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

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A R R R Associates
2026-08-22 20:45:36 +05:30
parent 8748ee9539
commit 016299cf0c
9 changed files with 714 additions and 8 deletions
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app/modules/bank_statement_analyzer/ui.py
+48 -3
View File
@@ -16,6 +16,7 @@ from app.core.templating import templates
from app.modules.core.rbac.deps import get_user_permissions, get_user_roles
from .parsers.registry import BANK_OPTIONS
from .client_context import analyzer_client_context, validate_selected_client_and_engagement
from .service import (
can_use,
create_job_folder,
@@ -85,6 +86,10 @@ def _ctx(request, db, user, **extra):
"selected_bank": "auto",
"financial_year": "",
"classification_enabled": True,
"analyzer_clients": [],
"analyzer_engagements": [],
"selected_client_id": None,
"selected_engagement_id": None,
}
data.update(extra)
return data
@@ -112,13 +117,27 @@ def index(request: Request, job: str | None = None):
selected_job = get_owned_job(user.id, job) if job else None
recent = [_localised_job_view(item, timezone_name) for item in list_user_jobs(user.id, limit=8)]
active_job = _localised_job_view(selected_job, timezone_name) if selected_job else None
return templates.TemplateResponse("modules/bank_statement_analyzer/templates/bank_statement_analyzer/index.html", _ctx(request, db, user, error="", active_job=active_job, recent_jobs=recent, display_timezone=timezone_name))
client_context = analyzer_client_context(db, request=request, user=user, roles=roles)
return templates.TemplateResponse(
"modules/bank_statement_analyzer/templates/bank_statement_analyzer/index.html",
_ctx(
request,
db,
user,
error="",
active_job=active_job,
recent_jobs=recent,
display_timezone=timezone_name,
analyzer_clients=client_context["clients"],
analyzer_engagements=client_context["engagements"],
),
)
finally:
db.close()
@router.post("/analyze")
async def analyze(request: Request, csrf_token: str = Form(...), bank_selection: str = Form("auto"), financial_year: str = Form(""), customer_name: str = Form(""), account_number: str = Form(""), enable_classification: str | None = Form(None), statements: list[UploadFile] = File(...)):
async def analyze(request: Request, csrf_token: str = Form(...), bank_selection: str = Form("auto"), financial_year: str = Form(""), customer_name: str = Form(""), account_number: str = Form(""), client_id: str = Form(""), engagement_id: str = Form(""), confirm_same_client: str | None = Form(None), enable_classification: str | None = Form(None), statements: list[UploadFile] = File(...)):
db = CommonSessionLocal()
selected_bank = bank_selection if bank_selection in dict(BANK_OPTIONS) else "auto"
classification_enabled = enable_classification == "1"
@@ -128,10 +147,35 @@ async def analyze(request: Request, csrf_token: str = Form(...), bank_selection:
if denied:
return denied
validate_csrf(request, csrf_token)
resolved_client_id = int(client_id) if client_id.strip() else None
resolved_engagement_id = int(engagement_id) if engagement_id.strip() else None
validate_selected_client_and_engagement(
db,
request=request,
user=user,
roles=roles,
client_id=resolved_client_id,
engagement_id=resolved_engagement_id,
)
job_id, input_dir, _output_dir = create_job_folder(user, roles)
job_dir = input_dir.parent
paths = await save_uploads(statements, input_dir)
enqueue_job(user=user, roles=roles, job_id=job_id, paths=paths, job_dir=job_dir, bank_selection=selected_bank, financial_year=financial_year, customer_override=customer_name, account_override=account_number, classification_enabled=classification_enabled)
enqueue_job(
user=user,
roles=roles,
job_id=job_id,
paths=paths,
job_dir=job_dir,
bank_selection=selected_bank,
financial_year=financial_year,
customer_override=customer_name,
account_override=account_number,
classification_enabled=classification_enabled,
client_id=resolved_client_id,
engagement_id=resolved_engagement_id,
ownership_confirmation=(confirm_same_client == "1"),
)
return RedirectResponse(f"/tools/bank-statement-analyzer?job={job_id}#analysis-status", status_code=303)
except Exception as exc:
if job_dir:
@@ -142,6 +186,7 @@ async def analyze(request: Request, csrf_token: str = Form(...), bank_selection:
return RedirectResponse("/login", status_code=303)
timezone_name = _display_timezone_name(request, db, user)
recent = [_localised_job_view(item, timezone_name) for item in list_user_jobs(user.id, limit=8)]
client_context = analyzer_client_context(db, request=request, user=user, roles=get_user_roles(db, user.id))
return templates.TemplateResponse("modules/bank_statement_analyzer/templates/bank_statement_analyzer/index.html", _ctx(request, db, user, error=str(exc), active_job=None, recent_jobs=recent, selected_bank=selected_bank, financial_year=financial_year, classification_enabled=classification_enabled, display_timezone=timezone_name), status_code=400)
finally:
db.close()