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Add task category master for service task templates

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A R R R Associates
2026-08-30 21:42:32 +05:30
parent 31b576b363
commit ad0815c807
9 changed files with 328 additions and 11 deletions
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app/modules/services/models.py
+42
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@@ -24,6 +24,31 @@ class ServiceCategory(CommonBase):
catalogue_items = relationship("ServiceCatalogue", back_populates="service_category")
class ServiceTaskCategory(CommonBase):
"""Reusable task grouping master for a service.
tenant_id=None stores the system/default category master. A tenant_id value
stores the firm-specific category master. Task templates keep the historical
task_category text snapshot for backward compatibility and execution history.
"""
__tablename__ = "service_task_categories"
__table_args__ = (
UniqueConstraint("tenant_id", "service_catalogue_id", "code", name="uq_service_task_categories_scope_code"),
)
id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
tenant_id: Mapped[int | None] = mapped_column(ForeignKey("tenants.id", ondelete="CASCADE"), nullable=True, index=True)
service_catalogue_id: Mapped[int] = mapped_column(ForeignKey("service_catalogues.id", ondelete="CASCADE"), nullable=False, index=True)
code: Mapped[str] = mapped_column(String(50), nullable=False, index=True)
name: Mapped[str] = mapped_column(String(100), nullable=False, index=True)
sort_order: Mapped[int] = mapped_column(Integer, nullable=False, default=100)
is_active: Mapped[bool] = mapped_column(Boolean, nullable=False, default=True)
created_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id"), nullable=True)
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 ServiceCatalogue(CommonBase):
__tablename__ = "service_catalogues"
__table_args__ = (
@@ -116,6 +141,15 @@ class ServiceDefaultTaskTemplate(CommonBase):
requires_review: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False)
normal_review_role: Mapped[str | None] = mapped_column(String(30), nullable=True)
# Structured checklist/category configuration. task_category remains the
# persisted display snapshot used by existing execution/work-board logic.
task_category_id: Mapped[int | None] = mapped_column(ForeignKey("service_task_categories.id", ondelete="SET NULL"), nullable=True, index=True)
task_category: Mapped[str | None] = mapped_column(String(100), nullable=True, index=True)
response_required: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
response_type: Mapped[str] = mapped_column(String(20), nullable=False, default="NONE")
evidence_required: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
remarks_required_if_no: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
# AQMM task tags. These flags allow the existing service checklist to become
# the engagement quality checklist for assurance engagements, without creating
# a separate duplicate AQMM checklist module.
@@ -186,6 +220,14 @@ class FirmServiceTaskTemplate(CommonBase):
requires_review: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False)
normal_review_role: Mapped[str | None] = mapped_column(String(30), nullable=True)
# Structured checklist/category configuration.
task_category_id: Mapped[int | None] = mapped_column(ForeignKey("service_task_categories.id", ondelete="SET NULL"), nullable=True, index=True)
task_category: Mapped[str | None] = mapped_column(String(100), nullable=True, index=True)
response_required: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
response_type: Mapped[str] = mapped_column(String(20), nullable=False, default="NONE")
evidence_required: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
remarks_required_if_no: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
# AQMM task tags copied into generated ClientServiceTaskInstance rows.
is_aqmm_task: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False, index=True)
aqmm_mandatory: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False)