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Add engagement closure checklist workflow

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A R R R Associates
2026-07-07 14:18:30 +05:30
parent 91b1811eb8
commit c3b11fb9fc
5 changed files with 545 additions and 1 deletions
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app/modules/services/models.py
+55
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@@ -563,6 +563,61 @@ class EngagementLetter(CommonBase):
created_by = relationship("User", foreign_keys=[created_by_user_id])
class EngagementClosureChecklist(CommonBase):
"""Engagement closure checklist attached to the existing engagement.
Closure is the final file-completion gate. It summarises evidence already
available in AQMM acceptance, AQMM-tagged tasks, task documents/reviews,
final released documents and UDIN controls. Only a few closure confirmations
are manual; the rest are calculated from the existing workflow.
"""
__tablename__ = "engagement_closure_checklists"
__table_args__ = (
UniqueConstraint("subscription_id", name="uq_engagement_closure_subscription"),
)
id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
tenant_id: Mapped[int] = mapped_column(ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False, index=True)
branch_id: Mapped[int | None] = mapped_column(ForeignKey("branches.id", ondelete="SET NULL"), nullable=True, index=True)
client_id: Mapped[int] = mapped_column(ForeignKey("clients.id", ondelete="CASCADE"), nullable=False, index=True)
subscription_id: Mapped[int] = mapped_column(ForeignKey("client_service_subscriptions.id", ondelete="CASCADE"), nullable=False, index=True)
closure_status: Mapped[str] = mapped_column(String(40), nullable=False, default="not_started", index=True)
aqmm_acceptance_completed: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
aqmm_tasks_completed: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
evidence_review_completed: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
final_documents_released: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
udin_completed: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
normal_tasks_completed: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
deliverables_sent_to_client: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
billing_reviewed: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
open_points_closed: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
client_communication_completed: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
closure_note: Mapped[str | None] = mapped_column(Text, nullable=True)
closure_block_reason: Mapped[str | None] = mapped_column(Text, nullable=True)
closure_approved_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id", ondelete="SET NULL"), nullable=True, index=True)
closure_approved_at_utc: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
reopened_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id", ondelete="SET NULL"), nullable=True, index=True)
reopened_at_utc: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
reopen_reason: Mapped[str | None] = mapped_column(Text, nullable=True)
created_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id", ondelete="SET NULL"), 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)
subscription = relationship("ClientServiceSubscription")
client = relationship("Client")
closure_approved_by = relationship("User", foreign_keys=[closure_approved_by_user_id])
reopened_by = relationship("User", foreign_keys=[reopened_by_user_id])
created_by = relationship("User", foreign_keys=[created_by_user_id])
class ClientServiceTaskInstance(CommonBase):
"""Execution task generated from a firm service task template for a client-service subscription."""