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Import ClientFlow production v4928.1.5.132.4

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This commit is contained in:
plx
2026-07-29 13:11:01 +00:00
parent 6445044ac6
commit 261d342057
405 changed files with 48373 additions and 1401 deletions
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38
app/jasmin_backfill_service.py
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@@ -105,16 +105,28 @@ def jasmin_document_lifecycle(item: Dict[str, Any]) -> Dict[str, Any]:
if isinstance(line, dict)
).strip()
text_blob = " ".join([status_desc, status_code, line_status]).casefold()
external_type = _as_text(item.get("external_type"))
is_invoice = external_type == "jasmin_invoice"
is_deleted = _field_bool(record, "isDeleted", "deleted")
is_draft = _field_bool(record, "isDraft")
is_completed = _field_bool(record, "statusWasCompleted", "wasCompleted", "completed")
# Quotations/proformas must be open because importing an old converted quote
# can replace the active proposal. Invoices are different: a valid issued
# invoice may be Open, Completed or Paid and still belongs as a downstream
# document of the same process. Only destructive/cancelled invoice states
# should block operator association.
closed_terms = {
"closed", "close", "fechado", "fechada", "completed", "complete", "concluido", "concluído",
"concluida", "concluída", "converted", "convertido", "convertida", "cancelled", "canceled",
"cancelado", "cancelada", "anulado", "anulada", "void", "deleted", "apagado", "apagada",
}
invoice_block_terms = {
"cancelled", "canceled", "cancelado", "cancelada", "anulado", "anulada",
"void", "deleted", "apagado", "apagada",
}
open_terms = {"open", "aberto", "aberta", "active", "ativo", "ativa"}
has_closed_term = any(term in text_blob for term in closed_terms)
has_invoice_block_term = any(term in text_blob for term in invoice_block_terms)
has_open_term = any(term in text_blob for term in open_terms)
# In Jasmin quotations observed in production, documentStatus=1 +
# documentStatusDescription=Open means valid/open. Keep code 1 as a weak
@@ -123,16 +135,23 @@ def jasmin_document_lifecycle(item: Dict[str, Any]) -> Dict[str, Any]:
invalid_reasons: List[str] = []
if is_deleted:
invalid_reasons.append("deleted")
if is_completed:
invalid_reasons.append("completed")
if has_closed_term:
invalid_reasons.append("closed_status")
if is_draft:
invalid_reasons.append("draft")
if is_invoice:
if has_invoice_block_term:
invalid_reasons.append("cancelled_or_void_invoice")
else:
if is_completed:
invalid_reasons.append("completed")
if has_closed_term:
invalid_reasons.append("closed_status")
is_open = (has_open_term or code_open) and not invalid_reasons
is_valid = is_open and _as_text(item.get("external_type")) in {"jasmin_quotation", "jasmin_proforma"}
is_valid = (
(external_type in {"jasmin_quotation", "jasmin_proforma"} and is_open)
or (is_invoice and not invalid_reasons)
)
if not is_valid and not invalid_reasons:
invalid_reasons.append("not_open_or_not_quotation")
invalid_reasons.append("not_open_or_supported_jasmin_document")
label = status_desc or ("Open" if is_open else "Unknown")
return {
"status_label": label,
@@ -559,10 +578,11 @@ def find_jasmin_document_candidates_for_opportunity(opportunity_id: str, *, limi
# If the opportunity already has a Jasmin quotation/proforma, do not show
# older/equal still-open quotations as actionable candidates. They caused
# operators to import ORC.137 after ORC.158 already existed. Newer valid
# documents still appear as replacement candidates.
# operators to import ORC.137 after ORC.158 already existed. Downstream
# invoices are not replacement proposals; keep them visible so operators
# can associate the issued invoice to the same process.
recency_key = _jasmin_item_recency_tuple(item)
if current_latest_key and recency_key <= current_latest_key:
if _as_text(item.get("external_type")) in {"jasmin_quotation", "jasmin_proforma"} and current_latest_key and recency_key <= current_latest_key:
hidden_old_count += 1
continue