changes

2025-08-18 20:20:04 -05:00
parent 89b2bc0aa2
commit bac8cc4bd5
114 changed files with 30258 additions and 1341 deletions
--- a/scripts/create_settlement_workflow.py
+++ b/scripts/create_settlement_workflow.py
@@ -0,0 +1,120 @@
+#!/usr/bin/env python3
+"""
+Script to create the Auto Settlement Letter workflow
+This workflow automatically generates a settlement letter when a file status changes to "CLOSED"
+"""
+import asyncio
+import sys
+import os
+
+# Add the project root to Python path
+sys.path.insert(0, os.path.join(os.path.dirname(__file__), '..'))
+
+from sqlalchemy.orm import Session
+from app.database.base import get_db
+from app.models.document_workflows import (
+    DocumentWorkflow, WorkflowAction, WorkflowTriggerType, 
+    WorkflowActionType, WorkflowStatus
+)
+from app.models.templates import DocumentTemplate
+
+
+def create_settlement_workflow():
+    """Create the Auto Settlement Letter workflow"""
+    
+    # Get database session
+    db = next(get_db())
+    
+    try:
+        # Check if workflow already exists
+        existing = db.query(DocumentWorkflow).filter(
+            DocumentWorkflow.name == "Auto Settlement Letter"
+        ).first()
+        
+        if existing:
+            print(f"Workflow 'Auto Settlement Letter' already exists with ID {existing.id}")
+            return existing
+        
+        # Find or create a settlement letter template
+        template = db.query(DocumentTemplate).filter(
+            DocumentTemplate.name.ilike("%settlement%")
+        ).first()
+        
+        if not template:
+            # Create a basic settlement letter template
+            template = DocumentTemplate(
+                name="Settlement Letter Template",
+                description="Template for automatic settlement letter generation",
+                category="SETTLEMENT",
+                active=True,
+                created_by="system"
+            )
+            db.add(template)
+            db.flush()  # Get the ID
+            print(f"Created settlement letter template with ID {template.id}")
+        else:
+            print(f"Using existing template: {template.name} (ID: {template.id})")
+        
+        # Create the workflow
+        workflow = DocumentWorkflow(
+            name="Auto Settlement Letter",
+            description="Automatically generate a settlement letter when file status changes to CLOSED",
+            trigger_type=WorkflowTriggerType.FILE_STATUS_CHANGE,
+            trigger_conditions={
+                "type": "simple",
+                "field": "new_state.status",
+                "operator": "equals",
+                "value": "CLOSED"
+            },
+            delay_minutes=0,  # Execute immediately
+            max_retries=3,
+            retry_delay_minutes=30,
+            timeout_minutes=60,
+            priority=8,  # High priority
+            category="DOCUMENT_GENERATION",
+            tags=["settlement", "closure", "automated"],
+            status=WorkflowStatus.ACTIVE,
+            created_by="system"
+        )
+        
+        db.add(workflow)
+        db.flush()  # Get the workflow ID
+        
+        # Create the document generation action
+        action = WorkflowAction(
+            workflow_id=workflow.id,
+            action_type=WorkflowActionType.GENERATE_DOCUMENT,
+            action_order=1,
+            action_name="Generate Settlement Letter",
+            template_id=template.id,
+            output_format="PDF",
+            custom_filename_template="Settlement_Letter_{{FILE_NO}}_{{CLOSED_DATE}}.pdf",
+            continue_on_failure=False,
+            parameters={
+                "auto_save": True,
+                "notification": "Generate settlement letter for closed file"
+            }
+        )
+        
+        db.add(action)
+        db.commit()
+        
+        print(f"✅ Successfully created 'Auto Settlement Letter' workflow:")
+        print(f"   - Workflow ID: {workflow.id}")
+        print(f"   - Action ID: {action.id}")
+        print(f"   - Template ID: {template.id}")
+        print(f"   - Trigger: File status change to 'CLOSED'")
+        print(f"   - Action: Generate PDF settlement letter")
+        
+        return workflow
+        
+    except Exception as e:
+        db.rollback()
+        print(f"❌ Error creating settlement workflow: {str(e)}")
+        raise
+    finally:
+        db.close()
+
+
+if __name__ == "__main__":
+    workflow = create_settlement_workflow()