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Implement document reconciliation v2

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plx
2026-08-05 23:55:33 +00:00
parent 4a60607503
commit 29382ec6c1
25 changed files with 2082 additions and 343 deletions
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11
app/company_opportunity_linking.py
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@@ -209,6 +209,8 @@ def find_open_opportunities_by_document_references(refs: List[str]) -> List[Dict
if not refs:
return []
with engine.begin() as conn:
from app.document_reconciliation_service import prepare_effective_document_links
prepare_effective_document_links(conn)
rows = conn.execute(text("""
WITH refs AS (
SELECT unnest(CAST(:refs AS TEXT[])) AS ref
@@ -218,11 +220,11 @@ def find_open_opportunities_by_document_references(refs: List[str]) -> List[Dict
'commercial_document_reference'::text AS link_reason,
d.updated_at AS match_updated_at
FROM commercial_documents d
JOIN opportunities o ON o.id = d.opportunity_id
JOIN _effective_document_links l ON l.document_id=d.id AND l.relationship='PRIMARY'
JOIN opportunities o ON o.id = l.opportunity_id
JOIN refs r ON upper(COALESCE(d.document_number, '')) = upper(r.ref)
WHERE o.status = 'open'
AND COALESCE(d.is_active, TRUE) = TRUE
AND d.opportunity_id IS NOT NULL
), recon_matches AS (
SELECT
o.*, ri.document_number, ri.external_type AS document_kind, ri.amount AS total_amount, ri.amount,
@@ -269,6 +271,8 @@ def find_open_company_domain_candidates(task: Dict[str, Any], *, recent_days: in
if not domain:
return []
with engine.begin() as conn:
from app.document_reconciliation_service import prepare_effective_document_links
prepare_effective_document_links(conn)
rows = conn.execute(text("""
SELECT DISTINCT ON (o.id)
o.id::text AS opportunity_id,
@@ -286,7 +290,8 @@ def find_open_company_domain_candidates(task: Dict[str, Any], *, recent_days: in
o.updated_at
FROM opportunities o
LEFT JOIN customers c ON c.id = o.local_customer_id
LEFT JOIN commercial_documents d ON d.opportunity_id = o.id AND COALESCE(d.is_active, TRUE) = TRUE
LEFT JOIN _effective_document_links l ON l.opportunity_id=o.id AND l.relationship='PRIMARY'
LEFT JOIN commercial_documents d ON d.id=l.document_id AND COALESCE(d.is_active, TRUE)=TRUE
WHERE o.status = 'open'
AND o.updated_at >= now() - make_interval(days => :recent_days)
AND (