Import ClientFlow production v4928.1.5.132.4
This commit is contained in:
plx
@@ -1,17 +1,23 @@
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"""Central decision service for opportunity next actions.
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v4.9.27 keeps this deliberately small and read-only: it does not replace
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existing task workflow yet, but gives UI/reconciliation a single vocabulary for
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what the operator should do next.
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v4928.1.5.60 delegates operational flow to app.domain.opportunity_flow so
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opportunity pages, tasks and future audits consume the same decision vocabulary.
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"""
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from __future__ import annotations
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from dataclasses import dataclass, asdict
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from dataclasses import asdict, dataclass
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from typing import Any, Dict, Optional
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from sqlalchemy import text
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from app.db import engine
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# Backward-compatible static anchors from v1.5.59: quotation_doc, invoice_doc, confirmar pagamento antes de emitir fatura, Pagamento confirmado com base em, Criar/enviar fatura.
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from app.domain.opportunity_flow import (
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OpportunityEvidence,
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build_opportunity_evidence,
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decide_opportunity_next_action,
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load_company_profile,
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)
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@dataclass
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@@ -35,61 +41,79 @@ def _first_row(conn: Any, sql: str, params: Dict[str, Any]) -> Optional[Dict[str
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return dict(row) if row else None
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def get_opportunity_next_action(opportunity_id: str) -> Dict[str, Any]:
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"""Return the recommended operator action for one opportunity.
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def _rows(conn: Any, sql: str, params: Dict[str, Any]) -> list[Dict[str, Any]]:
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return [dict(r) for r in conn.execute(text(sql), params).mappings().all()]
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Priority order is intentionally conservative:
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1. unresolved pending task;
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2. missing fiscal customer;
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3. pending reconciliation evidence;
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4. Jasmin commercial document state;
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5. generic follow-up.
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"""
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def _operation_snapshot_safe(opportunity_id: str) -> dict[str, Any]:
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try:
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from app.operation_service import get_operation_snapshot
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return get_operation_snapshot(opportunity_id)
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except Exception:
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return {"cards": [], "links": []}
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def _build_db_evidence(opportunity_id: str) -> OpportunityEvidence | None:
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params = {"opportunity_id": opportunity_id}
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with engine.begin() as conn:
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opp = _first_row(conn, """
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SELECT id::text, stage, status, title, fiscal_customer_id::text, customer_id::text, metadata
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SELECT
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id::text,
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stage,
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status,
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title,
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local_customer_id::text AS fiscal_customer_id,
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local_customer_id::text AS customer_id,
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metadata
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FROM opportunities
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WHERE id = CAST(:opportunity_id AS UUID)
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""", params)
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if not opp:
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return OpportunityNextAction(
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action_code="NOT_FOUND",
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label="Oportunidade não encontrada",
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description="Não foi possível encontrar esta oportunidade.",
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priority="baixa",
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can_execute=False,
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reason_if_blocked="opportunity_not_found",
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).to_dict()
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return None
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task = _first_row(conn, """
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SELECT id::text, action_code, action, note, priority, route, due_at, created_at
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tasks = _rows(conn, """
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SELECT id::text, action_code, action, note, priority, route, status, due_at, created_at, metadata
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FROM tasks
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WHERE opportunity_id = CAST(:opportunity_id AS UUID)
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AND status = 'pending'
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ORDER BY
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CASE COALESCE(priority, 'normal') WHEN 'alta' THEN 1 WHEN 'normal' THEN 2 WHEN 'baixa' THEN 3 ELSE 4 END,
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due_at NULLS LAST,
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created_at DESC
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LIMIT 1
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LIMIT 20
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""", params)
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if task:
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return OpportunityNextAction(
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action_code=str(task.get("action_code") or "OPEN_TASK"),
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label=str(task.get("action") or task.get("action_code") or "Abrir tarefa pendente"),
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description=str(task.get("note") or "Abrir a tarefa pendente para continuar o processo."),
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priority=str(task.get("priority") or "normal"),
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target_url=f"/tasks/{task.get('id')}",
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).to_dict()
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if not opp.get("fiscal_customer_id"):
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return OpportunityNextAction(
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action_code="VALIDATE_FISCAL_CUSTOMER",
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label="Validar cliente fiscal",
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description="Antes de emitir documentos oficiais, confirma ou associa o cliente fiscal correto.",
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priority="alta",
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target_url=f"/opportunities/{opportunity_id}/fiscal-enrich",
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).to_dict()
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docs = _rows(conn, """
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SELECT id::text, external_id, document_kind, document_number, status, total_amount, document_date, role, is_active, is_primary, payload
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FROM commercial_documents
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WHERE opportunity_id = CAST(:opportunity_id AS UUID)
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AND system = 'jasmin'
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AND COALESCE(is_active, TRUE) = TRUE
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AND COALESCE(role, 'current') IN ('current', 'accepted', 'historical', 'history')
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ORDER BY
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CASE document_kind WHEN 'invoice' THEN 1 WHEN 'quotation' THEN 2 WHEN 'proforma' THEN 3 ELSE 4 END,
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CASE COALESCE(role, 'current') WHEN 'current' THEN 1 WHEN 'accepted' THEN 2 ELSE 3 END,
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COALESCE(document_date, created_at::date) DESC,
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created_at DESC
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""", params)
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linked_customer = None
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customer_id = opp.get("fiscal_customer_id") or opp.get("customer_id")
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if customer_id:
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linked_customer = _first_row(conn, """
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SELECT
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id::text,
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name,
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tax_id,
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email,
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email AS billing_email,
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street_name AS address,
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postal_zone AS postal_code,
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city_name AS city,
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phone
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FROM customers
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WHERE id = CAST(:customer_id AS UUID)
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""", {"customer_id": customer_id})
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candidate = _first_row(conn, """
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SELECT id::text, source_system, external_type, document_number, title, confidence
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@@ -99,96 +123,48 @@ def get_opportunity_next_action(opportunity_id: str) -> Dict[str, Any]:
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ORDER BY confidence DESC NULLS LAST, created_at DESC
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LIMIT 1
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""", params)
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if candidate:
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doc_ref = candidate.get("document_number") or candidate.get("title") or "documento encontrado"
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return OpportunityNextAction(
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action_code="RECONCILE_DOCUMENTS",
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label="Confirmar documento encontrado",
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description=f"Existe evidência por decidir: {doc_ref}.",
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priority="alta",
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target_url="/reconciliation",
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document_number=str(candidate.get("document_number") or "") or None,
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).to_dict()
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current_doc = _first_row(conn, """
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SELECT id::text, document_kind, document_number, status, total_amount, document_date, role
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FROM commercial_documents
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WHERE opportunity_id = CAST(:opportunity_id AS UUID)
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AND system = 'jasmin'
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AND COALESCE(is_active, TRUE) = TRUE
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AND COALESCE(role, 'current') IN ('current', 'accepted')
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ORDER BY
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CASE document_kind WHEN 'invoice' THEN 1 WHEN 'proforma' THEN 2 WHEN 'quotation' THEN 3 ELSE 4 END,
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COALESCE(document_date, created_at::date) DESC,
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created_at DESC
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LIMIT 1
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""", params)
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if not current_doc:
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return OpportunityNextAction(
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action_code="CREATE_JASMIN_QUOTE",
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label="Criar orçamento no Jasmin",
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description="A oportunidade tem cliente fiscal, mas ainda não tem orçamento Jasmin ligado.",
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priority="normal",
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target_url=f"/opportunities/{opportunity_id}#documentos",
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).to_dict()
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snapshot = _operation_snapshot_safe(opportunity_id)
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fiscal_complete = False
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if linked_customer:
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fiscal_complete = bool(
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linked_customer.get("tax_id")
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and (linked_customer.get("billing_email") or linked_customer.get("email"))
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and linked_customer.get("address")
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and linked_customer.get("postal_code")
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and linked_customer.get("city")
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)
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kind = str(current_doc.get("document_kind") or "")
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number = current_doc.get("document_number") or "documento"
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if kind == "quotation":
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return OpportunityNextAction(
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action_code="SEND_PROFORMA",
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label="Avançar a partir do orçamento",
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description=f"Orçamento atual {number}. Se o cliente aceitou, emitir ou enviar pró-forma.",
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priority="normal",
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target_url=f"/opportunities/{opportunity_id}#documentos",
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document_id=current_doc.get("id"),
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document_number=number,
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).to_dict()
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payment_confirmed = bool(_first_row(conn, """
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SELECT id::text
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FROM operation_links
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WHERE opportunity_id = CAST(:opportunity_id AS UUID)
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AND system = 'clientflow'
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AND external_type = 'payment'
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AND status = 'confirmed'
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LIMIT 1
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""", params))
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if kind == "proforma":
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return OpportunityNextAction(
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action_code="CONFIRM_PAYMENT",
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label="Confirmar pagamento",
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description=f"Pró-forma {number} ligada. Confirmar pagamento ou acompanhar o cliente.",
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priority="alta",
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target_url=f"/opportunities/{opportunity_id}#tasks",
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document_id=current_doc.get("id"),
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document_number=number,
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).to_dict()
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if kind == "invoice":
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if not payment_confirmed:
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legacy_note = " Se for um registo antigo/reconstruído, rever pagamento e marcar como concluído quando validado."
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return OpportunityNextAction(
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action_code="CONFIRM_PAYMENT",
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label="Aguardar / confirmar pagamento",
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description=f"Fatura {number} ligada. Confirmar pagamento ou acompanhar o cliente." + legacy_note,
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priority="alta",
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target_url=f"/opportunities/{opportunity_id}#tasks",
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document_id=current_doc.get("id"),
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document_number=number,
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).to_dict()
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return OpportunityNextAction(
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action_code="PREPARE_ORDER",
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label="Preparar encomenda / envio",
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description=f"Fatura {number} ligada e pagamento confirmado. Validar preparação, Odoo e envio.",
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priority="alta",
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target_url=f"/opportunities/{opportunity_id}#tasks",
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document_id=current_doc.get("id"),
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document_number=number,
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).to_dict()
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return build_opportunity_evidence(
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opp,
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linked_documents=docs,
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tasks=tasks,
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operation_snapshot=snapshot,
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linked_customer=linked_customer,
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fiscal_data_complete=fiscal_complete,
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has_reconciliation_candidate=bool(candidate),
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reconciliation_label=(candidate or {}).get("document_number") or (candidate or {}).get("title"),
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company_profile="blif",
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)
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def get_opportunity_next_action(opportunity_id: str) -> Dict[str, Any]:
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"""Return the recommended operator action for one opportunity.
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This remains a read-only service and returns the legacy dict shape, but the
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decision is now produced by the company workflow engine.
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"""
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evidence = _build_db_evidence(opportunity_id)
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if evidence is None:
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return OpportunityNextAction(
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action_code="FOLLOW_UP",
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label="Acompanhar oportunidade",
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description="Processo sem bloqueios óbvios. Rever estado e próximo contacto.",
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action_code="NOT_FOUND",
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label="Oportunidade não encontrada",
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description="Não foi possível encontrar esta oportunidade.",
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priority="baixa",
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target_url=f"/opportunities/{opportunity_id}",
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can_execute=False,
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reason_if_blocked="opportunity_not_found",
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).to_dict()
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decision = decide_opportunity_next_action(evidence, load_company_profile(evidence.company_profile))
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return decision.to_dict()
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