Field Reference — Annual Planning

AnnualPlan

Field	Type	Required	Default	Validation	Description
id	Integer	Auto	Auto-increment	—	Unique identifier
org_id	Integer	Auto	From session	—	Organization
title	String	✅	—	Max 255 chars	Plan name
year	Integer	✅	—	2020–2099	Fiscal year
description	Text	No	—	Max 5,000 chars	Plan overview
status	Enum	Auto	Draft	Draft, Under Review, Approved, In Progress, Completed, Revised	Current status
owner_id	Integer	Auto	Current user	—	Plan owner (typically CAE)
version	Integer	Auto	1	—	Plan version number
approved_by	Integer	No	null	—	Approving user
approved_at	Timestamp	No	null	—	Approval timestamp
total_hours	Integer	Auto	0	—	Sum of all plan item hours
completion_pct	Float	Auto	0.0	0.0–100.0	Overall completion percentage
created_at	Timestamp	Auto	Current time	—	Creation timestamp
updated_at	Timestamp	Auto	Current time	—	Last modification

PlanItem

Field	Type	Required	Default	Validation	Description
id	Integer	Auto	Auto-increment	—	Unique identifier
plan_id	Integer	✅	—	Must reference existing plan	Parent plan
title	String	✅	—	Max 255 chars	Engagement name
universe_item_id	Integer	✅	—	Must reference existing universe item	Linked entity
type	Enum	✅	—	Compliance, Operational, Financial, IT, Special	Engagement type
priority_score	Float	Auto	Calculated	0.0–100.0	Risk-based priority
planned_quarter	Enum	✅	—	Q1, Q2, Q3, Q4	Target quarter
estimated_hours	Integer	No	0	0–10,000	Budgeted hours
lead_auditor_id	Integer	No	null	—	Assigned lead
status	Enum	Auto	Planned	Planned, In Progress, Completed, Deferred, Cancelled	Item status
engagement_id	Integer	No	null	—	Created engagement (when executed)