Dual-Mode Library Pattern: Complete Implementation

Overview

Core Principle: Accept connection_string OR db_manager, always run own migrations, clean up conditionally.

This pattern makes your library work both standalone (creates own pool) AND embedded (uses shared pool) without code changes.

When to Use This

From pgdbm:choosing-pattern skill - use when:

• Publishing to PyPI
• Building internal shared library
• Code will be used by other developers
• Library might be used alongside other pgdbm libraries

Complete Implementation Template

from typing import Optional
from pathlib import Path
from pgdbm import AsyncDatabaseManager, DatabaseConfig, AsyncMigrationManager

class MyLibrary:
    """Library supporting dual-mode operation.

    Standalone: MyLibrary(connection_string='postgresql://...')
    Shared pool: MyLibrary(db_manager=shared_db)
    """

    def __init__(
        self,
        connection_string: Optional[str] = None,
        db_manager: Optional[AsyncDatabaseManager] = None,
        schema: Optional[str] = None,
    ):
        # Validation
        if not connection_string and not db_manager:
            raise ValueError("Either connection_string or db_manager required")

        # Track ownership
        self._external_db = db_manager is not None
        self.db = db_manager
        self._connection_string = connection_string
        self._schema = schema or "mylib"

    async def initialize(self):
        # Create connection only if not provided
        if not self._external_db:
            config = DatabaseConfig(
                connection_string=self._connection_string,
                min_connections=5,
                max_connections=20,
            )
            self.db = AsyncDatabaseManager(config)
            await self.db.connect()

        # ALWAYS run migrations (both modes!)
        migrations_path = Path(__file__).parent / "migrations"
        migrations = AsyncMigrationManager(
            self.db,
            migrations_path=str(migrations_path),
            module_name=f"mylib_{self._schema}",  # Unique per schema
        )
        await migrations.apply_pending_migrations()

    async def close(self):
        # Only close if we created the connection
        if self.db and not self._external_db:
            await self.db.disconnect()

    # Library methods (always use {{tables.}})
    async def create_record(self, data: dict):
        return await self.db.fetch_one(
            "INSERT INTO {{tables.records}} (data) VALUES ($1) RETURNING *",
            data
        )

Critical Implementation Details

1. Parameter Validation

def __init__(self, connection_string=None, db_manager=None):
    if not connection_string and not db_manager:
        raise ValueError(
            "Either connection_string or db_manager required.\n\n"
            "Standalone: MyLib(connection_string='postgresql://...')\n"
            "Shared pool: MyLib(db_manager=shared_db)"
        )

Why: Catch misconfiguration immediately with helpful error message.

2. Track Ownership

self._external_db = db_manager is not None

Why: Determines who owns lifecycle. If True, caller owns pool. If False, we own it.

3. Conditional Connection Creation

async def initialize(self):
    if not self._external_db:
        # We need to create connection
        self.db = AsyncDatabaseManager(config)
        await self.db.connect()

    # ALWAYS run migrations (external or not)
    await self._apply_migrations()

Why: Don't create pool if one was provided. But ALWAYS run migrations.

4. Unique Module Name Per Schema

module_name = f"mylib_{self._schema}"  # "mylib_schema1", "mylib_schema2"

Why: Same library can be used multiple times with different schemas. Each needs unique migration tracking.

5. Conditional Cleanup

async def close(self):
    if self.db and not self._external_db:
        await self.db.disconnect()

Why: Only close connections we created. External connections belong to caller.

Usage Patterns

Standalone Mode

from mylib import MyLibrary

# User provides connection string
lib = MyLibrary(connection_string="postgresql://localhost/mydb")
await lib.initialize()

# Use library
result = await lib.create_record({"key": "value"})

# Clean up
await lib.close()

Shared Pool Mode

from pgdbm import AsyncDatabaseManager, DatabaseConfig
from mylib import MyLibrary

# App creates shared pool
config = DatabaseConfig(connection_string="postgresql://localhost/app")
shared_pool = await AsyncDatabaseManager.create_shared_pool(config)

# Create schema-isolated manager for library
lib_db = AsyncDatabaseManager(pool=shared_pool, schema="mylib")

# Pass to library
lib = MyLibrary(db_manager=lib_db)
await lib.initialize()

# Use library
result = await lib.create_record({"key": "value"})

# Don't call lib.close() - app owns the pool
await shared_pool.close()

Multi-Library Composition

# Parent app using multiple dual-mode libraries
from mylib import MyLibrary
from otherlib import OtherLibrary

# One shared pool
pool = await AsyncDatabaseManager.create_shared_pool(config)

# Each library gets own schema
mylib_db = AsyncDatabaseManager(pool=pool, schema="mylib")
otherlib_db = AsyncDatabaseManager(pool=pool, schema="otherlib")

# Initialize both
mylib = MyLibrary(db_manager=mylib_db)
otherlib = OtherLibrary(db_manager=otherlib_db)

await mylib.initialize()  # Runs mylib migrations in mylib schema
await otherlib.initialize()  # Runs otherlib migrations in otherlib schema

# Libraries can reference each other's data if needed
# (but each owns its own tables in separate schemas)

Migration Files

Always use {{tables.}} syntax:

-- mylib/migrations/001_initial.sql
CREATE TABLE IF NOT EXISTS {{tables.records}} (
    id SERIAL PRIMARY KEY,
    data JSONB NOT NULL,
    created_at TIMESTAMP DEFAULT NOW()
);

CREATE INDEX IF NOT EXISTS records_created
    ON {{tables.records}} (created_at);

Why templates matter:

• Standalone mode: {{tables.records}} → records
• Shared pool with schema: {{tables.records}} → "mylib".records

Same migration file works in both modes.

Common Mistakes

❌ Not Supporting db_manager Parameter

# WRONG: Forces standalone mode only
def __init__(self, connection_string: str):
    self.db = AsyncDatabaseManager(DatabaseConfig(connection_string=connection_string))

Fix: Accept both connection_string and db_manager.

❌ Skipping Migrations in Shared Mode

# WRONG: Assumes migrations already run
async def initialize(self):
    if self._external_db:
        return  # Skip migrations!

Fix: ALWAYS run migrations. Your module owns its schema/tables.

❌ Always Calling close()

# WRONG: Closes external pool
await lib.close()  # Disconnects pool owned by parent app!

Fix: Check _external_db flag in close() method.

❌ Hardcoding Schema/Table Names

# WRONG: Only works in one schema
await db.execute("INSERT INTO mylib.records ...")

Fix: Use {{tables.records}} - works in any schema.

❌ Not Including Schema in module_name

# WRONG: Conflicts if library used twice
module_name = "mylib"

Fix: Include schema: module_name = f"mylib_{schema}".

FastAPI Integration

For libraries providing FastAPI apps:

from contextlib import asynccontextmanager
from fastapi import FastAPI

def create_app(
    db_manager: Optional[AsyncDatabaseManager] = None,
    connection_string: Optional[str] = None,
) -> FastAPI:
    """Create app supporting both modes."""

    @asynccontextmanager
    async def lifespan(app: FastAPI):
        # Initialize library
        lib = MyLibrary(
            connection_string=connection_string,
            db_manager=db_manager,
        )
        await lib.initialize()
        app.state.lib = lib

        yield

        # Clean up only if we own it
        await lib.close()

    return FastAPI(lifespan=lifespan)

# Standalone usage
app = create_app(connection_string="postgresql://...")

# Parent app usage
parent = FastAPI()
lib_app = create_app(db_manager=shared_db)
parent.mount("/lib", lib_app)

Testing Both Modes

# tests/conftest.py
import pytest
from mylib import MyLibrary

@pytest.fixture(params=["standalone", "shared"])
async def lib(request, test_db_factory):
    """Test both modes."""
    mode = request.param

    if mode == "standalone":
        lib = MyLibrary(connection_string="postgresql://localhost/test")
    else:
        db = await test_db_factory.create_db(schema="mylib")
        lib = MyLibrary(db_manager=db)

    await lib.initialize()
    yield lib
    await lib.close()

# tests/test_lib.py
async def test_create_record(lib):
    # This test runs in BOTH modes
    result = await lib.create_record({"key": "value"})
    assert result["id"] is not None

Package Structure for PyPI

mylib/
├── pyproject.toml
├── README.md
├── src/
│   └── mylib/
│       ├── __init__.py           # Export MyLibrary
│       ├── core.py              # Implementation
│       └── migrations/
│           ├── 001_initial.sql
│           └── 002_indexes.sql
└── tests/
    ├── conftest.py
    └── test_mylib.py

# pyproject.toml
[project]
name = "mylib"
dependencies = ["pgdbm>=0.2.0"]

[project.optional-dependencies]
dev = ["pytest>=7.0", "pytest-asyncio>=0.21"]

Why This Pattern Exists

Problem: Users have different deployment contexts:

• Solo developer: wants simple connection_string setup
• Enterprise app: has shared pool, needs schema isolation
• Microservices: each service creates own pool
• Multi-tenant: needs dynamic schema creation

Solution: Dual-mode pattern handles all cases with same code.

Benefits:

• Library works in any context
• No forced architecture decisions
• Efficient resource sharing when possible
• Complete isolation when needed

Checklist

Before publishing dual-mode library:

• Accept both connection_string and db_manager parameters
• Validate at least one is provided
• Track ownership with _external_db flag
• Create connection only if not provided
• ALWAYS run migrations in both modes
• Use {{tables.}} in all SQL
• Use unique module_name including schema
• Close connection only if you created it
• Test both modes with parametrized fixtures
• Document both usage modes in README

Complete Minimal Example

from typing import Optional
from pathlib import Path
from pgdbm import AsyncDatabaseManager, DatabaseConfig, AsyncMigrationManager

class MyLibrary:
    def __init__(self, connection_string=None, db_manager=None):
        if not connection_string and not db_manager:
            raise ValueError("Either connection_string or db_manager required")
        self._external_db = db_manager is not None
        self.db = db_manager
        self._connection_string = connection_string

    async def initialize(self):
        if not self._external_db:
            config = DatabaseConfig(connection_string=self._connection_string)
            self.db = AsyncDatabaseManager(config)
            await self.db.connect()

        migrations = AsyncMigrationManager(
            self.db,
            str(Path(__file__).parent / "migrations"),
            module_name="mylib"
        )
        await migrations.apply_pending_migrations()

    async def close(self):
        if self.db and not self._external_db:
            await self.db.disconnect()

That's the complete dual-mode pattern.

Related Skills

• For pattern selection: pgdbm:choosing-pattern
• For mental model: pgdbm:using-pgdbm
• For shared pool usage: pgdbm:shared-pool-pattern
• For testing: pgdbm:testing-database-code