Import ClientFlow production v4928.1.5.132.4

2026-07-29 13:11:01 +00:00
parent 6445044ac6
commit 261d342057
405 changed files with 48373 additions and 1401 deletions
--- a/scripts/sync_closed_opportunity_followups.py
+++ b/scripts/sync_closed_opportunity_followups.py
@@ -0,0 +1,119 @@
+#!/usr/bin/env python3
+"""Close pending follow-up tasks on terminal opportunities.
+
+Read-only by default. With --apply, marks pending FOLLOW_UP_* tasks as skipped
+when the linked opportunity is already closed/concluded/lost/no-interest.
+"""
+from __future__ import annotations
+
+import argparse
+import json
+from typing import Any
+
+from sqlalchemy import text
+
+from app.db import engine
+
+FOLLOW_UP_ACTIONS = (
+    "FOLLOW_UP_QUOTE",
+    "FOLLOW_UP_PROFORMA",
+    "FOLLOW_UP_PAYMENT",
+    "FOLLOW_UP_CUSTOMER_REVIEW",
+    "FOLLOW_UP_GENERIC",
+)
+
+TERMINAL_STAGES = ("WON", "LOST", "NO_INTEREST", "DELIVERED")
+
+
+def _json(value: Any) -> str:
+    return json.dumps(value or {}, ensure_ascii=False, default=str)
+
+
+def find_candidates(limit: int) -> list[dict[str, Any]]:
+    with engine.begin() as conn:
+        rows = conn.execute(text("""
+            SELECT
+                t.id::text AS task_id,
+                t.created_at,
+                t.due_at,
+                t.route,
+                t.action_code,
+                t.action,
+                t.note,
+                t.status AS task_status,
+                t.priority,
+                t.opportunity_id::text,
+                o.title AS opportunity_title,
+                o.customer_name,
+                o.stage AS opportunity_stage,
+                o.status AS opportunity_status,
+                o.closed_at
+            FROM tasks t
+            JOIN opportunities o ON o.id = t.opportunity_id
+            WHERE t.status = 'pending'
+              AND t.action_code IN (
+                'FOLLOW_UP_QUOTE',
+                'FOLLOW_UP_PROFORMA',
+                'FOLLOW_UP_PAYMENT',
+                'FOLLOW_UP_CUSTOMER_REVIEW',
+                'FOLLOW_UP_GENERIC'
+              )
+              AND (
+                o.status = 'closed'
+                OR o.stage IN ('WON', 'LOST', 'NO_INTEREST', 'DELIVERED')
+              )
+            ORDER BY t.due_at NULLS LAST, t.created_at DESC
+            LIMIT :limit
+        """), {"limit": int(limit)}).mappings().all()
+    return [dict(row) for row in rows]
+
+
+def apply_candidate(task_id: str, *, actor: str = "sync_closed_opportunity_followups") -> int:
+    patch = {
+        "auto_closed_follow_up": True,
+        "auto_closed_reason": "opportunity_already_terminal",
+        "auto_closed_by": actor,
+    }
+    with engine.begin() as conn:
+        result = conn.execute(text("""
+            UPDATE tasks
+            SET status = 'skipped',
+                done_at = COALESCE(done_at, now()),
+                done_by = CAST(:actor AS TEXT),
+                updated_at = now(),
+                metadata = COALESCE(metadata, '{}'::jsonb) || CAST(:metadata_patch AS JSONB)
+            WHERE id = CAST(:task_id AS UUID)
+              AND status = 'pending'
+              AND action_code IN (
+                'FOLLOW_UP_QUOTE',
+                'FOLLOW_UP_PROFORMA',
+                'FOLLOW_UP_PAYMENT',
+                'FOLLOW_UP_CUSTOMER_REVIEW',
+                'FOLLOW_UP_GENERIC'
+              )
+        """), {"task_id": task_id, "actor": actor, "metadata_patch": _json(patch)})
+    return int(getattr(result, "rowcount", 0) or 0)
+
+
+def main() -> int:
+    parser = argparse.ArgumentParser()
+    parser.add_argument("--apply", action="store_true")
+    parser.add_argument("--limit", type=int, default=100)
+    args = parser.parse_args()
+
+    rows = find_candidates(args.limit)
+    print(f"Follow-ups pendentes em oportunidades terminais: {len(rows)}")
+    updated = 0
+    for row in rows:
+        print("-", row["task_id"], row["action_code"], row["opportunity_stage"], row["opportunity_status"], row["opportunity_title"])
+        if args.apply:
+            updated += apply_candidate(row["task_id"])
+    if args.apply:
+        print(f"updated: {updated}")
+    else:
+        print("dry-run: usa --apply para fechar estes follow-ups.")
+    return 1 if rows and not args.apply else 0
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())