A R R R Associates
141 lines
5.6 KiB
Python
141 lines
5.6 KiB
Python
from __future__ import annotations
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from datetime import date, datetime, timezone
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from sqlalchemy import select
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from sqlalchemy.orm import Session
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from app.modules.clients.models import Client, ClientBusinessProfile, ClientBusinessProfileSource
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BUSINESS_MODEL_OPTIONS = (
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"manufacturing",
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"trading",
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"services",
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"manufacturing_and_trading",
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"contracting",
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"construction",
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"professional",
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"transport_logistics",
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"hospitality",
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"mixed",
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"other",
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)
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SOURCE_TYPE_OPTIONS = ("manual_user", "gst", "income_tax", "tally", "system_inference", "ai_inference", "other")
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def get_profile(db: Session, client_id: int) -> ClientBusinessProfile | None:
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return db.execute(select(ClientBusinessProfile).where(ClientBusinessProfile.client_id == int(client_id))).scalar_one_or_none()
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def ensure_profile(db: Session, client: Client, actor_user_id: int | None = None) -> ClientBusinessProfile:
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row = get_profile(db, client.id)
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if row:
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return row
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row = ClientBusinessProfile(
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client_id=client.id,
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tenant_id=client.tenant_id,
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branch_id=client.branch_id,
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created_by_user_id=actor_user_id,
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updated_by_user_id=actor_user_id,
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)
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db.add(row)
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db.flush()
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return row
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def list_sources(db: Session, client_id: int) -> list[ClientBusinessProfileSource]:
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return list(db.execute(
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select(ClientBusinessProfileSource)
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.where(ClientBusinessProfileSource.client_id == int(client_id))
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.order_by(ClientBusinessProfileSource.created_at_utc.desc(), ClientBusinessProfileSource.id.desc())
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).scalars().all())
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def _optional_bool(value: str | None) -> bool | None:
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if value in (None, "", "unknown"):
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return None
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return str(value).lower() in {"1", "true", "yes", "on"}
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def update_profile(db: Session, *, client: Client, actor_user_id: int, form) -> ClientBusinessProfile:
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row = ensure_profile(db, client, actor_user_id)
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row.primary_industry = (form.get("primary_industry") or "").strip() or None
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row.primary_business_activity = (form.get("primary_business_activity") or "").strip() or None
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row.secondary_business_activities = (form.get("secondary_business_activities") or "").strip() or None
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business_model = (form.get("business_model") or "").strip()
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row.business_model = business_model if business_model in BUSINESS_MODEL_OPTIONS else None
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row.main_products = (form.get("main_products") or "").strip() or None
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row.main_services = (form.get("main_services") or "").strip() or None
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row.inventory_maintained = _optional_bool(form.get("inventory_maintained"))
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row.project_job_based = _optional_bool(form.get("project_job_based"))
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row.capital_intensive = _optional_bool(form.get("capital_intensive"))
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row.vehicle_intensive = _optional_bool(form.get("vehicle_intensive"))
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row.notes = (form.get("notes") or "").strip() or None
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row.updated_by_user_id = actor_user_id
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# Editing a confirmed profile returns it to review so automated enrichment can
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# never silently remain marked confirmed after a human changes the facts.
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if row.profile_status == "confirmed":
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row.profile_status = "draft"
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row.confirmed_by_user_id = None
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row.confirmed_at_utc = None
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db.commit()
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db.refresh(row)
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return row
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def confirm_profile(db: Session, *, client: Client, actor_user_id: int) -> ClientBusinessProfile:
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row = ensure_profile(db, client, actor_user_id)
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row.profile_status = "confirmed"
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row.confidence_score = 100
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row.confirmed_by_user_id = actor_user_id
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row.confirmed_at_utc = datetime.now(timezone.utc)
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row.updated_by_user_id = actor_user_id
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db.commit()
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db.refresh(row)
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return row
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def add_source(db: Session, *, client: Client, actor_user_id: int, form) -> ClientBusinessProfileSource:
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profile = ensure_profile(db, client, actor_user_id)
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source_type = (form.get("source_type") or "manual_user").strip()
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if source_type not in SOURCE_TYPE_OPTIONS:
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source_type = "other"
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raw_confidence = (form.get("source_confidence") or "50").strip()
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try:
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confidence = max(0, min(100, int(raw_confidence)))
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except ValueError:
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confidence = 50
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observed_raw = (form.get("observed_on") or "").strip()
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observed_on = None
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if observed_raw:
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try:
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observed_on = date.fromisoformat(observed_raw)
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except ValueError:
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observed_on = None
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row = ClientBusinessProfileSource(
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profile_id=profile.id,
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client_id=client.id,
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tenant_id=client.tenant_id,
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source_type=source_type,
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source_reference=(form.get("source_reference") or "").strip() or None,
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observed_on=observed_on,
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confidence_score=confidence,
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is_authoritative=str(form.get("is_authoritative") or "").lower() in {"1", "true", "yes", "on"},
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evidence_json={
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"primary_industry": profile.primary_industry,
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"primary_business_activity": profile.primary_business_activity,
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"business_model": profile.business_model,
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"main_products": profile.main_products,
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"main_services": profile.main_services,
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},
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notes=(form.get("source_notes") or "").strip() or None,
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created_by_user_id=actor_user_id,
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)
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db.add(row)
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# Confidence is an evidence summary only. User confirmation remains authoritative.
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if profile.profile_status != "confirmed":
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scores = [s.confidence_score for s in list_sources(db, client.id)] + [confidence]
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profile.confidence_score = round(sum(scores) / len(scores)) if scores else 0
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db.commit()
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db.refresh(row)
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return row
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