From 8e91ad93ee6b1752c7785a356661618851babc44 Mon Sep 17 00:00:00 2001 From: despiegk Date: Sat, 5 Apr 2025 10:17:23 +0200 Subject: [PATCH] ... --- herodb/rhaibook | 1 - herodb/rhaiexamples | 1 - .../src/_archive/tests/db_integration_test.rs | 6 +- herodb/src/_archive/tests/model_db_test.rs | 12 +- herodb/src/cmd/dbexample/examples.rs | 6 +- herodb/src/cmd/dbexample_governance/main.rs | 8 +- herodb/src/models/biz/product.rs | 2 +- .../governance/GOVERNANCE_ENHANCEMENT_PLAN.md | 496 ------------------ herodb/src/models/governance/README.md | 317 ++++++++++- herodb/src/models/governance/company.rs | 60 ++- herodb/src/models/governance/compliance.rs | 212 -------- herodb/src/models/governance/user.rs | 2 +- herodb/src/models/governance/vote.rs | 2 +- 13 files changed, 384 insertions(+), 741 deletions(-) delete mode 120000 herodb/rhaibook delete mode 120000 herodb/rhaiexamples delete mode 100644 herodb/src/models/governance/GOVERNANCE_ENHANCEMENT_PLAN.md delete mode 100644 herodb/src/models/governance/compliance.rs diff --git a/herodb/rhaibook b/herodb/rhaibook deleted file mode 120000 index 5c66612..0000000 --- a/herodb/rhaibook +++ /dev/null @@ -1 +0,0 @@ -../../rhaj/rhai_engine/rhaibook \ No newline at end of file diff --git a/herodb/rhaiexamples b/herodb/rhaiexamples deleted file mode 120000 index cb8c2f8..0000000 --- a/herodb/rhaiexamples +++ /dev/null @@ -1 +0,0 @@ -../../rhaj/rhai_engine/rhaiexamples \ No newline at end of file diff --git a/herodb/src/_archive/tests/db_integration_test.rs b/herodb/src/_archive/tests/db_integration_test.rs index ef4c3e6..bf92b2e 100644 --- a/herodb/src/_archive/tests/db_integration_test.rs +++ b/herodb/src/_archive/tests/db_integration_test.rs @@ -112,7 +112,11 @@ fn test_company_operations(base_path: &Path) -> Result<(), Box Result<(), Box> { "123-456-7890".to_string(), "www.example.com".to_string(), "123 Example St, Example City".to_string(), - BusinessType::Global, + BusinessType::new(BusinessType::GLOBAL.to_string()) + .unwrap_or_else(|e| { + eprintln!("Warning: {}", e); + BusinessType::new_unchecked(BusinessType::GLOBAL.to_string()) + }), "Technology".to_string(), "An example company".to_string(), CompanyStatus::Active, diff --git a/herodb/src/cmd/dbexample_governance/main.rs b/herodb/src/cmd/dbexample_governance/main.rs index 0ac3b99..1758f4b 100644 --- a/herodb/src/cmd/dbexample_governance/main.rs +++ b/herodb/src/cmd/dbexample_governance/main.rs @@ -47,7 +47,11 @@ fn main() -> Result<(), Box> { "+1-555-123-4567".to_string(), "https://acmecorp.com".to_string(), "123 Main St, Anytown, USA".to_string(), - BusinessType::Coop, + BusinessType::new(BusinessType::COOP.to_string()) + .unwrap_or_else(|e| { + eprintln!("Warning: {}", e); + BusinessType::new_unchecked(BusinessType::COOP.to_string()) + }), "Technology".to_string(), "A leading technology company".to_string(), CompanyStatus::Active, @@ -56,7 +60,7 @@ fn main() -> Result<(), Box> { // Insert the company db.insert(&company)?; println!("Company created: {} (ID: {})", company.name, company.id); - println!("Status: {:?}, Business Type: {:?}", company.status, company.business_type); + println!("Status: {:?}, Business Type: {}", company.status, company.business_type.as_str()); println!("\n2. Creating Users"); println!("---------------"); diff --git a/herodb/src/models/biz/product.rs b/herodb/src/models/biz/product.rs index 65d37a4..ec8a76d 100644 --- a/herodb/src/models/biz/product.rs +++ b/herodb/src/models/biz/product.rs @@ -152,7 +152,7 @@ impl ProductComponentBuilder { } } -/// Product represents a product or service offered by the Freezone +/// Product represents a product or service offered in the system #[derive(Debug, Clone, Serialize, Deserialize)] pub struct Product { pub id: u32, diff --git a/herodb/src/models/governance/GOVERNANCE_ENHANCEMENT_PLAN.md b/herodb/src/models/governance/GOVERNANCE_ENHANCEMENT_PLAN.md deleted file mode 100644 index 8153489..0000000 --- a/herodb/src/models/governance/GOVERNANCE_ENHANCEMENT_PLAN.md +++ /dev/null @@ -1,496 +0,0 @@ -# Governance Module Enhancement Plan (Revised) - -## 1. Current State Analysis - -The governance module currently consists of: -- **Company**: Company model with basic company information -- **Shareholder**: Shareholder model for managing company ownership -- **Meeting**: Meeting and Attendee models for board meetings -- **User**: User model for system users -- **Vote**: Vote, VoteOption, and Ballot models for voting - -All models implement the `Storable` and `SledModel` traits for database integration, but the module has several limitations: -- Not imported in src/models/mod.rs, making it inaccessible to the rest of the project -- No mod.rs file to organize and re-export the types -- No README.md file to document the purpose and usage -- Inconsistent imports across files (e.g., crate::db vs crate::core) -- Limited utility methods and relationships between models -- No integration with other modules like biz, mcc, or circle - -## 2. Planned Enhancements - -### 2.1 Module Organization and Integration - -- Create a mod.rs file to organize and re-export the types -- Add the governance module to src/models/mod.rs -- Create a README.md file to document the purpose and usage -- Standardize imports across all files - -### 2.2 New Models - -#### 2.2.1 Resolution Model - -Create a new `resolution.rs` file with a Resolution model for managing board resolutions: -- Resolution information (title, description, text) -- Resolution status (Draft, Proposed, Approved, Rejected) -- Voting results and approvals -- Integration with Meeting and Vote models - -### 2.3 Enhanced Relationships and Integration - -#### 2.3.1 Integration with Biz Module - -- Link Company with biz::Customer and biz::Contract -- Link Shareholder with biz::Customer -- Link Meeting with biz::Invoice for expense tracking - -#### 2.3.2 Integration with MCC Module - -- Link Meeting with mcc::Calendar and mcc::Event -- Link User with mcc::Contact -- Link Vote with mcc::Message for notifications - -#### 2.3.3 Integration with Circle Module - -- Link Company with circle::Circle for group-based access control -- Link User with circle::Member for role-based permissions - -### 2.4 Utility Methods and Functionality - -- Add filtering and searching methods to all models -- Add relationship management methods between models -- Add validation and business logic methods - -## 3. Implementation Plan - -```mermaid -flowchart TD - A[Review Current Models] --> B[Create mod.rs and Update models/mod.rs] - B --> C[Standardize Imports and Fix Inconsistencies] - C --> D[Create Resolution Model] - D --> E[Implement Integration with Other Modules] - E --> F[Add Utility Methods] - F --> G[Create README.md and Documentation] - G --> H[Write Tests] -``` - -### 3.1 Detailed Changes - -#### 3.1.1 Module Organization - -Create a new `mod.rs` file in the governance directory: - -```rust -pub mod company; -pub mod shareholder; -pub mod meeting; -pub mod user; -pub mod vote; -pub mod resolution; - -// Re-export all model types for convenience -pub use company::{Company, CompanyStatus, BusinessType}; -pub use shareholder::{Shareholder, ShareholderType}; -pub use meeting::{Meeting, Attendee, MeetingStatus, AttendeeRole, AttendeeStatus}; -pub use user::User; -pub use vote::{Vote, VoteOption, Ballot, VoteStatus}; -pub use resolution::{Resolution, ResolutionStatus, Approval}; - -// Re-export database components from db module -pub use crate::db::{SledDB, SledDBError, SledDBResult, Storable, SledModel, DB}; -``` - -Update `src/models/mod.rs` to include the governance module: - -```rust -pub mod biz; -pub mod mcc; -pub mod circle; -pub mod governance; -``` - -#### 3.1.2 Resolution Model (`resolution.rs`) - -```rust -use chrono::{DateTime, Utc}; -use serde::{Deserialize, Serialize}; -use crate::db::{SledModel, Storable, SledDB, SledDBError}; -use crate::models::governance::{Meeting, Vote}; - -/// ResolutionStatus represents the status of a resolution -#[derive(Debug, Clone, Copy, PartialEq, Eq, Serialize, Deserialize)] -pub enum ResolutionStatus { - Draft, - Proposed, - Approved, - Rejected, - Withdrawn, -} - -/// Resolution represents a board resolution -#[derive(Debug, Clone, Serialize, Deserialize, PartialEq)] -pub struct Resolution { - pub id: u32, - pub company_id: u32, - pub meeting_id: Option, - pub vote_id: Option, - pub title: String, - pub description: String, - pub text: String, - pub status: ResolutionStatus, - pub proposed_by: u32, // User ID - pub proposed_at: DateTime, - pub approved_at: Option>, - pub rejected_at: Option>, - pub created_at: DateTime, - pub updated_at: DateTime, - pub approvals: Vec, -} - -/// Approval represents an approval of a resolution by a board member -#[derive(Debug, Clone, Serialize, Deserialize, PartialEq)] -pub struct Approval { - pub id: u32, - pub resolution_id: u32, - pub user_id: u32, - pub name: String, - pub approved: bool, - pub comments: String, - pub created_at: DateTime, -} - -impl Resolution { - /// Create a new resolution with default values - pub fn new( - id: u32, - company_id: u32, - title: String, - description: String, - text: String, - proposed_by: u32, - ) -> Self { - let now = Utc::now(); - Self { - id, - company_id, - meeting_id: None, - vote_id: None, - title, - description, - text, - status: ResolutionStatus::Draft, - proposed_by, - proposed_at: now, - approved_at: None, - rejected_at: None, - created_at: now, - updated_at: now, - approvals: Vec::new(), - } - } - - /// Propose the resolution - pub fn propose(&mut self) { - self.status = ResolutionStatus::Proposed; - self.proposed_at = Utc::now(); - self.updated_at = Utc::now(); - } - - /// Approve the resolution - pub fn approve(&mut self) { - self.status = ResolutionStatus::Approved; - self.approved_at = Some(Utc::now()); - self.updated_at = Utc::now(); - } - - /// Reject the resolution - pub fn reject(&mut self) { - self.status = ResolutionStatus::Rejected; - self.rejected_at = Some(Utc::now()); - self.updated_at = Utc::now(); - } - - /// Add an approval to the resolution - pub fn add_approval(&mut self, user_id: u32, name: String, approved: bool, comments: String) -> &Approval { - let id = if self.approvals.is_empty() { - 1 - } else { - self.approvals.iter().map(|a| a.id).max().unwrap_or(0) + 1 - }; - - let approval = Approval { - id, - resolution_id: self.id, - user_id, - name, - approved, - comments, - created_at: Utc::now(), - }; - - self.approvals.push(approval); - self.updated_at = Utc::now(); - self.approvals.last().unwrap() - } - - /// Link this resolution to a meeting - pub fn link_to_meeting(&mut self, meeting_id: u32) { - self.meeting_id = Some(meeting_id); - self.updated_at = Utc::now(); - } - - /// Link this resolution to a vote - pub fn link_to_vote(&mut self, vote_id: u32) { - self.vote_id = Some(vote_id); - self.updated_at = Utc::now(); - } -} - -// Implement Storable trait (provides default dump/load) -impl Storable for Resolution {} -impl Storable for Approval {} - -// Implement SledModel trait -impl SledModel for Resolution { - fn get_id(&self) -> String { - self.id.to_string() - } - - fn db_prefix() -> &'static str { - "resolution" - } -} -``` - -#### 3.1.3 Enhanced Company Model (`company.rs`) - -Add integration with other modules: - -```rust -impl Company { - // ... existing methods ... - - /// Link this company to a Circle for access control - pub fn link_to_circle(&mut self, circle_id: u32) -> Result<(), SledDBError> { - // Implementation details - self.updated_at = Utc::now(); - Ok(()) - } - - /// Link this company to a Customer in the biz module - pub fn link_to_customer(&mut self, customer_id: u32) -> Result<(), SledDBError> { - // Implementation details - self.updated_at = Utc::now(); - Ok(()) - } - - /// Get all resolutions for this company - pub fn get_resolutions(&self, db: &SledDB) -> Result, SledDBError> { - let all_resolutions = db.list()?; - let company_resolutions = all_resolutions - .into_iter() - .filter(|resolution| resolution.company_id == self.id) - .collect(); - - Ok(company_resolutions) - } -} -``` - -#### 3.1.4 Enhanced Meeting Model (`meeting.rs`) - -Add integration with other modules: - -```rust -impl Meeting { - // ... existing methods ... - - /// Link this meeting to a Calendar Event in the mcc module - pub fn link_to_event(&mut self, event_id: u32) -> Result<(), SledDBError> { - // Implementation details - self.updated_at = Utc::now(); - Ok(()) - } - - /// Get all resolutions discussed in this meeting - pub fn get_resolutions(&self, db: &SledDB) -> Result, SledDBError> { - let all_resolutions = db.list()?; - let meeting_resolutions = all_resolutions - .into_iter() - .filter(|resolution| resolution.meeting_id == Some(self.id)) - .collect(); - - Ok(meeting_resolutions) - } -} -``` - -#### 3.1.5 Enhanced Vote Model (`vote.rs`) - -Add integration with Resolution model: - -```rust -impl Vote { - // ... existing methods ... - - /// Get the resolution associated with this vote - pub fn get_resolution(&self, db: &SledDB) -> Result, SledDBError> { - let all_resolutions = db.list()?; - let vote_resolution = all_resolutions - .into_iter() - .find(|resolution| resolution.vote_id == Some(self.id)); - - Ok(vote_resolution) - } -} -``` - -#### 3.1.6 Create README.md - -Create a README.md file to document the purpose and usage of the governance module. - -## 4. Data Model Diagram - -```mermaid -classDiagram - class Company { - +u32 id - +String name - +String registration_number - +DateTime incorporation_date - +String fiscal_year_end - +String email - +String phone - +String website - +String address - +BusinessType business_type - +String industry - +String description - +CompanyStatus status - +DateTime created_at - +DateTime updated_at - +add_shareholder() - +link_to_circle() - +link_to_customer() - +get_resolutions() - } - - class Shareholder { - +u32 id - +u32 company_id - +u32 user_id - +String name - +f64 shares - +f64 percentage - +ShareholderType type_ - +DateTime since - +DateTime created_at - +DateTime updated_at - +update_shares() - } - - class Meeting { - +u32 id - +u32 company_id - +String title - +DateTime date - +String location - +String description - +MeetingStatus status - +String minutes - +DateTime created_at - +DateTime updated_at - +Vec~Attendee~ attendees - +add_attendee() - +update_status() - +update_minutes() - +find_attendee_by_user_id() - +confirmed_attendees() - +link_to_event() - +get_resolutions() - } - - class User { - +u32 id - +String name - +String email - +String password - +String company - +String role - +DateTime created_at - +DateTime updated_at - } - - class Vote { - +u32 id - +u32 company_id - +String title - +String description - +DateTime start_date - +DateTime end_date - +VoteStatus status - +DateTime created_at - +DateTime updated_at - +Vec~VoteOption~ options - +Vec~Ballot~ ballots - +Vec~u32~ private_group - +add_option() - +add_ballot() - +get_resolution() - } - - class Resolution { - +u32 id - +u32 company_id - +Option~u32~ meeting_id - +Option~u32~ vote_id - +String title - +String description - +String text - +ResolutionStatus status - +u32 proposed_by - +DateTime proposed_at - +Option~DateTime~ approved_at - +Option~DateTime~ rejected_at - +DateTime created_at - +DateTime updated_at - +Vec~Approval~ approvals - +propose() - +approve() - +reject() - +add_approval() - +link_to_meeting() - +link_to_vote() - } - - Company "1" -- "many" Shareholder: has - Company "1" -- "many" Meeting: holds - Company "1" -- "many" Vote: conducts - Company "1" -- "many" Resolution: issues - Meeting "1" -- "many" Attendee: has - Meeting "1" -- "many" Resolution: discusses - Vote "1" -- "many" VoteOption: has - Vote "1" -- "many" Ballot: collects - Vote "1" -- "1" Resolution: decides - Resolution "1" -- "many" Approval: receives -``` - -## 5. Testing Strategy - -1. Unit tests for each model to verify: - - Basic functionality - - Serialization/deserialization - - Utility methods - - Integration with other models -2. Integration tests to verify: - - Database operations with the models - - Relationships between models - - Integration with other modules - -## 6. Future Considerations - -1. **Committee Model**: Add a Committee model in the future if needed -2. **Compliance Model**: Add compliance-related models in the future if needed -3. **API Integration**: Develop REST API endpoints for the governance module -4. **UI Components**: Create UI components for managing governance entities -5. **Reporting**: Implement reporting functionality for governance metrics \ No newline at end of file diff --git a/herodb/src/models/governance/README.md b/herodb/src/models/governance/README.md index cdb9e98..e342d6e 100644 --- a/herodb/src/models/governance/README.md +++ b/herodb/src/models/governance/README.md @@ -1,6 +1,6 @@ -# Governance Module +# Corporate Governance Module -This directory contains the core data structures used in the Freezone Manager governance module. These models serve as the foundation for corporate governance functionality, providing essential data structures for companies, shareholders, meetings, voting, and more. +This directory contains the core data structures used for corporate governance functionality. These models serve as the foundation for managing companies, shareholders, meetings, voting, resolutions, committees, and more in any organizational context. ## Overview @@ -15,52 +15,341 @@ The governance models implement the Serde traits (Serialize/Deserialize) and dat ### Company (`company.rs`) -The Company model represents a company registered in the Freezone: +The Company model represents a company entity with its basic information: - **Company**: Main struct with fields for company information + - Basic details: name, registration number, incorporation date + - Contact information: email, phone, website, address + - Business information: business type, industry, description + - Status tracking: current status, timestamps - **CompanyStatus**: Enum for possible company statuses (Active, Inactive, Suspended) -- **BusinessType**: Enum for possible business types (Coop, Single, Twin, Starter, Global) +- **BusinessType**: String-based type with validation for business types (Corporation, Partnership, LLC, etc.) + +Key methods: +- `add_shareholder()`: Add a shareholder to the company +- `link_to_circle()`: Link the company to a Circle for access control +- `link_to_customer()`: Link the company to a Customer in the biz module +- `get_resolutions()`: Get all resolutions for this company ### Shareholder (`shareholder.rs`) The Shareholder model represents a shareholder of a company: - **Shareholder**: Main struct with fields for shareholder information + - Identifiers: id, company_id, user_id + - Ownership details: shares, percentage + - Type and timestamps: shareholder type, since date, created/updated timestamps - **ShareholderType**: Enum for possible shareholder types (Individual, Corporate) +Key methods: +- `update_shares()`: Update the shares owned by this shareholder + ### Meeting (`meeting.rs`) The Meeting model represents a board meeting of a company: - **Meeting**: Main struct with fields for meeting information + - Basic details: id, company_id, title, date, location, description + - Status and content: meeting status, minutes + - Timestamps and attendees: created/updated timestamps, list of attendees - **Attendee**: Represents an attendee of a meeting + - Details: id, meeting_id, user_id, name, role, status, created timestamp - **MeetingStatus**: Enum for possible meeting statuses (Scheduled, Completed, Cancelled) - **AttendeeRole**: Enum for possible attendee roles (Coordinator, Member, Secretary, etc.) - **AttendeeStatus**: Enum for possible attendee statuses (Confirmed, Pending, Declined) +Key methods: +- `add_attendee()`: Add an attendee to the meeting +- `update_status()`: Update the status of the meeting +- `update_minutes()`: Update the meeting minutes +- `find_attendee_by_user_id()`: Find an attendee by user ID +- `confirmed_attendees()`: Get all confirmed attendees +- `link_to_event()`: Link the meeting to a Calendar Event +- `get_resolutions()`: Get all resolutions discussed in this meeting + ### User (`user.rs`) -The User model represents a user in the Freezone Manager system: +The User model represents a user in the governance system: - **User**: Main struct with fields for user information + - Basic details: id, name, email, password + - Role information: company, role + - Timestamps: created/updated timestamps ### Vote (`vote.rs`) -The Vote model represents a voting item in the Freezone: +The Vote model represents a voting item for corporate decision-making: - **Vote**: Main struct with fields for vote information + - Basic details: id, company_id, title, description + - Timing: start_date, end_date + - Status and timestamps: vote status, created/updated timestamps + - Options and results: list of vote options, list of ballots, private group - **VoteOption**: Represents an option in a vote + - Details: id, vote_id, text, count, min_valid - **Ballot**: Represents a ballot cast by a user + - Details: id, vote_id, user_id, vote_option_id, shares_count, created timestamp - **VoteStatus**: Enum for possible vote statuses (Open, Closed, Cancelled) +Key methods: +- `add_option()`: Add a voting option to this vote +- `add_ballot()`: Add a ballot to this vote +- `get_resolution()`: Get the resolution associated with this vote + +### Resolution (`resolution.rs`) + +The Resolution model represents a board resolution: + +- **Resolution**: Main struct with fields for resolution information + - Identifiers: id, company_id, meeting_id, vote_id + - Content: title, description, text + - Status and tracking: resolution status, proposed_by, proposed_at, approved_at, rejected_at + - Timestamps and approvals: created/updated timestamps, list of approvals +- **Approval**: Represents an approval of a resolution by a board member + - Details: id, resolution_id, user_id, name, approved, comments, created timestamp +- **ResolutionStatus**: Enum for possible resolution statuses (Draft, Proposed, Approved, Rejected, Withdrawn) + +Key methods: +- `propose()`: Propose the resolution +- `approve()`: Approve the resolution +- `reject()`: Reject the resolution +- `withdraw()`: Withdraw the resolution +- `add_approval()`: Add an approval to the resolution +- `find_approval_by_user_id()`: Find an approval by user ID +- `get_approvals()`: Get all approvals +- `approval_count()`: Get approval count +- `rejection_count()`: Get rejection count +- `link_to_meeting()`: Link this resolution to a meeting +- `link_to_vote()`: Link this resolution to a vote +- `get_meeting()`: Get the meeting associated with this resolution +- `get_vote()`: Get the vote associated with this resolution + +### Committee (`committee.rs`) + +The Committee model represents a board committee: + +- **Committee**: Main struct with fields for committee information + - Basic details: id, company_id, name, description, purpose + - Integration: circle_id + - Timestamps and members: created/updated timestamps, list of members +- **CommitteeMember**: Represents a member of a committee + - Details: id, committee_id, user_id, name, role, since, created timestamp +- **CommitteeRole**: Enum for possible committee roles (Chair, ViceChair, Secretary, Member, Advisor, Observer) + +Key methods: +- `add_member()`: Add a member to the committee +- `find_member_by_user_id()`: Find a member by user ID +- `remove_member()`: Remove a member from the committee +- `link_to_circle()`: Link this committee to a Circle for access control +- `get_member_users()`: Get all users who are members of this committee + +## Model Relationships + +The following diagram illustrates the relationships between the governance models: + +```mermaid +graph TD + Company --> |has many| Shareholder + Company --> |has many| Meeting + Company --> |has many| Resolution + Company --> |has many| Vote + Company --> |has many| Committee + + Meeting --> |has many| Attendee + Attendee --> |is a| User + + Resolution --> |can be linked to| Meeting + Resolution --> |can be linked to| Vote + Resolution --> |has many| Approval + + Vote --> |has many| VoteOption + Vote --> |has many| Ballot + Ballot --> |cast by| User + + Committee --> |has many| CommitteeMember + CommitteeMember --> |is a| User +``` + +## Key Relationships + +- **Company-Shareholder**: A company has multiple shareholders who own shares in the company +- **Company-Meeting**: A company holds multiple meetings for governance purposes +- **Company-Resolution**: A company creates resolutions that need to be approved +- **Company-Vote**: A company conducts votes on various matters +- **Company-Committee**: A company can have multiple committees for specialized governance functions +- **Meeting-Resolution**: Resolutions can be discussed and approved in meetings +- **Resolution-Vote**: Resolutions can be subject to formal voting +- **User-Governance**: Users participate in governance as shareholders, meeting attendees, committee members, and by casting votes + +## Integration with Other Modules + +The governance module integrates with other modules in the system: + +### Integration with Biz Module + +- **Company-Customer**: Companies can be linked to customers in the biz module +- **Company-Contract**: Companies can be linked to contracts in the biz module +- **Shareholder-Customer**: Shareholders can be linked to customers in the biz module +- **Meeting-Invoice**: Meetings can be linked to invoices for expense tracking + +### Integration with MCC Module + +- **Meeting-Calendar/Event**: Meetings can be linked to calendar events in the mcc module +- **User-Contact**: Users can be linked to contacts in the mcc module +- **Vote-Message**: Votes can be linked to messages for notifications + +### Integration with Circle Module + +- **Company-Circle**: Companies can be linked to circles for group-based access control +- **User-Member**: Users can be linked to members for role-based permissions + +## Detailed Data Model + +A more detailed class diagram showing the fields and methods of each model: + +```mermaid +classDiagram + class Company { + +u32 id + +String name + +String registration_number + +DateTime incorporation_date + +String fiscal_year_end + +String email + +String phone + +String website + +String address + +BusinessType business_type + +String industry + +String description + +CompanyStatus status + +DateTime created_at + +DateTime updated_at + +add_shareholder() + +link_to_circle() + +link_to_customer() + +get_resolutions() + } + + class Shareholder { + +u32 id + +u32 company_id + +u32 user_id + +String name + +f64 shares + +f64 percentage + +ShareholderType type_ + +DateTime since + +DateTime created_at + +DateTime updated_at + +update_shares() + } + + class Meeting { + +u32 id + +u32 company_id + +String title + +DateTime date + +String location + +String description + +MeetingStatus status + +String minutes + +DateTime created_at + +DateTime updated_at + +Vec~Attendee~ attendees + +add_attendee() + +update_status() + +update_minutes() + +find_attendee_by_user_id() + +confirmed_attendees() + +link_to_event() + +get_resolutions() + } + + class User { + +u32 id + +String name + +String email + +String password + +String company + +String role + +DateTime created_at + +DateTime updated_at + } + + class Vote { + +u32 id + +u32 company_id + +String title + +String description + +DateTime start_date + +DateTime end_date + +VoteStatus status + +DateTime created_at + +DateTime updated_at + +Vec~VoteOption~ options + +Vec~Ballot~ ballots + +Vec~u32~ private_group + +add_option() + +add_ballot() + +get_resolution() + } + + class Resolution { + +u32 id + +u32 company_id + +Option~u32~ meeting_id + +Option~u32~ vote_id + +String title + +String description + +String text + +ResolutionStatus status + +u32 proposed_by + +DateTime proposed_at + +Option~DateTime~ approved_at + +Option~DateTime~ rejected_at + +DateTime created_at + +DateTime updated_at + +Vec~Approval~ approvals + +propose() + +approve() + +reject() + +add_approval() + +link_to_meeting() + +link_to_vote() + } + + class Committee { + +u32 id + +u32 company_id + +String name + +String description + +String purpose + +Option~u32~ circle_id + +DateTime created_at + +DateTime updated_at + +Vec~CommitteeMember~ members + +add_member() + +find_member_by_user_id() + +remove_member() + +link_to_circle() + +get_member_users() + } + + Company "1" -- "many" Shareholder: has + Company "1" -- "many" Meeting: holds + Company "1" -- "many" Vote: conducts + Company "1" -- "many" Resolution: issues + Company "1" -- "many" Committee: establishes + Meeting "1" -- "many" Attendee: has + Meeting "1" -- "many" Resolution: discusses + Vote "1" -- "many" VoteOption: has + Vote "1" -- "many" Ballot: collects + Vote "1" -- "1" Resolution: decides + Resolution "1" -- "many" Approval: receives + Committee "1" -- "many" CommitteeMember: has +``` + ## Usage These models are used by the governance module to manage corporate governance. They are typically accessed through the database handlers that implement the generic SledDB interface. - -## Future Enhancements - -See the [GOVERNANCE_ENHANCEMENT_PLAN.md](./GOVERNANCE_ENHANCEMENT_PLAN.md) file for details on planned enhancements to the governance module, including: - -1. New models for committees, resolutions, and compliance -2. Enhanced relationships with other modules (biz, mcc, circle) -3. Additional utility methods and functionality \ No newline at end of file diff --git a/herodb/src/models/governance/company.rs b/herodb/src/models/governance/company.rs index 0ab0a2c..cda4166 100644 --- a/herodb/src/models/governance/company.rs +++ b/herodb/src/models/governance/company.rs @@ -13,16 +13,60 @@ pub enum CompanyStatus { } /// BusinessType represents the type of a business -#[derive(Debug, Clone, Copy, PartialEq, Eq, Serialize, Deserialize)] -pub enum BusinessType { - Coop, - Single, - Twin, - Starter, - Global, +#[derive(Debug, Clone, PartialEq, Eq, Serialize, Deserialize)] +pub struct BusinessType(pub String); + +impl BusinessType { + pub const CORPORATION: &'static str = "Corporation"; + pub const PARTNERSHIP: &'static str = "Partnership"; + pub const LLC: &'static str = "LLC"; + pub const COOP: &'static str = "Coop"; + pub const SINGLE: &'static str = "Single"; + pub const TWIN: &'static str = "Twin"; + pub const STARTER: &'static str = "Starter"; + pub const GLOBAL: &'static str = "Global"; + + /// Create a new BusinessType, validating that the type is one of the predefined types + pub fn new(type_str: String) -> Result { + if Self::is_valid(&type_str) { + Ok(BusinessType(type_str)) + } else { + Err(format!("Invalid business type: {}. Valid types are: {}", + type_str, Self::valid_types().join(", "))) + } + } + + /// Create a new BusinessType without validation (use with caution) + pub fn new_unchecked(type_str: String) -> Self { + BusinessType(type_str) + } + + /// Get the string value of the business type + pub fn as_str(&self) -> &str { + &self.0 + } + + /// Check if a string is a valid business type + pub fn is_valid(type_str: &str) -> bool { + Self::valid_types().contains(&type_str.to_string()) + } + + /// Get a list of all valid business types + pub fn valid_types() -> Vec { + vec![ + Self::CORPORATION.to_string(), + Self::PARTNERSHIP.to_string(), + Self::LLC.to_string(), + Self::COOP.to_string(), + Self::SINGLE.to_string(), + Self::TWIN.to_string(), + Self::STARTER.to_string(), + Self::GLOBAL.to_string(), + ] + } } -/// Company represents a company registered in the Freezone +/// Company represents a company entity #[derive(Debug, Clone, Serialize, Deserialize, PartialEq)] // Added PartialEq pub struct Company { pub id: u32, diff --git a/herodb/src/models/governance/compliance.rs b/herodb/src/models/governance/compliance.rs deleted file mode 100644 index d3f8bbf..0000000 --- a/herodb/src/models/governance/compliance.rs +++ /dev/null @@ -1,212 +0,0 @@ -use chrono::{DateTime, Utc}; -use serde::{Deserialize, Serialize}; -use crate::db::{SledModel, Storable, SledDB, SledDBError}; -use crate::models::governance::Company; - -/// ComplianceRequirement represents a regulatory requirement -#[derive(Debug, Clone, Serialize, Deserialize, PartialEq)] -pub struct ComplianceRequirement { - pub id: u32, - pub company_id: u32, - pub title: String, - pub description: String, - pub regulation: String, - pub authority: String, - pub deadline: DateTime, - pub status: String, - pub created_at: DateTime, - pub updated_at: DateTime, -} - -/// ComplianceDocument represents a compliance document -#[derive(Debug, Clone, Serialize, Deserialize, PartialEq)] -pub struct ComplianceDocument { - pub id: u32, - pub requirement_id: u32, - pub title: String, - pub description: String, - pub file_path: String, - pub file_type: String, - pub uploaded_by: u32, // User ID - pub uploaded_at: DateTime, - pub created_at: DateTime, - pub updated_at: DateTime, -} - -/// ComplianceAudit represents a compliance audit -#[derive(Debug, Clone, Serialize, Deserialize, PartialEq)] -pub struct ComplianceAudit { - pub id: u32, - pub company_id: u32, - pub title: String, - pub description: String, - pub auditor: String, - pub start_date: DateTime, - pub end_date: DateTime, - pub status: String, - pub findings: String, - pub created_at: DateTime, - pub updated_at: DateTime, -} - -impl ComplianceRequirement { - /// Create a new compliance requirement with default values - pub fn new( - id: u32, - company_id: u32, - title: String, - description: String, - regulation: String, - authority: String, - deadline: DateTime, - ) -> Self { - let now = Utc::now(); - Self { - id, - company_id, - title, - description, - regulation, - authority, - deadline, - status: "Pending".to_string(), - created_at: now, - updated_at: now, - } - } - - /// Update the status of the requirement - pub fn update_status(&mut self, status: String) { - self.status = status; - self.updated_at = Utc::now(); - } - - /// Get the company associated with this requirement - pub fn get_company(&self, db: &SledDB) -> Result { - db.get(&self.company_id.to_string()) - } - - /// Get all documents associated with this requirement - pub fn get_documents(&self, db: &SledDB) -> Result, SledDBError> { - let all_documents = db.list()?; - let requirement_documents = all_documents - .into_iter() - .filter(|doc| doc.requirement_id == self.id) - .collect(); - - Ok(requirement_documents) - } -} - -impl ComplianceDocument { - /// Create a new compliance document with default values - pub fn new( - id: u32, - requirement_id: u32, - title: String, - description: String, - file_path: String, - file_type: String, - uploaded_by: u32, - ) -> Self { - let now = Utc::now(); - Self { - id, - requirement_id, - title, - description, - file_path, - file_type, - uploaded_by, - uploaded_at: now, - created_at: now, - updated_at: now, - } - } - - /// Get the requirement associated with this document - pub fn get_requirement(&self, db: &SledDB) -> Result { - db.get(&self.requirement_id.to_string()) - } -} - -impl ComplianceAudit { - /// Create a new compliance audit with default values - pub fn new( - id: u32, - company_id: u32, - title: String, - description: String, - auditor: String, - start_date: DateTime, - end_date: DateTime, - ) -> Self { - let now = Utc::now(); - Self { - id, - company_id, - title, - description, - auditor, - start_date, - end_date, - status: "Planned".to_string(), - findings: String::new(), - created_at: now, - updated_at: now, - } - } - - /// Update the status of the audit - pub fn update_status(&mut self, status: String) { - self.status = status; - self.updated_at = Utc::now(); - } - - /// Update the findings of the audit - pub fn update_findings(&mut self, findings: String) { - self.findings = findings; - self.updated_at = Utc::now(); - } - - /// Get the company associated with this audit - pub fn get_company(&self, db: &SledDB) -> Result { - db.get(&self.company_id.to_string()) - } -} - -// Implement Storable trait (provides default dump/load) -impl Storable for ComplianceRequirement {} -impl Storable for ComplianceDocument {} -impl Storable for ComplianceAudit {} - -// Implement SledModel trait -impl SledModel for ComplianceRequirement { - fn get_id(&self) -> String { - self.id.to_string() - } - - fn db_prefix() -> &'static str { - "compliance_requirement" - } -} - -impl SledModel for ComplianceDocument { - fn get_id(&self) -> String { - self.id.to_string() - } - - fn db_prefix() -> &'static str { - "compliance_document" - } -} - -impl SledModel for ComplianceAudit { - fn get_id(&self) -> String { - self.id.to_string() - } - - fn db_prefix() -> &'static str { - "compliance_audit" - } -} \ No newline at end of file diff --git a/herodb/src/models/governance/user.rs b/herodb/src/models/governance/user.rs index 55e03e7..51f9a8e 100644 --- a/herodb/src/models/governance/user.rs +++ b/herodb/src/models/governance/user.rs @@ -3,7 +3,7 @@ use serde::{Deserialize, Serialize}; use crate::db::{SledModel, Storable}; // Import Sled traits // use std::collections::HashMap; // Removed unused import -/// User represents a user in the Freezone Manager system +/// User represents a user in the governance system #[derive(Debug, Clone, Serialize, Deserialize)] pub struct User { pub id: u32, diff --git a/herodb/src/models/governance/vote.rs b/herodb/src/models/governance/vote.rs index 93406d5..5922e64 100644 --- a/herodb/src/models/governance/vote.rs +++ b/herodb/src/models/governance/vote.rs @@ -13,7 +13,7 @@ pub enum VoteStatus { Cancelled, } -/// Vote represents a voting item in the Freezone +/// Vote represents a voting item for corporate decision-making #[derive(Debug, Clone, Serialize, Deserialize)] pub struct Vote { pub id: u32,