScenarioRead:
+    project_repo = _require_project_repo(uow)
+    scenario_repo = _require_scenario_repo(uow)
+    try:
+        project_repo.get(project_id)
+    except EntityNotFoundError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_404_NOT_FOUND, detail=str(exc)) from exc
+
+    scenario_data = payload.model_dump()
+    if not scenario_data.get("currency") and metadata.default_currency:
+        scenario_data["currency"] = metadata.default_currency
+    scenario = Scenario(project_id=project_id, **scenario_data)
+
+    try:
+        created = scenario_repo.create(scenario)
+    except EntityConflictError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_409_CONFLICT, detail=str(exc)) from exc
+    return _to_read_model(created)
+
+
+@router.get(
+    "/projects/{project_id}/scenarios/ui",
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="scenarios.project_scenario_list",
+)
+def project_scenario_list_page(
+    project_id: int,
+    request: Request,
+    _: User = Depends(require_any_role_html(*READ_ROLES)),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+) -> HTMLResponse:
+    try:
+        project = _require_project_repo(uow).get(
+            project_id, with_children=True)
+    except EntityNotFoundError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_404_NOT_FOUND, detail=str(exc)
+        ) from exc
+
+    scenarios = sorted(
+        project.scenarios,
+        key=lambda scenario: scenario.updated_at or scenario.created_at,
+        reverse=True,
+    )
+    scenario_totals = {
+        "total": len(scenarios),
+        "active": sum(
+            1 for scenario in scenarios if scenario.status == ScenarioStatus.ACTIVE
+        ),
+        "draft": sum(
+            1 for scenario in scenarios if scenario.status == ScenarioStatus.DRAFT
+        ),
+        "archived": sum(
+            1 for scenario in scenarios if scenario.status == ScenarioStatus.ARCHIVED
+        ),
+        "latest_update": max(
+            (
+                scenario.updated_at or scenario.created_at
+                for scenario in scenarios
+                if scenario.updated_at or scenario.created_at
+            ),
+            default=None,
+        ),
+    }
+
+    return templates.TemplateResponse(
+        request,
+        "scenarios/list.html",
+        {
+            "project": project,
+            "scenarios": scenarios,
+            "scenario_totals": scenario_totals,
+        },
+    )
+
+
+@router.get("/scenarios/{scenario_id}", response_model=ScenarioRead)
+def get_scenario(
+    scenario: Scenario = Depends(require_scenario_resource()),
+) -> ScenarioRead:
+    return _to_read_model(scenario)
+
+
+@router.put("/scenarios/{scenario_id}", response_model=ScenarioRead)
+def update_scenario(
+    payload: ScenarioUpdate,
+    scenario: Scenario = Depends(
+        require_scenario_resource(require_manage=True)
+    ),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+) -> ScenarioRead:
+    update_data = payload.model_dump(exclude_unset=True)
+    for field, value in update_data.items():
+        setattr(scenario, field, value)
+
+    uow.flush()
+    return _to_read_model(scenario)
+
+
+@router.delete("/scenarios/{scenario_id}", status_code=status.HTTP_204_NO_CONTENT)
+def delete_scenario(
+    scenario: Scenario = Depends(
+        require_scenario_resource(require_manage=True)
+    ),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+) -> None:
+    _require_scenario_repo(uow).delete(scenario.id)
+
+
+def _normalise(value: str | None) -> str | None:
+    if value is None:
+        return None
+    value = value.strip()
+    return value or None
+
+
+def _parse_date(value: str | None) -> date | None:
+    value = _normalise(value)
+    if not value:
+        return None
+    return date.fromisoformat(value)
+
+
+def _parse_discount_rate(value: str | None) -> float | None:
+    value = _normalise(value)
+    if not value:
+        return None
+    try:
+        return float(value)
+    except ValueError:
+        return None
+
+
+def _scenario_form_state(
+    *,
+    project_id: int,
+    name: str,
+    description: str | None,
+    status: ScenarioStatus,
+    start_date: date | None,
+    end_date: date | None,
+    discount_rate: float | None,
+    currency: str | None,
+    primary_resource: ResourceType | None,
+    scenario_id: int | None = None,
+) -> SimpleNamespace:
+    return SimpleNamespace(
+        id=scenario_id,
+        project_id=project_id,
+        name=name,
+        description=description,
+        status=status,
+        start_date=start_date,
+        end_date=end_date,
+        discount_rate=discount_rate,
+        currency=currency,
+        primary_resource=primary_resource,
+    )
+
+
+@router.get(
+    "/projects/{project_id}/scenarios/new",
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="scenarios.create_scenario_form",
+)
+def create_scenario_form(
+    project_id: int,
+    request: Request,
+    _: User = Depends(require_roles_html(*MANAGE_ROLES)),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+    metadata: PricingMetadata = Depends(get_pricing_metadata),
+) -> HTMLResponse:
+    try:
+        project = _require_project_repo(uow).get(project_id)
+    except EntityNotFoundError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_404_NOT_FOUND, detail=str(exc)
+        ) from exc
+
+    return templates.TemplateResponse(
+        request,
+        "scenarios/form.html",
+        {
+            "project": project,
+            "scenario": None,
+            "scenario_statuses": _scenario_status_choices(),
+            "resource_types": _resource_type_choices(),
+            "form_action": request.url_for(
+                "scenarios.create_scenario_submit", project_id=project_id
+            ),
+            "cancel_url": request.url_for(
+                "projects.view_project", project_id=project_id
+            ),
+            "default_currency": metadata.default_currency,
+        },
+    )
+
+
+@router.post(
+    "/projects/{project_id}/scenarios/new",
+    include_in_schema=False,
+    name="scenarios.create_scenario_submit",
+)
+def create_scenario_submit(
+    project_id: int,
+    request: Request,
+    _: User = Depends(require_roles_html(*MANAGE_ROLES)),
+    name: str = Form(...),
+    description: str | None = Form(None),
+    status_value: str = Form(ScenarioStatus.DRAFT.value),
+    start_date: str | None = Form(None),
+    end_date: str | None = Form(None),
+    discount_rate: str | None = Form(None),
+    currency: str | None = Form(None),
+    primary_resource: str | None = Form(None),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+    metadata: PricingMetadata = Depends(get_pricing_metadata),
+):
+    project_repo = _require_project_repo(uow)
+    scenario_repo = _require_scenario_repo(uow)
+    try:
+        project = project_repo.get(project_id)
+    except EntityNotFoundError as exc:
+        raise HTTPException(
+            status_code=status.HTTP_404_NOT_FOUND, detail=str(exc)
+        ) from exc
+
+    try:
+        status_enum = ScenarioStatus(status_value)
+    except ValueError:
+        status_enum = ScenarioStatus.DRAFT
+
+    resource_enum = None
+    if primary_resource:
+        try:
+            resource_enum = ResourceType(primary_resource)
+        except ValueError:
+            resource_enum = None
+
+    name_value = name.strip()
+    description_value = _normalise(description)
+    start_date_value = _parse_date(start_date)
+    end_date_value = _parse_date(end_date)
+    discount_rate_value = _parse_discount_rate(discount_rate)
+    currency_input = _normalise(currency)
+    effective_currency = currency_input or metadata.default_currency
+
+    try:
+        currency_value = (
+            normalise_currency(effective_currency)
+            if effective_currency else None
+        )
+    except CurrencyValidationError as exc:
+        form_state = _scenario_form_state(
+            project_id=project_id,
+            name=name_value,
+            description=description_value,
+            status=status_enum,
+            start_date=start_date_value,
+            end_date=end_date_value,
+            discount_rate=discount_rate_value,
+            currency=currency_input or metadata.default_currency,
+            primary_resource=resource_enum,
+        )
+        return templates.TemplateResponse(
+            request,
+            "scenarios/form.html",
+            {
+                "project": project,
+                "scenario": form_state,
+                "scenario_statuses": _scenario_status_choices(),
+                "resource_types": _resource_type_choices(),
+                "form_action": request.url_for(
+                    "scenarios.create_scenario_submit", project_id=project_id
+                ),
+                "cancel_url": request.url_for(
+                    "projects.view_project", project_id=project_id
+                ),
+                "error": str(exc),
+                "error_field": "currency",
+                "default_currency": metadata.default_currency,
+            },
+            status_code=status.HTTP_400_BAD_REQUEST,
+        )
+
+    scenario = Scenario(
+        project_id=project_id,
+        name=name_value,
+        description=description_value,
+        status=status_enum,
+        start_date=start_date_value,
+        end_date=end_date_value,
+        discount_rate=discount_rate_value,
+        currency=currency_value,
+        primary_resource=resource_enum,
+    )
+
+    try:
+        scenario_repo.create(scenario)
+    except EntityConflictError:
+        return templates.TemplateResponse(
+            request,
+            "scenarios/form.html",
+            {
+                "project": project,
+                "scenario": scenario,
+                "scenario_statuses": _scenario_status_choices(),
+                "resource_types": _resource_type_choices(),
+                "form_action": request.url_for(
+                    "scenarios.create_scenario_submit", project_id=project_id
+                ),
+                "cancel_url": request.url_for(
+                    "projects.view_project", project_id=project_id
+                ),
+                "error": "Scenario with this name already exists for this project.",
+                "error_field": "name",
+                "default_currency": metadata.default_currency,
+            },
+            status_code=status.HTTP_409_CONFLICT,
+        )
+
+    return RedirectResponse(
+        request.url_for("projects.view_project", project_id=project_id),
+        status_code=status.HTTP_303_SEE_OTHER,
+    )
+
+
+@router.get(
+    "/scenarios/{scenario_id}/view",
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="scenarios.view_scenario",
+)
+def view_scenario(
+    request: Request,
+    _: User = Depends(require_any_role_html(*READ_ROLES)),
+    scenario: Scenario = Depends(
+        require_scenario_resource_html(with_children=True)
+    ),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+) -> HTMLResponse:
+    project = _require_project_repo(uow).get(scenario.project_id)
+    financial_inputs = sorted(
+        scenario.financial_inputs, key=lambda item: item.created_at
+    )
+    simulation_parameters = sorted(
+        scenario.simulation_parameters, key=lambda item: item.created_at
+    )
+
+    scenario_metrics = {
+        "financial_count": len(financial_inputs),
+        "parameter_count": len(simulation_parameters),
+        "currency": scenario.currency,
+        "primary_resource": scenario.primary_resource.value.replace('_', ' ').title() if scenario.primary_resource else None,
+    }
+
+    return templates.TemplateResponse(
+        request,
+        "scenarios/detail.html",
+        {
+            "project": project,
+            "scenario": scenario,
+            "scenario_metrics": scenario_metrics,
+            "financial_inputs": financial_inputs,
+            "simulation_parameters": simulation_parameters,
+        },
+    )
+
+
+@router.get(
+    "/scenarios/{scenario_id}/edit",
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="scenarios.edit_scenario_form",
+)
+def edit_scenario_form(
+    request: Request,
+    _: User = Depends(require_roles_html(*MANAGE_ROLES)),
+    scenario: Scenario = Depends(
+        require_scenario_resource_html(require_manage=True)
+    ),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+    metadata: PricingMetadata = Depends(get_pricing_metadata),
+) -> HTMLResponse:
+    project = _require_project_repo(uow).get(scenario.project_id)
+
+    return templates.TemplateResponse(
+        request,
+        "scenarios/form.html",
+        {
+            "project": project,
+            "scenario": scenario,
+            "scenario_statuses": _scenario_status_choices(),
+            "resource_types": _resource_type_choices(),
+            "form_action": request.url_for(
+                "scenarios.edit_scenario_submit", scenario_id=scenario.id
+            ),
+            "cancel_url": request.url_for(
+                "scenarios.view_scenario", scenario_id=scenario.id
+            ),
+            "default_currency": metadata.default_currency,
+        },
+    )
+
+
+@router.post(
+    "/scenarios/{scenario_id}/edit",
+    include_in_schema=False,
+    name="scenarios.edit_scenario_submit",
+)
+def edit_scenario_submit(
+    request: Request,
+    _: User = Depends(require_roles_html(*MANAGE_ROLES)),
+    scenario: Scenario = Depends(
+        require_scenario_resource_html(require_manage=True)
+    ),
+    name: str = Form(...),
+    description: str | None = Form(None),
+    status_value: str = Form(ScenarioStatus.DRAFT.value),
+    start_date: str | None = Form(None),
+    end_date: str | None = Form(None),
+    discount_rate: str | None = Form(None),
+    currency: str | None = Form(None),
+    primary_resource: str | None = Form(None),
+    uow: UnitOfWork = Depends(get_unit_of_work),
+    metadata: PricingMetadata = Depends(get_pricing_metadata),
+):
+    project = _require_project_repo(uow).get(scenario.project_id)
+
+    name_value = name.strip()
+    description_value = _normalise(description)
+    try:
+        scenario.status = ScenarioStatus(status_value)
+    except ValueError:
+        scenario.status = ScenarioStatus.DRAFT
+    status_enum = scenario.status
+
+    resource_enum = None
+    if primary_resource:
+        try:
+            resource_enum = ResourceType(primary_resource)
+        except ValueError:
+            resource_enum = None
+
+    start_date_value = _parse_date(start_date)
+    end_date_value = _parse_date(end_date)
+    discount_rate_value = _parse_discount_rate(discount_rate)
+    currency_input = _normalise(currency)
+
+    try:
+        currency_value = normalise_currency(currency_input)
+    except CurrencyValidationError as exc:
+        form_state = _scenario_form_state(
+            scenario_id=scenario.id,
+            project_id=scenario.project_id,
+            name=name_value,
+            description=description_value,
+            status=status_enum,
+            start_date=start_date_value,
+            end_date=end_date_value,
+            discount_rate=discount_rate_value,
+            currency=currency_input,
+            primary_resource=resource_enum,
+        )
+        return templates.TemplateResponse(
+            request,
+            "scenarios/form.html",
+            {
+                "project": project,
+                "scenario": form_state,
+                "scenario_statuses": _scenario_status_choices(),
+                "resource_types": _resource_type_choices(),
+                "form_action": request.url_for(
+                    "scenarios.edit_scenario_submit", scenario_id=scenario.id
+                ),
+                "cancel_url": request.url_for(
+                    "scenarios.view_scenario", scenario_id=scenario.id
+                ),
+                "error": str(exc),
+                "error_field": "currency",
+                "default_currency": metadata.default_currency,
+            },
+            status_code=status.HTTP_400_BAD_REQUEST,
+        )
+
+    scenario.name = name_value
+    scenario.description = description_value
+    scenario.start_date = start_date_value
+    scenario.end_date = end_date_value
+    scenario.discount_rate = discount_rate_value
+    scenario.currency = currency_value
+    scenario.primary_resource = resource_enum
+
+    uow.flush()
+
+    return RedirectResponse(
+        request.url_for("scenarios.view_scenario", scenario_id=scenario.id),
+        status_code=status.HTTP_303_SEE_OTHER,
+    )

routes/settings.py

@@ -1,110 +0,0 @@
-from typing import Dict, List
-
-from fastapi import APIRouter, Depends, HTTPException, status
-from pydantic import BaseModel, Field, model_validator
-from sqlalchemy.orm import Session
-
-from routes.dependencies import get_db
-from services.settings import (
-    CSS_COLOR_DEFAULTS,
-    get_css_color_settings,
-    list_css_env_override_rows,
-    read_css_color_env_overrides,
-    update_css_color_settings,
-    get_theme_settings,
-    save_theme_settings,
-)
-
-router = APIRouter(prefix="/api/settings", tags=["Settings"])
-
-
-class CSSSettingsPayload(BaseModel):
-    variables: Dict[str, str] = Field(default_factory=dict)
-
-    @model_validator(mode="after")
-    def _validate_allowed_keys(self) -> "CSSSettingsPayload":
-        invalid = set(self.variables.keys()) - set(CSS_COLOR_DEFAULTS.keys())
-        if invalid:
-            invalid_keys = ", ".join(sorted(invalid))
-            raise ValueError(
-                f"Unsupported CSS variables: {invalid_keys}."
-                " Accepted keys align with the default theme variables."
-            )
-        return self
-
-
-class EnvOverride(BaseModel):
-    css_key: str
-    env_var: str
-    value: str
-
-
-class CSSSettingsResponse(BaseModel):
-    variables: Dict[str, str]
-    env_overrides: Dict[str, str] = Field(default_factory=dict)
-    env_sources: List[EnvOverride] = Field(default_factory=list)
-
-
-@router.get("/css", response_model=CSSSettingsResponse)
-def read_css_settings(db: Session = Depends(get_db)) -> CSSSettingsResponse:
-    try:
-        values = get_css_color_settings(db)
-        env_overrides = read_css_color_env_overrides()
-        env_sources = [
-            EnvOverride(**row) for row in list_css_env_override_rows()
-        ]
-    except ValueError as exc:
-        raise HTTPException(
-            status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
-            detail=str(exc),
-        ) from exc
-    return CSSSettingsResponse(
-        variables=values,
-        env_overrides=env_overrides,
-        env_sources=env_sources,
-    )
-
-
-@router.put(
-    "/css", response_model=CSSSettingsResponse, status_code=status.HTTP_200_OK
-)
-def update_css_settings(
-    payload: CSSSettingsPayload, db: Session = Depends(get_db)
-) -> CSSSettingsResponse:
-    try:
-        values = update_css_color_settings(db, payload.variables)
-        env_overrides = read_css_color_env_overrides()
-        env_sources = [
-            EnvOverride(**row) for row in list_css_env_override_rows()
-        ]
-    except ValueError as exc:
-        raise HTTPException(
-            status_code=status.HTTP_422_UNPROCESSABLE_CONTENT,
-            detail=str(exc),
-        ) from exc
-    return CSSSettingsResponse(
-        variables=values,
-        env_overrides=env_overrides,
-        env_sources=env_sources,
-    )
-
-
-class ThemeSettings(BaseModel):
-    theme_name: str
-    primary_color: str
-    secondary_color: str
-    accent_color: str
-    background_color: str
-    text_color: str
-
-
-@router.post("/theme")
-async def update_theme(theme_data: ThemeSettings, db: Session = Depends(get_db)):
-    data_dict = theme_data.model_dump()
-    save_theme_settings(db, data_dict)
-    return {"message": "Theme updated", "theme": data_dict}
-
-
-@router.get("/theme")
-async def get_theme(db: Session = Depends(get_db)):
-    return get_theme_settings(db)

routes/simulations.py

@@ -1,126 +0,0 @@
-from typing import Dict, List, Optional
-
-from fastapi import APIRouter, Depends, HTTPException, status
-from pydantic import BaseModel, PositiveInt
-from sqlalchemy.orm import Session
-
-from models.parameters import Parameter
-from models.scenario import Scenario
-from models.simulation_result import SimulationResult
-from routes.dependencies import get_db
-from services.reporting import generate_report
-from services.simulation import run_simulation
-
-router = APIRouter(prefix="/api/simulations", tags=["Simulations"])
-
-
-class SimulationParameterInput(BaseModel):
-    name: str
-    value: float
-    distribution: Optional[str] = "normal"
-    std_dev: Optional[float] = None
-    min: Optional[float] = None
-    max: Optional[float] = None
-    mode: Optional[float] = None
-
-
-class SimulationRunRequest(BaseModel):
-    scenario_id: int
-    iterations: PositiveInt = 1000
-    parameters: Optional[List[SimulationParameterInput]] = None
-    seed: Optional[int] = None
-
-
-class SimulationResultItem(BaseModel):
-    iteration: int
-    result: float
-
-
-class SimulationRunResponse(BaseModel):
-    scenario_id: int
-    iterations: int
-    results: List[SimulationResultItem]
-    summary: Dict[str, float | int]
-
-
-def _load_parameters(
-    db: Session, scenario_id: int
-) -> List[SimulationParameterInput]:
-    db_params = (
-        db.query(Parameter)
-        .filter(Parameter.scenario_id == scenario_id)
-        .order_by(Parameter.id)
-        .all()
-    )
-    return [
-        SimulationParameterInput(
-            name=item.name,
-            value=item.value,
-        )
-        for item in db_params
-    ]
-
-
-@router.post("/run", response_model=SimulationRunResponse)
-async def simulate(
-    payload: SimulationRunRequest, db: Session = Depends(get_db)
-):
-    scenario = (
-        db.query(Scenario).filter(Scenario.id == payload.scenario_id).first()
-    )
-    if scenario is None:
-        raise HTTPException(
-            status_code=status.HTTP_404_NOT_FOUND,
-            detail="Scenario not found",
-        )
-
-    parameters = payload.parameters or _load_parameters(db, payload.scenario_id)
-    if not parameters:
-        raise HTTPException(
-            status_code=status.HTTP_400_BAD_REQUEST,
-            detail="No parameters provided",
-        )
-
-    raw_results = run_simulation(
-        [param.model_dump(exclude_none=True) for param in parameters],
-        iterations=payload.iterations,
-        seed=payload.seed,
-    )
-
-    if not raw_results:
-        raise HTTPException(
-            status_code=status.HTTP_400_BAD_REQUEST,
-            detail="Simulation produced no results",
-        )
-
-    # Persist results (replace existing values for scenario)
-    db.query(SimulationResult).filter(
-        SimulationResult.scenario_id == payload.scenario_id
-    ).delete()
-    db.bulk_save_objects(
-        [
-            SimulationResult(
-                scenario_id=payload.scenario_id,
-                iteration=item["iteration"],
-                result=item["result"],
-            )
-            for item in raw_results
-        ]
-    )
-    db.commit()
-
-    summary = generate_report(raw_results)
-
-    response = SimulationRunResponse(
-        scenario_id=payload.scenario_id,
-        iterations=payload.iterations,
-        results=[
-            SimulationResultItem(
-                iteration=int(item["iteration"]),
-                result=float(item["result"]),
-            )
-            for item in raw_results
-        ],
-        summary=summary,
-    )
-    return response

routes/template_filters.py

@@ -0,0 +1,147 @@
+from __future__ import annotations
+
+import logging
+from datetime import datetime, timezone
+from typing import Any
+
+from fastapi import Request
+from fastapi.templating import Jinja2Templates
+
+from services.navigation import NavigationService
+from services.session import AuthSession
+from services.unit_of_work import UnitOfWork
+
+
+logger = logging.getLogger(__name__)
+
+
+def format_datetime(value: Any) -> str:
+    """Render datetime values consistently for templates."""
+    if not isinstance(value, datetime):
+        return ""
+    if value.tzinfo is None:
+        value = value.replace(tzinfo=timezone.utc)
+    return value.strftime("%Y-%m-%d %H:%M UTC")
+
+
+def currency_display(value: Any, currency_code: str | None) -> str:
+    """Format numeric values with currency context."""
+    if value is None:
+        return "—"
+    if isinstance(value, (int, float)):
+        formatted_value = f"{value:,.2f}"
+    else:
+        formatted_value = str(value)
+    if currency_code:
+        return f"{currency_code} {formatted_value}"
+    return formatted_value
+
+
+def format_metric(value: Any, metric_name: str, currency_code: str | None = None) -> str:
+    """Format metrics according to their semantic type."""
+    if value is None:
+        return "—"
+
+    currency_metrics = {
+        "npv",
+        "inflows",
+        "outflows",
+        "net",
+        "total_inflows",
+        "total_outflows",
+        "total_net",
+    }
+    if metric_name in currency_metrics and currency_code:
+        return currency_display(value, currency_code)
+
+    percentage_metrics = {"irr", "payback_period"}
+    if metric_name in percentage_metrics:
+        if isinstance(value, (int, float)):
+            return f"{value:.2f}%"
+        return f"{value}%"
+
+    if isinstance(value, (int, float)):
+        return f"{value:,.2f}"
+
+    return str(value)
+
+
+def percentage_display(value: Any) -> str:
+    """Format numeric values as percentages."""
+    if value is None:
+        return "—"
+    if isinstance(value, (int, float)):
+        return f"{value:.2f}%"
+    return f"{value}%"
+
+
+def period_display(value: Any) -> str:
+    """Format period values in years."""
+    if value is None:
+        return "—"
+    if isinstance(value, (int, float)):
+        if value == int(value):
+            return f"{int(value)} years"
+        return f"{value:.1f} years"
+    return str(value)
+
+
+def register_common_filters(templates: Jinja2Templates) -> None:
+    templates.env.filters["format_datetime"] = format_datetime
+    templates.env.filters["currency_display"] = currency_display
+    templates.env.filters["format_metric"] = format_metric
+    templates.env.filters["percentage_display"] = percentage_display
+    templates.env.filters["period_display"] = period_display
+
+
+def _sidebar_navigation_for_request(request: Request | None):
+    if request is None:
+        return None
+
+    cached = getattr(request.state, "_navigation_sidebar_dto", None)
+    if cached is not None:
+        return cached
+
+    session_context = getattr(request.state, "auth_session", None)
+    if isinstance(session_context, AuthSession):
+        session = session_context
+    else:
+        session = AuthSession.anonymous()
+
+    try:
+        with UnitOfWork() as uow:
+            if not uow.navigation:
+                logger.debug("Navigation repository unavailable for sidebar rendering")
+                sidebar_dto = None
+            else:
+                service = NavigationService(uow.navigation)
+                sidebar_dto = service.build_sidebar(session=session, request=request)
+    except Exception:  # pragma: no cover - defensive fallback for templates
+        logger.exception("Failed to build sidebar navigation during template render")
+        sidebar_dto = None
+
+    setattr(request.state, "_navigation_sidebar_dto", sidebar_dto)
+    return sidebar_dto
+
+
+def register_navigation_globals(templates: Jinja2Templates) -> None:
+    templates.env.globals["get_sidebar_navigation"] = _sidebar_navigation_for_request
+
+
+def create_templates() -> Jinja2Templates:
+    templates = Jinja2Templates(directory="templates")
+    register_common_filters(templates)
+    register_navigation_globals(templates)
+    return templates
+
+
+__all__ = [
+    "format_datetime",
+    "currency_display",
+    "format_metric",
+    "percentage_display",
+    "period_display",
+    "register_common_filters",
+    "register_navigation_globals",
+    "create_templates",
+]

routes/ui.py

@@ -1,784 +1,109 @@
-from collections import defaultdict
-from datetime import datetime, timezone
-from typing import Any, Dict, Optional
+from __future__ import annotations
 
 from fastapi import APIRouter, Depends, Request
-from fastapi.responses import HTMLResponse, JSONResponse
-from fastapi.templating import Jinja2Templates
-from sqlalchemy.orm import Session
+from fastapi.responses import HTMLResponse
 
-from models.capex import Capex
-from models.consumption import Consumption
-from models.equipment import Equipment
-from models.maintenance import Maintenance
-from models.opex import Opex
-from models.parameters import Parameter
-from models.production_output import ProductionOutput
-from models.scenario import Scenario
-from models.simulation_result import SimulationResult
-from routes.dependencies import get_db
-from services.reporting import generate_report
-from models.currency import Currency
-from routes.currencies import DEFAULT_CURRENCY_CODE, _ensure_default_currency
-from services.settings import (
-    CSS_COLOR_DEFAULTS,
-    get_css_color_settings,
-    list_css_env_override_rows,
-    read_css_color_env_overrides,
+from dependencies import require_any_role_html, require_roles_html
+from models import User
+from routes.template_filters import create_templates
+
+router = APIRouter(tags=["UI"])
+templates = create_templates()
+
+READ_ROLES = ("viewer", "analyst", "project_manager", "admin")
+MANAGE_ROLES = ("project_manager", "admin")
+
+
+@router.get(
+    "/ui/simulations",
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="ui.simulations",
 )
-
-
-CURRENCY_CHOICES: list[Dict[str, Any]] = [
-    {"id": "USD", "name": "US Dollar (USD)"},
-    {"id": "EUR", "name": "Euro (EUR)"},
-    {"id": "CLP", "name": "Chilean Peso (CLP)"},
-    {"id": "RMB", "name": "Chinese Yuan (RMB)"},
-    {"id": "GBP", "name": "British Pound (GBP)"},
-    {"id": "CAD", "name": "Canadian Dollar (CAD)"},
-    {"id": "AUD", "name": "Australian Dollar (AUD)"},
-]
-
-MEASUREMENT_UNITS: list[Dict[str, Any]] = [
-    {"id": "tonnes", "name": "Tonnes", "symbol": "t"},
-    {"id": "kilograms", "name": "Kilograms", "symbol": "kg"},
-    {"id": "pounds", "name": "Pounds", "symbol": "lb"},
-    {"id": "liters", "name": "Liters", "symbol": "L"},
-    {"id": "cubic_meters", "name": "Cubic Meters", "symbol": "m3"},
-    {"id": "kilowatt_hours", "name": "Kilowatt Hours", "symbol": "kWh"},
-]
-
-router = APIRouter()
-
-# Set up Jinja2 templates directory
-templates = Jinja2Templates(directory="templates")
-
-
-def _context(
-    request: Request, extra: Optional[Dict[str, Any]] = None
-) -> Dict[str, Any]:
-    payload: Dict[str, Any] = {
-        "request": request,
-        "current_year": datetime.now(timezone.utc).year,
-    }
-    if extra:
-        payload.update(extra)
-    return payload
-
-
-def _render(
+def simulations_dashboard(
     request: Request,
-    template_name: str,
-    extra: Optional[Dict[str, Any]] = None,
-):
-    context = _context(request, extra)
-    return templates.TemplateResponse(request, template_name, context)
-
-
-def _format_currency(value: float) -> str:
-    return f"${value:,.2f}"
-
-
-def _format_decimal(value: float) -> str:
-    return f"{value:,.2f}"
-
-
-def _format_int(value: int) -> str:
-    return f"{value:,}"
-
-
-def _load_scenarios(db: Session) -> Dict[str, Any]:
-    scenarios: list[Dict[str, Any]] = [
+    _: User = Depends(require_any_role_html(*READ_ROLES)),
+) -> HTMLResponse:
+    return templates.TemplateResponse(
+        request,
+        "simulations.html",
         {
-            "id": item.id,
-            "name": item.name,
-            "description": item.description,
-        }
-        for item in db.query(Scenario).order_by(Scenario.name).all()
-    ]
-    return {"scenarios": scenarios}
-
-
-def _load_parameters(db: Session) -> Dict[str, Any]:
-    grouped: defaultdict[int, list[Dict[str, Any]]] = defaultdict(list)
-    for param in db.query(Parameter).order_by(
-        Parameter.scenario_id, Parameter.id
-    ):
-        grouped[param.scenario_id].append(
-            {
-                "id": param.id,
-                "name": param.name,
-                "value": param.value,
-                "distribution_type": param.distribution_type,
-                "distribution_parameters": param.distribution_parameters,
-            }
-        )
-    return {"parameters_by_scenario": dict(grouped)}
-
-
-def _load_costs(db: Session) -> Dict[str, Any]:
-    capex_grouped: defaultdict[int, list[Dict[str, Any]]] = defaultdict(list)
-    for capex in db.query(Capex).order_by(Capex.scenario_id, Capex.id).all():
-        capex_grouped[int(getattr(capex, "scenario_id"))].append(
-            {
-                "id": int(getattr(capex, "id")),
-                "scenario_id": int(getattr(capex, "scenario_id")),
-                "amount": float(getattr(capex, "amount", 0.0)),
-                "description": getattr(capex, "description", "") or "",
-                "currency_code": getattr(capex, "currency_code", "USD")
-                or "USD",
-            }
-        )
-
-    opex_grouped: defaultdict[int, list[Dict[str, Any]]] = defaultdict(list)
-    for opex in db.query(Opex).order_by(Opex.scenario_id, Opex.id).all():
-        opex_grouped[int(getattr(opex, "scenario_id"))].append(
-            {
-                "id": int(getattr(opex, "id")),
-                "scenario_id": int(getattr(opex, "scenario_id")),
-                "amount": float(getattr(opex, "amount", 0.0)),
-                "description": getattr(opex, "description", "") or "",
-                "currency_code": getattr(opex, "currency_code", "USD") or "USD",
-            }
-        )
-
-    return {
-        "capex_by_scenario": dict(capex_grouped),
-        "opex_by_scenario": dict(opex_grouped),
-    }
-
-
-def _load_currencies(db: Session) -> Dict[str, Any]:
-    items: list[Dict[str, Any]] = []
-    for c in (
-        db.query(Currency)
-        .filter_by(is_active=True)
-        .order_by(Currency.code)
-        .all()
-    ):
-        items.append(
-            {"id": c.code, "name": f"{c.name} ({c.code})", "symbol": c.symbol}
-        )
-    if not items:
-        items.append({"id": "USD", "name": "US Dollar (USD)", "symbol": "$"})
-    return {"currency_options": items}
-
-
-def _load_currency_settings(db: Session) -> Dict[str, Any]:
-    _ensure_default_currency(db)
-    records = db.query(Currency).order_by(Currency.code).all()
-    currencies: list[Dict[str, Any]] = []
-    for record in records:
-        code_value = getattr(record, "code")
-        currencies.append(
-            {
-                "id": int(getattr(record, "id")),
-                "code": code_value,
-                "name": getattr(record, "name"),
-                "symbol": getattr(record, "symbol"),
-                "is_active": bool(getattr(record, "is_active", True)),
-                "is_default": code_value == DEFAULT_CURRENCY_CODE,
-            }
-        )
-
-    active_count = sum(1 for item in currencies if item["is_active"])
-    inactive_count = len(currencies) - active_count
-
-    return {
-        "currencies": currencies,
-        "currency_stats": {
-            "total": len(currencies),
-            "active": active_count,
-            "inactive": inactive_count,
+            "title": "Simulations",
         },
-        "default_currency_code": DEFAULT_CURRENCY_CODE,
-        "currency_api_base": "/api/currencies",
-    }
+    )
 
 
-def _load_css_settings(db: Session) -> Dict[str, Any]:
-    variables = get_css_color_settings(db)
-    env_overrides = read_css_color_env_overrides()
-    env_rows = list_css_env_override_rows()
-    env_meta = {row["css_key"]: row for row in env_rows}
-    return {
-        "css_variables": variables,
-        "css_defaults": CSS_COLOR_DEFAULTS,
-        "css_env_overrides": env_overrides,
-        "css_env_override_rows": env_rows,
-        "css_env_override_meta": env_meta,
-    }
-
-
-def _load_consumption(db: Session) -> Dict[str, Any]:
-    grouped: defaultdict[int, list[Dict[str, Any]]] = defaultdict(list)
-    for record in (
-        db.query(Consumption)
-        .order_by(Consumption.scenario_id, Consumption.id)
-        .all()
-    ):
-        record_id = int(getattr(record, "id"))
-        scenario_id = int(getattr(record, "scenario_id"))
-        amount_value = float(getattr(record, "amount", 0.0))
-        description = getattr(record, "description", "") or ""
-        unit_name = getattr(record, "unit_name", None)
-        unit_symbol = getattr(record, "unit_symbol", None)
-        grouped[scenario_id].append(
+@router.get(
+    "/ui/reporting",
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="ui.reporting",
+)
+def reporting_dashboard(
+    request: Request,
+    _: User = Depends(require_any_role_html(*READ_ROLES)),
+) -> HTMLResponse:
+    return templates.TemplateResponse(
+        request,
+        "reporting.html",
         {
-                "id": record_id,
-                "scenario_id": scenario_id,
-                "amount": amount_value,
-                "description": description,
-                "unit_name": unit_name,
-                "unit_symbol": unit_symbol,
-            }
-        )
-    return {"consumption_by_scenario": dict(grouped)}
-
-
-def _load_production(db: Session) -> Dict[str, Any]:
-    grouped: defaultdict[int, list[Dict[str, Any]]] = defaultdict(list)
-    for record in (
-        db.query(ProductionOutput)
-        .order_by(ProductionOutput.scenario_id, ProductionOutput.id)
-        .all()
-    ):
-        record_id = int(getattr(record, "id"))
-        scenario_id = int(getattr(record, "scenario_id"))
-        amount_value = float(getattr(record, "amount", 0.0))
-        description = getattr(record, "description", "") or ""
-        unit_name = getattr(record, "unit_name", None)
-        unit_symbol = getattr(record, "unit_symbol", None)
-        grouped[scenario_id].append(
-            {
-                "id": record_id,
-                "scenario_id": scenario_id,
-                "amount": amount_value,
-                "description": description,
-                "unit_name": unit_name,
-                "unit_symbol": unit_symbol,
-            }
-        )
-    return {"production_by_scenario": dict(grouped)}
-
-
-def _load_equipment(db: Session) -> Dict[str, Any]:
-    grouped: defaultdict[int, list[Dict[str, Any]]] = defaultdict(list)
-    for record in (
-        db.query(Equipment).order_by(Equipment.scenario_id, Equipment.id).all()
-    ):
-        record_id = int(getattr(record, "id"))
-        scenario_id = int(getattr(record, "scenario_id"))
-        name_value = getattr(record, "name", "") or ""
-        description = getattr(record, "description", "") or ""
-        grouped[scenario_id].append(
-            {
-                "id": record_id,
-                "scenario_id": scenario_id,
-                "name": name_value,
-                "description": description,
-            }
-        )
-    return {"equipment_by_scenario": dict(grouped)}
-
-
-def _load_maintenance(db: Session) -> Dict[str, Any]:
-    grouped: defaultdict[int, list[Dict[str, Any]]] = defaultdict(list)
-    for record in (
-        db.query(Maintenance)
-        .order_by(Maintenance.scenario_id, Maintenance.maintenance_date)
-        .all()
-    ):
-        record_id = int(getattr(record, "id"))
-        scenario_id = int(getattr(record, "scenario_id"))
-        equipment_id = int(getattr(record, "equipment_id"))
-        equipment_obj = getattr(record, "equipment", None)
-        equipment_name = (
-            getattr(equipment_obj, "name", "") if equipment_obj else ""
-        )
-        maintenance_date = getattr(record, "maintenance_date", None)
-        cost_value = float(getattr(record, "cost", 0.0))
-        description = getattr(record, "description", "") or ""
-
-        grouped[scenario_id].append(
-            {
-                "id": record_id,
-                "scenario_id": scenario_id,
-                "equipment_id": equipment_id,
-                "equipment_name": equipment_name,
-                "maintenance_date": (
-                    maintenance_date.isoformat() if maintenance_date else ""
-                ),
-                "cost": cost_value,
-                "description": description,
-            }
-        )
-    return {"maintenance_by_scenario": dict(grouped)}
-
-
-def _load_simulations(db: Session) -> Dict[str, Any]:
-    scenarios: list[Dict[str, Any]] = [
-        {
-            "id": item.id,
-            "name": item.name,
-        }
-        for item in db.query(Scenario).order_by(Scenario.name).all()
-    ]
-
-    results_grouped: defaultdict[int, list[Dict[str, Any]]] = defaultdict(list)
-    for record in (
-        db.query(SimulationResult)
-        .order_by(SimulationResult.scenario_id, SimulationResult.iteration)
-        .all()
-    ):
-        scenario_id = int(getattr(record, "scenario_id"))
-        results_grouped[scenario_id].append(
-            {
-                "iteration": int(getattr(record, "iteration")),
-                "result": float(getattr(record, "result", 0.0)),
-            }
-        )
-
-    runs: list[Dict[str, Any]] = []
-    sample_limit = 20
-    for item in scenarios:
-        scenario_id = int(item["id"])
-        scenario_results = results_grouped.get(scenario_id, [])
-        summary = (
-            generate_report(scenario_results)
-            if scenario_results
-            else generate_report([])
-        )
-        runs.append(
-            {
-                "scenario_id": scenario_id,
-                "scenario_name": item["name"],
-                "iterations": int(summary.get("count", 0)),
-                "summary": summary,
-                "sample_results": scenario_results[:sample_limit],
-            }
-        )
-
-    return {
-        "simulation_scenarios": scenarios,
-        "simulation_runs": runs,
-    }
-
-
-def _load_reporting(db: Session) -> Dict[str, Any]:
-    scenarios = _load_scenarios(db)["scenarios"]
-    runs = _load_simulations(db)["simulation_runs"]
-
-    summaries: list[Dict[str, Any]] = []
-    runs_by_scenario = {run["scenario_id"]: run for run in runs}
-
-    for scenario in scenarios:
-        scenario_id = scenario["id"]
-        run = runs_by_scenario.get(scenario_id)
-        summary = run["summary"] if run else generate_report([])
-        summaries.append(
-            {
-                "scenario_id": scenario_id,
-                "scenario_name": scenario["name"],
-                "summary": summary,
-                "iterations": run["iterations"] if run else 0,
-            }
-        )
-
-    return {
-        "report_summaries": summaries,
-    }
-
-
-def _load_dashboard(db: Session) -> Dict[str, Any]:
-    scenarios = _load_scenarios(db)["scenarios"]
-    parameters_by_scenario = _load_parameters(db)["parameters_by_scenario"]
-    costs_context = _load_costs(db)
-    capex_by_scenario = costs_context["capex_by_scenario"]
-    opex_by_scenario = costs_context["opex_by_scenario"]
-    consumption_by_scenario = _load_consumption(db)["consumption_by_scenario"]
-    production_by_scenario = _load_production(db)["production_by_scenario"]
-    equipment_by_scenario = _load_equipment(db)["equipment_by_scenario"]
-    maintenance_by_scenario = _load_maintenance(db)["maintenance_by_scenario"]
-    simulation_context = _load_simulations(db)
-    simulation_runs = simulation_context["simulation_runs"]
-
-    runs_by_scenario = {run["scenario_id"]: run for run in simulation_runs}
-
-    def sum_amounts(
-        grouped: Dict[int, list[Dict[str, Any]]], field: str = "amount"
-    ) -> float:
-        total = 0.0
-        for items in grouped.values():
-            for item in items:
-                value = item.get(field, 0.0)
-                if isinstance(value, (int, float)):
-                    total += float(value)
-        return total
-
-    total_capex = sum_amounts(capex_by_scenario)
-    total_opex = sum_amounts(opex_by_scenario)
-    total_consumption = sum_amounts(consumption_by_scenario)
-    total_production = sum_amounts(production_by_scenario)
-    total_maintenance_cost = sum_amounts(maintenance_by_scenario, field="cost")
-
-    total_parameters = sum(
-        len(items) for items in parameters_by_scenario.values()
-    )
-    total_equipment = sum(
-        len(items) for items in equipment_by_scenario.values()
-    )
-    total_maintenance_events = sum(
-        len(items) for items in maintenance_by_scenario.values()
-    )
-    total_simulation_iterations = sum(
-        run["iterations"] for run in simulation_runs
-    )
-
-    scenario_rows: list[Dict[str, Any]] = []
-    scenario_labels: list[str] = []
-    scenario_capex: list[float] = []
-    scenario_opex: list[float] = []
-    activity_labels: list[str] = []
-    activity_production: list[float] = []
-    activity_consumption: list[float] = []
-
-    for scenario in scenarios:
-        scenario_id = scenario["id"]
-        scenario_name = scenario["name"]
-        param_count = len(parameters_by_scenario.get(scenario_id, []))
-        equipment_count = len(equipment_by_scenario.get(scenario_id, []))
-        maintenance_count = len(maintenance_by_scenario.get(scenario_id, []))
-
-        capex_total = sum(
-            float(item.get("amount", 0.0))
-            for item in capex_by_scenario.get(scenario_id, [])
-        )
-        opex_total = sum(
-            float(item.get("amount", 0.0))
-            for item in opex_by_scenario.get(scenario_id, [])
-        )
-        consumption_total = sum(
-            float(item.get("amount", 0.0))
-            for item in consumption_by_scenario.get(scenario_id, [])
-        )
-        production_total = sum(
-            float(item.get("amount", 0.0))
-            for item in production_by_scenario.get(scenario_id, [])
-        )
-
-        run = runs_by_scenario.get(scenario_id)
-        summary = run["summary"] if run else generate_report([])
-        iterations = run["iterations"] if run else 0
-        mean_value = float(summary.get("mean", 0.0))
-
-        scenario_rows.append(
-            {
-                "scenario_name": scenario_name,
-                "parameter_count": param_count,
-                "parameter_display": _format_int(param_count),
-                "equipment_count": equipment_count,
-                "equipment_display": _format_int(equipment_count),
-                "capex_total": capex_total,
-                "capex_display": _format_currency(capex_total),
-                "opex_total": opex_total,
-                "opex_display": _format_currency(opex_total),
-                "production_total": production_total,
-                "production_display": _format_decimal(production_total),
-                "consumption_total": consumption_total,
-                "consumption_display": _format_decimal(consumption_total),
-                "maintenance_count": maintenance_count,
-                "maintenance_display": _format_int(maintenance_count),
-                "iterations": iterations,
-                "iterations_display": _format_int(iterations),
-                "simulation_mean": mean_value,
-                "simulation_mean_display": _format_decimal(mean_value),
-            }
-        )
-
-        scenario_labels.append(scenario_name)
-        scenario_capex.append(capex_total)
-        scenario_opex.append(opex_total)
-
-        activity_labels.append(scenario_name)
-        activity_production.append(production_total)
-        activity_consumption.append(consumption_total)
-
-    scenario_rows.sort(key=lambda row: row["scenario_name"].lower())
-
-    all_simulation_results = [
-        {"result": float(getattr(item, "result", 0.0))}
-        for item in db.query(SimulationResult).all()
-    ]
-    overall_report = generate_report(all_simulation_results)
-
-    overall_report_metrics = [
-        {
-            "label": "Runs",
-            "value": _format_int(int(overall_report.get("count", 0))),
+            "title": "Reporting",
         },
-        {
-            "label": "Mean",
-            "value": _format_decimal(float(overall_report.get("mean", 0.0))),
-        },
-        {
-            "label": "Median",
-            "value": _format_decimal(float(overall_report.get("median", 0.0))),
-        },
-        {
-            "label": "Std Dev",
-            "value": _format_decimal(float(overall_report.get("std_dev", 0.0))),
-        },
-        {
-            "label": "95th Percentile",
-            "value": _format_decimal(
-                float(overall_report.get("percentile_95", 0.0))
-            ),
-        },
-        {
-            "label": "VaR (95%)",
-            "value": _format_decimal(
-                float(overall_report.get("value_at_risk_95", 0.0))
-            ),
-        },
-        {
-            "label": "Expected Shortfall (95%)",
-            "value": _format_decimal(
-                float(overall_report.get("expected_shortfall_95", 0.0))
-            ),
-        },
-    ]
-
-    recent_simulations: list[Dict[str, Any]] = [
-        {
-            "scenario_name": run["scenario_name"],
-            "iterations": run["iterations"],
-            "iterations_display": _format_int(run["iterations"]),
-            "mean_display": _format_decimal(
-                float(run["summary"].get("mean", 0.0))
-            ),
-            "p95_display": _format_decimal(
-                float(run["summary"].get("percentile_95", 0.0))
-            ),
-        }
-        for run in simulation_runs
-        if run["iterations"] > 0
-    ]
-    recent_simulations.sort(key=lambda item: item["iterations"], reverse=True)
-    recent_simulations = recent_simulations[:5]
-
-    upcoming_maintenance: list[Dict[str, Any]] = []
-    for record in (
-        db.query(Maintenance)
-        .order_by(Maintenance.maintenance_date.asc())
-        .limit(5)
-        .all()
-    ):
-        maintenance_date = getattr(record, "maintenance_date", None)
-        upcoming_maintenance.append(
-            {
-                "scenario_name": getattr(
-                    getattr(record, "scenario", None), "name", "Unknown"
-                ),
-                "equipment_name": getattr(
-                    getattr(record, "equipment", None), "name", "Unknown"
-                ),
-                "date_display": (
-                    maintenance_date.strftime("%Y-%m-%d")
-                    if maintenance_date
-                    else "—"
-                ),
-                "cost_display": _format_currency(
-                    float(getattr(record, "cost", 0.0))
-                ),
-                "description": getattr(record, "description", "") or "—",
-            }
     )
 
-    cost_chart_has_data = any(value > 0 for value in scenario_capex) or any(
-        value > 0 for value in scenario_opex
+
+@router.get(
+    "/ui/settings",
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="ui.settings",
+)
+def settings_page(
+    request: Request,
+    _: User = Depends(require_any_role_html(*READ_ROLES)),
+) -> HTMLResponse:
+    return templates.TemplateResponse(
+        request,
+        "settings.html",
+        {
+            "title": "Settings",
+        },
     )
-    activity_chart_has_data = any(
-        value > 0 for value in activity_production
-    ) or any(value > 0 for value in activity_consumption)
 
-    scenario_cost_chart: Dict[str, list[Any]] = {
-        "labels": scenario_labels,
-        "capex": scenario_capex,
-        "opex": scenario_opex,
-    }
-    scenario_activity_chart: Dict[str, list[Any]] = {
-        "labels": activity_labels,
-        "production": activity_production,
-        "consumption": activity_consumption,
-    }
 
-    summary_metrics = [
-        {"label": "Active Scenarios", "value": _format_int(len(scenarios))},
-        {"label": "Parameters", "value": _format_int(total_parameters)},
-        {"label": "CAPEX Total", "value": _format_currency(total_capex)},
-        {"label": "OPEX Total", "value": _format_currency(total_opex)},
-        {"label": "Equipment Assets", "value": _format_int(total_equipment)},
+@router.get(
+    "/theme-settings",
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="ui.theme_settings",
+)
+def theme_settings_page(
+    request: Request,
+    _: User = Depends(require_any_role_html(*READ_ROLES)),
+) -> HTMLResponse:
+    return templates.TemplateResponse(
+        request,
+        "theme_settings.html",
         {
-            "label": "Maintenance Events",
-            "value": _format_int(total_maintenance_events),
+            "title": "Theme Settings",
         },
-        {"label": "Consumption", "value": _format_decimal(total_consumption)},
-        {"label": "Production", "value": _format_decimal(total_production)},
+    )
+
+
+@router.get(
+    "/ui/currencies",
+    response_class=HTMLResponse,
+    include_in_schema=False,
+    name="ui.currencies",
+)
+def currencies_page(
+    request: Request,
+    _: User = Depends(require_roles_html(*MANAGE_ROLES)),
+) -> HTMLResponse:
+    return templates.TemplateResponse(
+        request,
+        "currencies.html",
         {
-            "label": "Simulation Iterations",
-            "value": _format_int(total_simulation_iterations),
+            "title": "Currency Management",
         },
-        {
-            "label": "Maintenance Cost",
-            "value": _format_currency(total_maintenance_cost),
-        },
-    ]
-
-    return {
-        "summary_metrics": summary_metrics,
-        "scenario_rows": scenario_rows,
-        "overall_report_metrics": overall_report_metrics,
-        "recent_simulations": recent_simulations,
-        "upcoming_maintenance": upcoming_maintenance,
-        "scenario_cost_chart": scenario_cost_chart,
-        "scenario_activity_chart": scenario_activity_chart,
-        "cost_chart_has_data": cost_chart_has_data,
-        "activity_chart_has_data": activity_chart_has_data,
-        "report_available": overall_report.get("count", 0) > 0,
-    }
-
-
-@router.get("/", response_class=HTMLResponse)
-async def dashboard_root(request: Request, db: Session = Depends(get_db)):
-    """Render the primary dashboard landing page."""
-    return _render(request, "Dashboard.html", _load_dashboard(db))
-
-
-@router.get("/ui/dashboard", response_class=HTMLResponse)
-async def dashboard(request: Request, db: Session = Depends(get_db)):
-    """Render the legacy dashboard route for backward compatibility."""
-    return _render(request, "Dashboard.html", _load_dashboard(db))
-
-
-@router.get("/ui/dashboard/data", response_class=JSONResponse)
-async def dashboard_data(db: Session = Depends(get_db)) -> JSONResponse:
-    """Expose dashboard aggregates as JSON for client-side refreshes."""
-    return JSONResponse(_load_dashboard(db))
-
-
-@router.get("/ui/scenarios", response_class=HTMLResponse)
-async def scenario_form(request: Request, db: Session = Depends(get_db)):
-    """Render the scenario creation form."""
-    context = _load_scenarios(db)
-    return _render(request, "ScenarioForm.html", context)
-
-
-@router.get("/ui/parameters", response_class=HTMLResponse)
-async def parameter_form(request: Request, db: Session = Depends(get_db)):
-    """Render the parameter input form."""
-    context: Dict[str, Any] = {}
-    context.update(_load_scenarios(db))
-    context.update(_load_parameters(db))
-    return _render(request, "ParameterInput.html", context)
-
-
-@router.get("/ui/costs", response_class=HTMLResponse)
-async def costs_view(request: Request, db: Session = Depends(get_db)):
-    """Render the costs view with CAPEX and OPEX data."""
-    context: Dict[str, Any] = {}
-    context.update(_load_scenarios(db))
-    context.update(_load_costs(db))
-    context.update(_load_currencies(db))
-    return _render(request, "costs.html", context)
-
-
-@router.get("/ui/consumption", response_class=HTMLResponse)
-async def consumption_view(request: Request, db: Session = Depends(get_db)):
-    """Render the consumption view with scenario consumption data."""
-    context: Dict[str, Any] = {}
-    context.update(_load_scenarios(db))
-    context.update(_load_consumption(db))
-    context["unit_options"] = MEASUREMENT_UNITS
-    return _render(request, "consumption.html", context)
-
-
-@router.get("/ui/production", response_class=HTMLResponse)
-async def production_view(request: Request, db: Session = Depends(get_db)):
-    """Render the production view with scenario production data."""
-    context: Dict[str, Any] = {}
-    context.update(_load_scenarios(db))
-    context.update(_load_production(db))
-    context["unit_options"] = MEASUREMENT_UNITS
-    return _render(request, "production.html", context)
-
-
-@router.get("/ui/equipment", response_class=HTMLResponse)
-async def equipment_view(request: Request, db: Session = Depends(get_db)):
-    """Render the equipment view with scenario equipment data."""
-    context: Dict[str, Any] = {}
-    context.update(_load_scenarios(db))
-    context.update(_load_equipment(db))
-    return _render(request, "equipment.html", context)
-
-
-@router.get("/ui/maintenance", response_class=HTMLResponse)
-async def maintenance_view(request: Request, db: Session = Depends(get_db)):
-    """Render the maintenance view with scenario maintenance data."""
-    context: Dict[str, Any] = {}
-    context.update(_load_scenarios(db))
-    context.update(_load_equipment(db))
-    context.update(_load_maintenance(db))
-    return _render(request, "maintenance.html", context)
-
-
-@router.get("/ui/simulations", response_class=HTMLResponse)
-async def simulations_view(request: Request, db: Session = Depends(get_db)):
-    """Render the simulations view with scenario information and recent runs."""
-    return _render(request, "simulations.html", _load_simulations(db))
-
-
-@router.get("/ui/reporting", response_class=HTMLResponse)
-async def reporting_view(request: Request, db: Session = Depends(get_db)):
-    """Render the reporting view with scenario KPI summaries."""
-    return _render(request, "reporting.html", _load_reporting(db))
-
-
-@router.get("/ui/settings", response_class=HTMLResponse)
-async def settings_view(request: Request, db: Session = Depends(get_db)):
-    """Render the settings landing page."""
-    context = _load_css_settings(db)
-    return _render(request, "settings.html", context)
-
-
-@router.get("/ui/currencies", response_class=HTMLResponse)
-async def currencies_view(request: Request, db: Session = Depends(get_db)):
-    """Render the currency administration page with full currency context."""
-    context = _load_currency_settings(db)
-    return _render(request, "currencies.html", context)
-
-
-@router.get("/login", response_class=HTMLResponse)
-async def login_page(request: Request):
-    return _render(request, "login.html")
-
-
-@router.get("/register", response_class=HTMLResponse)
-async def register_page(request: Request):
-    return _render(request, "register.html")
-
-
-@router.get("/profile", response_class=HTMLResponse)
-async def profile_page(request: Request):
-    return _render(request, "profile.html")
-
-
-@router.get("/forgot-password", response_class=HTMLResponse)
-async def forgot_password_page(request: Request):
-    return _render(request, "forgot_password.html")
-
-
-@router.get("/theme-settings", response_class=HTMLResponse)
-async def theme_settings_page(request: Request, db: Session = Depends(get_db)):
-    """Render the theme settings page."""
-    context = _load_css_settings(db)
-    return _render(request, "theme_settings.html", context)
+    )

routes/users.py

@@ -1,107 +0,0 @@
-from fastapi import APIRouter, Depends, HTTPException, status
-from sqlalchemy.orm import Session
-
-from config.database import get_db
-from models.user import User
-from services.security import create_access_token, get_current_user
-from schemas.user import (
-    PasswordReset,
-    PasswordResetRequest,
-    UserCreate,
-    UserInDB,
-    UserLogin,
-    UserUpdate,
-)
-
-router = APIRouter(prefix="/users", tags=["users"])
-
-
-@router.post("/register", response_model=UserInDB, status_code=status.HTTP_201_CREATED)
-async def register_user(user: UserCreate, db: Session = Depends(get_db)):
-    db_user = db.query(User).filter(User.username == user.username).first()
-    if db_user:
-        raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST,
-                            detail="Username already registered")
-    db_user = db.query(User).filter(User.email == user.email).first()
-    if db_user:
-        raise HTTPException(
-            status_code=status.HTTP_400_BAD_REQUEST, detail="Email already registered")
-
-    # Get or create default role
-    from models.role import Role
-    default_role = db.query(Role).filter(Role.name == "user").first()
-    if not default_role:
-        default_role = Role(name="user")
-        db.add(default_role)
-        db.commit()
-        db.refresh(default_role)
-
-    new_user = User(username=user.username, email=user.email,
-                    role_id=default_role.id)
-    new_user.set_password(user.password)
-    db.add(new_user)
-    db.commit()
-    db.refresh(new_user)
-    return new_user
-
-
-@router.post("/login")
-async def login_user(user: UserLogin, db: Session = Depends(get_db)):
-    db_user = db.query(User).filter(User.username == user.username).first()
-    if not db_user or not db_user.check_password(user.password):
-        raise HTTPException(status_code=status.HTTP_401_UNAUTHORIZED,
-                            detail="Incorrect username or password")
-    access_token = create_access_token(subject=db_user.username)
-    return {"access_token": access_token, "token_type": "bearer"}
-
-
-@router.get("/me")
-async def read_users_me(current_user: User = Depends(get_current_user)):
-    return current_user
-
-
-@router.put("/me", response_model=UserInDB)
-async def update_user_me(user_update: UserUpdate, current_user: User = Depends(get_current_user), db: Session = Depends(get_db)):
-    if user_update.username and user_update.username != current_user.username:
-        existing_user = db.query(User).filter(
-            User.username == user_update.username).first()
-        if existing_user:
-            raise HTTPException(
-                status_code=status.HTTP_400_BAD_REQUEST, detail="Username already taken")
-    setattr(current_user, "username", user_update.username)
-
-    if user_update.email and user_update.email != current_user.email:
-        existing_user = db.query(User).filter(
-            User.email == user_update.email).first()
-        if existing_user:
-            raise HTTPException(
-                status_code=status.HTTP_400_BAD_REQUEST, detail="Email already registered")
-    setattr(current_user, "email", user_update.email)
-
-    if user_update.password:
-        current_user.set_password(user_update.password)
-
-    db.add(current_user)
-    db.commit()
-    db.refresh(current_user)
-    return current_user
-
-
-@router.post("/forgot-password")
-async def forgot_password(request: PasswordResetRequest):
-    # In a real application, this would send an email with a reset token
-    return {"message": "Password reset email sent (not really)"}
-
-
-@router.post("/reset-password")
-async def reset_password(request: PasswordReset, db: Session = Depends(get_db)):
-    # In a real application, the token would be verified
-    user = db.query(User).filter(User.username ==
-                                 request.token).first()  # Use token as username for test
-    if not user:
-        raise HTTPException(
-            status_code=status.HTTP_400_BAD_REQUEST, detail="Invalid token or user")
-    user.set_password(request.new_password)
-    db.add(user)
-    db.commit()
-    return {"message": "Password has been reset successfully"}

schemas/auth.py

@@ -0,0 +1,67 @@
+from __future__ import annotations
+
+from pydantic import BaseModel, ConfigDict, Field, ValidationInfo, field_validator
+
+
+class FormModel(BaseModel):
+    """Base Pydantic model for HTML form submissions."""
+
+    model_config = ConfigDict(extra="forbid", str_strip_whitespace=True)
+
+
+class RegistrationForm(FormModel):
+    username: str = Field(min_length=3, max_length=128)
+    email: str = Field(min_length=5, max_length=255)
+    password: str = Field(min_length=8, max_length=256)
+    confirm_password: str
+
+    @field_validator("email")
+    @classmethod
+    def validate_email(cls, value: str) -> str:
+        if "@" not in value or value.startswith("@") or value.endswith("@"):
+            raise ValueError("Invalid email address.")
+        local, domain = value.split("@", 1)
+        if not local or "." not in domain:
+            raise ValueError("Invalid email address.")
+        return value.lower()
+
+    @field_validator("confirm_password")
+    @classmethod
+    def passwords_match(cls, value: str, info: ValidationInfo) -> str:
+        password = info.data.get("password")
+        if password != value:
+            raise ValueError("Passwords do not match.")
+        return value
+
+
+class LoginForm(FormModel):
+    username: str = Field(min_length=1, max_length=255)
+    password: str = Field(min_length=1, max_length=256)
+
+
+class PasswordResetRequestForm(FormModel):
+    email: str = Field(min_length=5, max_length=255)
+
+    @field_validator("email")
+    @classmethod
+    def validate_email(cls, value: str) -> str:
+        if "@" not in value or value.startswith("@") or value.endswith("@"):
+            raise ValueError("Invalid email address.")
+        local, domain = value.split("@", 1)
+        if not local or "." not in domain:
+            raise ValueError("Invalid email address.")
+        return value.lower()
+
+
+class PasswordResetForm(FormModel):
+    token: str = Field(min_length=1)
+    password: str = Field(min_length=8, max_length=256)
+    confirm_password: str
+
+    @field_validator("confirm_password")
+    @classmethod
+    def reset_passwords_match(cls, value: str, info: ValidationInfo) -> str:
+        password = info.data.get("password")
+        if password != value:
+            raise ValueError("Passwords do not match.")
+        return value

schemas/calculations.py

@@ -0,0 +1,346 @@
+"""Pydantic schemas for calculation workflows."""
+
+from __future__ import annotations
+
+from typing import List
+
+from pydantic import BaseModel, Field, PositiveFloat, ValidationError, field_validator
+
+from services.pricing import PricingResult
+
+
+class ImpurityInput(BaseModel):
+    """Impurity configuration row supplied by the client."""
+
+    name: str = Field(..., min_length=1)
+    value: float | None = Field(None, ge=0)
+    threshold: float | None = Field(None, ge=0)
+    penalty: float | None = Field(None)
+
+    @field_validator("name")
+    @classmethod
+    def _normalise_name(cls, value: str) -> str:
+        return value.strip()
+
+
+class ProfitabilityCalculationRequest(BaseModel):
+    """Request payload for profitability calculations."""
+
+    metal: str = Field(..., min_length=1)
+    ore_tonnage: PositiveFloat
+    head_grade_pct: float = Field(..., gt=0, le=100)
+    recovery_pct: float = Field(..., gt=0, le=100)
+    payable_pct: float | None = Field(None, gt=0, le=100)
+    reference_price: PositiveFloat
+    treatment_charge: float = Field(0, ge=0)
+    smelting_charge: float = Field(0, ge=0)
+    moisture_pct: float = Field(0, ge=0, le=100)
+    moisture_threshold_pct: float | None = Field(None, ge=0, le=100)
+    moisture_penalty_per_pct: float | None = None
+    premiums: float = Field(0)
+    fx_rate: PositiveFloat = Field(1)
+    currency_code: str | None = Field(None, min_length=3, max_length=3)
+    opex: float = Field(0, ge=0)
+    sustaining_capex: float = Field(0, ge=0)
+    capex: float = Field(0, ge=0)
+    discount_rate: float | None = Field(None, ge=0, le=100)
+    periods: int = Field(10, ge=1, le=120)
+    impurities: List[ImpurityInput] = Field(default_factory=list)
+
+    @field_validator("currency_code")
+    @classmethod
+    def _uppercase_currency(cls, value: str | None) -> str | None:
+        if value is None:
+            return None
+        return value.strip().upper()
+
+    @field_validator("metal")
+    @classmethod
+    def _normalise_metal(cls, value: str) -> str:
+        return value.strip().lower()
+
+
+class ProfitabilityCosts(BaseModel):
+    """Aggregated cost components for profitability output."""
+
+    opex_total: float
+    sustaining_capex_total: float
+    capex: float
+
+
+class ProfitabilityMetrics(BaseModel):
+    """Financial KPIs yielded by the profitability calculation."""
+
+    npv: float | None
+    irr: float | None
+    payback_period: float | None
+    margin: float | None
+
+
+class CashFlowEntry(BaseModel):
+    """Normalized cash flow row for reporting and charting."""
+
+    period: int
+    revenue: float
+    opex: float
+    sustaining_capex: float
+    net: float
+
+
+class ProfitabilityCalculationResult(BaseModel):
+    """Response body summarizing profitability calculation outputs."""
+
+    pricing: PricingResult
+    costs: ProfitabilityCosts
+    metrics: ProfitabilityMetrics
+    cash_flows: list[CashFlowEntry]
+    currency: str | None
+
+
+class CapexComponentInput(BaseModel):
+    """Capex component entry supplied by the UI."""
+
+    id: int | None = Field(default=None, ge=1)
+    name: str = Field(..., min_length=1)
+    category: str = Field(..., min_length=1)
+    amount: float = Field(..., ge=0)
+    currency: str | None = Field(None, min_length=3, max_length=3)
+    spend_year: int | None = Field(None, ge=0, le=120)
+    notes: str | None = Field(None, max_length=500)
+
+    @field_validator("currency")
+    @classmethod
+    def _uppercase_currency(cls, value: str | None) -> str | None:
+        if value is None:
+            return None
+        return value.strip().upper()
+
+    @field_validator("category")
+    @classmethod
+    def _normalise_category(cls, value: str) -> str:
+        return value.strip().lower()
+
+    @field_validator("name")
+    @classmethod
+    def _trim_name(cls, value: str) -> str:
+        return value.strip()
+
+
+class CapexParameters(BaseModel):
+    """Global parameters applied to capex calculations."""
+
+    currency_code: str | None = Field(None, min_length=3, max_length=3)
+    contingency_pct: float | None = Field(0, ge=0, le=100)
+    discount_rate_pct: float | None = Field(None, ge=0, le=100)
+    evaluation_horizon_years: int | None = Field(10, ge=1, le=100)
+
+    @field_validator("currency_code")
+    @classmethod
+    def _uppercase_currency(cls, value: str | None) -> str | None:
+        if value is None:
+            return None
+        return value.strip().upper()
+
+
+class CapexCalculationOptions(BaseModel):
+    """Optional behaviour flags for capex calculations."""
+
+    persist: bool = False
+
+
+class CapexCalculationRequest(BaseModel):
+    """Request payload for capex aggregation."""
+
+    components: List[CapexComponentInput] = Field(default_factory=list)
+    parameters: CapexParameters = Field(
+        default_factory=CapexParameters,  # type: ignore[arg-type]
+    )
+    options: CapexCalculationOptions = Field(
+        default_factory=CapexCalculationOptions,  # type: ignore[arg-type]
+    )
+
+
+class CapexCategoryBreakdown(BaseModel):
+    """Breakdown entry describing category totals."""
+
+    category: str
+    amount: float = Field(..., ge=0)
+    share: float | None = Field(None, ge=0, le=100)
+
+
+class CapexTotals(BaseModel):
+    """Aggregated totals for capex workflows."""
+
+    overall: float = Field(..., ge=0)
+    contingency_pct: float = Field(0, ge=0, le=100)
+    contingency_amount: float = Field(..., ge=0)
+    with_contingency: float = Field(..., ge=0)
+    by_category: List[CapexCategoryBreakdown] = Field(default_factory=list)
+
+
+class CapexTimelineEntry(BaseModel):
+    """Spend profile entry grouped by year."""
+
+    year: int
+    spend: float = Field(..., ge=0)
+    cumulative: float = Field(..., ge=0)
+
+
+class CapexCalculationResult(BaseModel):
+    """Response body for capex calculations."""
+
+    totals: CapexTotals
+    timeline: List[CapexTimelineEntry] = Field(default_factory=list)
+    components: List[CapexComponentInput] = Field(default_factory=list)
+    parameters: CapexParameters
+    options: CapexCalculationOptions
+    currency: str | None
+
+
+class OpexComponentInput(BaseModel):
+    """opex component entry supplied by the UI."""
+
+    id: int | None = Field(default=None, ge=1)
+    name: str = Field(..., min_length=1)
+    category: str = Field(..., min_length=1)
+    unit_cost: float = Field(..., ge=0)
+    quantity: float = Field(..., ge=0)
+    frequency: str = Field(..., min_length=1)
+    currency: str | None = Field(None, min_length=3, max_length=3)
+    period_start: int | None = Field(None, ge=0, le=240)
+    period_end: int | None = Field(None, ge=0, le=240)
+    notes: str | None = Field(None, max_length=500)
+
+    @field_validator("currency")
+    @classmethod
+    def _uppercase_currency(cls, value: str | None) -> str | None:
+        if value is None:
+            return None
+        return value.strip().upper()
+
+    @field_validator("category")
+    @classmethod
+    def _normalise_category(cls, value: str) -> str:
+        return value.strip().lower()
+
+    @field_validator("frequency")
+    @classmethod
+    def _normalise_frequency(cls, value: str) -> str:
+        return value.strip().lower()
+
+    @field_validator("name")
+    @classmethod
+    def _trim_name(cls, value: str) -> str:
+        return value.strip()
+
+
+class OpexParameters(BaseModel):
+    """Global parameters applied to opex calculations."""
+
+    currency_code: str | None = Field(None, min_length=3, max_length=3)
+    escalation_pct: float | None = Field(None, ge=0, le=100)
+    discount_rate_pct: float | None = Field(None, ge=0, le=100)
+    evaluation_horizon_years: int | None = Field(10, ge=1, le=100)
+    apply_escalation: bool = True
+
+    @field_validator("currency_code")
+    @classmethod
+    def _uppercase_currency(cls, value: str | None) -> str | None:
+        if value is None:
+            return None
+        return value.strip().upper()
+
+
+class OpexOptions(BaseModel):
+    """Optional behaviour flags for opex calculations."""
+
+    persist: bool = False
+    snapshot_notes: str | None = Field(None, max_length=500)
+
+
+class OpexCalculationRequest(BaseModel):
+    """Request payload for opex aggregation."""
+
+    components: List[OpexComponentInput] = Field(
+        default_factory=list)
+    parameters: OpexParameters = Field(
+        default_factory=OpexParameters,  # type: ignore[arg-type]
+    )
+    options: OpexOptions = Field(
+        default_factory=OpexOptions,  # type: ignore[arg-type]
+    )
+
+
+class OpexCategoryBreakdown(BaseModel):
+    """Category breakdown for opex totals."""
+
+    category: str
+    annual_cost: float = Field(..., ge=0)
+    share: float | None = Field(None, ge=0, le=100)
+
+
+class OpexTimelineEntry(BaseModel):
+    """Timeline entry representing cost over evaluation periods."""
+
+    period: int
+    base_cost: float = Field(..., ge=0)
+    escalated_cost: float | None = Field(None, ge=0)
+
+
+class OpexMetrics(BaseModel):
+    """Derived KPIs for opex outputs."""
+
+    annual_average: float | None
+    cost_per_ton: float | None
+
+
+class OpexTotals(BaseModel):
+    """Aggregated totals for opex."""
+
+    overall_annual: float = Field(..., ge=0)
+    escalated_total: float | None = Field(None, ge=0)
+    escalation_pct: float | None = Field(None, ge=0, le=100)
+    by_category: List[OpexCategoryBreakdown] = Field(
+        default_factory=list
+    )
+
+
+class OpexCalculationResult(BaseModel):
+    """Response body summarising opex calculations."""
+
+    totals: OpexTotals
+    timeline: List[OpexTimelineEntry] = Field(default_factory=list)
+    metrics: OpexMetrics
+    components: List[OpexComponentInput] = Field(
+        default_factory=list)
+    parameters: OpexParameters
+    options: OpexOptions
+    currency: str | None
+
+
+__all__ = [
+    "ImpurityInput",
+    "ProfitabilityCalculationRequest",
+    "ProfitabilityCosts",
+    "ProfitabilityMetrics",
+    "CashFlowEntry",
+    "ProfitabilityCalculationResult",
+    "CapexComponentInput",
+    "CapexParameters",
+    "CapexCalculationOptions",
+    "CapexCalculationRequest",
+    "CapexCategoryBreakdown",
+    "CapexTotals",
+    "CapexTimelineEntry",
+    "CapexCalculationResult",
+    "OpexComponentInput",
+    "OpexParameters",
+    "OpexOptions",
+    "OpexCalculationRequest",
+    "OpexCategoryBreakdown",
+    "OpexTimelineEntry",
+    "OpexMetrics",
+    "OpexTotals",
+    "OpexCalculationResult",
+    "ValidationError",
+]

schemas/exports.py

@@ -0,0 +1,69 @@
+from __future__ import annotations
+
+from enum import Enum
+from typing import Literal
+
+from pydantic import BaseModel, ConfigDict, field_validator
+
+from services.export_query import ProjectExportFilters, ScenarioExportFilters
+
+
+class ExportFormat(str, Enum):
+    CSV = "csv"
+    XLSX = "xlsx"
+
+
+class BaseExportRequest(BaseModel):
+    format: ExportFormat = ExportFormat.CSV
+    include_metadata: bool = False
+
+    model_config = ConfigDict(extra="forbid")
+
+
+class ProjectExportRequest(BaseExportRequest):
+    filters: ProjectExportFilters | None = None
+
+    @field_validator("filters", mode="before")
+    @classmethod
+    def validate_filters(cls, value: ProjectExportFilters | None) -> ProjectExportFilters | None:
+        if value is None:
+            return None
+        if isinstance(value, ProjectExportFilters):
+            return value
+        return ProjectExportFilters(**value)
+
+
+class ScenarioExportRequest(BaseExportRequest):
+    filters: ScenarioExportFilters | None = None
+
+    @field_validator("filters", mode="before")
+    @classmethod
+    def validate_filters(cls, value: ScenarioExportFilters | None) -> ScenarioExportFilters | None:
+        if value is None:
+            return None
+        if isinstance(value, ScenarioExportFilters):
+            return value
+        return ScenarioExportFilters(**value)
+
+
+class ExportTicket(BaseModel):
+    token: str
+    format: ExportFormat
+    resource: Literal["projects", "scenarios"]
+
+    model_config = ConfigDict(extra="forbid")
+
+
+class ExportResponse(BaseModel):
+    ticket: ExportTicket
+
+    model_config = ConfigDict(extra="forbid")
+
+
+__all__ = [
+    "ExportFormat",
+    "ProjectExportRequest",
+    "ScenarioExportRequest",
+    "ExportTicket",
+    "ExportResponse",
+]