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Add client acceptance controls for AQMM and peer review workflow

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A R R R Associates
2026-07-06 18:37:34 +05:30
parent 561de117e4
commit aa32579084
10 changed files with 604 additions and 5 deletions
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app/modules/clients/models.py
+14
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@@ -49,6 +49,20 @@ class Client(CommonBase):
risk_category: Mapped[str | None] = mapped_column(String(50), nullable=True)
onboarding_date: Mapped[date | None] = mapped_column(Date, nullable=True)
closing_date: Mapped[date | None] = mapped_column(Date, nullable=True)
# Client acceptance / continuance controls for AQMM and peer review evidence.
acceptance_status: Mapped[str] = mapped_column(String(30), nullable=False, default="pending_review", index=True)
acceptance_required: Mapped[bool] = mapped_column(Boolean, default=True, nullable=False)
independence_check_completed: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False)
conflict_check_completed: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False)
kyc_completed: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False)
engagement_letter_required: Mapped[bool] = mapped_column(Boolean, default=True, nullable=False)
engagement_letter_received: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False)
acceptance_approved_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id"), nullable=True, index=True)
acceptance_approved_at_utc: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
acceptance_review_notes: Mapped[str | None] = mapped_column(Text, nullable=True)
acceptance_rejection_reason: Mapped[str | None] = mapped_column(Text, nullable=True)
notes: Mapped[str | None] = mapped_column(Text, nullable=True)
gst_applicable: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False)
income_tax_applicable: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False)