158 lines
7.5 KiB
Python
158 lines
7.5 KiB
Python
# Copyright (c) 2025 Patrick Motsch
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# All rights reserved.
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"""
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Trustee document workflow method: extract from files, process to positions, sync to accounting.
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"""
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import logging
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from modules.workflows.methods.methodBase import MethodBase
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from modules.datamodels.datamodelWorkflowActions import WorkflowActionDefinition, WorkflowActionParameter
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from modules.shared.frontendTypes import FrontendType
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from .actions.extractFromFiles import extractFromFiles
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from .actions.processDocuments import processDocuments
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from .actions.syncToAccounting import syncToAccounting
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from .actions.refreshAccountingData import refreshAccountingData
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logger = logging.getLogger(__name__)
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class MethodTrustee(MethodBase):
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"""Trustee document and expense workflow: extract, process, sync to accounting."""
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def __init__(self, services):
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super().__init__(services)
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self.name = "trustee"
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self.description = "Trustee document extraction, processing and accounting sync"
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self._actions = {
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"extractFromFiles": WorkflowActionDefinition(
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actionId="trustee.extractFromFiles",
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description="Extract document type and data from PDF/JPG (fileIds or SharePoint folder)",
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dynamicMode=False,
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parameters={
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"fileIds": WorkflowActionParameter(
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name="fileIds",
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type="list",
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frontendType=FrontendType.JSON,
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required=False,
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description="List of file IDs already in DB (alternative to connectionReference + sharepointFolder)",
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),
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"connectionReference": WorkflowActionParameter(
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name="connectionReference",
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type="str",
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frontendType=FrontendType.USER_CONNECTION,
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required=False,
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description="Microsoft connection for SharePoint (use with sharepointFolder)",
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),
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"sharepointFolder": WorkflowActionParameter(
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name="sharepointFolder",
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type="str",
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frontendType=FrontendType.TEXT,
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required=False,
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description="SharePoint folder path (e.g. /sites/MySite/Documents/Expenses)",
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),
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"featureInstanceId": WorkflowActionParameter(
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name="featureInstanceId",
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type="str",
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frontendType=FrontendType.TEXT,
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required=True,
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description="Trustee feature instance ID",
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),
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"prompt": WorkflowActionParameter(
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name="prompt",
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type="str",
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frontendType=FrontendType.TEXTAREA,
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required=False,
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description="AI prompt for extraction (optional)",
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),
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},
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execute=extractFromFiles.__get__(self, self.__class__),
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),
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"processDocuments": WorkflowActionDefinition(
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actionId="trustee.processDocuments",
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description="Create TrusteeDocument + TrusteePosition from extraction result (documentList from previous action)",
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dynamicMode=False,
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parameters={
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"documentList": WorkflowActionParameter(
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name="documentList",
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type="list",
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frontendType=FrontendType.DOCUMENT_REFERENCE,
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required=True,
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description="Reference to extractFromFiles result (e.g. docList:messageId:extract_result)",
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),
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"featureInstanceId": WorkflowActionParameter(
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name="featureInstanceId",
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type="str",
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frontendType=FrontendType.TEXT,
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required=True,
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description="Trustee feature instance ID",
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),
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},
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execute=processDocuments.__get__(self, self.__class__),
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),
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"syncToAccounting": WorkflowActionDefinition(
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actionId="trustee.syncToAccounting",
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description="Push trustee positions to accounting (documentList = processDocuments result)",
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dynamicMode=False,
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parameters={
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"documentList": WorkflowActionParameter(
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name="documentList",
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type="list",
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frontendType=FrontendType.DOCUMENT_REFERENCE,
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required=True,
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description="Reference to processDocuments result message",
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),
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"featureInstanceId": WorkflowActionParameter(
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name="featureInstanceId",
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type="str",
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frontendType=FrontendType.TEXT,
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required=True,
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description="Trustee feature instance ID",
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),
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},
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execute=syncToAccounting.__get__(self, self.__class__),
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),
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"refreshAccountingData": WorkflowActionDefinition(
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actionId="trustee.refreshAccountingData",
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description="Import/refresh accounting data from external system (e.g. Abacus) into local tables. Checks cache freshness; use forceRefresh to re-import.",
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dynamicMode=True,
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parameters={
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"featureInstanceId": WorkflowActionParameter(
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name="featureInstanceId",
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type="str",
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frontendType=FrontendType.TEXT,
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required=True,
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description="Trustee feature instance ID",
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),
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"forceRefresh": WorkflowActionParameter(
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name="forceRefresh",
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type="bool",
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frontendType=FrontendType.CHECKBOX,
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required=False,
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description="Force re-import even if data is fresh (default: false)",
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),
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"dateFrom": WorkflowActionParameter(
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name="dateFrom",
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type="str",
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frontendType=FrontendType.TEXT,
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required=False,
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description="Start date filter for journal entries (YYYY-MM-DD)",
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),
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"dateTo": WorkflowActionParameter(
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name="dateTo",
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type="str",
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frontendType=FrontendType.TEXT,
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required=False,
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description="End date filter for journal entries (YYYY-MM-DD)",
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),
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},
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execute=refreshAccountingData.__get__(self, self.__class__),
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),
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}
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self._validateActions()
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self.extractFromFiles = extractFromFiles.__get__(self, self.__class__)
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self.processDocuments = processDocuments.__get__(self, self.__class__)
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self.syncToAccounting = syncToAccounting.__get__(self, self.__class__)
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self.refreshAccountingData = refreshAccountingData.__get__(self, self.__class__)
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