173 lines
6.0 KiB
Python
173 lines
6.0 KiB
Python
"""Record matching logic across allocation and master data."""
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from __future__ import annotations
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import re
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import unicodedata
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from typing import Any
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from .errors import ValidationError
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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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if allocation.contract_hours_weekly <= 0:
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raise ValidationError(
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"contract_hours_weekly must be greater than 0 for foerderquote calculation."
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)
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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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no_accents = "".join(
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ch for ch in unicodedata.normalize("NFKD", compact) if not unicodedata.combining(ch)
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)
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return no_accents.casefold()
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def _name_keys(name: str) -> set[str]:
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normalized = _normalize_name(name)
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keys = {normalized}
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if "," in normalized:
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last_name, first_name = [part.strip() for part in normalized.split(",", 1)]
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if first_name and last_name:
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keys.add(f"{first_name} {last_name}")
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keys.add(f"{last_name}, {first_name}")
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else:
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tokens = normalized.split()
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if len(tokens) >= 2:
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first_name = tokens[0]
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last_name = tokens[-1]
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keys.add(f"{first_name} {last_name}")
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keys.add(f"{last_name}, {first_name}")
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return {re.sub(r"\s+", " ", key).strip() for key in keys if key.strip()}
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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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for key in _name_keys(record.name):
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master_by_name.setdefault(key, []).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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candidate_map: dict[str, MasterDataRecord] = {}
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for key in _name_keys(allocation.employee_name):
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for candidate in master_by_name.get(key, []):
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candidate_map[candidate.record_id] = candidate
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candidates = list(candidate_map.values())
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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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