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Phase 2+4: PO/Invoice client folder routing and subject-line MTR trigger
Avinash NallaPhase 2 — Client folder routing: - New table client_domains (domain primary key, client_name, audit fields). - New module app/lib/utils/client_routing.py with resolve_client_name() and add_or_update_client_domain() helpers. - processor.py: PO/Invoice uploads now insert {client_name}/ between the type path and the YYYY-MM folder. Unknown sender domains route to {type_path}/_unmatched/ and add a daily_brief row with reason 'client_unmatched' so ops can add the mapping without redeploy. - Daily brief gets a new 'Unmatched Sender Domains' section. - Alembic migration 0002 + matching DDL in database.py. - Seed script: scripts/seed_client_domains.{json,py} for initial mappings. Phase 4 — Subject-line MTR trigger: - Per project brief: any PDF attachment whose subject or filename contains 'MTR' (case-insensitive, word-boundary) routes as MTR without keyword scoring. Heat code extraction still runs.c55abce -
Phase 1: heat code extraction and multi-folder MTR routing
Avinash Nallad618a6e