Implement assignment matching engine with issue reporting
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@@ -45,11 +45,11 @@ Projekt vollstaendig umsetzen: aus PS_PW.xlsx und Stellenbeschreibungen.xlsx mon
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- [x] T7: Foerderquote berechnen
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- [x] Formel: funded_weekly_hours / contract_weekly_hours * 100
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- [x] Rundungs-/Vergleichsregeln definieren
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- [ ] T8: Matching-Engine bauen
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- [ ] Primaerschluessel Name anwenden
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- [ ] Kandidaten via Stellenanteil/Foerderquote aufloesen
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- [ ] Ambigue und fehlende Treffer sauber markieren
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- [ ] Hinweise aus Bemerkungsspalte als Validierungshinweis weitergeben
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- [x] T8: Matching-Engine bauen
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- [x] Primaerschluessel Name anwenden
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- [x] Kandidaten via Stellenanteil/Foerderquote aufloesen
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- [x] Ambigue und fehlende Treffer sauber markieren
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- [x] Hinweise aus Bemerkungsspalte als Validierungshinweis weitergeben
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## Phase 5 - Validierung
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- [ ] T9: Source-Validierung implementieren
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@@ -111,4 +111,4 @@ Projekt vollstaendig umsetzen: aus PS_PW.xlsx und Stellenbeschreibungen.xlsx mon
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8. T15 -> T16 -> T17
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## Aktueller Startpunkt
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- [ ] Naechste aktive Aufgabe: T8 (Matching-Engine bauen)
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- [ ] Naechste aktive Aufgabe: T9 (Source-Validierung implementieren)
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@@ -2,8 +2,11 @@
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from __future__ import annotations
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import re
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from typing import Any
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from .errors import ValidationError
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from .models import AllocationRecord
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from .models import AllocationRecord, MasterDataRecord, MatchedAssignment, ValidationIssue
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def calculate_foerderquote_percent(allocation: AllocationRecord, precision: int = 2) -> float:
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@@ -14,3 +17,127 @@ def calculate_foerderquote_percent(allocation: AllocationRecord, precision: int
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raw_share = (allocation.funded_hours_weekly / allocation.contract_hours_weekly) * 100.0
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return round(raw_share, precision)
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def _normalize_name(name: str) -> str:
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compact = re.sub(r"\s+", " ", name.strip())
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return compact.casefold()
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def _with_tolerance(
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value: float,
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target: float,
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tolerance: float,
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) -> bool:
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return abs(value - target) <= tolerance
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def match_assignments(
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allocation_records: list[AllocationRecord],
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masterdata_records: list[MasterDataRecord],
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config: dict[str, Any],
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) -> tuple[list[MatchedAssignment], list[ValidationIssue]]:
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matching_cfg = config.get("matching", {})
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tolerance = float(matching_cfg.get("share_tolerance_percent", 0.5))
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prefer_function_hint = bool(matching_cfg.get("prefer_function_hint", True))
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master_by_name: dict[str, list[MasterDataRecord]] = {}
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for record in masterdata_records:
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master_by_name.setdefault(_normalize_name(record.name), []).append(record)
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matched: list[MatchedAssignment] = []
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issues: list[ValidationIssue] = []
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for allocation in allocation_records:
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normalized_name = _normalize_name(allocation.employee_name)
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candidates = master_by_name.get(normalized_name, [])
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if not candidates:
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issues.append(
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ValidationIssue(
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code="MISSING_MASTERDATA",
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message=(
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f"No master-data match for employee '{allocation.employee_name}' "
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f"(project '{allocation.project_key}')."
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),
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severity="error",
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context=allocation.employee_name,
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)
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)
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continue
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foerderquote = calculate_foerderquote_percent(allocation)
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share_matches = [
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candidate
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for candidate in candidates
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if _with_tolerance(candidate.stellenanteil_percent, foerderquote, tolerance)
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]
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if len(share_matches) == 1:
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selected = share_matches[0]
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elif len(share_matches) > 1 and prefer_function_hint:
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key = allocation.project_key.casefold()
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hinted = [c for c in share_matches if key in c.funktion.casefold()]
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if len(hinted) == 1:
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selected = hinted[0]
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else:
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issues.append(
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ValidationIssue(
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code="AMBIGUOUS_MASTERDATA",
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message=(
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f"Ambiguous match for employee '{allocation.employee_name}' "
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f"(project '{allocation.project_key}', foerderquote {foerderquote:.2f}%)."
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),
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severity="error",
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context=allocation.employee_name,
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)
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)
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continue
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elif len(share_matches) > 1:
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issues.append(
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ValidationIssue(
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code="AMBIGUOUS_MASTERDATA",
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message=(
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f"Ambiguous match for employee '{allocation.employee_name}' "
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f"(project '{allocation.project_key}', foerderquote {foerderquote:.2f}%)."
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),
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severity="error",
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context=allocation.employee_name,
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)
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)
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continue
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else:
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issues.append(
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ValidationIssue(
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code="NO_SHARE_MATCH",
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message=(
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f"No Stellenanteil match for employee '{allocation.employee_name}' "
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f"with foerderquote {foerderquote:.2f}% (project '{allocation.project_key}')."
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),
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severity="error",
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context=allocation.employee_name,
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)
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)
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continue
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if allocation.notes:
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issues.append(
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ValidationIssue(
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code="ALLOCATION_NOTE",
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message=(
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f"Allocation note for '{allocation.employee_name}' / "
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f"'{allocation.project_key}': {allocation.notes}"
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),
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severity="warning",
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context=allocation.employee_name,
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)
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)
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matched.append(
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MatchedAssignment(
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allocation=allocation,
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masterdata=selected,
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foerderquote_percent=foerderquote,
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)
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)
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return matched, issues
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