Add Phase 15 customer and sales ledger intelligence

2026-08-22 22:43:44 +05:30
parent efc12e20d3
commit 230fe7ffc5
12 changed files with 879 additions and 6 deletions
@@ -0,0 +1,118 @@
+from __future__ import annotations
+
+from datetime import datetime, timezone
+
+from sqlalchemy import DateTime, Float, ForeignKey, Integer, String, Text, UniqueConstraint
+from sqlalchemy.orm import Mapped, mapped_column
+
+from app.core.db.common import CommonBase
+
+
+class AccountingSalesHistoricalRun(CommonBase):
+    __tablename__ = "accounting_sales_historical_runs"
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
+    tenant_id: Mapped[int] = mapped_column(ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False, index=True)
+    client_id: Mapped[int] = mapped_column(ForeignKey("clients.id", ondelete="CASCADE"), nullable=False, index=True)
+    tally_guid: Mapped[str] = mapped_column(String(120), nullable=False, default="", index=True)
+    company_name: Mapped[str] = mapped_column(String(255), nullable=False, default="")
+    workstation_agent_id: Mapped[int | None] = mapped_column(
+        ForeignKey("erp_workstation_agents.id", ondelete="SET NULL"), nullable=True, index=True
+    )
+    agent_job_id: Mapped[int | None] = mapped_column(
+        ForeignKey("erp_agent_jobs.id", ondelete="SET NULL"), nullable=True, index=True
+    )
+    date_from: Mapped[str] = mapped_column(String(20), nullable=False, default="")
+    date_to: Mapped[str] = mapped_column(String(20), nullable=False, default="")
+    status: Mapped[str] = mapped_column(String(30), nullable=False, default="queued", index=True)
+    evidence_rows: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
+    error_message: Mapped[str | None] = mapped_column(Text, nullable=True)
+    requested_by_user_id: Mapped[int | None] = mapped_column(
+        ForeignKey("users.id", ondelete="SET NULL"), nullable=True
+    )
+    created_at_utc: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, default=lambda: datetime.now(timezone.utc), index=True
+    )
+    completed_at_utc: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
+
+
+class AccountingSalesHistoricalEvidence(CommonBase):
+    __tablename__ = "accounting_sales_historical_evidence"
+    __table_args__ = (
+        UniqueConstraint(
+            "tenant_id",
+            "client_id",
+            "tally_guid",
+            "party_ledger_name",
+            "counter_ledger_name",
+            "voucher_type_name",
+            name="uq_sales_hist_evidence",
+        ),
+    )
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
+    tenant_id: Mapped[int] = mapped_column(ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False, index=True)
+    client_id: Mapped[int] = mapped_column(ForeignKey("clients.id", ondelete="CASCADE"), nullable=False, index=True)
+    tally_guid: Mapped[str] = mapped_column(String(120), nullable=False, default="", index=True)
+    company_name: Mapped[str] = mapped_column(String(255), nullable=False, default="")
+    party_ledger_name: Mapped[str] = mapped_column(String(255), nullable=False, index=True)
+    party_parent_group: Mapped[str] = mapped_column(String(255), nullable=False, default="")
+    counter_ledger_name: Mapped[str] = mapped_column(String(255), nullable=False, index=True)
+    counter_parent_group: Mapped[str] = mapped_column(String(255), nullable=False, default="")
+    voucher_type_name: Mapped[str] = mapped_column(String(160), nullable=False, default="Sales", index=True)
+    voucher_count: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
+    absolute_amount_total: Mapped[float] = mapped_column(Float, nullable=False, default=0)
+    first_voucher_date: Mapped[str | None] = mapped_column(String(20), nullable=True)
+    last_voucher_date: Mapped[str | None] = mapped_column(String(20), nullable=True)
+    sample_narration: Mapped[str | None] = mapped_column(Text, nullable=True)
+    refreshed_at_utc: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, default=lambda: datetime.now(timezone.utc), index=True
+    )
+
+
+class AccountingSalesCustomerMapping(CommonBase):
+    __tablename__ = "accounting_sales_customer_mappings"
+    __table_args__ = (
+        UniqueConstraint(
+            "tenant_id",
+            "client_id",
+            "identity_key",
+            name="uq_sales_customer_mapping_identity",
+        ),
+    )
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
+    tenant_id: Mapped[int] = mapped_column(ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False, index=True)
+    client_id: Mapped[int] = mapped_column(ForeignKey("clients.id", ondelete="CASCADE"), nullable=False, index=True)
+
+    customer_name: Mapped[str] = mapped_column(String(255), nullable=False, default="")
+    normalized_customer_name: Mapped[str] = mapped_column(String(255), nullable=False, default="", index=True)
+    customer_gstin: Mapped[str] = mapped_column(String(20), nullable=False, default="", index=True)
+    identity_key: Mapped[str] = mapped_column(String(300), nullable=False, index=True)
+
+    tally_guid: Mapped[str] = mapped_column(String(120), nullable=False, default="", index=True)
+    tally_customer_ledger_name: Mapped[str] = mapped_column(String(255), nullable=False, default="")
+    nature_id: Mapped[int | None] = mapped_column(
+        ForeignKey("accounting_natures.id", ondelete="SET NULL"), nullable=True, index=True
+    )
+    sales_ledger_name: Mapped[str] = mapped_column(String(255), nullable=False, default="")
+
+    source: Mapped[str] = mapped_column(String(30), nullable=False, default="review", index=True)
+    evidence_count: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
+    confidence_percent: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
+    total_amount: Mapped[float] = mapped_column(Float, nullable=False, default=0)
+    last_seen_date: Mapped[str] = mapped_column(String(20), nullable=False, default="")
+
+    confirmed_by_user_id: Mapped[int | None] = mapped_column(
+        ForeignKey("users.id", ondelete="SET NULL"), nullable=True
+    )
+    confirmed_at_utc: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
+    created_at_utc: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, default=lambda: datetime.now(timezone.utc), index=True
+    )
+    updated_at_utc: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True),
+        nullable=False,
+        default=lambda: datetime.now(timezone.utc),
+        onupdate=lambda: datetime.now(timezone.utc),
+    )