Import ClientFlow production v4928.1.5.132.4
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plx
217
scripts/sync_opportunity_followup_lifecycle.py
Executable file
217
scripts/sync_opportunity_followup_lifecycle.py
Executable file
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#!/usr/bin/env python3
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"""Materialize the normal follow-up lifecycle for existing opportunities.
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Dry-run is the default. v4928.1.5.127 no longer creates automatic
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``CONFIRM_DELIVERY`` tasks. Existing processes start directly at the normal
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commercial follow-up for their stage. Delivery verification remains an
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explicit operator action.
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The backfill is intentionally conservative:
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- zero-value opportunities are excluded by default;
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- opportunities with any pending human task are skipped;
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- recovery/nurture queues remain supported;
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- no customer communication is sent.
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"""
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from __future__ import annotations
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import argparse
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from datetime import datetime, timezone
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from pathlib import Path
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import sys
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from typing import Any
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PROJECT_ROOT = Path(__file__).resolve().parents[1]
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if str(PROJECT_ROOT) not in sys.path:
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sys.path.insert(0, str(PROJECT_ROOT))
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from sqlalchemy import text
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STAGE_FAMILY = {
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"INFO_SENT": "info",
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"QUOTE_SENT": "quote",
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"PROFORMA_SENT": "payment",
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"INVOICE_SENT": "payment",
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"WAITING_PAYMENT": "payment",
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}
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ACTION_LABEL = {
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"info": "follow_up_information",
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"quote": "follow_up_quote",
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"payment": "follow_up_payment",
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"generic": "follow_up_generic",
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}
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def _rows(limit: int, include_zero_value: bool = False) -> list[dict[str, Any]]:
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from app.db import engine
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from app.opportunity_service import ensure_opportunity_schema
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ensure_opportunity_schema()
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sql = text("""
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SELECT
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o.id::text,
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o.customer_name,
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o.title,
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o.stage,
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o.value_amount,
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o.lifecycle_state,
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o.last_customer_activity_at,
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o.last_operator_activity_at,
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o.last_commercial_activity_at,
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o.last_message_at,
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o.next_follow_up_at,
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o.nurture_until,
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o.follow_up_attempts
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FROM opportunities o
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WHERE o.status = 'open'
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AND (
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o.stage IN ('INFO_SENT','QUOTE_SENT','PROFORMA_SENT','INVOICE_SENT','WAITING_PAYMENT')
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OR o.lifecycle_state IN ('recovery','nurture')
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)
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AND (
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CAST(:include_zero_value AS BOOLEAN)
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OR COALESCE(o.value_amount, 0) > 0
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OR o.lifecycle_state IN ('recovery','nurture')
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)
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AND NOT EXISTS (
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SELECT 1
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FROM tasks t
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WHERE t.opportunity_id = o.id
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AND t.status = 'pending'
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AND COALESCE(t.action_required, TRUE) = TRUE
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)
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ORDER BY
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CASE WHEN o.lifecycle_state = 'recovery' THEN 0
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WHEN o.stage = 'WAITING_PAYMENT' THEN 1
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WHEN COALESCE(o.value_amount,0) > 0 THEN 2
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ELSE 3 END,
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COALESCE(o.value_amount,0) DESC,
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COALESCE(o.last_commercial_activity_at, o.last_message_at, o.created_at) ASC
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LIMIT :limit
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""")
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with engine.begin() as conn:
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return [
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dict(row)
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for row in conn.execute(
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sql,
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{
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"limit": max(1, int(limit)),
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"include_zero_value": bool(include_zero_value),
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},
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).mappings().all()
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]
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def main() -> int:
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parser = argparse.ArgumentParser()
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parser.add_argument("--apply", action="store_true", help="Create missing tasks. Default is dry-run.")
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parser.add_argument("--limit", type=int, default=50)
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parser.add_argument(
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"--include-zero-value",
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action="store_true",
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help="Include zero-value opportunities. Disabled by default.",
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)
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args = parser.parse_args()
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from app.db import engine
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from app.followup_service import create_follow_up_task, materialize_initial_follow_up_for_opportunity
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candidates = _rows(args.limit, include_zero_value=args.include_zero_value)
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print(f"Candidates without pending human task: {len(candidates)}")
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created = 0
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now = datetime.now(timezone.utc)
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for row in candidates:
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opportunity_id = str(row.get("id") or "")
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state = str(row.get("lifecycle_state") or "active")
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stage = str(row.get("stage") or "")
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family = STAGE_FAMILY.get(stage, "generic")
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value = float(row.get("value_amount") or 0)
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label = str(row.get("customer_name") or row.get("title") or opportunity_id)
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action = ACTION_LABEL.get(family, "follow_up_generic")
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if state == "recovery":
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action = "recovery_review"
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elif state == "nurture":
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action = "nurture_review"
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print(f"{action:22} | {stage:18} | {value:9.2f} | {label}")
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if not args.apply:
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continue
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# Backfill only from message/commercial timestamps, never from updated_at.
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with engine.begin() as conn:
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conn.execute(text("""
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UPDATE opportunities
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SET last_customer_activity_at = COALESCE(last_customer_activity_at, last_message_at),
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last_commercial_activity_at = COALESCE(
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last_commercial_activity_at,
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last_operator_activity_at,
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last_customer_activity_at,
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last_message_at
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),
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metadata = COALESCE(metadata, '{}'::jsonb) || jsonb_build_object(
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'lifecycle_backfill_version', 'v4928.1.5.127',
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'lifecycle_backfill_used_updated_at', FALSE,
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'automatic_confirm_delivery_disabled', TRUE
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)
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WHERE id = CAST(:opportunity_id AS UUID)
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"""), {"opportunity_id": opportunity_id})
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if state == "recovery":
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result = create_follow_up_task(
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opportunity_id=opportunity_id,
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action_code="RECOVER_OPPORTUNITY",
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route="financeiro" if family == "payment" else "vendas",
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action="Recuperar oportunidade sem resposta",
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note="Rever canal, abordagem, timing e decidir entre nova tentativa, acompanhamento futuro ou perda.",
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reason="RECOVERY_BACKFILL_V127",
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delay_days=1,
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created_by="migration_v4928_1_5_127",
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idempotency_suffix="recovery-backfill-v127",
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follow_up_family=family,
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follow_up_stage=99,
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follow_up_max_stage=99,
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cascade=False,
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contact_purpose="recovery_review",
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due_at_override=now,
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)
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elif state == "nurture":
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due_at = row.get("nurture_until") or row.get("next_follow_up_at") or now
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result = create_follow_up_task(
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opportunity_id=opportunity_id,
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action_code="REVIEW_NURTURE",
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route="vendas",
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action="Rever oportunidade em acompanhamento futuro",
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note="Retomar contacto na data acordada ou rever se o timing continua válido.",
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reason="NURTURE_BACKFILL_V127",
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delay_days=1,
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created_by="migration_v4928_1_5_127",
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idempotency_suffix="nurture-backfill-v127",
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follow_up_family="generic",
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follow_up_stage=99,
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follow_up_max_stage=99,
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cascade=False,
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contact_purpose="nurture_review",
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due_at_override=due_at,
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)
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else:
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result = materialize_initial_follow_up_for_opportunity(
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opportunity_id=opportunity_id,
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family=family,
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due_at=None,
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reason="LEGACY_OPEN_OPPORTUNITY_BACKFILL_V127",
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created_by="migration_v4928_1_5_127",
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)
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if result.get("status") == "created":
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created += 1
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if args.apply:
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print(f"Created: {created}")
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else:
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print("Dry-run only. Use --apply after reviewing the candidates.")
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return 0
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if __name__ == "__main__":
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raise SystemExit(main())
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