A R R R Associates
106 lines
5.0 KiB
Python
106 lines
5.0 KiB
Python
from __future__ import annotations
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from fastapi import APIRouter, Request
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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
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from app.core.templating import templates
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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 historical_sales_rows, ingest_completed_sales_run, learning_summary, sales_mappings
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from app.modules.accounting.ui import _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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router = APIRouter(prefix="/tools/accounting", tags=["accounting-sales-menu-ui"])
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def _context(db, request, user, title, client_id):
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clients, scope = _visible_clients(db, request, user)
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selected = next((c for c in clients if client_id and int(c.id) == int(client_id)), None)
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return selected, scope, {
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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": title,
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"clients": clients,
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"selected_client": selected,
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}
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def _sync_runs(db, tenant_id, client_id):
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runs = list(db.execute(select(AccountingSalesHistoricalRun).where(
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AccountingSalesHistoricalRun.tenant_id == int(tenant_id),
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AccountingSalesHistoricalRun.client_id == int(client_id),
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).order_by(AccountingSalesHistoricalRun.id.desc()).limit(20)).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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return runs
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@router.get("/customer-intelligence")
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def customer_intelligence(request: Request, client_id: int | None = None):
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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: return denied
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selected, scope, ctx = _context(db, request, user, "Customer Intelligence", client_id)
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mappings = []
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summary = {"mapping_count": 0, "historical_rows": 0, "review_confirmed": 0, "high_confidence": 0}
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if selected:
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mappings = sales_mappings(db, tenant_id=scope.tenant_id, client_id=selected.id)
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summary = learning_summary(db, tenant_id=scope.tenant_id, client_id=selected.id)
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ctx.update(mappings=mappings, summary=summary)
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return templates.TemplateResponse("modules/accounting/templates/accounting/customer_intelligence.html", ctx)
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finally:
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db.close()
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@router.get("/historical-sales-learning")
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def historical_sales_learning(request: Request, client_id: int | None = None):
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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: return denied
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selected, scope, ctx = _context(db, request, user, "Historical Sales Learning", client_id)
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evidence, runs = [], []
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summary = {"mapping_count": 0, "historical_rows": 0, "review_confirmed": 0, "high_confidence": 0}
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if selected:
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runs = _sync_runs(db, scope.tenant_id, selected.id)
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evidence = historical_sales_rows(db, tenant_id=scope.tenant_id, client_id=selected.id)[:500]
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summary = learning_summary(db, tenant_id=scope.tenant_id, client_id=selected.id)
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ctx.update(evidence=evidence, runs=runs, summary=summary)
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return templates.TemplateResponse("modules/accounting/templates/accounting/historical_sales_learning.html", ctx)
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finally:
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db.close()
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@router.get("/sales-ledger-learning")
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def sales_ledger_learning(request: Request, client_id: int | None = None):
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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: return denied
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selected, scope, ctx = _context(db, request, user, "Sales Ledger Learning", client_id)
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mappings, evidence = [], []
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summary = {"mapping_count": 0, "historical_rows": 0, "review_confirmed": 0, "high_confidence": 0}
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if selected:
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_sync_runs(db, scope.tenant_id, selected.id)
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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)[:500]
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summary = learning_summary(db, tenant_id=scope.tenant_id, client_id=selected.id)
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hist = {}
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for e in evidence:
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hist.setdefault(str(e.party_ledger_name or '').strip().casefold(), []).append(e)
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rows = []
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for m in mappings:
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key = str(m.tally_customer_ledger_name or m.customer_name or '').strip().casefold()
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h = hist.get(key, [])
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rows.append({"mapping": m, "history": h[0] if h else None, "history_count": len(h)})
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ctx.update(learning_rows=rows, summary=summary)
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return templates.TemplateResponse("modules/accounting/templates/accounting/sales_ledger_learning.html", ctx)
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finally:
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db.close()
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