80 lines
4.4 KiB
Python
80 lines
4.4 KiB
Python
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"""Persistence models for the advisory investment-goal workflow."""
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from datetime import date, datetime
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from decimal import Decimal
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from typing import Any
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from sqlalchemy import JSON, BigInteger, Date, DateTime, Integer, Numeric, String, Text
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from sqlalchemy.orm import Mapped, mapped_column
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from app.model.base import Base
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class ClientFacingContent(Base):
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"""Existing baseline content-review resource used for goal-book drafts."""
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__tablename__ = "client_facing_content"
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id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
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customer_id: Mapped[int] = mapped_column(BigInteger, nullable=False)
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content_type: Mapped[str] = mapped_column(String(32), nullable=False)
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draft_content: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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generated_by_portal: Mapped[str] = mapped_column(String(32), nullable=False)
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review_status: Mapped[str] = mapped_column(String(16), nullable=False)
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reviewer_user_id: Mapped[int | None] = mapped_column(BigInteger)
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reviewed_at: Mapped[datetime | None] = mapped_column(DateTime)
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published_at: Mapped[datetime | None] = mapped_column(DateTime)
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created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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updated_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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class AdvisorInvestmentGoal(Base):
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"""An immutable collected goal version; confirmation activates it for later planning."""
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__tablename__ = "advisor_investment_goal"
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id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
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goal_no: Mapped[str] = mapped_column(String(36), unique=True, nullable=False)
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customer_id: Mapped[int] = mapped_column(BigInteger, nullable=False)
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status: Mapped[str] = mapped_column(String(24), nullable=False)
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annualized_return_lower_pct: Mapped[Decimal] = mapped_column(Numeric(7, 4), nullable=False)
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annualized_return_upper_pct: Mapped[Decimal] = mapped_column(Numeric(7, 4), nullable=False)
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max_drawdown_pct: Mapped[Decimal] = mapped_column(Numeric(7, 4), nullable=False)
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liquidity_requirement: Mapped[str] = mapped_column(String(32), nullable=False)
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investment_horizon_months: Mapped[int] = mapped_column(Integer, nullable=False)
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benchmark_name: Mapped[str] = mapped_column(String(128), nullable=False)
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notes: Mapped[str | None] = mapped_column(Text)
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source: Mapped[str] = mapped_column(String(16), nullable=False)
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goal_book_content_id: Mapped[int] = mapped_column(BigInteger, nullable=False, unique=True)
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created_by: Mapped[int] = mapped_column(BigInteger, nullable=False)
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confirmed_by: Mapped[int | None] = mapped_column(BigInteger)
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confirmed_at: Mapped[datetime | None] = mapped_column(DateTime)
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created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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updated_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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class AllocationBacktestRun(Base):
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"""Stored, analysis-only evidence for a dynamic allocation strategy run."""
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__tablename__ = "advisor_allocation_backtest_run"
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id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
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backtest_no: Mapped[str] = mapped_column(String(36), unique=True, nullable=False)
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started_on: Mapped[date] = mapped_column(Date, nullable=False)
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ended_on: Mapped[date] = mapped_column(Date, nullable=False)
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profile_risk_level: Mapped[str] = mapped_column(String(8), nullable=False)
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return_target_lower_pct: Mapped[Decimal] = mapped_column(Numeric(7, 4), nullable=False)
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max_drawdown_pct: Mapped[Decimal] = mapped_column(Numeric(7, 4), nullable=False)
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liquidity_requirement: Mapped[str] = mapped_column(String(32), nullable=False)
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status: Mapped[str] = mapped_column(String(32), nullable=False)
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observation_count: Mapped[int] = mapped_column(BigInteger, nullable=False)
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static_total_return_pct: Mapped[Decimal | None] = mapped_column(Numeric(12, 4))
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dynamic_total_return_pct: Mapped[Decimal | None] = mapped_column(Numeric(12, 4))
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static_max_drawdown_pct: Mapped[Decimal | None] = mapped_column(Numeric(12, 4))
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dynamic_max_drawdown_pct: Mapped[Decimal | None] = mapped_column(Numeric(12, 4))
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dynamic_rebalance_count: Mapped[int] = mapped_column(BigInteger, nullable=False)
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liquidity_history_coverage_pct: Mapped[Decimal] = mapped_column(Numeric(7, 4), nullable=False)
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limitations: Mapped[list[str]] = mapped_column(JSON, nullable=False)
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strategy_version: Mapped[str] = mapped_column(String(32), nullable=False)
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created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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