Prepare ERP source for Gitea deployment

2026-06-20 15:01:44 +05:30
commit 5c75eb6bd9
450 changed files with 67698 additions and 0 deletions
@@ -0,0 +1,120 @@
+"""rename audit classification to assurance and add client-wise review partner
+
+Revision ID: 20260503_assurance_review_partner
+Revises: 20260502_tenant_firm_type_review_partner
+Create Date: 2026-05-03
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+revision: str = "20260503_assurance_review_partner"
+down_revision: Union[str, None] = "20260502_tenant_firm_type_review_partner"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def _has_column(table_name: str, column_name: str) -> bool:
+    bind = op.get_bind()
+    insp = sa.inspect(bind)
+    return any(c["name"] == column_name for c in insp.get_columns(table_name))
+
+
+def _has_index(table_name: str, index_name: str) -> bool:
+    bind = op.get_bind()
+    insp = sa.inspect(bind)
+    return any(ix.get("name") == index_name for ix in insp.get_indexes(table_name))
+
+
+def _create_index_if_missing(table_name: str, index_name: str, columns: list[str]) -> None:
+    if not _has_index(table_name, index_name):
+        op.create_index(index_name, table_name, columns)
+
+
+def upgrade() -> None:
+    bind = op.get_bind()
+
+    # Client master: optional default review partner used for partnership + assurance engagements.
+    if not _has_column("clients", "default_review_partner_user_id"):
+        op.add_column("clients", sa.Column("default_review_partner_user_id", sa.Integer(), nullable=True))
+    _create_index_if_missing(
+        "clients",
+        "ix_clients_default_review_partner_user_id",
+        ["default_review_partner_user_id"],
+    )
+
+    # Safety only: normally this column is created by 20260502_tenant_firm_type_review_partner.
+    if not _has_column("client_service_subscriptions", "review_partner_user_id"):
+        op.add_column(
+            "client_service_subscriptions",
+            sa.Column("review_partner_user_id", sa.Integer(), nullable=True),
+        )
+    _create_index_if_missing(
+        "client_service_subscriptions",
+        "ix_client_service_subscriptions_review_partner_user_id",
+        ["review_partner_user_id"],
+    )
+
+    # Convert old audit / non-audit values to final assurance / non-assurance values.
+    bind.execute(sa.text("""
+        UPDATE service_catalogues
+        SET engagement_type = CASE
+            WHEN LOWER(COALESCE(engagement_type, '')) IN ('audit', 'aud', 'assurance') THEN 'assurance'
+            ELSE 'non_assurance'
+        END
+    """))
+
+    bind.execute(sa.text("""
+        UPDATE client_service_subscriptions
+        SET engagement_type = CASE
+            WHEN LOWER(COALESCE(engagement_type, '')) IN ('audit', 'aud', 'assurance') THEN 'assurance'
+            ELSE 'non_assurance'
+        END
+    """))
+
+    # Backfill review partner snapshots only for partnership-firm assurance engagements.
+    # Uses tenants.firm_type created by 20260502, not a separate firm_type column.
+    bind.execute(sa.text("""
+        UPDATE client_service_subscriptions
+        SET review_partner_user_id = (
+            SELECT clients.default_review_partner_user_id
+            FROM clients
+            WHERE clients.id = client_service_subscriptions.client_id
+        )
+        WHERE engagement_type = 'assurance'
+          AND review_partner_user_id IS NULL
+          AND EXISTS (
+              SELECT 1 FROM tenants
+              WHERE tenants.id = client_service_subscriptions.tenant_id
+                AND COALESCE(tenants.firm_type, 'proprietorship') = 'partnership'
+          )
+    """))
+
+
+def downgrade() -> None:
+    bind = op.get_bind()
+
+    bind.execute(sa.text("""
+        UPDATE service_catalogues
+        SET engagement_type = CASE
+            WHEN engagement_type = 'assurance' THEN 'audit'
+            ELSE 'non_audit'
+        END
+    """))
+
+    bind.execute(sa.text("""
+        UPDATE client_service_subscriptions
+        SET engagement_type = CASE
+            WHEN engagement_type = 'assurance' THEN 'audit'
+            ELSE 'non_audit'
+        END
+    """))
+
+    # Do not drop client_service_subscriptions.review_partner_user_id here.
+    # That column belongs to the previous 20260502 migration.
+    if _has_index("clients", "ix_clients_default_review_partner_user_id"):
+        op.drop_index("ix_clients_default_review_partner_user_id", table_name="clients")
+    if _has_column("clients", "default_review_partner_user_id"):
+        op.drop_column("clients", "default_review_partner_user_id")