369 lines
17 KiB
Python
369 lines
17 KiB
Python
"""Central decision service for opportunity next actions.
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v4928.1.5.60 delegates operational flow to app.domain.opportunity_flow so
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opportunity pages, tasks and future audits consume the same decision vocabulary.
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"""
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from __future__ import annotations
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from dataclasses import asdict, dataclass
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from collections import defaultdict
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from typing import Any, Dict, Iterable, Optional
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from sqlalchemy import bindparam, text
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from app.db import engine
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# Backward-compatible static anchors from v1.5.59: quotation_doc, invoice_doc, confirmar pagamento antes de emitir fatura, Pagamento confirmado com base em, Criar/enviar fatura.
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from app.domain.opportunity_flow import (
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OpportunityEvidence,
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build_opportunity_evidence,
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decide_opportunity_next_action,
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load_company_profile,
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)
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@dataclass
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class OpportunityNextAction:
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action_code: str
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label: str
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description: str
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priority: str = "normal"
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target_url: Optional[str] = None
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can_execute: bool = True
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reason_if_blocked: Optional[str] = None
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document_id: Optional[str] = None
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document_number: Optional[str] = None
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def to_dict(self) -> Dict[str, Any]:
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return asdict(self)
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def _first_row(conn: Any, sql: str, params: Dict[str, Any]) -> Optional[Dict[str, Any]]:
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row = conn.execute(text(sql), params).mappings().first()
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return dict(row) if row else None
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def _rows(conn: Any, sql: str, params: Dict[str, Any]) -> list[Dict[str, Any]]:
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return [dict(r) for r in conn.execute(text(sql), params).mappings().all()]
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def _operation_snapshot_safe(opportunity_id: str) -> dict[str, Any]:
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try:
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from app.operation_service import get_operation_snapshot
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return get_operation_snapshot(opportunity_id)
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except Exception:
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return {"cards": [], "links": []}
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def _build_db_evidence(opportunity_id: str) -> OpportunityEvidence | None:
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params = {"opportunity_id": opportunity_id}
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with engine.begin() as conn:
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opp = _first_row(conn, """
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SELECT
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id::text,
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stage,
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status,
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title,
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local_customer_id::text AS fiscal_customer_id,
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local_customer_id::text AS customer_id,
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metadata
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FROM opportunities
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WHERE id = CAST(:opportunity_id AS UUID)
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""", params)
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if not opp:
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return None
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tasks = _rows(conn, """
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SELECT id::text, action_code, action, note, priority, route, status, due_at, created_at, metadata
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FROM tasks
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WHERE opportunity_id = CAST(:opportunity_id AS UUID)
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ORDER BY
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CASE COALESCE(priority, 'normal') WHEN 'alta' THEN 1 WHEN 'normal' THEN 2 WHEN 'baixa' THEN 3 ELSE 4 END,
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due_at NULLS LAST,
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created_at DESC
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LIMIT 20
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""", params)
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# DTO contract retained from the legacy loader:
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# SELECT id::text, external_id, document_kind
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# The SQL now qualifies these fields because links and documents both
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# have ids; relationship comes exclusively from the canonical link.
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from app.document_reconciliation_service import resolve_document_links
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docs = [row for row in resolve_document_links(opportunity_id, conn=conn)
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if row.get("system") == "jasmin" and row.get("relationship") in
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{"PRIMARY", "SECONDARY", "HISTORICAL"}]
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linked_customer = None
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customer_id = opp.get("fiscal_customer_id") or opp.get("customer_id")
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if customer_id:
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linked_customer = _first_row(conn, """
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SELECT
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id::text,
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name,
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tax_id,
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email,
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email AS billing_email,
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street_name AS address,
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postal_zone AS postal_code,
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city_name AS city,
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phone
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FROM customers
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WHERE id = CAST(:customer_id AS UUID)
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""", {"customer_id": customer_id})
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candidate = _first_row(conn, """
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SELECT id::text, source_system, external_type, document_number, title, confidence
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FROM reconciliation_items
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WHERE opportunity_id = CAST(:opportunity_id AS UUID)
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AND status = 'open'
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ORDER BY confidence DESC NULLS LAST, created_at DESC
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LIMIT 1
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""", params)
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snapshot = _operation_snapshot_safe(opportunity_id)
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fiscal_complete = False
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if linked_customer:
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fiscal_complete = bool(
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linked_customer.get("tax_id")
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and (linked_customer.get("billing_email") or linked_customer.get("email"))
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and linked_customer.get("address")
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and linked_customer.get("postal_code")
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and linked_customer.get("city")
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)
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return build_opportunity_evidence(
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opp,
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linked_documents=docs,
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tasks=tasks,
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operation_snapshot=snapshot,
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linked_customer=linked_customer,
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fiscal_data_complete=fiscal_complete,
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has_reconciliation_candidate=bool(candidate),
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reconciliation_label=(candidate or {}).get("document_number") or (candidate or {}).get("title"),
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company_profile="blif",
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)
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def get_opportunity_next_action(opportunity_id: str) -> Dict[str, Any]:
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"""Return the recommended operator action for one opportunity.
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This remains a read-only service and returns the legacy dict shape, but the
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decision is now produced by the company workflow engine.
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"""
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evidence = _build_db_evidence(opportunity_id)
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if evidence is None:
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return OpportunityNextAction(
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action_code="NOT_FOUND",
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label="Oportunidade não encontrada",
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description="Não foi possível encontrar esta oportunidade.",
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priority="baixa",
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can_execute=False,
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reason_if_blocked="opportunity_not_found",
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).to_dict()
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decision = decide_opportunity_next_action(evidence, load_company_profile(evidence.company_profile))
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return decision.to_dict()
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def _bulk_statement(sql: str):
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return text(sql).bindparams(bindparam("opportunity_ids", expanding=True))
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def _bulk_rows(conn: Any, sql: str, opportunity_ids: list[str]) -> list[Dict[str, Any]]:
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return [dict(row) for row in conn.execute(
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_bulk_statement(sql), {"opportunity_ids": opportunity_ids}
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).mappings().all()]
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def _group_by_opportunity(rows: Iterable[Dict[str, Any]]) -> dict[str, list[Dict[str, Any]]]:
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grouped: dict[str, list[Dict[str, Any]]] = defaultdict(list)
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for row in rows:
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grouped[str(row.get("opportunity_id") or "")].append(row)
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return grouped
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def _resolve_bulk_documents(
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opportunity_ids: list[str], conn: Any
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) -> dict[str, list[Dict[str, Any]]]:
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"""Set-oriented equivalent of resolve_document_links(..., include_ended=False)."""
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from app.document_reconciliation_service import (
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_LINK_SELECT,
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_legacy_relationship,
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document_reconciliation_v2_available,
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)
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legacy_rows = _bulk_rows(conn, """
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SELECT d.id::text, d.customer_id::text, d.opportunity_id::text,
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d.document_kind, d.external_id, d.document_number, d.status AS jasmin_status,
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d.status, d.total_amount, d.amount, d.tax_amount, d.currency, d.document_date,
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d.due_date, d.external_url, d.company, d.document_type, d.serie, d.series_number,
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d.customer_party_key, d.parent_document_id::text, d.version_number, d.payload,
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d.system, d.role, d.is_primary, d.is_active, d.created_at, d.updated_at
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FROM commercial_documents d
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WHERE d.opportunity_id::text IN :opportunity_ids
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ORDER BY d.opportunity_id, d.document_kind, d.created_at, d.id
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""", opportunity_ids)
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legacy = _group_by_opportunity(legacy_rows)
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if not document_reconciliation_v2_available(conn):
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return {
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oid: [row | {"document_id": row["id"], "link_id": None,
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"relationship": _legacy_relationship(row),
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"resolution_source": "legacy_rollout"} for row in legacy.get(oid, [])]
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for oid in opportunity_ids
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}
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v2_rows = [dict(row) for row in conn.execute(
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_bulk_statement(_LINK_SELECT + """
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WHERE l.opportunity_id::text IN :opportunity_ids AND l.ended_at IS NULL
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ORDER BY l.opportunity_id, l.document_kind, l.updated_at DESC
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"""), {"opportunity_ids": opportunity_ids}).mappings().all()]
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v2 = _group_by_opportunity(v2_rows)
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resolved: dict[str, list[Dict[str, Any]]] = {}
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for oid in opportunity_ids:
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legacy_groups = _group_by_opportunity(
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[row | {"opportunity_id": row.get("document_kind")} for row in legacy.get(oid, [])]
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)
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v2_groups = _group_by_opportunity(
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[row | {"opportunity_id": row.get("document_kind")} for row in v2.get(oid, [])]
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)
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documents: list[Dict[str, Any]] = []
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for kind in sorted(set(legacy_groups) | set(v2_groups)):
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legacy_group, v2_group = legacy_groups.get(kind, []), v2_groups.get(kind, [])
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current_ids = {str(row["document_id"]) for row in v2_group if not row.get("ended_at")}
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legacy_ids = {str(row["id"]) for row in legacy_group}
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if legacy_ids and legacy_ids.issubset(current_ids):
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documents.extend(row | {"opportunity_id": oid, "resolution_source": "v2"} for row in v2_group)
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else:
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documents.extend(row | {"opportunity_id": oid, "document_id": row["id"],
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"link_id": None, "relationship": _legacy_relationship(row),
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"resolution_source": "legacy_rollout"} for row in legacy_group)
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resolved[oid] = documents
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return resolved
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def _bulk_operation_snapshots(
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opportunity_ids: list[str], links_by_opp: dict[str, list[Dict[str, Any]]],
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documents_by_opp: dict[str, list[Dict[str, Any]]],
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) -> dict[str, Dict[str, Any]]:
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from app.document_reconciliation_service import select_valid_primary
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from app.operation_service import OPERATION_ACTIONS, OPERATION_CARDS, STATUS_LABELS, integration_settings_summary
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settings = integration_settings_summary()
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snapshots: dict[str, Dict[str, Any]] = {}
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for oid in opportunity_ids:
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links = links_by_opp.get(oid, [])
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by_key = {(row["system"], row["external_type"]): row for row in links}
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fallbacks: dict[tuple[str, str], Dict[str, Any]] = {}
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docs = documents_by_opp.get(oid, [])
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for kind in ("invoice", "quotation", "quote", "proforma"):
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row = select_valid_primary(docs, kind)
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if row is None:
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continue
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doc_kind = str(row.get("document_kind") or "").lower()
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key = ("jasmin", "invoice" if doc_kind == "invoice" else "quotation")
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if key in fallbacks:
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continue
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name = row.get("document_number") or row.get("external_id") or "Documento Jasmin"
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fallbacks[key] = {
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"id": "", "opportunity_id": oid, "system": key[0], "external_type": key[1],
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"external_id": row.get("external_id") or row.get("document_number") or "",
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"external_name": name, "external_url": row.get("external_url") or "",
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"status": "issued" if key[1] == "invoice" else "created",
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"payload": row.get("payload") or {"source": "commercial_documents_fallback"},
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"last_synced_at": row.get("updated_at"), "created_at": row.get("updated_at"),
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"updated_at": row.get("updated_at"),
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}
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cards = []
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for card in OPERATION_CARDS:
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link = by_key.get((card["system"], card["external_type"])) or fallbacks.get((card["system"], card["external_type"]))
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if link:
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status = link.get("status") or "pending"
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cards.append({**card, **link, "status_label": STATUS_LABELS.get(status, status)})
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else:
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cards.append({**card, "status": "not_created", "status_label": card["empty"], "external_name": "", "external_url": ""})
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snapshots[oid] = {"cards": cards, "links": links, "settings": settings, "actions": OPERATION_ACTIONS}
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return snapshots
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def get_opportunity_next_actions(opportunity_ids: Iterable[str]) -> Dict[str, Dict[str, Any]]:
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"""Return the same decisions as the single-item API with a fixed query count."""
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ids = list(dict.fromkeys(str(value).strip() for value in opportunity_ids if str(value).strip()))
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if not ids:
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return {}
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from app.operation_service import ensure_operation_schema
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ensure_operation_schema()
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with engine.begin() as conn:
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opportunities = _bulk_rows(conn, """
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SELECT id::text, stage, status, title,
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local_customer_id::text AS fiscal_customer_id,
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local_customer_id::text AS customer_id, metadata
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FROM opportunities WHERE id::text IN :opportunity_ids
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""", ids)
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tasks = _bulk_rows(conn, """
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SELECT * FROM (
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SELECT id::text, opportunity_id::text, action_code, action, note, priority,
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route, status, due_at, created_at, metadata,
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row_number() OVER (PARTITION BY opportunity_id ORDER BY
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CASE COALESCE(priority, 'normal') WHEN 'alta' THEN 1 WHEN 'normal' THEN 2 WHEN 'baixa' THEN 3 ELSE 4 END,
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due_at NULLS LAST, created_at DESC) AS rn
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FROM tasks WHERE opportunity_id::text IN :opportunity_ids
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) ranked WHERE rn <= 20 ORDER BY opportunity_id, rn
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""", ids)
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documents = _resolve_bulk_documents(ids, conn)
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customers = _bulk_rows(conn, """
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SELECT o.id::text AS opportunity_id, c.id::text, c.name, c.tax_id, c.email,
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c.email AS billing_email, c.street_name AS address,
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c.postal_zone AS postal_code, c.city_name AS city, c.phone
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FROM opportunities o JOIN customers c ON c.id = o.local_customer_id
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WHERE o.id::text IN :opportunity_ids
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""", ids)
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candidates = _bulk_rows(conn, """
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SELECT * FROM (
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SELECT opportunity_id::text, id::text, source_system, external_type,
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document_number, title, confidence,
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row_number() OVER (PARTITION BY opportunity_id ORDER BY confidence DESC NULLS LAST, created_at DESC) AS rn
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FROM reconciliation_items
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WHERE opportunity_id::text IN :opportunity_ids AND status = 'open'
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) ranked WHERE rn = 1
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""", ids)
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operation_links = _bulk_rows(conn, """
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SELECT id::text, opportunity_id::text, system, external_type, external_id,
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external_name, external_url, status, payload, last_synced_at, created_at, updated_at
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FROM operation_links WHERE opportunity_id::text IN :opportunity_ids
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ORDER BY opportunity_id, system, external_type
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""", ids)
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opp_by_id = {str(row["id"]): row for row in opportunities}
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tasks_by_id = _group_by_opportunity(tasks)
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customers_by_id = {str(row["opportunity_id"]): row for row in customers}
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candidates_by_id = {str(row["opportunity_id"]): row for row in candidates}
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links_by_id = _group_by_opportunity(operation_links)
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snapshots = _bulk_operation_snapshots(ids, links_by_id, documents)
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profile = load_company_profile("blif")
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decisions: Dict[str, Dict[str, Any]] = {}
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for oid in ids:
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opp = opp_by_id.get(oid)
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if opp is None:
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decisions[oid] = OpportunityNextAction(
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action_code="NOT_FOUND", label="Oportunidade não encontrada",
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description="Não foi possível encontrar esta oportunidade.", priority="baixa",
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can_execute=False, reason_if_blocked="opportunity_not_found",
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).to_dict()
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continue
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customer = customers_by_id.get(oid)
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fiscal_complete = bool(customer and customer.get("tax_id")
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and (customer.get("billing_email") or customer.get("email"))
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and customer.get("address") and customer.get("postal_code") and customer.get("city"))
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candidate = candidates_by_id.get(oid)
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evidence = build_opportunity_evidence(
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opp, linked_documents=documents.get(oid, []), tasks=tasks_by_id.get(oid, []),
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operation_snapshot=snapshots.get(oid), linked_customer=customer,
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fiscal_data_complete=fiscal_complete, has_reconciliation_candidate=bool(candidate),
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reconciliation_label=(candidate or {}).get("document_number") or (candidate or {}).get("title"),
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company_profile="blif",
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)
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decisions[oid] = decide_opportunity_next_action(evidence, profile).to_dict()
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return decisions
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