A R R R Associates
121 lines
4.0 KiB
Python
121 lines
4.0 KiB
Python
from __future__ import annotations
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from sqlalchemy import select
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from sqlalchemy.orm import Session
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from app.modules.core.iam.models import User
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from app.modules.core.iam.profile_service import profile_photo_url
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from app.modules.core.tenancy.models import Branch, Tenant
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def _initials(name: str | None, email: str | None = None) -> str:
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source = (name or email or "Auditor").strip()
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parts = [p for p in source.replace("@", " ").replace(".", " ").split() if p]
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if not parts:
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return "AU"
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if len(parts) == 1:
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return parts[0][:2].upper()
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return (parts[0][:1] + parts[-1][:1]).upper()
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def _contact_card_from_user(
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*,
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user: User | None,
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tenant_name: str | None,
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branch_name: str | None,
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source_label: str,
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) -> dict:
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if not user:
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return {
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"available": False,
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"name": "Firm team",
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"designation": "Audit support team",
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"qualification": None,
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"email": None,
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"mobile": None,
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"photo_url": None,
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"initials": "FT",
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"firm_name": tenant_name,
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"branch_name": branch_name,
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"source_label": source_label,
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}
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name = getattr(user, "full_name", None) or getattr(user, "email", None) or "Firm team"
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designation = getattr(user, "designation", None) or source_label or "Auditor"
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return {
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"available": True,
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"name": name,
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"designation": designation,
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"qualification": getattr(user, "qualification", None),
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"email": getattr(user, "email", None),
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"mobile": getattr(user, "mobile", None),
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"photo_url": profile_photo_url(user),
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"initials": _initials(name, getattr(user, "email", None)),
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"firm_name": tenant_name,
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"branch_name": branch_name,
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"source_label": source_label,
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}
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def build_client_auditor_card(db: Session, client_row: dict | None) -> dict:
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"""Return a client-facing contact card for the assigned auditor/partner.
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Priority:
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1. Client assigned partner (`partner_id`).
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2. Default review partner, if no assigned partner exists.
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3. Firm team fallback using tenant/branch names.
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This reuses Phase 7Q.3 user profile fields and does not create new tables.
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"""
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if not client_row:
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return _contact_card_from_user(
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user=None,
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tenant_name=None,
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branch_name=None,
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source_label="Firm team",
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)
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tenant_name = client_row.get("tenant_name")
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branch_name = client_row.get("branch_name")
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tenant_id = client_row.get("tenant_id")
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branch_id = client_row.get("branch_id")
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partner_id = client_row.get("partner_id") or client_row.get("assoc_partner_user_id")
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review_partner_id = client_row.get("default_review_partner_user_id")
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target_user_id = partner_id or review_partner_id
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source_label = "Assigned Auditor" if partner_id else "Review Partner"
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if not target_user_id:
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return _contact_card_from_user(
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user=None,
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tenant_name=tenant_name,
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branch_name=branch_name,
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source_label="Firm team",
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)
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stmt = (
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select(User, Tenant.name.label("tenant_name"), Branch.name.label("branch_name"))
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.join(Tenant, Tenant.id == User.tenant_id, isouter=True)
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.join(Branch, Branch.id == User.branch_id, isouter=True)
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.where(User.id == int(target_user_id), User.deleted_at.is_(None))
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)
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if tenant_id:
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stmt = stmt.where(User.tenant_id == int(tenant_id))
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result = db.execute(stmt).first()
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if not result:
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return _contact_card_from_user(
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user=None,
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tenant_name=tenant_name,
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branch_name=branch_name,
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source_label="Firm team",
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)
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user, resolved_tenant_name, resolved_branch_name = result
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return _contact_card_from_user(
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user=user,
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tenant_name=resolved_tenant_name or tenant_name,
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branch_name=resolved_branch_name or branch_name,
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source_label=source_label,
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)
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