Import ClientFlow production v4928.1.5.132.4
This commit is contained in:
plx
229
rules.py
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229
rules.py
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from __future__ import annotations
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from .decision import OpportunityDecision, WorkflowAction
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from .evidence import OpportunityEvidence
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from .profiles import CompanyWorkflowProfile
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from .types import (
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ACTION_CONFIRM_ORDER,
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ACTION_CONFIRM_PAYMENT,
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ACTION_CREATE_QUOTE,
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ACTION_FOLLOW_UP,
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ACTION_FOLLOW_UP_PAYMENT,
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ACTION_NO_ACTION,
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ACTION_PREPARE_ORDER,
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ACTION_RECONCILE_DOCUMENTS,
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ACTION_REVIEW,
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ACTION_SEND_INVOICE,
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ACTION_SHIP_ORDER,
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ACTION_VALIDATE_FISCAL_CUSTOMER,
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ACTION_WAIT_PRODUCTION,
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COMMERCIAL_STAGE_IN_EXECUTION,
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COMMERCIAL_STAGE_PAYMENT_CONFIRMED,
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COMMERCIAL_STAGE_QUOTE_SENT,
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COMMERCIAL_STAGE_REVIEW,
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COMMERCIAL_STAGE_WAITING_PAYMENT,
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COMMERCIAL_STAGE_WON,
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PAYMENT_AFTER_DELIVERY,
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PAYMENT_BEFORE_SHIPPING,
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)
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SENSITIVE_DOCUMENT_ACTIONS = {ACTION_CREATE_QUOTE, ACTION_SEND_INVOICE, ACTION_CONFIRM_PAYMENT}
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def _action(profile: CompanyWorkflowProfile, code: str, description: str = "", **kwargs: object) -> WorkflowAction:
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return WorkflowAction(
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code=code,
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label=profile.action_label(code, kwargs.pop("label", None)),
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description=description or profile.action_description(code, ""),
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**kwargs,
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)
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def _blocked(profile: CompanyWorkflowProfile, code: str, reason: str) -> WorkflowAction:
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return _action(profile, code, can_execute=False, reason_if_blocked=reason)
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def _financial_state(e: OpportunityEvidence) -> str:
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if e.payment_confirmed:
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return "payment_confirmed"
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if e.has_invoice:
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return "invoice_payment_pending"
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if e.has_quote:
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return "quote_payment_pending"
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return "no_document"
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def _physical_state(e: OpportunityEvidence) -> str:
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if e.order_delivered:
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return "delivered"
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if e.order_shipped:
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return "shipped"
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if e.odoo_ready:
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return "ready_to_ship"
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if e.odoo_in_production:
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return "in_production"
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if e.has_odoo_sale:
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return "odoo_sale"
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return "none"
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def _base_warnings(e: OpportunityEvidence) -> list[str]:
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warnings: list[str] = []
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if e.is_reconstructed:
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warnings.append("Registo reconstruído: validar pagamento, valor e documentos antes de executar ações sensíveis.")
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if e.fiscal_identity_validated and not e.fiscal_data_complete:
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warnings.append("Identidade fiscal associada, mas dados fiscais/envio podem estar incompletos.")
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if e.has_nif_conflict or e.has_fiscal_conflict:
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warnings.append("Existe conflito fiscal/NIF: bloquear documentos e pagamentos até validação.")
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if e.has_pending_task and e.pending_task_action_code == ACTION_SEND_INVOICE and e.has_invoice and e.payment_confirmed and e.odoo_in_production:
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warnings.append("Há uma task pendente de envio de fatura, mas a evidência indica fatura existente e produção em curso. Rever se a task está obsoleta ou se falta apenas enviar o PDF ao cliente.")
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return warnings
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def decide_blif_next_action(e: OpportunityEvidence, profile: CompanyWorkflowProfile) -> OpportunityDecision:
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"""BLIF operational rules isolated from DB and HTML.
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Protected sequence for the normal profile:
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information -> quote -> payment -> invoice -> production/shipping.
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The after-delivery payment term relaxes payment as a shipping blocker but
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keeps payment follow-up explicit after shipment/delivery.
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"""
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warnings = _base_warnings(e)
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blocked_actions: list[WorkflowAction] = []
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available_actions: list[WorkflowAction] = []
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if e.is_terminal:
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next_action = _action(profile, ACTION_NO_ACTION, target_url=f"/opportunities/{e.opportunity_id}" if e.opportunity_id else None)
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return OpportunityDecision(
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next_action=next_action,
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reason="A oportunidade está concluída/fechada.",
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warnings=warnings,
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commercial_stage=COMMERCIAL_STAGE_WON,
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financial_state=_financial_state(e),
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physical_state=_physical_state(e),
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profile_name=profile.name,
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decision_version=profile.version,
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)
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if e.has_nif_conflict or e.has_fiscal_conflict:
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blocked_actions.extend(_blocked(profile, code, "conflito fiscal/NIF") for code in SENSITIVE_DOCUMENT_ACTIONS)
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next_action = _action(profile, ACTION_REVIEW, "Resolver conflito fiscal/NIF antes de avançar.", priority="alta", target_url=f"/opportunities/{e.opportunity_id}#cliente" if e.opportunity_id else None)
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return OpportunityDecision(next_action, "Conflito fiscal/NIF bloqueia ações financeiras.", blocked_actions=blocked_actions, warnings=warnings, commercial_stage=COMMERCIAL_STAGE_REVIEW, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
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if not e.has_fiscal_customer:
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blocked_actions.extend(_blocked(profile, code, "cliente fiscal por associar") for code in SENSITIVE_DOCUMENT_ACTIONS)
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next_action = _action(profile, ACTION_VALIDATE_FISCAL_CUSTOMER, "Associar/validar cliente fiscal antes de documentos oficiais.", priority="alta", target_url=f"/opportunities/{e.opportunity_id}#cliente" if e.opportunity_id else None)
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return OpportunityDecision(next_action, "Cliente fiscal ainda não associado.", blocked_actions=blocked_actions, warnings=warnings, commercial_stage=COMMERCIAL_STAGE_REVIEW, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
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if e.has_reconciliation_candidate:
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next_action = _action(profile, ACTION_RECONCILE_DOCUMENTS, f"Confirmar evidência encontrada: {e.reconciliation_label or 'documento/candidato'}.", priority="alta", target_url="/reconciliation")
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return OpportunityDecision(next_action, "Há evidência de reconciliação por validar.", warnings=warnings, commercial_stage=COMMERCIAL_STAGE_REVIEW, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
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if not e.has_quote and not e.has_invoice:
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next_action = _action(profile, ACTION_CREATE_QUOTE, "Criar/enviar orçamento antes de pedir pagamento ou emitir fatura.", target_url=f"/opportunities/{e.opportunity_id}#documentos" if e.opportunity_id else None)
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available_actions.append(next_action)
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return OpportunityDecision(next_action, "Ainda não há orçamento/fatura associado.", available_actions=available_actions, warnings=warnings, commercial_stage=COMMERCIAL_STAGE_REVIEW, financial_state="no_document", physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
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if e.payment_terms == PAYMENT_AFTER_DELIVERY:
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if e.order_delivered and not e.payment_confirmed:
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next_action = _action(profile, ACTION_FOLLOW_UP_PAYMENT, "Encomenda entregue com pagamento pós-entrega pendente.", priority="alta", target_url=f"/opportunities/{e.opportunity_id}#operacao" if e.opportunity_id else None)
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return OpportunityDecision(next_action, "Pagamento pós-entrega deve ser acompanhado depois da entrega.", warnings=warnings, commercial_stage=COMMERCIAL_STAGE_IN_EXECUTION, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
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if e.order_shipped and not e.payment_confirmed:
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next_action = _action(profile, ACTION_FOLLOW_UP_PAYMENT, "Encomenda enviada; agendar/acompanhar pagamento pós-entrega.", priority="normal", target_url=f"/opportunities/{e.opportunity_id}#operacao" if e.opportunity_id else None)
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return OpportunityDecision(next_action, "Pagamento pós-entrega pendente após envio.", warnings=warnings, commercial_stage=COMMERCIAL_STAGE_IN_EXECUTION, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
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if not e.has_odoo_sale:
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next_action = _action(profile, ACTION_PREPARE_ORDER, "Pagamento após entrega: criar/associar venda Odoo e avançar preparação sem exigir pagamento confirmado.", priority="alta", target_url=f"/opportunities/{e.opportunity_id}#odoo" if e.opportunity_id else None)
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return OpportunityDecision(next_action, "Condição pós-entrega permite avançar Odoo/preparação sem pagamento prévio.", warnings=warnings, commercial_stage=COMMERCIAL_STAGE_IN_EXECUTION, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
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if e.odoo_in_production and not e.order_shipped:
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next_action = _action(profile, ACTION_WAIT_PRODUCTION, "Pagamento após entrega: venda Odoo criada; aguardar produção/preparação.", priority="normal", target_url=f"/opportunities/{e.opportunity_id}#odoo" if e.opportunity_id else None)
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return OpportunityDecision(next_action, "Aguardar produção/preparação no Odoo; pagamento será acompanhado depois.", warnings=warnings, commercial_stage=COMMERCIAL_STAGE_IN_EXECUTION, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
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if e.odoo_ready and not e.order_shipped:
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next_action = _action(profile, ACTION_SHIP_ORDER, "Pagamento após entrega: encomenda pronta; criar envio/tracking.", priority="alta", target_url=f"/opportunities/{e.opportunity_id}#odoo" if e.opportunity_id else None)
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return OpportunityDecision(next_action, "Pagamento não bloqueia envio porque a condição é pós-entrega.", warnings=warnings, commercial_stage=COMMERCIAL_STAGE_IN_EXECUTION, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
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# Default/BLIF normal sequence: budget document, payment, invoice, then preparation/shipping.
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if e.payment_terms in {PAYMENT_BEFORE_SHIPPING, "", "undefined", "agreement"} and e.has_quote and not e.payment_confirmed:
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next_action = _action(
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profile,
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ACTION_CONFIRM_PAYMENT,
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f"Orçamento {e.quote_number or ''} associado. Confirmar pagamento antes de emitir fatura.",
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priority="alta",
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target_url=f"/opportunities/{e.opportunity_id}#operacao" if e.opportunity_id else None,
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document_id=e.quote_id,
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document_number=e.quote_number,
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)
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available_actions.append(next_action)
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return OpportunityDecision(next_action, "Fluxo normal BLIF exige pagamento confirmado depois do orçamento e antes da fatura.", available_actions=available_actions, warnings=warnings, commercial_stage=COMMERCIAL_STAGE_WAITING_PAYMENT, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
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if e.payment_confirmed and not e.has_invoice and e.has_fiscal_customer and not e.fiscal_data_complete:
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blocked_actions.append(_blocked(profile, ACTION_SEND_INVOICE, "dados fiscais incompletos"))
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next_action = _action(
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profile,
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ACTION_VALIDATE_FISCAL_CUSTOMER,
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"Pagamento confirmado, mas faltam dados fiscais obrigatórios antes de emitir/enviar a fatura.",
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label="Completar dados fiscais",
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priority="alta",
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target_url=f"/opportunities/{e.opportunity_id}#cliente" if e.opportunity_id else None,
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)
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return OpportunityDecision(next_action, "Pagamento confirmado com dados fiscais incompletos; bloquear emissão de fatura até completar a ficha fiscal.", blocked_actions=blocked_actions, warnings=warnings, commercial_stage=COMMERCIAL_STAGE_REVIEW, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
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if e.payment_confirmed and not e.has_invoice:
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next_action = _action(
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profile,
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ACTION_SEND_INVOICE,
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f"Pagamento confirmado com base em {e.quote_number or 'orçamento'}. Emitir/enviar fatura de seguida.",
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priority="alta",
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target_url=f"/opportunities/{e.opportunity_id}#documentos" if e.opportunity_id else None,
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document_id=e.quote_id,
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document_number=e.quote_number,
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)
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return OpportunityDecision(next_action, "Pagamento confirmado e ainda não há fatura associada.", warnings=warnings, commercial_stage=COMMERCIAL_STAGE_PAYMENT_CONFIRMED, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
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if e.has_invoice and not e.payment_confirmed and e.payment_terms != PAYMENT_AFTER_DELIVERY:
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next_action = _action(
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profile,
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ACTION_CONFIRM_PAYMENT,
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f"Fatura {e.invoice_number or ''} associada; confirmar pagamento antes de envio/preparação final.",
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priority="alta",
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target_url=f"/opportunities/{e.opportunity_id}#operacao" if e.opportunity_id else None,
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document_id=e.invoice_id,
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document_number=e.invoice_number,
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)
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return OpportunityDecision(next_action, "Fatura existe mas pagamento ainda não está confirmado.", warnings=warnings, commercial_stage=COMMERCIAL_STAGE_WAITING_PAYMENT, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
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# A fatura pode já existir no Jasmin mas ainda faltar enviá-la ao cliente.
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# Isto é uma ação de comunicação/documento diferente de “criar fatura” e
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# deve aparecer antes de aguardar produção, sobretudo quando há task
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# SEND_INVOICE pendente com anexo disponível.
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if e.has_invoice and e.payment_confirmed and (e.invoice_sent is False or e.pending_task_action_code == ACTION_SEND_INVOICE):
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next_action = _action(
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profile,
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ACTION_SEND_INVOICE,
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f"Fatura {e.invoice_number or ''} criada/associada. Enviar PDF ao cliente; depois acompanhar produção/preparação.",
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priority="alta",
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target_url=f"/tasks/{e.pending_task_id}" if e.pending_task_id and e.pending_task_action_code == ACTION_SEND_INVOICE else (f"/opportunities/{e.opportunity_id}#documentos" if e.opportunity_id else None),
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document_id=e.invoice_id,
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document_number=e.invoice_number,
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)
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return OpportunityDecision(next_action, "Fatura existe, mas o envio ao cliente ainda não está confirmado.", warnings=warnings, commercial_stage=COMMERCIAL_STAGE_PAYMENT_CONFIRMED, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
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if e.has_invoice and e.payment_confirmed and e.odoo_in_production:
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next_action = _action(profile, ACTION_WAIT_PRODUCTION, f"Fatura {e.invoice_number or ''} e pagamento confirmados; Odoo ainda está em produção/preparação.", priority="normal", target_url=f"/opportunities/{e.opportunity_id}#odoo" if e.opportunity_id else None, document_id=e.invoice_id, document_number=e.invoice_number)
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return OpportunityDecision(next_action, "Aguardar conclusão da produção/preparação no Odoo.", warnings=warnings, commercial_stage=COMMERCIAL_STAGE_IN_EXECUTION, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
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if e.has_invoice and e.payment_confirmed and e.odoo_ready and not e.order_shipped:
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next_action = _action(profile, ACTION_SHIP_ORDER, "Encomenda pronta; criar envio/tracking.", priority="alta", target_url=f"/opportunities/{e.opportunity_id}#odoo" if e.opportunity_id else None)
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return OpportunityDecision(next_action, "Pagamento/fatura OK e encomenda pronta para envio.", warnings=warnings, commercial_stage=COMMERCIAL_STAGE_IN_EXECUTION, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
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if e.has_invoice and e.payment_confirmed and not e.has_odoo_sale:
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next_action = _action(profile, ACTION_PREPARE_ORDER, f"Fatura {e.invoice_number or ''} e pagamento confirmados. Criar/validar venda Odoo e preparação.", priority="alta", target_url=f"/opportunities/{e.opportunity_id}#odoo" if e.opportunity_id else None)
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return OpportunityDecision(next_action, "Fatura e pagamento OK; falta validar execução/Odoo.", warnings=warnings, commercial_stage=COMMERCIAL_STAGE_IN_EXECUTION, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
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if e.order_delivered and e.payment_confirmed:
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next_action = _action(profile, ACTION_NO_ACTION, "Pagamento confirmado e encomenda entregue.", priority="baixa", target_url=f"/opportunities/{e.opportunity_id}" if e.opportunity_id else None)
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return OpportunityDecision(next_action, "Processo aparentemente concluído.", warnings=warnings, commercial_stage=COMMERCIAL_STAGE_WON, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
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next_action = _action(profile, ACTION_FOLLOW_UP, "Rever tarefas, documentos e próximos contactos.", priority="baixa", target_url=f"/opportunities/{e.opportunity_id}" if e.opportunity_id else None)
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return OpportunityDecision(next_action, "Sem regra específica aplicável; manter em acompanhamento.", warnings=warnings, commercial_stage=COMMERCIAL_STAGE_QUOTE_SENT, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
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