modified hubspot etl to fetch new records and replace coordination and designer with their assigned variants

This commit is contained in:
Khalim Conn-Kowlessar 2026-04-30 16:31:53 +00:00
parent b056deb5ee
commit 3cd2b8a57d
4 changed files with 83 additions and 10 deletions

View file

@ -255,13 +255,13 @@ class HubspotClient:
"dampmould_growth",
"damp_mould_and_repairs_comments",
"pre_sap_score_dropdown",
"coordinator",
"assigned_coordinator",
"mtp_completion_date",
"mtp_re_model_completion_date",
"ioe_v3_completion_date",
"proposed_measures_dropdown",
"approved_package",
"designer",
"assigned_designer",
"design_completion_date",
"actual_measures_installed",
"installer",
@ -283,6 +283,16 @@ class HubspotClient:
"ei_score__potential_",
"epc_sap_score",
"epc_sap_score__potential_",
"survey_type",
"measures_for_pibi_ordered",
"pibi_order_date",
"pibi_completed_date",
"property_halted_date",
"property_halted_reason",
"technical_approved_measures_for_install",
"sent_to_iw_for_pricing",
"osmosis_survey_required",
"osmosis_survey_date",
],
)
)

View file

@ -9,7 +9,7 @@ from etl.hubspot.hubspotClient import HubspotClient
from etl.hubspot.s3_uploader import S3Uploader
from backend.app.db.connection import db_read_session
from backend.app.db.models.organisation import Organisation
from etl.hubspot.utils import parse_hs_date
from etl.hubspot.utils import parse_hs_bool, parse_hs_date
from utils.logger import setup_logger
@ -170,7 +170,7 @@ class HubspotDataToDb:
"ei_score__potential_": deal_data.get("ei_score__potential_"),
"epc_sap_score": deal_data.get("epc_sap_score"),
"epc_sap_score__potential_": deal_data.get("epc_sap_score__potential_"),
"coordinator": deal_data.get("coordinator"),
"coordinator": deal_data.get("assigned_coordinator"),
"mtp_completion_date": parse_hs_date(deal_data.get("mtp_completion_date")),
"mtp_re_model_completion_date": parse_hs_date(
deal_data.get("mtp_re_model_completion_date")
@ -180,7 +180,7 @@ class HubspotDataToDb:
),
"proposed_measures": deal_data.get("proposed_measures_dropdown"),
"approved_package": deal_data.get("approved_package"),
"designer": deal_data.get("designer"),
"designer": deal_data.get("assigned_designer"),
"design_completion_date": parse_hs_date(
deal_data.get("design_completion_date")
),
@ -202,6 +202,24 @@ class HubspotDataToDb:
"confirmed_survey_time": deal_data.get("confirmed_survey_time"),
"surveyed_date": parse_hs_date(deal_data.get("surveyed_date")),
"design_type": deal_data.get("design_type"),
"survey_type": deal_data.get("survey_type"),
"measures_for_pibi_ordered": deal_data.get("measures_for_pibi_ordered"),
"pibi_order_date": parse_hs_date(deal_data.get("pibi_order_date")),
"pibi_completed_date": parse_hs_date(deal_data.get("pibi_completed_date")),
"property_halted_date": parse_hs_date(
deal_data.get("property_halted_date")
),
"property_halted_reason": deal_data.get("property_halted_reason"),
"technical_approved_measures_for_install": deal_data.get(
"technical_approved_measures_for_install"
),
"sent_to_installer_for_pricing": parse_hs_date(
deal_data.get("sent_to_iw_for_pricing")
),
"domna_survey_required": parse_hs_bool(
deal_data.get("osmosis_survey_required")
),
"domna_survey_date": parse_hs_date(deal_data.get("osmosis_survey_date")),
}.items():
setattr(existing, attr, value or getattr(existing, attr))
@ -249,7 +267,7 @@ class HubspotDataToDb:
ei_score__potential_=deal_data.get("ei_score__potential_"),
epc_sap_score=deal_data.get("epc_sap_score"),
epc_sap_score__potential_=deal_data.get("epc_sap_score__potential_"),
coordinator=deal_data.get("coordinator"),
coordinator=deal_data.get("assigned_coordinator"),
mtp_completion_date=parse_hs_date(deal_data.get("mtp_completion_date")),
mtp_re_model_completion_date=parse_hs_date(
deal_data.get("mtp_re_model_completion_date")
@ -259,7 +277,7 @@ class HubspotDataToDb:
),
proposed_measures=deal_data.get("proposed_measures_dropdown"),
approved_package=deal_data.get("approved_package"),
designer=deal_data.get("designer"),
designer=deal_data.get("assigned_designer"),
design_completion_date=parse_hs_date(
deal_data.get("design_completion_date")
),
@ -279,6 +297,22 @@ class HubspotDataToDb:
confirmed_survey_time=deal_data.get("confirmed_survey_time"),
surveyed_date=parse_hs_date(deal_data.get("surveyed_date")),
design_type=deal_data.get("design_type"),
survey_type=deal_data.get("survey_type"),
measures_for_pibi_ordered=deal_data.get("measures_for_pibi_ordered"),
pibi_order_date=parse_hs_date(deal_data.get("pibi_order_date")),
pibi_completed_date=parse_hs_date(deal_data.get("pibi_completed_date")),
property_halted_date=parse_hs_date(deal_data.get("property_halted_date")),
property_halted_reason=deal_data.get("property_halted_reason"),
technical_approved_measures_for_install=deal_data.get(
"technical_approved_measures_for_install"
),
sent_to_installer_for_pricing=parse_hs_date(
deal_data.get("sent_to_iw_for_pricing")
),
domna_survey_required=parse_hs_bool(
deal_data.get("osmosis_survey_required")
),
domna_survey_date=parse_hs_date(deal_data.get("osmosis_survey_date")),
)
def _handle_existing_photo_upload(

View file

@ -1,7 +1,7 @@
from typing import Dict, List, Optional
from backend.app.db.models.hubspot_deal_data import HubspotDealData
from etl.hubspot.utils import parse_hs_date
from etl.hubspot.utils import parse_hs_bool, parse_hs_date
class HubspotDealDiffer:
@ -71,10 +71,10 @@ class HubspotDealDiffer:
"ei_score__potential_": "ei_score__potential_",
"epc_sap_score": "epc_sap_score",
"epc_sap_score__potential_": "epc_sap_score__potential_",
"coordinator": "coordinator",
"assigned_coordinator": "coordinator",
"proposed_measures_dropdown": "proposed_measures",
"approved_package": "approved_package",
"designer": "designer",
"assigned_designer": "designer",
"actual_measures_installed": "actual_measures_installed",
"installer": "installer",
"installer_handover": "installer_handover",
@ -82,6 +82,10 @@ class HubspotDealDiffer:
"design_type": "design_type",
"surveyor": "surveyor",
"confirmed_survey_time": "confirmed_survey_time",
"survey_type": "survey_type",
"measures_for_pibi_ordered": "measures_for_pibi_ordered",
"property_halted_reason": "property_halted_reason",
"technical_approved_measures_for_install": "technical_approved_measures_for_install",
}
for hs_field, db_field in FIELD_MAP.items():
@ -102,6 +106,11 @@ class HubspotDealDiffer:
("expected_commencement_date", "expected_commencement_date"),
("confirmed_survey_date", "confirmed_survey_date"),
("surveyed_date", "surveyed_date"),
("pibi_order_date", "pibi_order_date"),
("pibi_completed_date", "pibi_completed_date"),
("property_halted_date", "property_halted_date"),
("sent_to_iw_for_pricing", "sent_to_installer_for_pricing"),
("osmosis_survey_date", "domna_survey_date"),
]
for hs_field, db_field in date_fields:
@ -111,6 +120,18 @@ class HubspotDealDiffer:
if old_value != new_value:
return True
# --- Boolean fields ---
bool_fields = [
("osmosis_survey_required", "domna_survey_required"),
]
for hs_field, db_field in bool_fields:
old_value = getattr(old_deal, db_field)
new_value = parse_hs_bool(new_deal.get(hs_field))
if old_value != new_value:
return True
# --- Time field ---
if old_deal.confirmed_survey_time != new_deal.get("confirmed_survey_time"):
return True

View file

@ -14,3 +14,11 @@ def parse_hs_date(value: Optional[str]) -> Optional[datetime]:
return dt.astimezone(timezone.utc)
except ValueError:
return None
def parse_hs_bool(value: Optional[str]) -> Optional[bool]:
if value is None or value == "":
return None
if isinstance(value, bool):
return value
return str(value).strip().lower() == "true"