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added some more generic handling of TR products instead of hard coding UltraTax. We now have a list we loop through for things like Planner and Practice CS and can add more later

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This commit is contained in:
dat972
2026-08-24 21:50:30 -05:00
parent 5e7630bf5c
commit 960248b825
4 changed files with 26 additions and 15 deletions
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31
fccs_config.py
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@@ -105,30 +105,38 @@ def load_folder_list(path):
return folders
# Thomson Reuters product integrations that auto-generate folders named
# "{Product} MM-DD-YYYY" in FCCS. Matched built-in (no fccs_folders.txt entry
# needed); add newly-discovered products here.
TR_PRODUCT_FOLDERS = ("UltraTax CS", "Planner CS", "Practice CS")
def build_folder_patterns(templates):
"""
Convert folder template strings into regex patterns for matching.
Templates use YYYY as a year placeholder (e.g. 'YYYY Tax Documents').
Non-recurring folders (no YYYY) are matched literally.
A built-in pattern for 'UltraTax CS MM-DD-YYYY' is always included.
Built-in patterns for '{Product} MM-DD-YYYY' Thomson Reuters product
folders (TR_PRODUCT_FOLDERS, e.g. UltraTax CS) are always included.
Returns a list of (compiled_regex, template_name, folder_type) tuples,
sorted longest-first to prevent partial matches.
folder_type is one of:
"yyyy" — recurring folder with year prefix (captured in group 1)
"ultratax" — UltraTax CS folder with date suffix (captured in group 1)
"ultratax" — TR product folder with date suffix (captured in group 1)
"static" — non-recurring folder, no decomposition needed
"""
patterns = []
# Built-in: UltraTax CS folders (auto-generated by UltraTax integration)
patterns.append((
re.compile(r"UltraTax CS (\d{2}-\d{2}-\d{4})$"),
"UltraTax CS",
"ultratax",
))
# Built-in: TR product folders (auto-generated by each product's integration)
for product in TR_PRODUCT_FOLDERS:
patterns.append((
re.compile(re.escape(product) + r" (\d{2}-\d{2}-\d{4})$"),
product,
"ultratax",
))
for tmpl in templates:
if "YYYY" in tmpl:
@@ -156,8 +164,9 @@ def decompose_folder_path(match, folder_type, template_name):
Examples:
yyyy: "YYYY Tax Documents" matched "2025 Tax Documents"
→ ("Tax Documents", "2025")
ultratax: "UltraTax CS 12-31-2008"
→ ("UltraTax CS", "12-31-2008")
ultratax: any TR product folder, e.g. "UltraTax CS 12-31-2008"
→ ("UltraTax CS", "12-31-2008"),
"Planner CS 12-31-2016" → ("Planner CS", "12-31-2016")
static: "Permanent File"
→ ("Permanent File",)
"""
@@ -168,7 +177,7 @@ def decompose_folder_path(match, folder_type, template_name):
return (base_name, year)
elif folder_type == "ultratax":
date = match.group(1)
return ("UltraTax CS", date)
return (template_name, date)
else:
return (template_name,)