"""Phase v2.0.4-A - Financial Year Master and Active FY Context Revision ID: 20260617_phase_204a_financial_year Revises: 20260616_phase_8b_notice_cases Create Date: 2026-06-17 """ from __future__ import annotations from datetime import date, datetime, timezone from alembic import op import sqlalchemy as sa revision = "20260617_phase_204a_financial_year" down_revision = "20260616_phase_8b_notice_cases" branch_labels = None depends_on = None def upgrade() -> None: op.create_table( "financial_years", sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True), sa.Column("tenant_id", sa.Integer(), nullable=False), sa.Column("year_code", sa.String(9), nullable=False), sa.Column("assessment_year", sa.String(9), nullable=False), sa.Column("start_date", sa.Date(), nullable=False), sa.Column("end_date", sa.Date(), nullable=False), sa.Column("is_current", sa.Boolean(), nullable=False, server_default=sa.false()), sa.Column("is_locked", sa.Boolean(), nullable=False, server_default=sa.false()), sa.Column("locked_at_utc", sa.DateTime(timezone=True), nullable=True), sa.Column("locked_by_user_id", sa.Integer(), nullable=True), sa.Column("created_at_utc", sa.DateTime(timezone=True), nullable=False), sa.Column("updated_at_utc", sa.DateTime(timezone=True), nullable=False), sa.ForeignKeyConstraint(["tenant_id"], ["tenants.id"], name="fk_financial_years_tenant", ondelete="CASCADE"), sa.ForeignKeyConstraint(["locked_by_user_id"], ["users.id"], name="fk_financial_years_locked_by", ondelete="SET NULL"), sa.UniqueConstraint("tenant_id", "year_code", name="uq_financial_year_tenant_code"), ) op.create_index("ix_financial_years_tenant_id", "financial_years", ["tenant_id"]) op.create_index("ix_financial_years_year_code", "financial_years", ["year_code"]) op.create_index("ix_financial_years_assessment_year", "financial_years", ["assessment_year"]) op.create_index("ix_financial_years_is_current", "financial_years", ["is_current"]) op.create_index("ix_financial_years_is_locked", "financial_years", ["is_locked"]) op.create_index("ix_financial_years_locked_by_user_id", "financial_years", ["locked_by_user_id"]) # Seed the default FY for every existing tenant so the selector works immediately # after upgrade. Further years can be created from System Settings. conn = op.get_bind() tenants = conn.execute(sa.text("SELECT id FROM tenants")).fetchall() now = datetime.now(timezone.utc) for row in tenants: tenant_id = row[0] exists = conn.execute( sa.text("SELECT id FROM financial_years WHERE tenant_id = :tenant_id AND year_code = :year_code"), {"tenant_id": tenant_id, "year_code": "2025-26"}, ).first() if exists: continue conn.execute( sa.text( """ INSERT INTO financial_years (tenant_id, year_code, assessment_year, start_date, end_date, is_current, is_locked, created_at_utc, updated_at_utc) VALUES (:tenant_id, :year_code, :assessment_year, :start_date, :end_date, :is_current, :is_locked, :created_at_utc, :updated_at_utc) """ ), { "tenant_id": tenant_id, "year_code": "2025-26", "assessment_year": "2026-27", "start_date": date(2025, 4, 1), "end_date": date(2026, 3, 31), "is_current": True, "is_locked": False, "created_at_utc": now, "updated_at_utc": now, }, ) def downgrade() -> None: op.drop_index("ix_financial_years_locked_by_user_id", table_name="financial_years") op.drop_index("ix_financial_years_is_locked", table_name="financial_years") op.drop_index("ix_financial_years_is_current", table_name="financial_years") op.drop_index("ix_financial_years_assessment_year", table_name="financial_years") op.drop_index("ix_financial_years_year_code", table_name="financial_years") op.drop_index("ix_financial_years_tenant_id", table_name="financial_years") op.drop_table("financial_years")