app/models/goal_models.py

from pydantic import BaseModel, Field
from typing import List, Dict, Optional, Any
from datetime import datetime
from enum import Enum

class RiskTolerance(str, Enum):
    CONSERVATIVE = "Conservative"
    MODERATE = "Moderate"
    AGGRESSIVE = "Aggressive"

class InvestmentExperience(str, Enum):
    BEGINNER = "Beginner"
    INTERMEDIATE = "Intermediate"
    ADVANCED = "Advanced"

class TaxBracket(str, Enum):
    TEN_PERCENT = "10%"
    TWENTY_PERCENT = "20%"
    THIRTY_PERCENT = "30%"

class PriorityLevel(str, Enum):
    LOW = "Low"
    MEDIUM = "Medium"
    HIGH = "High"
    CRITICAL = "Critical"

class ClientProfile(BaseModel):
    age: int = Field(ge=18, le=100)
    monthly_income: float = Field(gt=0)
    risk_tolerance: RiskTolerance
    investment_experience: InvestmentExperience
    tax_bracket: TaxBracket
    monthly_savings: float = Field(gt=0)

class InvestmentGoal(BaseModel):
    name: str
    amount: float = Field(gt=0)
    inflation_adjusted_amount: float = Field(gt=0)
    years: int = Field(ge=1, le=40)
    priority: PriorityLevel
    required_sip: float = Field(ge=0)
    expected_inflation: float = Field(ge=0, le=20)
    id: int

class GoalsDashboard(BaseModel):
    goals: List[InvestmentGoal]
    total_required_sip: float
    monthly_savings: float
    shortfall: float
    surplus: float

class SIPCalculationRequest(BaseModel):
    monthly_amount: float = Field(gt=0)
    annual_return: float = Field(ge=0)
    years: int = Field(ge=1)

class SIPCalculationResponse(BaseModel):
    maturity_amount: float
    total_invested: float
    gains: float
    return_multiple: float
    yearly_breakdown: Optional[List[Dict[str, Any]]] = None

class RequiredSIPRequest(BaseModel):
    target_amount: float = Field(gt=0)
    years: int = Field(ge=1)
    expected_return: float = Field(ge=0)

class RequiredSIPResponse(BaseModel):
    required_sip: float

class GoalsDashboardRequest(BaseModel):
    goals: List[InvestmentGoal]
    monthly_savings: float