-
Notifications
You must be signed in to change notification settings - Fork 0
Expand file tree
/
Copy pathdb.py
More file actions
1134 lines (1010 loc) · 39.9 KB
/
Copy pathdb.py
File metadata and controls
1134 lines (1010 loc) · 39.9 KB
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
607
608
609
610
611
612
613
614
615
616
617
618
619
620
621
622
623
624
625
626
627
628
629
630
631
632
633
634
635
636
637
638
639
640
641
642
643
644
645
646
647
648
649
650
651
652
653
654
655
656
657
658
659
660
661
662
663
664
665
666
667
668
669
670
671
672
673
674
675
676
677
678
679
680
681
682
683
684
685
686
687
688
689
690
691
692
693
694
695
696
697
698
699
700
701
702
703
704
705
706
707
708
709
710
711
712
713
714
715
716
717
718
719
720
721
722
723
724
725
726
727
728
729
730
731
732
733
734
735
736
737
738
739
740
741
742
743
744
745
746
747
748
749
750
751
752
753
754
755
756
757
758
759
760
761
762
763
764
765
766
767
768
769
770
771
772
773
774
775
776
777
778
779
780
781
782
783
784
785
786
787
788
789
790
791
792
793
794
795
796
797
798
799
800
801
802
803
804
805
806
807
808
809
810
811
812
813
814
815
816
817
818
819
820
821
822
823
824
825
826
827
828
829
830
831
832
833
834
835
836
837
838
839
840
841
842
843
844
845
846
847
848
849
850
851
852
853
854
855
856
857
858
859
860
861
862
863
864
865
866
867
868
869
870
871
872
873
874
875
876
877
878
879
880
881
882
883
884
885
886
887
888
889
890
891
892
893
894
895
896
897
898
899
900
901
902
903
904
905
906
907
908
909
910
911
912
913
914
915
916
917
918
919
920
921
922
923
924
925
926
927
928
929
930
931
932
933
934
935
936
937
938
939
940
941
942
943
944
945
946
947
948
949
950
951
952
953
954
955
956
957
958
959
960
961
962
963
964
965
966
967
968
969
970
971
972
973
974
975
976
977
978
979
980
981
982
983
984
985
986
987
988
989
990
991
992
993
994
995
996
997
998
999
1000
import os
import json
import sqlite3
import logging
import threading
from typing import Any, Dict, Iterable, Optional
logger = logging.getLogger(__name__)
# SQLite file path:
# - Prefer DB_PATH env var (for persistent cloud storage mounts)
# - Fall back to local repo output/index.db for development
_BASE_DIR = os.path.dirname(__file__)
_DEFAULT_DB_DIR = os.path.join(_BASE_DIR, "output")
os.makedirs(_DEFAULT_DB_DIR, exist_ok=True)
DB_PATH = os.getenv("DB_PATH", os.path.join(_DEFAULT_DB_DIR, "index.db"))
# Ensure parent directory exists for custom DB paths (e.g., Azure /home/site/data)
_db_parent = os.path.dirname(DB_PATH)
if _db_parent:
os.makedirs(_db_parent, exist_ok=True)
_CONN_LOCK = threading.Lock()
_CONN: Optional[sqlite3.Connection] = None
def _get_conn() -> sqlite3.Connection:
global _CONN
if _CONN is None:
with _CONN_LOCK:
if _CONN is None:
_CONN = sqlite3.connect(DB_PATH, check_same_thread=False)
_CONN.row_factory = sqlite3.Row
return _CONN
def _exec(sql: str, params: Iterable[Any] = ()):
conn = _get_conn()
with _CONN_LOCK:
cur = conn.execute(sql, params)
conn.commit()
return cur
def _query(sql: str, params: Iterable[Any] = ()):
conn = _get_conn()
with _CONN_LOCK:
cur = conn.execute(sql, params)
rows = cur.fetchall()
return rows
def init_db():
_exec(
"""
CREATE TABLE IF NOT EXISTS documents (
id INTEGER PRIMARY KEY,
sha256 TEXT UNIQUE NOT NULL,
filename TEXT,
page_count INTEGER,
created_at TEXT DEFAULT CURRENT_TIMESTAMP
)
"""
)
_exec(
"""
CREATE TABLE IF NOT EXISTS sections (
id INTEGER PRIMARY KEY,
document_id INTEGER NOT NULL,
page_number INTEGER NOT NULL,
heading TEXT,
section_type TEXT, -- snapshot | statement_summary | sip_summary | other
y_top REAL,
y_bottom REAL,
text TEXT NOT NULL,
FOREIGN KEY(document_id) REFERENCES documents(id) ON DELETE CASCADE
)
"""
)
_exec(
"""
CREATE TABLE IF NOT EXISTS tables (
id INTEGER PRIMARY KEY,
document_id INTEGER NOT NULL,
section_id INTEGER,
page_number INTEGER NOT NULL,
header_json TEXT,
rows_json TEXT,
FOREIGN KEY(document_id) REFERENCES documents(id) ON DELETE CASCADE,
FOREIGN KEY(section_id) REFERENCES sections(id) ON DELETE SET NULL
)
"""
)
_exec(
"""
CREATE TABLE IF NOT EXISTS metrics (
id INTEGER PRIMARY KEY,
document_id INTEGER NOT NULL,
key TEXT NOT NULL,
value_num REAL,
source_section_id INTEGER,
FOREIGN KEY(document_id) REFERENCES documents(id) ON DELETE CASCADE,
FOREIGN KEY(source_section_id) REFERENCES sections(id) ON DELETE SET NULL
)
"""
)
_exec("CREATE INDEX IF NOT EXISTS idx_sections_doc_page ON sections(document_id, page_number, y_top)")
_exec("CREATE INDEX IF NOT EXISTS idx_metrics_doc_key ON metrics(document_id, key)")
# Questionnaire: core container
_exec(
"""
CREATE TABLE IF NOT EXISTS questionnaires (
id INTEGER PRIMARY KEY,
user_id TEXT,
status TEXT, -- in_progress | completed | archived
created_at TEXT DEFAULT CURRENT_TIMESTAMP,
updated_at TEXT DEFAULT CURRENT_TIMESTAMP
)
"""
)
_exec("CREATE INDEX IF NOT EXISTS idx_questionnaires_user ON questionnaires(user_id, created_at)")
# Retirement is an independent flow. Its complete draft is stored as one
# versionable JSON contract so the MVP can evolve without coupling it to
# the wealth questionnaire's section tables.
_exec(
"""
CREATE TABLE IF NOT EXISTS retirement_questionnaires (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id TEXT NOT NULL,
status TEXT NOT NULL DEFAULT 'in_progress',
data_json TEXT NOT NULL DEFAULT '{}',
created_at TEXT DEFAULT CURRENT_TIMESTAMP,
updated_at TEXT DEFAULT CURRENT_TIMESTAMP
)
"""
)
_exec("CREATE INDEX IF NOT EXISTS idx_retirement_q_user ON retirement_questionnaires(user_id, updated_at)")
# Questionnaire sections (normalized per section, JSON blob per row)
_exec(
"""
CREATE TABLE IF NOT EXISTS personal_info (
questionnaire_id INTEGER PRIMARY KEY,
data_json TEXT NOT NULL,
FOREIGN KEY(questionnaire_id) REFERENCES questionnaires(id) ON DELETE CASCADE
)
"""
)
_exec(
"""
CREATE TABLE IF NOT EXISTS family_info (
questionnaire_id INTEGER PRIMARY KEY,
data_json TEXT NOT NULL,
FOREIGN KEY(questionnaire_id) REFERENCES questionnaires(id) ON DELETE CASCADE
)
"""
)
_exec(
"""
CREATE TABLE IF NOT EXISTS goals (
questionnaire_id INTEGER PRIMARY KEY,
data_json TEXT NOT NULL,
FOREIGN KEY(questionnaire_id) REFERENCES questionnaires(id) ON DELETE CASCADE
)
"""
)
_exec(
"""
CREATE TABLE IF NOT EXISTS risk_profile (
questionnaire_id INTEGER PRIMARY KEY,
data_json TEXT NOT NULL,
FOREIGN KEY(questionnaire_id) REFERENCES questionnaires(id) ON DELETE CASCADE
)
"""
)
_exec(
"""
CREATE TABLE IF NOT EXISTS insurance (
questionnaire_id INTEGER PRIMARY KEY,
data_json TEXT NOT NULL,
FOREIGN KEY(questionnaire_id) REFERENCES questionnaires(id) ON DELETE CASCADE
)
"""
)
_exec(
"""
CREATE TABLE IF NOT EXISTS estate (
questionnaire_id INTEGER PRIMARY KEY,
data_json TEXT NOT NULL,
FOREIGN KEY(questionnaire_id) REFERENCES questionnaires(id) ON DELETE CASCADE
)
"""
)
_exec(
"""
CREATE TABLE IF NOT EXISTS lifestyle (
questionnaire_id INTEGER PRIMARY KEY,
data_json TEXT NOT NULL,
FOREIGN KEY(questionnaire_id) REFERENCES questionnaires(id) ON DELETE CASCADE
)
"""
)
_exec(
"""
CREATE TABLE IF NOT EXISTS tax_info (
questionnaire_id INTEGER PRIMARY KEY,
data_json TEXT NOT NULL,
FOREIGN KEY(questionnaire_id) REFERENCES questionnaires(id) ON DELETE CASCADE
)
"""
)
# Link uploaded docs to questionnaire
_exec(
"""
CREATE TABLE IF NOT EXISTS questionnaire_uploads (
id INTEGER PRIMARY KEY,
questionnaire_id INTEGER NOT NULL,
document_id INTEGER,
sha256 TEXT,
doc_type TEXT, -- Bank statement | ITR | Insurance document | Mutual fund CAS...
filename TEXT,
metadata_json TEXT,
created_at TEXT DEFAULT CURRENT_TIMESTAMP,
FOREIGN KEY(questionnaire_id) REFERENCES questionnaires(id) ON DELETE CASCADE,
FOREIGN KEY(document_id) REFERENCES documents(id) ON DELETE SET NULL
)
"""
)
_exec("CREATE INDEX IF NOT EXISTS idx_q_uploads_qid ON questionnaire_uploads(questionnaire_id)")
# Users table for Firebase authentication and payment tracking
_exec(
"""
CREATE TABLE IF NOT EXISTS users (
id INTEGER PRIMARY KEY,
firebase_uid TEXT UNIQUE NOT NULL,
email TEXT,
display_name TEXT,
has_paid INTEGER DEFAULT 0,
report_credits INTEGER DEFAULT 0,
payment_id TEXT,
payment_order_id TEXT,
payment_amount_paise INTEGER,
payment_date TEXT,
created_at TEXT DEFAULT CURRENT_TIMESTAMP,
updated_at TEXT DEFAULT CURRENT_TIMESTAMP
)
"""
)
_exec("CREATE INDEX IF NOT EXISTS idx_users_firebase_uid ON users(firebase_uid)")
# Add report_credits column if it doesn't exist (migration for existing databases)
try:
_exec("ALTER TABLE users ADD COLUMN report_credits INTEGER DEFAULT 0")
except Exception:
pass # Column already exists
# Payments table for tracking payment history and credits granted
_exec(
"""
CREATE TABLE IF NOT EXISTS payments (
id INTEGER PRIMARY KEY,
user_id INTEGER NOT NULL,
firebase_uid TEXT NOT NULL,
payment_id TEXT NOT NULL,
order_id TEXT,
amount_paise INTEGER,
credits_granted INTEGER DEFAULT 3,
created_at TEXT DEFAULT CURRENT_TIMESTAMP,
FOREIGN KEY(user_id) REFERENCES users(id) ON DELETE CASCADE
)
"""
)
_exec("CREATE INDEX IF NOT EXISTS idx_payments_firebase_uid ON payments(firebase_uid)")
_exec("CREATE INDEX IF NOT EXISTS idx_payments_user_id ON payments(user_id)")
_exec("CREATE UNIQUE INDEX IF NOT EXISTS idx_payments_payment_id ON payments(payment_id)")
# Dashboard Reports Table
_exec(
"""
CREATE TABLE IF NOT EXISTS dashboard_reports (
id INTEGER PRIMARY KEY AUTOINCREMENT,
mfd_firebase_uid TEXT NOT NULL,
client_pan TEXT NOT NULL,
client_name TEXT,
generated_at TEXT DEFAULT CURRENT_TIMESTAMP,
expires_at TEXT,
pdf_filename TEXT,
status TEXT,
snapshot_json TEXT,
action_items_json TEXT,
FOREIGN KEY(mfd_firebase_uid) REFERENCES users(firebase_uid) ON DELETE CASCADE
)
"""
)
_exec("CREATE INDEX IF NOT EXISTS idx_dashboard_reports_pan ON dashboard_reports(client_pan)")
_exec("CREATE INDEX IF NOT EXISTS idx_dashboard_reports_mfd ON dashboard_reports(mfd_firebase_uid)")
try:
_exec("ALTER TABLE dashboard_reports ADD COLUMN report_type TEXT DEFAULT 'wealth'")
except Exception:
pass
_exec("CREATE INDEX IF NOT EXISTS idx_dashboard_reports_type ON dashboard_reports(mfd_firebase_uid, client_pan, report_type)")
# Aggregate Actions Table
_exec(
"""
CREATE TABLE IF NOT EXISTS aggregate_actions (
id TEXT PRIMARY KEY,
mfd_firebase_uid TEXT NOT NULL,
client_pan TEXT NOT NULL,
report_id INTEGER NOT NULL,
item_id TEXT NOT NULL,
dimension TEXT,
urgency TEXT,
value_type TEXT,
value_num REAL,
final_status TEXT,
report_generated_at TEXT,
actioned_at TEXT,
created_at TEXT DEFAULT CURRENT_TIMESTAMP,
FOREIGN KEY(mfd_firebase_uid) REFERENCES users(firebase_uid) ON DELETE CASCADE,
FOREIGN KEY(report_id) REFERENCES dashboard_reports(id) ON DELETE CASCADE
)
"""
)
_exec("CREATE INDEX IF NOT EXISTS idx_aggregate_actions_mfd ON aggregate_actions(mfd_firebase_uid)")
_exec("CREATE INDEX IF NOT EXISTS idx_aggregate_actions_report ON aggregate_actions(report_id)")
def upsert_document(sha256: str, filename: str, page_count: int) -> int:
rows = _query("SELECT id FROM documents WHERE sha256=?", (sha256,))
if rows:
return rows[0]["id"]
cur = _exec(
"INSERT INTO documents (sha256, filename, page_count) VALUES (?, ?, ?)",
(sha256, filename, page_count),
)
return cur.lastrowid
def get_document_by_sha(sha256: str) -> Optional[sqlite3.Row]:
rows = _query("SELECT * FROM documents WHERE sha256=?", (sha256,))
return rows[0] if rows else None
def insert_section(
document_id: int,
page_number: int,
heading: Optional[str],
section_type: str,
y_top: Optional[float],
y_bottom: Optional[float],
text: str,
) -> int:
cur = _exec(
"""
INSERT INTO sections (document_id, page_number, heading, section_type, y_top, y_bottom, text)
VALUES (?, ?, ?, ?, ?, ?, ?)
""",
(document_id, page_number, heading, section_type, y_top, y_bottom, text),
)
return cur.lastrowid
def insert_table(
document_id: int,
section_id: Optional[int],
page_number: int,
header: Iterable[str],
rows: Iterable[Iterable[str]],
) -> int:
header_json = json.dumps(list(header) if header else [])
rows_json = json.dumps([list(r) for r in rows] if rows else [])
cur = _exec(
"""
INSERT INTO tables (document_id, section_id, page_number, header_json, rows_json)
VALUES (?, ?, ?, ?, ?)
""",
(document_id, section_id, page_number, header_json, rows_json),
)
return cur.lastrowid
def insert_metric(document_id: int, key: str, value_num: Optional[float], source_section_id: Optional[int]) -> int:
cur = _exec(
"""
INSERT INTO metrics (document_id, key, value_num, source_section_id)
VALUES (?, ?, ?, ?)
""",
(document_id, key, value_num, source_section_id),
)
return cur.lastrowid
def delete_metrics_for_doc_keys(document_id: int, keys: Iterable[str]):
keys = list(keys)
if not keys:
return
placeholders = ",".join("?" for _ in keys)
_exec(
f"DELETE FROM metrics WHERE document_id=? AND key IN ({placeholders})",
(document_id, *keys),
)
def list_sections(document_id: int):
return _query(
"""
SELECT id, page_number, heading, section_type, y_top, y_bottom, substr(text,1,200) AS preview
FROM sections WHERE document_id=?
ORDER BY page_number ASC, y_top ASC
""",
(document_id,),
)
def list_metrics(document_id: int):
return _query(
"""
SELECT m.id, m.key, m.value_num, m.source_section_id, s.page_number, s.section_type
FROM metrics m
LEFT JOIN sections s ON s.id = m.source_section_id
WHERE m.document_id=?
ORDER BY m.key ASC
""",
(document_id,),
)
# Questionnaire helpers
def create_questionnaire(user_id: str, status: str = "in_progress") -> int:
cur = _exec(
"INSERT INTO questionnaires (user_id, status) VALUES (?, ?)",
(user_id, status),
)
return cur.lastrowid
def update_questionnaire_status(qid: int, status: str):
_exec(
"UPDATE questionnaires SET status=?, updated_at=CURRENT_TIMESTAMP WHERE id=?",
(status, qid),
)
def _upsert_section(table: str, questionnaire_id: int, data: Dict[str, Any]):
payload = json.dumps(data or {})
# Try insert, if conflict then update (SQLite UPSERT)
_exec(
f"""
INSERT INTO {table} (questionnaire_id, data_json)
VALUES (?, ?)
ON CONFLICT(questionnaire_id) DO UPDATE SET
data_json=excluded.data_json
""",
(questionnaire_id, payload),
)
def save_personal_info(qid: int, data: Dict[str, Any]): _upsert_section("personal_info", qid, data)
def save_family_info(qid: int, data: Dict[str, Any]): _upsert_section("family_info", qid, data)
def save_goals(qid: int, data: Dict[str, Any]): _upsert_section("goals", qid, data)
def save_risk_profile(qid: int, data: Dict[str, Any]): _upsert_section("risk_profile", qid, data)
def save_insurance(qid: int, data: Dict[str, Any]): _upsert_section("insurance", qid, data)
def save_estate(qid: int, data: Dict[str, Any]): _upsert_section("estate", qid, data)
def save_lifestyle(qid: int, data: Dict[str, Any]): _upsert_section("lifestyle", qid, data)
def save_tax_info(qid: int, data: Dict[str, Any]): _upsert_section("tax_info", qid, data)
def get_questionnaire(qid: int) -> Dict[str, Any]:
# base row
rows = _query("SELECT id, user_id, status, created_at, updated_at FROM questionnaires WHERE id=?", (qid,))
if not rows:
return {}
base = dict(rows[0])
def _fetch_section(table: str) -> Optional[Dict[str, Any]]:
srows = _query(f"SELECT data_json FROM {table} WHERE questionnaire_id=?", (qid,))
if not srows:
return None
try:
return json.loads(srows[0]["data_json"] or "{}")
except Exception:
return None
return {
"id": base["id"],
"user_id": base["user_id"],
"status": base["status"],
"created_at": base["created_at"],
"updated_at": base["updated_at"],
"personal_info": _fetch_section("personal_info"),
"family_info": _fetch_section("family_info"),
"goals": _fetch_section("goals"),
"risk_profile": _fetch_section("risk_profile"),
"insurance": _fetch_section("insurance"),
"estate": _fetch_section("estate"),
"lifestyle": _fetch_section("lifestyle"),
"tax_info": _fetch_section("tax_info"),
}
def get_latest_questionnaire_for_user(user_id: str) -> Optional[int]:
rows = _query(
"SELECT id FROM questionnaires WHERE user_id=? ORDER BY created_at DESC LIMIT 1",
(user_id,),
)
return rows[0]["id"] if rows else None
def create_retirement_questionnaire(user_id: str, data: Optional[Dict[str, Any]] = None) -> int:
cur = _exec(
"INSERT INTO retirement_questionnaires (user_id, data_json) VALUES (?, ?)",
(user_id, json.dumps(data or {})),
)
return cur.lastrowid
def save_retirement_questionnaire(qid: int, user_id: str, data: Dict[str, Any], status: str = "in_progress") -> bool:
result = _exec(
"""
UPDATE retirement_questionnaires
SET data_json = ?, status = ?, updated_at = CURRENT_TIMESTAMP
WHERE id = ? AND user_id = ?
""",
(json.dumps(data or {}), status, qid, user_id),
)
return result.rowcount > 0
def get_retirement_questionnaire(qid: int, user_id: str) -> Dict[str, Any]:
rows = _query(
"""
SELECT id, user_id, status, data_json, created_at, updated_at
FROM retirement_questionnaires WHERE id = ? AND user_id = ?
""",
(qid, user_id),
)
if not rows:
return {}
row = dict(rows[0])
try:
row["data"] = json.loads(row.pop("data_json") or "{}")
except Exception:
row["data"] = {}
row.pop("data_json", None)
return row
def get_latest_retirement_questionnaire(user_id: str) -> Dict[str, Any]:
rows = _query(
"SELECT id FROM retirement_questionnaires WHERE user_id = ? ORDER BY updated_at DESC, id DESC LIMIT 1",
(user_id,),
)
return get_retirement_questionnaire(rows[0]["id"], user_id) if rows else {}
def link_questionnaire_upload(
questionnaire_id: int,
document_id: Optional[int],
sha256: Optional[str],
doc_type: Optional[str],
filename: Optional[str],
metadata: Optional[Dict[str, Any]] = None,
) -> int:
cur = _exec(
"""
INSERT INTO questionnaire_uploads (questionnaire_id, document_id, sha256, doc_type, filename, metadata_json)
VALUES (?, ?, ?, ?, ?, ?)
""",
(questionnaire_id, document_id, sha256, doc_type, filename, json.dumps(metadata or {})),
)
return cur.lastrowid
def list_questionnaire_uploads(questionnaire_id: int):
return _query(
"""
SELECT id, questionnaire_id, document_id, sha256, doc_type, filename, metadata_json, created_at
FROM questionnaire_uploads
WHERE questionnaire_id=?
ORDER BY created_at DESC
""",
(questionnaire_id,),
)
def update_questionnaire_upload_metadata(upload_id: int, metadata: Dict[str, Any]):
"""Update metadata_json for an existing upload record."""
_exec(
"UPDATE questionnaire_uploads SET metadata_json = ? WHERE id = ?",
(json.dumps(metadata), upload_id)
)
# User helpers for Firebase authentication
def get_user_by_firebase_uid(firebase_uid: str) -> Optional[Dict[str, Any]]:
"""Get user by Firebase UID."""
rows = _query("SELECT * FROM users WHERE firebase_uid = ?", (firebase_uid,))
if not rows:
return None
row = rows[0]
# Handle report_credits column which might not exist in older databases
try:
report_credits = row["report_credits"] or 0
except (KeyError, IndexError):
report_credits = 0
return {
"id": row["id"],
"firebase_uid": row["firebase_uid"],
"email": row["email"],
"display_name": row["display_name"],
"has_paid": bool(row["has_paid"]),
"report_credits": report_credits,
"payment_id": row["payment_id"],
"payment_order_id": row["payment_order_id"],
"payment_amount_paise": row["payment_amount_paise"],
"payment_date": row["payment_date"],
"created_at": row["created_at"],
"updated_at": row["updated_at"],
}
def create_or_update_user(firebase_uid: str, email: str = None, display_name: str = None) -> int:
"""Create a new user or update existing user info. Returns user id."""
existing = get_user_by_firebase_uid(firebase_uid)
if existing:
# Update existing user
_exec(
"""
UPDATE users SET email = COALESCE(?, email), display_name = COALESCE(?, display_name),
updated_at = CURRENT_TIMESTAMP WHERE firebase_uid = ?
""",
(email, display_name, firebase_uid)
)
return existing["id"]
else:
# Create new user
cur = _exec(
"INSERT INTO users (firebase_uid, email, display_name) VALUES (?, ?, ?)",
(firebase_uid, email, display_name)
)
return cur.lastrowid
def mark_user_as_paid(firebase_uid: str, payment_id: str, order_id: str = None, amount_paise: int = None, credits_to_add: int = 3) -> bool:
"""
Mark a user as paid after successful payment.
Adds credits and records payment in payments table.
IDEMPOTENT: If payment_id was already processed, skips credit addition
and returns True. This prevents duplicate credits from verify + webhook + reconcile.
Returns True if updated (or already processed).
"""
# Idempotency: check if this payment_id was already processed
existing = _query("SELECT id FROM payments WHERE payment_id = ?", (payment_id,))
if existing:
logger.info(f"Payment {payment_id} already processed for user {firebase_uid} (idempotent skip)")
return True
user = get_user_by_firebase_uid(firebase_uid)
if not user:
return False
# Update user record with payment info and add credits
result = _exec(
"""
UPDATE users SET has_paid = 1, payment_id = ?, payment_order_id = ?,
payment_amount_paise = ?, payment_date = CURRENT_TIMESTAMP,
report_credits = report_credits + ?,
updated_at = CURRENT_TIMESTAMP WHERE firebase_uid = ?
""",
(payment_id, order_id, amount_paise, credits_to_add, firebase_uid)
)
if result.rowcount > 0:
# Record payment in payments table for audit trail
_exec(
"""
INSERT INTO payments (user_id, firebase_uid, payment_id, order_id, amount_paise, credits_granted)
VALUES (?, ?, ?, ?, ?, ?)
""",
(user["id"], firebase_uid, payment_id, order_id, amount_paise, credits_to_add)
)
return True
return False
def check_user_payment_status(firebase_uid: str) -> bool:
"""Check if user has paid. Returns False if user doesn't exist."""
rows = _query("SELECT has_paid FROM users WHERE firebase_uid = ?", (firebase_uid,))
if not rows:
return False
return bool(rows[0]["has_paid"])
def get_user_credits(firebase_uid: str) -> int:
"""Get remaining report credits for a user. Returns 0 if user doesn't exist."""
rows = _query("SELECT report_credits FROM users WHERE firebase_uid = ?", (firebase_uid,))
if not rows:
return 0
return rows[0]["report_credits"] or 0
def add_user_credits(firebase_uid: str, credits: int = 3) -> bool:
"""Add credits to a user's account. Returns True if updated."""
result = _exec(
"""
UPDATE users SET report_credits = report_credits + ?,
updated_at = CURRENT_TIMESTAMP WHERE firebase_uid = ?
""",
(credits, firebase_uid)
)
return result.rowcount > 0
def consume_user_credit(firebase_uid: str) -> bool:
"""
Atomically consume one report credit from user's account.
Returns True if successful, False if no credits available or user doesn't exist.
Uses atomic SQL UPDATE with WHERE clause to prevent race conditions.
"""
result = _exec(
"""
UPDATE users SET report_credits = report_credits - 1,
updated_at = CURRENT_TIMESTAMP
WHERE firebase_uid = ? AND report_credits > 0
""",
(firebase_uid,)
)
return result.rowcount > 0
def get_payment_history(firebase_uid: str) -> list:
"""Get payment history for a user."""
rows = _query(
"""
SELECT id, payment_id, order_id, amount_paise, credits_granted, created_at
FROM payments WHERE firebase_uid = ?
ORDER BY created_at DESC
""",
(firebase_uid,)
)
return [dict(row) for row in rows]
def migrate_existing_paid_users(credits: int = 3) -> int:
"""
One-time migration: Grant credits to existing paid users who have 0 credits.
Returns number of users updated.
"""
result = _exec(
"""
UPDATE users SET report_credits = ?
WHERE has_paid = 1 AND (report_credits IS NULL OR report_credits = 0)
""",
(credits,)
)
return result.rowcount
# --- Admin helpers ---
def list_all_users(page: int = 1, per_page: int = 25, search: Optional[str] = None):
"""List all users with pagination and optional email search. Returns (users, total)."""
offset = (page - 1) * per_page
if search:
like = f"%{search}%"
total_rows = _query(
"SELECT COUNT(*) AS cnt FROM users WHERE email LIKE ? OR display_name LIKE ?",
(like, like),
)
total = total_rows[0]["cnt"] if total_rows else 0
rows = _query(
"""
SELECT id, firebase_uid, email, display_name, has_paid,
report_credits, payment_date, created_at, updated_at
FROM users
WHERE email LIKE ? OR display_name LIKE ?
ORDER BY created_at DESC
LIMIT ? OFFSET ?
""",
(like, like, per_page, offset),
)
else:
total_rows = _query("SELECT COUNT(*) AS cnt FROM users")
total = total_rows[0]["cnt"] if total_rows else 0
rows = _query(
"""
SELECT id, firebase_uid, email, display_name, has_paid,
report_credits, payment_date, created_at, updated_at
FROM users
ORDER BY created_at DESC
LIMIT ? OFFSET ?
""",
(per_page, offset),
)
users = [dict(r) for r in rows]
return users, total
def delete_user(firebase_uid: str) -> bool:
"""Delete a user and their payment history. Returns True if user existed."""
user = get_user_by_firebase_uid(firebase_uid)
if not user:
return False
_exec("DELETE FROM payments WHERE firebase_uid = ?", (firebase_uid,))
_exec("DELETE FROM users WHERE firebase_uid = ?", (firebase_uid,))
return True
def set_user_credits(firebase_uid: str, credits: int) -> bool:
"""Set credits to an exact value. Returns True if updated."""
result = _exec(
"""
UPDATE users SET report_credits = ?,
updated_at = CURRENT_TIMESTAMP WHERE firebase_uid = ?
""",
(credits, firebase_uid),
)
return result.rowcount > 0
def get_user_count() -> Dict[str, int]:
"""Get total and paid user counts for dashboard stats."""
total_rows = _query("SELECT COUNT(*) AS cnt FROM users")
paid_rows = _query("SELECT COUNT(*) AS cnt FROM users WHERE has_paid = 1")
credits_rows = _query("SELECT COUNT(*) AS cnt FROM users WHERE report_credits > 0")
return {
"total": total_rows[0]["cnt"] if total_rows else 0,
"paid": paid_rows[0]["cnt"] if paid_rows else 0,
"with_credits": credits_rows[0]["cnt"] if credits_rows else 0,
}
# --- Dashboard & Aggregate Helpers ---
def insert_dashboard_report(mfd_firebase_uid: str, client_pan: str, client_name: str, expires_at: str, pdf_filename: str, status: str, snapshot_json: str, action_items_json: str, report_type: str = "wealth") -> int:
cur = _exec(
"""
INSERT INTO dashboard_reports (mfd_firebase_uid, client_pan, client_name, expires_at, pdf_filename, status, snapshot_json, action_items_json, report_type)
VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)
""",
(mfd_firebase_uid, client_pan, client_name, expires_at, pdf_filename, status, snapshot_json, action_items_json, report_type)
)
return cur.lastrowid
def insert_aggregate_action(id: str, mfd_firebase_uid: str, client_pan: str, report_id: int, item_id: str, dimension: str, urgency: str, value_type: str, value_num: float, final_status: str, report_generated_at: str):
_exec(
"""
INSERT INTO aggregate_actions (id, mfd_firebase_uid, client_pan, report_id, item_id, dimension, urgency, value_type, value_num, final_status, report_generated_at)
VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
""",
(id, mfd_firebase_uid, client_pan, report_id, item_id, dimension, urgency, value_type, value_num, final_status, report_generated_at)
)
def update_action_status(item_id: str, final_status: str) -> bool:
result = _exec(
"UPDATE aggregate_actions SET final_status = ?, actioned_at = CURRENT_TIMESTAMP WHERE item_id = ?",
(final_status, item_id)
)
return result.rowcount > 0
def get_active_dashboard_report_by_pan(mfd_firebase_uid: str, client_pan: str, report_type: Optional[str] = None) -> Optional[Dict[str, Any]]:
"""
Return the most recent ACTIVE dashboard report for the given MFD + client PAN,
or None if no active report exists.
"""
if report_type:
rows = _query(
"""
SELECT id, mfd_firebase_uid, client_pan, client_name, generated_at,
expires_at, pdf_filename, status, snapshot_json, action_items_json, report_type
FROM dashboard_reports
WHERE mfd_firebase_uid = ? AND client_pan = ? AND report_type = ? AND status = 'ACTIVE'
ORDER BY generated_at DESC LIMIT 1
""",
(mfd_firebase_uid, client_pan, report_type),
)
else:
rows = _query(
"""
SELECT id, mfd_firebase_uid, client_pan, client_name, generated_at,
expires_at, pdf_filename, status, snapshot_json, action_items_json, report_type
FROM dashboard_reports
WHERE mfd_firebase_uid = ? AND client_pan = ? AND status = 'ACTIVE'
ORDER BY generated_at DESC LIMIT 1
""",
(mfd_firebase_uid, client_pan),
)
if not rows:
return None
return dict(rows[0])
def get_aggregate_action_statuses(report_id: int) -> dict:
rows = _query("SELECT item_id, final_status FROM aggregate_actions WHERE report_id = ?", (report_id,))
return {r["item_id"]: r["final_status"] for r in rows}
def mark_dashboard_report_status(report_id: int, status: str) -> bool:
"""Update a dashboard report's status (e.g., ACTIVE -> SUPERSEDED)."""
result = _exec(
"UPDATE dashboard_reports SET status = ? WHERE id = ?",
(status, report_id),
)
return result.rowcount > 0
def mark_aggregate_actions_status_by_report(report_id: int, from_status: str, to_status: str) -> int:
"""
Bulk update aggregate_actions belonging to a report whose final_status equals
`from_status`, setting them to `to_status`. Returns number of rows updated.
"""
result = _exec(
"UPDATE aggregate_actions SET final_status = ? WHERE report_id = ? AND final_status = ?",
(to_status, report_id, from_status),
)
return result.rowcount
def list_active_dashboard_reports(mfd_firebase_uid: str):
"""
Return all ACTIVE dashboard reports for the given MFD, sorted by nearest
expiry first (NULL expiry last).
"""
rows = _query(
"""
SELECT id, mfd_firebase_uid, client_pan, client_name, generated_at,
expires_at, pdf_filename, status, snapshot_json, action_items_json, report_type
FROM dashboard_reports
WHERE mfd_firebase_uid = ? AND status = 'ACTIVE'
ORDER BY
CASE WHEN expires_at IS NULL OR expires_at = '' THEN 1 ELSE 0 END ASC,
expires_at ASC,
generated_at DESC
""",
(mfd_firebase_uid,),
)
return [dict(r) for r in rows]
def list_expired_active_dashboard_reports():
"""
Return ACTIVE dashboard reports whose ``expires_at`` is in the past.
Used by the expire_reports.py cron job to prune local PDF storage.
"""
rows = _query(
"""
SELECT id, mfd_firebase_uid, client_pan, client_name, generated_at,
expires_at, pdf_filename, status
FROM dashboard_reports
WHERE status = 'ACTIVE'
AND expires_at IS NOT NULL
AND expires_at != ''
AND expires_at < CURRENT_TIMESTAMP
ORDER BY expires_at ASC
"""
)
return [dict(r) for r in rows]
def get_aggregate_metrics_overview(mfd_firebase_uid: str, missed_quarter_days: int = 90) -> Dict[str, Any]:
"""
Compute dashboard overview metrics for an MFD:
- total_opportunity: SUM(value_num) of PENDING + CONVERTED items
- converted: SUM(value_num) of CONVERTED items
- pending: SUM(value_num) of PENDING items
- missed_quarter: SUM(value_num) of PENDING items whose report was
generated more than `missed_quarter_days` days ago
- action_count: count of non-superseded items
Also returns a per-dimension breakdown keyed by `dimension` from
aggregate_actions.
"""
overview_rows = _query(
"""
SELECT
COALESCE(SUM(CASE WHEN final_status IN ('PENDING','CONVERTED') THEN value_num ELSE 0 END), 0) AS total_opportunity,
COALESCE(SUM(CASE WHEN final_status = 'CONVERTED' THEN value_num ELSE 0 END), 0) AS converted,
COALESCE(SUM(CASE WHEN final_status = 'PENDING' THEN value_num ELSE 0 END), 0) AS pending,
COALESCE(SUM(CASE WHEN final_status = 'PENDING'
AND report_generated_at IS NOT NULL
AND julianday('now') - julianday(report_generated_at) >= ?
THEN value_num ELSE 0 END), 0) AS missed_quarter,
COUNT(*) AS action_count
FROM aggregate_actions
WHERE mfd_firebase_uid = ?
AND final_status IN ('PENDING','CONVERTED')
""",
(missed_quarter_days, mfd_firebase_uid),
)
overview = dict(overview_rows[0]) if overview_rows else {
"total_opportunity": 0,
"converted": 0,
"pending": 0,
"missed_quarter": 0,
"action_count": 0,
}