Move AQMM controls to assurance engagement workflow
This commit is contained in:
A R R R Associates
@@ -386,6 +386,21 @@ class ClientServiceSubscription(CommonBase):
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end_date: Mapped[date | None] = mapped_column(Date, nullable=True)
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status: Mapped[str] = mapped_column(String(30), nullable=False, default="active", index=True)
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remarks: Mapped[str | None] = mapped_column(Text, nullable=True)
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# AQMM / engagement-level quality workflow. This is intentionally attached
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# to the engagement/subscription, not to the client master, because one
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# client can have both assurance and non-assurance services in the same FY.
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quality_workflow_required: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False, index=True)
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quality_workflow_status: Mapped[str] = mapped_column(String(40), nullable=False, default="not_required", index=True)
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quality_acceptance_status: Mapped[str] = mapped_column(String(40), nullable=False, default="not_required", index=True)
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quality_independence_status: Mapped[str] = mapped_column(String(40), nullable=False, default="not_required", index=True)
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quality_conflict_status: Mapped[str] = mapped_column(String(40), nullable=False, default="not_required", index=True)
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quality_kyc_status: Mapped[str] = mapped_column(String(40), nullable=False, default="not_required", index=True)
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quality_engagement_letter_status: Mapped[str] = mapped_column(String(40), nullable=False, default="not_required", index=True)
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quality_approved_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id"), nullable=True, index=True)
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quality_approved_at_utc: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
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quality_block_reason: Mapped[str | None] = mapped_column(Text, nullable=True)
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is_active: Mapped[bool] = mapped_column(Boolean, nullable=False, default=True, index=True)
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is_locked: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False, index=True)
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locked_at_utc: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
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@@ -405,6 +420,123 @@ class ClientServiceSubscription(CommonBase):
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assigned_staff = relationship("User", foreign_keys=[assigned_staff_user_id])
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review_partner = relationship("User", foreign_keys=[review_partner_user_id])
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locked_by = relationship("User", foreign_keys=[locked_by_user_id])
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quality_approved_by = relationship("User", foreign_keys=[quality_approved_by_user_id])
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class EngagementQualityDeclaration(CommonBase):
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"""Digital AQMM declaration attached to an assurance engagement.
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Used for independence and conflict confirmations from the assigned partner,
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review partner, manager, staff and any other engagement team member.
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"""
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__tablename__ = "engagement_quality_declarations"
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__table_args__ = (
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UniqueConstraint(
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"subscription_id",
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"declaration_type",
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"requested_user_id",
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name="uq_engagement_quality_declaration_user_type",
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),
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)
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id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
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tenant_id: Mapped[int] = mapped_column(ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False, index=True)
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branch_id: Mapped[int | None] = mapped_column(ForeignKey("branches.id", ondelete="SET NULL"), nullable=True, index=True)
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client_id: Mapped[int] = mapped_column(ForeignKey("clients.id", ondelete="CASCADE"), nullable=False, index=True)
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subscription_id: Mapped[int] = mapped_column(ForeignKey("client_service_subscriptions.id", ondelete="CASCADE"), nullable=False, index=True)
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declaration_type: Mapped[str] = mapped_column(String(40), nullable=False, index=True) # independence / conflict
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requested_user_id: Mapped[int] = mapped_column(ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True)
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requested_role: Mapped[str | None] = mapped_column(String(80), nullable=True)
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status: Mapped[str] = mapped_column(String(40), nullable=False, default="pending", index=True)
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declaration_text: Mapped[str | None] = mapped_column(Text, nullable=True)
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response_notes: Mapped[str | None] = mapped_column(Text, nullable=True)
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responded_at_utc: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
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ip_address: Mapped[str | None] = mapped_column(String(80), nullable=True)
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user_agent: Mapped[str | None] = mapped_column(String(500), nullable=True)
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created_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id", ondelete="SET NULL"), nullable=True)
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created_at_utc: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), nullable=False)
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updated_at_utc: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), onupdate=lambda: datetime.now(timezone.utc), nullable=False)
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subscription = relationship("ClientServiceSubscription")
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client = relationship("Client")
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requested_user = relationship("User", foreign_keys=[requested_user_id])
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created_by = relationship("User", foreign_keys=[created_by_user_id])
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class EngagementKycVerification(CommonBase):
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"""KYC verification for an assurance engagement using existing permanent documents."""
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__tablename__ = "engagement_kyc_verifications"
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id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
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tenant_id: Mapped[int] = mapped_column(ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False, index=True)
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branch_id: Mapped[int | None] = mapped_column(ForeignKey("branches.id", ondelete="SET NULL"), nullable=True, index=True)
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client_id: Mapped[int] = mapped_column(ForeignKey("clients.id", ondelete="CASCADE"), nullable=False, index=True)
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subscription_id: Mapped[int] = mapped_column(ForeignKey("client_service_subscriptions.id", ondelete="CASCADE"), nullable=False, index=True)
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status: Mapped[str] = mapped_column(String(40), nullable=False, default="pending_verification", index=True)
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source: Mapped[str] = mapped_column(String(80), nullable=False, default="permanent_documents")
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verification_notes: Mapped[str | None] = mapped_column(Text, nullable=True)
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verified_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id", ondelete="SET NULL"), nullable=True, index=True)
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verified_at_utc: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
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created_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id", ondelete="SET NULL"), nullable=True)
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created_at_utc: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), nullable=False)
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updated_at_utc: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), onupdate=lambda: datetime.now(timezone.utc), nullable=False)
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subscription = relationship("ClientServiceSubscription")
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client = relationship("Client")
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verified_by = relationship("User", foreign_keys=[verified_by_user_id])
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created_by = relationship("User", foreign_keys=[created_by_user_id])
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class EngagementLetter(CommonBase):
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"""Engagement-specific letter acceptance evidence.
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Supports both client OTP acceptance and manual signed PDF upload/verification.
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File upload storage can be extended without changing the AQMM gate fields.
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"""
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__tablename__ = "engagement_letters"
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id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
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tenant_id: Mapped[int] = mapped_column(ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False, index=True)
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branch_id: Mapped[int | None] = mapped_column(ForeignKey("branches.id", ondelete="SET NULL"), nullable=True, index=True)
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client_id: Mapped[int] = mapped_column(ForeignKey("clients.id", ondelete="CASCADE"), nullable=False, index=True)
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subscription_id: Mapped[int] = mapped_column(ForeignKey("client_service_subscriptions.id", ondelete="CASCADE"), nullable=False, index=True)
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title: Mapped[str] = mapped_column(String(255), nullable=False, default="Engagement Letter")
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version_no: Mapped[int] = mapped_column(Integer, nullable=False, default=1)
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status: Mapped[str] = mapped_column(String(50), nullable=False, default="draft_pending", index=True)
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acceptance_mode: Mapped[str | None] = mapped_column(String(40), nullable=True) # digital_otp / manual_signed_upload
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body_text: Mapped[str | None] = mapped_column(Text, nullable=True)
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pdf_sha256: Mapped[str | None] = mapped_column(String(128), nullable=True)
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manual_upload_filename: Mapped[str | None] = mapped_column(String(255), nullable=True)
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manual_upload_path: Mapped[str | None] = mapped_column(String(500), nullable=True)
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client_acceptance_declaration: Mapped[str | None] = mapped_column(Text, nullable=True)
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partner_approved_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id", ondelete="SET NULL"), nullable=True, index=True)
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partner_approved_at_utc: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
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client_accepted_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id", ondelete="SET NULL"), nullable=True, index=True)
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client_accepted_at_utc: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
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manual_verified_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id", ondelete="SET NULL"), nullable=True, index=True)
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manual_verified_at_utc: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
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ip_address: Mapped[str | None] = mapped_column(String(80), nullable=True)
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user_agent: Mapped[str | None] = mapped_column(String(500), nullable=True)
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created_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id", ondelete="SET NULL"), nullable=True)
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created_at_utc: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), nullable=False)
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updated_at_utc: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), onupdate=lambda: datetime.now(timezone.utc), nullable=False)
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subscription = relationship("ClientServiceSubscription")
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client = relationship("Client")
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partner_approved_by = relationship("User", foreign_keys=[partner_approved_by_user_id])
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client_accepted_by = relationship("User", foreign_keys=[client_accepted_by_user_id])
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manual_verified_by = relationship("User", foreign_keys=[manual_verified_by_user_id])
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created_by = relationship("User", foreign_keys=[created_by_user_id])
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class ClientServiceTaskInstance(CommonBase):
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