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Add GMAL standard caveats to ratecard Excel export

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Ratecard Summary caveats row now combines AI match caveats with the
original GMAL asset caveats (labelled "GMAL Standard Caveats:") below.
Asset Detail sheet splits these into two separate columns.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Vadym Samoilenko 2026-03-31 19:31:10 +01:00
parent de150f3b57
commit 4ed072105f
1 changed files with 17 additions and 3 deletions
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20
backend/app/services/export_excel.py
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@ -71,7 +71,17 @@ async def export_ratecard_excel(db: AsyncSession, project: Project, efficiency_l
Match.is_selected == True,
)
)
caveat_by_asset = {m.client_asset_id: m.caveat_text or "" for m in matches_result.scalars().all()}
selected_matches = matches_result.scalars().all()
caveat_by_asset = {}
for m in selected_matches:
parts = []
if m.caveat_text:
parts.append(m.caveat_text)
gmal = gmals.get(m.gmal_asset_id)
if gmal and gmal.caveats:
parts.append(f"GMAL Standard Caveats: {gmal.caveats}")
caveat_by_asset[m.client_asset_id] = "\n\n".join(parts)
# Sheet 1: Ratecard Summary (roles x assets matrix)
ws1 = wb.active
@ -207,7 +217,7 @@ def _build_ratecard_sheet(ws, lines, roles, client_assets, gmals, caveats: dict
async def _build_asset_detail_sheet(ws, db, project, client_assets, gmals):
"""Build the asset detail sheet showing matches and caveats."""
headers = ["Client Asset", "Volume", "Matched GMAL", "GMAL Name", "Confidence", "Score", "Caveats"]
headers = ["Client Asset", "Volume", "Matched GMAL", "GMAL Name", "Confidence", "Score", "Match Caveats", "GMAL Standard Caveats"]
for col_idx, header in enumerate(headers, 1):
cell = ws.cell(row=1, column=col_idx, value=header)
cell.font = HEADER_FONT
@ -239,13 +249,17 @@ async def _build_asset_detail_sheet(ws, db, project, client_assets, gmals):
ws.cell(row=row_idx, column=5, value=match.confidence.value)
ws.cell(row=row_idx, column=6, value=float(match.confidence_score) if match.confidence_score else 0)
ws.cell(row=row_idx, column=7, value=match.caveat_text or "")
ws.cell(row=row_idx, column=7).alignment = Alignment(wrap_text=True, vertical="top")
gmal_caveats = (gmal.caveats or "") if gmal else ""
ws.cell(row=row_idx, column=8, value=gmal_caveats)
ws.cell(row=row_idx, column=8).alignment = Alignment(wrap_text=True, vertical="top")
else:
ws.cell(row=row_idx, column=3, value="No match")
row_idx += 1
# Column widths
widths = [30, 10, 15, 40, 12, 10, 60]
widths = [30, 10, 15, 40, 12, 10, 60, 60]
for i, w in enumerate(widths, 1):
ws.column_dimensions[get_column_letter(i)].width = w