Files
clientflow_backend/scripts/migrate_document_reconciliation_v2.py
2026-08-05 23:55:33 +00:00

138 lines
6.6 KiB
Python

#!/usr/bin/env python3
"""Classify legacy document links into Document Reconciliation v2.
Dry-run is the default. This script changes ClientFlow only and never calls
Jasmin. Ambiguous evidence is explicitly classified REVIEW_REQUIRED.
"""
from __future__ import annotations
import argparse
import csv
import json
import os
import sys
from pathlib import Path
from typing import Any, Dict
ROOT = Path(__file__).resolve().parents[1]
sys.path.insert(0, str(ROOT))
from app.document_reconciliation_backfill import build_backfill_result
def load_documents(
opportunity_id: str | None = None,
resume_from: str | None = None,
batch_size: int = 500,
) -> tuple[list[Dict[str, Any]], int, int]:
from sqlalchemy import text
from app.db import engine
where, params = ["d.opportunity_id IS NOT NULL"], {"limit": batch_size}
if opportunity_id:
where.append("d.opportunity_id=CAST(:opportunity_id AS UUID)"); params["opportunity_id"] = opportunity_id
if resume_from:
try:
resume_opportunity_id, resume_document_kind = resume_from.split("|", 1)
except ValueError as exc:
raise ValueError("--resume-from must be OPPORTUNITY_ID|DOCUMENT_KIND") from exc
where.append("(d.opportunity_id::text, d.document_kind) > (:resume_opportunity_id, :resume_document_kind)")
params.update(resume_opportunity_id=resume_opportunity_id, resume_document_kind=resume_document_kind)
with engine.begin() as conn:
rows = [dict(r) for r in conn.execute(text(f"""
WITH selected_groups AS (
SELECT d.opportunity_id, d.document_kind
FROM commercial_documents d WHERE {' AND '.join(where)}
GROUP BY d.opportunity_id, d.document_kind
ORDER BY d.opportunity_id, d.document_kind
LIMIT :limit
)
SELECT d.id::text, d.opportunity_id::text, d.document_kind, d.external_id,
d.document_number, d.status, d.role, d.is_primary, d.is_active,
d.total_amount, d.amount, d.payload
FROM selected_groups g
JOIN commercial_documents d ON d.opportunity_id=g.opportunity_id
AND d.document_kind=g.document_kind
ORDER BY d.opportunity_id, d.document_kind, d.created_at, d.id
"""), params).mappings().all()]
orphan_lines = int(conn.execute(text("""SELECT count(*) FROM commercial_document_lines dl
LEFT JOIN commercial_documents d ON d.id=COALESCE(dl.commercial_document_id,dl.document_id)
WHERE d.id IS NULL""")).scalar() or 0)
multi = int(conn.execute(text("""SELECT count(*) FROM (SELECT COALESCE(external_id,document_number), count(DISTINCT opportunity_id)
FROM commercial_documents WHERE opportunity_id IS NOT NULL AND COALESCE(external_id,document_number) IS NOT NULL
GROUP BY 1 HAVING count(DISTINCT opportunity_id)>1) q""")).scalar() or 0)
return rows, orphan_lines, multi
def scan(opportunity_id: str | None = None, resume_from: str | None = None, batch_size: int = 500) -> Dict[str, Any]:
rows, orphan_lines, multi = load_documents(opportunity_id, resume_from, batch_size)
result = build_backfill_result(
rows,
lines_without_document=orphan_lines,
documents_in_multiple_opportunities=multi,
)
groups = sorted({(str(row["opportunity_id"]), str(row["document_kind"])) for row in rows})
result["summary"]["batch_groups"] = len(groups)
result["summary"]["checkpoint"] = "|".join(groups[-1]) if groups else resume_from
return result
def actions_for_only_unambiguous(actions: list[Dict[str, Any]]) -> list[Dict[str, Any]]:
"""Keep ambiguous documents represented; never partially migrate a group.
Option B of the rollout contract is used: REVIEW_REQUIRED links are written
alongside unambiguous links so every selected group becomes v2-complete.
"""
return list(actions)
def apply_actions(actions: list[Dict[str, Any]]) -> int:
from app.db import engine
from app.document_reconciliation_service import set_document_relationship
groups: Dict[tuple[str, str], list[Dict[str, Any]]] = {}
for action in actions:
groups.setdefault((str(action["opportunity_id"]), str(action["document_kind"])), []).append(action)
# A group is the rollout authority boundary. Links, events and legacy dual
# writes commit together; any failure rolls the entire group back.
for group in groups.values():
with engine.begin() as conn:
for action in group:
set_document_relationship(action["opportunity_id"], action["id"], action["relationship"],
actor="document_reconciliation_v2_backfill", reason=action["decision_reason"], is_manual=False,
source="backfill_v2", idempotency_key=f"backfill-v2:{action['opportunity_id']}:{action['id']}",
event_type="BACKFILLED", metadata={"legacy_role": action.get("role"), "legacy_is_primary": action.get("is_primary")},
_conn=conn)
return len(actions)
def write_reports(result: Dict[str, Any], json_path: str | None, csv_path: str | None) -> None:
if json_path: Path(json_path).write_text(json.dumps(result, ensure_ascii=False, indent=2, default=str) + "\n")
if csv_path:
fields = ["opportunity_id", "id", "document_kind", "document_number", "status", "relationship", "decision_reason"]
with Path(csv_path).open("w", newline="", encoding="utf-8") as handle:
writer = csv.DictWriter(handle, fieldnames=fields, extrasaction="ignore"); writer.writeheader(); writer.writerows(result["actions"])
def main() -> int:
os.chdir(ROOT)
parser = argparse.ArgumentParser()
mode = parser.add_mutually_exclusive_group(); mode.add_argument("--dry-run", action="store_true"); mode.add_argument("--apply", action="store_true")
parser.add_argument("--only-unambiguous", action="store_true")
parser.add_argument("--opportunity-id"); parser.add_argument("--batch-size", type=int, default=500)
parser.add_argument("--resume-from"); parser.add_argument("--output-json"); parser.add_argument("--output-csv")
args = parser.parse_args()
result = scan(args.opportunity_id, args.resume_from, args.batch_size)
actions = result["actions"]
if args.only_unambiguous: actions = actions_for_only_unambiguous(actions)
applied = 0
if args.apply:
applied = apply_actions(actions)
result["summary"]["mode"] = "apply" if args.apply else "dry-run"; result["summary"]["applied"] = applied
write_reports(result, args.output_json, args.output_csv)
print(json.dumps(result["summary"], ensure_ascii=False, indent=2, default=str))
return 0
if __name__ == "__main__": raise SystemExit(main())