146 lines
7.9 KiB
Python
146 lines
7.9 KiB
Python
# Copyright (c) 2025 Patrick Motsch
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# Trustee node definitions - map to methodTrustee actions.
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from modules.shared.i18nRegistry import t
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# Typed FeatureInstance binding (replaces legacy `string, hidden`).
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# - type uses the discriminator notation `FeatureInstanceRef[<code>]` so the
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# DataPicker / RequiredAttributePicker can filter compatible upstream paths.
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# - frontendType "featureInstance" is rendered by FeatureInstancePicker which
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# loads /options/feature.instance?featureCode=trustee for the current mandate.
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_TRUSTEE_INSTANCE_PARAM = {
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"name": "featureInstanceId",
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"type": "FeatureInstanceRef[trustee]",
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"required": True,
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"frontendType": "featureInstance",
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"frontendOptions": {"featureCode": "trustee"},
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"description": t("Trustee-Mandant"),
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}
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TRUSTEE_NODES = [
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{
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"id": "trustee.refreshAccountingData",
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"category": "trustee",
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"label": t("Buchhaltungsdaten aktualisieren"),
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"description": t("Buchhaltungsdaten aus externem System importieren/aktualisieren."),
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"parameters": [
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dict(_TRUSTEE_INSTANCE_PARAM),
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{"name": "forceRefresh", "type": "boolean", "required": False, "frontendType": "checkbox",
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"description": t("Import erzwingen"), "default": False},
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{"name": "dateFrom", "type": "string", "required": False, "frontendType": "date",
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"description": t("Startdatum"), "default": ""},
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{"name": "dateTo", "type": "string", "required": False, "frontendType": "date",
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"description": t("Enddatum"), "default": ""},
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],
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"inputs": 1,
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"outputs": 1,
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"inputPorts": {0: {"accepts": ["Transit"]}},
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"outputPorts": {0: {"schema": "ActionResult"}},
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"meta": {"icon": "mdi-database-refresh", "color": "#4CAF50", "usesAi": False},
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"_method": "trustee",
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"_action": "refreshAccountingData",
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},
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{
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"id": "trustee.extractFromFiles",
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"category": "trustee",
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"label": t("Dokumente extrahieren"),
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"description": t("Dokumenttyp und Daten aus PDF/JPG per AI extrahieren."),
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"parameters": [
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{"name": "connectionReference", "type": "string", "required": False, "frontendType": "userConnection",
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"frontendOptions": {"authority": "msft"},
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"description": t("SharePoint-Verbindung"), "default": ""},
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{"name": "sharepointFolder", "type": "string", "required": False, "frontendType": "sharepointFolder",
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"frontendOptions": {"dependsOn": "connectionReference"},
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"description": t("SharePoint-Ordnerpfad"), "default": ""},
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dict(_TRUSTEE_INSTANCE_PARAM),
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{"name": "prompt", "type": "string", "required": False, "frontendType": "textarea",
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"description": t("AI-Prompt für Extraktion"), "default": ""},
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],
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"inputs": 1,
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"outputs": 1,
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"inputPorts": {0: {"accepts": ["DocumentList", "Transit", "AiResult", "LoopItem", "ActionResult"]}},
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# Runtime returns ActionResult.isSuccess(documents=[...]) — see
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# actions/extractFromFiles.py. Declaring DocumentList here was adapter
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# drift and broke the DataPicker for downstream nodes.
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"outputPorts": {0: {"schema": "ActionResult"}},
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"meta": {"icon": "mdi-file-document-scan", "color": "#4CAF50", "usesAi": True},
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"_method": "trustee",
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"_action": "extractFromFiles",
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},
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{
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"id": "trustee.processDocuments",
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"category": "trustee",
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"label": t("Dokumente verarbeiten"),
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"description": t("TrusteeDocument + TrusteePosition aus Extraktionsergebnis erstellen."),
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"parameters": [
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# Type matches what producers actually emit: ActionResult.documents
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# is List[ActionDocument] (see datamodelChat.ActionResult). The
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# DataPicker uses this string to filter compatible upstream paths.
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{"name": "documentList", "type": "List[ActionDocument]", "required": True, "frontendType": "dataRef",
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"description": t("Dokumentenliste — gebunden via DataRef.")},
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dict(_TRUSTEE_INSTANCE_PARAM),
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],
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"inputs": 1,
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"outputs": 1,
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"inputPorts": {0: {"accepts": ["ActionResult", "DocumentList", "Transit"]}},
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"outputPorts": {0: {"schema": "ActionResult"}},
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"meta": {"icon": "mdi-file-document-check", "color": "#4CAF50", "usesAi": False},
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"_method": "trustee",
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"_action": "processDocuments",
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},
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{
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"id": "trustee.syncToAccounting",
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"category": "trustee",
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"label": t("In Buchhaltung synchronisieren"),
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"description": t("Trustee-Positionen in Buchhaltungssystem übertragen."),
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"parameters": [
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{"name": "documentList", "type": "List[ActionDocument]", "required": True, "frontendType": "dataRef",
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"description": t("Verarbeitete Dokumentenliste — gebunden via DataRef.")},
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dict(_TRUSTEE_INSTANCE_PARAM),
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],
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"inputs": 1,
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"outputs": 1,
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"inputPorts": {0: {"accepts": ["ActionResult", "DocumentList", "Transit"]}},
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"outputPorts": {0: {"schema": "ActionResult"}},
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"meta": {"icon": "mdi-calculator", "color": "#4CAF50", "usesAi": False},
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"_method": "trustee",
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"_action": "syncToAccounting",
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},
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{
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"id": "trustee.queryData",
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"category": "trustee",
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"label": t("Treuhand-Daten abfragen"),
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"description": t("Daten aus der Trustee-DB lesen (Lookup, Aggregation, Roh-Export). Pendant zu refreshAccountingData ohne externen Sync."),
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"parameters": [
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dict(_TRUSTEE_INSTANCE_PARAM),
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{"name": "mode", "type": "string", "required": True, "frontendType": "select",
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"frontendOptions": {"options": ["lookup", "raw", "aggregate"]},
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"description": t("Abfragemodus"), "default": "lookup"},
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{"name": "entity", "type": "string", "required": True, "frontendType": "select",
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"frontendOptions": {"options": ["tenantWithRent", "contact", "journalLines", "accounts", "balances"]},
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"description": t("Entität, die gelesen werden soll"), "default": "tenantWithRent"},
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{"name": "tenantNameRef", "type": "string", "required": False, "frontendType": "text",
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"frontendOptions": {"dependsOn": "entity", "showWhen": ["tenantWithRent", "contact"]},
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"description": t("Mietername (oder {{wire.feld}} aus Upstream)"), "default": ""},
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{"name": "tenantAddressRef", "type": "string", "required": False, "frontendType": "text",
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"frontendOptions": {"dependsOn": "entity", "showWhen": ["tenantWithRent", "contact"]},
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"description": t("Mieteradresse (Toleranz für Tippfehler)"), "default": ""},
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{"name": "period", "type": "string", "required": False, "frontendType": "text",
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"frontendOptions": {"dependsOn": "entity", "showWhen": ["tenantWithRent", "journalLines", "balances"]},
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"description": t("Zeitraum (YYYY oder YYYY-MM-DD/YYYY-MM-DD)"), "default": ""},
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{"name": "rentAccountPattern", "type": "string", "required": False, "frontendType": "text",
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"frontendOptions": {"dependsOn": "entity", "showWhen": ["tenantWithRent"]},
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"description": t("Konto-Filter für Mietzins (z.B. '6000-6099' oder '6*')"), "default": ""},
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{"name": "filterJson", "type": "string", "required": False, "frontendType": "textarea",
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"frontendOptions": {"dependsOn": "mode", "showWhen": ["raw", "aggregate"]},
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"description": t("Optionaler JSON-Filter für mode=raw/aggregate"), "default": ""},
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],
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"inputs": 1,
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"outputs": 1,
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"inputPorts": {0: {"accepts": ["Transit", "AiResult", "ConsolidateResult", "UdmDocument"]}},
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"outputPorts": {0: {"schema": "ActionResult"}},
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"meta": {"icon": "mdi-database-search", "color": "#4CAF50", "usesAi": False},
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"_method": "trustee",
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"_action": "queryData",
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},
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]
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