Add Phase 3 client business intelligence profile

2026-08-22 12:04:44 +05:30
parent f7bf1437ef
commit 397c887703
6 changed files with 467 additions and 0 deletions
@@ -0,0 +1,80 @@
+"""Phase 3 client business intelligence profile foundation.
+
+Revision ID: 20260822_business_profile_p3
+Revises: 20260822_lean_agent_p2
+"""
+from alembic import op
+import sqlalchemy as sa
+
+revision = "20260822_business_profile_p3"
+down_revision = "20260822_lean_agent_p2"
+branch_labels = None
+depends_on = None
+
+
+def upgrade():
+    op.create_table(
+        "client_business_profiles",
+        sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
+        sa.Column("client_id", sa.Integer(), sa.ForeignKey("clients.id", ondelete="CASCADE"), nullable=False),
+        sa.Column("tenant_id", sa.Integer(), sa.ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False),
+        sa.Column("branch_id", sa.Integer(), sa.ForeignKey("branches.id", ondelete="SET NULL"), nullable=True),
+        sa.Column("primary_industry", sa.String(length=150), nullable=True),
+        sa.Column("primary_business_activity", sa.String(length=200), nullable=True),
+        sa.Column("secondary_business_activities", sa.Text(), nullable=True),
+        sa.Column("business_model", sa.String(length=50), nullable=True),
+        sa.Column("main_products", sa.Text(), nullable=True),
+        sa.Column("main_services", sa.Text(), nullable=True),
+        sa.Column("inventory_maintained", sa.Boolean(), nullable=True),
+        sa.Column("project_job_based", sa.Boolean(), nullable=True),
+        sa.Column("capital_intensive", sa.Boolean(), nullable=True),
+        sa.Column("vehicle_intensive", sa.Boolean(), nullable=True),
+        sa.Column("profile_status", sa.String(length=30), nullable=False, server_default="draft"),
+        sa.Column("confidence_score", sa.Integer(), nullable=False, server_default="0"),
+        sa.Column("confirmed_by_user_id", sa.Integer(), sa.ForeignKey("users.id", ondelete="SET NULL"), nullable=True),
+        sa.Column("confirmed_at_utc", sa.DateTime(timezone=True), nullable=True),
+        sa.Column("notes", sa.Text(), nullable=True),
+        sa.Column("created_by_user_id", sa.Integer(), sa.ForeignKey("users.id", ondelete="SET NULL"), nullable=True),
+        sa.Column("updated_by_user_id", sa.Integer(), sa.ForeignKey("users.id", ondelete="SET NULL"), nullable=True),
+        sa.Column("created_at_utc", sa.DateTime(timezone=True), nullable=False),
+        sa.Column("updated_at_utc", sa.DateTime(timezone=True), nullable=False),
+        sa.UniqueConstraint("client_id", name="uq_client_business_profiles_client"),
+    )
+    for name, cols in [
+        ("ix_client_business_profiles_client_id", ["client_id"]),
+        ("ix_client_business_profiles_tenant_id", ["tenant_id"]),
+        ("ix_client_business_profiles_branch_id", ["branch_id"]),
+        ("ix_client_business_profiles_primary_industry", ["primary_industry"]),
+        ("ix_client_business_profiles_business_model", ["business_model"]),
+        ("ix_client_business_profiles_profile_status", ["profile_status"]),
+    ]:
+        op.create_index(name, "client_business_profiles", cols)
+
+    op.create_table(
+        "client_business_profile_sources",
+        sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
+        sa.Column("profile_id", sa.Integer(), sa.ForeignKey("client_business_profiles.id", ondelete="CASCADE"), nullable=False),
+        sa.Column("client_id", sa.Integer(), sa.ForeignKey("clients.id", ondelete="CASCADE"), nullable=False),
+        sa.Column("tenant_id", sa.Integer(), sa.ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False),
+        sa.Column("source_type", sa.String(length=40), nullable=False),
+        sa.Column("source_reference", sa.String(length=255), nullable=True),
+        sa.Column("observed_on", sa.Date(), nullable=True),
+        sa.Column("confidence_score", sa.Integer(), nullable=False, server_default="50"),
+        sa.Column("is_authoritative", sa.Boolean(), nullable=False, server_default=sa.false()),
+        sa.Column("evidence_json", sa.JSON(), nullable=True),
+        sa.Column("notes", sa.Text(), nullable=True),
+        sa.Column("created_by_user_id", sa.Integer(), sa.ForeignKey("users.id", ondelete="SET NULL"), nullable=True),
+        sa.Column("created_at_utc", sa.DateTime(timezone=True), nullable=False),
+    )
+    for name, cols in [
+        ("ix_client_business_profile_sources_profile_id", ["profile_id"]),
+        ("ix_client_business_profile_sources_client_id", ["client_id"]),
+        ("ix_client_business_profile_sources_tenant_id", ["tenant_id"]),
+        ("ix_client_business_profile_sources_source_type", ["source_type"]),
+    ]:
+        op.create_index(name, "client_business_profile_sources", cols)
+
+
+def downgrade():
+    op.drop_table("client_business_profile_sources")
+    op.drop_table("client_business_profiles")