Add Phase 15 customer and sales ledger intelligence
This commit is contained in:
A R R R Associates
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from __future__ import annotations
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from datetime import date, timedelta
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from urllib.parse import urlencode
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from fastapi import APIRouter, Form, Request
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from fastapi.responses import RedirectResponse
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from sqlalchemy import select
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from app.core.db.common import CommonSessionLocal
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from app.core.security.csrf import get_or_create_csrf_token, validate_csrf
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from app.core.templating import templates
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from app.modules.accounting.historical_learning_models import AccountingHistoricalLearningRun
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from app.modules.accounting.ledger_learning_service import available_tally_guids
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from app.modules.accounting.sales_learning_models import AccountingSalesHistoricalRun
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from app.modules.accounting.sales_learning_service import (
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historical_sales_rows,
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ingest_completed_sales_run,
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learning_summary,
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sales_mappings,
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)
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from app.modules.accounting.ui import _find_visible_client, _require_partner, _visible_clients
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from app.modules.core.rbac.deps import get_user_permissions, get_user_roles
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from app.modules.documents.agent_jobs import enqueue_agent_job
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from app.modules.documents.models import ERPWorkstationAgent
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router = APIRouter(
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prefix="/tools/accounting/sales-learning",
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tags=["accounting-sales-learning-ui"],
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)
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def _go(client_id=0, message="", error=""):
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q = {}
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if client_id:
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q["client_id"] = client_id
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if message:
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q["message"] = message[:300]
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if error:
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q["error"] = error[:300]
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return RedirectResponse(
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"/tools/accounting/sales-learning" + ("?" + urlencode(q) if q else ""),
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status_code=303,
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)
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def _workstations(db, tenant_id: int):
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return list(db.execute(
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select(ERPWorkstationAgent).where(
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ERPWorkstationAgent.tenant_id == int(tenant_id),
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ERPWorkstationAgent.is_active.is_(True),
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ERPWorkstationAgent.tally_connected.is_(True),
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).order_by(ERPWorkstationAgent.machine_name)
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).scalars().all())
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@router.get("")
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def page(
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request: Request,
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client_id: int | None = None,
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message: str = "",
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error: str = "",
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):
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db = CommonSessionLocal()
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try:
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user, denied = _require_partner(request, db, "accounting.learning.view")
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if denied:
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return denied
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clients, scope = _visible_clients(db, request, user)
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selected = next(
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(row for row in clients if client_id and int(row.id) == int(client_id)),
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None,
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)
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mappings = []
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evidence = []
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summary = {"mapping_count": 0, "historical_rows": 0, "review_confirmed": 0, "high_confidence": 0}
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guids = []
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workstations = []
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runs = []
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if selected:
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# Synchronize latest sales evidence run states opportunistically.
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runs = list(db.execute(
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select(AccountingSalesHistoricalRun).where(
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AccountingSalesHistoricalRun.tenant_id == scope.tenant_id,
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AccountingSalesHistoricalRun.client_id == selected.id,
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).order_by(AccountingSalesHistoricalRun.id.desc()).limit(20)
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).scalars().all())
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for run in runs:
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if run.status not in {"completed", "failed"}:
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ingest_completed_sales_run(db, run)
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mappings = sales_mappings(db, tenant_id=scope.tenant_id, client_id=selected.id)
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evidence = historical_sales_rows(db, tenant_id=scope.tenant_id, client_id=selected.id)[:200]
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summary = learning_summary(db, tenant_id=scope.tenant_id, client_id=selected.id)
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guids = available_tally_guids(db, scope.tenant_id, selected.id)
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workstations = _workstations(db, scope.tenant_id)
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return templates.TemplateResponse(
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"modules/accounting/templates/accounting/sales_learning.html",
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{
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"request": request,
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"current_user": user,
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"current_user_roles": get_user_roles(db, user.id),
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"current_user_permissions": get_user_permissions(db, user.id),
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"csrf_token": get_or_create_csrf_token(request),
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"title": "Customer & Sales Ledger Intelligence",
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"clients": clients,
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"selected_client": selected,
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"mappings": mappings,
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"evidence": evidence,
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"summary": summary,
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"tally_guids": guids,
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"workstations": workstations,
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"runs": runs,
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"message": message,
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"error": error,
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},
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)
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finally:
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db.close()
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@router.post("/collect")
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def collect(
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request: Request,
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client_id: int = Form(...),
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workstation_id: int = Form(...),
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tally_guid: str = Form(...),
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date_from: str = Form(""),
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date_to: str = Form(""),
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csrf_token: str = Form(...),
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):
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validate_csrf(request, csrf_token)
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db = CommonSessionLocal()
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try:
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user, denied = _require_partner(request, db, "accounting.learning.manage")
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if denied:
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return denied
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client, _, scope = _find_visible_client(db, request, user, client_id)
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if not client:
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return _go(error="Client is not visible.")
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workstation = db.get(ERPWorkstationAgent, int(workstation_id))
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if (
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not workstation
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or int(workstation.tenant_id) != int(scope.tenant_id)
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or not workstation.is_active
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or not workstation.tally_connected
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):
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raise ValueError("Selected workstation is not available with Tally connected.")
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guid_options = dict(available_tally_guids(db, scope.tenant_id, client.id))
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if tally_guid not in guid_options:
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raise ValueError("Selected Tally company is not mapped to this client.")
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if not date_from:
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date_from = (date.today() - timedelta(days=730)).isoformat()
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if not date_to:
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date_to = date.today().isoformat()
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payload = {
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"tenant_id": scope.tenant_id,
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"client_id": client.id,
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"tally_guid": tally_guid,
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"date_from": date_from,
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"date_to": date_to,
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"voucher_scope": "sales",
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}
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job = enqueue_agent_job(
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db,
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workstation_agent_id=workstation.id,
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action="accounting_historical_evidence",
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payload=payload,
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priority=6,
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max_attempts=2,
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created_by_user_id=user.id,
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)
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run = AccountingSalesHistoricalRun(
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tenant_id=scope.tenant_id,
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client_id=client.id,
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tally_guid=tally_guid,
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company_name=guid_options.get(tally_guid, ""),
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workstation_agent_id=workstation.id,
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agent_job_id=job.id,
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date_from=date_from,
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date_to=date_to,
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status="queued",
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requested_by_user_id=user.id,
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)
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db.add(run)
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db.commit()
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return _go(
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client.id,
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message="Historical Tally Sales evidence collection queued.",
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)
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except Exception as exc:
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db.rollback()
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return _go(client_id, error=str(exc))
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finally:
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db.close()
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