Add Phase 11B client aware multi bank ownership and engagement archive

2026-08-22 20:45:36 +05:30
parent 8748ee9539
commit 016299cf0c
9 changed files with 714 additions and 8 deletions
@@ -615,6 +615,10 @@ def analyze_files(paths, customer_override="", account_override="", bank_hint="a
    frames = []
    for path in paths:
        meta, df = parse_pdf(path, bank_hint=bank_hint)
+        # Preserve the bank-extracted owner before an optional manual correction.
+        # Phase 11B ownership validation always prefers this original value.
+        meta.extracted_customer_name = getattr(meta, "customer_name", "") or ""
+        df["extracted_customer_name"] = meta.extracted_customer_name
        if customer_override:
            meta.customer_name = customer_override
            df["customer_name"] = customer_override