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