fix: Update pydantic version constraint in requirements.txt

refactor: Clean up imports in currencies and users routes
fix: Update theme settings saving logic and clean up test imports

.gitea/actions/setup-python-env/action.yml

@@ -0,0 +1,162 @@
+name: Setup Python Environment
+description: Configure Python, proxies, dependencies, and optional database setup for CI jobs.
+author: CalMiner Team
+inputs:
+  python-version:
+    description: Python version to install.
+    required: false
+    default: '3.10'
+  use-system-python:
+    description: Skip setup-python and rely on the system Python already available in the environment.
+    required: false
+    default: 'false'
+  install-playwright:
+    description: Install Playwright browsers when true.
+    required: false
+    default: 'false'
+  install-requirements:
+    description: Space-delimited list of requirement files to install.
+    required: false
+    default: 'requirements.txt requirements-test.txt'
+  run-db-setup:
+    description: Run database wait and setup scripts when true.
+    required: false
+    default: 'true'
+  db-dry-run:
+    description: Execute setup script dry run before live run when true.
+    required: false
+    default: 'true'
+  create-venv:
+    description: Create an isolated virtual environment when using the system Python.
+    required: false
+    default: 'false'
+runs:
+  using: composite
+  steps:
+    - name: Set up Python
+      if: ${{ inputs.use-system-python != 'true' }}
+      uses: actions/setup-python@v5
+      with:
+        python-version: ${{ inputs.python-version }}
+
+    - name: Verify system Python
+      if: ${{ inputs.use-system-python == 'true' }}
+      shell: bash
+      run: |
+        set -euo pipefail
+        if ! command -v python >/dev/null 2>&1; then
+          echo "Python executable not found on PATH" >&2
+          exit 1
+        fi
+        python --version
+        python -m pip --version >/dev/null 2>&1 || python -m ensurepip --upgrade
+        python -m pip --version
+    - name: Create virtual environment
+      if: ${{ inputs.use-system-python == 'true' && inputs.create-venv == 'true' }}
+      shell: bash
+      run: |
+        set -euo pipefail
+        if [ -z "${RUNNER_TEMP:-}" ]; then
+          echo "RUNNER_TEMP is not set; cannot create virtual environment" >&2
+          exit 1
+        fi
+        VENV_PATH="$(mktemp -d "${RUNNER_TEMP%/}/ci-venv-XXXXXX")"
+        python -m venv "${VENV_PATH}"
+        PATH_ENTRY=""
+        if [ -f "${VENV_PATH}/bin/activate" ]; then
+          PATH_ENTRY="${VENV_PATH}/bin"
+        elif [ -f "${VENV_PATH}/Scripts/activate" ]; then
+          PATH_ENTRY="${VENV_PATH}/Scripts"
+        else
+          echo "Unable to locate virtual environment scripts" >&2
+          exit 1
+        fi
+        export PATH="${PATH_ENTRY}:${PATH}"
+        echo "${PATH_ENTRY}" >> "${GITHUB_PATH}"
+        echo "VIRTUAL_ENV=${VENV_PATH}" >> "${GITHUB_ENV}"
+        # Re-evaluate the python binary for subsequent steps
+        python --version
+        python -m pip --version
+    - name: Configure apt proxy
+      shell: bash
+      run: |
+        set -euo pipefail
+        PROXY_HOST="http://apt-cacher:3142"
+        if ! curl -fsS --connect-timeout 3 "${PROXY_HOST}" >/dev/null; then
+          PROXY_HOST="http://192.168.88.14:3142"
+        fi
+        echo "Using APT proxy ${PROXY_HOST}"
+        {
+          echo "http_proxy=${PROXY_HOST}"
+          echo "https_proxy=${PROXY_HOST}"
+          echo "HTTP_PROXY=${PROXY_HOST}"
+          echo "HTTPS_PROXY=${PROXY_HOST}"
+        } >> "$GITHUB_ENV"
+        if command -v sudo >/dev/null 2>&1; then
+          printf 'Acquire::http::Proxy "%s";\nAcquire::https::Proxy "%s";\n' "${PROXY_HOST}" "${PROXY_HOST}" | sudo tee /etc/apt/apt.conf.d/01proxy >/dev/null
+        elif [ "$(id -u)" -eq 0 ]; then
+          printf 'Acquire::http::Proxy "%s";\nAcquire::https::Proxy "%s";\n' "${PROXY_HOST}" "${PROXY_HOST}" > /etc/apt/apt.conf.d/01proxy
+        else
+          echo "Skipping /etc/apt/apt.conf.d/01proxy update; sudo/root not available" >&2
+        fi
+    - name: Install dependencies
+      shell: bash
+      run: |
+        set -euo pipefail
+        requirements="${{ inputs.install-requirements }}"
+        if [ -n "${requirements}" ]; then
+          for requirement in ${requirements}; do
+            if [ -f "${requirement}" ]; then
+              python -m pip install -r "${requirement}"
+            else
+              echo "Requirement file ${requirement} not found" >&2
+              exit 1
+            fi
+          done
+        fi
+    - name: Install Playwright browsers
+      if: ${{ inputs.install-playwright == 'true' }}
+      shell: bash
+      run: |
+        set -euo pipefail
+        python -m playwright install --with-deps
+    - name: Wait for database service
+      if: ${{ inputs.run-db-setup == 'true' }}
+      shell: bash
+      run: |
+        set -euo pipefail
+        python - <<'PY'
+        import os
+        import time
+
+        import psycopg2
+
+        dsn = (
+            f"dbname={os.environ['DATABASE_SUPERUSER_DB']} "
+            f"user={os.environ['DATABASE_SUPERUSER']} "
+            f"password={os.environ['DATABASE_SUPERUSER_PASSWORD']} "
+            f"host={os.environ['DATABASE_HOST']} "
+            f"port={os.environ['DATABASE_PORT']}"
+        )
+
+        for attempt in range(30):
+            try:
+                with psycopg2.connect(dsn):
+                    break
+            except psycopg2.OperationalError:
+                time.sleep(2)
+        else:
+            raise SystemExit("Postgres service did not become available")
+        PY
+    - name: Run database setup (dry run)
+      if: ${{ inputs.run-db-setup == 'true' && inputs.db-dry-run == 'true' }}
+      shell: bash
+      run: |
+        set -euo pipefail
+        python scripts/setup_database.py --ensure-database --ensure-role --ensure-schema --initialize-schema --run-migrations --seed-data --dry-run -v
+    - name: Run database setup
+      if: ${{ inputs.run-db-setup == 'true' }}
+      shell: bash
+      run: |
+        set -euo pipefail
+        python scripts/setup_database.py --ensure-database --ensure-role --ensure-schema --initialize-schema --run-migrations --seed-data -v

.gitea/workflows/build-and-push.yml

@@ -1,11 +1,16 @@
 name: Build and Push Docker Image
 on:
-  push:
+  workflow_run:
+    workflows:
+      - Run Tests
     branches:
       - main
+    types:
+      - completed
 
 jobs:
   build-and-push:
+    if: ${{ github.event.workflow_run.conclusion == 'success' }}
     runs-on: ubuntu-latest
     env:
       DEFAULT_BRANCH: main
@@ -14,6 +19,8 @@ jobs:
       REGISTRY_URL: ${{ secrets.REGISTRY_URL }}
       REGISTRY_USERNAME: ${{ secrets.REGISTRY_USERNAME }}
       REGISTRY_PASSWORD: ${{ secrets.REGISTRY_PASSWORD }}
+      WORKFLOW_RUN_HEAD_BRANCH: ${{ github.event.workflow_run.head_branch }}
+      WORKFLOW_RUN_HEAD_SHA: ${{ github.event.workflow_run.head_sha }}
     steps:
       - name: Checkout code
         uses: actions/checkout@v4
@@ -26,6 +33,14 @@ jobs:
           event_name="${GITHUB_EVENT_NAME:-}"
           sha="${GITHUB_SHA:-}"
 
+          if [ -z "$ref_name" ] && [ -n "${WORKFLOW_RUN_HEAD_BRANCH:-}" ]; then
+            ref_name="${WORKFLOW_RUN_HEAD_BRANCH}"
+          fi
+
+          if [ -z "$sha" ] && [ -n "${WORKFLOW_RUN_HEAD_SHA:-}" ]; then
+            sha="${WORKFLOW_RUN_HEAD_SHA}"
+          fi
+
           if [ "$ref_name" = "${DEFAULT_BRANCH:-main}" ]; then
             echo "on_default=true" >> "$GITHUB_OUTPUT"
           else
@@ -38,6 +53,8 @@ jobs:
 
       - name: Set up QEMU and Buildx
         uses: docker/setup-buildx-action@v3
+        with:
+          install: false
 
       - name: Log in to Gitea registry
         if: ${{ steps.meta.outputs.on_default == 'true' }}
@@ -57,3 +74,5 @@ jobs:
           tags: |
             ${{ env.REGISTRY_URL }}/${{ env.REGISTRY_ORG }}/${{ env.REGISTRY_IMAGE_NAME }}:latest
             ${{ env.REGISTRY_URL }}/${{ env.REGISTRY_ORG }}/${{ env.REGISTRY_IMAGE_NAME }}:${{ steps.meta.outputs.sha }}
+          cache-from: type=gha
+          cache-to: type=gha,mode=max

.gitea/workflows/deploy.yml

@@ -1,11 +1,16 @@
 name: Deploy to Server
 on:
-  push:
+  workflow_run:
+    workflows:
+      - Build and Push Docker Image
     branches:
       - main
+    types:
+      - completed
 
 jobs:
   deploy:
+    if: ${{ github.event.workflow_run.conclusion == 'success' }}
     runs-on: ubuntu-latest
     env:
       DEFAULT_BRANCH: main
@@ -14,6 +19,8 @@ jobs:
       REGISTRY_URL: ${{ secrets.REGISTRY_URL }}
       REGISTRY_USERNAME: ${{ secrets.REGISTRY_USERNAME }}
       REGISTRY_PASSWORD: ${{ secrets.REGISTRY_PASSWORD }}
+      WORKFLOW_RUN_HEAD_BRANCH: ${{ github.event.workflow_run.head_branch }}
+      WORKFLOW_RUN_HEAD_SHA: ${{ github.event.workflow_run.head_sha }}
     steps:
       - name: SSH and deploy
         uses: appleboy/ssh-action@master
@@ -22,7 +29,15 @@ jobs:
           username: ${{ secrets.SSH_USERNAME }}
           key: ${{ secrets.SSH_PRIVATE_KEY }}
           script: |
-            docker pull ${{ env.REGISTRY_URL }}/${{ env.REGISTRY_ORG }}/${{ env.REGISTRY_IMAGE_NAME }}:latest
+            IMAGE_SHA="${{ env.WORKFLOW_RUN_HEAD_SHA }}"
+            IMAGE_PATH="${{ env.REGISTRY_URL }}/${{ env.REGISTRY_ORG }}/${{ env.REGISTRY_IMAGE_NAME }}"
+
+            if [ -z "$IMAGE_SHA" ]; then
+              echo "Missing workflow run head SHA; aborting deployment." >&2
+              exit 1
+            fi
+
+            docker pull "$IMAGE_PATH:$IMAGE_SHA"
             docker stop calminer || true
             docker rm calminer || true
             docker run -d --name calminer -p 8000:8000 \
@@ -33,4 +48,17 @@ jobs:
               -e DATABASE_PASSWORD=${{ secrets.DATABASE_PASSWORD }} \
               -e DATABASE_NAME=${{ secrets.DATABASE_NAME }} \
               -e DATABASE_SCHEMA=${{ secrets.DATABASE_SCHEMA }} \
-              ${{ secrets.REGISTRY_URL }}/${{ secrets.REGISTRY_USERNAME }}/calminer:latest
+              "$IMAGE_PATH:$IMAGE_SHA"
+
+            for attempt in {1..10}; do
+              if curl -fsS http://localhost:8000/health >/dev/null; then
+                echo "Deployment health check passed"
+                exit 0
+              fi
+              echo "Health check attempt ${attempt} failed; retrying in 3s"
+              sleep 3
+            done
+
+            echo "Deployment health check failed after retries" >&2
+            docker logs calminer >&2 || true
+            exit 1

.gitea/workflows/test-e2e.yml

@@ -0,0 +1,85 @@
+name: Run E2E Tests
+
+on:
+  push:
+    branches:
+      - '**'
+  pull_request:
+    branches:
+      - main
+  workflow_dispatch:
+
+jobs:
+  e2e:
+    name: E2E Tests
+    runs-on: ubuntu-latest
+    container: mcr.microsoft.com/playwright/python:v1.55.0-jammy
+    env:
+      DATABASE_DRIVER: postgresql
+      DATABASE_HOST: postgres
+      DATABASE_PORT: '5432'
+      DATABASE_NAME: calminer_ci
+      DATABASE_USER: calminer
+      DATABASE_PASSWORD: secret
+      DATABASE_SCHEMA: public
+      DATABASE_SUPERUSER: calminer
+      DATABASE_SUPERUSER_PASSWORD: secret
+      DATABASE_SUPERUSER_DB: calminer_ci
+      DATABASE_URL: postgresql+psycopg2://calminer:secret@postgres:5432/calminer_ci
+    services:
+      postgres:
+        image: postgres:16
+        env:
+          POSTGRES_DB: calminer_ci
+          POSTGRES_USER: calminer
+          POSTGRES_PASSWORD: secret
+        options: >-
+          --health-cmd "pg_isready -U calminer -d calminer_ci"
+          --health-interval 10s
+          --health-timeout 5s
+          --health-retries 10
+    steps:
+      - name: Install Node.js runtime
+        shell: bash
+        run: |
+          set -euo pipefail
+          export DEBIAN_FRONTEND=noninteractive
+          curl -fsSL https://deb.nodesource.com/setup_20.x | bash -
+          apt-get install -y nodejs
+
+      - name: Checkout code
+        uses: actions/checkout@v4
+
+      - name: Export PYTHONPATH
+        shell: bash
+        run: |
+          set -euo pipefail
+          echo "PYTHONPATH=${{ github.workspace }}" >> "$GITHUB_ENV"
+
+      - name: Prepare Python environment
+        uses: ./.gitea/actions/setup-python-env
+        with:
+          use-system-python: 'true'
+          install-playwright: 'true'
+          run-db-setup: 'true'
+
+      - name: Run e2e tests
+        shell: bash
+        run: |
+          set -euo pipefail
+          mkdir -p artifacts/pytest
+          pytest tests/e2e --junitxml=artifacts/pytest/e2e-results.xml
+
+      - name: Upload pytest results
+        if: always()
+        uses: actions/upload-artifact@v3
+        with:
+          name: e2e-pytest-results
+          path: artifacts/pytest/
+
+      - name: Upload Playwright artifacts
+        if: failure()
+        uses: actions/upload-artifact@v3
+        with:
+          name: playwright-artifacts
+          path: playwright-report

.gitea/workflows/test.yml

@@ -2,124 +2,71 @@ name: Run Tests
 on: [push]
 
 jobs:
-  test:
+  lint:
+    name: Lint
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout code
+        uses: actions/checkout@v4
+
+      - name: Export PYTHONPATH
+        shell: bash
+        run: |
+          set -euo pipefail
+          echo "PYTHONPATH=${{ github.workspace }}" >> "$GITHUB_ENV"
+
+      - name: Prepare Python environment
+        uses: ./.gitea/actions/setup-python-env
+        with:
+          use-system-python: 'true'
+          run-db-setup: 'false'
+          create-venv: 'true'
+
+      - name: Run lint checks
+        run: ruff check .
+
+  unit:
+    name: Unit Tests
+    runs-on: ubuntu-latest
+    env:
+      DATABASE_DRIVER: postgresql
+      DATABASE_HOST: postgres
+      DATABASE_PORT: '5432'
+      DATABASE_NAME: calminer_ci
+      DATABASE_USER: calminer
+      DATABASE_PASSWORD: secret
+      DATABASE_SCHEMA: public
+      DATABASE_SUPERUSER: calminer
+      DATABASE_SUPERUSER_PASSWORD: secret
+      DATABASE_SUPERUSER_DB: calminer_ci
+      DATABASE_URL: postgresql+psycopg2://calminer:secret@postgres:5432/calminer_ci
     services:
       postgres:
-        image: postgres:16-alpine
+        image: postgres:16
         env:
           POSTGRES_DB: calminer_ci
           POSTGRES_USER: calminer
           POSTGRES_PASSWORD: secret
-        ports:
-          - 5432:5432
         options: >-
           --health-cmd "pg_isready -U calminer -d calminer_ci"
           --health-interval 10s
           --health-timeout 5s
           --health-retries 10
-    runs-on: ubuntu-latest
     steps:
       - name: Checkout code
         uses: actions/checkout@v4
-      - name: Set up Python
-        uses: actions/setup-python@v5
-        with:
-          python-version: "3.10"
-      - name: Configure apt proxy
+
+      - name: Export PYTHONPATH
+        shell: bash
         run: |
           set -euo pipefail
-          PROXY_HOST="http://apt-cacher:3142"
-          if ! curl -fsS --connect-timeout 3 "${PROXY_HOST}" >/dev/null; then
-            PROXY_HOST="http://192.168.88.14:3142"
-          fi
-          echo "Using APT proxy ${PROXY_HOST}"
-          echo "http_proxy=${PROXY_HOST}" >> "$GITHUB_ENV"
-          echo "https_proxy=${PROXY_HOST}" >> "$GITHUB_ENV"
-          echo "HTTP_PROXY=${PROXY_HOST}" >> "$GITHUB_ENV"
-          echo "HTTPS_PROXY=${PROXY_HOST}" >> "$GITHUB_ENV"
-          sudo tee /etc/apt/apt.conf.d/01proxy >/dev/null <<EOF
-          Acquire::http::Proxy "${PROXY_HOST}";
-          Acquire::https::Proxy "${PROXY_HOST}";
-          EOF
-      # - name: Cache pip
-      #   uses: actions/cache@v4
-      #   with:
-      #     path: ~/.cache/pip
-      #     key: ${{ runner.os }}-pip-${{ hashFiles('requirements.txt', 'requirements-test.txt') }}
-      #     restore-keys: |
-      #       ${{ runner.os }}-pip-${{ hashFiles('requirements.txt') }}
-      #       ${{ runner.os }}-pip-
-      - name: Install dependencies
-        run: |
-          pip install -r requirements.txt
-          pip install -r requirements-test.txt
-      - name: Install Playwright browsers
-        run: |
-          python -m playwright install --with-deps
-      - name: Wait for database service
-        env:
-          DATABASE_DRIVER: postgresql
-          DATABASE_HOST: postgres
-          DATABASE_PORT: "5432"
-          DATABASE_NAME: calminer_ci
-          DATABASE_USER: calminer
-          DATABASE_PASSWORD: secret
-          DATABASE_SCHEMA: public
-          DATABASE_SUPERUSER: calminer
-          DATABASE_SUPERUSER_PASSWORD: secret
-          DATABASE_SUPERUSER_DB: calminer_ci
-        run: |
-          python - <<'PY'
-          import os
-          import time
+          echo "PYTHONPATH=${{ github.workspace }}" >> "$GITHUB_ENV"
 
-          import psycopg2
+      - name: Prepare Python environment
+        uses: ./.gitea/actions/setup-python-env
+        with:
+          use-system-python: 'true'
+          create-venv: 'true'
 
-          dsn = (
-              f"dbname={os.environ['DATABASE_SUPERUSER_DB']} "
-              f"user={os.environ['DATABASE_SUPERUSER']} "
-              f"password={os.environ['DATABASE_SUPERUSER_PASSWORD']} "
-              f"host={os.environ['DATABASE_HOST']} "
-              f"port={os.environ['DATABASE_PORT']}"
-          )
-
-          for attempt in range(30):
-              try:
-                  with psycopg2.connect(dsn):
-                      break
-              except psycopg2.OperationalError:
-                  time.sleep(2)
-          else:
-              raise SystemExit("Postgres service did not become available")
-          PY
-      - name: Run database setup (dry run)
-        env:
-          DATABASE_DRIVER: postgresql
-          DATABASE_HOST: postgres
-          DATABASE_PORT: "5432"
-          DATABASE_NAME: calminer_ci
-          DATABASE_USER: calminer
-          DATABASE_PASSWORD: secret
-          DATABASE_SCHEMA: public
-          DATABASE_SUPERUSER: calminer
-          DATABASE_SUPERUSER_PASSWORD: secret
-          DATABASE_SUPERUSER_DB: calminer_ci
-        run: python scripts/setup_database.py --ensure-database --ensure-role --ensure-schema --initialize-schema --run-migrations --seed-data --dry-run -v
-      - name: Run database setup
-        env:
-          DATABASE_DRIVER: postgresql
-          DATABASE_HOST: postgres
-          DATABASE_PORT: "5432"
-          DATABASE_NAME: calminer_ci
-          DATABASE_USER: calminer
-          DATABASE_PASSWORD: secret
-          DATABASE_SCHEMA: public
-          DATABASE_SUPERUSER: calminer
-          DATABASE_SUPERUSER_PASSWORD: secret
-          DATABASE_SUPERUSER_DB: calminer_ci
-        run: python scripts/setup_database.py --ensure-database --ensure-role --ensure-schema --initialize-schema --run-migrations --seed-data -v
-      - name: Run tests
-        env:
-          DATABASE_URL: postgresql+psycopg2://calminer:secret@postgres:5432/calminer_ci
-          DATABASE_SCHEMA: public
-        run: pytest
+      - name: Run unit tests
+        run: pytest tests/unit

.gitignore

@@ -45,3 +45,6 @@ logs/
 # SQLite database
 *.sqlite3
 test*.db
+
+# Docker files
+.runner

.prettierrc

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

README.md

@@ -78,7 +78,19 @@ docker run --rm -p 8000:8000 ^
 
 ### Orchestrated Deployment
 
-Use `docker compose` or an orchestrator of your choice to co-locate PostgreSQL/Redis alongside the app when needed. The image expects migrations to be applied before startup.
+Use `docker compose` or an orchestrator of your choice to co-locate PostgreSQL/Redis/Traefik alongside the app when needed. The image expects migrations to be applied before startup.
+
+### Production docker-compose workflow
+
+`docker-compose.prod.yml` covers the API plus optional Traefik (`reverse-proxy` profile) and on-host Postgres (`local-db` profile). Commands, health checks, and environment variables are documented in [docs/quickstart.md](docs/quickstart.md#compose-driven-production-stack) and expanded in [docs/architecture/07_deployment_view.md](docs/architecture/07_deployment_view.md).
+
+### Development docker-compose workflow
+
+`docker-compose.dev.yml` runs FastAPI (with reload) and Postgres in a single stack. See [docs/quickstart.md](docs/quickstart.md#compose-driven-development-stack) for lifecycle commands and troubleshooting, plus the architecture chapter ([docs/architecture/15_development_setup.md](docs/architecture/15_development_setup.md)) for deeper context.
+
+### Test docker-compose workflow
+
+`docker-compose.test.yml` mirrors the CI pipeline: it provisions Postgres, runs the database bootstrap script, and executes pytest. Usage examples live in [docs/quickstart.md](docs/quickstart.md#compose-driven-test-stack).
 
 ## CI/CD expectations
 

config/database.py

@@ -56,3 +56,11 @@ DATABASE_URL = _build_database_url()
 engine = create_engine(DATABASE_URL, echo=True, future=True)
 SessionLocal = sessionmaker(autocommit=False, autoflush=False, bind=engine)
 Base = declarative_base()
+
+
+def get_db():
+    db = SessionLocal()
+    try:
+        yield db
+    finally:
+        db.close()

config/setup_production.env.example

@@ -0,0 +1,35 @@
+# 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

docker-compose.dev.yml

@@ -0,0 +1,50 @@
+services:
+  api:
+    build:
+      context: .
+      dockerfile: Dockerfile
+    command: uvicorn main:app --host 0.0.0.0 --port 8000 --reload
+    ports:
+      - "8000:8000"
+    environment:
+      - DATABASE_HOST=db
+      - DATABASE_PORT=5432
+      - DATABASE_USER=calminer
+      - DATABASE_PASSWORD=calminer
+      - DATABASE_NAME=calminer_dev
+    volumes:
+      - .:/app
+    depends_on:
+      db:
+        condition: service_healthy
+    networks:
+      - calminer_backend
+
+  db:
+    image: postgres:16
+    restart: unless-stopped
+    environment:
+      - POSTGRES_DB=calminer_dev
+      - POSTGRES_USER=calminer
+      - POSTGRES_PASSWORD=calminer
+      - LANG=en_US.UTF-8
+      - LC_ALL=en_US.UTF-8
+      - POSTGRES_INITDB_ARGS=--encoding=UTF8 --locale=en_US.UTF-8
+    ports:
+      - "5432:5432"
+    volumes:
+      - pg_data_dev:/var/lib/postgresql/data
+    healthcheck:
+      test: ["CMD-SHELL", "pg_isready -U calminer -d calminer_dev"]
+      interval: 10s
+      timeout: 5s
+      retries: 5
+    networks:
+      - calminer_backend
+
+networks:
+  calminer_backend:
+    driver: bridge
+
+volumes:
+  pg_data_dev:

docker-compose.prod.yml

@@ -0,0 +1,130 @@
+services:
+  api:
+    image: ${CALMINER_IMAGE:-calminer-api:latest}
+    build:
+      context: .
+      dockerfile: Dockerfile
+    restart: unless-stopped
+    env_file:
+      - config/setup_production.env
+    environment:
+      UVICORN_WORKERS: ${UVICORN_WORKERS:-2}
+      UVICORN_LOG_LEVEL: ${UVICORN_LOG_LEVEL:-info}
+    command:
+      [
+        "sh",
+        "-c",
+        "uvicorn main:app --host 0.0.0.0 --port 8000 --workers ${UVICORN_WORKERS:-2} --log-level ${UVICORN_LOG_LEVEL:-info}",
+      ]
+    ports:
+      - "${CALMINER_API_PORT:-8000}:8000"
+    deploy:
+      resources:
+        limits:
+          cpus: ${API_LIMIT_CPUS:-1.0}
+          memory: ${API_LIMIT_MEMORY:-1g}
+        reservations:
+          memory: ${API_RESERVATION_MEMORY:-512m}
+    healthcheck:
+      test:
+        - "CMD-SHELL"
+        - 'python -c "import urllib.request; urllib.request.urlopen(''http://127.0.0.1:8000/health'').read()"'
+      interval: 30s
+      timeout: 10s
+      retries: 5
+      start_period: 30s
+    networks:
+      - calminer_backend
+    logging:
+      driver: json-file
+      options:
+        max-size: "10m"
+        max-file: "3"
+    labels:
+      - "traefik.enable=true"
+      - "traefik.http.routers.calminer.rule=Host(`${CALMINER_DOMAIN}`)"
+      - "traefik.http.routers.calminer.entrypoints=websecure"
+      - "traefik.http.routers.calminer.tls.certresolver=letsencrypt"
+      - "traefik.http.services.calminer.loadbalancer.server.port=8000"
+
+  traefik:
+    image: traefik:v3.1
+    restart: unless-stopped
+    command:
+      - "--providers.docker=true"
+      - "--providers.docker.exposedbydefault=false"
+      - "--entrypoints.web.address=:80"
+      - "--entrypoints.websecure.address=:443"
+      - "--certificatesresolvers.letsencrypt.acme.tlschallenge=true"
+      - "--certificatesresolvers.letsencrypt.acme.email=${TRAEFIK_ACME_EMAIL:?TRAEFIK_ACME_EMAIL not set}"
+      - "--certificatesresolvers.letsencrypt.acme.storage=/letsencrypt/acme.json"
+    ports:
+      - "80:80"
+      - "443:443"
+    deploy:
+      resources:
+        limits:
+          cpus: ${TRAEFIK_LIMIT_CPUS:-0.5}
+          memory: ${TRAEFIK_LIMIT_MEMORY:-512m}
+    volumes:
+      - /var/run/docker.sock:/var/run/docker.sock:ro
+      - traefik_letsencrypt:/letsencrypt
+    networks:
+      - calminer_backend
+    profiles:
+      - reverse-proxy
+    healthcheck:
+      test:
+        - "CMD"
+        - "traefik"
+        - "healthcheck"
+        - "--entrypoints=web"
+        - "--entrypoints=websecure"
+      interval: 30s
+      timeout: 10s
+      retries: 5
+
+  postgres:
+    image: postgres:16
+    profiles:
+      - local-db
+    restart: unless-stopped
+    environment:
+      POSTGRES_DB: ${POSTGRES_DB:-calminer}
+      POSTGRES_USER: ${POSTGRES_USER:-calminer}
+      POSTGRES_PASSWORD: ${POSTGRES_PASSWORD:-changeme}
+      LANG: en_US.UTF-8
+      LC_ALL: en_US.UTF-8
+      POSTGRES_INITDB_ARGS: --encoding=UTF8 --locale=en_US.UTF-8
+    ports:
+      - "${CALMINER_DB_PORT:-5432}:5432"
+    deploy:
+      resources:
+        limits:
+          cpus: ${POSTGRES_LIMIT_CPUS:-1.0}
+          memory: ${POSTGRES_LIMIT_MEMORY:-2g}
+        reservations:
+          memory: ${POSTGRES_RESERVATION_MEMORY:-1g}
+    volumes:
+      - pg_data_prod:/var/lib/postgresql/data
+      - ./backups:/backups
+    healthcheck:
+      test:
+        [
+          "CMD-SHELL",
+          "pg_isready -U ${POSTGRES_USER:-calminer} -d ${POSTGRES_DB:-calminer}",
+        ]
+      interval: 30s
+      timeout: 10s
+      retries: 5
+    networks:
+      - calminer_backend
+
+networks:
+  calminer_backend:
+    name: ${CALMINER_NETWORK:-calminer_backend}
+    driver: bridge
+
+volumes:
+  pg_data_prod:
+  traefik_letsencrypt:

docker-compose.test.yml

@@ -0,0 +1,82 @@
+services:
+  tests:
+    build:
+      context: .
+      dockerfile: Dockerfile
+    command: >
+      sh -c "set -eu; pip install -r requirements-test.txt; python scripts/setup_database.py --ensure-database --ensure-role --ensure-schema --initialize-schema --run-migrations --seed-data --dry-run -v; python scripts/setup_database.py --ensure-database --ensure-role --ensure-schema --initialize-schema --run-migrations --seed-data -v; pytest $${PYTEST_TARGET:-tests/unit}"
+    environment:
+      DATABASE_DRIVER: postgresql
+      DATABASE_HOST: postgres
+      DATABASE_PORT: 5432
+      DATABASE_NAME: calminer_test
+      DATABASE_USER: calminer_test
+      DATABASE_PASSWORD: calminer_test_password
+      DATABASE_SCHEMA: public
+      DATABASE_SUPERUSER: postgres
+      DATABASE_SUPERUSER_PASSWORD: postgres
+      DATABASE_SUPERUSER_DB: postgres
+      DATABASE_URL: postgresql+psycopg2://calminer_test:calminer_test_password@postgres:5432/calminer_test
+      PYTEST_TARGET: tests/unit
+      PYTHONPATH: /app
+    depends_on:
+      postgres:
+        condition: service_healthy
+    volumes:
+      - .:/app
+      - pip_cache_test:/root/.cache/pip
+    networks:
+      - calminer_test
+
+  api:
+    build:
+      context: .
+      dockerfile: Dockerfile
+    command: uvicorn main:app --host 0.0.0.0 --port 8000 --reload
+    environment:
+      DATABASE_DRIVER: postgresql
+      DATABASE_HOST: postgres
+      DATABASE_PORT: 5432
+      DATABASE_NAME: calminer_test
+      DATABASE_USER: calminer_test
+      DATABASE_PASSWORD: calminer_test_password
+      DATABASE_SCHEMA: public
+      DATABASE_URL: postgresql+psycopg2://calminer_test:calminer_test_password@postgres:5432/calminer_test
+      PYTHONPATH: /app
+    depends_on:
+      postgres:
+        condition: service_healthy
+    ports:
+      - "8001:8000"
+    networks:
+      - calminer_test
+
+  postgres:
+    image: postgres:16
+    restart: unless-stopped
+    environment:
+      POSTGRES_DB: calminer_test
+      POSTGRES_USER: postgres
+      POSTGRES_PASSWORD: postgres
+      LANG: en_US.UTF-8
+      LC_ALL: en_US.UTF-8
+      POSTGRES_INITDB_ARGS: --encoding=UTF8 --locale=en_US.UTF-8
+    healthcheck:
+      test: ["CMD-SHELL", "pg_isready -U postgres -d calminer_test"]
+      interval: 10s
+      timeout: 5s
+      retries: 5
+    ports:
+      - "5433:5432"
+    volumes:
+      - pg_data_test:/var/lib/postgresql/data
+    networks:
+      - calminer_test
+
+networks:
+  calminer_test:
+    driver: bridge
+
+volumes:
+  pg_data_test:
+  pip_cache_test:

docker-compose.yml

@@ -0,0 +1,39 @@
+services:
+  api:
+    image: ${CALMINER_IMAGE:-calminer-api:latest}
+    build:
+      context: .
+      dockerfile: Dockerfile
+    restart: unless-stopped
+    env_file:
+      - config/setup_production.env
+    environment:
+      UVICORN_WORKERS: ${UVICORN_WORKERS:-2}
+      UVICORN_LOG_LEVEL: ${UVICORN_LOG_LEVEL:-info}
+    command:
+      [
+        "sh",
+        "-c",
+        "uvicorn main:app --host 0.0.0.0 --port 8000 --workers ${UVICORN_WORKERS:-2} --log-level ${UVICORN_LOG_LEVEL:-info}",
+      ]
+    ports:
+      - "${CALMINER_API_PORT:-8000}:8000"
+    healthcheck:
+      test:
+        - "CMD-SHELL"
+        - 'python -c "import urllib.request; urllib.request.urlopen(''http://127.0.0.1:8000/docs'').read()"'
+      interval: 30s
+      timeout: 10s
+      retries: 5
+      start_period: 30s
+    networks:
+      - calminer_backend
+    logging:
+      driver: json-file
+      options:
+        max-size: "10m"
+        max-file: "3"
+
+networks:
+  calminer_backend:
+    driver: bridge

docs/architecture/02_architecture_constraints.md

@@ -1,66 +1,18 @@
 ---
-title: "02 — Architecture Constraints"
-description: "Document imposed constraints: technical, organizational, regulatory, and environmental constraints that affect architecture decisions."
-status: skeleton
+title: '02 — Architecture Constraints'
+description: 'Document imposed constraints: technical, organizational, regulatory, and environmental constraints that affect architecture decisions.'
+status: draft
 ---
 
 # 02 — Architecture Constraints
 
-## Technical Constraints
+## Constraints Overview
 
-> e.g., choice of FastAPI, PostgreSQL, SQLAlchemy, Chart.js, Jinja2 templates.
-
-The architecture of CalMiner is influenced by several technical constraints that shape its design and implementation:
-
-1. **Framework Selection**: The choice of FastAPI as the web framework imposes constraints on how the application handles requests, routing, and middleware. FastAPI's asynchronous capabilities must be leveraged appropriately to ensure optimal performance.
-2. **Database Technology**: The use of PostgreSQL as the primary database system dictates the data modeling, querying capabilities, and transaction management strategies. SQLAlchemy ORM is used for database interactions, which requires adherence to its conventions and limitations.
-3. **Frontend Technologies**: The decision to use Jinja2 for server-side templating and Chart.js for data visualization influences the structure of the frontend code and the way dynamic content is rendered.
-4. **Simulation Logic**: The Monte Carlo simulation logic must be designed to efficiently handle large datasets and perform computations within the constraints of the chosen programming language (Python) and its libraries.
-
-## Organizational Constraints
-
-> e.g., team skillsets, development workflows, CI/CD pipelines.
-
-Restrictions arising from organizational factors include:
-
-1. **Team Expertise**: The development team’s familiarity with FastAPI, SQLAlchemy, and frontend technologies like Jinja2 and Chart.js influences the architecture choices to ensure maintainability and ease of development.
-2. **Development Processes**: The adoption of Agile methodologies and CI/CD pipelines (using Gitea Actions) shapes the architecture to support continuous integration, automated testing, and deployment practices.
-3. **Collaboration Tools**: The use of specific collaboration and version control tools (e.g., Gitea) affects how code is managed, reviewed, and integrated, impacting the overall architecture and development workflow.
-4. **Documentation Standards**: The requirement for comprehensive documentation (as seen in the `docs/` folder) necessitates an architecture that is well-structured and easy to understand for both current and future team members.
-5. **Knowledge Sharing**: The need for effective knowledge sharing and onboarding processes influences the architecture to ensure that it is accessible and understandable for new team members.
-6. **Resource Availability**: The availability of hardware, software, and human resources within the organization can impose constraints on the architecture, affecting decisions related to scalability, performance, and feature implementation.
-
-## Regulatory Constraints
-
-> e.g., data privacy laws, industry standards.
-
-Regulatory constraints that impact the architecture of CalMiner include:
-
-1. **Data Privacy Compliance**: The architecture must ensure compliance with data privacy regulations such as GDPR or CCPA, which may dictate how user data is collected, stored, and processed.
-2. **Industry Standards**: Adherence to industry-specific standards and best practices may influence the design of data models, security measures, and reporting functionalities.
-3. **Auditability**: The system may need to incorporate logging and auditing features to meet regulatory requirements, affecting the architecture of data storage and access controls.
-4. **Data Retention Policies**: Regulatory requirements regarding data retention and deletion may impose constraints on how long certain types of data can be stored, influencing database design and data lifecycle management.
-5. **Security Standards**: Compliance with security standards (e.g., ISO/IEC 27001) may necessitate the implementation of specific security measures, such as encryption, access controls, and vulnerability management, which impact the overall architecture.
-
-## Environmental Constraints
-
-> e.g., deployment environments, cloud provider limitations.
-
-Environmental constraints affecting the architecture include:
-
-1. **Deployment Environments**: The architecture must accommodate various deployment environments (development, testing, production) with differing configurations and resource allocations.
-2. **Cloud Provider Limitations**: If deployed on a specific cloud provider, the architecture may need to align with the provider's services, limitations, and best practices, such as using managed databases or specific container orchestration tools.
-3. **Containerization**: The use of Docker for containerization imposes constraints on how the application is packaged, deployed, and scaled, influencing the architecture to ensure compatibility with container orchestration platforms.
-4. **Scalability Requirements**: The architecture must be designed to scale efficiently based on anticipated load and usage patterns, considering the limitations of the chosen infrastructure.
-
-## Performance Constraints
-
-> e.g., response time requirements, scalability needs.
-
-Current performance constraints include:
-
-1. **Response Time Requirements**: The architecture must ensure that the system can respond to user requests within a specified time frame, which may impact design decisions related to caching, database queries, and API performance.
-2. **Scalability Needs**: The system should be able to handle increased load and user traffic without significant degradation in performance, necessitating a scalable architecture that can grow with demand.
+- [Technical Constraints](02_constraints/02_01_technical_constraints.md)
+- [Organizational Constraints](02_constraints/02_02_organizational_constraints.md)
+- [Regulatory Constraints](02_constraints/02_03_regulatory_constraints.md)
+- [Environmental Constraints](02_constraints/02_04_environmental_constraints.md)
+- [Performance Constraints](02_constraints/02_05_performance_constraints.md)
 
 ## Security Constraints
 

docs/architecture/02_constraints/02_01_technical_constraints.md

@@ -0,0 +1,16 @@
+---
+title: '02 — Technical Constraints'
+description: 'Technical constraints that affect architecture decisions.'
+status: draft
+---
+
+# Technical Constraints
+
+> e.g., choice of FastAPI, PostgreSQL, SQLAlchemy, Chart.js, Jinja2 templates.
+
+The architecture of CalMiner is influenced by several technical constraints that shape its design and implementation:
+
+1. **Framework Selection**: The choice of FastAPI as the web framework imposes constraints on how the application handles requests, routing, and middleware. FastAPI's asynchronous capabilities must be leveraged appropriately to ensure optimal performance.
+2. **Database Technology**: The use of PostgreSQL as the primary database system dictates the data modeling, querying capabilities, and transaction management strategies. SQLAlchemy ORM is used for database interactions, which requires adherence to its conventions and limitations.
+3. **Frontend Technologies**: The decision to use Jinja2 for server-side templating and Chart.js for data visualization influences the structure of the frontend code and the way dynamic content is rendered.
+4. **Simulation Logic**: The Monte Carlo simulation logic must be designed to efficiently handle large datasets and perform computations within the constraints of the chosen programming language (Python) and its libraries.

docs/architecture/02_constraints/02_02_organizational_constraints.md

@@ -0,0 +1,18 @@
+---
+title: '02 — Organizational Constraints'
+description: 'Organizational constraints that affect architecture decisions.'
+status: draft
+---
+
+# Organizational Constraints
+
+> e.g., team skillsets, development workflows, CI/CD pipelines.
+
+Restrictions arising from organizational factors include:
+
+1. **Team Expertise**: The development team’s familiarity with FastAPI, SQLAlchemy, and frontend technologies like Jinja2 and Chart.js influences the architecture choices to ensure maintainability and ease of development.
+2. **Development Processes**: The adoption of Agile methodologies and CI/CD pipelines (using Gitea Actions) shapes the architecture to support continuous integration, automated testing, and deployment practices.
+3. **Collaboration Tools**: The use of specific collaboration and version control tools (e.g., Gitea) affects how code is managed, reviewed, and integrated, impacting the overall architecture and development workflow.
+4. **Documentation Standards**: The requirement for comprehensive documentation (as seen in the `docs/` folder) necessitates an architecture that is well-structured and easy to understand for both current and future team members.
+5. **Knowledge Sharing**: The need for effective knowledge sharing and onboarding processes influences the architecture to ensure that it is accessible and understandable for new team members.
+6. **Resource Availability**: The availability of hardware, software, and human resources within the organization can impose constraints on the architecture, affecting decisions related to scalability, performance, and feature implementation.

docs/architecture/02_constraints/02_03_regulatory_constraints.md

@@ -0,0 +1,17 @@
+---
+title: '02 — Regulatory Constraints'
+description: 'Regulatory constraints that affect architecture decisions.'
+status: draft
+---
+
+# Regulatory Constraints
+
+> e.g., data privacy laws, industry standards.
+
+Regulatory constraints that impact the architecture of CalMiner include:
+
+1. **Data Privacy Compliance**: The architecture must ensure compliance with data privacy regulations such as GDPR or CCPA, which may dictate how user data is collected, stored, and processed.
+2. **Industry Standards**: Adherence to industry-specific standards and best practices may influence the design of data models, security measures, and reporting functionalities.
+3. **Auditability**: The system may need to incorporate logging and auditing features to meet regulatory requirements, affecting the architecture of data storage and access controls.
+4. **Data Retention Policies**: Regulatory requirements regarding data retention and deletion may impose constraints on how long certain types of data can be stored, influencing database design and data lifecycle management.
+5. **Security Standards**: Compliance with security standards (e.g., ISO/IEC 27001) may necessitate the implementation of specific security measures, such as encryption, access controls, and vulnerability management, which impact the overall architecture.

docs/architecture/02_constraints/02_04_environmental_constraints.md

@@ -0,0 +1,16 @@
+---
+title: '02 — Environmental Constraints'
+description: 'Environmental constraints that affect architecture decisions.'
+status: draft
+---
+
+# Environmental Constraints
+
+> e.g., deployment environments, cloud provider limitations.
+
+Environmental constraints affecting the architecture include:
+
+1. **Deployment Environments**: The architecture must accommodate various deployment environments (development, testing, production) with differing configurations and resource allocations.
+2. **Cloud Provider Limitations**: If deployed on a specific cloud provider, the architecture may need to align with the provider's services, limitations, and best practices, such as using managed databases or specific container orchestration tools.
+3. **Containerization**: The use of Docker for containerization imposes constraints on how the application is packaged, deployed, and scaled, influencing the architecture to ensure compatibility with container orchestration platforms.
+4. **Scalability Requirements**: The architecture must be designed to scale efficiently based on anticipated load and usage patterns, considering the limitations of the chosen infrastructure.

docs/architecture/02_constraints/02_05_performance_constraints.md

@@ -0,0 +1,14 @@
+---
+title: '02 — Performance Constraints'
+description: 'Performance constraints that affect architecture decisions.'
+status: draft
+---
+
+# Performance Constraints
+
+> e.g., response time requirements, scalability needs.
+
+Current performance constraints include:
+
+1. **Response Time Requirements**: The architecture must ensure that the system can respond to user requests within a specified time frame, which may impact design decisions related to caching, database queries, and API performance.
+2. **Scalability Needs**: The system should be able to handle increased load and user traffic without significant degradation in performance, necessitating a scalable architecture that can grow with demand.

docs/architecture/03_context_and_scope.md

@@ -18,24 +18,7 @@ The CalMiner system operates within the context of mining project management, pr
 
 ## Scope of the Architecture
 
-The architecture encompasses the following key areas:
-
-1. **Data Ingestion**: Mechanisms for collecting and processing data from various sources.
-2. **Data Storage**: Solutions for storing and managing historical and real-time data.
-3. **Simulation Engine**: Core algorithms and models for scenario analysis.
-   3.1. **Modeling Framework**: Tools for defining and managing simulation models.
-   3.2. **Parameter Management**: Systems for handling input parameters and configurations.
-   3.3. **Execution Engine**: Infrastructure for running simulations and processing results.
-   3.4. **Result Storage**: Systems for storing simulation outputs for analysis and reporting.
-4. **Financial Reporting**: Tools for generating reports and visualizations based on simulation outcomes.
-5. **Risk Assessment**: Frameworks for identifying and evaluating potential project risks.
-6. **Profitability Analysis**: Modules for calculating and analyzing project profitability metrics.
-7. **User Interface**: Design and implementation of the user-facing components of the system.
-8. **Security and Compliance**: Measures to ensure data security and regulatory compliance.
-9. **Scalability and Performance**: Strategies for ensuring the system can handle increasing data volumes and user loads.
-10. **Integration Points**: Interfaces for integrating with external systems and services.
-11. **Monitoring and Logging**: Systems for tracking system performance and user activity.
-12. **Maintenance and Support**: Processes for ongoing system maintenance and user support.
+See [Architecture Scope](03_scope/03_01_architecture_scope.md) for details.
 
 ## Diagram
 

docs/architecture/03_scope/03_01_architecture_scope.md

@@ -0,0 +1,26 @@
+---
+title: '03 — Architecture Scope'
+description: 'Key areas encompassed by the architecture.'
+status: draft
+---
+
+# Architecture Scope
+
+The architecture encompasses the following key areas:
+
+1. **Data Ingestion**: Mechanisms for collecting and processing data from various sources.
+2. **Data Storage**: Solutions for storing and managing historical and real-time data.
+3. **Simulation Engine**: Core algorithms and models for scenario analysis.
+   3.1. **Modeling Framework**: Tools for defining and managing simulation models.
+   3.2. **Parameter Management**: Systems for handling input parameters and configurations.
+   3.3. **Execution Engine**: Infrastructure for running simulations and processing results.
+   3.4. **Result Storage**: Systems for storing simulation outputs for analysis and reporting.
+4. **Financial Reporting**: Tools for generating reports and visualizations based on simulation outcomes.
+5. **Risk Assessment**: Frameworks for identifying and evaluating potential project risks.
+6. **Profitability Analysis**: Modules for calculating and analyzing project profitability metrics.
+7. **User Interface**: Design and implementation of the user-facing components of the system.
+8. **Security and Compliance**: Measures to ensure data security and regulatory compliance.
+9. **Scalability and Performance**: Strategies for ensuring the system can handle increasing data volumes and user loads.
+10. **Integration Points**: Interfaces for integrating with external systems and services.
+11. **Monitoring and Logging**: Systems for tracking system performance and user activity.
+12. **Maintenance and Support**: Processes for ongoing system maintenance and user support.

docs/architecture/04_solution_strategy.md

@@ -8,42 +8,9 @@ status: draft
 
 This section outlines the high-level solution strategy for implementing the CalMiner system, focusing on major approaches, technology choices, and trade-offs.
 
-## Client-Server Architecture
+## Solution Strategy Overview
 
-- **Backend**: FastAPI serves as the backend framework, providing RESTful APIs for data management, simulation execution, and reporting. It leverages SQLAlchemy for ORM-based database interactions with PostgreSQL.
-- **Frontend**: Server-rendered Jinja2 templates deliver dynamic HTML views, enhanced with Chart.js for interactive data visualizations. This approach balances performance and simplicity, avoiding the complexity of a full SPA.
-- **Middleware**: Custom middleware handles JSON validation to ensure data integrity before processing requests.
-
-## Technology Choices
-
-- **FastAPI**: Chosen for its high performance, ease of use, and modern features like async support and automatic OpenAPI documentation.
-- **PostgreSQL**: Selected for its robustness, scalability, and support for complex queries, making it suitable for handling the diverse data needs of mining project management.
-- **SQLAlchemy**: Provides a flexible and powerful ORM layer, facilitating database interactions while maintaining code readability and maintainability.
-- **Chart.js**: Utilized for its simplicity and effectiveness in rendering interactive charts, enhancing the user experience on the dashboard.
-- **Jinja2**: Enables server-side rendering of HTML templates, allowing for dynamic content generation while keeping the frontend lightweight.
-- **Pydantic**: Used for data validation and serialization, ensuring that incoming request payloads conform to expected schemas.
-- **Docker**: Employed for containerization, ensuring consistent deployment across different environments and simplifying dependency management.
-- **Redis**: Used as an in-memory data store to cache frequently accessed data, improving application performance and reducing database load.
-
-## Trade-offs
-
-- **Server-Rendered vs. SPA**: Opted for server-rendered templates over a single-page application (SPA) to reduce complexity and improve initial load times, at the cost of some interactivity.
-- **Synchronous vs. Asynchronous**: While FastAPI supports async operations, the initial implementation focuses on synchronous request handling for simplicity, with plans to introduce async features as needed.
-- **Monolithic vs. Microservices**: The initial architecture follows a monolithic approach for ease of development and deployment, with the possibility of refactoring into microservices as the system scales.
-- **In-Memory Caching**: Implementing Redis for caching introduces additional infrastructure complexity but significantly enhances performance for read-heavy operations.
-- **Database Choice**: PostgreSQL was chosen over NoSQL alternatives due to the structured nature of the data and the need for complex querying capabilities, despite potential scalability challenges.
-- **Technology Familiarity**: Selected technologies align with the team's existing skill set to minimize the learning curve and accelerate development, even if some alternatives may offer marginally better performance or features.
-- **Extensibility vs. Simplicity**: The architecture is designed to be extensible for future features (e.g., Monte Carlo simulation engine) while maintaining simplicity in the initial implementation to ensure timely delivery of core functionalities.
-
-## Future Considerations
-
-- **Scalability**: As the user base grows, consider transitioning to a microservices architecture and implementing load balancing strategies.
-- **Asynchronous Processing**: Introduce asynchronous task queues (e.g., Celery) for long-running simulations to improve responsiveness.
-- **Enhanced Frontend**: Explore the possibility of integrating a frontend framework (e.g., React or Vue.js) for more dynamic user interactions in future iterations.
-- **Advanced Analytics**: Plan for integrating advanced analytics and machine learning capabilities to enhance simulation accuracy and reporting insights.
-- **Security Enhancements**: Implement robust authentication and authorization mechanisms to protect sensitive data and ensure compliance with industry standards.
-- **Continuous Integration/Continuous Deployment (CI/CD)**: Establish CI/CD pipelines to automate testing, building, and deployment processes for faster and more reliable releases.
-- **Monitoring and Logging**: Integrate monitoring tools (e.g., Prometheus, Grafana) and centralized logging solutions (e.g., ELK stack) to track application performance and troubleshoot issues effectively.
-- **User Feedback Loop**: Implement mechanisms for collecting user feedback to inform future development priorities and improve user experience.
-- **Documentation**: Maintain comprehensive documentation for both developers and end-users to facilitate onboarding and effective use of the system.
-- **Testing Strategy**: Develop a robust testing strategy, including unit, integration, and end-to-end tests, to ensure code quality and reliability as the system evolves.
+- [Client-Server Architecture](04_strategy/04_01_client_server_architecture.md)
+- [Technology Choices](04_strategy/04_02_technology_choices.md)
+- [Trade-offs](04_strategy/04_03_trade_offs.md)
+- [Future Considerations](04_strategy/04_04_future_considerations.md)

docs/architecture/04_strategy/04_01_client_server_architecture.md

@@ -0,0 +1,10 @@
+---
+title: '04.01 — Client-Server Architecture'
+description: 'Details on the client-server architecture of CalMiner.'
+---
+
+# 04.01 — Client-Server Architecture
+
+- **Backend**: FastAPI serves as the backend framework, providing RESTful APIs for data management, simulation execution, and reporting. It leverages SQLAlchemy for ORM-based database interactions with PostgreSQL.
+- **Frontend**: Server-rendered Jinja2 templates deliver dynamic HTML views, enhanced with Chart.js for interactive data visualizations. This approach balances performance and simplicity, avoiding the complexity of a full SPA.
+- **Middleware**: Custom middleware handles JSON validation to ensure data integrity before processing requests.

docs/architecture/04_strategy/04_02_technology_choices.md

@@ -0,0 +1,15 @@
+---
+title: '04.02 — Technology Choices'
+description: 'Detailed explanation of technology choices in CalMiner.'
+---
+
+# 04.02 — Technology Choices
+
+- **FastAPI**: Chosen for its high performance, ease of use, and modern features like async support and automatic OpenAPI documentation.
+- **PostgreSQL**: Selected for its robustness, scalability, and support for complex queries, making it suitable for handling the diverse data needs of mining project management.
+- **SQLAlchemy**: Provides a flexible and powerful ORM layer, facilitating database interactions while maintaining code readability and maintainability.
+- **Chart.js**: Utilized for its simplicity and effectiveness in rendering interactive charts, enhancing the user experience on the dashboard.
+- **Jinja2**: Enables server-side rendering of HTML templates, allowing for dynamic content generation while keeping the frontend lightweight.
+- **Pydantic**: Used for data validation and serialization, ensuring that incoming request payloads conform to expected schemas.
+- **Docker**: Employed for containerization, ensuring consistent deployment across different environments and simplifying dependency management.
+- **Redis**: Used as an in-memory data store to cache frequently accessed data, improving application performance and reducing database load.

docs/architecture/04_strategy/04_03_trade_offs.md

@@ -0,0 +1,14 @@
+---
+title: '04.03 — Trade-offs'
+description: 'Discussion of trade-offs made in the CalMiner architecture.'
+---
+
+# 04.03 — Trade-offs
+
+- **Server-Rendered vs. SPA**: Opted for server-rendered templates over a single-page application (SPA) to reduce complexity and improve initial load times, at the cost of some interactivity.
+- **Synchronous vs. Asynchronous**: While FastAPI supports async operations, the initial implementation focuses on synchronous request handling for simplicity, with plans to introduce async features as needed.
+- **Monolithic vs. Microservices**: The initial architecture follows a monolithic approach for ease of development and deployment, with the possibility of refactoring into microservices as the system scales.
+- **In-Memory Caching**: Implementing Redis for caching introduces additional infrastructure complexity but significantly enhances performance for read-heavy operations.
+- **Database Choice**: PostgreSQL was chosen over NoSQL alternatives due to the structured nature of the data and the need for complex querying capabilities, despite potential scalability challenges.
+- **Technology Familiarity**: Selected technologies align with the team's existing skill set to minimize the learning curve and accelerate development, even if some alternatives may offer marginally better performance or features.
+- **Extensibility vs. Simplicity**: The architecture is designed to be extensible for future features (e.g., Monte Carlo simulation engine) while maintaining simplicity in the initial implementation to ensure timely delivery of core functionalities.

docs/architecture/04_strategy/04_04_future_considerations.md

@@ -0,0 +1,17 @@
+---
+title: '04.04 — Future Considerations'
+description: 'Future considerations for the CalMiner architecture.'
+---
+
+# 04.04 — Future Considerations
+
+- **Scalability**: As the user base grows, consider transitioning to a microservices architecture and implementing load balancing strategies.
+- **Asynchronous Processing**: Introduce asynchronous task queues (e.g., Celery) for long-running simulations to improve responsiveness.
+- **Enhanced Frontend**: Explore the possibility of integrating a frontend framework (e.g., React or Vue.js) for more dynamic user interactions in future iterations.
+- **Advanced Analytics**: Plan for integrating advanced analytics and machine learning capabilities to enhance simulation accuracy and reporting insights.
+- **Security Enhancements**: Implement robust authentication and authorization mechanisms to protect sensitive data and ensure compliance with industry standards.
+- **Continuous Integration/Continuous Deployment (CI/CD)**: Establish CI/CD pipelines to automate testing, building, and deployment processes for faster and more reliable releases.
+- **Monitoring and Logging**: Integrate monitoring tools (e.g., Prometheus, Grafana) and centralized logging solutions (e.g., ELK stack) to track application performance and troubleshoot issues effectively.
+- **User Feedback Loop**: Implement mechanisms for collecting user feedback to inform future development priorities and improve user experience.
+- **Documentation**: Maintain comprehensive documentation for both developers and end-users to facilitate onboarding and effective use of the system.
+- **Testing Strategy**: Develop a robust testing strategy, including unit, integration, and end-to-end tests, to ensure code quality and reliability as the system evolves.

docs/architecture/05_blocks/05_01_architecture_overview.md

@@ -0,0 +1,13 @@
+---
+title: '05 — Architecture Overview'
+description: "This overview complements architecture with a high-level map of CalMiner's module layout and request flow."
+status: draft
+---
+
+This overview complements [architecture](README.md) with a high-level map of CalMiner's module layout and request flow.
+
+Refer to the detailed architecture chapters in `docs/architecture/`:
+
+- Module map & components: [Building Block View](../05_building_block_view.md)
+- Request flow & runtime interactions: [Runtime View](../06_runtime_view.md)
+- Simulation roadmap & strategy: [Solution Strategy](../04_solution_strategy.md)

docs/architecture/05_blocks/05_02_backend_components.md

@@ -0,0 +1,13 @@
+---
+title: '05 — Backend Components'
+description: 'Description of the backend components of the CalMiner application.'
+status: draft
+---
+
+- **FastAPI application** (`main.py`): entry point that configures routers, middleware, and startup/shutdown events.
+- **Routers** (`routes/`): modular route handlers for scenarios, parameters, costs, consumption, production, equipment, maintenance, simulations, and reporting. Each router defines RESTful endpoints, request/response schemas, and orchestrates service calls.
+  - leveraging a shared dependency module (`routes/dependencies.get_db`) for SQLAlchemy session management.
+- **Models** (`models/`): SQLAlchemy ORM models representing database tables and relationships, encapsulating domain entities like Scenario, CapEx, OpEx, Consumption, ProductionOutput, Equipment, Maintenance, and SimulationResult.
+- **Services** (`services/`): business logic layer that processes data, performs calculations, and interacts with models. Key services include reporting calculations and Monte Carlo simulation scaffolding.
+  - `services/settings.py`: manages application settings backed by the `application_setting` table, including CSS variable defaults, persistence, and environment-driven overrides that surface in both the API and UI.
+- **Database** (`config/database.py`): sets up the SQLAlchemy engine and session management for PostgreSQL interactions.

docs/architecture/05_blocks/05_03_frontend_components.md

@@ -0,0 +1,11 @@
+---
+title: '05 — Frontend Components'
+description: 'Description of the frontend components of the CalMiner application.'
+status: draft
+---
+
+- **Templates** (`templates/`): Jinja2 templates for server-rendered HTML views, extending a shared base layout with a persistent sidebar for navigation.
+- **Static Assets** (`static/`): CSS and JavaScript files for styling and interactivity. Shared CSS variables in `static/css/main.css` define the color palette, while page-specific JS modules in `static/js/` handle dynamic behaviors.
+- **Reusable partials** (`templates/partials/components.html`): macro library that standardises select inputs, feedback/empty states, and table wrappers so pages remain consistent while keeping DOM hooks stable for existing JavaScript modules.
+  - `templates/settings.html`: Settings hub that renders theme controls and environment override tables using metadata provided by `routes/ui.py`.
+  - `static/js/settings.js`: applies client-side validation, form submission, and live CSS updates for theme changes, respecting environment-managed variables returned by the API.

docs/architecture/05_blocks/05_04_middleware_utilities.md

@@ -0,0 +1,8 @@
+---
+title: '05 — Middleware & Utilities'
+description: 'Description of the middleware and utility components of the CalMiner application.'
+status: draft
+---
+
+- **Middleware** (`middleware/validation.py`): applies JSON validation before requests reach routers.
+- **Testing** (`tests/unit/`): pytest suite covering route and service behavior, including UI rendering checks and negative-path router validation tests to ensure consistent HTTP error semantics. Playwright end-to-end coverage is planned for core smoke flows (dashboard load, scenario inputs, reporting) and will attach in CI once scaffolding is completed.

docs/architecture/05_building_block_view.md

@@ -5,58 +5,12 @@ status: draft
 ---
 
 <!-- markdownlint-disable-next-line MD025 -->
+
 # 05 — Building Block View
 
-## Architecture overview
+## Building Block Overview
 
-This overview complements [architecture](README.md) with a high-level map of CalMiner's module layout and request flow.
-
-Refer to the detailed architecture chapters in `docs/architecture/`:
-
-- Module map & components: [Building Block View](05_building_block_view.md)
-- Request flow & runtime interactions: [Runtime View](06_runtime_view.md)
-- Simulation roadmap & strategy: [Solution Strategy](04_solution_strategy.md)
-
-## System Components
-
-### Backend
-
-- **FastAPI application** (`main.py`): entry point that configures routers, middleware, and startup/shutdown events.
-- **Routers** (`routes/`): modular route handlers for scenarios, parameters, costs, consumption, production, equipment, maintenance, simulations, and reporting. Each router defines RESTful endpoints, request/response schemas, and orchestrates service calls.
-  - leveraging a shared dependency module (`routes/dependencies.get_db`) for SQLAlchemy session management.
-- **Models** (`models/`): SQLAlchemy ORM models representing database tables and relationships, encapsulating domain entities like Scenario, CapEx, OpEx, Consumption, ProductionOutput, Equipment, Maintenance, and SimulationResult.
-- **Services** (`services/`): business logic layer that processes data, performs calculations, and interacts with models. Key services include reporting calculations and Monte Carlo simulation scaffolding.
-  - `services/settings.py`: manages application settings backed by the `application_setting` table, including CSS variable defaults, persistence, and environment-driven overrides that surface in both the API and UI.
-- **Database** (`config/database.py`): sets up the SQLAlchemy engine and session management for PostgreSQL interactions.
-
-### Frontend
-
-- **Templates** (`templates/`): Jinja2 templates for server-rendered HTML views, extending a shared base layout with a persistent sidebar for navigation.
-- **Static Assets** (`static/`): CSS and JavaScript files for styling and interactivity. Shared CSS variables in `static/css/main.css` define the color palette, while page-specific JS modules in `static/js/` handle dynamic behaviors.
-- **Reusable partials** (`templates/partials/components.html`): macro library that standardises select inputs, feedback/empty states, and table wrappers so pages remain consistent while keeping DOM hooks stable for existing JavaScript modules.
-  - `templates/settings.html`: Settings hub that renders theme controls and environment override tables using metadata provided by `routes/ui.py`.
-  - `static/js/settings.js`: applies client-side validation, form submission, and live CSS updates for theme changes, respecting environment-managed variables returned by the API.
-
-### Middleware & Utilities
-
-- **Middleware** (`middleware/validation.py`): applies JSON validation before requests reach routers.
-- **Testing** (`tests/unit/`): pytest suite covering route and service behavior, including UI rendering checks and negative-path router validation tests to ensure consistent HTTP error semantics. Playwright end-to-end coverage is planned for core smoke flows (dashboard load, scenario inputs, reporting) and will attach in CI once scaffolding is completed.
-
-## Module Map (code)
-
-- `scenario.py`: central scenario entity with relationships to cost, consumption, production, equipment, maintenance, and simulation results.
-- `capex.py`, `opex.py`: financial expenditures tied to scenarios.
-- `consumption.py`, `production_output.py`: operational data tables.
-- `equipment.py`, `maintenance.py`: asset management models.
-- `simulation_result.py`: stores Monte Carlo iteration outputs.
-- `application_setting.py`: persists editable application configuration, currently focused on theme variables but designed to store future settings categories.
-
-## Service Layer
-
-- `reporting.py`: computes aggregates (count, min/max, mean, median, percentiles, standard deviation, variance, tail-risk metrics) from simulation results.
-- `simulation.py`: scaffolds Monte Carlo simulation logic (currently in-memory; persistence planned).
-- `currency.py`: handles currency normalization for cost tables.
-- `utils.py`: shared helper functions (e.g., statistical calculations).
-- `validation.py`: JSON schema validation middleware.
-- `database.py`: SQLAlchemy engine and session setup.
-- `dependencies.py`: FastAPI dependency injection for DB sessions.
+- [Architecture Overview](05_blocks/05_01_architecture_overview.md)
+- [Backend Components](05_blocks/05_02_backend_components.md)
+- [Frontend Components](05_blocks/05_03_frontend_components.md)
+- [Middleware & Utilities](05_blocks/05_04_middleware_utilities.md)

docs/architecture/05_frontend/05_03_theming.md

@@ -0,0 +1,88 @@
+# Theming
+
+## Overview
+
+CalMiner uses a centralized theming system based on CSS custom properties (variables) to ensure consistent styling across the application. The theme is stored in the database and can be customized through environment variables or the UI settings page.
+
+## Default Theme Settings
+
+The default theme provides a light, professional color palette suitable for business applications. The colors are defined as CSS custom properties and stored in the `application_setting` table with category "theme".
+
+### Color Palette
+
+| CSS Variable                | Default Value            | Description              |
+| --------------------------- | ------------------------ | ------------------------ |
+| `--color-background`        | `#f4f5f7`                | Main background color    |
+| `--color-surface`           | `#ffffff`                | Surface/card background  |
+| `--color-text-primary`      | `#2a1f33`                | Primary text color       |
+| `--color-text-secondary`    | `#624769`                | Secondary text color     |
+| `--color-text-muted`        | `#64748b`                | Muted text color         |
+| `--color-text-subtle`       | `#94a3b8`                | Subtle text color        |
+| `--color-text-invert`       | `#ffffff`                | Text on dark backgrounds |
+| `--color-text-dark`         | `#0f172a`                | Dark text for contrast   |
+| `--color-text-strong`       | `#111827`                | Strong/bold text         |
+| `--color-primary`           | `#5f320d`                | Primary brand color      |
+| `--color-primary-strong`    | `#7e4c13`                | Stronger primary         |
+| `--color-primary-stronger`  | `#837c15`                | Strongest primary        |
+| `--color-accent`            | `#bff838`                | Accent/highlight color   |
+| `--color-border`            | `#e2e8f0`                | Default border color     |
+| `--color-border-strong`     | `#cbd5e1`                | Strong border color      |
+| `--color-highlight`         | `#eef2ff`                | Highlight background     |
+| `--color-panel-shadow`      | `rgba(15, 23, 42, 0.08)` | Subtle shadow            |
+| `--color-panel-shadow-deep` | `rgba(15, 23, 42, 0.12)` | Deeper shadow            |
+| `--color-surface-alt`       | `#f8fafc`                | Alternative surface      |
+| `--color-success`           | `#047857`                | Success state color      |
+| `--color-error`             | `#b91c1c`                | Error state color        |
+
+## Customization
+
+### Environment Variables
+
+Theme colors can be overridden using environment variables with the prefix `CALMINER_THEME_`. For example:
+
+```bash
+export CALMINER_THEME_COLOR_BACKGROUND="#000000"
+export CALMINER_THEME_COLOR_ACCENT="#ff0000"
+```
+
+The variable names are derived by:
+
+1. Removing the `--` prefix
+2. Converting to uppercase
+3. Replacing `-` with `_`
+4. Adding `CALMINER_THEME_` prefix
+
+### Database Storage
+
+Settings are stored in the `application_setting` table with:
+
+- `category`: "theme"
+- `value_type`: "color"
+- `is_editable`: true
+
+### UI Settings
+
+Users can modify theme colors through the settings page at `/ui/settings`.
+
+## Implementation
+
+The theming system is implemented in:
+
+- `services/settings.py`: Color management and defaults
+- `routes/settings.py`: API endpoints for theme settings
+- `static/css/main.css`: CSS variable definitions
+- `templates/settings.html`: UI for theme customization
+
+## Seeding
+
+Default theme settings are seeded during database setup using the seed script:
+
+```bash
+python scripts/seed_data.py --theme
+```
+
+Or as part of defaults:
+
+```bash
+python scripts/seed_data.py --defaults
+```

docs/architecture/07_deployment/07_01_testing_ci.md

@@ -0,0 +1,218 @@
+# Testing, CI and Quality Assurance
+
+This chapter centralizes the project's testing strategy, CI configuration, and quality targets.
+
+## Overview
+
+CalMiner uses a combination of unit, integration, and end-to-end tests to ensure quality.
+
+### Frameworks
+
+- Backend: pytest for unit and integration tests.
+- Frontend: pytest with Playwright for E2E tests.
+- Database: pytest fixtures with psycopg2 for DB tests.
+
+### Test Types
+
+- Unit Tests: Test individual functions/modules.
+- Integration Tests: Test API endpoints and DB interactions.
+- E2E Tests: Playwright for full user flows.
+
+### CI/CD
+
+- Use Gitea Actions for CI/CD; workflows live under `.gitea/workflows/`.
+- `test.yml` runs on every push, provisions a temporary Postgres 16 service, waits for readiness, executes the setup script in dry-run and live modes, then fans out into parallel matrix jobs for unit (`pytest tests/unit`) and end-to-end (`pytest tests/e2e`) suites. Playwright browsers install only for the E2E job.
+- `build-and-push.yml` runs only after the **Run Tests** workflow finishes successfully (triggered via `workflow_run` on `main`). Once tests pass, it builds the Docker image with `docker/build-push-action@v2`, reuses cache-backed layers, and pushes to the Gitea registry.
+- `deploy.yml` runs only after the build workflow reports success on `main`. It connects to the target host (via `appleboy/ssh-action`), pulls the Docker image tagged with the build commit SHA, and restarts the container with that exact image reference.
+- Mandatory secrets: `REGISTRY_USERNAME`, `REGISTRY_PASSWORD`, `REGISTRY_URL`, `SSH_HOST`, `SSH_USERNAME`, `SSH_PRIVATE_KEY`.
+- Run tests on pull requests to shared branches; enforce coverage target ≥80% (pytest-cov).
+
+### Running Tests
+
+- Unit: `pytest tests/unit/`
+- E2E: `pytest tests/e2e/`
+- All: `pytest`
+
+### Test Directory Structure
+
+Organize tests under the `tests/` directory mirroring the application structure:
+
+```text
+tests/
+  unit/
+    test_<module>.py
+  e2e/
+    test_<flow>.py
+  fixtures/
+    conftest.py
+```
+
+### Fixtures and Test Data
+
+- Define reusable fixtures in `tests/fixtures/conftest.py`.
+- Use temporary in-memory databases or isolated schemas for DB tests.
+- Load sample data via fixtures for consistent test environments.
+- Leverage the `seeded_ui_data` fixture in `tests/unit/conftest.py` to populate scenarios with related cost, maintenance, and simulation records for deterministic UI route checks.
+
+### E2E (Playwright) Tests
+
+The E2E test suite, located in `tests/e2e/`, uses Playwright to simulate user interactions in a live browser environment. These tests are designed to catch issues in the UI, frontend-backend integration, and overall application flow.
+
+#### Fixtures
+
+- `live_server`: A session-scoped fixture that launches the FastAPI application in a separate process, making it accessible to the browser.
+- `playwright_instance`, `browser`, `page`: Standard `pytest-playwright` fixtures for managing the Playwright instance, browser, and individual pages.
+
+#### Smoke Tests
+
+- UI Page Loading: `test_smoke.py` contains a parameterized test that systematically navigates to all UI routes to ensure they load without errors, have the correct title, and display a primary heading.
+- Form Submissions: Each major form in the application has a corresponding test file (e.g., `test_scenarios.py`, `test_costs.py`) that verifies: page loads, create item by filling the form, success message, and UI updates.
+
+### Running E2E Tests
+
+To run the Playwright tests:
+
+```bash
+pytest tests/e2e/
+````
+
+To run headed mode:
+
+```bash
+pytest tests/e2e/ --headed
+```
+
+### Mocking and Dependency Injection
+
+- Use `unittest.mock` to mock external dependencies.
+- Inject dependencies via function parameters or FastAPI's dependency overrides in tests.
+
+### Code Coverage
+
+- Install `pytest-cov` to generate coverage reports.
+- Run with coverage: `pytest --cov --cov-report=term` (use `--cov-report=html` when visualizing hotspots).
+- Target 95%+ overall coverage. Focus on historically low modules: `services/simulation.py`, `services/reporting.py`, `middleware/validation.py`, and `routes/ui.py`.
+- Latest snapshot (2025-10-21): `pytest --cov=. --cov-report=term-missing` returns **91%** overall coverage.
+
+### CI Integration
+
+`test.yml` encapsulates the steps below:
+
+- Check out the repository and set up Python 3.10.
+- Configure the runner's apt proxy (if available), install project dependencies (requirements + test extras), and download Playwright browsers.
+- Run `pytest` (extend with `--cov` flags when enforcing coverage).
+
+> The pip cache step is temporarily disabled in `test.yml` until the self-hosted cache service is exposed (see `docs/ci-cache-troubleshooting.md`).
+
+`build-and-push.yml` adds:
+
+- Registry login using repository secrets.
+- Docker image build/push with GHA cache storage (`cache-from/cache-to` set to `type=gha`).
+
+`deploy.yml` handles:
+
+- SSH into the deployment host.
+- Pull the tagged image from the registry.
+- Stop, remove, and relaunch the `calminer` container exposing port 8000.
+
+When adding new workflows, mirror this structure to ensure secrets, caching, and deployment steps remain aligned with the production environment.
+
+## Workflow Optimization Opportunities
+
+### `test.yml`
+
+- Run the apt-proxy setup once via a composite action or preconfigured runner image if additional matrix jobs are added.
+- Collapse dependency installation into a single `pip install -r requirements-test.txt` call (includes base requirements) once caching is restored.
+- Investigate caching or pre-baking Playwright browser binaries to eliminate >650 MB cold downloads per run.
+
+### `build-and-push.yml`
+
+- Skip QEMU setup or explicitly constrain Buildx to linux/amd64 to reduce startup time.
+- Enable `cache-from` / `cache-to` settings (registry or `type=gha`) to reuse Docker build layers between runs.
+
+### `deploy.yml`
+
+- Extract deployment script into a reusable shell script or compose file to minimize inline secrets and ease multi-environment scaling.
+- Add a post-deploy health check (e.g., `curl` readiness probe) before declaring success.
+
+### Priority Overview
+
+1. Restore shared caching for Python wheels and Playwright browsers once infrastructure exposes the cache service (highest impact on runtime and bandwidth; requires coordination with CI owners).
+2. Enable Docker layer caching in `build-and-push.yml` to shorten build cycles (medium effort, immediate benefit to release workflows).
+3. Add post-deploy health verification to `deploy.yml` (low effort, improves confidence in automation).
+4. Streamline redundant setup steps in `test.yml` (medium effort once cache strategy is in place; consider composite actions or base image updates).
+
+### Setup Consolidation Opportunities
+
+- `Run Tests` matrix jobs each execute the apt proxy configuration, pip installs, database wait, and setup scripts. A composite action or shell script wrapper could centralize these routines and parameterize target-specific behavior (unit vs e2e) to avoid copy/paste maintenance as additional jobs (lint, type check) are introduced.
+- Both the test and build workflows perform a `checkout` step; while unavoidable per workflow, shared git submodules or sparse checkout rules could be encapsulated in a composite action to keep options consistent.
+- The database setup script currently runs twice (dry-run and live) for every matrix leg. Evaluate whether the dry-run remains necessary once migrations stabilize; if retained, consider adding an environment variable toggle to skip redundant seed operations for read-only suites (e.g., lint).
+
+### Proposed Shared Setup Action
+
+- Location: `.gitea/actions/setup-python-env/action.yml` (composite action).
+- Inputs:
+  - `python-version` (default `3.10`): forwarded to `actions/setup-python`.
+  - `install-playwright` (default `false`): when `true`, run `python -m playwright install --with-deps`.
+  - `install-requirements` (default `requirements.txt requirements-test.txt`): space-delimited list pip installs iterate over.
+  - `run-db-setup` (default `true`): toggles database wait + setup scripts.
+  - `db-dry-run` (default `true`): controls whether the dry-run invocation executes.
+- Steps encapsulated:
+  1. Set up Python via `actions/setup-python@v5` using provided version.
+  2. Configure apt proxy via shared shell snippet (with graceful fallback when proxy offline).
+  3. Iterate over requirement files and execute `pip install -r <file>`.
+  4. If `install-playwright == true`, install browsers.
+  5. If `run-db-setup == true`, run the wait-for-Postgres python snippet and call `scripts/setup_database.py`, honoring `db-dry-run` toggle.
+- Usage sketch (in `test.yml`):
+
+```yaml
+      - name: Prepare Python environment
+        uses: ./.gitea/actions/setup-python-env
+        with:
+          install-playwright: ${{ matrix.target == 'e2e' }}
+          db-dry-run: true
+```
+
+- Benefits: centralizes proxy logic and dependency installs, reduces duplication across matrix jobs, and keeps future lint/type-check jobs lightweight by disabling database setup.
+- Implementation status: action available at `.gitea/actions/setup-python-env` and consumed by `test.yml`; extend to additional workflows as they adopt the shared routine.
+- Obsolete steps removed: individual apt proxy, dependency install, Playwright, and database setup commands pruned from `test.yml` once the composite action was integrated.
+
+## CI Owner Coordination Notes
+
+### Key Findings
+
+- Self-hosted runner: ASUS System Product Name chassis with AMD Ryzen 7 7700X (8 physical cores / 16 threads) and 63.2 GB usable RAM; `act_runner` configuration not overridden, so only one workflow job runs concurrently today.
+- Unit test matrix job: completes 117 pytest cases in roughly 4.1 seconds after Postgres spins up; Docker services consume ~150 MB for `postgres:16-alpine`, with minimal sustained CPU load once tests begin.
+- End-to-end matrix job: `pytest tests/e2e` averages 21‑22 seconds of execution, but a cold run downloads ~179 MB of apt packages plus ~470 MB of Playwright browser bundles (Chromium, Firefox, WebKit, FFmpeg), exceeding 650 MB network transfer and adding several gigabytes of disk writes if caches are absent.
+- Both jobs reuse existing Python package caches when available; absent a shared cache service, repeated Playwright installs remain the dominant cost driver for cold executions.
+
+### Open Questions
+
+- Can we raise the runner concurrency above the default single job, or provision an additional runner, so the test matrix can execute without serializing queued workflows?
+- Is there a central cache or artifact service available for Python wheels and Playwright browser bundles to avoid ~650 MB downloads on cold starts?
+- Are we permitted to bake Playwright browsers into the base runner image, or should we pursue a shared cache/proxy solution instead?
+
+### Outreach Draft
+
+```text
+Subject: CalMiner CI parallelization support
+
+Hi <CI Owner>,
+
+We recently updated the CalMiner test workflow to fan out unit and Playwright E2E suites in parallel. While validating the change, we gathered the following:
+
+- Runner host: ASUS System Product Name with AMD Ryzen 7 7700X (8 cores / 16 threads), ~63 GB RAM, default `act_runner` concurrency (1 job at a time).
+- Unit job finishes in ~4.1 s once Postgres is ready; light CPU and network usage.
+- E2E job finishes in ~22 s, but a cold run pulls ~179 MB of apt packages plus ~470 MB of Playwright browser payloads (>650 MB download, several GB disk writes) because we do not have a shared cache yet.
+
+To move forward, could you help with the following?
+
+1. Confirm whether we can raise the runner concurrency limit or provision an additional runner so parallel jobs do not queue behind one another.
+2. Let us know if a central cache (Artifactory, Nexus, etc.) is available for Python wheels and Playwright browser bundles, or if we should consider baking the browsers into the runner image instead.
+3. Share any guidance on preferred caching or proxy solutions for large binary installs on self-hosted runners.
+
+Once we have clarity, we can finalize the parallel rollout and update the documentation accordingly.
+
+Thanks,
+<Your Name>
+```

docs/architecture/07_deployment/07_03_gitea_action_runner.md

@@ -0,0 +1,152 @@
+# Gitea Action Runner Setup
+
+This guide describes how to provision, configure, and maintain self-hosted runners for CalMiner's Gitea-based CI/CD pipelines.
+
+## 1. Purpose and Scope
+
+- Explain the role runners play in executing GitHub Actions–compatible workflows inside our private Gitea instance.
+- Define supported environments (Windows hosts running Docker for Linux containers today, Alpine or other Linux variants as future additions).
+- Provide repeatable steps so additional runners can be brought online quickly and consistently.
+
+## 2. Prerequisites
+
+- **Hardware**: Minimum 8 vCPU, 16 GB RAM, and 50 GB free disk. For Playwright-heavy suites, plan for ≥60 GB free to absorb browser caches.
+- **Operating system**: Current runner uses Windows 11 Pro (10.0.26100, 64-bit). Linux instructions mirror the same flow; see section 7 for Alpine specifics.
+- **Container engine**: Docker Desktop (Windows) or Docker Engine (Linux) with pull access to `docker.gitea.com/runner-images` and `postgres:16-alpine`.
+- **Dependencies**: `curl`, `tar`, PowerShell 7+ (Windows), or standard GNU utilities (Linux) to unpack releases.
+- **Gitea access**: Repository admin or site admin token with permission to register self-hosted runners (`Settings → Runners → New Runner`).
+
+### Current Runner Inventory (October 2025)
+
+- Hostname `DESKTOP-GLB3A15`; ASUS System Product Name chassis with AMD Ryzen 7 7700X (8C/16T) and ~63 GB usable RAM.
+- Windows 11 Pro 10.0.26100 (64-bit) hosting Docker containers for Ubuntu-based job images.
+- `act_runner` version `v0.2.13`; no `act_runner.yaml` present, so defaults apply (single concurrency, no custom labels beyond registration).
+- Registered against `http://192.168.88.30:3000` with labels:
+  - `ubuntu-latest:docker://docker.gitea.com/runner-images:ubuntu-latest`
+  - `ubuntu-24.04:docker://docker.gitea.com/runner-images:ubuntu-24.04`
+  - `ubuntu-22.04:docker://docker.gitea.com/runner-images:ubuntu-22.04`
+- Runner metadata stored in `.runner`; removing this file forces re-registration and should only be done intentionally.
+
+## 3. Runner Installation
+
+### 3.1 Download and Extract
+
+```powershell
+$runnerVersion = "v0.2.13"
+$downloadUrl = "https://gitea.com/gitea/act_runner/releases/download/$runnerVersion/act_runner_${runnerVersion}_windows_amd64.zip"
+Invoke-WebRequest -Uri $downloadUrl -OutFile act_runner.zip
+Expand-Archive act_runner.zip -DestinationPath C:\Tools\act-runner -Force
+```
+
+For Linux, download the `linux_amd64.tar.gz` artifact and extract with `tar -xzf` into `/opt/act-runner`.
+
+### 3.2 Configure Working Directory
+
+```powershell
+Set-Location C:\Tools\act-runner
+New-Item -ItemType Directory -Path logs -Force | Out-Null
+```
+
+Ensure the directory is writable by the service account that will execute the runner.
+
+### 3.3 Register With Gitea
+
+1. In Gitea, navigate to the repository or organization **Settings → Runners → New Runner**.
+2. Copy the registration token and instance URL.
+3. Execute the registration wizard:
+
+```powershell
+.\act_runner.exe register --instance http://192.168.88.30:3000 --token <TOKEN> --labels "ubuntu-latest:docker://docker.gitea.com/runner-images:ubuntu-latest" "ubuntu-24.04:docker://docker.gitea.com/runner-images:ubuntu-24.04" "ubuntu-22.04:docker://docker.gitea.com/runner-images:ubuntu-22.04"
+```
+
+Linux syntax is identical using `./act_runner register`.
+
+This command populates `.runner` with the runner ID, UUID, and labels.
+
+## 4. Service Configuration
+
+### 4.1 Windows Service
+
+Act Runner provides a built-in service helper:
+
+```powershell
+.\act_runner.exe install
+.\act_runner.exe start
+```
+
+The service runs under `LocalSystem` by default. Use `.\act_runner.exe install --user <DOMAIN\User> --password <Secret>` if isolation is required.
+
+### 4.2 Linux systemd Unit
+
+Create `/etc/systemd/system/act-runner.service`:
+
+```ini
+[Unit]
+Description=Gitea Act Runner
+After=docker.service
+Requires=docker.service
+
+[Service]
+WorkingDirectory=/opt/act-runner
+ExecStart=/opt/act-runner/act_runner daemon
+Restart=always
+RestartSec=10
+Environment="HTTP_PROXY=http://apt-cacher:3142" "HTTPS_PROXY=http://apt-cacher:3142"
+
+[Install]
+WantedBy=multi-user.target
+```
+
+Enable and start:
+
+```bash
+sudo systemctl daemon-reload
+sudo systemctl enable --now act-runner.service
+```
+
+### 4.3 Environment Variables and Proxy Settings
+
+- Configure `HTTP_PROXY`, `HTTPS_PROXY`, and their lowercase variants to leverage the shared apt cache (`http://apt-cacher:3142`).
+- Persist Docker registry credentials (for `docker.gitea.com`) in the service user profile using `docker login`; workflows rely on cached authentication for builds.
+- To expose pip caching once infrastructure is available, set `PIP_INDEX_URL` and `PIP_EXTRA_INDEX_URL` at the service level.
+
+### 4.4 Logging
+
+- Windows services write to `%ProgramData%\act-runner\logs`. Redirect or forward to centralized logging if required.
+- Linux installations can leverage `journalctl -u act-runner` and logrotate rules for `/opt/act-runner/logs`.
+
+## 5. Network and Security
+
+- **Outbound**: Allow HTTPS traffic to the Gitea instance, Docker Hub, docker.gitea.com, npm (for Playwright), PyPI, and the apt cache proxy.
+- **Inbound**: No inbound ports are required; block unsolicited traffic on internet-facing hosts.
+- **Credentials**: Store deployment SSH keys and registry credentials in Gitea secrets, not on the runner host.
+- **Least privilege**: Run the service under a dedicated account with access only to Docker and required directories.
+
+## 6. Maintenance and Upgrades
+
+- **Version checks**: Monitor `https://gitea.com/gitea/act_runner/releases` and schedule upgrades quarterly or when security fixes drop.
+- **Upgrade procedure**: Stop the service, replace `act_runner` binary, restart. Re-registration is not required as long as `.runner` remains intact.
+- **Health checks**: Periodically validate connectivity with `act_runner exec --detect-event -W .gitea/workflows/test.yml` and inspect workflow durations to catch regressions.
+- **Cleanup**: Purge Docker images and volumes monthly (`docker system prune -af`) to reclaim disk space.
+- **Troubleshooting**: Use `act_runner diagnose` (if available in newer versions) or review logs for repeated failures; reset by stopping the service, deleting stale job containers (`docker ps -a`), and restarting.
+
+## 7. Alpine-based Runner Notes
+
+- Install baseline packages: `apk add docker bash curl coreutils nodejs npm python3 py3-pip libstdc++`.
+- Playwright requirements: add `apk add chromium nss freetype harfbuzz ca-certificates mesa-gl` or install Playwright browsers via `npx playwright install --with-deps` using the Alpine bundle.
+- Musl vs glibc: When workflows require glibc (e.g., certain Python wheels), include `apk add gcompat` or base images on `frolvlad/alpine-glibc`.
+- Systemd alternative: Use `rc-service` or `supervisord` to manage `act_runner daemon` on Alpine since systemd is absent.
+- Storage: Mount `/var/lib/docker` to persistent storage if running inside a VM, ensuring browser downloads and layer caches survive restarts.
+
+## 8. Appendix
+
+- **Troubleshooting checklist**:
+  - Verify Docker daemon is healthy (`docker info`).
+  - Confirm `.runner` file exists and lists expected labels.
+  - Re-run `act_runner register` if the runner no longer appears in Gitea.
+  - Check proxy endpoints are reachable before jobs start downloading dependencies.
+
+- **Related documentation**:
+  - `docs/architecture/07_deployment/07_01_testing_ci.md` (workflow architecture and CI owner coordination).
+  - `docs/ci-cache-troubleshooting.md` (pip caching status and known issues).
+  - `.gitea/actions/setup-python-env/action.yml` (shared job preparation logic referenced in workflows).

docs/architecture/07_deployment_view.md

@@ -1,6 +1,6 @@
 ---
-title: "07 — Deployment View"
-description: "Describe deployment topology, infrastructure components, and environments (dev/stage/prod)."
+title: '07 — Deployment View'
+description: 'Describe deployment topology, infrastructure components, and environments (dev/stage/prod).'
 status: draft
 ---
 
@@ -18,35 +18,65 @@ The CalMiner application is deployed using a multi-tier architecture consisting
 
 ```mermaid
 graph TD
-    A[Client Layer<br/>(Web Browsers)] --> B[Web Application Layer<br/>(FastAPI)]
-    B --> C[Database Layer<br/>(PostgreSQL)]
+    A[Client Layer] --> B[Web Application Layer]
+    B --> C[Database Layer]
 ```
 
 ## Infrastructure Components
 
 The infrastructure components for the application include:
 
-- **Web Server**: Hosts the FastAPI application and serves API endpoints.
-- **Database Server**: PostgreSQL database for persisting application data.
-- **Static File Server**: Serves static assets such as CSS, JavaScript, and image files.
 - **Reverse Proxy (optional)**: An Nginx or Apache server can be used as a reverse proxy.
 - **Containerization**: Docker images are generated via the repository `Dockerfile`, using a multi-stage build to keep the final runtime minimal.
 - **CI/CD Pipeline**: Automated pipelines (Gitea Actions) run tests, build/push Docker images, and trigger deployments.
+  - **Gitea Actions Workflows**: Located under `.gitea/workflows/`, these workflows handle testing, building, pushing, and deploying the application.
+  - **Gitea Action Runners**: Self-hosted runners execute the CI/CD workflows.
+  - **Testing and Continuous Integration**: Automated tests ensure code quality before deployment, also documented in [Testing & CI](07_deployment/07_01_testing_ci.md.md).
+- **Docker Infrastructure**: Docker is used to containerize the application for consistent deployment across environments.
+- **Portainer**: Production deployment environment for managing Docker containers.
+  - **Web Server**: Hosts the FastAPI application and serves API endpoints.
+  - **Database Server**: PostgreSQL database for persisting application data.
+  - **Static File Server**: Serves static assets such as CSS, JavaScript, and image files.
 - **Cloud Infrastructure (optional)**: The application can be deployed on cloud platforms.
 
 ```mermaid
 graph TD
-    A[Web Server] --> B[Database Server]
-    A --> C[Static File Server]
-    A --> D[Reverse Proxy]
-    A --> E[Containerization]
-    A --> F[CI/CD Pipeline]
-    A --> G[Cloud Infrastructure]
+    G[Git Repository] --> C[CI/CD Pipeline]
+    C --> GAW[Gitea Action Workflows]
+    GAW --> GAR[Gitea Action Runners]
+    GAR --> T[Testing]
+    GAR --> CI[Continuous Integration]
+    T --> G
+    CI --> G
+
+    W[Web Server] --> DB[Database Server]
+    RP[Reverse Proxy] --> W
+    I((Internet)) <--> RP
+    PO[Containerization] --> W
+    C[CI/CD Pipeline] --> PO
+    W --> S[Static File Server]
+    S --> RP
+    PO --> DB
+    PO --> S
 ```
 
 ## Environments
 
-The application can be deployed in multiple environments to support development, testing, and production:
+The application can be deployed in multiple environments to support development, testing, and production.
+
+```mermaid
+graph TD
+    R[Repository] --> DEV[Development Environment]
+    R[Repository] --> TEST[Testing Environment]
+    R[Repository] --> PROD[Production Environment]
+
+    DEV --> W_DEV[Web Server - Dev]
+    DEV --> DB_DEV[Database Server - Dev]
+    TEST --> W_TEST[Web Server - Test]
+    TEST --> DB_TEST[Database Server - Test]
+    PROD --> W_PROD[Web Server - Prod]
+    PROD --> DB_PROD[Database Server - Prod]
+```
 
 ### Development Environment
 
@@ -55,6 +85,14 @@ The development environment is set up for local development and testing. It incl
 - Local PostgreSQL instance (docker compose recommended, script available at `docker-compose.postgres.yml`)
 - FastAPI server running in debug mode
 
+`docker-compose.dev.yml` encapsulates this topology:
+
+- `api` service mounts the repository for live reloads (`uvicorn --reload`) and depends on the database health check.
+- `db` service uses the Debian-based `postgres:16` image with UTF-8 locale configuration and persists data in `pg_data_dev`.
+- A shared `calminer_backend` bridge network keeps traffic contained; ports 8000/5432 are published for local tooling.
+
+See [docs/quickstart.md](../quickstart.md#compose-driven-development-stack) for command examples and volume maintenance tips.
+
 ### Testing Environment
 
 The testing environment is set up for automated testing and quality assurance. It includes:
@@ -63,29 +101,53 @@ The testing environment is set up for automated testing and quality assurance. I
 - FastAPI server running in testing mode
 - Automated test suite (e.g., pytest) for running unit and integration tests
 
+`docker-compose.test.yml` provisions an ephemeral CI-like stack:
+
+- `tests` service builds the application image, installs `requirements-test.txt`, runs the database setup script (dry-run + apply), then executes pytest.
+- `api` service is available on port 8001 for manual verification against the test database.
+- `postgres` service seeds a disposable Postgres 16 instance with health checks and named volumes (`pg_data_test`, `pip_cache_test`).
+
+Typical commands mirror the CI workflow (`docker compose -f docker-compose.test.yml run --rm tests`); the [quickstart](../quickstart.md#compose-driven-test-stack) lists variations and teardown steps.
+
 ### Production Environment
 
 The production environment is set up for serving live traffic and includes:
 
 - Production PostgreSQL instance
 - FastAPI server running in production mode
-- Load balancer (e.g., Nginx) for distributing incoming requests
+- Load balancer (Traefik) for distributing incoming requests
 - Monitoring and logging tools for tracking application performance
 
+#### Production docker compose topology
+
+- `docker-compose.prod.yml` defines the runtime topology for operator-managed deployments.
+- `api` service runs the FastAPI image with resource limits (`API_LIMIT_CPUS`, `API_LIMIT_MEMORY`) and a `/health` probe consumed by Traefik and the Compose health check.
+- `traefik` service (enabled via the `reverse-proxy` profile) terminates TLS using the ACME resolver configured by `TRAEFIK_ACME_EMAIL` and routes `CALMINER_DOMAIN` traffic to the API.
+- `postgres` service (enabled via the `local-db` profile) exists for edge deployments without managed PostgreSQL and persists data in the `pg_data_prod` volume while mounting `./backups` for operator snapshots.
+- All services join the configurable `CALMINER_NETWORK` (defaults to `calminer_backend`) to keep traffic isolated from host networks.
+
+Deployment workflow:
+
+1. Copy `config/setup_production.env.example` to `config/setup_production.env` and populate domain, registry image tag, database credentials, and resource budgets.
+2. Launch the stack with `docker compose --env-file config/setup_production.env -f docker-compose.prod.yml --profile reverse-proxy up -d` (append `--profile local-db` when hosting Postgres locally).
+3. Run database migrations and seeding using `docker compose --env-file config/setup_production.env -f docker-compose.prod.yml run --rm api python scripts/setup_database.py --run-migrations --seed-data`.
+4. Monitor container health via `docker compose -f docker-compose.prod.yml ps` or Traefik dashboards; the API health endpoint returns `{ "status": "ok" }` when ready.
+5. Shut down with `docker compose -f docker-compose.prod.yml down` (volumes persist unless `-v` is supplied).
+
 ## Containerized Deployment Flow
 
-The Docker-based deployment path aligns with the solution strategy documented in [04 — Solution Strategy](04_solution_strategy.md) and the CI practices captured in [14 — Testing & CI](14_testing_ci.md).
+The Docker-based deployment path aligns with the solution strategy documented in [Solution Strategy](04_solution_strategy.md) and the CI practices captured in [Testing & CI](07_deployment/07_01_testing_ci.md.md).
 
 ### Image Build
 
 - The multi-stage `Dockerfile` installs dependencies in a builder layer (including system compilers and Python packages) and copies only the required runtime artifacts to the final image.
 - Build arguments are minimal; database configuration is supplied at runtime via granular variables (`DATABASE_DRIVER`, `DATABASE_HOST`, `DATABASE_PORT`, `DATABASE_USER`, `DATABASE_PASSWORD`, `DATABASE_NAME`, optional `DATABASE_SCHEMA`). Secrets and configuration should be passed via environment variables or an orchestrator.
-- The resulting image exposes port `8000` and starts `uvicorn main:app` (s. [README.md](../../README.md)).
+- The resulting image exposes port `8000` and starts `uvicorn main:app` (see main [README.md](../../README.md)).
 
 ### Runtime Environment
 
 - For single-node deployments, run the container alongside PostgreSQL/Redis using Docker Compose or an equivalent orchestrator.
-- A reverse proxy (e.g., Nginx) terminates TLS and forwards traffic to the container on port `8000`.
+- A reverse proxy (Traefik) terminates TLS and forwards traffic to the container on port `8000`.
 - Migrations must be applied prior to rolling out a new image; automation can hook into the deploy step to run `scripts/run_migrations.py`.
 
 ### CI/CD Integration
@@ -95,7 +157,7 @@ The Docker-based deployment path aligns with the solution strategy documented in
 - `build-and-push.yml` logs into the container registry, rebuilds the Docker image using GitHub Actions cache-backed layers, and pushes `latest` (and additional tags as required).
 - `deploy.yml` connects to the target host via SSH, pulls the pushed tag, stops any existing container, and launches the new version.
 - Required secrets: `REGISTRY_URL`, `REGISTRY_USERNAME`, `REGISTRY_PASSWORD`, `SSH_HOST`, `SSH_USERNAME`, `SSH_PRIVATE_KEY`.
-- Extend these workflows when introducing staging/blue-green deployments; keep cross-links with [14 — Testing & CI](14_testing_ci.md) up to date.
+- Extend these workflows when introducing staging/blue-green deployments; keep cross-links with [Testing & CI](07_deployment/07_01_testing_ci.md.md) up to date.
 
 ## Integrations and Future Work (deployment-related)
 

docs/architecture/08_concepts/08_01_security.md

@@ -0,0 +1,36 @@
+# User Roles and Permissions Model
+
+This document outlines the proposed user roles and permissions model for the CalMiner application.
+
+## User Roles
+
+- **Admin:** Full access to all features, including user management, application settings, and all data.
+- **Analyst:** Can create, view, edit, and delete scenarios, run simulations, and view reports. Cannot modify application settings or manage users.
+- **Viewer:** Can view scenarios, simulations, and reports. Cannot create, edit, or delete anything.
+
+## Permissions (examples)
+
+- `users:manage`: Admin only.
+- `settings:manage`: Admin only.
+- `scenarios:create`: Admin, Analyst.
+- `scenarios:view`: Admin, Analyst, Viewer.
+- `scenarios:edit`: Admin, Analyst.
+- `scenarios:delete`: Admin, Analyst.
+- `simulations:run`: Admin, Analyst.
+- `simulations:view`: Admin, Analyst, Viewer.
+- `reports:view`: Admin, Analyst, Viewer.
+
+## Authentication System
+
+The authentication system uses JWT (JSON Web Tokens) for securing API endpoints. Users can register with a username, email, and password. Passwords are hashed using a `passlib` CryptContext for secure, configurable hashing. Upon successful login, an access token is issued, which must be included in subsequent requests for protected resources.
+
+## Key Components
+
+- **Password Hashing:** `passlib.context.CryptContext` with `bcrypt` scheme.
+- **Token Creation & Verification:** `jose.jwt` for encoding and decoding JWTs.
+- **Authentication Flow:**
+  1. User registers via `/users/register`.
+  2. User logs in via `/users/login` to obtain an access token.
+  3. The access token is sent in the `Authorization` header (Bearer token) for protected routes.
+  4. The `get_current_user` dependency verifies the token and retrieves the authenticated user.
+- **Password Reset:** A placeholder `forgot_password` endpoint is available, and a `reset_password` endpoint allows users to set a new password with a valid token (token generation and email sending are not yet implemented).

docs/architecture/13_ui_and_style.md

@@ -1,7 +1,5 @@
 # 13 — UI, templates and styling
 
-Status: migrated
-
 This chapter collects UI integration notes, reusable template components, styling audit points and per-page UI data/actions.
 
 ## Reusable Template Components
@@ -28,6 +26,32 @@ Import macros via:
 - **Tables**: `.table-container` wrappers need overflow handling for narrow viewports; consider `overflow-x: auto` with padding adjustments.
 - **Feedback/Empty states**: Messages use default font weight and spacing; a utility class for margin/padding would ensure consistent separation from forms or tables.
 
+## CSS Variable Naming Conventions
+
+The project adheres to a clear and descriptive naming convention for CSS variables, primarily defined in `static/css/main.css`.
+
+## Naming Structure
+
+Variables are prefixed based on their category:
+
+- `--color-`: For all color-related variables (e.g., `--color-primary`, `--color-background`, `--color-text-primary`).
+- `--space-`: For spacing and layout-related variables (e.g., `--space-sm`, `--space-md`, `--space-lg`).
+- `--font-size-`: For font size variables (e.g., `--font-size-base`, `--font-size-lg`).
+- Other specific prefixes for components or properties (e.g., `--panel-radius`, `--table-radius`).
+
+## Descriptive Names
+
+Color names are chosen to be semantically meaningful rather than literal color values, allowing for easier theme changes. For example:
+
+- `--color-primary`: Represents the main brand color.
+- `--color-accent`: Represents an accent color used for highlights.
+- `--color-text-primary`: The main text color.
+- `--color-text-muted`: A lighter text color for less emphasis.
+- `--color-surface`: The background color for UI elements like cards or panels.
+- `--color-background`: The overall page background color.
+
+This approach ensures that the CSS variables are intuitive, maintainable, and easily adaptable for future theme customizations.
+
 ## Per-page data & actions
 
 Short reference of per-page APIs and primary actions used by templates and scripts.
@@ -76,6 +100,21 @@ Short reference of per-page APIs and primary actions used by templates and scrip
   - Data: `POST /api/reporting/summary` (accepts arrays of `{ "result": float }` objects)
   - Actions: Trigger summary refreshes and export/download actions.
 
+## Navigation Structure
+
+The application uses a sidebar navigation menu organized into the following top-level categories:
+
+- **Dashboard**: Main overview page.
+- **Overview**: Sub-menu for core scenario inputs.
+  - Parameters: Process parameters configuration.
+  - Costs: Capital and operating costs.
+  - Consumption: Resource consumption tracking.
+  - Production: Production output settings.
+  - Equipment: Equipment inventory (with Maintenance sub-item).
+- **Simulations**: Monte Carlo simulation runs.
+- **Analytics**: Reporting and analytics.
+- **Settings**: Administrative settings (with Themes and Currency Management sub-items).
+
 ## UI Template Audit (2025-10-20)
 
 - Existing HTML templates: `ScenarioForm.html`, `ParameterInput.html`, and `Dashboard.html` (reporting summary view).

docs/architecture/14_testing_ci.md

@@ -1,118 +0,0 @@
-# 14 Testing, CI and Quality Assurance
-
-This chapter centralizes the project's testing strategy, CI configuration, and quality targets.
-
-## Overview
-
-CalMiner uses a combination of unit, integration, and end-to-end tests to ensure quality.
-
-### Frameworks
-
-- Backend: pytest for unit and integration tests.
-- Frontend: pytest with Playwright for E2E tests.
-- Database: pytest fixtures with psycopg2 for DB tests.
-
-### Test Types
-
-- Unit Tests: Test individual functions/modules.
-- Integration Tests: Test API endpoints and DB interactions.
-- E2E Tests: Playwright for full user flows.
-
-### CI/CD
-
-- Use Gitea Actions for CI/CD; workflows live under `.gitea/workflows/`.
-- `test.yml` runs on every push, provisions a temporary Postgres 16 service, waits for readiness, executes the setup script in dry-run and live modes, installs Playwright browsers, and finally runs the full pytest suite.
-- `build-and-push.yml` builds the Docker image with `docker/build-push-action@v2`, reusing GitHub Actions cache-backed layers, and pushes to the Gitea registry.
-- `deploy.yml` connects to the target host (via `appleboy/ssh-action`) to pull the freshly pushed image and restart the container.
-- Mandatory secrets: `REGISTRY_USERNAME`, `REGISTRY_PASSWORD`, `REGISTRY_URL`, `SSH_HOST`, `SSH_USERNAME`, `SSH_PRIVATE_KEY`.
-- Run tests on pull requests to shared branches; enforce coverage target ≥80% (pytest-cov).
-
-### Running Tests
-
-- Unit: `pytest tests/unit/`
-- E2E: `pytest tests/e2e/`
-- All: `pytest`
-
-### Test Directory Structure
-
-Organize tests under the `tests/` directory mirroring the application structure:
-
-````text
-tests/
-  unit/
-    test_<module>.py
-  e2e/
-    test_<flow>.py
-  fixtures/
-    conftest.py
-```python
-
-### Fixtures and Test Data
-
-- Define reusable fixtures in `tests/fixtures/conftest.py`.
-- Use temporary in-memory databases or isolated schemas for DB tests.
-- Load sample data via fixtures for consistent test environments.
-- Leverage the `seeded_ui_data` fixture in `tests/unit/conftest.py` to populate scenarios with related cost, maintenance, and simulation records for deterministic UI route checks.
-
-### E2E (Playwright) Tests
-
-The E2E test suite, located in `tests/e2e/`, uses Playwright to simulate user interactions in a live browser environment. These tests are designed to catch issues in the UI, frontend-backend integration, and overall application flow.
-
-#### Fixtures
-
-- `live_server`: A session-scoped fixture that launches the FastAPI application in a separate process, making it accessible to the browser.
-- `playwright_instance`, `browser`, `page`: Standard `pytest-playwright` fixtures for managing the Playwright instance, browser, and individual pages.
-
-#### Smoke Tests
-
-- UI Page Loading: `test_smoke.py` contains a parameterized test that systematically navigates to all UI routes to ensure they load without errors, have the correct title, and display a primary heading.
-- Form Submissions: Each major form in the application has a corresponding test file (e.g., `test_scenarios.py`, `test_costs.py`) that verifies: page loads, create item by filling the form, success message, and UI updates.
-
-### Running E2E Tests
-
-To run the Playwright tests:
-
-```bash
-pytest tests/e2e/
-````
-
-To run headed mode:
-
-```bash
-pytest tests/e2e/ --headed
-```
-
-### Mocking and Dependency Injection
-
-- Use `unittest.mock` to mock external dependencies.
-- Inject dependencies via function parameters or FastAPI's dependency overrides in tests.
-
-### Code Coverage
-
-- Install `pytest-cov` to generate coverage reports.
-- Run with coverage: `pytest --cov --cov-report=term` (use `--cov-report=html` when visualizing hotspots).
-- Target 95%+ overall coverage. Focus on historically low modules: `services/simulation.py`, `services/reporting.py`, `middleware/validation.py`, and `routes/ui.py`.
-- Latest snapshot (2025-10-21): `pytest --cov=. --cov-report=term-missing` returns **91%** overall coverage.
-
-### CI Integration
-
-`test.yml` encapsulates the steps below:
-
-- Check out the repository and set up Python 3.10.
-- Configure the runner's apt proxy (if available), install project dependencies (requirements + test extras), and download Playwright browsers.
-- Run `pytest` (extend with `--cov` flags when enforcing coverage).
-
-> The pip cache step is temporarily disabled in `test.yml` until the self-hosted cache service is exposed (see `docs/ci-cache-troubleshooting.md`).
-
-`build-and-push.yml` adds:
-
-- Registry login using repository secrets.
-- Docker image build/push with GHA cache storage (`cache-from/cache-to` set to `type=gha`).
-
-`deploy.yml` handles:
-
-- SSH into the deployment host.
-- Pull the tagged image from the registry.
-- Stop, remove, and relaunch the `calminer` container exposing port 8000.
-
-When adding new workflows, mirror this structure to ensure secrets, caching, and deployment steps remain aligned with the production environment.

docs/architecture/README.md

@@ -16,11 +16,11 @@ This folder mirrors the arc42 chapter structure (adapted to Markdown).
 - [05 Building Block View](05_building_block_view.md)
 - [06 Runtime View](06_runtime_view.md)
 - [07 Deployment View](07_deployment_view.md)
+  - [Testing & CI](07_deployment/07_01_testing_ci.md.md)
 - [08 Concepts](08_concepts.md)
 - [09 Architecture Decisions](09_architecture_decisions.md)
 - [10 Quality Requirements](10_quality_requirements.md)
 - [11 Technical Risks](11_technical_risks.md)
 - [12 Glossary](12_glossary.md)
 - [13 UI and Style](13_ui_and_style.md)
-- [14 Testing & CI](14_testing_ci.md)
 - [15 Development Setup](15_development_setup.md)

docs/quickstart.md

@@ -4,6 +4,13 @@ This document contains the expanded development, usage, testing, and migration g
 
 ## Development
 
+### Prerequisites
+
+- Python 3.10+
+- Node.js 20+ (for Playwright-driven E2E tests)
+- Docker (optional, required for containerized workflows)
+- Git
+
 To get started locally:
 
 ```powershell
@@ -47,6 +54,99 @@ docker run --rm -p 8000:8000 ^
 
 If you maintain a Postgres or Redis dependency locally, consider authoring a `docker compose` stack that pairs them with the app container. The Docker image expects the database to be reachable and migrations executed before serving traffic.
 
+### Compose-driven development stack
+
+The repository ships with `docker-compose.dev.yml`, wiring the API and database into a single development stack. It defaults to the Debian-based `postgres:16` image so UTF-8 locales are available without additional tooling and mounts persistent data in the `pg_data_dev` volume.
+
+Typical workflow (run from the repository root):
+
+```powershell
+# Build images and ensure dependencies are cached
+docker compose -f docker-compose.dev.yml build
+
+# Start FastAPI and Postgres in the background
+docker compose -f docker-compose.dev.yml up -d
+
+# Tail logs for both services
+docker compose -f docker-compose.dev.yml logs -f
+
+# Stop services but keep the database volume for reuse
+docker compose -f docker-compose.dev.yml down
+
+# Remove the persistent Postgres volume when you need a clean slate
+docker volume rm calminer_pg_data_dev  # optional; confirm exact name with `docker volume ls`
+```
+
+Environment variables used by the containers live directly in the compose file (`DATABASE_HOST=db`, `DATABASE_NAME=calminer_dev`, etc.), so no extra `.env` file is required. Adjust or override them via `docker compose ... -e VAR=value` if necessary.
+
+For a deeper walkthrough (including volume naming conventions, port mappings, and how the stack fits into the broader architecture), cross-check `docs/architecture/15_development_setup.md`. That chapter mirrors the compose defaults captured here so both documents stay in sync.
+
+### Compose-driven test stack
+
+Use `docker-compose.test.yml` to spin up a Postgres 16 container and execute the Python test suite in a disposable worker container:
+
+```powershell
+# Build images used by the test workflow
+docker compose -f docker-compose.test.yml build
+
+# Run the default target (unit tests)
+docker compose -f docker-compose.test.yml run --rm tests
+
+# Run a specific target (e.g., full suite)
+docker compose -f docker-compose.test.yml run --rm -e PYTEST_TARGET=tests tests
+
+# Tear everything down and drop the test database volume
+docker compose -f docker-compose.test.yml down -v
+```
+
+The `tests` service prepares the database via `scripts/setup_database.py` before invoking pytest, ensuring migrations and seed data mirror CI behaviour. Named volumes (`pip_cache_test`, `pg_data_test`) cache dependencies and data between runs; remove them with `down -v` whenever you want a pristine environment. An `api` service is available on `http://localhost:8001` for spot-checking API responses against the same test database.
+
+### Compose-driven production stack
+
+Use `docker-compose.prod.yml` for operator-managed deployments. The file defines:
+
+- `api`: FastAPI container with configurable CPU/memory limits and a `/health` probe.
+- `traefik`: Optional (enable with the `reverse-proxy` profile) to terminate TLS and route traffic based on `CALMINER_DOMAIN`.
+- `postgres`: Optional (enable with the `local-db` profile) when a managed database is unavailable; persists data in `pg_data_prod` and mounts `./backups`.
+
+Commands (run from the repository root):
+
+```powershell
+# Prepare environment variables once per environment
+copy config\setup_production.env.example config\setup_production.env
+
+# Start API behind Traefik
+docker compose ^
+  --env-file config/setup_production.env ^
+  -f docker-compose.prod.yml ^
+  --profile reverse-proxy ^
+  up -d
+
+# Add the local Postgres profile when running without managed DB
+docker compose ^
+  --env-file config/setup_production.env ^
+  -f docker-compose.prod.yml ^
+  --profile reverse-proxy --profile local-db ^
+  up -d
+
+# Apply migrations/seed data
+docker compose ^
+  --env-file config/setup_production.env ^
+  -f docker-compose.prod.yml ^
+  run --rm api ^
+  python scripts/setup_database.py --run-migrations --seed-data
+
+# Check health (FastAPI exposes /health)
+docker compose -f docker-compose.prod.yml ps
+
+# Stop services (volumes persist unless -v is supplied)
+docker compose -f docker-compose.prod.yml down
+```
+
+Key environment variables (documented in `config/setup_production.env.example`): container image tag, domain/ACME email, published ports, network name, and resource limits (`API_LIMIT_CPUS`, `API_LIMIT_MEMORY`, etc.).
+
+For deployment topology diagrams and operational sequencing, see [docs/architecture/07_deployment_view.md](architecture/07_deployment_view.md#production-docker-compose-topology).
+
 ## Usage Overview
 
 - **API base URL**: `http://localhost:8000/api`
@@ -98,7 +198,7 @@ python scripts/setup_database.py --run-migrations --seed-data
 The dry-run invocation reports which steps would execute without making changes. The live run applies the baseline (if not already recorded in `schema_migrations`) and seeds the reference data relied upon by the UI and API.
 
 > ℹ️ When `--seed-data` is supplied without `--run-migrations`, the bootstrap script automatically applies any pending SQL migrations first so the `application_setting` table (and future settings-backed features) are present before seeding.
-
+>
 > ℹ️ The application still accepts `DATABASE_URL` as a fallback if the granular variables are not set.
 
 ## Database bootstrap workflow
@@ -168,8 +268,6 @@ docker compose -f docker-compose.postgres.yml down
 docker volume rm calminer_postgres_local_postgres_data  # optional cleanup
 ```
 
-Document successful runs (or issues encountered) in `.github/instructions/DONE.TODO.md` for future reference.
-
 ### Seeding reference data
 
 `scripts/seed_data.py` provides targeted control over the baseline datasets when the full setup script is not required:
@@ -201,18 +299,18 @@ After a failure and rollback, rerun the full setup once the environment issues a
 
 The `.gitea/workflows/test.yml` job spins up a temporary PostgreSQL 16 container and runs the setup script twice: once with `--dry-run` to validate the plan and again without it to apply migrations and seeds. No external secrets are required; the workflow sets the following environment variables for both invocations and for pytest:
 
-| Variable | Value | Purpose |
-| --- | --- | --- |
-| `DATABASE_DRIVER` | `postgresql` | Signals the driver to the setup script |
-| `DATABASE_HOST` | `postgres` | Hostname of the Postgres job service container |
-| `DATABASE_PORT` | `5432` | Default service port |
-| `DATABASE_NAME` | `calminer_ci` | Target database created by the workflow |
-| `DATABASE_USER` | `calminer` | Application role used during tests |
-| `DATABASE_PASSWORD` | `secret` | Password for both admin and app role |
-| `DATABASE_SCHEMA` | `public` | Default schema for the tests |
-| `DATABASE_SUPERUSER` | `calminer` | Setup script uses the same role for admin actions |
-| `DATABASE_SUPERUSER_PASSWORD` | `secret` | Matches the Postgres service password |
-| `DATABASE_SUPERUSER_DB` | `calminer_ci` | Database to connect to for admin operations |
+| Variable                      | Value         | Purpose                                           |
+| ----------------------------- | ------------- | ------------------------------------------------- |
+| `DATABASE_DRIVER`             | `postgresql`  | Signals the driver to the setup script            |
+| `DATABASE_HOST`               | `postgres`    | Hostname of the Postgres job service container    |
+| `DATABASE_PORT`               | `5432`        | Default service port                              |
+| `DATABASE_NAME`               | `calminer_ci` | Target database created by the workflow           |
+| `DATABASE_USER`               | `calminer`    | Application role used during tests                |
+| `DATABASE_PASSWORD`           | `secret`      | Password for both admin and app role              |
+| `DATABASE_SCHEMA`             | `public`      | Default schema for the tests                      |
+| `DATABASE_SUPERUSER`          | `calminer`    | Setup script uses the same role for admin actions |
+| `DATABASE_SUPERUSER_PASSWORD` | `secret`      | Matches the Postgres service password             |
+| `DATABASE_SUPERUSER_DB`       | `calminer_ci` | Database to connect to for admin operations       |
 
 The workflow also updates `DATABASE_URL` for pytest to point at the CI Postgres instance. Existing tests continue to work unchanged, since SQLAlchemy reads the URL exactly as it does locally.
 
@@ -228,8 +326,6 @@ Recommended execution order:
 2. Execute the live run with the same flags minus `--dry-run` to provision the database, role grants, migrations, and seed data. Save the log as `reports/setup_staging_apply.log`.
 3. Repeat the dry run to verify idempotency and record the result (for example `reports/setup_staging_post_apply.log`).
 
-Record any issues in `.github/instructions/TODO.md` or `.github/instructions/DONE.TODO.md` as appropriate so the team can track follow-up actions.
-
 ## Database Objects
 
 The database contains tables such as `capex`, `opex`, `chemical_consumption`, `fuel_consumption`, `water_consumption`, `scrap_consumption`, `production_output`, `equipment_operation`, `ore_batch`, `exchange_rate`, and `simulation_result`.
@@ -245,7 +341,7 @@ The database contains tables such as `capex`, `opex`, `chemical_consumption`, `f
 ## Where to look next
 
 - Architecture overview & chapters: [architecture](architecture/README.md) (per-chapter files under `docs/architecture/`)
-- [Testing & CI](architecture/14_testing_ci.md)
+- [Testing & CI](architecture/07_deployment/07_01_testing_ci.md.md)
 - [Development setup](architecture/15_development_setup.md)
 - Implementation plan & roadmap: [Solution strategy](architecture/04_solution_strategy.md)
 - Routes: [routes](../routes/)

docs/staging_environment_setup.md

@@ -16,18 +16,18 @@ This guide outlines how to provision and validate the CalMiner staging database
 
 Populate the following environment variables before invoking the setup script. Store them in a secure location such as `config/setup_staging.env` (excluded from source control) and load them with `dotenv` or your shell profile.
 
-| Variable | Description |
-| --- | --- |
-| `DATABASE_HOST` | Staging PostgreSQL hostname or IP (for example `staging-db.internal`). |
-| `DATABASE_PORT` | Port exposed by the staging PostgreSQL service (default `5432`). |
-| `DATABASE_NAME` | CalMiner staging database name (for example `calminer_staging`). |
-| `DATABASE_USER` | Application role used by the FastAPI app (for example `calminer_app`). |
-| `DATABASE_PASSWORD` | Password for the application role. |
-| `DATABASE_SCHEMA` | Optional non-public schema; omit or set to `public` otherwise. |
-| `DATABASE_SUPERUSER` | Administrative role with rights to create roles/databases (for example `calminer_admin`). |
-| `DATABASE_SUPERUSER_PASSWORD` | Password for the administrative role. |
-| `DATABASE_SUPERUSER_DB` | Database to connect to for admin tasks (default `postgres`). |
-| `DATABASE_ADMIN_URL` | Optional DSN that overrides the granular admin settings above. |
+| Variable                      | Description                                                                               |
+| ----------------------------- | ----------------------------------------------------------------------------------------- |
+| `DATABASE_HOST`               | Staging PostgreSQL hostname or IP (for example `staging-db.internal`).                    |
+| `DATABASE_PORT`               | Port exposed by the staging PostgreSQL service (default `5432`).                          |
+| `DATABASE_NAME`               | CalMiner staging database name (for example `calminer_staging`).                          |
+| `DATABASE_USER`               | Application role used by the FastAPI app (for example `calminer_app`).                    |
+| `DATABASE_PASSWORD`           | Password for the application role.                                                        |
+| `DATABASE_SCHEMA`             | Optional non-public schema; omit or set to `public` otherwise.                            |
+| `DATABASE_SUPERUSER`          | Administrative role with rights to create roles/databases (for example `calminer_admin`). |
+| `DATABASE_SUPERUSER_PASSWORD` | Password for the administrative role.                                                     |
+| `DATABASE_SUPERUSER_DB`       | Database to connect to for admin tasks (default `postgres`).                              |
+| `DATABASE_ADMIN_URL`          | Optional DSN that overrides the granular admin settings above.                            |
 
 You may also set `DATABASE_URL` for application runtime convenience, but the setup script only requires the values listed in the table.
 
@@ -98,4 +98,3 @@ Run the setup script in three phases to validate idempotency and capture diagnos
 ## Next Steps
 
 - Keep this document updated as staging infrastructure evolves (for example, when migrating to managed services or rotating credentials).
-- Once staging validation is complete, summarize the outcome in `.github/instructions/DONE.TODO.md` and cross-link the relevant log files.

main.py

@@ -17,6 +17,7 @@ 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
 
 # Initialize database schema
 Base.metadata.create_all(bind=engine)
@@ -30,6 +31,12 @@ async def json_validation(
 ) -> Response:
     return await validate_json(request, call_next)
 
+
+@app.get("/health", summary="Container health probe")
+async def health() -> dict[str, str]:
+    return {"status": "ok"}
+
+
 app.mount("/static", StaticFiles(directory="static"), name="static")
 
 # Include API routers
@@ -46,3 +53,4 @@ app.include_router(reporting_router)
 app.include_router(currencies_router)
 app.include_router(settings_router)
 app.include_router(ui_router)
+app.include_router(users_router)

middleware/validation.py

@@ -4,7 +4,10 @@ from fastapi import HTTPException, Request, Response
 
 MiddlewareCallNext = Callable[[Request], Awaitable[Response]]
 
-async def validate_json(request: Request, call_next: MiddlewareCallNext) -> Response:
+
+async def validate_json(
+    request: Request, call_next: MiddlewareCallNext
+) -> Response:
     # Only validate JSON for requests with a body
     if request.method in ("POST", "PUT", "PATCH"):
         try:

models/__init__.py

@@ -2,5 +2,9 @@
 models package initializer. Import key models so they're registered
 with the shared Base.metadata when the package is imported by tests.
 """
+
 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

models/application_setting.py

@@ -14,15 +14,24 @@ class ApplicationSetting(Base):
     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")
+    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)
+    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
+        DateTime(timezone=True),
+        server_default=func.now(),
+        onupdate=func.now(),
+        nullable=False,
     )
 
     def __repr__(self) -> str:

models/capex.py

@@ -29,8 +29,9 @@ class Capex(Base):
     @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())
+        setattr(
+            self, "_currency_code_pending", (value or "USD").strip().upper()
+        )
 
 
 # SQLAlchemy event handlers to ensure currency_id is set before insert/update
@@ -42,22 +43,27 @@ def _resolve_currency(mapper, connection, target):
         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()
+    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)"),
+            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()
+            cid = connection.execute(
+                text("SELECT id FROM currency WHERE code = :code"),
+                {"code": code},
+            ).scalar()
     target.currency_id = cid
 
 

models/currency.py

@@ -14,8 +14,11 @@ class Currency(Base):
 
     # reverse relationships (optional)
     capex_items = relationship(
-        "Capex", back_populates="currency", lazy="select")
+        "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}>"
+        return (
+            f"<Currency code={self.code} name={self.name} symbol={self.symbol}>"
+        )

models/opex.py

@@ -28,28 +28,34 @@ class Opex(Base):
 
     @currency_code.setter
     def currency_code(self, value: str) -> None:
-        setattr(self, "_currency_code_pending",
-                (value or "USD").strip().upper())
+        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()
+    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)"),
+            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()
+            cid = connection.execute(
+                text("SELECT id FROM currency WHERE code = :code"),
+                {"code": code},
+            ).scalar()
     target.currency_id = cid
 
 

models/parameters.py

@@ -10,14 +10,17 @@ class Parameter(Base):
 
     id: Mapped[int] = mapped_column(primary_key=True, index=True)
     scenario_id: Mapped[int] = mapped_column(
-        ForeignKey("scenario.id"), nullable=False)
+        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)
+        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)
+        JSON, nullable=True
+    )
 
     scenario = relationship("Scenario", back_populates="parameters")
     distribution = relationship("Distribution")

models/production_output.py

@@ -14,7 +14,8 @@ class ProductionOutput(Base):
     unit_symbol = Column(String(16), nullable=True)
 
     scenario = relationship(
-        "Scenario", back_populates="production_output_items")
+        "Scenario", back_populates="production_output_items"
+    )
 
     def __repr__(self):
         return (

models/role.py

@@ -0,0 +1,13 @@
+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

@@ -20,19 +20,16 @@ class Scenario(Base):
     updated_at = Column(DateTime(timezone=True), onupdate=func.now())
     parameters = relationship("Parameter", back_populates="scenario")
     simulation_results = relationship(
-        SimulationResult, back_populates="scenario")
-    capex_items = relationship(
-        Capex, back_populates="scenario")
-    opex_items = relationship(
-        Opex, back_populates="scenario")
-    consumption_items = relationship(
-        Consumption, back_populates="scenario")
+        SimulationResult, back_populates="scenario"
+    )
+    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")
+        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):

models/theme_setting.py

@@ -0,0 +1,15 @@
+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

@@ -0,0 +1,23 @@
+from sqlalchemy import Column, Integer, String, ForeignKey
+from sqlalchemy.orm import relationship
+
+from config.database import Base
+from services.security import get_password_hash, verify_password
+
+
+class User(Base):
+    __tablename__ = "users"
+
+    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"))
+
+    role = relationship("Role", back_populates="users")
+
+    def set_password(self, password: str):
+        self.hashed_password = get_password_hash(password)
+
+    def check_password(self, password: str) -> bool:
+        return verify_password(password, str(self.hashed_password))

pyproject.toml

@@ -0,0 +1,16 @@
+[tool.black]
+line-length = 80
+target-version = ['py310']
+include = '\\.pyi?$'
+exclude = '''
+/(
+  .git
+  | .hg
+  | .mypy_cache
+  | .tox
+  | .venv
+  | build
+  | dist
+)/
+'''
+

requirements-dev.txt

@@ -0,0 +1 @@
+black

requirements-test.txt

@@ -1,5 +1,7 @@
+playwright
 pytest
 pytest-cov
 pytest-httpx
-playwright
-pytest-playwright
+pytest-playwright
+python-jose
+ruff

requirements.txt

@@ -1,4 +1,5 @@
 fastapi
+pydantic>=2.0,<3.0
 uvicorn
 sqlalchemy
 psycopg2-binary
@@ -7,3 +8,5 @@ httpx
 jinja2
 pandas
 numpy
+passlib
+python-jose

routes/consumption.py

@@ -36,7 +36,9 @@ class ConsumptionRead(ConsumptionBase):
     model_config = ConfigDict(from_attributes=True)
 
 
-@router.post("/", response_model=ConsumptionRead, status_code=status.HTTP_201_CREATED)
+@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)

routes/costs.py

@@ -73,7 +73,8 @@ def create_capex(item: CapexCreate, db: Session = Depends(get_db)):
     if not cid:
         code = (payload.pop("currency_code", "USD") or "USD").strip().upper()
         currency_cls = __import__(
-            "models.currency", fromlist=["Currency"]).Currency
+            "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)
@@ -100,7 +101,8 @@ def create_opex(item: OpexCreate, db: Session = Depends(get_db)):
     if not cid:
         code = (payload.pop("currency_code", "USD") or "USD").strip().upper()
         currency_cls = __import__(
-            "models.currency", fromlist=["Currency"]).Currency
+            "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)

routes/currencies.py

@@ -1,4 +1,4 @@
-from typing import Dict, List, Optional
+from typing import List, Optional
 
 from fastapi import APIRouter, Depends, HTTPException, Query, status
 from pydantic import BaseModel, ConfigDict, Field, field_validator
@@ -97,20 +97,20 @@ def _ensure_default_currency(db: Session) -> 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()
+        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")
+            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"),
+        False, description="Include inactive currencies"
+    ),
     db: Session = Depends(get_db),
 ):
     _ensure_default_currency(db)
@@ -121,14 +121,12 @@ def list_currencies(
     return currencies
 
 
-@router.post("/", response_model=CurrencyRead, status_code=status.HTTP_201_CREATED)
+@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()
-    )
+    existing = db.query(Currency).filter(Currency.code == code).one_or_none()
     if existing is not None:
         raise HTTPException(
             status_code=status.HTTP_409_CONFLICT,
@@ -148,7 +146,9 @@ def create_currency(payload: CurrencyCreate, db: Session = Depends(get_db)):
 
 
 @router.put("/{code}", response_model=CurrencyRead)
-def update_currency(code: str, payload: CurrencyUpdate, db: Session = Depends(get_db)):
+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:
@@ -175,7 +175,9 @@ def update_currency(code: str, payload: CurrencyUpdate, db: Session = Depends(ge
 
 
 @router.patch("/{code}/activation", response_model=CurrencyRead)
-def toggle_currency_activation(code: str, body: CurrencyActivation, db: Session = Depends(get_db)):
+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:

routes/distributions.py

@@ -22,7 +22,9 @@ class DistributionRead(DistributionCreate):
 
 
 @router.post("/", response_model=DistributionRead)
-async def create_distribution(dist: DistributionCreate, db: Session = Depends(get_db)):
+async def create_distribution(
+    dist: DistributionCreate, db: Session = Depends(get_db)
+):
     db_dist = Distribution(**dist.model_dump())
     db.add(db_dist)
     db.commit()

routes/equipment.py

@@ -23,7 +23,9 @@ class EquipmentRead(EquipmentCreate):
 
 
 @router.post("/", response_model=EquipmentRead)
-async def create_equipment(item: EquipmentCreate, db: Session = Depends(get_db)):
+async def create_equipment(
+    item: EquipmentCreate, db: Session = Depends(get_db)
+):
     db_item = Equipment(**item.model_dump())
     db.add(db_item)
     db.commit()

routes/maintenance.py

@@ -34,8 +34,9 @@ class MaintenanceRead(MaintenanceBase):
 
 
 def _get_maintenance_or_404(db: Session, maintenance_id: int) -> Maintenance:
-    maintenance = db.query(Maintenance).filter(
-        Maintenance.id == maintenance_id).first()
+    maintenance = (
+        db.query(Maintenance).filter(Maintenance.id == maintenance_id).first()
+    )
     if maintenance is None:
         raise HTTPException(
             status_code=status.HTTP_404_NOT_FOUND,
@@ -44,8 +45,12 @@ def _get_maintenance_or_404(db: Session, maintenance_id: int) -> Maintenance:
     return maintenance
 
 
-@router.post("/", response_model=MaintenanceRead, status_code=status.HTTP_201_CREATED)
-def create_maintenance(maintenance: MaintenanceCreate, db: Session = Depends(get_db)):
+@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()
@@ -54,7 +59,9 @@ def create_maintenance(maintenance: MaintenanceCreate, db: Session = Depends(get
 
 
 @router.get("/", response_model=List[MaintenanceRead])
-def list_maintenance(skip: int = 0, limit: int = 100, db: Session = Depends(get_db)):
+def list_maintenance(
+    skip: int = 0, limit: int = 100, db: Session = Depends(get_db)
+):
     return db.query(Maintenance).offset(skip).limit(limit).all()
 
 

routes/parameters.py

@@ -30,12 +30,15 @@ class ParameterCreate(BaseModel):
             return None
         if normalized not in {"normal", "uniform", "triangular"}:
             raise ValueError(
-                "distribution_type must be normal, uniform, or triangular")
+                "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]]:
+    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
@@ -45,6 +48,7 @@ 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()
@@ -55,11 +59,15 @@ def create_parameter(param: ParameterCreate, db: Session = Depends(get_db)):
     distribution_parameters = param.distribution_parameters
 
     if distribution_id is not None:
-        distribution = db.query(Distribution).filter(
-            Distribution.id == distribution_id).first()
+        distribution = (
+            db.query(Distribution)
+            .filter(Distribution.id == distribution_id)
+            .first()
+        )
         if not distribution:
             raise HTTPException(
-                status_code=404, detail="Distribution not found")
+                status_code=404, detail="Distribution not found"
+            )
         distribution_type = distribution.distribution_type
         distribution_parameters = distribution.parameters or None
 

routes/production.py

@@ -36,8 +36,14 @@ class ProductionOutputRead(ProductionOutputBase):
     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)):
+@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()

routes/scenarios.py

@@ -24,6 +24,7 @@ class ScenarioRead(ScenarioCreate):
     updated_at: Optional[datetime] = None
     model_config = ConfigDict(from_attributes=True)
 
+
 @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()

routes/settings.py

@@ -11,6 +11,8 @@ from services.settings import (
     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"])
@@ -49,8 +51,7 @@ def read_css_settings(db: Session = Depends(get_db)) -> CSSSettingsResponse:
         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()
+            EnvOverride(**row) for row in list_css_env_override_rows()
         ]
     except ValueError as exc:
         raise HTTPException(
@@ -64,14 +65,17 @@ def read_css_settings(db: Session = Depends(get_db)) -> CSSSettingsResponse:
     )
 
 
-@router.put("/css", response_model=CSSSettingsResponse, status_code=status.HTTP_200_OK)
-def update_css_settings(payload: CSSSettingsPayload, db: Session = Depends(get_db)) -> CSSSettingsResponse:
+@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()
+            EnvOverride(**row) for row in list_css_env_override_rows()
         ]
     except ValueError as exc:
         raise HTTPException(
@@ -83,3 +87,24 @@ def update_css_settings(payload: CSSSettingsPayload, db: Session = Depends(get_d
         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

@@ -43,7 +43,9 @@ class SimulationRunResponse(BaseModel):
     summary: Dict[str, float | int]
 
 
-def _load_parameters(db: Session, scenario_id: int) -> List[SimulationParameterInput]:
+def _load_parameters(
+    db: Session, scenario_id: int
+) -> List[SimulationParameterInput]:
     db_params = (
         db.query(Parameter)
         .filter(Parameter.scenario_id == scenario_id)
@@ -60,17 +62,19 @@ def _load_parameters(db: Session, scenario_id: int) -> List[SimulationParameterI
 
 
 @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()
+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)
+    parameters = payload.parameters or _load_parameters(db, payload.scenario_id)
     if not parameters:
         raise HTTPException(
             status_code=status.HTTP_400_BAD_REQUEST,

routes/ui.py

@@ -53,7 +53,9 @@ router = APIRouter()
 templates = Jinja2Templates(directory="templates")
 
 
-def _context(request: Request, extra: Optional[Dict[str, Any]] = None) -> Dict[str, Any]:
+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,
@@ -98,7 +100,9 @@ def _load_scenarios(db: Session) -> Dict[str, Any]:
 
 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):
+    for param in db.query(Parameter).order_by(
+        Parameter.scenario_id, Parameter.id
+    ):
         grouped[param.scenario_id].append(
             {
                 "id": param.id,
@@ -113,27 +117,20 @@ def _load_parameters(db: Session) -> Dict[str, Any]:
 
 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()
-    ):
+    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",
+                "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()
-    ):
+    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")),
@@ -152,9 +149,15 @@ def _load_costs(db: Session) -> Dict[str, Any]:
 
 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():
+    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})
+            {"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}
@@ -261,9 +264,7 @@ def _load_production(db: Session) -> Dict[str, Any]:
 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()
+        db.query(Equipment).order_by(Equipment.scenario_id, Equipment.id).all()
     ):
         record_id = int(getattr(record, "id"))
         scenario_id = int(getattr(record, "scenario_id"))
@@ -291,8 +292,9 @@ def _load_maintenance(db: Session) -> Dict[str, Any]:
         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 ""
+        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 ""
@@ -303,7 +305,9 @@ def _load_maintenance(db: Session) -> Dict[str, Any]:
                 "scenario_id": scenario_id,
                 "equipment_id": equipment_id,
                 "equipment_name": equipment_name,
-                "maintenance_date": maintenance_date.isoformat() if maintenance_date else "",
+                "maintenance_date": (
+                    maintenance_date.isoformat() if maintenance_date else ""
+                ),
                 "cost": cost_value,
                 "description": description,
             }
@@ -339,8 +343,11 @@ def _load_simulations(db: Session) -> Dict[str, Any]:
     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([])
+        summary = (
+            generate_report(scenario_results)
+            if scenario_results
+            else generate_report([])
+        )
         runs.append(
             {
                 "scenario_id": scenario_id,
@@ -395,11 +402,11 @@ def _load_dashboard(db: Session) -> Dict[str, Any]:
     simulation_context = _load_simulations(db)
     simulation_runs = simulation_context["simulation_runs"]
 
-    runs_by_scenario = {
-        run["scenario_id"]: run for run in 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:
+    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:
@@ -414,14 +421,18 @@ def _load_dashboard(db: Session) -> Dict[str, Any]:
     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_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)
+        run["iterations"] for run in simulation_runs
+    )
 
     scenario_rows: list[Dict[str, Any]] = []
     scenario_labels: list[str] = []
@@ -501,20 +512,40 @@ def _load_dashboard(db: Session) -> Dict[str, Any]:
     overall_report = generate_report(all_simulation_results)
 
     overall_report_metrics = [
-        {"label": "Runs", "value": _format_int(
-            int(overall_report.get("count", 0)))},
-        {"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)))},
+        {
+            "label": "Runs",
+            "value": _format_int(int(overall_report.get("count", 0))),
+        },
+        {
+            "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]] = [
@@ -522,8 +553,12 @@ def _load_dashboard(db: Session) -> 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))),
+            "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
@@ -541,10 +576,20 @@ def _load_dashboard(db: Session) -> Dict[str, Any]:
         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))),
+                "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 "—",
             }
         )
@@ -552,9 +597,9 @@ def _load_dashboard(db: Session) -> Dict[str, Any]:
     cost_chart_has_data = any(value > 0 for value in scenario_capex) or any(
         value > 0 for value in scenario_opex
     )
-    activity_chart_has_data = any(value > 0 for value in activity_production) or any(
-        value > 0 for value in activity_consumption
-    )
+    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,
@@ -573,14 +618,20 @@ def _load_dashboard(db: Session) -> Dict[str, Any]:
         {"label": "CAPEX Total", "value": _format_currency(total_capex)},
         {"label": "OPEX Total", "value": _format_currency(total_opex)},
         {"label": "Equipment Assets", "value": _format_int(total_equipment)},
-        {"label": "Maintenance Events",
-            "value": _format_int(total_maintenance_events)},
+        {
+            "label": "Maintenance Events",
+            "value": _format_int(total_maintenance_events),
+        },
         {"label": "Consumption", "value": _format_decimal(total_consumption)},
         {"label": "Production", "value": _format_decimal(total_production)},
-        {"label": "Simulation Iterations",
-            "value": _format_int(total_simulation_iterations)},
-        {"label": "Maintenance Cost",
-            "value": _format_currency(total_maintenance_cost)},
+        {
+            "label": "Simulation Iterations",
+            "value": _format_int(total_simulation_iterations),
+        },
+        {
+            "label": "Maintenance Cost",
+            "value": _format_currency(total_maintenance_cost),
+        },
     ]
 
     return {
@@ -704,3 +755,30 @@ 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

@@ -0,0 +1,107 @@
+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/user.py

@@ -0,0 +1,41 @@
+from pydantic import BaseModel, ConfigDict
+
+
+class UserCreate(BaseModel):
+    username: str
+    email: str
+    password: str
+
+
+class UserInDB(BaseModel):
+    id: int
+    username: str
+    email: str
+    role_id: int
+
+    model_config = ConfigDict(from_attributes=True)
+
+
+class UserLogin(BaseModel):
+    username: str
+    password: str
+
+
+class UserUpdate(BaseModel):
+    username: str | None = None
+    email: str | None = None
+    password: str | None = None
+
+
+class PasswordResetRequest(BaseModel):
+    email: str
+
+
+class PasswordReset(BaseModel):
+    token: str
+    new_password: str
+
+
+class Token(BaseModel):
+    access_token: str
+    token_type: str

scripts/backfill_currency.py

@@ -9,6 +9,7 @@ This script is intentionally cautious: it defaults to dry-run mode and will refu
 if database connection settings are missing. It supports creating missing currency rows when `--create-missing`
 is provided. Always run against a development/staging database first.
 """
+
 from __future__ import annotations
 import argparse
 import importlib
@@ -36,26 +37,42 @@ def load_database_url() -> str:
     return getattr(db_module, "DATABASE_URL")
 
 
-def backfill(db_url: str, dry_run: bool = True, create_missing: bool = False) -> None:
+def backfill(
+    db_url: str, dry_run: bool = True, create_missing: bool = False
+) -> None:
     engine = create_engine(db_url)
     with engine.begin() as conn:
         # Ensure currency table exists
-        res = conn.execute(text("SELECT name FROM sqlite_master WHERE type='table' AND name='currency';")) if db_url.startswith(
-            'sqlite:') else conn.execute(text("SELECT to_regclass('public.currency');"))
+        if db_url.startswith("sqlite:"):
+            conn.execute(
+                text(
+                    "SELECT name FROM sqlite_master WHERE type='table' AND name='currency';"
+                )
+            )
+        else:
+            conn.execute(text("SELECT to_regclass('public.currency');"))
         # Note: we don't strictly depend on the above - we assume migration was already applied
 
         # Helper: find or create currency by code
         def find_currency_id(code: str):
-            r = conn.execute(text("SELECT id FROM currency WHERE code = :code"), {
-                             "code": code}).fetchone()
+            r = conn.execute(
+                text("SELECT id FROM currency WHERE code = :code"),
+                {"code": code},
+            ).fetchone()
             if r:
                 return r[0]
             if create_missing:
                 # insert and return id
-                conn.execute(text("INSERT INTO currency (code, name, symbol, is_active) VALUES (:c, :n, NULL, TRUE)"), {
-                             "c": code, "n": code})
-                r2 = conn.execute(text("SELECT id FROM currency WHERE code = :code"), {
-                                  "code": code}).fetchone()
+                conn.execute(
+                    text(
+                        "INSERT INTO currency (code, name, symbol, is_active) VALUES (:c, :n, NULL, TRUE)"
+                    ),
+                    {"c": code, "n": code},
+                )
+                r2 = conn.execute(
+                    text("SELECT id FROM currency WHERE code = :code"),
+                    {"code": code},
+                ).fetchone()
                 if not r2:
                     raise RuntimeError(
                         f"Unable to determine currency ID for '{code}' after insert"
@@ -67,8 +84,15 @@ def backfill(db_url: str, dry_run: bool = True, create_missing: bool = False) ->
         for table in ("capex", "opex"):
             # Check if currency_id column exists
             try:
-                cols = conn.execute(text(f"SELECT 1 FROM information_schema.columns WHERE table_name = '{table}' AND column_name = 'currency_id'")) if not db_url.startswith(
-                    'sqlite:') else [(1,)]
+                cols = (
+                    conn.execute(
+                        text(
+                            f"SELECT 1 FROM information_schema.columns WHERE table_name = '{table}' AND column_name = 'currency_id'"
+                        )
+                    )
+                    if not db_url.startswith("sqlite:")
+                    else [(1,)]
+                )
             except Exception:
                 cols = [(1,)]
 
@@ -77,8 +101,11 @@ def backfill(db_url: str, dry_run: bool = True, create_missing: bool = False) ->
                 continue
 
             # Find rows where currency_id IS NULL but currency_code exists
-            rows = conn.execute(text(
-                f"SELECT id, currency_code FROM {table} WHERE currency_id IS NULL OR currency_id = ''"))
+            rows = conn.execute(
+                text(
+                    f"SELECT id, currency_code FROM {table} WHERE currency_id IS NULL OR currency_id = ''"
+                )
+            )
             changed = 0
             for r in rows:
                 rid = r[0]
@@ -86,14 +113,20 @@ def backfill(db_url: str, dry_run: bool = True, create_missing: bool = False) ->
                 cid = find_currency_id(code)
                 if cid is None:
                     print(
-                        f"Row {table}:{rid} has unknown currency code '{code}' and create_missing=False; skipping")
+                        f"Row {table}:{rid} has unknown currency code '{code}' and create_missing=False; skipping"
+                    )
                     continue
                 if dry_run:
                     print(
-                        f"[DRY RUN] Would set {table}.currency_id = {cid} for row id={rid} (code={code})")
+                        f"[DRY RUN] Would set {table}.currency_id = {cid} for row id={rid} (code={code})"
+                    )
                 else:
-                    conn.execute(text(f"UPDATE {table} SET currency_id = :cid WHERE id = :rid"), {
-                                 "cid": cid, "rid": rid})
+                    conn.execute(
+                        text(
+                            f"UPDATE {table} SET currency_id = :cid WHERE id = :rid"
+                        ),
+                        {"cid": cid, "rid": rid},
+                    )
                     changed += 1
 
             print(f"{table}: processed, changed={changed} (dry_run={dry_run})")
@@ -101,11 +134,19 @@ def backfill(db_url: str, dry_run: bool = True, create_missing: bool = False) ->
 
 def main() -> None:
     parser = argparse.ArgumentParser(
-        description="Backfill currency_id from currency_code for capex/opex tables")
-    parser.add_argument("--dry-run", action="store_true",
-                        default=True, help="Show actions without writing")
-    parser.add_argument("--create-missing", action="store_true",
-                        help="Create missing currency rows in the currency table")
+        description="Backfill currency_id from currency_code for capex/opex tables"
+    )
+    parser.add_argument(
+        "--dry-run",
+        action="store_true",
+        default=True,
+        help="Show actions without writing",
+    )
+    parser.add_argument(
+        "--create-missing",
+        action="store_true",
+        help="Create missing currency rows in the currency table",
+    )
     args = parser.parse_args()
 
     db = load_database_url()

scripts/check_docs_links.py

@@ -4,25 +4,30 @@ Checks only local file links (relative paths) and reports missing targets.
 
 Run from the repository root using the project's Python environment.
 """
+
 import re
 from pathlib import Path
 
 ROOT = Path(__file__).resolve().parent.parent
-DOCS = ROOT / 'docs'
+DOCS = ROOT / "docs"
 
 MD_LINK_RE = re.compile(r"\[([^\]]+)\]\(([^)]+)\)")
 
 errors = []
 
-for md in DOCS.rglob('*.md'):
-    text = md.read_text(encoding='utf-8')
+for md in DOCS.rglob("*.md"):
+    text = md.read_text(encoding="utf-8")
     for m in MD_LINK_RE.finditer(text):
         label, target = m.groups()
         # skip URLs
-        if target.startswith('http://') or target.startswith('https://') or target.startswith('#'):
+        if (
+            target.startswith("http://")
+            or target.startswith("https://")
+            or target.startswith("#")
+        ):
             continue
         # strip anchors
-        target_path = target.split('#')[0]
+        target_path = target.split("#")[0]
         # if link is to a directory index, allow
         candidate = (md.parent / target_path).resolve()
         if candidate.exists():
@@ -30,14 +35,16 @@ for md in DOCS.rglob('*.md'):
         # check common implicit index: target/ -> target/README.md or target/index.md
         candidate_dir = md.parent / target_path
         if candidate_dir.is_dir():
-            if (candidate_dir / 'README.md').exists() or (candidate_dir / 'index.md').exists():
+            if (candidate_dir / "README.md").exists() or (
+                candidate_dir / "index.md"
+            ).exists():
                 continue
         errors.append((str(md.relative_to(ROOT)), target, label))
 
 if errors:
-    print('Broken local links found:')
+    print("Broken local links found:")
     for src, tgt, label in errors:
-        print(f'- {src} -> {tgt}  ({label})')
+        print(f"- {src} -> {tgt}  ({label})")
     exit(2)
 
-print('No broken local links detected.')
+print("No broken local links detected.")

scripts/format_docs_md.py

@@ -2,16 +2,17 @@
 
 This is intentionally small and non-destructive; it touches only files under docs/ and makes safe changes.
 """
+
 import re
 from pathlib import Path
 
 DOCS = Path(__file__).resolve().parents[1] / "docs"
 
 CODE_LANG_HINTS = {
-    'powershell': ('powershell',),
-    'bash': ('bash', 'sh'),
-    'sql': ('sql',),
-    'python': ('python',),
+    "powershell": ("powershell",),
+    "bash": ("bash", "sh"),
+    "sql": ("sql",),
+    "python": ("python",),
 }
 
 
@@ -19,48 +20,60 @@ def add_code_fence_language(match):
     fence = match.group(0)
     inner = match.group(1)
     # If language already present, return unchanged
-    if fence.startswith('```') and len(fence.splitlines()[0].strip()) > 3:
+    if fence.startswith("```") and len(fence.splitlines()[0].strip()) > 3:
         return fence
     # Try to infer language from the code content
-    code = inner.strip().splitlines()[0] if inner.strip() else ''
-    lang = ''
-    if code.startswith('$') or code.startswith('PS') or code.lower().startswith('powershell'):
-        lang = 'powershell'
-    elif code.startswith('#') or code.startswith('import') or code.startswith('from'):
-        lang = 'python'
-    elif re.match(r'^(select|insert|update|create)\b', code.strip(), re.I):
-        lang = 'sql'
-    elif code.startswith('git') or code.startswith('./') or code.startswith('sudo'):
-        lang = 'bash'
+    code = inner.strip().splitlines()[0] if inner.strip() else ""
+    lang = ""
+    if (
+        code.startswith("$")
+        or code.startswith("PS")
+        or code.lower().startswith("powershell")
+    ):
+        lang = "powershell"
+    elif (
+        code.startswith("#")
+        or code.startswith("import")
+        or code.startswith("from")
+    ):
+        lang = "python"
+    elif re.match(r"^(select|insert|update|create)\b", code.strip(), re.I):
+        lang = "sql"
+    elif (
+        code.startswith("git")
+        or code.startswith("./")
+        or code.startswith("sudo")
+    ):
+        lang = "bash"
     if lang:
-        return f'```{lang}\n{inner}\n```'
+        return f"```{lang}\n{inner}\n```"
     return fence
 
 
 def normalize_file(path: Path):
-    text = path.read_text(encoding='utf-8')
+    text = path.read_text(encoding="utf-8")
     orig = text
     # Trim trailing whitespace and ensure single trailing newline
-    text = '\n'.join(line.rstrip() for line in text.splitlines()) + '\n'
+    text = "\n".join(line.rstrip() for line in text.splitlines()) + "\n"
     # Ensure first non-empty line is H1
     lines = text.splitlines()
     for i, ln in enumerate(lines):
         if ln.strip():
-            if not ln.startswith('#'):
-                lines[i] = '# ' + ln
+            if not ln.startswith("#"):
+                lines[i] = "# " + ln
             break
-    text = '\n'.join(lines) + '\n'
+    text = "\n".join(lines) + "\n"
     # Add basic code fence languages where missing (simple heuristic)
-    text = re.sub(r'```\n([\s\S]*?)\n```', add_code_fence_language, text)
+    text = re.sub(r"```\n([\s\S]*?)\n```", add_code_fence_language, text)
     if text != orig:
-        path.write_text(text, encoding='utf-8')
+        path.write_text(text, encoding="utf-8")
         return True
     return False
 
 
 def main():
     changed = []
-    for p in DOCS.rglob('*.md'):
+    for p in DOCS.rglob("*.md"):
         if p.is_file():
             try:
                 if normalize_file(p):
@@ -68,12 +81,12 @@ def main():
             except Exception as e:
                 print(f"Failed to format {p}: {e}")
     if changed:
-        print('Formatted files:')
+        print("Formatted files:")
         for c in changed:
-            print(' -', c)
+            print(" -", c)
     else:
-        print('No formatting changes required.')
+        print("No formatting changes required.")
 
 
-if __name__ == '__main__':
+if __name__ == "__main__":
     main()

scripts/migrations/000_base.sql

@@ -158,4 +158,32 @@ ALTER TABLE capex
 ALTER TABLE opex
     DROP COLUMN IF EXISTS currency_code;
 
+-- Role-based access control tables
+CREATE TABLE IF NOT EXISTS roles (
+    id SERIAL PRIMARY KEY,
+    name VARCHAR(255) UNIQUE NOT NULL
+);
+
+CREATE TABLE IF NOT EXISTS users (
+    id SERIAL PRIMARY KEY,
+    username VARCHAR(255) UNIQUE NOT NULL,
+    email VARCHAR(255) UNIQUE NOT NULL,
+    hashed_password VARCHAR(255) NOT NULL,
+    role_id INTEGER NOT NULL REFERENCES roles (id) ON DELETE RESTRICT
+);
+
+CREATE INDEX IF NOT EXISTS ix_users_username ON users (username);
+CREATE INDEX IF NOT EXISTS ix_users_email ON users (email);
+
+-- Theme settings configuration table
+CREATE TABLE IF NOT EXISTS theme_settings (
+    id SERIAL PRIMARY KEY,
+    theme_name VARCHAR(255) UNIQUE NOT NULL,
+    primary_color VARCHAR(7) NOT NULL,
+    secondary_color VARCHAR(7) NOT NULL,
+    accent_color VARCHAR(7) NOT NULL,
+    background_color VARCHAR(7) NOT NULL,
+    text_color VARCHAR(7) NOT NULL
+);
+
 COMMIT;

scripts/migrations/20251025_create_application_setting_table.sql

@@ -1,25 +0,0 @@
--- Migration: Create application_setting table for configurable application options
--- Date: 2025-10-25
--- Description: Introduces persistent storage for application-level settings such as theme colors.
-
-BEGIN;
-
-CREATE TABLE IF NOT EXISTS application_setting (
-    id SERIAL PRIMARY KEY,
-    key VARCHAR(128) NOT NULL UNIQUE,
-    value TEXT NOT NULL,
-    value_type VARCHAR(32) NOT NULL DEFAULT 'string',
-    category VARCHAR(32) NOT NULL DEFAULT 'general',
-    description TEXT,
-    is_editable BOOLEAN NOT NULL DEFAULT TRUE,
-    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
-    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
-);
-
-CREATE UNIQUE INDEX IF NOT EXISTS ux_application_setting_key
-    ON application_setting (key);
-
-CREATE INDEX IF NOT EXISTS ix_application_setting_category
-    ON application_setting (category);
-
-COMMIT;

scripts/seed_data.py

@@ -16,8 +16,7 @@ from __future__ import annotations
 
 import argparse
 import logging
-import os
-from typing import Iterable, Optional
+from typing import Optional
 
 import psycopg2
 from psycopg2 import errors
@@ -47,22 +46,82 @@ MEASUREMENT_UNIT_SEEDS = (
     ("kilowatt_hours", "Kilowatt Hours", "kWh", "energy", True),
 )
 
+THEME_SETTING_SEEDS = (
+    ("--color-background", "#f4f5f7", "color",
+     "theme", "CSS variable --color-background", True),
+    ("--color-surface", "#ffffff", "color",
+     "theme", "CSS variable --color-surface", True),
+    ("--color-text-primary", "#2a1f33", "color",
+     "theme", "CSS variable --color-text-primary", True),
+    ("--color-text-secondary", "#624769", "color",
+     "theme", "CSS variable --color-text-secondary", True),
+    ("--color-text-muted", "#64748b", "color",
+     "theme", "CSS variable --color-text-muted", True),
+    ("--color-text-subtle", "#94a3b8", "color",
+     "theme", "CSS variable --color-text-subtle", True),
+    ("--color-text-invert", "#ffffff", "color",
+     "theme", "CSS variable --color-text-invert", True),
+    ("--color-text-dark", "#0f172a", "color",
+     "theme", "CSS variable --color-text-dark", True),
+    ("--color-text-strong", "#111827", "color",
+     "theme", "CSS variable --color-text-strong", True),
+    ("--color-primary", "#5f320d", "color",
+     "theme", "CSS variable --color-primary", True),
+    ("--color-primary-strong", "#7e4c13", "color",
+     "theme", "CSS variable --color-primary-strong", True),
+    ("--color-primary-stronger", "#837c15", "color",
+     "theme", "CSS variable --color-primary-stronger", True),
+    ("--color-accent", "#bff838", "color",
+     "theme", "CSS variable --color-accent", True),
+    ("--color-border", "#e2e8f0", "color",
+     "theme", "CSS variable --color-border", True),
+    ("--color-border-strong", "#cbd5e1", "color",
+     "theme", "CSS variable --color-border-strong", True),
+    ("--color-highlight", "#eef2ff", "color",
+     "theme", "CSS variable --color-highlight", True),
+    ("--color-panel-shadow", "rgba(15, 23, 42, 0.08)", "color",
+     "theme", "CSS variable --color-panel-shadow", True),
+    ("--color-panel-shadow-deep", "rgba(15, 23, 42, 0.12)", "color",
+     "theme", "CSS variable --color-panel-shadow-deep", True),
+    ("--color-surface-alt", "#f8fafc", "color",
+     "theme", "CSS variable --color-surface-alt", True),
+    ("--color-success", "#047857", "color",
+     "theme", "CSS variable --color-success", True),
+    ("--color-error", "#b91c1c", "color",
+     "theme", "CSS variable --color-error", True),
+)
+
 
 def parse_args() -> argparse.Namespace:
     parser = argparse.ArgumentParser(description="Seed baseline CalMiner data")
-    parser.add_argument("--currencies", action="store_true", help="Seed currency table")
-    parser.add_argument("--units", action="store_true", help="Seed unit table")
-    parser.add_argument("--defaults", action="store_true", help="Seed default records")
-    parser.add_argument("--dry-run", action="store_true", help="Print actions without executing")
     parser.add_argument(
-        "--verbose", "-v", action="count", default=0, help="Increase logging verbosity"
+        "--currencies", action="store_true", help="Seed currency table"
+    )
+    parser.add_argument("--units", action="store_true", help="Seed unit table")
+    parser.add_argument(
+        "--theme", action="store_true", help="Seed theme settings"
+    )
+    parser.add_argument(
+        "--defaults", action="store_true", help="Seed default records"
+    )
+    parser.add_argument(
+        "--dry-run", action="store_true", help="Print actions without executing"
+    )
+    parser.add_argument(
+        "--verbose",
+        "-v",
+        action="count",
+        default=0,
+        help="Increase logging verbosity",
     )
     return parser.parse_args()
 
 
 def _configure_logging(args: argparse.Namespace) -> None:
     level = logging.WARNING - (10 * min(args.verbose, 2))
-    logging.basicConfig(level=max(level, logging.INFO), format="%(levelname)s %(message)s")
+    logging.basicConfig(
+        level=max(level, logging.INFO), format="%(levelname)s %(message)s"
+    )
 
 
 def main() -> None:
@@ -75,22 +134,36 @@ def run_with_namespace(
     *,
     config: Optional[DatabaseConfig] = None,
 ) -> None:
+    if not hasattr(args, "verbose"):
+        args.verbose = 0
+    if not hasattr(args, "dry_run"):
+        args.dry_run = False
+
     _configure_logging(args)
 
-    if not any((args.currencies, args.units, args.defaults)):
+    currencies = bool(getattr(args, "currencies", False))
+    units = bool(getattr(args, "units", False))
+    theme = bool(getattr(args, "theme", False))
+    defaults = bool(getattr(args, "defaults", False))
+    dry_run = bool(getattr(args, "dry_run", False))
+
+    if not any((currencies, units, theme, defaults)):
         logger.info("No seeding options provided; exiting")
         return
 
     config = config or DatabaseConfig.from_env()
+
     with psycopg2.connect(config.application_dsn()) as conn:
         conn.autocommit = True
         with conn.cursor() as cursor:
-            if args.currencies:
-                _seed_currencies(cursor, dry_run=args.dry_run)
-            if args.units:
-                _seed_units(cursor, dry_run=args.dry_run)
-            if args.defaults:
-                _seed_defaults(cursor, dry_run=args.dry_run)
+            if currencies:
+                _seed_currencies(cursor, dry_run=dry_run)
+            if units:
+                _seed_units(cursor, dry_run=dry_run)
+            if theme:
+                _seed_theme(cursor, dry_run=dry_run)
+            if defaults:
+                _seed_defaults(cursor, dry_run=dry_run)
 
 
 def _seed_currencies(cursor, *, dry_run: bool) -> None:
@@ -152,11 +225,44 @@ def _seed_units(cursor, *, dry_run: bool) -> None:
     logger.info("Measurement unit seed complete")
 
 
-def _seed_defaults(cursor, *, dry_run: bool) -> None:
-    logger.info("Seeding default records - not yet implemented")
+def _seed_theme(cursor, *, dry_run: bool) -> None:
+    logger.info("Seeding theme settings (%d rows)", len(THEME_SETTING_SEEDS))
     if dry_run:
+        for key, value, _, _, _, _ in THEME_SETTING_SEEDS:
+            logger.info(
+                "Dry run: would upsert theme setting %s = %s", key, value)
         return
 
+    try:
+        execute_values(
+            cursor,
+            """
+            INSERT INTO application_setting (key, value, value_type, category, description, is_editable)
+            VALUES %s
+            ON CONFLICT (key) DO UPDATE
+            SET value = EXCLUDED.value,
+                value_type = EXCLUDED.value_type,
+                category = EXCLUDED.category,
+                description = EXCLUDED.description,
+                is_editable = EXCLUDED.is_editable
+            """,
+            THEME_SETTING_SEEDS,
+        )
+    except errors.UndefinedTable:
+        logger.warning(
+            "application_setting table does not exist; skipping theme seeding."
+        )
+        cursor.connection.rollback()
+        return
+
+    logger.info("Theme settings seed complete")
+
+
+def _seed_defaults(cursor, *, dry_run: bool) -> None:
+    logger.info("Seeding default records")
+    _seed_theme(cursor, dry_run=dry_run)
+    logger.info("Default records seed complete")
+
 
 if __name__ == "__main__":
-    main()
+    main()

scripts/setup_database.py

@@ -22,6 +22,7 @@ connection string; this script will still honor the granular inputs above.
 """
 
 from __future__ import annotations
+from config.database import Base
 import argparse
 import importlib
 import logging
@@ -39,10 +40,10 @@ from psycopg2 import extensions
 from psycopg2.extensions import connection as PGConnection, parse_dsn
 from dotenv import load_dotenv
 from sqlalchemy import create_engine, inspect
+
 ROOT_DIR = Path(__file__).resolve().parents[1]
 if str(ROOT_DIR) not in sys.path:
     sys.path.insert(0, str(ROOT_DIR))
-from config.database import Base
 
 
 logger = logging.getLogger(__name__)
@@ -208,12 +209,17 @@ class DatabaseConfig:
 class DatabaseSetup:
     """Encapsulates the full setup workflow."""
 
-    def __init__(self, config: DatabaseConfig, *, dry_run: bool = False) -> None:
+    def __init__(
+        self, config: DatabaseConfig, *, dry_run: bool = False
+    ) -> None:
         self.config = config
         self.dry_run = dry_run
         self._models_loaded = False
         self._rollback_actions: list[tuple[str, Callable[[], None]]] = []
-    def _register_rollback(self, label: str, action: Callable[[], None]) -> None:
+
+    def _register_rollback(
+        self, label: str, action: Callable[[], None]
+    ) -> None:
         if self.dry_run:
             return
         self._rollback_actions.append((label, action))
@@ -237,7 +243,6 @@ class DatabaseSetup:
     def clear_rollbacks(self) -> None:
         self._rollback_actions.clear()
 
-
     def _describe_connection(self, user: str, database: str) -> str:
         return f"{user}@{self.config.host}:{self.config.port}/{database}"
 
@@ -336,7 +341,8 @@ class DatabaseSetup:
                     rollback_label = f"drop database {self.config.database}"
                     self._register_rollback(
                         rollback_label,
-                        lambda db=self.config.database: self._drop_database(db),
+                        lambda db=self.config.database: self._drop_database(
+                            db),
                     )
                 logger.info("Created database '%s'", self.config.database)
             finally:
@@ -384,9 +390,9 @@ class DatabaseSetup:
                     try:
                         if self.config.password:
                             cursor.execute(
-                                sql.SQL("CREATE ROLE {} WITH LOGIN PASSWORD %s").format(
-                                    sql.Identifier(self.config.user)
-                                ),
+                                sql.SQL(
+                                    "CREATE ROLE {} WITH LOGIN PASSWORD %s"
+                                ).format(sql.Identifier(self.config.user)),
                                 (self.config.password,),
                             )
                         else:
@@ -405,7 +411,8 @@ class DatabaseSetup:
                         rollback_label = f"drop role {self.config.user}"
                         self._register_rollback(
                             rollback_label,
-                            lambda role=self.config.user: self._drop_role(role),
+                            lambda role=self.config.user: self._drop_role(
+                                role),
                         )
                 else:
                     logger.info("Role '%s' already present", self.config.user)
@@ -589,8 +596,7 @@ class DatabaseSetup:
             return psycopg2.connect(dsn)
         except psycopg2.Error as exc:
             raise RuntimeError(
-                "Unable to establish admin connection. "
-                f"Target: {descriptor}"
+                "Unable to establish admin connection. " f"Target: {descriptor}"
             ) from exc
 
     def _application_connection(self) -> PGConnection:
@@ -645,7 +651,9 @@ class DatabaseSetup:
             importlib.import_module(f"{package.__name__}.{module_info.name}")
         self._models_loaded = True
 
-    def run_migrations(self, migrations_dir: Optional[Path | str] = None) -> None:
+    def run_migrations(
+        self, migrations_dir: Optional[Path | str] = None
+    ) -> None:
         """Execute pending SQL migrations in chronological order."""
 
         directory = (
@@ -673,7 +681,8 @@ class DatabaseSetup:
             conn.autocommit = True
             with conn.cursor() as cursor:
                 table_exists = self._migrations_table_exists(
-                    cursor, schema_name)
+                    cursor, schema_name
+                )
                 if not table_exists:
                     if self.dry_run:
                         logger.info(
@@ -692,12 +701,10 @@ class DatabaseSetup:
                         applied = set()
                 else:
                     applied = self._fetch_applied_migrations(
-                        cursor, schema_name)
+                        cursor, schema_name
+                    )
 
-                if (
-                    baseline_path.exists()
-                    and baseline_name not in applied
-                ):
+                if baseline_path.exists() and baseline_name not in applied:
                     if self.dry_run:
                         logger.info(
                             "Dry run: baseline migration '%s' pending; would apply and mark legacy files",
@@ -756,9 +763,7 @@ class DatabaseSetup:
                                 )
 
                 pending = [
-                    path
-                    for path in migration_files
-                    if path.name not in applied
+                    path for path in migration_files if path.name not in applied
                 ]
 
                 if not pending:
@@ -792,9 +797,7 @@ class DatabaseSetup:
             cursor.execute(
                 sql.SQL(
                     "INSERT INTO {} (filename, applied_at) VALUES (%s, NOW())"
-                ).format(
-                    sql.Identifier(schema_name, MIGRATIONS_TABLE)
-                ),
+                ).format(sql.Identifier(schema_name, MIGRATIONS_TABLE)),
                 (path.name,),
             )
             return path.name
@@ -820,9 +823,7 @@ class DatabaseSetup:
                 "filename TEXT PRIMARY KEY,"
                 "applied_at TIMESTAMPTZ NOT NULL DEFAULT NOW()"
                 ")"
-            ).format(
-                sql.Identifier(schema_name, MIGRATIONS_TABLE)
-            )
+            ).format(sql.Identifier(schema_name, MIGRATIONS_TABLE))
         )
 
     def _fetch_applied_migrations(self, cursor, schema_name: str) -> set[str]:
@@ -841,6 +842,7 @@ class DatabaseSetup:
         seed_args = argparse.Namespace(
             currencies=True,
             units=True,
+            theme=True,
             defaults=False,
             dry_run=dry_run,
             verbose=0,
@@ -974,7 +976,7 @@ class DatabaseSetup:
                     (database,),
                 )
                 cursor.execute(
-                    sql.SQL("DROP DATABASE IF EXISTS {}" ).format(
+                    sql.SQL("DROP DATABASE IF EXISTS {}").format(
                         sql.Identifier(database)
                     )
                 )
@@ -985,7 +987,7 @@ class DatabaseSetup:
             conn.autocommit = True
             with conn.cursor() as cursor:
                 cursor.execute(
-                    sql.SQL("DROP ROLE IF EXISTS {}" ).format(
+                    sql.SQL("DROP ROLE IF EXISTS {}").format(
                         sql.Identifier(role)
                     )
                 )
@@ -1000,27 +1002,35 @@ class DatabaseSetup:
             conn.autocommit = True
             with conn.cursor() as cursor:
                 cursor.execute(
-                    sql.SQL("REVOKE ALL PRIVILEGES ON ALL TABLES IN SCHEMA {} FROM {}" ).format(
+                    sql.SQL(
+                        "REVOKE ALL PRIVILEGES ON ALL TABLES IN SCHEMA {} FROM {}"
+                    ).format(
                         sql.Identifier(schema_name),
-                        sql.Identifier(self.config.user)
+                        sql.Identifier(self.config.user),
                     )
                 )
                 cursor.execute(
-                    sql.SQL("REVOKE ALL PRIVILEGES ON ALL SEQUENCES IN SCHEMA {} FROM {}" ).format(
+                    sql.SQL(
+                        "REVOKE ALL PRIVILEGES ON ALL SEQUENCES IN SCHEMA {} FROM {}"
+                    ).format(
                         sql.Identifier(schema_name),
-                        sql.Identifier(self.config.user)
+                        sql.Identifier(self.config.user),
                     )
                 )
                 cursor.execute(
-                    sql.SQL("ALTER DEFAULT PRIVILEGES IN SCHEMA {} REVOKE SELECT, INSERT, UPDATE, DELETE ON TABLES FROM {}" ).format(
+                    sql.SQL(
+                        "ALTER DEFAULT PRIVILEGES IN SCHEMA {} REVOKE SELECT, INSERT, UPDATE, DELETE ON TABLES FROM {}"
+                    ).format(
                         sql.Identifier(schema_name),
-                        sql.Identifier(self.config.user)
+                        sql.Identifier(self.config.user),
                     )
                 )
                 cursor.execute(
-                    sql.SQL("ALTER DEFAULT PRIVILEGES IN SCHEMA {} REVOKE USAGE, SELECT ON SEQUENCES FROM {}" ).format(
+                    sql.SQL(
+                        "ALTER DEFAULT PRIVILEGES IN SCHEMA {} REVOKE USAGE, SELECT ON SEQUENCES FROM {}"
+                    ).format(
                         sql.Identifier(schema_name),
-                        sql.Identifier(self.config.user)
+                        sql.Identifier(self.config.user),
                     )
                 )
 
@@ -1064,19 +1074,18 @@ def parse_args() -> argparse.Namespace:
     )
     parser.add_argument("--db-driver", help="Override DATABASE_DRIVER")
     parser.add_argument("--db-host", help="Override DATABASE_HOST")
-    parser.add_argument("--db-port", type=int,
-                        help="Override DATABASE_PORT")
+    parser.add_argument("--db-port", type=int, help="Override DATABASE_PORT")
     parser.add_argument("--db-name", help="Override DATABASE_NAME")
     parser.add_argument("--db-user", help="Override DATABASE_USER")
-    parser.add_argument(
-        "--db-password", help="Override DATABASE_PASSWORD")
+    parser.add_argument("--db-password", help="Override DATABASE_PASSWORD")
     parser.add_argument("--db-schema", help="Override DATABASE_SCHEMA")
     parser.add_argument(
         "--admin-url",
         help="Override DATABASE_ADMIN_URL for administrative operations",
     )
     parser.add_argument(
-        "--admin-user", help="Override DATABASE_SUPERUSER for admin ops")
+        "--admin-user", help="Override DATABASE_SUPERUSER for admin ops"
+    )
     parser.add_argument(
         "--admin-password",
         help="Override DATABASE_SUPERUSER_PASSWORD for admin ops",
@@ -1091,7 +1100,11 @@ def parse_args() -> argparse.Namespace:
         help="Log actions without applying changes.",
     )
     parser.add_argument(
-        "--verbose", "-v", action="count", default=0, help="Increase logging verbosity"
+        "--verbose",
+        "-v",
+        action="count",
+        default=0,
+        help="Increase logging verbosity",
     )
     return parser.parse_args()
 
@@ -1099,8 +1112,9 @@ def parse_args() -> argparse.Namespace:
 def main() -> None:
     args = parse_args()
     level = logging.WARNING - (10 * min(args.verbose, 2))
-    logging.basicConfig(level=max(level, logging.INFO),
-                        format="%(levelname)s %(message)s")
+    logging.basicConfig(
+        level=max(level, logging.INFO), format="%(levelname)s %(message)s"
+    )
 
     override_args: dict[str, Optional[str]] = {
         "DATABASE_DRIVER": args.db_driver,
@@ -1120,7 +1134,9 @@ def main() -> None:
     config = DatabaseConfig.from_env(overrides=override_args)
     setup = DatabaseSetup(config, dry_run=args.dry_run)
 
-    admin_tasks_requested = args.ensure_database or args.ensure_role or args.ensure_schema
+    admin_tasks_requested = (
+        args.ensure_database or args.ensure_role or args.ensure_schema
+    )
     if admin_tasks_requested:
         setup.validate_admin_connection()
 
@@ -1145,9 +1161,7 @@ def main() -> None:
     auto_run_migrations_reason: Optional[str] = None
     if args.seed_data and not should_run_migrations:
         should_run_migrations = True
-        auto_run_migrations_reason = (
-            "Seed data requested without explicit --run-migrations; applying migrations first."
-        )
+        auto_run_migrations_reason = "Seed data requested without explicit --run-migrations; applying migrations first."
 
     try:
         if args.ensure_database:
@@ -1167,9 +1181,7 @@ def main() -> None:
                 if auto_run_migrations_reason:
                     logger.info(auto_run_migrations_reason)
                 migrations_path = (
-                    Path(args.migrations_dir)
-                    if args.migrations_dir
-                    else None
+                    Path(args.migrations_dir) if args.migrations_dir else None
                 )
                 setup.run_migrations(migrations_path)
         if args.seed_data:

services/reporting.py

@@ -27,7 +27,9 @@ def _percentile(values: List[float], percentile: float) -> float:
     return sorted_values[lower] * (1 - weight) + sorted_values[upper] * weight
 
 
-def generate_report(simulation_results: List[Dict[str, float]]) -> Dict[str, Union[float, int]]:
+def generate_report(
+    simulation_results: List[Dict[str, float]],
+) -> Dict[str, Union[float, int]]:
     """Aggregate basic statistics for simulation outputs."""
 
     values = _extract_results(simulation_results)
@@ -63,7 +65,7 @@ def generate_report(simulation_results: List[Dict[str, float]]) -> Dict[str, Uni
 
     std_dev = pstdev(values) if len(values) > 1 else 0.0
     summary["std_dev"] = std_dev
-    summary["variance"] = std_dev ** 2
+    summary["variance"] = std_dev**2
 
     var_95 = summary["percentile_5"]
     summary["value_at_risk_95"] = var_95

services/security.py

@@ -0,0 +1,59 @@
+from datetime import datetime, timedelta
+from typing import Any, Union
+
+from fastapi import HTTPException, status, Depends
+from fastapi.security import OAuth2PasswordBearer
+from jose import jwt, JWTError
+from passlib.context import CryptContext
+from sqlalchemy.orm import Session
+
+from config.database import get_db
+
+
+ACCESS_TOKEN_EXPIRE_MINUTES = 30
+SECRET_KEY = "your-secret-key"  # Change this in production
+ALGORITHM = "HS256"
+
+pwd_context = CryptContext(schemes=["pbkdf2_sha256"], deprecated="auto")
+
+oauth2_scheme = OAuth2PasswordBearer(tokenUrl="users/login")
+
+
+def create_access_token(
+    subject: Union[str, Any], expires_delta: Union[timedelta, None] = None
+) -> str:
+    if expires_delta:
+        expire = datetime.utcnow() + expires_delta
+    else:
+        expire = datetime.utcnow() + timedelta(minutes=ACCESS_TOKEN_EXPIRE_MINUTES)
+    to_encode = {"exp": expire, "sub": str(subject)}
+    encoded_jwt = jwt.encode(to_encode, SECRET_KEY, algorithm=ALGORITHM)
+    return encoded_jwt
+
+
+def verify_password(plain_password: str, hashed_password: str) -> bool:
+    return pwd_context.verify(plain_password, hashed_password)
+
+
+def get_password_hash(password: str) -> str:
+    return pwd_context.hash(password)
+
+
+async def get_current_user(token: str = Depends(oauth2_scheme), db: Session = Depends(get_db)):
+    from models.user import User
+    credentials_exception = HTTPException(
+        status_code=status.HTTP_401_UNAUTHORIZED,
+        detail="Could not validate credentials",
+        headers={"WWW-Authenticate": "Bearer"},
+    )
+    try:
+        payload = jwt.decode(token, SECRET_KEY, algorithms=[ALGORITHM])
+        username = payload.get("sub")
+        if username is None:
+            raise credentials_exception
+    except JWTError:
+        raise credentials_exception
+    user = db.query(User).filter(User.username == username).first()
+    if user is None:
+        raise credentials_exception
+    return user

services/settings.py

@@ -7,6 +7,7 @@ from typing import Dict, Mapping
 from sqlalchemy.orm import Session
 
 from models.application_setting import ApplicationSetting
+from models.theme_setting import ThemeSetting  # Import ThemeSetting model
 
 CSS_COLOR_CATEGORY = "theme"
 CSS_COLOR_VALUE_TYPE = "color"
@@ -92,7 +93,9 @@ def get_css_color_settings(db: Session) -> Dict[str, str]:
     return values
 
 
-def update_css_color_settings(db: Session, updates: Mapping[str, str]) -> Dict[str, str]:
+def update_css_color_settings(
+    db: Session, updates: Mapping[str, str]
+) -> Dict[str, str]:
     """Persist provided CSS color overrides and return the final values."""
 
     if not updates:
@@ -176,8 +179,10 @@ def _validate_functional_color(value: str) -> None:
 
 def _ensure_component_count(value: str, expected: int) -> None:
     if not value.endswith(")"):
-        raise ValueError("Color function expressions must end with a closing parenthesis")
-    inner = value[value.index("(") + 1 : -1]
+        raise ValueError(
+            "Color function expressions must end with a closing parenthesis"
+        )
+    inner = value[value.index("(") + 1: -1]
     parts = [segment.strip() for segment in inner.split(",")]
     if len(parts) != expected:
         raise ValueError(
@@ -206,3 +211,20 @@ def list_css_env_override_rows(
             }
         )
     return rows
+
+
+def save_theme_settings(db: Session, theme_data: dict):
+    theme = db.query(ThemeSetting).first() or ThemeSetting()
+    for key, value in theme_data.items():
+        setattr(theme, key, value)
+    db.add(theme)
+    db.commit()
+    db.refresh(theme)
+    return theme
+
+
+def get_theme_settings(db: Session):
+    theme = db.query(ThemeSetting).first()
+    if theme:
+        return {c.name: getattr(theme, c.name) for c in theme.__table__.columns}
+    return {}

services/simulation.py

@@ -25,12 +25,13 @@ def _ensure_positive_span(span: float, fallback: float) -> float:
     return span if span and span > 0 else fallback
 
 
-def _compile_parameters(parameters: Sequence[Dict[str, float]]) -> List[SimulationParameter]:
+def _compile_parameters(
+    parameters: Sequence[Dict[str, float]],
+) -> List[SimulationParameter]:
     compiled: List[SimulationParameter] = []
     for index, item in enumerate(parameters):
         if "value" not in item:
-            raise ValueError(
-                f"Parameter at index {index} must include 'value'")
+            raise ValueError(f"Parameter at index {index} must include 'value'")
         name = str(item.get("name", f"param_{index}"))
         base_value = float(item["value"])
         distribution = str(item.get("distribution", "normal")).lower()
@@ -43,8 +44,11 @@ def _compile_parameters(parameters: Sequence[Dict[str, float]]) -> List[Simulati
 
         if distribution == "normal":
             std_dev = item.get("std_dev")
-            std_dev_value = float(std_dev) if std_dev is not None else abs(
-                base_value) * DEFAULT_STD_DEV_RATIO or 1.0
+            std_dev_value = (
+                float(std_dev)
+                if std_dev is not None
+                else abs(base_value) * DEFAULT_STD_DEV_RATIO or 1.0
+            )
             compiled.append(
                 SimulationParameter(
                     name=name,

static/js/theme.js

@@ -0,0 +1,134 @@
+// static/js/theme.js
+
+document.addEventListener('DOMContentLoaded', () => {
+  const themeSettingsForm = document.getElementById('theme-settings-form');
+  const colorInputs = themeSettingsForm
+    ? themeSettingsForm.querySelectorAll('input[type="color"]')
+    : [];
+
+  // Function to apply theme settings to CSS variables
+  function applyTheme(theme) {
+    const root = document.documentElement;
+    if (theme.primary_color)
+      root.style.setProperty('--color-primary', theme.primary_color);
+    if (theme.secondary_color)
+      root.style.setProperty('--color-secondary', theme.secondary_color);
+    if (theme.accent_color)
+      root.style.setProperty('--color-accent', theme.accent_color);
+    if (theme.background_color)
+      root.style.setProperty('--color-background', theme.background_color);
+    if (theme.text_color)
+      root.style.setProperty('--color-text-primary', theme.text_color);
+    // Add other theme properties as needed
+  }
+
+  // Save theme to local storage
+  function saveTheme(theme) {
+    localStorage.setItem('user-theme', JSON.stringify(theme));
+  }
+
+  // Load theme from local storage
+  function loadTheme() {
+    const savedTheme = localStorage.getItem('user-theme');
+    return savedTheme ? JSON.parse(savedTheme) : null;
+  }
+
+  // Real-time preview for color inputs
+  colorInputs.forEach((input) => {
+    input.addEventListener('input', (event) => {
+      const cssVar = `--color-${event.target.id.replace('-', '_')}`;
+      document.documentElement.style.setProperty(cssVar, event.target.value);
+    });
+  });
+
+  const THEME_API_URL = '/api/settings/theme';
+
+  const normalizeTheme = (theme) => {
+    if (!theme || typeof theme !== 'object') {
+      return {};
+    }
+    const {
+      theme_name,
+      primary_color,
+      secondary_color,
+      accent_color,
+      background_color,
+      text_color,
+    } = theme;
+    return {
+      theme_name,
+      primary_color,
+      secondary_color,
+      accent_color,
+      background_color,
+      text_color,
+    };
+  };
+
+  if (themeSettingsForm) {
+    themeSettingsForm.addEventListener('submit', async (event) => {
+      event.preventDefault();
+
+      const formData = new FormData(themeSettingsForm);
+      const themeData = Object.fromEntries(formData.entries());
+
+      try {
+        const response = await fetch(THEME_API_URL, {
+          method: 'POST',
+          headers: {
+            'Content-Type': 'application/json',
+          },
+          body: JSON.stringify(themeData),
+        });
+
+        if (response.ok) {
+          const payload = await response.json();
+          const savedTheme = normalizeTheme(payload?.theme ?? themeData);
+          alert('Theme settings saved successfully!');
+          applyTheme(savedTheme);
+          saveTheme(savedTheme);
+        } else {
+          const errorData = await response.json();
+          alert(`Error saving theme settings: ${errorData.detail}`);
+        }
+      } catch (error) {
+        console.error('Error:', error);
+        alert('An error occurred while saving theme settings.');
+      }
+    });
+  }
+
+  // Load and apply theme on page load
+  const initialTheme = loadTheme();
+  if (initialTheme) {
+    applyTheme(initialTheme);
+    // Populate form fields if on the theme settings page
+    if (themeSettingsForm) {
+      for (const key in initialTheme) {
+        const input = themeSettingsForm.querySelector(
+          `#${key.replace('_', '-')}`
+        );
+        if (input) {
+          input.value = initialTheme[key];
+        }
+      }
+    }
+  } else {
+    // If no saved theme, load from backend (if available)
+    async function loadAndApplyThemeFromServer() {
+      try {
+        const response = await fetch(THEME_API_URL);
+        if (response.ok) {
+          const theme = normalizeTheme(await response.json());
+          applyTheme(theme);
+          saveTheme(theme); // Save to local storage for future use
+        } else {
+          console.error('Failed to load theme settings from server');
+        }
+      } catch (error) {
+        console.error('Error loading theme settings from server:', error);
+      }
+    }
+    loadAndApplyThemeFromServer();
+  }
+});

templates/base.html

@@ -20,5 +20,6 @@
       </div>
     </div>
     {% block scripts %}{% endblock %}
+    <script src="/static/js/theme.js"></script>
   </body>
 </html>

templates/forgot_password.html

@@ -0,0 +1,17 @@
+{% extends "base.html" %}
+
+{% block title %}Forgot Password{% endblock %}
+
+{% block content %}
+<div class="container">
+    <h1>Forgot Password</h1>
+    <form id="forgot-password-form">
+        <div class="form-group">
+            <label for="email">Email:</label>
+            <input type="email" id="email" name="email" required>
+        </div>
+        <button type="submit">Reset Password</button>
+    </form>
+    <p>Remember your password? <a href="/login">Login here</a></p>
+</div>
+{% endblock %}

templates/login.html

@@ -0,0 +1,22 @@
+{% extends "base.html" %}
+
+{% block title %}Login{% endblock %}
+
+{% block content %}
+<div class="container">
+    <h1>Login</h1>
+    <form id="login-form">
+        <div class="form-group">
+            <label for="username">Username:</label>
+            <input type="text" id="username" name="username" required>
+        </div>
+        <div class="form-group">
+            <label for="password">Password:</label>
+            <input type="password" id="password" name="password" required>
+        </div>
+        <button type="submit">Login</button>
+    </form>
+    <p>Don't have an account? <a href="/register">Register here</a></p>
+    <p><a href="/forgot-password">Forgot password?</a></p>
+</div>
+{% endblock %}

templates/partials/sidebar_nav.html

@@ -1,88 +1,49 @@
-{% set nav_groups = [
-  {
-    "label": "Dashboard",
-    "links": [
-      {"href": "/", "label": "Dashboard"},
-    ],
-  },
-  {
-    "label": "Scenarios",
-    "links": [
-      {"href": "/ui/scenarios", "label": "Overview"},
-      {"href": "/ui/parameters", "label": "Parameters"},
-      {"href": "/ui/costs", "label": "Costs"},
-      {"href": "/ui/consumption", "label": "Consumption"},
-      {"href": "/ui/production", "label": "Production"},
-      {
-        "href": "/ui/equipment",
-        "label": "Equipment",
-        "children": [
-          {"href": "/ui/maintenance", "label": "Maintenance"},
-        ],
-      },
-    ],
-  },
-  {
-    "label": "Analysis",
-    "links": [
-      {"href": "/ui/simulations", "label": "Simulations"},
-      {"href": "/ui/reporting", "label": "Reporting"},
-    ],
-  },
-  {
-    "label": "Settings",
-    "links": [
-      {
-        "href": "/ui/settings",
-        "label": "Settings",
-        "children": [
-          {"href": "/ui/currencies", "label": "Currency Management"},
-        ],
-      },
-    ],
-  },
-] %}
+{% set nav_groups = [ { "label": "Dashboard", "links": [ {"href": "/", "label":
+"Dashboard"}, ], }, { "label": "Overview", "links": [ {"href": "/ui/parameters",
+"label": "Parameters"}, {"href": "/ui/costs", "label": "Costs"}, {"href":
+"/ui/consumption", "label": "Consumption"}, {"href": "/ui/production", "label":
+"Production"}, { "href": "/ui/equipment", "label": "Equipment", "children": [
+{"href": "/ui/maintenance", "label": "Maintenance"}, ], }, ], }, { "label":
+"Simulations", "links": [ {"href": "/ui/simulations", "label": "Simulations"},
+], }, { "label": "Analytics", "links": [ {"href": "/ui/reporting", "label":
+"Reporting"}, ], }, { "label": "Settings", "links": [ { "href": "/ui/settings",
+"label": "Settings", "children": [ {"href": "/theme-settings", "label":
+"Themes"}, {"href": "/ui/currencies", "label": "Currency Management"}, ], }, ],
+}, ] %}
 
 <nav class="sidebar-nav" aria-label="Primary navigation">
-  {% set current_path = request.url.path if request else "" %}
-  {% for group in nav_groups %}
-    <div class="sidebar-section">
-      <div class="sidebar-section-label">{{ group.label }}</div>
-      <div class="sidebar-section-links">
-        {% for link in group.links %}
-          {% set href = link.href %}
-          {% if href == "/" %}
-            {% set is_active = current_path == "/" %}
-          {% else %}
-            {% set is_active = current_path.startswith(href) %}
-          {% endif %}
-          <div class="sidebar-link-block">
-            <a
-              href="{{ href }}"
-              class="sidebar-link{% if is_active %} is-active{% endif %}"
-            >
-              {{ link.label }}
-            </a>
-            {% if link.children %}
-              <div class="sidebar-sublinks">
-                {% for child in link.children %}
-                  {% if child.href == "/" %}
-                    {% set child_active = current_path == "/" %}
-                  {% else %}
-                    {% set child_active = current_path.startswith(child.href) %}
-                  {% endif %}
-                  <a
-                    href="{{ child.href }}"
-                    class="sidebar-sublink{% if child_active %} is-active{% endif %}"
-                  >
-                    {{ child.label }}
-                  </a>
-                {% endfor %}
-              </div>
-            {% endif %}
-          </div>
-        {% endfor %}
+  {% set current_path = request.url.path if request else "" %} {% for group in
+  nav_groups %}
+  <div class="sidebar-section">
+    <div class="sidebar-section-label">{{ group.label }}</div>
+    <div class="sidebar-section-links">
+      {% for link in group.links %} {% set href = link.href %} {% if href == "/"
+      %} {% set is_active = current_path == "/" %} {% else %} {% set is_active =
+      current_path.startswith(href) %} {% endif %}
+      <div class="sidebar-link-block">
+        <a
+          href="{{ href }}"
+          class="sidebar-link{% if is_active %} is-active{% endif %}"
+        >
+          {{ link.label }}
+        </a>
+        {% if link.children %}
+        <div class="sidebar-sublinks">
+          {% for child in link.children %} {% if child.href == "/" %} {% set
+          child_active = current_path == "/" %} {% else %} {% set child_active =
+          current_path.startswith(child.href) %} {% endif %}
+          <a
+            href="{{ child.href }}"
+            class="sidebar-sublink{% if child_active %} is-active{% endif %}"
+          >
+            {{ child.label }}
+          </a>
+          {% endfor %}
+        </div>
+        {% endif %}
       </div>
+      {% endfor %}
     </div>
+  </div>
   {% endfor %}
 </nav>

templates/profile.html

@@ -0,0 +1,31 @@
+{% extends "base.html" %}
+
+{% block title %}Profile{% endblock %}
+
+{% block content %}
+<div class="container">
+    <h1>User Profile</h1>
+    <p>Username: <span id="profile-username"></span></p>
+    <p>Email: <span id="profile-email"></span></p>
+    <button id="edit-profile-button">Edit Profile</button>
+
+    <div id="edit-profile-form" style="display:none;">
+        <h2>Edit Profile</h2>
+        <form>
+            <div class="form-group">
+                <label for="edit-username">Username:</label>
+                <input type="text" id="edit-username" name="username">
+            </div>
+            <div class="form-group">
+                <label for="edit-email">Email:</label>
+                <input type="email" id="edit-email" name="email">
+            </div>
+            <div class="form-group">
+                <label for="edit-password">New Password:</label>
+                <input type="password" id="edit-password" name="password">
+            </div>
+            <button type="submit">Save Changes</button>
+        </form>
+    </div>
+</div>
+{% endblock %}

templates/register.html

@@ -0,0 +1,25 @@
+{% extends "base.html" %}
+
+{% block title %}Register{% endblock %}
+
+{% block content %}
+<div class="container">
+    <h1>Register</h1>
+    <form id="register-form">
+        <div class="form-group">
+            <label for="username">Username:</label>
+            <input type="text" id="username" name="username" required>
+        </div>
+        <div class="form-group">
+            <label for="email">Email:</label>
+            <input type="email" id="email" name="email" required>
+        </div>
+        <div class="form-group">
+            <label for="password">Password:</label>
+            <input type="password" id="password" name="password" required>
+        </div>
+        <button type="submit">Register</button>
+    </form>
+    <p>Already have an account? <a href="/login">Login here</a></p>
+</div>
+{% endblock %}

templates/settings.html

@@ -1,113 +1,26 @@
-{% extends "base.html" %}
-
-{% block title %}Settings · CalMiner{% endblock %}
-
-{% block content %}
-  <section class="page-header">
-    <div>
-      <h1>Settings</h1>
-      <p class="page-subtitle">Configure platform defaults and administrative options.</p>
-    </div>
-  </section>
-  <section class="settings-grid">
-    <article class="settings-card">
-      <h2>Currency Management</h2>
-      <p>Manage available currencies, symbols, and default selections from the Currency Management page.</p>
-      <a class="button-link" href="/ui/currencies">Go to Currency Management</a>
-    </article>
-    <article class="settings-card">
-      <h2>Visual Theme</h2>
-      <p>Adjust CalMiner theme colors and preview changes instantly.</p>
-      <p class="settings-card-note">Changes save to the settings table and apply across the UI after submission. Environment overrides (if configured) remain read-only.</p>
-    </article>
-  </section>
-
-  <section class="panel" id="theme-settings" data-api="/api/settings/css">
-    <header class="panel-header">
-      <div>
-        <h2>Theme Colors</h2>
-        <p class="chart-subtitle">Update global CSS variables to customize CalMiner&apos;s appearance.</p>
-      </div>
-    </header>
-    <form id="theme-settings-form" class="form-grid color-form-grid" novalidate>
-      {% for key, value in css_variables.items() %}
-      {% set env_meta = css_env_override_meta.get(key) %}
-      <label class="color-form-field{% if env_meta %} is-env-override{% endif %}" data-variable="{{ key }}">
-        <span class="color-field-header">
-          <span class="color-field-name">{{ key }}</span>
-          <span class="color-field-default">Default: {{ css_defaults[key] }}</span>
-        </span>
-        <span class="color-field-helper" id="color-helper-{{ loop.index }}">Accepts hex, rgb(a), or hsl(a) values.</span>
-        {% if env_meta %}
-        <span class="color-env-flag">Managed via {{ env_meta.env_var }} (read-only)</span>
-        {% endif %}
-        <span class="color-input-row">
-          <input
-            type="text"
-            name="{{ key }}"
-            class="color-value-input"
-            value="{{ value }}"
-            autocomplete="off"
-            aria-describedby="color-helper-{{ loop.index }}"
-            {% if env_meta %}disabled aria-disabled="true" data-env-override="true"{% endif %}
-          />
-          <span class="color-preview" aria-hidden="true" style="background: {{ value }}"></span>
-        </span>
-      </label>
-      {% endfor %}
-
-      <div class="button-row">
-        <button type="submit" class="btn primary">Save Theme</button>
-        <button type="button" class="btn" id="theme-settings-reset">Reset to Defaults</button>
-      </div>
-    </form>
-    {% from "partials/components.html" import feedback with context %}
-    {{ feedback("theme-settings-feedback") }}
-  </section>
-
-  <section class="panel" id="theme-env-overrides">
-    <header class="panel-header">
-      <div>
-        <h2>Environment Overrides</h2>
-        <p class="chart-subtitle">The following CSS variables are controlled via environment variables and take precedence over database values.</p>
-      </div>
-    </header>
-    {% if css_env_override_rows %}
-    <div class="table-container env-overrides-table">
-      <table aria-label="Environment-controlled theme variables">
-        <thead>
-          <tr>
-            <th scope="col">CSS Variable</th>
-            <th scope="col">Environment Variable</th>
-            <th scope="col">Value</th>
-          </tr>
-        </thead>
-        <tbody>
-          {% for row in css_env_override_rows %}
-          <tr>
-            <td><code>{{ row.css_key }}</code></td>
-            <td><code>{{ row.env_var }}</code></td>
-            <td><code>{{ row.value }}</code></td>
-          </tr>
-          {% endfor %}
-        </tbody>
-      </table>
-    </div>
-    {% else %}
-    <p class="empty-state">No environment overrides configured.</p>
-    {% endif %}
-  </section>
-{% endblock %}
-
-{% block scripts %}
-  {{ super() }}
-  <script id="theme-settings-data" type="application/json">
-    {{ {
-      "variables": css_variables,
-      "defaults": css_defaults,
-      "envOverrides": css_env_overrides,
-      "envSources": css_env_override_rows
-    } | tojson }}
-  </script>
-  <script src="/static/js/settings.js"></script>
+{% extends "base.html" %} {% block title %}Settings · CalMiner{% endblock %} {%
+block content %}
+<section class="page-header">
+  <div>
+    <h1>Settings</h1>
+    <p class="page-subtitle">
+      Configure platform defaults and administrative options.
+    </p>
+  </div>
+</section>
+<section class="settings-grid">
+  <article class="settings-card">
+    <h2>Currency Management</h2>
+    <p>
+      Manage available currencies, symbols, and default selections from the
+      Currency Management page.
+    </p>
+    <a class="button-link" href="/ui/currencies">Go to Currency Management</a>
+  </article>
+  <article class="settings-card">
+    <h2>Themes</h2>
+    <p>Adjust CalMiner theme colors and preview changes instantly.</p>
+    <a class="button-link" href="/theme-settings">Go to Theme Settings</a>
+  </article>
+</section>
 {% endblock %}

templates/theme_settings.html

@@ -0,0 +1,125 @@
+{% extends "base.html" %} {% block title %}Theme Settings · CalMiner{% endblock
+%} {% block content %}
+<section class="page-header">
+  <div>
+    <h1>Theme Settings</h1>
+    <p class="page-subtitle">
+      Adjust CalMiner theme colors and preview changes instantly.
+    </p>
+  </div>
+</section>
+
+<section class="panel" id="theme-settings" data-api="/api/settings/css">
+  <header class="panel-header">
+    <div>
+      <h2>Theme Colors</h2>
+      <p class="chart-subtitle">
+        Update global CSS variables to customize CalMiner&apos;s appearance.
+      </p>
+    </div>
+  </header>
+  <form id="theme-settings-form" class="form-grid color-form-grid" novalidate>
+    {% for key, value in css_variables.items() %} {% set env_meta =
+    css_env_override_meta.get(key) %}
+    <label
+      class="color-form-field{% if env_meta %} is-env-override{% endif %}"
+      data-variable="{{ key }}"
+    >
+      <span class="color-field-header">
+        <span class="color-field-name">{{ key }}</span>
+        <span class="color-field-default"
+          >Default: {{ css_defaults[key] }}</span
+        >
+      </span>
+      <span class="color-field-helper" id="color-helper-{{ loop.index }}"
+        >Accepts hex, rgb(a), or hsl(a) values.</span
+      >
+      {% if env_meta %}
+      <span class="color-env-flag"
+        >Managed via {{ env_meta.env_var }} (read-only)</span
+      >
+      {% endif %}
+      <span class="color-input-row">
+        <input
+          type="text"
+          name="{{ key }}"
+          class="color-value-input"
+          value="{{ value }}"
+          autocomplete="off"
+          aria-describedby="color-helper-{{ loop.index }}"
+          {%
+          if
+          env_meta
+          %}disabled
+          aria-disabled="true"
+          data-env-override="true"
+          {%
+          endif
+          %}
+        />
+        <span
+          class="color-preview"
+          aria-hidden="true"
+          style="background: {{ value }}"
+        ></span>
+      </span>
+    </label>
+    {% endfor %}
+
+    <div class="button-row">
+      <button type="submit" class="btn primary">Save Theme</button>
+      <button type="button" class="btn" id="theme-settings-reset">
+        Reset to Defaults
+      </button>
+    </div>
+  </form>
+  {% from "partials/components.html" import feedback with context %} {{
+  feedback("theme-settings-feedback") }}
+</section>
+
+<section class="panel" id="theme-env-overrides">
+  <header class="panel-header">
+    <div>
+      <h2>Environment Overrides</h2>
+      <p class="chart-subtitle">
+        The following CSS variables are controlled via environment variables and
+        take precedence over database values.
+      </p>
+    </div>
+  </header>
+  {% if css_env_override_rows %}
+  <div class="table-container env-overrides-table">
+    <table aria-label="Environment-controlled theme variables">
+      <thead>
+        <tr>
+          <th scope="col">CSS Variable</th>
+          <th scope="col">Environment Variable</th>
+          <th scope="col">Value</th>
+        </tr>
+      </thead>
+      <tbody>
+        {% for row in css_env_override_rows %}
+        <tr>
+          <td><code>{{ row.css_key }}</code></td>
+          <td><code>{{ row.env_var }}</code></td>
+          <td><code>{{ row.value }}</code></td>
+        </tr>
+        {% endfor %}
+      </tbody>
+    </table>
+  </div>
+  {% else %}
+  <p class="empty-state">No environment overrides configured.</p>
+  {% endif %}
+</section>
+{% endblock %} {% block scripts %} {{ super() }}
+<script id="theme-settings-data" type="application/json">
+  {{ {
+    "variables": css_variables,
+    "defaults": css_defaults,
+    "envOverrides": css_env_overrides,
+    "envSources": css_env_override_rows
+  } | tojson }}
+</script>
+<script src="/static/js/settings.js"></script>
+{% endblock %}

tests/e2e/conftest.py

@@ -4,6 +4,7 @@ import time
 from typing import Dict, Generator
 
 import pytest
+
 # type: ignore[import]
 from playwright.sync_api import Browser, Page, Playwright, sync_playwright
 
@@ -70,10 +71,17 @@ def seed_default_currencies(live_server: str) -> None:
 
     seeds = [
         {"code": "EUR", "name": "Euro", "symbol": "EUR", "is_active": True},
-        {"code": "CLP", "name": "Chilean Peso", "symbol": "CLP$", "is_active": True},
+        {
+            "code": "CLP",
+            "name": "Chilean Peso",
+            "symbol": "CLP$",
+            "is_active": True,
+        },
     ]
 
-    with httpx.Client(base_url=live_server, timeout=5.0, trust_env=False) as client:
+    with httpx.Client(
+        base_url=live_server, timeout=5.0, trust_env=False
+    ) as client:
         try:
             response = client.get("/api/currencies/?include_inactive=true")
             response.raise_for_status()
@@ -128,8 +136,12 @@ def page(browser: Browser, live_server: str) -> Generator[Page, None, None]:
 def _prepare_database_environment(env: Dict[str, str]) -> Dict[str, str]:
     """Ensure granular database env vars are available for the app under test."""
 
-    required = ("DATABASE_HOST", "DATABASE_USER",
-                "DATABASE_NAME", "DATABASE_PASSWORD")
+    required = (
+        "DATABASE_HOST",
+        "DATABASE_USER",
+        "DATABASE_NAME",
+        "DATABASE_PASSWORD",
+    )
     if all(env.get(key) for key in required):
         return env
 

tests/e2e/test_consumption.py

@@ -7,7 +7,9 @@ def test_consumption_form_loads(page: Page):
     """Verify the consumption form page loads correctly."""
     page.goto("/ui/consumption")
     expect(page).to_have_title("Consumption · CalMiner")
-    expect(page.locator("h2:has-text('Add Consumption Record')")).to_be_visible()
+    expect(
+        page.locator("h2:has-text('Add Consumption Record')")
+    ).to_be_visible()
 
 
 def test_create_consumption_item(page: Page):

tests/e2e/test_costs.py

@@ -55,7 +55,9 @@ def test_create_capex_and_opex_items(page: Page):
     ).to_be_visible()
 
     # Verify the feedback messages.
-    expect(page.locator("#capex-feedback")
-           ).to_have_text("Entry saved successfully.")
-    expect(page.locator("#opex-feedback")
-           ).to_have_text("Entry saved successfully.")
+    expect(page.locator("#capex-feedback")).to_have_text(
+        "Entry saved successfully."
+    )
+    expect(page.locator("#opex-feedback")).to_have_text(
+        "Entry saved successfully."
+    )

tests/e2e/test_currencies.py

@@ -12,7 +12,8 @@ def _unique_currency_code(existing: set[str]) -> str:
         if candidate not in existing and candidate != "USD":
             return candidate
     raise AssertionError(
-        "Unable to generate a unique currency code for the test run.")
+        "Unable to generate a unique currency code for the test run."
+    )
 
 
 def _metric_value(page: Page, element_id: str) -> int:
@@ -42,8 +43,9 @@ def test_currency_workflow_create_update_toggle(page: Page) -> None:
     expect(page.locator("h2:has-text('Currency Overview')")).to_be_visible()
 
     code_cells = page.locator("#currencies-table-body tr td:nth-child(1)")
-    existing_codes = {text.strip().upper()
-                      for text in code_cells.all_inner_texts()}
+    existing_codes = {
+        text.strip().upper() for text in code_cells.all_inner_texts()
+    }
 
     total_before = _metric_value(page, "currency-metric-total")
     active_before = _metric_value(page, "currency-metric-active")
@@ -109,7 +111,9 @@ def test_currency_workflow_create_update_toggle(page: Page) -> None:
     toggle_button = row.locator("button[data-action='toggle']")
     expect(toggle_button).to_have_text("Activate")
 
-    with page.expect_response(f"**/api/currencies/{new_code}/activation") as toggle_info:
+    with page.expect_response(
+        f"**/api/currencies/{new_code}/activation"
+    ) as toggle_info:
         toggle_button.click()
     toggle_response = toggle_info.value
     assert toggle_response.status == 200
@@ -126,5 +130,6 @@ def test_currency_workflow_create_update_toggle(page: Page) -> None:
     _expect_feedback(page, f"Currency {new_code} activated.")
 
     expect(row.locator("td").nth(3)).to_contain_text("Active")
-    expect(row.locator("button[data-action='toggle']")
-           ).to_have_text("Deactivate")
+    expect(row.locator("button[data-action='toggle']")).to_have_text(
+        "Deactivate"
+    )

tests/e2e/test_equipment.py

@@ -38,11 +38,8 @@ def test_create_equipment_item(page: Page):
     # Verify the new item appears in the table.
     page.select_option("#equipment-scenario-filter", label=scenario_name)
     expect(
-        page.locator("#equipment-table-body tr").filter(
-            has_text=equipment_name
-        )
+        page.locator("#equipment-table-body tr").filter(has_text=equipment_name)
     ).to_be_visible()
 
     # Verify the feedback message.
-    expect(page.locator("#equipment-feedback")
-           ).to_have_text("Equipment saved.")
+    expect(page.locator("#equipment-feedback")).to_have_text("Equipment saved.")

tests/e2e/test_maintenance.py

@@ -53,5 +53,6 @@ def test_create_maintenance_item(page: Page):
     ).to_be_visible()
 
     # Verify the feedback message.
-    expect(page.locator("#maintenance-feedback")
-           ).to_have_text("Maintenance entry saved.")
+    expect(page.locator("#maintenance-feedback")).to_have_text(
+        "Maintenance entry saved."
+    )