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app/models/file_management.py

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+"""
+File management models for enhanced file operations
+"""
+from sqlalchemy import Column, Integer, String, DateTime, Date, Float, Text, ForeignKey, Boolean
+from sqlalchemy.orm import relationship
+from sqlalchemy.sql import func
+from app.models.base import BaseModel
+
+
+class FileStatusHistory(BaseModel):
+    """
+    Track file status changes over time
+    Provides audit trail for file status transitions
+    """
+    __tablename__ = "file_status_history"
+    
+    id = Column(Integer, primary_key=True, autoincrement=True)
+    file_no = Column(String(45), ForeignKey("files.file_no"), nullable=False, index=True)
+    
+    # Status change details
+    old_status = Column(String(45), nullable=False)
+    new_status = Column(String(45), nullable=False)
+    change_date = Column(DateTime(timezone=True), default=func.now(), nullable=False)
+    
+    # Who made the change
+    changed_by_user_id = Column(Integer, ForeignKey("users.id"))
+    changed_by_name = Column(String(100))  # Cached name for reporting
+    
+    # Additional context
+    notes = Column(Text)  # Reason for status change
+    system_generated = Column(Boolean, default=False)  # True if automated change
+    
+    # Relationships
+    file = relationship("File")
+    changed_by = relationship("User")
+    
+    def __repr__(self):
+        return f"<FileStatusHistory(file_no='{self.file_no}', {self.old_status} -> {self.new_status})>"
+
+
+class FileTransferHistory(BaseModel):
+    """
+    Track file transfers between attorneys
+    Maintains chain of custody for files
+    """
+    __tablename__ = "file_transfer_history"
+    
+    id = Column(Integer, primary_key=True, autoincrement=True)
+    file_no = Column(String(45), ForeignKey("files.file_no"), nullable=False, index=True)
+    
+    # Transfer details
+    old_attorney_id = Column(String(10), ForeignKey("employees.empl_num"), nullable=False)
+    new_attorney_id = Column(String(10), ForeignKey("employees.empl_num"), nullable=False)
+    transfer_date = Column(DateTime(timezone=True), default=func.now(), nullable=False)
+    
+    # Who authorized the transfer
+    authorized_by_user_id = Column(Integer, ForeignKey("users.id"))
+    authorized_by_name = Column(String(100))
+    
+    # Transfer context
+    reason = Column(Text)  # Reason for transfer
+    effective_date = Column(Date)  # When transfer becomes effective (may be future)
+    
+    # Rate changes
+    old_hourly_rate = Column(Float, nullable=True)
+    new_hourly_rate = Column(Float, nullable=True)
+    
+    # Relationships
+    file = relationship("File")
+    old_attorney = relationship("Employee", foreign_keys=[old_attorney_id])
+    new_attorney = relationship("Employee", foreign_keys=[new_attorney_id])
+    authorized_by = relationship("User")
+    
+    def __repr__(self):
+        return f"<FileTransferHistory(file_no='{self.file_no}', {self.old_attorney_id} -> {self.new_attorney_id})>"
+
+
+class FileArchiveInfo(BaseModel):
+    """
+    Archive information for files
+    Tracks where files are stored and retrieval information
+    """
+    __tablename__ = "file_archive_info"
+    
+    id = Column(Integer, primary_key=True, autoincrement=True)
+    file_no = Column(String(45), ForeignKey("files.file_no"), nullable=False, unique=True, index=True)
+    
+    # Archive details
+    archive_date = Column(Date, nullable=False, default=func.current_date())
+    archive_location = Column(String(200))  # Physical or digital location
+    box_number = Column(String(50))  # Physical box identifier
+    shelf_location = Column(String(100))  # Physical shelf/room location
+    
+    # Digital archive info
+    digital_path = Column(String(500))  # Path to digital archive
+    backup_location = Column(String(500))  # Backup storage location
+    
+    # Archive metadata
+    archived_by_user_id = Column(Integer, ForeignKey("users.id"))
+    archived_by_name = Column(String(100))
+    retrieval_instructions = Column(Text)  # How to retrieve the file
+    
+    # Retention information
+    retention_date = Column(Date)  # When file can be destroyed
+    destruction_date = Column(Date)  # When file was actually destroyed
+    destruction_authorized_by = Column(String(100))
+    
+    # Archive status
+    is_retrievable = Column(Boolean, default=True)
+    last_verified = Column(Date)  # Last time archive was verified to exist
+    
+    # Relationships
+    file = relationship("File")
+    archived_by = relationship("User")
+    
+    def __repr__(self):
+        return f"<FileArchiveInfo(file_no='{self.file_no}', location='{self.archive_location}')>"
+
+
+class FileClosureChecklist(BaseModel):
+    """
+    Checklist items for file closure process
+    Ensures all necessary steps are completed before closing
+    """
+    __tablename__ = "file_closure_checklist"
+    
+    id = Column(Integer, primary_key=True, autoincrement=True)
+    file_no = Column(String(45), ForeignKey("files.file_no"), nullable=False, index=True)
+    
+    # Checklist item details
+    item_name = Column(String(200), nullable=False)
+    item_description = Column(Text)
+    is_required = Column(Boolean, default=True)  # Must be completed to close file
+    
+    # Completion tracking
+    is_completed = Column(Boolean, default=False)
+    completed_date = Column(DateTime(timezone=True))
+    completed_by_user_id = Column(Integer, ForeignKey("users.id"))
+    completed_by_name = Column(String(100))
+    
+    # Additional info
+    notes = Column(Text)  # Notes about completion
+    sort_order = Column(Integer, default=0)  # Display order
+    
+    # Relationships
+    file = relationship("File")
+    completed_by = relationship("User")
+    
+    def __repr__(self):
+        status = "✓" if self.is_completed else "○"
+        return f"<FileClosureChecklist({status} {self.item_name} - {self.file_no})>"
+
+
+
+class FileAlert(BaseModel):
+    """
+    Alerts and reminders for files
+    Automated notifications for important dates and events
+    """
+    __tablename__ = "file_alerts"
+    
+    id = Column(Integer, primary_key=True, autoincrement=True)
+    file_no = Column(String(45), ForeignKey("files.file_no"), nullable=False, index=True)
+    
+    # Alert details
+    alert_type = Column(String(50), nullable=False)  # deadline, follow_up, billing, etc.
+    title = Column(String(200), nullable=False)
+    message = Column(Text, nullable=False)
+    
+    # Timing
+    alert_date = Column(Date, nullable=False)  # When alert should trigger
+    created_date = Column(Date, default=func.current_date())
+    
+    # Status
+    is_active = Column(Boolean, default=True)
+    is_acknowledged = Column(Boolean, default=False)
+    acknowledged_by_user_id = Column(Integer, ForeignKey("users.id"))
+    acknowledged_at = Column(DateTime(timezone=True))
+    
+    # Notification settings
+    notify_attorney = Column(Boolean, default=True)
+    notify_admin = Column(Boolean, default=False)
+    notification_days_advance = Column(Integer, default=7)  # Days before alert_date
+    
+    # Relationships
+    file = relationship("File")
+    acknowledged_by = relationship("User")
+    
+    def __repr__(self):
+        status = "🔔" if self.is_active and not self.is_acknowledged else "✓"
+        return f"<FileAlert({status} {self.alert_type} - {self.file_no} on {self.alert_date})>"