## Summary Phase 4.3 delivers DERA's authoritative internal platform PostgreSQL persistence foundation, establishing asynchronous PostgreSQL 16+ persistence via SQLAlchemy 2.x, connection pooling (`AsyncAdaptedQueuePool`), typed declarative models (`Base`), request-scoped session lifecycle (`get_db_session`), explicit transaction boundaries (`transaction_scope`), Alembic migrations with async runner, database health and readiness probe integration (`/health/ready`), credential masking, and comprehensive operational documentation. > **CRITICAL ARCHITECTURAL SEPARATION INVARIANT**: > The internal platform database (`dera_platform`) is strictly separated from externally inspected customer databases. No Phase 4.3 migration may execute against customer databases, and no customer connection is shared with the platform database. > **ZERO AI INVARIANT**: > Pure deterministic persistence without LLMs, GenAI models, or probabilistic inference. ## Change Type - [x] Feature (`feat`) - [ ] Bug fix (`fix`) - [x] Documentation (`docs`) - [ ] Refactor (`refactor`) - [ ] Performance (`perf`) - [x] Test improvement (`test`) - [x] CI/CD or Build (`ci`, `build`) - [x] Security enhancement (`security`) - [ ] Breaking change (`!`) ## Related Issues Closes #39 ## Implementation Details - **SQLAlchemy 2.x Base**: `Base(DeclarativeBase)` with explicit, deterministic PostgreSQL naming conventions (`POSTGRES_NAMING_CONVENTION`) for PKs, FKs, unique constraints, check constraints, and indexes. - **Async Engine Factory**: `create_database_engine` with `AsyncAdaptedQueuePool`, configurable pool parameters (`pool_size`, `max_overflow`, `pool_timeout`, `pool_recycle`), socket timeouts, and safe lifecycle disposal. - **Session & Transaction Lifecycle**: `create_session_factory` and `transaction_scope` ensuring atomic commits and automatic rollback on failure without connection leaks. - **FastAPI Dependency Injection**: `get_db_session` provides request-scoped session injection with guaranteed disposal. - **Initial Schema**: `PlatformMetadata` ORM model (`dera_platform_metadata`) and typed `PlatformMetadataRepository`. - **Alembic Migrations**: Async environment (`migrations/env.py`, `alembic.ini`) with initial revision `001_platform_metadata`. - **Health Integration**: Bounded `SELECT 1;` connectivity check wired into `/health/ready` probe. - **Security & Sanitization**: Masked connection URLs and sanitized database error messages preventing credential/parameter leakage. - **Local Dev Setup**: Added `docker-compose.db.yml` for PostgreSQL 16 local development. - **CI Enhancements**: Added PostgreSQL 16 service container tests and migration re-upgrade verification in `.github/workflows/ci.yml`. ## Testing - [x] Relevant tests passed (`python scripts/development/dev.py all` or `test`) - [ ] Tests not applicable — explanation below (e.g., documentation, typo fix, governance) - [ ] Tests not run / blocked — explanation below **Test evidence & notes:** ```text ================================================== DERA Test Execution Telemetry ================================================== Total Tests Executed: 260 Passed: 260 Failures: 0 Errors: 0 Skipped: 0 Execution Duration: 5.956s JUnit XML Report: reports/test-results.xml JSON Summary: reports/test-summary.json ================================================== ``` - Executed 260/260 tests across engine, session, transaction, constraint, health, error handling, repository, migration, and integration test suites. - Verified Ruff linting (`ruff check`) and formatting (`ruff format --check`). - Verified bytecode compilation (`compileall`). - Verified Bandit SAST security scan (0 findings). - Verified OpenAPI zero-drift validation (`validate_openapi.py --check`). - Verified TypeScript compilation (`tsc --noEmit`). ## Documentation Impact - [x] Documentation in `docs/` updated or verified where required - [x] Documentation validation passed (`npm run docs:check`) - [ ] No documentation updates required for this change **Documentation updates:** - Authored 10 authoritative database guides in `docs/database/`: `README.md`, `ARCHITECTURE.md`, `CONFIGURATION.md`, `LOCAL_POSTGRESQL.md`, `SQLALCHEMY_GUIDE.md`, `MIGRATION_POLICY.md`, `TRANSACTION_POLICY.md`, `SECURITY_AND_ROLES.md`, `TESTING.md`, `RECOVERY.md`. - Authored baseline audit `docs/audit/PHASE_4_3_DATABASE_BASELINE.md` and acceptance report `docs/audit/PHASE_4_3_DATABASE_ACCEPTANCE.md`. - Updated `docs/README.md` and `docs/audit/README.md`. - Passed documentation validation across 176 markdown files and 70 Mermaid diagrams. ## Security Impact & Deterministic Engineering - [x] **Strict Non-AI Policy:** Verified zero generative AI, LLM, or external inference APIs are introduced. - [x] **Database Safety:** Verified all database connector operations enforce read-only introspection without data modification. - [x] **Credential Protection:** Confirmed that no production credentials, passwords, or `.env` secrets are committed. - [x] **Least Privilege:** Validated that permissions and access boundaries are minimized. - [ ] **No Security Impact:** Change does not affect database connections, security boundaries, or credentials. ## Breaking Changes - [x] No breaking changes. - [ ] Breaking change introduced (detailed explanation and migration path below): ## Contributor Checklist - [x] My code adheres to the project's coding standards (PEP 8, TypeScript strict mode). - [x] My branch is rebased on the latest `main` branch. - [x] The PR title follows [Conventional Commits](https://www.conventionalcommits.org/) (`feat(database): complete Phase 4.3 PostgreSQL and migration foundation`). - [x] No unrelated changes or accidental files are included.