skills-marketplace/plugins/ivona/skills/invoice-checker/scripts/postprocess.py

#!/usr/bin/env python3
"""Format invoice check data into a markdown report."""

from __future__ import annotations

import argparse
import json
import sys
from datetime import datetime, timezone
from pathlib import Path
from typing import Any


def fmt_amount(amount: Any, currency: str = "PLN") -> str:
    if amount is None:
        return "—"
    try:
        return f"{float(amount):,.2f} {currency}"
    except (TypeError, ValueError):
        return str(amount)


def contractor_badge(inv: dict) -> str:
    if inv.get("contractor_known"):
        mismatch = inv.get("account_in_contractors") is False
        return "★" + (" ⚠acc" if mismatch else "")
    return "✦ NEW"


def whitelist_badge(inv: dict) -> str:
    status = inv.get("whitelist_status", "")
    if status == "ok":
        return "✓"
    if status == "failed":
        return "✗ FAILED"
    if status == "no_account":
        return "—"
    if status == "error":
        return "? err"
    if status == "no_nip":
        return "? no NIP"
    return status


def rules_badge(inv: dict) -> str:
    violations = inv.get("rule_violations") or []
    return f"⚠ {len(violations)}" if violations else "✓"


def duplicate_badge(inv: dict) -> str:
    if inv.get("potential_duplicate"):
        return "⚠ DUPE?"
    if inv.get("second_in_month"):
        return "2nd"
    return ""


def jira_badge(inv: dict) -> str:
    if not inv.get("jira_checked"):
        return ""
    if inv.get("jira_compliant"):
        return "✓"
    return "✗"


def _invoice_table_row(inv: dict) -> str:
    return (
        f"| {inv.get('invoice_number') or inv.get('ksef_reference', '—')} "
        f"| {inv.get('issue_date') or '—'} "
        f"| {inv.get('seller_name') or '—'} "
        f"| {inv.get('seller_nip') or '—'} "
        f"| {fmt_amount(inv.get('gross_amount'), inv.get('currency', 'PLN'))} "
        f"| {contractor_badge(inv)} "
        f"| {whitelist_badge(inv)} "
        f"| {rules_badge(inv)} "
        f"| {duplicate_badge(inv)} "
        f"| {jira_badge(inv)} |"
    )


def _invoice_table_header() -> list[str]:
    return [
        "| Invoice | Date | Seller | NIP | Amount | Contractor | White list | Rules | Dup. | Jira |",
        "| ---| ---| ---| ---| ---:| ---| ---| ---| ---| ---|",
    ]


def _legend() -> list[str]:
    return [
        "",
        "---",
        "",
        "**Legend:** ★ = known contractor · ✦ NEW = unknown contractor · "
        "✓ = white list OK · ✗ FAILED = not on white list · "
        "— = no bank account · ? = could not verify · ⚠acc = account not in contractors.md · "
        "⚠ N = N rule violation(s) · ✓ = rules OK · "
        "2nd = 2nd invoice from seller this month · ⚠ DUPE? = same amount as earlier invoice · "
        "✓/✗ Jira = Jira compliance check result",
        "",
        "_White list source: [wl-api.mf.gov.pl](https://wl-api.mf.gov.pl)_",
        "_Invoice source: KSeF (Ministerstwo Finansów)_",
    ]


def build_report(data: dict[str, Any]) -> str:
    """Build the per-run report covering only new invoices."""
    period = data["period"]
    summary = data["summary"]
    all_invoices = data.get("invoices", [])
    new_invoices = [i for i in all_invoices if i.get("is_new")]
    generated_at = datetime.now(timezone.utc).strftime("%Y-%m-%d %H:%M UTC")
    env = data.get("ksef_env", "prod")

    lines = [
        "# Invoice Check Report",
        "",
        f"Generated: {generated_at}",
        f"Period: {period['start']} to {period['end']}",
        f"KSeF environment: {env}",
        "",
        "## Summary",
        "",
        f"- Total invoices in period: **{summary['total_invoices']}**",
        f"- New (checked this run): **{summary['new_invoices']}**",
        f"- Known contractors: {summary['known_contractors']}",
        f"- Unknown contractors: **{summary['unknown_contractors']}**",
        f"- White list OK: {summary['whitelist_ok']}",
        f"- White list FAILED: **{summary['whitelist_failed']}**",
        f"- White list errors: {summary['whitelist_error']}",
        f"- Account mismatch (not in contractors.md): {summary['account_mismatch']}",
        f"- Rule violations (limit exceeded): **{summary.get('rule_violations', 0)}**",
        f"- 2nd invoice from same seller this month: **{summary.get('second_invoices', 0)}**",
        f"- Potential duplicates (same seller, same month, same amount): **{summary.get('potential_duplicates', 0)}**",
        f"- Jira non-compliant: **{summary.get('jira_non_compliant', 0)}**",
    ]

    # Jira non-compliance — prominent
    jira_bad = [i for i in new_invoices if i.get("jira_checked") and not i.get("jira_compliant")]
    if jira_bad:
        lines += [
            "",
            "## ✗ Jira Non-Compliant Invoices",
            "",
            "> Quantities on these invoices do not match hours logged in Jira/Tempo.",
            "",
        ]
        for inv in jira_bad:
            lines += [
                f"**{inv.get('invoice_number') or inv.get('ksef_reference', '—')}** "
                f"— {inv.get('seller_name') or '—'} ({inv.get('issue_date') or '—'})",
                "",
            ]
            violations = inv.get("jira_violations") or []
            no_proj = inv.get("jira_no_project_positions") or []
            if violations:
                lines += [
                    "| Project | Invoice qty | Jira hours | Month |",
                    "| ---| ---:| ---:| ---|",
                ]
                for v in violations:
                    lines.append(
                        f"| {v['project']} | {v['invoice_qty']} | {v['jira_hours']} | {v['month']} |"
                    )
                lines.append("")
            if no_proj:
                lines.append(
                    "Positions without a Jira project code: "
                    + ", ".join(
                        f"#{p['line_number']} ({p['description'] or 'no description'})"
                        for p in no_proj
                    )
                )
                lines.append("")

    # Potential duplicates — prominent
    dupes = [i for i in new_invoices if i.get("potential_duplicate")]
    if dupes:
        lines += [
            "",
            "## ⚠ Potential Duplicates",
            "",
            "> These invoices have the same seller and gross amount as another invoice in the same month.",
            "> Verify they are not duplicate payments before approving.",
            "",
            "| Invoice | Date | Seller | NIP | Amount |",
            "| ---| ---| ---| ---| ---:|",
        ]
        for inv in dupes:
            lines.append(
                f"| {inv.get('invoice_number') or inv.get('ksef_reference', '—')} "
                f"| {inv.get('issue_date') or '—'} "
                f"| {inv.get('seller_name') or '—'} "
                f"| {inv.get('seller_nip') or '—'} "
                f"| {fmt_amount(inv.get('gross_amount'), inv.get('currency', 'PLN'))} |"
            )

    # Rule violations — prominent
    rule_violated = [i for i in new_invoices if i.get("rule_violations")]
    if rule_violated:
        lines += [
            "",
            "## ⚠ Rule Violations",
            "",
            "> These invoices exceed limits configured in `contractors.md`.",
            "",
            "| Invoice | Seller | Rule | Limit | Actual | Position |",
            "| ---| ---| ---| ---:| ---:| ---|",
        ]
        for inv in rule_violated:
            for v in inv.get("rule_violations", []):
                rule_label = {
                    "max_invoice_net_value": "Max invoice net",
                    "max_position_net_rate": "Max position rate",
                    "max_total_quantity": "Max total qty",
                }.get(v["rule"], v["rule"])
                pos_info = f"#{v['position']} {v.get('description', '')}" if v.get("position") else "—"
                lines.append(
                    f"| {inv.get('invoice_number') or inv.get('ksef_reference', '—')} "
                    f"| {inv.get('seller_name') or '—'} "
                    f"| {rule_label} "
                    f"| {v['limit']:,.2f} "
                    f"| {v['actual']:,.2f} "
                    f"| {pos_info} |"
                )

    # White list failures — prominent
    failed = [i for i in new_invoices if i.get("whitelist_status") == "failed"]
    if failed:
        lines += [
            "",
            "## ✗ White List Failures — DO NOT PAY",
            "",
            "> These bank accounts are **not registered** on the MF white list for the given NIP.",
            "> Verify manually before making any payment.",
            "",
            "| Invoice | Seller | NIP | Bank account | Amount |",
            "| ---| ---| ---| ---| ---:|",
        ]
        for inv in failed:
            lines.append(
                f"| {inv.get('invoice_number') or inv['ksef_reference']} "
                f"| {inv.get('seller_name') or '—'} "
                f"| {inv.get('seller_nip') or '—'} "
                f"| {inv.get('bank_account') or '—'} "
                f"| {fmt_amount(inv.get('gross_amount'), inv.get('currency', 'PLN'))} |"
            )

    # New invoices table
    if new_invoices:
        lines += ["", "## New Invoices", ""] + _invoice_table_header()
        for inv in new_invoices:
            lines.append(_invoice_table_row(inv))
    else:
        lines += ["", "## New Invoices", "", "_No new invoices found for this period._"]

    # Unknown contractors
    unknown = [i for i in new_invoices if not i.get("contractor_known")]
    if unknown:
        lines += [
            "",
            "## ✦ Unknown Contractors",
            "",
            "These sellers are not in `contractors.md`. Consider adding them.",
            "",
            "| Seller name | NIP | Bank account |",
            "| ---| ---| ---|",
        ]
        seen_nips: set[str] = set()
        for inv in unknown:
            nip = inv.get("seller_nip") or "—"
            if nip in seen_nips:
                continue
            seen_nips.add(nip)
            lines.append(
                f"| {inv.get('seller_name') or '—'} | {nip} | {inv.get('bank_account') or '—'} |"
            )

    # Account mismatches
    mismatches = [i for i in new_invoices if i.get("account_in_contractors") is False]
    if mismatches:
        lines += [
            "",
            "## ⚠ Account Mismatches",
            "",
            "These invoices carry a bank account **not listed** in `contractors.md` for the seller.",
            "",
            "| Invoice | Seller | NIP | Invoice account |",
            "| ---| ---| ---| ---|",
        ]
        for inv in mismatches:
            lines.append(
                f"| {inv.get('invoice_number') or inv['ksef_reference']} "
                f"| {inv.get('seller_name') or '—'} "
                f"| {inv.get('seller_nip') or '—'} "
                f"| {inv.get('bank_account') or '—'} |"
            )

    # White list errors
    errors = [i for i in new_invoices if i.get("whitelist_status") == "error"]
    if errors:
        lines += [
            "",
            "## ? White List Check Errors",
            "",
            "| Invoice | Seller | NIP | Error |",
            "| ---| ---| ---| ---|",
        ]
        for inv in errors:
            lines.append(
                f"| {inv.get('invoice_number') or inv['ksef_reference']} "
                f"| {inv.get('seller_name') or '—'} "
                f"| {inv.get('seller_nip') or '—'} "
                f"| {inv.get('whitelist_error') or '—'} |"
            )

    lines += _legend()
    return "\n".join(lines) + "\n"


def build_all_report(all_data: dict[str, Any]) -> str:
    """Build the cumulative report covering all invoices ever processed."""
    updated_at = all_data.get("updated_at", "")[:19].replace("T", " ") + " UTC"
    invoices_map: dict[str, dict] = all_data.get("invoices", {})

    # Sort by issue_date descending, then by ksef_reference for stability
    invoices = sorted(
        invoices_map.values(),
        key=lambda i: (i.get("issue_date") or "0000-00-00", i.get("ksef_reference", "")),
        reverse=True,
    )

    total = len(invoices)
    wl_ok = sum(1 for i in invoices if i.get("whitelist_status") == "ok")
    wl_failed = sum(1 for i in invoices if i.get("whitelist_status") == "failed")
    unknown_count = sum(1 for i in invoices if not i.get("contractor_known"))
    gross_total = sum(float(i["gross_amount"]) for i in invoices if i.get("gross_amount") is not None)

    lines = [
        "# All Invoices",
        "",
        f"Last updated: {updated_at}",
        f"Total: **{total}** invoice(s)",
        "",
        "## Summary",
        "",
        f"- Total invoices: **{total}**",
        f"- Total gross value: **{gross_total:,.2f} PLN**",
        f"- White list OK: {wl_ok}",
        f"- White list FAILED: **{wl_failed}**",
        f"- Unknown contractors: **{unknown_count}**",
    ]

    # White list failures — prominent
    failed = [i for i in invoices if i.get("whitelist_status") == "failed"]
    if failed:
        lines += [
            "",
            "## ✗ White List Failures — DO NOT PAY",
            "",
            "> These bank accounts are **not registered** on the MF white list.",
            "",
            "| Invoice | Seller | NIP | Bank account | Amount |",
            "| ---| ---| ---| ---| ---:|",
        ]
        for inv in failed:
            lines.append(
                f"| {inv.get('invoice_number') or inv.get('ksef_reference', '—')} "
                f"| {inv.get('seller_name') or '—'} "
                f"| {inv.get('seller_nip') or '—'} "
                f"| {inv.get('bank_account') or '—'} "
                f"| {fmt_amount(inv.get('gross_amount'), inv.get('currency', 'PLN'))} |"
            )

    # Full invoices table
    lines += ["", "## All Invoices (newest first)", ""] + _invoice_table_header()
    for inv in invoices:
        lines.append(_invoice_table_row(inv))

    lines += _legend()
    return "\n".join(lines) + "\n"


def run(args: argparse.Namespace) -> int:
    data_path = Path(args.data)
    if not data_path.exists():
        print(f"Error: {data_path} not found. Run preprocess.py first.", file=sys.stderr)
        return 1

    data = json.loads(data_path.read_text(encoding="utf-8"))
    output_dir = Path(args.output_dir)
    output_dir.mkdir(parents=True, exist_ok=True)

    # Per-run report (new invoices only)
    report_path = output_dir / "invoices_report.md"
    report_path.write_text(build_report(data), encoding="utf-8")
    print(f"Wrote {report_path}")

    # Cumulative report (all invoices ever processed)
    all_data_path = output_dir / "invoices_all.json"
    if all_data_path.exists():
        all_data = json.loads(all_data_path.read_text(encoding="utf-8"))
        all_report_path = output_dir / "invoices_all_report.md"
        all_report_path.write_text(build_all_report(all_data), encoding="utf-8")
        print(f"Wrote {all_report_path}")

    return 0


def build_parser() -> argparse.ArgumentParser:
    parser = argparse.ArgumentParser(
        description="Format invoice check data into markdown reports."
    )
    parser.add_argument("--data", required=True,
                        help="Path to invoices_data.json produced by preprocess.py.")
    parser.add_argument("--output-dir", required=True,
                        help="Directory for invoices_report.md and invoices_all_report.md.")
    return parser


if __name__ == "__main__":
    sys.exit(run(build_parser().parse_args()))