Source code for util.financial_integration.outbound_summary

from copy import copy




class UnsupportedOutboundSummaryStateError(ValueError):
    """Raised when a state does not have an outbound summary builder."""



def _build_tx(sheet, rows):
    detail_styles = {
        "BEAD (Grant)": [copy(cell._style) for cell in sheet[2]],
        "TMAP (State Match)": [copy(cell._style) for cell in sheet[3]],
    }
    total_styles = [copy(cell._style) for cell in sheet[sheet.max_row]]
    sheet.delete_rows(2, sheet.max_row - 1)

    sorted_rows = sorted(
        rows,
        key=lambda row: (
            str(row["disbursement_id"]),
            str(row["project_id"]),
            str(row["invoice_id"]),
        ),
    )
    fields = (
        "disbursement_id",
        "project_id",
        "subgrantee",
        "vendor_payee_tin",
        "funding_source",
        "amount",
        "pca",
        "invoice_id",
    )
    identifier_columns = {1, 2, 4, 7, 8}

    for row_number, row in enumerate(sorted_rows, start=2):
        styles = detail_styles[row["funding_source"]]
        for column, field in enumerate(fields, start=1):
            cell = sheet.cell(row_number, column)
            cell._style = copy(styles[column - 1])
            cell.value = (
                str(row[field]) if column in identifier_columns else row[field]
            )

    total_row = len(sorted_rows) + 2
    for column, style in enumerate(total_styles, start=1):
        sheet.cell(total_row, column)._style = copy(style)
    sheet.cell(total_row, 5).value = f"TOTAL ({len(sorted_rows)} lines)"
    sheet.cell(total_row, 6).value = (
        f"=SUM(F2:F{total_row - 1})" if sorted_rows else "=SUM()"
    )
    sheet.auto_filter.ref = f"A1:H{total_row}"




def build_outbound_summary(state, rows, template_path, output_path):
    """Build a state-specific cumulative outbound-payment workbook."""
    from openpyxl import load_workbook

    builders = {"TX": _build_tx}
    try:
        builder = builders[state]
    except KeyError as error:
        raise UnsupportedOutboundSummaryStateError(
            f"Unsupported outbound summary state: {state}"
        ) from error

    workbook = load_workbook(template_path)
    builder(workbook.active, rows)
    workbook.calculation.calcMode = "auto"
    workbook.calculation.fullCalcOnLoad = True
    workbook.calculation.forceFullCalc = True
    workbook.save(output_path)