843 lines
49 KiB
Python
843 lines
49 KiB
Python
#!/usr/bin/env python3
|
|
"""Read-only BLIF Flow v2 projection against the isolated shadow snapshot."""
|
|
from __future__ import annotations
|
|
|
|
import json
|
|
import re
|
|
from collections import Counter, defaultdict
|
|
from dataclasses import replace
|
|
from datetime import datetime, timezone
|
|
from pathlib import Path
|
|
from typing import Any, Iterable
|
|
|
|
from sqlalchemy import text
|
|
|
|
from app.db import engine
|
|
from app.domain.opportunity_flow.v2 import (
|
|
EffectiveOperationalDecision,
|
|
derive_business_facts, derive_effective_operational_action,
|
|
derive_safe_operational_action, derive_v2_operational_queue,
|
|
suppress_duplicate_representation,
|
|
)
|
|
from app.operations_service import get_operations_summary
|
|
from app.opportunity_next_action_service import get_opportunity_next_actions
|
|
from app.opportunity_service import list_opportunities
|
|
|
|
|
|
PROJECTION = Path("/tmp/blif_flow_v2_projection.json")
|
|
COMPARISON = Path("/tmp/blif_flow_v2_operations_comparison.txt")
|
|
AMBIGUOUS = Path("/tmp/blif_flow_v2_ambiguous_cases.json")
|
|
PROMOTIONS = Path("/tmp/blif_flow_v2_promotions_audit.json")
|
|
INVOICE_WITHOUT_PAYMENT = Path("/tmp/blif_flow_v2_invoice_without_payment.json")
|
|
REVIEW_AUDIT = Path("/tmp/blif_flow_v2_review_audit.json")
|
|
BACKLOG_DELTA = Path("/tmp/blif_flow_v2_backlog_delta.json")
|
|
CURRENT_DELTA = Path("/tmp/blif_flow_v2_current_delta.json")
|
|
MATERIAL_IDENTITY = Path("/tmp/blif_flow_v2_material_identity.json")
|
|
TERMINAL = {"WON", "LOST", "NO_INTEREST", "ARCHIVED", "COMPLETED", "CLOSED"}
|
|
ORDER_INTENT = re.compile(r"\b(quero|queremos|pretendo|pretendemos|aceito|aceitamos|adjudic|encomendar|encomenda|avançar|avancar|proceder)\b", re.I)
|
|
ORDER_CHANGE_VERB = re.compile(r"\b(alterar|alteração|alteracao|mudar|mudança|mudanca|trocar|substituir|corrigir|retificar)\b", re.I)
|
|
ORDER_CHANGE_SUBJECT = re.compile(r"\b(produto|modelo|quantidade|morada|entrega|nif|fiscal|faturação|faturacao|condições|condicoes)\b", re.I)
|
|
QUOTE_REQUEST = re.compile(r"\b(preço|preco|orçamento|orcamento|cotação|cotacao|proposta|quote)\b", re.I)
|
|
PAYMENT_PROOF = re.compile(r"\b(comprovativo|transferência|transferencia|pagamento efetuado|pago|liquidado)\b", re.I)
|
|
SIMULATION_AT = datetime(2026, 8, 15, tzinfo=timezone.utc)
|
|
|
|
|
|
def _s(value: Any) -> str:
|
|
return str(value or "").strip()
|
|
|
|
|
|
def _dt(value: Any) -> datetime | None:
|
|
if isinstance(value, datetime):
|
|
return value if value.tzinfo else value.replace(tzinfo=timezone.utc)
|
|
if not value:
|
|
return None
|
|
try:
|
|
parsed = datetime.fromisoformat(str(value).replace("Z", "+00:00"))
|
|
return parsed if parsed.tzinfo else parsed.replace(tzinfo=timezone.utc)
|
|
except ValueError:
|
|
return None
|
|
|
|
|
|
def _jsonable(value: Any) -> Any:
|
|
if isinstance(value, datetime):
|
|
return value.isoformat()
|
|
if isinstance(value, dict):
|
|
return {key: _jsonable(item) for key, item in value.items()}
|
|
if isinstance(value, (list, tuple)):
|
|
return [_jsonable(item) for item in value]
|
|
return value
|
|
|
|
|
|
def _compact(value: Any, limit: int = 260) -> str:
|
|
result = re.sub(r"\s+", " ", _s(value))
|
|
return result if len(result) <= limit else result[: limit - 1].rstrip() + "…"
|
|
|
|
|
|
def _payload(value: Any) -> dict[str, Any]:
|
|
if isinstance(value, dict):
|
|
return value
|
|
if isinstance(value, str) and value.strip():
|
|
try:
|
|
parsed = json.loads(value)
|
|
return parsed if isinstance(parsed, dict) else {}
|
|
except ValueError:
|
|
pass
|
|
return {}
|
|
|
|
|
|
def _group(rows: Iterable[dict[str, Any]], key: str = "opportunity_id") -> dict[str, list[dict[str, Any]]]:
|
|
result: dict[str, list[dict[str, Any]]] = defaultdict(list)
|
|
for row in rows:
|
|
result[_s(row.get(key))].append(dict(row))
|
|
return result
|
|
|
|
|
|
def _load() -> dict[str, Any]:
|
|
with engine.connect() as conn:
|
|
conn = conn.execution_options(isolation_level="AUTOCOMMIT")
|
|
identity = conn.execute(text(
|
|
"SELECT current_database(), current_user, current_setting('transaction_read_only')"
|
|
)).one()
|
|
if tuple(identity) != ("clientflow_codex_shadow", "clientflow_codex", "on"):
|
|
raise RuntimeError(f"refusing unexpected database identity: {identity!r}")
|
|
conn.execute(text("BEGIN READ ONLY"))
|
|
try:
|
|
opportunities = [dict(row) for row in conn.execute(text("""
|
|
SELECT o.*, o.id::text AS id, o.local_customer_id::text,
|
|
c.name AS linked_customer_name, c.tax_id, c.email AS fiscal_email,
|
|
c.street_name, c.postal_zone, c.city_name, c.phone AS fiscal_phone
|
|
FROM opportunities o LEFT JOIN customers c ON c.id=o.local_customer_id
|
|
ORDER BY o.created_at, o.id
|
|
""")).mappings()]
|
|
tasks = [dict(row) for row in conn.execute(text("""
|
|
SELECT id::text, opportunity_id::text, action_code, action, note, status,
|
|
due_at, created_at, done_at, metadata
|
|
FROM tasks WHERE opportunity_id IS NOT NULL ORDER BY created_at
|
|
""")).mappings()]
|
|
messages = [dict(row) for row in conn.execute(text("""
|
|
SELECT o.id::text AS opportunity_id, m.id::text, m.direction,
|
|
COALESCE(m.clean_body,m.raw_body,'') AS body, m.created_at,
|
|
m.source_system, m.metadata
|
|
FROM opportunities o JOIN messages m ON m.conversation_id=o.conversation_id
|
|
WHERE m.source_system IN ('chatwoot','chatwoot_backfill')
|
|
ORDER BY m.created_at
|
|
""")).mappings()]
|
|
communications = [dict(row) for row in conn.execute(text("""
|
|
SELECT id::text, opportunity_id::text, direction, classification, subject,
|
|
body, status, created_at, metadata
|
|
FROM communications WHERE opportunity_id IS NOT NULL ORDER BY created_at
|
|
""")).mappings()]
|
|
documents = [dict(row) for row in conn.execute(text("""
|
|
SELECT DISTINCT ON (COALESCE(l.opportunity_id,d.opportunity_id),d.id)
|
|
COALESCE(l.opportunity_id,d.opportunity_id)::text AS opportunity_id,
|
|
d.id::text, d.document_kind, d.document_type, d.document_number,
|
|
d.external_id, d.status, d.payload, d.created_at, d.updated_at,
|
|
COALESCE(l.relationship, CASE WHEN d.is_primary THEN 'PRIMARY' ELSE d.role END, 'PRIMARY') AS relationship,
|
|
l.ended_at
|
|
FROM commercial_documents d
|
|
LEFT JOIN opportunity_document_links l ON l.document_id=d.id AND l.ended_at IS NULL
|
|
WHERE COALESCE(l.opportunity_id,d.opportunity_id) IS NOT NULL
|
|
ORDER BY COALESCE(l.opportunity_id,d.opportunity_id),d.id,l.updated_at DESC NULLS LAST
|
|
""")).mappings()]
|
|
links = [dict(row) for row in conn.execute(text("""
|
|
SELECT id::text, opportunity_id::text, system, external_type, external_id,
|
|
external_name, status, payload, created_at, updated_at, last_synced_at
|
|
FROM operation_links ORDER BY created_at
|
|
""")).mappings()]
|
|
reconciliation = [dict(row) for row in conn.execute(text("""
|
|
SELECT id::text, opportunity_id::text, title, description, document_number,
|
|
status, suggested_action, confidence, payload, created_at
|
|
FROM reconciliation_items
|
|
WHERE status IN ('open','needs_review','conflict') ORDER BY created_at
|
|
""")).mappings()]
|
|
finally:
|
|
conn.execute(text("ROLLBACK"))
|
|
return {
|
|
"identity": {"database": identity[0], "user": identity[1], "transaction_read_only": identity[2]},
|
|
"opportunities": opportunities, "tasks": _group(tasks), "messages": _group(messages),
|
|
"communications": _group(communications), "documents": _group(documents),
|
|
"links": _group(links), "reconciliation": _group(reconciliation),
|
|
"all_reconciliation": reconciliation,
|
|
}
|
|
|
|
|
|
def _event(row: dict[str, Any]) -> dict[str, Any]:
|
|
return {
|
|
"id": row.get("id"), "at": _jsonable(row.get("created_at")),
|
|
"direction": row.get("direction"), "classification": row.get("classification"),
|
|
"text": _compact(row.get("body") or row.get("subject")),
|
|
}
|
|
|
|
|
|
def _derive_record(opp: dict[str, Any], data: dict[str, Any], v1: dict[str, Any], v1_item: dict[str, Any] | None) -> dict[str, Any]:
|
|
oid = _s(opp["id"])
|
|
messages = data["messages"].get(oid, [])
|
|
comms = data["communications"].get(oid, [])
|
|
tasks = data["tasks"].get(oid, [])
|
|
docs = data["documents"].get(oid, [])
|
|
links = data["links"].get(oid, [])
|
|
recons = data["reconciliation"].get(oid, [])
|
|
events = sorted(messages + comms, key=lambda row: _dt(row.get("created_at")) or datetime.min.replace(tzinfo=timezone.utc))
|
|
inbound = [row for row in events if _s(row.get("direction")).lower() == "inbound"]
|
|
outbound = [row for row in events if _s(row.get("direction")).lower() == "outbound"]
|
|
latest_in, latest_out = (inbound[-1] if inbound else None), (outbound[-1] if outbound else None)
|
|
inbound_text = "\n".join(_s(row.get("body") or row.get("subject")) for row in inbound)
|
|
inbound_classes = {_s(row.get("classification")).upper() for row in inbound}
|
|
request_kind = "quote" if inbound_classes & {"SEND_QUOTE", "SEND_PROFORMA"} or QUOTE_REQUEST.search(inbound_text) else "info"
|
|
order_rows = [row for row in inbound if _s(row.get("classification")).upper() in {"SEND_PROFORMA", "CONFIRM_PAYMENT", "SEND_INVOICE"}
|
|
or ORDER_INTENT.search(_s(row.get("body") or row.get("subject")))]
|
|
order_intent_at = _dt(order_rows[-1].get("created_at")) if order_rows else None
|
|
|
|
current_docs = [row for row in docs if _s(row.get("relationship")).upper() == "PRIMARY"
|
|
and _s(row.get("status")).lower() not in {"cancelled", "canceled", "failed"}]
|
|
proformas = [row for row in current_docs if _s(row.get("document_kind")).lower() in {"quotation", "quote", "proforma"}
|
|
and _s(row.get("status")).lower() != "converted"]
|
|
invoices = [row for row in current_docs if _s(row.get("document_kind")).lower() == "invoice"]
|
|
proforma = proformas[-1] if proformas else None
|
|
invoice = invoices[-1] if invoices else None
|
|
doc_number = _s((proforma or {}).get("document_number") or (proforma or {}).get("external_id"))
|
|
proforma_payload = _payload((proforma or {}).get("payload"))
|
|
sent_outbound = next((row for row in reversed(outbound) if doc_number and doc_number.casefold() in _s(row.get("body") or row.get("subject")).casefold()), None)
|
|
proforma_sent = bool(proforma and (
|
|
(proforma or {}).get("sent_at") or proforma_payload.get("sent_at") or proforma_payload.get("clientflow_sent_evidence")
|
|
or _s((proforma or {}).get("status")).lower() in {"sent", "issued_sent"} or sent_outbound
|
|
))
|
|
|
|
payment_links = [row for row in links if row.get("system") == "clientflow" and row.get("external_type") == "payment"]
|
|
payment = next((row for row in reversed(payment_links) if _s(row.get("status")).lower() == "confirmed"), None)
|
|
payment_proof_rows = [row for row in inbound if _s(row.get("classification")).upper() == "CONFIRM_PAYMENT"
|
|
or PAYMENT_PROOF.search(_s(row.get("body") or row.get("subject")))]
|
|
odoo_sales = [row for row in links if row.get("system") == "odoo" and row.get("external_type") == "sale_order"
|
|
and _s(row.get("status")).lower() not in {"not_found", "no_order", "cancelled"}]
|
|
validation = [row for row in links if row.get("system") == "odoo" and row.get("external_type") in {"physical_validation", "physical_status"}
|
|
and _s(row.get("status")).lower() in {"validated", "ready_to_ship", "shipped", "done", "delivered"}]
|
|
fulfilled = any(row.get("external_type") in {"physical_status", "delivery"} and _s(row.get("status")).lower() in {"shipped", "done", "delivered"} for row in links)
|
|
|
|
change_rows = [
|
|
row for row in inbound
|
|
if ORDER_CHANGE_VERB.search(_s(row.get("body") or row.get("subject")))
|
|
and ORDER_CHANGE_SUBJECT.search(_s(row.get("body") or row.get("subject")))
|
|
]
|
|
change_at = _dt(change_rows[-1].get("created_at")) if change_rows else None
|
|
proforma_at = _dt((proforma or {}).get("created_at"))
|
|
material_change = bool(change_at and proforma_at and change_at > proforma_at)
|
|
fiscal_complete = bool(opp.get("local_customer_id") and opp.get("tax_id") and opp.get("fiscal_email")
|
|
and opp.get("street_name") and opp.get("postal_zone") and opp.get("city_name"))
|
|
fiscal_conflict = bool((_payload(opp.get("metadata")).get("fiscal_conflict") or _payload(opp.get("metadata")).get("has_nif_conflict")))
|
|
blockers = []
|
|
if fiscal_conflict:
|
|
blockers.append("Conflicting fiscal/NIF evidence.")
|
|
conflict_recons = [row for row in recons if _s(row.get("status")).lower() in {"needs_review", "conflict"}]
|
|
if conflict_recons:
|
|
blockers.append("Unresolved document reconciliation conflict.")
|
|
reconstructed = _s(_payload(opp.get("metadata")).get("clientflow_record_mode")) in {
|
|
"reconstructed_invoice_review", "historical_reconstructed", "legacy_review"
|
|
} or any(marker in _s(opp.get("title")).casefold() for marker in ("processo reconstruído", "sem oportunidade"))
|
|
if reconstructed and not (invoice or payment or odoo_sales):
|
|
blockers.append("Reconstructed process lacks corroborating structured evidence.")
|
|
if invoice and not payment:
|
|
blockers.append("Structured invoice exists without confirmed payment evidence; correction/reconstruction flow is unspecified.")
|
|
if odoo_sales and (not payment or not invoice):
|
|
blockers.append("Odoo execution evidence exists without the mandatory linked payment and invoice evidence.")
|
|
|
|
status = _s(opp.get("status")).upper()
|
|
stage = _s(opp.get("stage")).upper()
|
|
lost = status in {"LOST", "NO_INTEREST"} or stage in {"LOST", "NO_INTEREST", "ARCHIVED"}
|
|
info_sent = bool(latest_out and (not latest_in or _dt(latest_out.get("created_at")) >= _dt(latest_in.get("created_at"))))
|
|
followup_satisfied = any(
|
|
_s(task.get("status")).lower() == "pending" and _s(task.get("action_code")).upper().startswith("FOLLOW_UP_")
|
|
and latest_in and _dt(latest_in.get("created_at")) > (_dt(task.get("created_at")) or datetime.max.replace(tzinfo=timezone.utc))
|
|
for task in tasks
|
|
)
|
|
sparse = not events and not current_docs and not links
|
|
review_required = (
|
|
bool(material_change and (payment or invoice)) or (reconstructed and sparse)
|
|
or bool(invoice and not payment) or bool(odoo_sales and (not payment or not invoice))
|
|
)
|
|
facts = derive_business_facts(
|
|
opportunity_id=oid, terminal=status in TERMINAL or stage in TERMINAL, explicitly_lost=lost,
|
|
review_required=review_required, fiscal_blocked=fiscal_conflict,
|
|
document_reconciliation_required=False, customer_request=bool(inbound),
|
|
request_kind=request_kind, latest_relevant_inbound_at=_dt((latest_in or {}).get("created_at")),
|
|
latest_relevant_outbound_at=_dt((latest_out or {}).get("created_at")), info_or_offer_sent=info_sent,
|
|
order_intent=bool(order_rows), order_intent_at=order_intent_at, fiscal_identity_evidence=fiscal_complete,
|
|
proforma_exists=bool(proforma), proforma_sent=proforma_sent, proforma_created_at=proforma_at,
|
|
proforma_sent_at=_dt((sent_outbound or {}).get("created_at")), potential_payment_evidence=bool(payment_proof_rows and not payment),
|
|
payment_confirmed=bool(payment), payment_confirmed_at=_dt((payment or {}).get("created_at")),
|
|
invoice_exists=bool(invoice), invoice_created_at=_dt((invoice or {}).get("created_at")),
|
|
odoo_order_exists=bool(odoo_sales), odoo_order_validated=bool(validation), fulfillment_complete=fulfilled,
|
|
material_order_change=material_change, material_order_change_at=change_at,
|
|
later_customer_inbound_satisfies_followup=followup_satisfied, blockers=blockers,
|
|
audit_task_codes=[f"{task.get('action_code')}:{task.get('status')}" for task in tasks],
|
|
)
|
|
decision = derive_v2_operational_queue(facts)
|
|
confidence = decision.confidence
|
|
ambiguity = []
|
|
if sparse and not lost:
|
|
confidence = "low"
|
|
ambiguity.append("No message, structured document, payment, or Odoo evidence is linked.")
|
|
if stage in {"QUOTE_SENT", "PROFORMA_SENT", "WAITING_PAYMENT"} and not proforma:
|
|
confidence = "low"
|
|
ambiguity.append("V1 stage suggests a formal offer, but no current structured proforma is linked.")
|
|
if stage == "PAYMENT_CONFIRMED" and not payment:
|
|
confidence = "low"
|
|
ambiguity.append("V1 stage says payment confirmed, but no confirmed payment operation link exists.")
|
|
if stage in {"WON", "SHIPPED", "ODOO_ORDER_CREATED", "IN_PRODUCTION"} and not odoo_sales:
|
|
confidence = "low"
|
|
ambiguity.append("V1 stage implies execution, but no Odoo sale-order link exists.")
|
|
decision = replace(decision, confidence=confidence)
|
|
v1_action = _s((v1_item or {}).get("current_action_code") or v1.get("action_code")) or None
|
|
v1_queue = _s((v1_item or {}).get("operational_queue")) or "not_current"
|
|
pending = [task for task in tasks if _s(task.get("status")).lower() == "pending"]
|
|
call_task = next((task for task in pending if _s(task.get("action_code")).upper() == "CALL_CUSTOMER"), None)
|
|
call_due = bool(call_task and (not _dt(call_task.get("due_at")) or _dt(call_task.get("due_at")) <= SIMULATION_AT))
|
|
followup_codes = (
|
|
{"FOLLOW_UP_CUSTOMER_REVIEW", "FOLLOW_UP_QUOTE", "FOLLOW_UP_PROFORMA"}
|
|
if decision.business_state == "AWAITING_CUSTOMER"
|
|
else {"FOLLOW_UP_PAYMENT"} if decision.business_state == "AWAITING_PAYMENT" else set()
|
|
)
|
|
followup_task = next((
|
|
task for task in pending if _s(task.get("action_code")).upper() in followup_codes
|
|
), None)
|
|
followup_satisfied_now = bool(
|
|
followup_task and latest_in
|
|
and _dt(latest_in.get("created_at")) > (_dt(followup_task.get("created_at")) or SIMULATION_AT)
|
|
) or bool(followup_task and payment and _dt(payment.get("created_at")) > (_dt(followup_task.get("created_at")) or SIMULATION_AT))
|
|
followup_due = bool(
|
|
followup_task and not followup_satisfied_now and _dt(followup_task.get("due_at"))
|
|
and _dt(followup_task.get("due_at")) <= SIMULATION_AT
|
|
)
|
|
followup_future = bool(
|
|
followup_task and not followup_satisfied_now and _dt(followup_task.get("due_at"))
|
|
and _dt(followup_task.get("due_at")) > SIMULATION_AT
|
|
)
|
|
formal_doc_for_reconciliation = bool(current_docs)
|
|
reconciliation_blocking = bool(
|
|
formal_doc_for_reconciliation
|
|
and (conflict_recons or v1_action == "RECONCILE_DOCUMENTS")
|
|
)
|
|
fiscal_required = decision.next_action in {"CREATE_PROFORMA", "CREATE_INVOICE"}
|
|
if blockers and any("conflict" in blocker.casefold() or "without confirmed payment" in blocker.casefold() for blocker in blockers):
|
|
diagnostic_status = "conflicting_evidence"
|
|
elif sparse or (reconstructed and not (invoice and payment)) or (odoo_sales and (not invoice or not payment)):
|
|
diagnostic_status = "incomplete_history"
|
|
elif ambiguity:
|
|
diagnostic_status = "ambiguous"
|
|
else:
|
|
diagnostic_status = "clear"
|
|
raw = derive_effective_operational_action(
|
|
decision,
|
|
integration_exception=v1_queue == "exception",
|
|
scheduled_call_current=call_due,
|
|
due_followup_action=_s((followup_task or {}).get("action_code")).upper() if followup_due else None,
|
|
future_followup_action=_s((followup_task or {}).get("action_code")).upper() if followup_future else None,
|
|
fiscal_complete=fiscal_complete,
|
|
fiscal_required=fiscal_required,
|
|
reconciliation_blocking=reconciliation_blocking,
|
|
diagnostic_status=diagnostic_status,
|
|
)
|
|
strong_current_evidence = bool(
|
|
raw.precedence in {"integration_exception", "scheduled_call", "document_prerequisite", "fiscal_prerequisite"}
|
|
or (decision.business_state in {"REVIEW_REQUIRED", "FISCAL_BLOCKED", "EXCEPTION"}
|
|
and diagnostic_status == "conflicting_evidence")
|
|
or followup_due
|
|
or (decision.next_action in {"SEND_PROFORMA"} and proforma)
|
|
or (decision.next_action == "CONFIRM_PAYMENT" and payment_proof_rows)
|
|
or (decision.next_action == "CREATE_INVOICE" and payment)
|
|
or (decision.next_action in {"PREPARE_ORDER", "VALIDATE_ODOO_ORDER", "COMPLETE_OPPORTUNITY"} and invoice and payment)
|
|
or (decision.next_action == "CREATE_PROFORMA" and order_rows and not proforma)
|
|
or (decision.next_action in {"SEND_INFO", "SEND_QUOTE"} and latest_in
|
|
and (not latest_out or _dt(latest_in.get("created_at")) > _dt(latest_out.get("created_at"))))
|
|
or decision.operational_queue in {"waiting", "not_current"}
|
|
)
|
|
safe = derive_safe_operational_action(
|
|
raw, v1_action=v1_action, v1_queue=v1_queue,
|
|
strong_current_evidence=strong_current_evidence,
|
|
)
|
|
raw_v2 = raw.to_dict()
|
|
safe_v2 = safe.to_dict()
|
|
v2_action = raw.effective_operational_action
|
|
if decision.business_state == "REVIEW_REQUIRED":
|
|
classification = "REVIEW_REQUIRED"
|
|
elif ambiguity:
|
|
classification = "AMBIGUOUS"
|
|
elif v1_action == v2_action and v1_queue == raw.effective_operational_queue:
|
|
classification = "UNCHANGED"
|
|
elif v1_queue in {"do_now", "review", "exception"} and raw.effective_operational_queue in {"waiting", "not_current"}:
|
|
classification = "DEMOTED_TO_WAITING"
|
|
elif v1_queue in {"waiting", "backlog", "not_current"} and raw.effective_operational_queue in {"do_now", "review", "exception"}:
|
|
classification = "PROMOTED_TO_CURRENT"
|
|
else:
|
|
classification = "ACTION_CHANGED"
|
|
|
|
return _jsonable({
|
|
"opportunity_id": oid, "title": opp.get("title"),
|
|
"customer": opp.get("linked_customer_name") or opp.get("customer_name") or opp.get("customer_email"),
|
|
"v1": {"commercial_stage": opp.get("stage"), "lifecycle_state": opp.get("lifecycle_state"),
|
|
"current_action": v1_action, "operational_queue": v1_queue,
|
|
"reason": (v1_item or {}).get("eligibility_reason_code") or v1.get("reason")},
|
|
"raw_v2": raw_v2, "safe_v2": safe_v2,
|
|
# Compatibility alias for first-iteration report consumers.
|
|
"v2": raw_v2, "classification": classification,
|
|
"evidence": {
|
|
"latest_relevant_inbound": _event(latest_in) if latest_in else None,
|
|
"latest_relevant_outbound": _event(latest_out) if latest_out else None,
|
|
"order_intent": [_event(row) for row in order_rows[-3:]],
|
|
"fiscal_customer_identity": {"complete": fiscal_complete, "customer_id": _s(opp.get("local_customer_id")), "tax_id_present": bool(opp.get("tax_id"))},
|
|
"proforma": [{key: _jsonable(row.get(key)) for key in ("id", "external_id", "document_kind", "document_number", "status", "relationship", "created_at")} for row in proformas],
|
|
"payment": [{key: _jsonable(row.get(key)) for key in ("id", "status", "external_name", "created_at")} for row in payment_links],
|
|
"invoice": [{key: _jsonable(row.get(key)) for key in ("id", "external_id", "document_number", "status", "relationship", "created_at")} for row in invoices],
|
|
"odoo": [{key: _jsonable(row.get(key)) for key in ("id", "external_type", "external_id", "external_name", "status", "created_at")} for row in links if row.get("system") == "odoo"],
|
|
"blockers": blockers, "pending_tasks_for_audit_only": [
|
|
{key: _jsonable(task.get(key)) for key in ("id", "action_code", "status", "due_at", "created_at")} for task in tasks if task.get("status") == "pending"
|
|
], "ambiguity": ambiguity, "strong_current_evidence": strong_current_evidence,
|
|
"reconciliation_blocking": reconciliation_blocking,
|
|
"fiscal_required_for_transition": fiscal_required,
|
|
"scheduled_call_current": call_due,
|
|
"followup_due": followup_due, "followup_future": followup_future,
|
|
"followup_satisfied": followup_satisfied_now,
|
|
"diagnostic_status": diagnostic_status,
|
|
"is_reconstructed": reconstructed,
|
|
"reconciliation": [{
|
|
"id": row.get("id"), "document_number": row.get("document_number"),
|
|
"status": row.get("status"), "created_at": _jsonable(row.get("created_at")),
|
|
} for row in recons],
|
|
"material_order_change_evidence": [_event(row) for row in change_rows[-3:]],
|
|
},
|
|
})
|
|
|
|
|
|
def _material_keys(row: dict[str, Any]) -> set[str]:
|
|
evidence = row["evidence"]
|
|
keys = set()
|
|
for link in evidence.get("odoo", []):
|
|
if link.get("external_type") != "sale_order":
|
|
continue
|
|
if _s(link.get("external_id")):
|
|
keys.add(f"odoo_sale_id:{_s(link['external_id']).casefold()}")
|
|
sale_name = _s(link.get("external_name"))
|
|
if sale_name and re.fullmatch(r"[A-Z]{1,4}[-/]?[0-9]{2,}", sale_name, re.I):
|
|
keys.add(f"odoo_sale_name:{sale_name.casefold()}")
|
|
for kind in ("invoice", "proforma"):
|
|
for doc in evidence.get(kind, []):
|
|
if _s(doc.get("external_id")):
|
|
keys.add(f"jasmin_{kind}_id:{_s(doc['external_id']).casefold()}")
|
|
if _s(doc.get("document_number")):
|
|
keys.add(f"jasmin_{kind}_number:{_s(doc['document_number']).casefold()}")
|
|
return keys
|
|
|
|
|
|
def _apply_material_identity(records: list[dict[str, Any]]) -> list[dict[str, Any]]:
|
|
parent = {row["opportunity_id"]: row["opportunity_id"] for row in records}
|
|
|
|
def find(value: str) -> str:
|
|
while parent[value] != value:
|
|
parent[value] = parent[parent[value]]
|
|
value = parent[value]
|
|
return value
|
|
|
|
def union(left: str, right: str) -> None:
|
|
a, b = find(left), find(right)
|
|
if a != b:
|
|
parent[b] = a
|
|
|
|
by_key: dict[str, list[str]] = defaultdict(list)
|
|
for row in records:
|
|
keys = sorted(_material_keys(row))
|
|
row["material_identity_keys"] = keys
|
|
for key in keys:
|
|
by_key[key].append(row["opportunity_id"])
|
|
for ids in by_key.values():
|
|
for oid in ids[1:]:
|
|
union(ids[0], oid)
|
|
groups: dict[str, list[dict[str, Any]]] = defaultdict(list)
|
|
for row in records:
|
|
groups[find(row["opportunity_id"])].append(row)
|
|
|
|
report = []
|
|
for group in groups.values():
|
|
if len(group) < 2:
|
|
row = group[0]
|
|
row["material_process_key"] = next(iter(row["material_identity_keys"]), f"opportunity:{row['opportunity_id']}")
|
|
row["canonical_process_id"] = row["opportunity_id"]
|
|
row["duplicate_process_ids"] = []
|
|
continue
|
|
|
|
def score(row: dict[str, Any]) -> tuple[int, str]:
|
|
evidence = row["evidence"]
|
|
value = 0
|
|
value += 50 if not evidence.get("is_reconstructed") else 0
|
|
value += 20 if evidence.get("invoice") else 0
|
|
value += 20 if evidence.get("payment") else 0
|
|
value += 15 if evidence.get("proforma") else 0
|
|
value += 15 if any(link.get("external_type") == "sale_order" for link in evidence.get("odoo", [])) else 0
|
|
value += 10 if evidence.get("latest_relevant_inbound") or evidence.get("latest_relevant_outbound") else 0
|
|
value += 8 if "processo reconstruído" in _s(row.get("title")).casefold() else 0
|
|
value -= 8 if "sem oportunidade" in _s(row.get("title")).casefold() else 0
|
|
return value, row["opportunity_id"]
|
|
|
|
canonical = max(group, key=score)
|
|
common = set(canonical["material_identity_keys"])
|
|
for row in group:
|
|
common &= set(row["material_identity_keys"])
|
|
preferred = sorted(common, key=lambda key: (0 if key.startswith("odoo_sale_id:") else 1, key))
|
|
process_key = preferred[0] if preferred else sorted(canonical["material_identity_keys"])[0]
|
|
duplicates = [row["opportunity_id"] for row in group if row is not canonical]
|
|
canonical["material_process_key"] = process_key
|
|
canonical["canonical_process_id"] = canonical["opportunity_id"]
|
|
canonical["duplicate_process_ids"] = duplicates
|
|
for duplicate in group:
|
|
if duplicate is canonical:
|
|
continue
|
|
duplicate["material_process_key"] = process_key
|
|
duplicate["canonical_process_id"] = canonical["opportunity_id"]
|
|
duplicate["duplicate_process_ids"] = []
|
|
duplicate["raw_v2"] = suppress_duplicate_representation(
|
|
EffectiveOperationalDecision(**duplicate["raw_v2"]),
|
|
canonical_process_id=canonical["opportunity_id"],
|
|
).to_dict()
|
|
duplicate["safe_v2"] = suppress_duplicate_representation(
|
|
EffectiveOperationalDecision(**duplicate["safe_v2"]),
|
|
canonical_process_id=canonical["opportunity_id"],
|
|
).to_dict()
|
|
duplicate["classification"] = "DUPLICATE_REPRESENTATION"
|
|
report.append({
|
|
"material_process_key": process_key,
|
|
"canonical_process_id": canonical["opportunity_id"],
|
|
"duplicate_process_ids": duplicates,
|
|
"identity_keys": sorted(set.intersection(*(set(row["material_identity_keys"]) for row in group))),
|
|
"canonical_reason": "Highest factual completeness; prefers non-reconstructed process and explicit reconstructed process over an unassociated synthetic record.",
|
|
})
|
|
return report
|
|
|
|
|
|
def _totals(items: Iterable[dict[str, Any]], queue_key: str) -> dict[str, int]:
|
|
counts = Counter(_s(item.get(queue_key)) or "not_current" for item in items)
|
|
return {
|
|
"current_work": sum(counts[name] for name in ("do_now", "review", "exception")),
|
|
"do_now": counts["do_now"], "review": counts["review"], "waiting": counts["waiting"],
|
|
"backlog": counts["backlog"], "exception": counts["exception"], "not_current": counts["not_current"],
|
|
}
|
|
|
|
|
|
def collect() -> dict[str, Any]:
|
|
data = _load()
|
|
opportunities = data["opportunities"]
|
|
if len(opportunities) != 328:
|
|
raise RuntimeError(f"expected 328 opportunities, found {len(opportunities)}")
|
|
ids = [_s(opp["id"]) for opp in opportunities]
|
|
v1_decisions = get_opportunity_next_actions(ids)
|
|
operations = get_operations_summary(limit=200)
|
|
all_v1_items = []
|
|
for key in ("work_items", "waiting_items", "backlog_items", "not_current_items"):
|
|
all_v1_items.extend(operations.get(key, []))
|
|
by_opp = {_s(item.get("opportunity_id")): item for item in all_v1_items if item.get("opportunity_id")}
|
|
records = [_derive_record(opp, data, v1_decisions.get(_s(opp["id"]), {}), by_opp.get(_s(opp["id"]))) for opp in opportunities]
|
|
material_identity = _apply_material_identity(records)
|
|
classifications = Counter(row["classification"] for row in records)
|
|
standalone = []
|
|
for item in all_v1_items:
|
|
if item.get("opportunity_id"):
|
|
continue
|
|
action = _s(item.get("current_action_code")) or None
|
|
queue = _s(item.get("operational_queue")) or "backlog"
|
|
projection = {
|
|
"business_state": None, "business_next_action": None,
|
|
"effective_operational_action": action,
|
|
"effective_operational_queue": queue,
|
|
"reason": "Standalone canonical Operations work is outside the standard commercial flow and is preserved.",
|
|
"confidence": "high", "precedence": "preserved_non_opportunity",
|
|
}
|
|
standalone.append({
|
|
"candidate_key": item.get("work_item_key") or f"standalone:{item.get('source')}:{item.get('id')}",
|
|
"opportunity_id": None, "title": item.get("title"), "customer": item.get("customer_name"),
|
|
"v1": {"current_action": action, "operational_queue": queue,
|
|
"reason": item.get("eligibility_reason_code")},
|
|
"raw_v2": dict(projection), "safe_v2": dict(projection),
|
|
"classification": "UNCHANGED", "source": item.get("source"),
|
|
})
|
|
universe = records + standalone
|
|
transitions = Counter((
|
|
row["v1"]["current_action"] or "<NONE>",
|
|
row["raw_v2"]["effective_operational_action"] or "<WAIT/NONE>",
|
|
row["safe_v2"]["effective_operational_action"] or "<WAIT/NONE>",
|
|
) for row in universe)
|
|
v2_actions = Counter(row["safe_v2"]["effective_operational_action"] or "<WAIT/NONE>" for row in universe)
|
|
for action in (
|
|
"SEND_INFO", "SEND_QUOTE", "CREATE_PROFORMA", "SEND_PROFORMA", "CONFIRM_PAYMENT",
|
|
"CREATE_INVOICE", "PREPARE_ORDER", "VALIDATE_ODOO_ORDER", "COMPLETE_OPPORTUNITY",
|
|
):
|
|
v2_actions.setdefault(action, 0)
|
|
current_v1 = [row for row in universe if row["v1"]["operational_queue"] in {"do_now", "review", "exception"}]
|
|
false_negatives = []
|
|
current_obligation_mapping = []
|
|
for row in current_v1:
|
|
oid = row.get("opportunity_id")
|
|
mapping = {
|
|
"opportunity_id": oid, "title": row.get("title"), "customer": row.get("customer"),
|
|
"v1_action": row["v1"]["current_action"], "v1_queue": row["v1"]["operational_queue"],
|
|
"raw_business_state": row["raw_v2"].get("business_state"),
|
|
"raw_action": row["raw_v2"]["effective_operational_action"],
|
|
"raw_queue": row["raw_v2"]["effective_operational_queue"],
|
|
"safe_action": row["safe_v2"]["effective_operational_action"],
|
|
"safe_queue": row["safe_v2"]["effective_operational_queue"],
|
|
"disposition": "UNCHANGED" if (
|
|
row["v1"]["current_action"] == row["safe_v2"]["effective_operational_action"]
|
|
and row["v1"]["operational_queue"] == row["safe_v2"]["effective_operational_queue"]
|
|
) else "REPLACED",
|
|
}
|
|
current_obligation_mapping.append(mapping)
|
|
if row["safe_v2"]["effective_operational_queue"] not in {"do_now", "review", "exception"} or row["v1"]["current_action"] != row["safe_v2"]["effective_operational_action"]:
|
|
false_negatives.append({
|
|
"opportunity_id": oid, "title": row.get("title"), "customer": row.get("customer"),
|
|
"v1_action": row["v1"]["current_action"], "v1_queue": row["v1"]["operational_queue"],
|
|
"raw_state": row["raw_v2"].get("business_state"),
|
|
"raw_action": row["raw_v2"]["effective_operational_action"],
|
|
"safe_action": row["safe_v2"]["effective_operational_action"],
|
|
"safe_queue": row["safe_v2"]["effective_operational_queue"],
|
|
"reason": row["safe_v2"]["reason"],
|
|
"pending_tasks": row.get("evidence", {}).get("pending_tasks_for_audit_only", []),
|
|
})
|
|
promotion_audit = []
|
|
for row in records:
|
|
if row["v1"]["operational_queue"] in {"do_now", "review", "exception"}:
|
|
continue
|
|
if row["raw_v2"]["effective_operational_queue"] not in {"do_now", "review", "exception"}:
|
|
continue
|
|
# Reproduce the 45-item first-simulation promotion cohort: cases without
|
|
# a stage/evidence ambiguity, plus the nine Odoo-only cases that the
|
|
# first model had incorrectly promoted toward completion. Invoice-only
|
|
# REVIEW_REQUIRED cases were already classified as review, not promotion.
|
|
odoo_only_completion_error = any(
|
|
"Odoo execution evidence exists" in blocker
|
|
for blocker in row["evidence"].get("blockers", [])
|
|
) and not row["evidence"].get("invoice")
|
|
if row["evidence"].get("ambiguity"):
|
|
continue
|
|
if row["raw_v2"]["business_state"] == "REVIEW_REQUIRED" and not odoo_only_completion_error:
|
|
continue
|
|
if row["raw_v2"]["precedence"] in {"fiscal_prerequisite", "document_prerequisite"}:
|
|
audit_class = "BLOCKER_PRECEDENCE_ERROR"
|
|
elif row["safe_v2"]["precedence"] == "safe_ambiguous_review":
|
|
audit_class = "AMBIGUOUS_REVIEW"
|
|
elif row["safe_v2"]["effective_operational_action"] == row["raw_v2"]["effective_operational_action"]:
|
|
audit_class = "REAL_PROMOTION"
|
|
else:
|
|
audit_class = "HISTORICAL_EVIDENCE_FALSE_POSITIVE"
|
|
promotion_audit.append({
|
|
"opportunity_id": row["opportunity_id"], "customer": row["customer"], "title": row["title"],
|
|
"v1_action": row["v1"]["current_action"], "v1_queue": row["v1"]["operational_queue"],
|
|
"raw_v2": row["raw_v2"], "safe_v2": row["safe_v2"],
|
|
"evidence": row["evidence"], "confidence": row["raw_v2"]["confidence"],
|
|
"classification": audit_class,
|
|
})
|
|
invoice_without_payment = []
|
|
for row in records:
|
|
if not row["evidence"]["invoice"] or row["evidence"]["payment"]:
|
|
continue
|
|
metadata = _payload(next(opp for opp in opportunities if _s(opp["id"]) == row["opportunity_id"]).get("metadata"))
|
|
text_blob = json.dumps(row["evidence"], ensure_ascii=False).casefold()
|
|
if _s(metadata.get("payment_terms")).lower() in {"after_delivery", "payment_after_delivery", "pos_entrega"}:
|
|
category = "PAYMENT_AFTER_INVOICE_ALLOWED"
|
|
elif "comprovativo" in text_blob or "pagamento" in text_blob:
|
|
category = "PAYMENT_EVIDENCE_MISSING"
|
|
elif any(term in text_blob for term in ("nota de crédito", "nota de credito", "corrigir", "anular")):
|
|
category = "FINANCIAL_CORRECTION_REQUIRED"
|
|
elif not row["evidence"]["order_intent"] and not row["evidence"]["proforma"]:
|
|
category = "PREMATURE_INVOICE"
|
|
else:
|
|
category = "UNKNOWN_REVIEW"
|
|
invoice_without_payment.append({
|
|
"opportunity_id": row["opportunity_id"], "title": row["title"], "customer": row["customer"],
|
|
"classification": category, "raw_v2": row["raw_v2"], "safe_v2": row["safe_v2"],
|
|
"evidence": row["evidence"],
|
|
})
|
|
review_audit = []
|
|
for row in universe:
|
|
if row["safe_v2"]["effective_operational_queue"] != "review":
|
|
continue
|
|
diagnostic = row.get("evidence", {}).get("diagnostic_status", "clear")
|
|
if row["v1"]["operational_queue"] == "review" and row["v1"]["current_action"] == row["safe_v2"]["effective_operational_action"]:
|
|
category = "EXISTING_VALID_REVIEW"
|
|
elif row["v1"]["operational_queue"] not in {"do_now", "review", "exception"}:
|
|
category = "REAL_CURRENT_PROMOTION"
|
|
elif diagnostic == "incomplete_history":
|
|
category = "HISTORICAL_INCOMPLETE"
|
|
elif diagnostic == "ambiguous":
|
|
category = "DIAGNOSTIC_ONLY"
|
|
else:
|
|
category = "ACTIONABLE_REVIEW"
|
|
review_audit.append({
|
|
"opportunity_id": row.get("opportunity_id"), "title": row.get("title"),
|
|
"v1": row["v1"], "raw_v2": row["raw_v2"], "safe_v2": row["safe_v2"],
|
|
"diagnostic_status": diagnostic, "classification": category,
|
|
})
|
|
backlog_delta = []
|
|
for row in universe:
|
|
if row["v1"]["operational_queue"] != "backlog" or row["safe_v2"]["effective_operational_queue"] == "backlog":
|
|
continue
|
|
safe_queue = row["safe_v2"]["effective_operational_queue"]
|
|
if row["safe_v2"]["precedence"] == "duplicate_representation":
|
|
category = "DEDUPLICATED"
|
|
elif safe_queue in {"do_now", "review", "exception"}:
|
|
category = "PROMOTED_TO_CURRENT"
|
|
elif safe_queue == "waiting":
|
|
category = "MOVED_TO_WAITING"
|
|
elif row.get("evidence", {}).get("strong_current_evidence"):
|
|
category = "LEGITIMATE_BACKLOG_REMOVAL"
|
|
else:
|
|
category = "SHOULD_REMAIN_BACKLOG"
|
|
backlog_delta.append({
|
|
"opportunity_id": row.get("opportunity_id"), "title": row.get("title"),
|
|
"v1_action": row["v1"]["current_action"], "safe_v2": row["safe_v2"],
|
|
"evidence": row.get("evidence", {}), "classification": category,
|
|
})
|
|
current_delta = []
|
|
for row in universe:
|
|
if row["v1"]["operational_queue"] in {"do_now", "review", "exception"}:
|
|
continue
|
|
if row["safe_v2"]["effective_operational_queue"] not in {"do_now", "review", "exception"}:
|
|
continue
|
|
precedence = row["safe_v2"]["precedence"]
|
|
diagnostic = row.get("evidence", {}).get("diagnostic_status", "clear")
|
|
if precedence == "due_followup":
|
|
category = "DUE_FOLLOW_UP"
|
|
elif precedence in {"fiscal_prerequisite", "document_prerequisite", "integration_exception"}:
|
|
category = "BLOCKER"
|
|
elif precedence == "duplicate_representation":
|
|
category = "DUPLICATE"
|
|
elif row.get("evidence", {}).get("strong_current_evidence") and row["safe_v2"]["effective_operational_queue"] != "review":
|
|
category = "REAL_NEW_OBLIGATION"
|
|
elif diagnostic in {"ambiguous", "incomplete_history"}:
|
|
category = "DIAGNOSTIC_ONLY"
|
|
elif row["safe_v2"]["effective_operational_queue"] == "review":
|
|
category = "ACTIONABLE_REVIEW"
|
|
else:
|
|
category = "FALSE_PROMOTION"
|
|
current_delta.append({
|
|
"opportunity_id": row.get("opportunity_id"), "title": row.get("title"),
|
|
"v1": row["v1"], "raw_v2": row["raw_v2"], "safe_v2": row["safe_v2"],
|
|
"evidence": row.get("evidence", {}), "classification": category,
|
|
})
|
|
def action_counts(rows: list[dict[str, Any]]) -> dict[str, int]:
|
|
return dict(Counter(row["safe_v2"]["effective_operational_action"] or "<NONE>" for row in rows))
|
|
action_count_scopes = {
|
|
"all_candidates": action_counts(universe),
|
|
"current_only": action_counts([row for row in universe if row["safe_v2"]["effective_operational_queue"] in {"do_now", "review", "exception"}]),
|
|
"do_now_only": action_counts([row for row in universe if row["safe_v2"]["effective_operational_queue"] == "do_now"]),
|
|
"review_only": action_counts([row for row in universe if row["safe_v2"]["effective_operational_queue"] == "review"]),
|
|
"waiting_only": action_counts([row for row in universe if row["safe_v2"]["effective_operational_queue"] == "waiting"]),
|
|
"backlog_only": action_counts([row for row in universe if row["safe_v2"]["effective_operational_queue"] == "backlog"]),
|
|
}
|
|
v1_totals = _totals([{"queue": row["v1"]["operational_queue"]} for row in universe], "queue")
|
|
raw_totals = _totals([{"queue": row["raw_v2"]["effective_operational_queue"]} for row in universe], "queue")
|
|
safe_totals = _totals([{"queue": row["safe_v2"]["effective_operational_queue"]} for row in universe], "queue")
|
|
result = {
|
|
"generated_at": datetime.now(timezone.utc), "database": data["identity"],
|
|
"opportunity_count": len(records), "candidate_universe_count": len(universe),
|
|
"v1_totals": v1_totals, "raw_v2_totals": raw_totals, "safe_v2_totals": safe_totals,
|
|
"classifications": dict(classifications), "v2_actions": dict(v2_actions),
|
|
"transitions": [{"v1_action": old, "raw_v2_action": raw, "safe_v2_action": safe, "count": count} for (old, raw, safe), count in transitions.most_common()],
|
|
"possible_false_negatives": false_negatives,
|
|
"v1_current_obligation_mapping": current_obligation_mapping,
|
|
"promotions_audit": promotion_audit,
|
|
"invoice_without_payment": invoice_without_payment,
|
|
"summary": {
|
|
"raw_ambiguous_count": sum(row["raw_v2"]["confidence"] != "high" for row in records),
|
|
"safe_overrides_count": sum(
|
|
(row["raw_v2"]["effective_operational_action"], row["raw_v2"]["effective_operational_queue"])
|
|
!= (row["safe_v2"]["effective_operational_action"], row["safe_v2"]["effective_operational_queue"])
|
|
for row in universe
|
|
),
|
|
"preserved_v1_obligations": sum(row["disposition"] == "UNCHANGED" for row in current_obligation_mapping),
|
|
"real_promotions": sum(row["classification"] == "REAL_PROMOTION" for row in promotion_audit),
|
|
"rejected_promotions": sum(row["classification"] == "HISTORICAL_EVIDENCE_FALSE_POSITIVE" for row in promotion_audit),
|
|
"ambiguous_promotions": sum(row["classification"] == "AMBIGUOUS_REVIEW" for row in promotion_audit),
|
|
"fiscal_blockers_preserved": sum(row["raw_v2"]["precedence"] == "fiscal_prerequisite" for row in records),
|
|
"reconciliation_blockers_preserved": sum(row["raw_v2"]["precedence"] == "document_prerequisite" for row in records),
|
|
"non_opportunity_canonical_work_preserved": len(standalone),
|
|
"diagnostic_ambiguous_not_current": sum(
|
|
row.get("evidence", {}).get("diagnostic_status") in {"ambiguous", "incomplete_history"}
|
|
and row["safe_v2"]["effective_operational_queue"] == "not_current" for row in records
|
|
),
|
|
"actionable_review": sum(row["classification"] in {"ACTIONABLE_REVIEW", "EXISTING_VALID_REVIEW", "REAL_CURRENT_PROMOTION"} for row in review_audit),
|
|
"due_followups": sum(row["safe_v2"]["precedence"] == "due_followup" for row in records),
|
|
"safe_v2_current_minus_v1": len(current_delta),
|
|
"backlog_delta_explained": len(backlog_delta),
|
|
"duplicate_material_processes": len(material_identity),
|
|
"duplicate_current_cards_suppressed": sum(len(row["duplicate_process_ids"]) for row in material_identity),
|
|
},
|
|
"action_counts": action_count_scopes,
|
|
"review_audit": review_audit, "backlog_delta": backlog_delta,
|
|
"current_delta": current_delta, "material_identity": material_identity,
|
|
"standalone_canonical_items": standalone, "opportunities": records,
|
|
}
|
|
return _jsonable(result)
|
|
|
|
|
|
def _named(records: list[dict[str, Any]], name: str) -> list[dict[str, Any]]:
|
|
folded = name.casefold()
|
|
return [row for row in records if folded in f"{_s(row.get('title'))} {_s(row.get('customer'))}".casefold()]
|
|
|
|
|
|
def _comparison(result: dict[str, Any]) -> str:
|
|
lines = [
|
|
"BLIF FLOW V2 SHADOW SIMULATION", "",
|
|
f"Database: {result['database']}", f"Opportunities: {result['opportunity_count']}",
|
|
f"Comparable candidate universe: {result['candidate_universe_count']}", "",
|
|
"CENTRO DE TRABALHO", "metric V1 RAW V2 SAFE V2",
|
|
]
|
|
for key in ("current_work", "do_now", "review", "waiting", "backlog", "exception", "not_current"):
|
|
lines.append(
|
|
f"{key:<30} {result['v1_totals'].get(key, 0):>5}"
|
|
f" {result['raw_v2_totals'].get(key, 0):>7} {result['safe_v2_totals'].get(key, 0):>7}"
|
|
)
|
|
lines += ["", "SUMMARY"]
|
|
for key, value in result["summary"].items():
|
|
lines.append(f"{key}: {value}")
|
|
for scope in ("all_candidates", "current_only", "do_now_only", "review_only", "waiting_only", "backlog_only"):
|
|
lines += ["", f"SAFE V2 ACTIONS — {scope}"]
|
|
for action, count in sorted(result["action_counts"][scope].items(), key=lambda item: (-item[1], item[0])):
|
|
lines.append(f"{action:<36} {count:>5}")
|
|
lines += ["", "CLASSIFICATIONS"]
|
|
for name in ("UNCHANGED", "ACTION_CHANGED", "DEMOTED_TO_WAITING", "PROMOTED_TO_CURRENT", "REVIEW_REQUIRED", "AMBIGUOUS"):
|
|
lines.append(f"{name:<30} {result['classifications'].get(name, 0):>5}")
|
|
lines += ["", "V1 ACTION -> RAW V2 ACTION -> SAFE V2 ACTION"]
|
|
for row in result["transitions"]:
|
|
lines.append(f"{row['v1_action']} -> {row['raw_v2_action']} -> {row['safe_v2_action']}: {row['count']}")
|
|
lines += ["", "POSSIBLE FALSE NEGATIVES"]
|
|
if not result["possible_false_negatives"]:
|
|
lines.append("None.")
|
|
for row in result["possible_false_negatives"]:
|
|
lines.append(json.dumps(row, ensure_ascii=False, sort_keys=True))
|
|
lines += ["", "EVERY CURRENT V1 OBLIGATION -> V2"]
|
|
for row in result["v1_current_obligation_mapping"]:
|
|
lines.append(json.dumps(row, ensure_ascii=False, sort_keys=True))
|
|
for name in ("INSTALBEIRA", "ENGEXICON", "RZSOLAR", "X MAT", "CONSTRURECUP", "PANORAMIC SUCCESS"):
|
|
lines += ["", name]
|
|
matches = _named(result["opportunities"], name)
|
|
lines.extend(json.dumps(row, ensure_ascii=False, sort_keys=True) for row in matches)
|
|
if not matches:
|
|
lines.append("No opportunity title/customer match.")
|
|
return "\n".join(lines) + "\n"
|
|
|
|
|
|
def main() -> None:
|
|
result = collect()
|
|
PROJECTION.write_text(json.dumps(result, ensure_ascii=False, indent=2), encoding="utf-8")
|
|
ambiguous = [row for row in result["opportunities"] if row["classification"] in {"AMBIGUOUS", "REVIEW_REQUIRED"}]
|
|
AMBIGUOUS.write_text(json.dumps(ambiguous, ensure_ascii=False, indent=2), encoding="utf-8")
|
|
PROMOTIONS.write_text(json.dumps(result["promotions_audit"], ensure_ascii=False, indent=2), encoding="utf-8")
|
|
INVOICE_WITHOUT_PAYMENT.write_text(json.dumps(result["invoice_without_payment"], ensure_ascii=False, indent=2), encoding="utf-8")
|
|
REVIEW_AUDIT.write_text(json.dumps(result["review_audit"], ensure_ascii=False, indent=2), encoding="utf-8")
|
|
BACKLOG_DELTA.write_text(json.dumps(result["backlog_delta"], ensure_ascii=False, indent=2), encoding="utf-8")
|
|
CURRENT_DELTA.write_text(json.dumps(result["current_delta"], ensure_ascii=False, indent=2), encoding="utf-8")
|
|
MATERIAL_IDENTITY.write_text(json.dumps(result["material_identity"], ensure_ascii=False, indent=2), encoding="utf-8")
|
|
COMPARISON.write_text(_comparison(result), encoding="utf-8")
|
|
print(_comparison(result), end="")
|
|
print(f"Output: {PROJECTION}\nOutput: {COMPARISON}\nOutput: {AMBIGUOUS}\nOutput: {PROMOTIONS}\nOutput: {INVOICE_WITHOUT_PAYMENT}\nOutput: {REVIEW_AUDIT}\nOutput: {BACKLOG_DELTA}\nOutput: {CURRENT_DELTA}\nOutput: {MATERIAL_IDENTITY}")
|
|
|
|
|
|
if __name__ == "__main__":
|
|
main()
|