Release v4928.1.4.2 stable

2026-06-09 22:55:58 +01:00
commit 6445044ac6
280 changed files with 41775 additions and 0 deletions
--- a/app/reconciliation_decision_service.py
+++ b/app/reconciliation_decision_service.py
@@ -0,0 +1,181 @@
+"""Read-only reconciliation decision helpers for the operator UI.
+
+v4.9.28 keeps reconciliation decisions explicit without adding hard database
+constraints.  The service classifies loose evidence into operational buckets so
+UI code can show the safest next decision: link, create, review, historical or
+ignore.
+"""
+from __future__ import annotations
+
+from decimal import Decimal, InvalidOperation
+from typing import Any, Dict, Iterable, List
+
+
+OPEN_STATUSES = {"open", "needs_review", "conflict"}
+RESOLVED_STATUSES = {"linked", "resolved"}
+
+
+def _to_decimal(value: Any) -> Decimal | None:
+    if value is None or value == "":
+        return None
+    try:
+        return Decimal(str(value))
+    except (InvalidOperation, ValueError):
+        return None
+
+
+def _confidence_value(value: Any) -> Decimal | None:
+    confidence = _to_decimal(value)
+    if confidence is None:
+        return None
+    if confidence > 1:
+        confidence = confidence / Decimal("100")
+    return confidence
+
+
+def classify_reconciliation_item(item: Dict[str, Any]) -> Dict[str, Any]:
+    """Classify one reconciliation item into a human decision bucket."""
+    status = str(item.get("status") or "open").strip().lower()
+    external_type = str(item.get("external_type") or "external_record")
+    suggestions = item.get("operation_suggestions") or []
+    priority = str(item.get("priority") or "normal").lower()
+    confidence = _confidence_value(item.get("confidence"))
+    has_suggestion = bool(suggestions)
+    has_opportunity = bool(item.get("opportunity_id"))
+
+    if status in RESOLVED_STATUSES:
+        return {
+            "bucket": "resolved",
+            "label": "Resolvido",
+            "description": "Já foi ligado ou fechado.",
+            "primary_decision": "Sem ação",
+            "chip_class": "cf-chip-green",
+        }
+    if status == "historical":
+        return {
+            "bucket": "historical",
+            "label": "Histórico",
+            "description": "Documento mantido para auditoria, sem ação operacional.",
+            "primary_decision": "Sem ação operacional",
+            "chip_class": "cf-chip-gray",
+        }
+    if status == "ignored":
+        return {
+            "bucket": "ignored",
+            "label": "Ignorado",
+            "description": "Retirado da fila operacional.",
+            "primary_decision": "Sem ação",
+            "chip_class": "cf-chip-gray",
+        }
+    if status == "conflict":
+        return {
+            "bucket": "review",
+            "label": "Conflito",
+            "description": "Há sinais contraditórios; requer revisão manual antes de ligar/criar.",
+            "primary_decision": "Rever manualmente",
+            "chip_class": "cf-chip-red",
+        }
+    if status == "needs_review":
+        return {
+            "bucket": "review",
+            "label": "Revisão",
+            "description": "Ainda não há confiança suficiente para aplicar uma decisão direta.",
+            "primary_decision": "Rever manualmente",
+            "chip_class": "cf-chip-orange",
+        }
+
+    high_confidence = confidence is not None and confidence >= Decimal("0.75")
+    important_evidence = external_type in {"jasmin_invoice", "jasmin_proforma", "payment_proof", "odoo_sale_order"}
+
+    if has_suggestion:
+        return {
+            "bucket": "actionable",
+            "label": "Ação recomendada",
+            "description": "Existe oportunidade sugerida para ligação.",
+            "primary_decision": "Ligar à oportunidade sugerida",
+            "chip_class": "cf-chip-blue",
+        }
+    if has_opportunity:
+        return {
+            "bucket": "actionable",
+            "label": "Confirmar ligação",
+            "description": "O item já tem oportunidade associada, mas ainda está em aberto.",
+            "primary_decision": "Confirmar documento",
+            "chip_class": "cf-chip-blue",
+        }
+    if priority in {"alta", "high"} or high_confidence or important_evidence:
+        return {
+            "bucket": "actionable",
+            "label": "Decidir agora",
+            "description": "Evidência recente/importante; criar oportunidade ou ligar manualmente.",
+            "primary_decision": "Criar ou ligar oportunidade",
+            "chip_class": "cf-chip-blue",
+        }
+    return {
+        "bucket": "review",
+        "label": "Revisão",
+        "description": "Faltam sinais fortes para ação direta.",
+        "primary_decision": "Rever manualmente",
+        "chip_class": "cf-chip-orange",
+    }
+
+
+def classify_reconciliation_process(candidate: Dict[str, Any]) -> Dict[str, Any]:
+    """Classify a reconstructed process candidate."""
+    review_status = str(candidate.get("review_status") or "needs_review").lower()
+    suggestions = candidate.get("suggestions") or []
+    confidence = str(candidate.get("confidence") or "média").lower()
+    risks = candidate.get("risks") or []
+
+    if review_status == "conflict" or risks:
+        return {
+            "bucket": "review",
+            "label": "Requer revisão",
+            "description": "Processo com risco de associação errada.",
+            "primary_decision": "Rever antes de aplicar",
+            "chip_class": "cf-chip-orange" if review_status != "conflict" else "cf-chip-red",
+        }
+    if review_status == "ready" or confidence == "alta" or suggestions:
+        return {
+            "bucket": "actionable",
+            "label": "Ação recomendada",
+            "description": "Processo reconstruído com evidência suficiente para decisão explícita.",
+            "primary_decision": "Ligar ou criar oportunidade",
+            "chip_class": "cf-chip-blue",
+        }
+    return {
+        "bucket": "review",
+        "label": "Requer revisão",
+        "description": "Processo reconstruído, mas ainda sem confiança operacional alta.",
+        "primary_decision": "Rever manualmente",
+        "chip_class": "cf-chip-orange",
+    }
+
+
+def reconciliation_decision_summary(items: Iterable[Dict[str, Any]], candidates: Iterable[Dict[str, Any]]) -> Dict[str, int]:
+    summary = {"actionable": 0, "review": 0, "historical": 0, "ignored": 0, "resolved": 0}
+    for item in items:
+        decision = classify_reconciliation_item(item)
+        bucket = decision.get("bucket") or "review"
+        summary[bucket] = summary.get(bucket, 0) + 1
+    for candidate in candidates:
+        decision = classify_reconciliation_process(candidate)
+        bucket = decision.get("bucket") or "review"
+        summary[bucket] = summary.get(bucket, 0) + 1
+    return summary
+
+
+def sort_items_for_operator(items: List[Dict[str, Any]]) -> List[Dict[str, Any]]:
+    """Show actionable evidence before review/noise while preserving status filters."""
+    order = {"actionable": 0, "review": 1, "historical": 2, "ignored": 3, "resolved": 4}
+    priority_order = {"alta": 0, "high": 0, "normal": 1, "baixa": 2, "low": 2}
+
+    def key(item: Dict[str, Any]):
+        decision = classify_reconciliation_item(item)
+        return (
+            order.get(str(decision.get("bucket") or "review"), 9),
+            priority_order.get(str(item.get("priority") or "normal").lower(), 5),
+            str(item.get("updated_at") or item.get("created_at") or ""),
+        )
+
+    return sorted(items, key=key)