changes

match_poynt_v2.py

@@ -0,0 +1,135 @@
+import logging
+from datetime import timedelta
+
+SL = env['poynt.settlement.line'].sudo()
+Invoice = env['account.move'].sudo()
+
+# Reset name-matched ones that don't have invoices — they might be wrong
+bad_name_matches = SL.search([
+    ('state', '=', 'matched'),
+    ('match_method', '=', 'cardholder_name'),
+    ('invoice_id', '=', False),
+])
+if bad_name_matches:
+    bad_name_matches.write({'state': 'fetched', 'partner_id': False, 'match_method': False})
+    print(f'Reset {len(bad_name_matches)} name-only matches without invoices', flush=True)
+env.cr.commit()
+
+lines = SL.search([('state', '=', 'fetched'), ('action', '=', 'SALE')])
+print(f'Unmatched SALE lines to process: {len(lines)}', flush=True)
+
+matched_invoice = 0
+matched_card_history = 0
+no_match = 0
+
+# --- Build card history: which card_last4 has paid for which partner before? ---
+# From already-matched lines
+card_partner_map = {}
+matched_lines = SL.search([('state', '=', 'matched'), ('partner_id', '!=', False)])
+for ml in matched_lines:
+    if ml.card_last4:
+        key = (ml.card_brand, ml.card_last4)
+        card_partner_map.setdefault(key, set()).add(ml.partner_id.id)
+
+# Also from payment.transaction (Odoo-processed payments with card tokens)
+env.cr.execute("""
+    SELECT pt.payment_method_code, pt.provider_reference, pt.partner_id,
+      tok.provider_ref
+    FROM payment_transaction pt
+    LEFT JOIN payment_token tok ON pt.token_id = tok.id
+    WHERE pt.provider_code = 'poynt' AND pt.state = 'done' AND pt.partner_id IS NOT NULL
+""")
+for row in env.cr.fetchall():
+    pass  # Token data doesn't reliably have last4
+
+print(f'Card history: {len(card_partner_map)} unique cards mapped to partners', flush=True)
+
+for sl in lines:
+    amount = sl.amount
+    txn_date = sl.transaction_date.date() if sl.transaction_date else None
+    if not txn_date:
+        no_match += 1
+        continue
+
+    partner = None
+    invoice = None
+
+    # --- Strategy 1: Match by exact amount against open invoices ---
+    if amount > 20:
+        invs = Invoice.search([
+            ('move_type', '=', 'out_invoice'),
+            ('payment_state', 'in', ('not_paid', 'partial')),
+            ('amount_residual', '>=', amount - 0.50),
+            ('amount_residual', '<=', amount + 0.50),
+            ('invoice_date', '>=', str(txn_date - timedelta(days=90))),
+            ('invoice_date', '<=', str(txn_date + timedelta(days=5))),
+        ], limit=5)
+
+        if len(invs) == 1:
+            # Unique match — confident
+            partner = invs[0].partner_id
+            invoice = invs[0]
+        elif len(invs) > 1:
+            # Multiple invoices with same amount — try card history to pick one
+            card_key = (sl.card_brand, sl.card_last4)
+            known_partners = card_partner_map.get(card_key, set())
+            for inv in invs:
+                if inv.partner_id.id in known_partners:
+                    partner = inv.partner_id
+                    invoice = inv
+                    break
+
+    # --- Strategy 2: Card history (same card paid before for same partner) ---
+    if not partner and sl.card_last4:
+        card_key = (sl.card_brand, sl.card_last4)
+        known_partners = card_partner_map.get(card_key, set())
+        if len(known_partners) == 1:
+            pid = list(known_partners)[0]
+            # Check if this partner has any open invoice close to this amount
+            invs = Invoice.search([
+                ('partner_id', '=', pid),
+                ('move_type', '=', 'out_invoice'),
+                ('payment_state', 'in', ('not_paid', 'partial')),
+                ('amount_residual', '>=', amount - 5),
+                ('amount_residual', '<=', amount + 5),
+            ], limit=1)
+            if invs:
+                partner = invs[0].partner_id
+                invoice = invs[0]
+                matched_card_history += 1
+
+    if partner:
+        vals = {
+            'partner_id': partner.id,
+            'state': 'matched',
+            'match_method': 'invoice_amount' if invoice else 'card_history',
+        }
+        if invoice:
+            vals['invoice_id'] = invoice.id
+            matched_invoice += 1
+        sl.write(vals)
+
+        # Update card history
+        if sl.card_last4:
+            card_key = (sl.card_brand, sl.card_last4)
+            card_partner_map.setdefault(card_key, set()).add(partner.id)
+    else:
+        no_match += 1
+
+    if (matched_invoice + matched_card_history + no_match) % 100 == 0:
+        env.cr.commit()
+
+env.cr.commit()
+
+print(f'\nRESULTS:', flush=True)
+print(f'  Matched by invoice amount: {matched_invoice}', flush=True)
+print(f'  Matched by card history: {matched_card_history}', flush=True)
+print(f'  No match: {no_match}', flush=True)
+
+# Final stats
+print(f'\nFINAL STATE:', flush=True)
+for state in ['matched', 'fetched']:
+    cnt = SL.search_count([('state', '=', state)])
+    print(f'  {state}: {cnt}', flush=True)
+inv_cnt = SL.search_count([('invoice_id', '!=', False)])
+print(f'  With invoice linked: {inv_cnt}', flush=True)