A R R R Associates
636 lines
25 KiB
Python
636 lines
25 KiB
Python
from __future__ import annotations
|
|
|
|
from dataclasses import dataclass, field
|
|
from datetime import datetime, timezone
|
|
import hashlib
|
|
import json
|
|
import re
|
|
from typing import Any
|
|
|
|
from sqlalchemy import func, select
|
|
from sqlalchemy.orm import Session
|
|
|
|
from app.modules.services.models import (
|
|
ClientServiceTaskInstance,
|
|
FirmServiceSelection,
|
|
FirmServiceTaskTemplate,
|
|
ServiceDefaultTaskTemplate,
|
|
ServiceTaskCategory,
|
|
)
|
|
|
|
|
|
# Fields that define the centrally maintained system-default task snapshot.
|
|
# task_category_id is deliberately excluded because system and firm category
|
|
# masters use different scoped rows; task_category text is the portable value.
|
|
SYSTEM_TASK_FIELDS: tuple[str, ...] = (
|
|
"task_name",
|
|
"description",
|
|
"sequence_no",
|
|
"default_role_name",
|
|
"eligible_role_names",
|
|
"is_mandatory",
|
|
"requires_review",
|
|
"normal_review_role",
|
|
"task_category",
|
|
"response_required",
|
|
"response_type",
|
|
"evidence_required",
|
|
"remarks_required_if_no",
|
|
"task_tool_code",
|
|
"is_aqmm_task",
|
|
"aqmm_mandatory",
|
|
"aqmm_evidence_required",
|
|
"aqmm_manager_review_required",
|
|
"aqmm_partner_review_required",
|
|
"aqmm_review_partner_required",
|
|
"aqmm_blocks_final_release",
|
|
"aqmm_reference",
|
|
"is_active",
|
|
)
|
|
|
|
_SPACE_RE = re.compile(r"\s+")
|
|
|
|
|
|
@dataclass
|
|
class FirmDefaultTaskSyncResult:
|
|
created: int = 0
|
|
updated: int = 0
|
|
duplicates_disabled: int = 0
|
|
unchanged: int = 0
|
|
custom_updates_available: int = 0
|
|
linked_legacy: int = 0
|
|
engagement_created: int = 0
|
|
engagement_updated_pending: int = 0
|
|
engagement_deactivated_pending: int = 0
|
|
engagement_preserved_history: int = 0
|
|
|
|
@property
|
|
def active_total_change(self) -> int:
|
|
return self.created - self.duplicates_disabled
|
|
|
|
|
|
@dataclass
|
|
class SystemDefaultRolloutResult:
|
|
firms_processed: int = 0
|
|
firms_changed: int = 0
|
|
created: int = 0
|
|
updated: int = 0
|
|
unchanged: int = 0
|
|
custom_updates_available: int = 0
|
|
duplicates_disabled: int = 0
|
|
engagement_created: int = 0
|
|
engagement_updated_pending: int = 0
|
|
engagement_deactivated_pending: int = 0
|
|
engagement_preserved_history: int = 0
|
|
tenant_results: dict[int, FirmDefaultTaskSyncResult] = field(default_factory=dict)
|
|
|
|
|
|
def _normalise_name(value: str | None) -> str:
|
|
return _SPACE_RE.sub(" ", (value or "").strip()).casefold()
|
|
|
|
|
|
def _portable_value(value: Any) -> Any:
|
|
if isinstance(value, (str, int, float, bool)) or value is None:
|
|
return value
|
|
return str(value)
|
|
|
|
|
|
def _snapshot_dict(row: Any) -> dict[str, Any]:
|
|
return {name: _portable_value(getattr(row, name, None)) for name in SYSTEM_TASK_FIELDS}
|
|
|
|
|
|
def system_task_hash(source: ServiceDefaultTaskTemplate) -> str:
|
|
payload = json.dumps(_snapshot_dict(source), sort_keys=True, separators=(",", ":"), ensure_ascii=False)
|
|
return hashlib.sha256(payload.encode("utf-8")).hexdigest()
|
|
|
|
|
|
def firm_task_hash(target: FirmServiceTaskTemplate) -> str:
|
|
payload = json.dumps(_snapshot_dict(target), sort_keys=True, separators=(",", ":"), ensure_ascii=False)
|
|
return hashlib.sha256(payload.encode("utf-8")).hexdigest()
|
|
|
|
|
|
def _legacy_retirement_equivalent(
|
|
source: ServiceDefaultTaskTemplate,
|
|
target: FirmServiceTaskTemplate,
|
|
) -> bool:
|
|
"""Return True when a legacy firm row differs only because the system row was retired.
|
|
|
|
Full-sync retirement moves omitted system rows into a high temporary sequence range
|
|
before setting is_active=False. Legacy firm rows created before provenance tracking still
|
|
carry their old active flag and old sequence. Those two differences must not make an
|
|
otherwise inherited task look like a deliberate firm customization.
|
|
|
|
Any substantive field difference still protects the firm row as customized.
|
|
"""
|
|
source_snapshot = _snapshot_dict(source)
|
|
target_snapshot = _snapshot_dict(target)
|
|
source_snapshot.pop("is_active", None)
|
|
target_snapshot.pop("is_active", None)
|
|
if int(getattr(source, "sequence_no", 0) or 0) >= 100000:
|
|
source_snapshot.pop("sequence_no", None)
|
|
target_snapshot.pop("sequence_no", None)
|
|
return source_snapshot == target_snapshot
|
|
|
|
|
|
def system_task_diff(source: ServiceDefaultTaskTemplate, target: FirmServiceTaskTemplate) -> list[dict[str, Any]]:
|
|
labels = {
|
|
"task_name": "Task name",
|
|
"description": "Description",
|
|
"sequence_no": "Sequence",
|
|
"default_role_name": "Default role",
|
|
"eligible_role_names": "Eligible roles",
|
|
"is_mandatory": "Mandatory",
|
|
"requires_review": "Review required",
|
|
"normal_review_role": "Normal reviewer",
|
|
"task_category": "Task category",
|
|
"response_required": "Response required",
|
|
"response_type": "Response type",
|
|
"evidence_required": "Evidence required",
|
|
"remarks_required_if_no": "Remarks required if No",
|
|
"task_tool_code": "Task tool",
|
|
"is_aqmm_task": "AQMM task",
|
|
"aqmm_mandatory": "AQMM mandatory",
|
|
"aqmm_evidence_required": "AQMM evidence",
|
|
"aqmm_manager_review_required": "AQMM manager review",
|
|
"aqmm_partner_review_required": "AQMM partner review",
|
|
"aqmm_review_partner_required": "AQMM review partner",
|
|
"aqmm_blocks_final_release": "Blocks final release",
|
|
"aqmm_reference": "AQMM reference",
|
|
"is_active": "Active",
|
|
}
|
|
changes: list[dict[str, Any]] = []
|
|
for name in SYSTEM_TASK_FIELDS:
|
|
old = getattr(target, name, None)
|
|
new = getattr(source, name, None)
|
|
if old != new:
|
|
changes.append({"field": name, "label": labels.get(name, name), "firm": old, "system": new})
|
|
return changes
|
|
|
|
|
|
def mark_firm_task_customized(task: FirmServiceTaskTemplate) -> None:
|
|
"""Mark an explicitly edited firm task as protected from automatic overwrite."""
|
|
task.is_customized = True
|
|
# Do not clear an already pending system update. If there is no pending update,
|
|
# the next system revision/hash change will create one automatically.
|
|
|
|
|
|
def _ensure_firm_category(
|
|
db: Session,
|
|
*,
|
|
source: ServiceDefaultTaskTemplate,
|
|
tenant_id: int,
|
|
user_id: int | None,
|
|
) -> ServiceTaskCategory | None:
|
|
name = (getattr(source, "task_category", None) or "").strip()
|
|
if not name:
|
|
return None
|
|
|
|
system_category = None
|
|
source_category_id = getattr(source, "task_category_id", None)
|
|
if source_category_id:
|
|
system_category = db.get(ServiceTaskCategory, int(source_category_id))
|
|
|
|
code = ((getattr(system_category, "code", None) or "").strip().upper() if system_category else "")
|
|
if code:
|
|
existing = db.execute(
|
|
select(ServiceTaskCategory).where(
|
|
ServiceTaskCategory.tenant_id == tenant_id,
|
|
ServiceTaskCategory.service_catalogue_id == source.service_catalogue_id,
|
|
ServiceTaskCategory.code == code,
|
|
)
|
|
).scalar_one_or_none()
|
|
else:
|
|
existing = db.execute(
|
|
select(ServiceTaskCategory).where(
|
|
ServiceTaskCategory.tenant_id == tenant_id,
|
|
ServiceTaskCategory.service_catalogue_id == source.service_catalogue_id,
|
|
func.lower(ServiceTaskCategory.name) == name.lower(),
|
|
)
|
|
).scalar_one_or_none()
|
|
|
|
if existing:
|
|
# Central category rename/status/order should remain aligned for inherited use.
|
|
# Firm category rows are shared by firm templates, so update only metadata that
|
|
# does not destroy task history.
|
|
if system_category:
|
|
existing.name = system_category.name
|
|
existing.sort_order = system_category.sort_order
|
|
existing.is_active = system_category.is_active
|
|
if user_id is not None:
|
|
existing.updated_by_user_id = user_id
|
|
return existing
|
|
|
|
if not code:
|
|
# Match the application's existing category-code convention sufficiently for
|
|
# automatic inherited categories without importing services.py (avoids cycles).
|
|
code = re.sub(r"[^A-Z0-9]+", "_", name.upper()).strip("_")[:50] or "CATEGORY"
|
|
base = code
|
|
suffix = 2
|
|
while db.execute(
|
|
select(ServiceTaskCategory.id).where(
|
|
ServiceTaskCategory.tenant_id == tenant_id,
|
|
ServiceTaskCategory.service_catalogue_id == source.service_catalogue_id,
|
|
ServiceTaskCategory.code == code,
|
|
)
|
|
).first():
|
|
code = f"{base[:45]}_{suffix}"
|
|
suffix += 1
|
|
|
|
row = ServiceTaskCategory(
|
|
tenant_id=tenant_id,
|
|
service_catalogue_id=source.service_catalogue_id,
|
|
code=code,
|
|
name=(system_category.name if system_category else name),
|
|
sort_order=(system_category.sort_order if system_category else 100),
|
|
is_active=(system_category.is_active if system_category else True),
|
|
created_by_user_id=user_id,
|
|
updated_by_user_id=user_id,
|
|
)
|
|
db.add(row)
|
|
db.flush()
|
|
return row
|
|
|
|
|
|
def _copy_default_columns(
|
|
db: Session,
|
|
source: ServiceDefaultTaskTemplate,
|
|
target: FirmServiceTaskTemplate,
|
|
*,
|
|
tenant_id: int,
|
|
user_id: int | None,
|
|
allow_sequence_change: bool = True,
|
|
) -> bool:
|
|
changed = False
|
|
for name in SYSTEM_TASK_FIELDS:
|
|
if name == "sequence_no" and not allow_sequence_change:
|
|
continue
|
|
new_value = getattr(source, name, None)
|
|
if getattr(target, name, None) != new_value:
|
|
setattr(target, name, new_value)
|
|
changed = True
|
|
|
|
category = _ensure_firm_category(db, source=source, tenant_id=tenant_id, user_id=user_id)
|
|
category_id = category.id if category else None
|
|
category_name = category.name if category else None
|
|
if getattr(target, "task_category_id", None) != category_id:
|
|
target.task_category_id = category_id
|
|
changed = True
|
|
if getattr(target, "task_category", None) != category_name:
|
|
target.task_category = category_name
|
|
changed = True
|
|
return changed
|
|
|
|
|
|
def _reference_counts(db: Session, *, firm_task_ids: list[int]) -> dict[int, int]:
|
|
if not firm_task_ids:
|
|
return {}
|
|
rows = db.execute(
|
|
select(ClientServiceTaskInstance.firm_task_template_id, func.count(ClientServiceTaskInstance.id))
|
|
.where(ClientServiceTaskInstance.firm_task_template_id.in_(firm_task_ids))
|
|
.group_by(ClientServiceTaskInstance.firm_task_template_id)
|
|
).all()
|
|
return {int(template_id): int(count) for template_id, count in rows if template_id is not None}
|
|
|
|
|
|
def _choose_canonical(candidates: list[FirmServiceTaskTemplate], *, reference_counts: dict[int, int]) -> FirmServiceTaskTemplate:
|
|
return sorted(candidates, key=lambda row: (-reference_counts.get(int(row.id), 0), int(row.id)))[0]
|
|
|
|
|
|
def _next_free_sequence(used: set[int], preferred: int) -> int:
|
|
if preferred > 0 and preferred not in used:
|
|
return preferred
|
|
candidate = max(used or {0}) + 1
|
|
while candidate in used:
|
|
candidate += 1
|
|
return candidate
|
|
|
|
|
|
def sync_firm_tasks_from_system_defaults(
|
|
db: Session,
|
|
*,
|
|
tenant_id: int,
|
|
service_catalogue_id: int,
|
|
updated_by_user_id: int | None = None,
|
|
sync_open_engagements: bool = False,
|
|
) -> FirmDefaultTaskSyncResult:
|
|
"""Synchronise one firm's task templates from centrally maintained defaults.
|
|
|
|
Inherited tasks are updated automatically. Explicitly customized linked tasks are
|
|
never overwritten; a system_update_available flag is raised for Firm Admin review.
|
|
Firm-only tasks remain untouched. Legacy rows are linked by exact normalized name.
|
|
"""
|
|
defaults = db.execute(
|
|
select(ServiceDefaultTaskTemplate)
|
|
.where(ServiceDefaultTaskTemplate.service_catalogue_id == service_catalogue_id)
|
|
.order_by(ServiceDefaultTaskTemplate.sequence_no.asc(), ServiceDefaultTaskTemplate.id.asc())
|
|
).scalars().all()
|
|
firm_rows = db.execute(
|
|
select(FirmServiceTaskTemplate)
|
|
.where(
|
|
FirmServiceTaskTemplate.tenant_id == tenant_id,
|
|
FirmServiceTaskTemplate.service_catalogue_id == service_catalogue_id,
|
|
)
|
|
.order_by(FirmServiceTaskTemplate.sequence_no.asc(), FirmServiceTaskTemplate.id.asc())
|
|
).scalars().all()
|
|
|
|
result = FirmDefaultTaskSyncResult()
|
|
reference_counts = _reference_counts(db, firm_task_ids=[int(r.id) for r in firm_rows if r.id])
|
|
by_source: dict[int, list[FirmServiceTaskTemplate]] = {}
|
|
legacy_by_name: dict[str, list[FirmServiceTaskTemplate]] = {}
|
|
for row in firm_rows:
|
|
if row.source_system_task_id:
|
|
by_source.setdefault(int(row.source_system_task_id), []).append(row)
|
|
else:
|
|
key = _normalise_name(row.task_name)
|
|
if key:
|
|
legacy_by_name.setdefault(key, []).append(row)
|
|
|
|
used_sequences = {int(r.sequence_no) for r in firm_rows if r.sequence_no is not None}
|
|
|
|
for source in defaults:
|
|
latest_hash = system_task_hash(source)
|
|
candidates = by_source.get(int(source.id), [])
|
|
linked_from_legacy = False
|
|
if not candidates:
|
|
legacy_candidates = legacy_by_name.get(_normalise_name(source.task_name), [])
|
|
if not legacy_candidates:
|
|
# One-time migration fallback for a firm that renamed a previously
|
|
# copied default before provenance columns existed. Sequence is used
|
|
# only when there is exactly one unlinked candidate at that position.
|
|
legacy_candidates = [
|
|
row for row in firm_rows
|
|
if row.source_system_task_id is None
|
|
and int(row.sequence_no or 0) == int(source.sequence_no or 0)
|
|
]
|
|
if len(legacy_candidates) != 1:
|
|
legacy_candidates = []
|
|
if legacy_candidates:
|
|
target = _choose_canonical(legacy_candidates, reference_counts=reference_counts)
|
|
candidates = [target]
|
|
target.source_system_task_id = source.id
|
|
linked_from_legacy = True
|
|
result.linked_legacy += 1
|
|
by_source.setdefault(int(source.id), []).append(target)
|
|
# Remove from future legacy matching.
|
|
key = _normalise_name(target.task_name)
|
|
if key in legacy_by_name:
|
|
legacy_by_name[key] = [r for r in legacy_by_name[key] if r.id != target.id]
|
|
|
|
if candidates:
|
|
target = _choose_canonical(candidates, reference_counts=reference_counts)
|
|
for duplicate in candidates:
|
|
if duplicate.id == target.id:
|
|
continue
|
|
if duplicate.is_active:
|
|
duplicate.is_active = False
|
|
if updated_by_user_id is not None:
|
|
duplicate.updated_by_user_id = updated_by_user_id
|
|
result.duplicates_disabled += 1
|
|
|
|
# For legacy rows with no inheritance history, infer whether they were
|
|
# already firm-customized by comparing the full portable snapshot.
|
|
if linked_from_legacy and target.last_synced_system_hash is None:
|
|
if not source.is_active and _legacy_retirement_equivalent(source, target):
|
|
# This was an inherited legacy row whose system source has just been
|
|
# retired by Full Synchronization. Do not misclassify the active/old
|
|
# sequence difference as a firm customization; allow normal retirement
|
|
# propagation below.
|
|
target.is_customized = False
|
|
else:
|
|
target.is_customized = firm_task_hash(target) != latest_hash
|
|
if not target.is_customized:
|
|
target.last_synced_system_hash = latest_hash
|
|
target.last_reviewed_system_hash = latest_hash
|
|
|
|
# Repair rows linked by an earlier rollout where retirement-only differences
|
|
# were incorrectly interpreted as customization. This is deliberately limited
|
|
# to rows that have never had a successful inherited snapshot recorded.
|
|
if (
|
|
not source.is_active
|
|
and target.is_customized
|
|
and target.last_synced_system_hash is None
|
|
and _legacy_retirement_equivalent(source, target)
|
|
):
|
|
target.is_customized = False
|
|
target.system_update_available = False
|
|
target.system_update_detected_at_utc = None
|
|
|
|
# Detect out-of-band edits to a linked inherited row as customization.
|
|
if (
|
|
not target.is_customized
|
|
and target.last_synced_system_hash
|
|
and firm_task_hash(target) != target.last_synced_system_hash
|
|
):
|
|
target.is_customized = True
|
|
|
|
if target.is_customized:
|
|
pending = target.last_reviewed_system_hash != latest_hash
|
|
target.system_update_available = pending
|
|
target.system_update_detected_at_utc = datetime.now(timezone.utc) if pending else None
|
|
if pending:
|
|
result.custom_updates_available += 1
|
|
else:
|
|
result.unchanged += 1
|
|
continue
|
|
|
|
# Inherited task: copy system values. Sequence changes are applied when
|
|
# the desired number is free or currently owned by this same row. If a
|
|
# firm-only/custom row owns it, preserve that row and place this inherited
|
|
# task at the next free sequence instead of overwriting customization.
|
|
desired_seq = int(source.sequence_no or 0)
|
|
current_seq = int(target.sequence_no or 0)
|
|
allow_seq = desired_seq == current_seq or desired_seq not in (used_sequences - {current_seq})
|
|
if allow_seq:
|
|
used_sequences.discard(current_seq)
|
|
used_sequences.add(desired_seq)
|
|
changed = _copy_default_columns(
|
|
db,
|
|
source,
|
|
target,
|
|
tenant_id=tenant_id,
|
|
user_id=updated_by_user_id,
|
|
allow_sequence_change=allow_seq,
|
|
)
|
|
target.source_system_task_id = source.id
|
|
target.last_synced_system_hash = latest_hash
|
|
target.last_reviewed_system_hash = latest_hash
|
|
target.system_update_available = False
|
|
target.system_update_detected_at_utc = None
|
|
if updated_by_user_id is not None:
|
|
target.updated_by_user_id = updated_by_user_id
|
|
result.updated += 1 if changed else 0
|
|
result.unchanged += 0 if changed else 1
|
|
continue
|
|
|
|
# Missing default: create a new inherited row. Avoid colliding with a
|
|
# firm-only sequence; identity is source_system_task_id, not sequence number.
|
|
preferred = int(source.sequence_no or 0)
|
|
seq = _next_free_sequence(used_sequences, preferred)
|
|
used_sequences.add(seq)
|
|
row = FirmServiceTaskTemplate(
|
|
tenant_id=tenant_id,
|
|
service_catalogue_id=service_catalogue_id,
|
|
task_name=source.task_name,
|
|
sequence_no=seq,
|
|
source_system_task_id=source.id,
|
|
is_customized=False,
|
|
last_synced_system_hash=latest_hash,
|
|
last_reviewed_system_hash=latest_hash,
|
|
system_update_available=False,
|
|
created_by_user_id=updated_by_user_id,
|
|
updated_by_user_id=updated_by_user_id,
|
|
)
|
|
db.add(row)
|
|
db.flush()
|
|
_copy_default_columns(
|
|
db,
|
|
source,
|
|
row,
|
|
tenant_id=tenant_id,
|
|
user_id=updated_by_user_id,
|
|
allow_sequence_change=(seq == preferred),
|
|
)
|
|
result.created += 1
|
|
firm_rows.append(row)
|
|
by_source.setdefault(int(source.id), []).append(row)
|
|
|
|
db.flush()
|
|
|
|
if sync_open_engagements:
|
|
from app.modules.services.execution import sync_open_engagement_tasks_for_service
|
|
|
|
engagement = sync_open_engagement_tasks_for_service(
|
|
db,
|
|
tenant_id=tenant_id,
|
|
catalogue_id=service_catalogue_id,
|
|
user_id=updated_by_user_id or 0,
|
|
include_started_open_tasks=False,
|
|
safe_system_rollout=True,
|
|
)
|
|
result.engagement_created = engagement.get("created", 0)
|
|
result.engagement_updated_pending = engagement.get("updated_pending", 0)
|
|
result.engagement_deactivated_pending = engagement.get("deactivated_pending", 0)
|
|
result.engagement_preserved_history = engagement.get("preserved_history", 0)
|
|
|
|
return result
|
|
|
|
|
|
def sync_system_defaults_to_all_firms(
|
|
db: Session,
|
|
*,
|
|
service_catalogue_id: int,
|
|
updated_by_user_id: int | None = None,
|
|
sync_open_engagements: bool = True,
|
|
) -> SystemDefaultRolloutResult:
|
|
"""Roll a system-default service checklist to every firm that enabled it."""
|
|
selections = db.execute(
|
|
select(FirmServiceSelection).where(
|
|
FirmServiceSelection.service_catalogue_id == service_catalogue_id,
|
|
FirmServiceSelection.is_enabled.is_(True),
|
|
)
|
|
).scalars().all()
|
|
|
|
aggregate = SystemDefaultRolloutResult()
|
|
for selection in selections:
|
|
result = sync_firm_tasks_from_system_defaults(
|
|
db,
|
|
tenant_id=int(selection.tenant_id),
|
|
service_catalogue_id=service_catalogue_id,
|
|
updated_by_user_id=updated_by_user_id,
|
|
sync_open_engagements=sync_open_engagements,
|
|
)
|
|
aggregate.firms_processed += 1
|
|
if result.created or result.updated or result.duplicates_disabled or result.custom_updates_available:
|
|
aggregate.firms_changed += 1
|
|
aggregate.created += result.created
|
|
aggregate.updated += result.updated
|
|
aggregate.unchanged += result.unchanged
|
|
aggregate.custom_updates_available += result.custom_updates_available
|
|
aggregate.duplicates_disabled += result.duplicates_disabled
|
|
aggregate.engagement_created += result.engagement_created
|
|
aggregate.engagement_updated_pending += result.engagement_updated_pending
|
|
aggregate.engagement_deactivated_pending += result.engagement_deactivated_pending
|
|
aggregate.engagement_preserved_history += result.engagement_preserved_history
|
|
aggregate.tenant_results[int(selection.tenant_id)] = result
|
|
return aggregate
|
|
|
|
|
|
def accept_system_update_for_firm_task(
|
|
db: Session,
|
|
*,
|
|
task: FirmServiceTaskTemplate,
|
|
user_id: int,
|
|
sync_open_engagements: bool = True,
|
|
) -> FirmDefaultTaskSyncResult:
|
|
if not task.source_system_task_id:
|
|
raise ValueError("This firm task is not linked to a system default.")
|
|
source = db.get(ServiceDefaultTaskTemplate, int(task.source_system_task_id))
|
|
if source is None:
|
|
raise ValueError("The linked system default no longer exists.")
|
|
|
|
latest_hash = system_task_hash(source)
|
|
used = {
|
|
int(v)
|
|
for v in db.scalars(
|
|
select(FirmServiceTaskTemplate.sequence_no).where(
|
|
FirmServiceTaskTemplate.tenant_id == task.tenant_id,
|
|
FirmServiceTaskTemplate.service_catalogue_id == task.service_catalogue_id,
|
|
FirmServiceTaskTemplate.id != task.id,
|
|
)
|
|
).all()
|
|
if v is not None
|
|
}
|
|
desired = int(source.sequence_no or 0)
|
|
allow_seq = desired not in used
|
|
changed = _copy_default_columns(
|
|
db,
|
|
source,
|
|
task,
|
|
tenant_id=int(task.tenant_id),
|
|
user_id=user_id,
|
|
allow_sequence_change=allow_seq,
|
|
)
|
|
task.is_customized = False
|
|
task.last_synced_system_hash = latest_hash
|
|
task.last_reviewed_system_hash = latest_hash
|
|
task.system_update_available = False
|
|
task.system_update_detected_at_utc = None
|
|
task.updated_by_user_id = user_id
|
|
db.flush()
|
|
|
|
result = FirmDefaultTaskSyncResult(updated=1 if changed else 0, unchanged=0 if changed else 1)
|
|
if sync_open_engagements:
|
|
from app.modules.services.execution import sync_open_engagement_tasks_for_service
|
|
engagement = sync_open_engagement_tasks_for_service(
|
|
db,
|
|
tenant_id=int(task.tenant_id),
|
|
catalogue_id=int(task.service_catalogue_id),
|
|
user_id=user_id,
|
|
include_started_open_tasks=False,
|
|
safe_system_rollout=True,
|
|
)
|
|
result.engagement_created = engagement.get("created", 0)
|
|
result.engagement_updated_pending = engagement.get("updated_pending", 0)
|
|
result.engagement_deactivated_pending = engagement.get("deactivated_pending", 0)
|
|
result.engagement_preserved_history = engagement.get("preserved_history", 0)
|
|
return result
|
|
|
|
|
|
def keep_firm_customization_for_system_revision(
|
|
db: Session,
|
|
*,
|
|
task: FirmServiceTaskTemplate,
|
|
user_id: int,
|
|
) -> None:
|
|
if not task.source_system_task_id:
|
|
raise ValueError("This firm task is not linked to a system default.")
|
|
source = db.get(ServiceDefaultTaskTemplate, int(task.source_system_task_id))
|
|
if source is None:
|
|
raise ValueError("The linked system default no longer exists.")
|
|
task.is_customized = True
|
|
task.last_reviewed_system_hash = system_task_hash(source)
|
|
task.system_update_available = False
|
|
task.system_update_detected_at_utc = None
|
|
task.updated_by_user_id = user_id
|
|
db.flush()
|