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
@@ -250,3 +250,65 @@ class ClientBranch(CommonBase):
    updated_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id"), nullable=True)
    created_at_utc: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), nullable=False)
    updated_at_utc: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), onupdate=lambda: datetime.now(timezone.utc), nullable=False)
+
+
+class ClientBusinessProfile(CommonBase):
+    """Server-side business context used by accounting intelligence.
+
+    This profile is intentionally separate from the legal client master so later
+    GST/Income-tax/Tally enrichment can evolve without changing existing client
+    onboarding behaviour.
+    """
+
+    __tablename__ = "client_business_profiles"
+    __table_args__ = (UniqueConstraint("client_id", name="uq_client_business_profiles_client"),)
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
+    client_id: Mapped[int] = mapped_column(ForeignKey("clients.id", ondelete="CASCADE"), nullable=False, index=True)
+    tenant_id: Mapped[int] = mapped_column(ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False, index=True)
+    branch_id: Mapped[int | None] = mapped_column(ForeignKey("branches.id", ondelete="SET NULL"), nullable=True, index=True)
+
+    primary_industry: Mapped[str | None] = mapped_column(String(150), nullable=True, index=True)
+    primary_business_activity: Mapped[str | None] = mapped_column(String(200), nullable=True)
+    secondary_business_activities: Mapped[str | None] = mapped_column(Text, nullable=True)
+    business_model: Mapped[str | None] = mapped_column(String(50), nullable=True, index=True)
+    main_products: Mapped[str | None] = mapped_column(Text, nullable=True)
+    main_services: Mapped[str | None] = mapped_column(Text, nullable=True)
+
+    inventory_maintained: Mapped[bool | None] = mapped_column(Boolean, nullable=True)
+    project_job_based: Mapped[bool | None] = mapped_column(Boolean, nullable=True)
+    capital_intensive: Mapped[bool | None] = mapped_column(Boolean, nullable=True)
+    vehicle_intensive: Mapped[bool | None] = mapped_column(Boolean, nullable=True)
+
+    profile_status: Mapped[str] = mapped_column(String(30), nullable=False, default="draft", index=True)
+    confidence_score: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
+    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)
+    notes: Mapped[str | None] = mapped_column(Text, nullable=True)
+
+    created_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id", ondelete="SET NULL"), nullable=True)
+    updated_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), default=lambda: datetime.now(timezone.utc), nullable=False)
+    updated_at_utc: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), onupdate=lambda: datetime.now(timezone.utc), nullable=False)
+
+
+class ClientBusinessProfileSource(CommonBase):
+    """Provenance/evidence rows supporting a client business profile."""
+
+    __tablename__ = "client_business_profile_sources"
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
+    profile_id: Mapped[int] = mapped_column(ForeignKey("client_business_profiles.id", ondelete="CASCADE"), nullable=False, index=True)
+    client_id: Mapped[int] = mapped_column(ForeignKey("clients.id", ondelete="CASCADE"), nullable=False, index=True)
+    tenant_id: Mapped[int] = mapped_column(ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False, index=True)
+
+    source_type: Mapped[str] = mapped_column(String(40), nullable=False, index=True)
+    source_reference: Mapped[str | None] = mapped_column(String(255), nullable=True)
+    observed_on: Mapped[date | None] = mapped_column(Date, nullable=True)
+    confidence_score: Mapped[int] = mapped_column(Integer, nullable=False, default=50)
+    is_authoritative: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
+    evidence_json: Mapped[dict | None] = mapped_column(JSON, nullable=True)
+    notes: Mapped[str | None] = mapped_column(Text, nullable=True)
+
+    created_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), default=lambda: datetime.now(timezone.utc), nullable=False)