delphi-database/app/models/pensions.py

"""
Pension calculation models based on legacy PENSION.SC analysis
"""
from sqlalchemy import Column, Integer, String, Date, Text, Float, ForeignKey
from sqlalchemy.orm import relationship
from app.models.base import BaseModel


class Pension(BaseModel):
    """
    Pension calculation data
    Corresponds to PENSIONS table in legacy system
    """
    __tablename__ = "pensions"
    
    id = Column(Integer, primary_key=True, autoincrement=True)
    file_no = Column(String(45), ForeignKey("files.file_no"), nullable=False)
    version = Column(String(10), default="01")  # Version number
    plan_id = Column(String(45))  # Plan identifier
    plan_name = Column(String(200))  # Name of pension plan
    
    # Participant information
    title = Column(String(10))  # Mr., Mrs., Ms., etc.
    first = Column(String(50))  # First name
    last = Column(String(100))  # Last name
    birth = Column(Date)  # Date of birth
    race = Column(String(1))  # Race code
    sex = Column(String(1))  # M/F
    
    # Pension calculation data
    info = Column(Text)  # Additional pension information
    valu = Column(Float, default=0.0)  # Pension valuation
    accrued = Column(Float, default=0.0)  # Accrued benefit
    vested_per = Column(Float, default=0.0)  # Vested percentage
    start_age = Column(Integer)  # Starting age for benefits
    
    # Cost of living and withdrawal details
    cola = Column(Float, default=0.0)  # Cost of living adjustment
    max_cola = Column(Float, default=0.0)  # Maximum COLA
    withdrawal = Column(String(45))  # Withdrawal method
    pre_dr = Column(Float, default=0.0)  # Pre-retirement discount rate
    post_dr = Column(Float, default=0.0)  # Post-retirement discount rate
    tax_rate = Column(Float, default=0.0)  # Tax rate
    
    # Relationships
    file = relationship("File", back_populates="pensions")
    
    def __repr__(self):
        return f"<Pension(file_no='{self.file_no}', plan_name='{self.plan_name}')>"


class PensionSchedule(BaseModel):
    """
    Pension payment schedules
    Corresponds to SCHEDULE table in legacy system
    """
    __tablename__ = "pension_schedules"
    
    id = Column(Integer, primary_key=True, autoincrement=True)
    file_no = Column(String(45), ForeignKey("files.file_no"), nullable=False)
    version = Column(String(10), default="01")
    
    # Schedule details
    start_date = Column(Date)  # Start date for payments
    end_date = Column(Date)  # End date for payments
    payment_amount = Column(Float, default=0.0)  # Payment amount
    frequency = Column(String(20))  # Monthly, quarterly, etc.
    
    # Relationships
    file = relationship("File", back_populates="pension_schedules")


class MarriageHistory(BaseModel):
    """
    Marriage/divorce history for pension calculations
    Corresponds to MARRIAGE table in legacy system
    """
    __tablename__ = "marriage_history"
    
    id = Column(Integer, primary_key=True, autoincrement=True)
    file_no = Column(String(45), ForeignKey("files.file_no"), nullable=False)
    
    # Marriage details
    marriage_date = Column(Date)  # Date of marriage
    divorce_date = Column(Date)  # Date of divorce/separation
    spouse_name = Column(String(100))  # Spouse name
    notes = Column(Text)  # Additional notes
    
    # Relationships
    file = relationship("File", back_populates="marriage_history")


class DeathBenefit(BaseModel):
    """
    Death benefit information
    Corresponds to DEATH table in legacy system
    """
    __tablename__ = "death_benefits"
    
    id = Column(Integer, primary_key=True, autoincrement=True)
    file_no = Column(String(45), ForeignKey("files.file_no"), nullable=False)
    
    # Death benefit details
    beneficiary_name = Column(String(100))  # Beneficiary name
    benefit_amount = Column(Float, default=0.0)  # Benefit amount
    benefit_type = Column(String(45))  # Type of death benefit
    notes = Column(Text)  # Additional notes
    
    # Relationships
    file = relationship("File", back_populates="death_benefits")


class SeparationAgreement(BaseModel):
    """
    Separation agreement details
    Corresponds to SEPARATE table in legacy system
    """
    __tablename__ = "separation_agreements"
    
    id = Column(Integer, primary_key=True, autoincrement=True)
    file_no = Column(String(45), ForeignKey("files.file_no"), nullable=False)
    
    # Agreement details
    agreement_date = Column(Date)  # Date of agreement
    terms = Column(Text)  # Terms of separation
    notes = Column(Text)  # Additional notes
    
    # Relationships
    file = relationship("File", back_populates="separation_agreements")


class LifeTable(BaseModel):
    """
    Life expectancy tables for actuarial calculations
    Corresponds to LIFETABL table in legacy system
    """
    __tablename__ = "life_tables"
    
    id = Column(Integer, primary_key=True, autoincrement=True)
    age = Column(Integer, nullable=False)  # Age
    male_expectancy = Column(Float)  # Male life expectancy
    female_expectancy = Column(Float)  # Female life expectancy
    table_year = Column(Integer)  # Year of table (e.g., 2023)
    table_type = Column(String(45))  # Type of table


class NumberTable(BaseModel):
    """
    Numerical tables for calculations
    Corresponds to NUMBERAL table in legacy system
    """
    __tablename__ = "number_tables"
    
    id = Column(Integer, primary_key=True, autoincrement=True)
    table_type = Column(String(45), nullable=False)  # Type of table
    key_value = Column(String(45), nullable=False)  # Key identifier
    numeric_value = Column(Float)  # Numeric value
    description = Column(Text)  # Description