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updated the organizer logic so that unparased files at least still get put in the correct client folder

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This commit is contained in:
dat972
2026-07-20 23:48:21 -05:00
parent 3b950cf886
commit 9116d1c04a
5 changed files with 45 additions and 15 deletions
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29
fccs_reorganize.py
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@@ -13,11 +13,14 @@ Examples:
01069_ABRAHAM, REBEKAH L._UltraTax CS 12-31-2008_02-12-2009_2008 Form 1040 Filing Instructions.doc
Output structure (recreates FCCS UI nesting):
output/{drawer_id}_{client_name}/Tax Documents/2025/{original_filename}
output/{drawer_id}_{client_name}/UltraTax CS/12-31-2008/{original_filename}
output/{drawer_id}_{client_name}/Permanent File/{original_filename}
output/{client_name}/Tax Documents/2025/{original_filename}
output/{client_name}/UltraTax CS/12-31-2008/{original_filename}
output/{client_name}/Permanent File/{original_filename}
Files that cannot be parsed go to output/_unparsed/ for manual review.
Files that cannot be parsed are still filed under their client:
output/{client_name}/_unparsed/{original_filename}
Only files whose client can't be recovered from the leading tokens fall back to
the top-level output/_unparsed/ for manual review.
"""
import os
@@ -28,6 +31,7 @@ import sys
from fccs_config import (
parse_args, load_config, make_logger,
load_folder_list, build_folder_patterns, decompose_folder_path,
client_name_from_filename,
)
# Regex for the creation date field (MM-DD-YYYY) bounded by underscores
@@ -126,8 +130,17 @@ def main():
result = parse_filename(filename, folder_patterns)
if result is None:
log(f" UNPARSED: {filename}")
dest_dir = os.path.join(output_dir, "_unparsed")
# Still recover the client from the leading tokens so the file lands
# in that client's folder (in an _unparsed subfolder to flag it),
# rather than a single top-level bucket. Fall back to the top-level
# _unparsed only when even the client can't be determined.
client_name = client_name_from_filename(filename)
if client_name:
dest_dir = os.path.join(output_dir, client_name, "_unparsed")
log(f" UNPARSED (filed under {client_name}): {filename}")
else:
dest_dir = os.path.join(output_dir, "_unparsed")
log(f" UNPARSED (no client): {filename}")
failed += 1
else:
drawer_id, client_name, folder_parts, date, doc_name = result
@@ -158,7 +171,9 @@ def main():
log("=" * 60)
log(f"Reorganization complete: {success} organized, {failed} unparsed")
if failed:
log(f"Review unparsed files in: {os.path.join(output_dir, '_unparsed')}")
log("Review unparsed files in each client's _unparsed subfolder "
f"(and {os.path.join(output_dir, '_unparsed')} for any without a "
"detectable client).")
log("=" * 60)