Abri tenancy signatory becomes an associated HubSpot deal contact 🟩

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
Daniel Roth 2026-07-06 13:24:47 +00:00
parent 78fcba45e5
commit 76d0b4bac9
3 changed files with 106 additions and 7 deletions

View file

@ -1,6 +1,8 @@
from typing import Dict
from hubspot.client import Client # type: ignore[reportMissingTypeStubs]
from hubspot.crm.associations.v4 import AssociationSpec # type: ignore[reportMissingTypeStubs]
from hubspot.crm.contacts import SimplePublicObjectInputForCreate # type: ignore[reportMissingTypeStubs]
# HubSpot-defined deal -> contact association ("deal_to_contact" in v3 terms).
DEAL_TO_CONTACT_ASSOCIATION_TYPE_ID = 3
@ -19,7 +21,23 @@ class HubspotDealContactsClient:
self._client: Client = sdk_client
def create_contact(self, properties: Dict[str, str]) -> str:
raise NotImplementedError
contact = self._client.crm.contacts.basic_api.create( # type: ignore[reportUnknownMemberType]
simple_public_object_input_for_create=SimplePublicObjectInputForCreate(
properties=properties
)
)
return str(contact.id) # type: ignore[reportUnknownMemberType]
def associate_contact_to_deal(self, deal_id: str, contact_id: str) -> None:
raise NotImplementedError
self._client.crm.associations.v4.basic_api.create( # type: ignore[reportUnknownMemberType]
object_type="deals",
object_id=deal_id,
to_object_type="contacts",
to_object_id=contact_id,
association_spec=[
AssociationSpec(
association_category="HUBSPOT_DEFINED",
association_type_id=DEAL_TO_CONTACT_ASSOCIATION_TYPE_ID,
)
],
)

View file

@ -1,6 +1,6 @@
import xml.etree.ElementTree as ET
from datetime import date
from typing import List, Tuple, Union
from typing import List, Optional, Tuple, Union
import requests
@ -14,6 +14,8 @@ from domain.abri.models import (
LogJobRequest,
LogJobResult,
PlaceRef,
TenancyData,
Tenant,
)
from infrastructure.abri.config import AbriConfig
from infrastructure.abri.envelope import serialise_relay_request
@ -28,6 +30,14 @@ def _format_appointment_date(appointment_date: date) -> str:
return appointment_date.strftime("%d/%m/%Y")
def _select_phone_number(entries: List[ET.Element]) -> Optional[str]:
for entry in entries:
number = (entry.text or "").strip()
if number:
return number
return None
class AbriClient:
def __init__(self, config: AbriConfig) -> None:
self._config = config
@ -76,7 +86,15 @@ class AbriClient:
return self._parse_appointment_amended(outcome)
def get_tenant_data(self, place_ref: PlaceRef) -> GetTenantDataResult:
raise NotImplementedError
outcome = self._exchange(
request_type="getSCSTenantData",
parameters=[("place_ref", place_ref)],
)
if isinstance(outcome, AbriRequestRejected):
return outcome
return self._parse_tenancy_data(outcome)
def _exchange(
self, request_type: str, parameters: List[Tuple[str, str]]
@ -164,6 +182,37 @@ class AbriClient:
appointment_time=appointment_time,
)
@staticmethod
def _parse_tenancy_data(root: ET.Element) -> TenancyData:
tenancy = root.find("Tenancy")
if tenancy is None:
raise AbriResponseParseError(
"Tenancy element missing from relay response"
)
tenancy_reference = (tenancy.text or "").strip()
return TenancyData(
tenancy_reference=tenancy_reference,
tenants=tuple(
AbriClient._parse_tenant(tenant)
for tenant in tenancy.findall("Tenant")
),
)
@staticmethod
def _parse_tenant(element: ET.Element) -> Tenant:
# Data minimisation: person_title, main-contact and the per-person
# reference (the element text) are deliberately not read.
return Tenant(
forenames=(element.get("forenames") or "").strip(),
surname=(element.get("surname") or "").strip(),
mobile=_select_phone_number(element.findall("Mobile")),
telephone=_select_phone_number(element.findall("Telephone")),
vulnerabilities=(),
)
@staticmethod
def _parse_rejection(root: ET.Element) -> AbriRequestRejected:
success = root.findtext("success")

View file

@ -1,11 +1,24 @@
from dataclasses import dataclass
from typing import Tuple, Union
from typing import Dict, List, Optional, Tuple, Union
from domain.abri.models import AbriRequestRejected, PlaceRef
from domain.abri.models import AbriRequestRejected, PlaceRef, Tenant
from etl.hubspot.deal_contacts_client import HubspotDealContactsClient
from infrastructure.abri.abri_client import AbriClient
def _contact_properties(tenant: Tenant) -> Dict[str, str]:
candidates: Dict[str, Optional[str]] = {
"firstname": tenant.forenames,
"lastname": tenant.surname,
"mobilephone": tenant.mobile,
"phone": tenant.telephone,
}
properties = {name: value for name, value in candidates.items() if value}
# Always written, so "not vulnerable" is distinguishable from "not synced".
properties["is_vulnerable"] = "true" if tenant.vulnerabilities else "false"
return properties
@dataclass(frozen=True)
class TenantDataSyncSummary:
"""PII-free record of what a sync run did: safe to log and persist."""
@ -34,4 +47,23 @@ class TenantDataSyncOrchestrator:
self._hubspot = hubspot
def run(self, place_ref: PlaceRef, deal_id: str) -> TenantDataSyncResult:
raise NotImplementedError
tenancy = self._abri.get_tenant_data(place_ref)
if isinstance(tenancy, AbriRequestRejected):
return tenancy
contact_ids: List[str] = []
for tenant in tenancy.tenants:
contact_id = self._hubspot.create_contact(_contact_properties(tenant))
self._hubspot.associate_contact_to_deal(
deal_id=deal_id, contact_id=contact_id
)
contact_ids.append(contact_id)
return TenantDataSyncSummary(
tenancy_reference=tenancy.tenancy_reference,
contact_ids=tuple(contact_ids),
vulnerable_contact_count=sum(
1 for tenant in tenancy.tenants if tenant.vulnerabilities
),
)