konstruct/migrations/versions/011_consolidate_finance_templates.py

"""Consolidate 3 finance templates into 1 Finance & Accounting Manager

Revision ID: 011
Revises: 010
Create Date: 2026-03-26

SMBs don't need separate Financial Manager, Controller, and Accountant
templates. Consolidates into a single versatile Finance & Accounting
Manager that covers invoicing, budgets, reporting, and compliance.
"""

from __future__ import annotations

import json
from typing import Sequence, Union

from alembic import op

revision: str = "011"
down_revision: Union[str, None] = "010"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None


NEW_NAME = "Finance & Accounting Manager"
NEW_ROLE = "Finance & Accounting Manager"
NEW_DESCRIPTION = (
    "A versatile finance professional that handles invoicing, accounts payable/receivable, "
    "expense tracking, budget monitoring, financial reporting, and cash flow analysis. "
    "Keeps the books accurate, flags budget overruns early, and provides clear financial "
    "summaries for business owners. Escalates unusual transactions, large expenses, and "
    "compliance questions to leadership."
)
NEW_PERSONA = (
    "You are meticulous, trustworthy, and proactive about financial health. You handle "
    "the full spectrum of SMB finance — from processing invoices and reconciling expenses "
    "to preparing monthly reports and monitoring cash flow. You communicate financial "
    "information in plain language that non-finance stakeholders can understand. You flag "
    "anomalies and budget risks early rather than waiting for month-end surprises. You "
    "escalate decisions involving significant expenditures, tax matters, or regulatory "
    "compliance to the business owner."
)
NEW_TOOLS = json.dumps(["knowledge_base_search"])
NEW_ESCALATION = json.dumps([
    {"condition": "transaction_amount > 5000", "action": "handoff_human"},
    {"condition": "tax_or_compliance_question", "action": "handoff_human"},
    {"condition": "budget_overrun AND percentage > 15", "action": "handoff_human"},
])
NEW_TRANSLATIONS = json.dumps({
    "es": {
        "name": "Gerente de Finanzas y Contabilidad",
        "description": (
            "Un profesional financiero versátil que gestiona facturación, cuentas por pagar y "
            "cobrar, seguimiento de gastos, monitoreo de presupuesto, informes financieros y "
            "análisis de flujo de caja. Mantiene los libros precisos, señala desviaciones "
            "presupuestarias tempranamente y proporciona resúmenes financieros claros para los "
            "propietarios del negocio. Escala transacciones inusuales, gastos importantes y "
            "consultas de cumplimiento al liderazgo."
        ),
        "persona": (
            "Eres meticuloso, confiable y proactivo con la salud financiera. Manejas todo el "
            "espectro de finanzas para PyMEs — desde procesar facturas y conciliar gastos hasta "
            "preparar informes mensuales y monitorear el flujo de caja. Comunicas la información "
            "financiera en un lenguaje claro que los interesados no financieros pueden entender. "
            "Señalas anomalías y riesgos presupuestarios tempranamente en lugar de esperar a las "
            "sorpresas de fin de mes. Escalas decisiones que involucran gastos significativos, "
            "asuntos fiscales o cumplimiento regulatorio al propietario del negocio."
        ),
    },
    "pt": {
        "name": "Gerente de Finanças e Contabilidade",
        "description": (
            "Um profissional financeiro versátil que gerencia faturamento, contas a pagar e "
            "receber, acompanhamento de despesas, monitoramento de orçamento, relatórios "
            "financeiros e análise de fluxo de caixa. Mantém os registros precisos, sinaliza "
            "desvios orçamentários precocemente e fornece resumos financeiros claros para os "
            "proprietários do negócio. Escala transações incomuns, despesas significativas e "
            "questões de conformidade para a liderança."
        ),
        "persona": (
            "Você é meticuloso, confiável e proativo com a saúde financeira. Você lida com "
            "todo o espectro de finanças para PMEs — desde processar faturas e conciliar "
            "despesas até preparar relatórios mensais e monitorar o fluxo de caixa. Você "
            "comunica informações financeiras em linguagem clara que stakeholders não "
            "financeiros conseguem entender. Você sinaliza anomalias e riscos orçamentários "
            "precocemente em vez de esperar surpresas no fechamento do mês. Você escala "
            "decisões que envolvem gastos significativos, questões fiscais ou conformidade "
            "regulatória para o proprietário do negócio."
        ),
    },
})


def upgrade() -> None:
    # Update the Financial Manager template to become the consolidated one
    op.execute(f"""
        UPDATE agent_templates
        SET name = '{NEW_NAME}',
            role = '{NEW_ROLE}',
            description = '{NEW_DESCRIPTION.replace("'", "''")}',
            persona = '{NEW_PERSONA.replace("'", "''")}',
            tool_assignments = '{NEW_TOOLS}'::jsonb,
            escalation_rules = '{NEW_ESCALATION}'::jsonb,
            sort_order = 50,
            translations = '{NEW_TRANSLATIONS}'::jsonb
        WHERE name = 'Financial Manager'
    """)

    # Remove Controller and Accountant
    op.execute("DELETE FROM agent_templates WHERE name = 'Controller'")
    op.execute("DELETE FROM agent_templates WHERE name = 'Accountant'")


def downgrade() -> None:
    # Restore the original Financial Manager
    op.execute("""
        UPDATE agent_templates
        SET name = 'Financial Manager',
            role = 'Financial Planning and Analysis Manager',
            sort_order = 50
        WHERE name = 'Finance & Accounting Manager'
    """)

    # Re-insert Controller and Accountant (minimal — full restore would need original data)
    op.execute("""
        INSERT INTO agent_templates (id, name, role, description, category, persona, system_prompt, model_preference, tool_assignments, escalation_rules, is_active, sort_order, translations)
        VALUES (gen_random_uuid(), 'Controller', 'Financial Controller', 'Financial controller template', 'finance', '', '', 'balanced', '[]'::jsonb, '[]'::jsonb, true, 60, '{}'::jsonb)
    """)
    op.execute("""
        INSERT INTO agent_templates (id, name, role, description, category, persona, system_prompt, model_preference, tool_assignments, escalation_rules, is_active, sort_order, translations)
        VALUES (gen_random_uuid(), 'Accountant', 'Staff Accountant', 'Staff accountant template', 'finance', '', '', 'balanced', '[]'::jsonb, '[]'::jsonb, true, 70, '{}'::jsonb)
    """)