Add client acceptance controls for AQMM and peer review workflow

app/modules/clients/schemas.py

@@ -12,6 +12,7 @@ from app.modules.clients.constants import (
     CLIENT_TYPES,
     ENGAGEMENT_MODES,
     RISK_CATEGORIES,
+    CLIENT_ACCEPTANCE_STATUS,
 )
 from app.modules.clients.utils import GSTIN_RE, MOBILE_RE, PAN_RE, PIN_RE, TAN_RE, normalize_text, normalize_upper
 
@@ -49,6 +50,15 @@ class ClientBase(BaseModel):
     risk_category: Optional[str] = None
     onboarding_date: Optional[date] = None
     closing_date: Optional[date] = None
+    acceptance_status: str = "pending_review"
+    acceptance_required: bool = True
+    independence_check_completed: bool = False
+    conflict_check_completed: bool = False
+    kyc_completed: bool = False
+    engagement_letter_required: bool = True
+    engagement_letter_received: bool = False
+    acceptance_review_notes: Optional[str] = None
+    acceptance_rejection_reason: Optional[str] = None
     notes: Optional[str] = None
     gst_applicable: bool = False
     income_tax_applicable: bool = False
@@ -72,7 +82,7 @@ class ClientBase(BaseModel):
 
     @field_validator(
         "trade_name", "cin_llpin", "msme_no", "iec_code", "contact_person_name", "contact_person_designation",
-        "address_line_1", "address_line_2", "city", "state", "country", "client_category", "risk_category", "notes",
+        "address_line_1", "address_line_2", "city", "state", "country", "client_category", "risk_category", "acceptance_review_notes", "acceptance_rejection_reason", "notes",
         mode="before",
     )
     @classmethod
@@ -97,6 +107,19 @@ class ClientBase(BaseModel):
             raise ValueError("Invalid engagement mode.")
         return value
 
+    @field_validator("acceptance_status", mode="before")
+    @classmethod
+    def clean_acceptance_status(cls, value):
+        value = normalize_text(value) or "pending_review"
+        return value.lower()
+
+    @field_validator("acceptance_status")
+    @classmethod
+    def validate_acceptance_status(cls, value):
+        if value not in CLIENT_ACCEPTANCE_STATUS:
+            raise ValueError("Invalid client acceptance status.")
+        return value
+
     @field_validator("mobile", "alternate_mobile", mode="before")
     @classmethod
     def clean_mobile(cls, value):
@@ -193,6 +216,15 @@ class ClientUpdate(BaseModel):
     risk_category: Optional[str] = None
     onboarding_date: Optional[date] = None
     closing_date: Optional[date] = None
+    acceptance_status: Optional[str] = None
+    acceptance_required: Optional[bool] = None
+    independence_check_completed: Optional[bool] = None
+    conflict_check_completed: Optional[bool] = None
+    kyc_completed: Optional[bool] = None
+    engagement_letter_required: Optional[bool] = None
+    engagement_letter_received: Optional[bool] = None
+    acceptance_review_notes: Optional[str] = None
+    acceptance_rejection_reason: Optional[str] = None
     notes: Optional[str] = None
     gst_applicable: Optional[bool] = None
     income_tax_applicable: Optional[bool] = None
@@ -209,7 +241,7 @@ class ClientUpdate(BaseModel):
 
     @field_validator(
         "client_name", "trade_name", "cin_llpin", "msme_no", "iec_code", "contact_person_name", "contact_person_designation",
-        "address_line_1", "address_line_2", "city", "state", "country", "client_category", "risk_category", "notes",
+        "address_line_1", "address_line_2", "city", "state", "country", "client_category", "risk_category", "acceptance_review_notes", "acceptance_rejection_reason", "notes",
         mode="before",
     )
     @classmethod
@@ -236,6 +268,21 @@ class ClientUpdate(BaseModel):
             raise ValueError("Invalid engagement mode.")
         return value
 
+    @field_validator("acceptance_status", mode="before")
+    @classmethod
+    def clean_acceptance_status(cls, value):
+        if value is None:
+            return None
+        value = normalize_text(value) or None
+        return value.lower() if value else None
+
+    @field_validator("acceptance_status")
+    @classmethod
+    def validate_acceptance_status(cls, value):
+        if value is not None and value not in CLIENT_ACCEPTANCE_STATUS:
+            raise ValueError("Invalid client acceptance status.")
+        return value
+
     @field_validator("mobile", "alternate_mobile", mode="before")
     @classmethod
     def clean_mobile(cls, value):
@@ -323,6 +370,15 @@ class ClientOut(BaseModel):
     risk_category: Optional[str] = None
     onboarding_date: Optional[date] = None
     closing_date: Optional[date] = None
+    acceptance_status: str = "pending_review"
+    acceptance_required: bool = True
+    independence_check_completed: bool = False
+    conflict_check_completed: bool = False
+    kyc_completed: bool = False
+    engagement_letter_required: bool = True
+    engagement_letter_received: bool = False
+    acceptance_review_notes: Optional[str] = None
+    acceptance_rejection_reason: Optional[str] = None
     notes: Optional[str] = None
     gst_applicable: bool
     income_tax_applicable: bool