Classification of portfolio purpose. More...

Collaboration diagram for purpose_type:

Public Attributes
int	version = 0
	Version number for optimistic locking and change tracking.

utility::uuid::tenant_id	tenant_id = utility::uuid::tenant_id::system()
	Tenant identifier for multi-tenancy isolation.

std::string	code
	Unique purpose type code.

std::string	name
	Human-readable name for the purpose type.

std::string	description
	Detailed description of the purpose type.

int	display_order
	Order for UI display purposes.

std::string	modified_by
	Username of the person who last modified this purpose type.

std::string	performed_by
	Username of the account that performed this action.

std::string	change_reason_code
	Code identifying the reason for the change.

std::string	change_commentary
	Free-text commentary explaining the change.

std::chrono::system_clock::time_point	recorded_at
	Timestamp when this version of the record was recorded.

Detailed Description

Classification of portfolio purpose.

Reference data table defining valid purpose type values. Examples: 'Hedging', 'Trading', 'Investment'.

Purpose types are managed by the system tenant and are used to classify the intent of portfolio records.

Member Data Documentation

std::string code

Unique purpose type code.

Examples: 'Hedging', 'Trading', 'Investment'.

std::string change_reason_code

Code identifying the reason for the change.

References change_reasons table (soft FK).