Add Phase 6 self improving ledger selection engine

2026-08-22 13:30:38 +05:30
parent ba0d638dfb
commit 7e1b9c24ef
7 changed files with 1096 additions and 0 deletions
@@ -0,0 +1,72 @@
+"""Phase 6 self-improving ledger selection.
+
+Revision ID: 20260822_ledger_learning_p6
+Revises: 20260822_historical_learning_p5
+"""
+from alembic import op
+import sqlalchemy as sa
+
+revision = "20260822_ledger_learning_p6"
+down_revision = "20260822_historical_learning_p5"
+branch_labels = None
+depends_on = None
+
+
+def upgrade():
+    op.create_table(
+        "accounting_ledger_learning_rules",
+        sa.Column("id", sa.Integer(), primary_key=True),
+        sa.Column("tenant_id", sa.Integer(), sa.ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False),
+        sa.Column("client_id", sa.Integer(), sa.ForeignKey("clients.id", ondelete="CASCADE"), nullable=False),
+        sa.Column("tally_guid", sa.String(120), nullable=False, server_default=""),
+        sa.Column("rule_type", sa.String(40), nullable=False),
+        sa.Column("rule_key", sa.String(500), nullable=False),
+        sa.Column("display_value", sa.String(500), nullable=False, server_default=""),
+        sa.Column("nature_id", sa.Integer(), sa.ForeignKey("accounting_natures.id", ondelete="RESTRICT"), nullable=False),
+        sa.Column("ledger_name", sa.String(240), nullable=False, server_default=""),
+        sa.Column("confirmation_count", sa.Integer(), nullable=False, server_default="0"),
+        sa.Column("rejection_count", sa.Integer(), nullable=False, server_default="0"),
+        sa.Column("confidence_percent", sa.Integer(), nullable=False, server_default="0"),
+        sa.Column("is_active", sa.Boolean(), nullable=False, server_default=sa.true()),
+        sa.Column("last_confirmed_by_user_id", sa.Integer(), sa.ForeignKey("users.id", ondelete="SET NULL"), nullable=True),
+        sa.Column("last_confirmed_at_utc", sa.DateTime(timezone=True), nullable=True),
+        sa.Column("created_at_utc", sa.DateTime(timezone=True), nullable=False, server_default=sa.func.now()),
+        sa.Column("updated_at_utc", sa.DateTime(timezone=True), nullable=False, server_default=sa.func.now()),
+        sa.UniqueConstraint(
+            "tenant_id", "client_id", "tally_guid", "rule_type", "rule_key", "nature_id", "ledger_name",
+            name="uq_accounting_ledger_learning_rule"
+        ),
+    )
+    for col in ("tenant_id", "client_id", "tally_guid", "rule_type", "rule_key", "nature_id", "is_active"):
+        op.create_index(f"ix_accounting_ledger_learning_rules_{col}", "accounting_ledger_learning_rules", [col])
+
+    op.create_table(
+        "accounting_ledger_learning_events",
+        sa.Column("id", sa.Integer(), primary_key=True),
+        sa.Column("tenant_id", sa.Integer(), sa.ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False),
+        sa.Column("client_id", sa.Integer(), sa.ForeignKey("clients.id", ondelete="CASCADE"), nullable=False),
+        sa.Column("tally_guid", sa.String(120), nullable=False, server_default=""),
+        sa.Column("source_type", sa.String(40), nullable=False, server_default="manual_review"),
+        sa.Column("supplier_name", sa.String(240), nullable=False, server_default=""),
+        sa.Column("supplier_gstin", sa.String(20), nullable=False, server_default=""),
+        sa.Column("hsn_code", sa.String(20), nullable=False, server_default=""),
+        sa.Column("description_text", sa.Text(), nullable=True),
+        sa.Column("amount", sa.Float(), nullable=True),
+        sa.Column("suggested_nature_id", sa.Integer(), sa.ForeignKey("accounting_natures.id", ondelete="SET NULL"), nullable=True),
+        sa.Column("suggested_ledger_name", sa.String(240), nullable=False, server_default=""),
+        sa.Column("suggested_confidence", sa.Integer(), nullable=False, server_default="0"),
+        sa.Column("final_nature_id", sa.Integer(), sa.ForeignKey("accounting_natures.id", ondelete="RESTRICT"), nullable=False),
+        sa.Column("final_ledger_name", sa.String(240), nullable=False, server_default=""),
+        sa.Column("accepted_suggestion", sa.Boolean(), nullable=False, server_default=sa.false()),
+        sa.Column("explanation_json", sa.Text(), nullable=True),
+        sa.Column("business_profile_snapshot_json", sa.Text(), nullable=True),
+        sa.Column("reviewed_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, server_default=sa.func.now()),
+    )
+    for col in ("tenant_id", "client_id", "tally_guid", "source_type", "supplier_name", "supplier_gstin", "hsn_code", "suggested_nature_id", "final_nature_id", "accepted_suggestion", "created_at_utc"):
+        op.create_index(f"ix_accounting_ledger_learning_events_{col}", "accounting_ledger_learning_events", [col])
+
+
+def downgrade():
+    op.drop_table("accounting_ledger_learning_events")
+    op.drop_table("accounting_ledger_learning_rules")