Merge pull request #935 from Hestia-Homes/feature/hubspot_etl

Feature/hubspot etl

backend/app/db/models/organisation.py

@@ -40,6 +40,30 @@ class HubspotDealData(SQLModel, table=True):
     coordination_status: Optional[str] = Field(default=None)
     design_status: Optional[str] = Field(default=None)
 
+    listing_id: Optional[str] = Field(default=None)
+    pashub_link: Optional[str] = Field(default=None)
+    sharepoint_link: Optional[str] = Field(default=None)
+    dampmould_growth: Optional[str] = Field(default=None)
+    pre_sap: Optional[str] = Field(default=None)
+    coordinator: Optional[str] = Field(default=None)
+    mtp_completion_date: Optional[datetime] = Field(default=None)
+    mtp_re_model_completion_date: Optional[datetime] = Field(default=None)
+    ioe_v3_completion_date: Optional[datetime] = Field(default=None)
+    proposed_measures: Optional[str] = Field(default=None)
+    approved_package: Optional[str] = Field(default=None)
+    designer: Optional[str] = Field(default=None)
+    design_completion_date: Optional[datetime] = Field(default=None)
+    actual_measures_installed: Optional[str] = Field(default=None)
+    installer: Optional[str] = Field(default=None)
+    installer_handover: Optional[str] = Field(default=None)
+    lodgement_status: Optional[str] = Field(default=None)
+    measures_lodgement_date: Optional[datetime] = Field(default=None)
+    lodgement_date: Optional[datetime] = Field(default=None)
+    expected_commencement_date: Optional[datetime] = Field(default=None)
+    surveyor: Optional[str] = Field(default=None)
+    confirmed_survey_date: Optional[datetime] = Field(default=None)
+    confirmed_survey_time: Optional[str] = Field(default=None)
+
     created_at: datetime = Field(
         sa_column=Column(
             DateTime(timezone=True),

etl/hubspot/hubspotClient.py

@@ -189,6 +189,7 @@ class HubspotClient:
         )
 
         listing_info: dict[str, str] = cast(dict[str, str], listing.properties)  # type: ignore[reportUnknownMemberType]
+        listing_info["listing_id"] = listing_id
         self.logger.info(f"Listing info for deal {deal_id}: {listing_info}")
         return listing_info
 
@@ -201,13 +202,35 @@ class HubspotClient:
                 "dealname",
                 "dealstage",
                 "pipeline",
-                "outcome",  # outcome,
+                "outcome",
-                "outcome_notes",  # outcome notes
+                "outcome_notes",
                 "project_code",
                 "major_condition_issue_description",
                 "major_condition_issue_photos",
-                "coordination_status__stage_1_",  # Coordiantion Status (Stage 1),
+                "coordination_status__stage_1_",
-                "retrofit_design_status",  # Retrofit Design Status
+                "retrofit_design_status",
+                "pashub_link",
+                "sharepoint_link",
+                "dampmould_growth",
+                "pre_sap",
+                "coordinator",
+                "mtp_completion_date",
+                "mtp_re_model_completion_date",
+                "ioe_v3_completion_date",
+                "proposed_measures",
+                "approved_package",
+                "designer",
+                "design_completion_date",
+                "actual_measures_installed",
+                "installer",
+                "installer_handover",
+                "lodgement_status",
+                "measures_lodgement_date",
+                "lodgement_date",
+                "expected_commencement_date",
+                "surveyor",
+                "confirmed_survey_date",
+                "confirmed_survey_time",
             ],
         )
 

etl/hubspot/hubspotDataTodB.py

@@ -2,7 +2,7 @@ from backend.app.db.connection import db_read_session
 from backend.app.db.models.organisation import Organisation, HubspotDealData
 from sqlmodel import select
 from datetime import datetime, timezone
-from typing import TypedDict
+from typing import TypedDict, Optional
 from etl.hubspot.s3_uploader import S3Uploader
 import hashlib
 import os
@@ -82,6 +82,14 @@ class HubspotDataToDb:
                 .one_or_none()
             )
 
+    def _parse_hs_date(self, value: Optional[str]) -> Optional[datetime]:
+        if not value:
+            return None
+        try:
+            return datetime.fromisoformat(value.replace("Z", "+00:00"))
+        except ValueError:
+            return None
+
     def _sha256(self, file_path: str) -> str:
         """Compute SHA-256 checksum of a file."""
         sha256 = hashlib.sha256()
@@ -114,6 +122,10 @@ class HubspotDataToDb:
                 deal_in_db.deal_id == hs_deal.get("hs_object_id"), "deal_id mismatch"
             ),
             soft_assert(deal_in_db.company_id == hs_company_id, "company_id mismatch"),
+            soft_assert(
+                deal_in_db.listing_id == hs_listing.get("listing_id"),
+                "listing_id mismatch",
+            ),
             soft_assert(
                 deal_in_db.landlord_property_id == hs_listing.get("owner_property_id"),
                 "landlord_property_id mismatch",
@@ -157,6 +169,94 @@ class HubspotDataToDb:
                 deal_in_db.design_status == hs_deal.get("retrofit_design_status"),
                 "retrofit design mismatch",
             ),
+            soft_assert(
+                deal_in_db.pashub_link == hs_deal.get("pashub_link"),
+                "pashub_link mismatch",
+            ),
+            soft_assert(
+                deal_in_db.sharepoint_link == hs_deal.get("sharepoint_link"),
+                "sharepoint_link mismatch",
+            ),
+            soft_assert(
+                deal_in_db.dampmould_growth == hs_deal.get("dampmould_growth"),
+                "dampmould_growth mismatch",
+            ),
+            soft_assert(
+                deal_in_db.pre_sap == hs_deal.get("pre_sap"),
+                "pre_sap mismatch",
+            ),
+            soft_assert(
+                deal_in_db.coordinator == hs_deal.get("coordinator"),
+                "coordinator mismatch",
+            ),
+            soft_assert(
+                deal_in_db.mtp_completion_date == self._parse_hs_date(hs_deal.get("mtp_completion_date")),
+                "mtp_completion_date mismatch",
+            ),
+            soft_assert(
+                deal_in_db.mtp_re_model_completion_date == self._parse_hs_date(hs_deal.get("mtp_re_model_completion_date")),
+                "mtp_re_model_completion_date mismatch",
+            ),
+            soft_assert(
+                deal_in_db.ioe_v3_completion_date == self._parse_hs_date(hs_deal.get("ioe_v3_completion_date")),
+                "ioe_v3_completion_date mismatch",
+            ),
+            soft_assert(
+                deal_in_db.proposed_measures == hs_deal.get("proposed_measures"),
+                "proposed_measures mismatch",
+            ),
+            soft_assert(
+                deal_in_db.approved_package == hs_deal.get("approved_package"),
+                "approved_package mismatch",
+            ),
+            soft_assert(
+                deal_in_db.designer == hs_deal.get("designer"),
+                "designer mismatch",
+            ),
+            soft_assert(
+                deal_in_db.design_completion_date == self._parse_hs_date(hs_deal.get("design_completion_date")),
+                "design_completion_date mismatch",
+            ),
+            soft_assert(
+                deal_in_db.actual_measures_installed == hs_deal.get("actual_measures_installed"),
+                "actual_measures_installed mismatch",
+            ),
+            soft_assert(
+                deal_in_db.installer == hs_deal.get("installer"),
+                "installer mismatch",
+            ),
+            soft_assert(
+                deal_in_db.installer_handover == hs_deal.get("installer_handover"),
+                "installer_handover mismatch",
+            ),
+            soft_assert(
+                deal_in_db.lodgement_status == hs_deal.get("lodgement_status"),
+                "lodgement_status mismatch",
+            ),
+            soft_assert(
+                deal_in_db.measures_lodgement_date == self._parse_hs_date(hs_deal.get("measures_lodgement_date")),
+                "measures_lodgement_date mismatch",
+            ),
+            soft_assert(
+                deal_in_db.lodgement_date == self._parse_hs_date(hs_deal.get("lodgement_date")),
+                "lodgement_date mismatch",
+            ),
+            soft_assert(
+                deal_in_db.expected_commencement_date == self._parse_hs_date(hs_deal.get("expected_commencement_date")),
+                "expected_commencement_date mismatch",
+            ),
+            soft_assert(
+                deal_in_db.surveyor == hs_deal.get("surveyor"),
+                "surveyor mismatch",
+            ),
+            soft_assert(
+                deal_in_db.confirmed_survey_date == self._parse_hs_date(hs_deal.get("confirmed_survey_date")),
+                "confirmed_survey_date mismatch",
+            ),
+            soft_assert(
+                deal_in_db.confirmed_survey_time == hs_deal.get("confirmed_survey_time"),
+                "confirmed_survey_time mismatch",
+            ),
         ]
 
         # If discrepancies found, update from HubSpot
@@ -211,6 +311,9 @@ class HubspotDataToDb:
                         f"⚠️ Failed to download/upload photo for deal_id {deal_in_db.deal_id}: {e}"
                     )
                     # Continue without the file — don't crash the entire update
+                finally:
+                    if "local_file" in locals() and os.path.exists(local_file):
+                        os.remove(local_file)
             else:
                 print(f"⚠️ Photo URL missing for deal_id {deal_in_db.deal_id}")
 
@@ -238,6 +341,7 @@ class HubspotDataToDb:
                 for attr, value in {
                     "dealname": deal_data.get("dealname"),
                     "dealstage": deal_data.get("dealstage"),
+                    "listing_id": listing.get("listing_id"),
                     "landlord_property_id": listing.get("owner_property_id"),
                     "uprn": listing.get("national_uprn"),
                     "outcome": deal_data.get("outcome"),
@@ -250,16 +354,32 @@ class HubspotDataToDb:
                     "major_condition_issue_photos": deal_data.get(
                         "major_condition_issue_photos"
                     ),
-                    "major_condition_issue_description": deal_data.get(
-                        "major_condition_issue_description"
-                    ),
-                    "major_condition_issue_photos": deal_data.get(
-                        "major_condition_issue_photos"
-                    ),
                     "coordination_status": deal_data.get(
                         "coordination_status__stage_1_"
                     ),
                     "design_status": deal_data.get("retrofit_design_status"),
+                    "pashub_link": deal_data.get("pashub_link"),
+                    "sharepoint_link": deal_data.get("sharepoint_link"),
+                    "dampmould_growth": deal_data.get("dampmould_growth"),
+                    "pre_sap": deal_data.get("pre_sap"),
+                    "coordinator": deal_data.get("coordinator"),
+                    "mtp_completion_date": self._parse_hs_date(deal_data.get("mtp_completion_date")),
+                    "mtp_re_model_completion_date": self._parse_hs_date(deal_data.get("mtp_re_model_completion_date")),
+                    "ioe_v3_completion_date": self._parse_hs_date(deal_data.get("ioe_v3_completion_date")),
+                    "proposed_measures": deal_data.get("proposed_measures"),
+                    "approved_package": deal_data.get("approved_package"),
+                    "designer": deal_data.get("designer"),
+                    "design_completion_date": self._parse_hs_date(deal_data.get("design_completion_date")),
+                    "actual_measures_installed": deal_data.get("actual_measures_installed"),
+                    "installer": deal_data.get("installer"),
+                    "installer_handover": deal_data.get("installer_handover"),
+                    "lodgement_status": deal_data.get("lodgement_status"),
+                    "measures_lodgement_date": self._parse_hs_date(deal_data.get("measures_lodgement_date")),
+                    "lodgement_date": self._parse_hs_date(deal_data.get("lodgement_date")),
+                    "expected_commencement_date": self._parse_hs_date(deal_data.get("expected_commencement_date")),
+                    "surveyor": deal_data.get("surveyor"),
+                    "confirmed_survey_date": self._parse_hs_date(deal_data.get("confirmed_survey_date")),
+                    "confirmed_survey_time": deal_data.get("confirmed_survey_time"),
                 }.items():
                     setattr(existing, attr, value or getattr(existing, attr))
 
@@ -288,6 +408,9 @@ class HubspotDataToDb:
                                 f"⚠️ Failed to download photo for deal_id {existing.deal_id}: {e}"
                             )
                             # Continue without the file — don't crash the update
+                        finally:
+                            if "local_file" in locals() and os.path.exists(local_file):
+                                os.remove(local_file)
                     else:
                         print(f"⚠️ Photo URL missing for deal_id {existing.deal_id}")
 
@@ -302,6 +425,7 @@ class HubspotDataToDb:
                     deal_id=deal_id,
                     dealname=deal_data.get("dealname"),
                     dealstage=deal_data.get("dealstage"),
+                    listing_id=listing.get("listing_id"),
                     landlord_property_id=listing.get("owner_property_id"),
                     uprn=listing.get("national_uprn"),
                     outcome=deal_data.get("outcome"),
@@ -316,6 +440,28 @@ class HubspotDataToDb:
                     ),
                     coordination_status=deal_data.get("coordination_status__stage_1_"),
                     design_status=deal_data.get("retrofit_design_status"),
+                    pashub_link=deal_data.get("pashub_link"),
+                    sharepoint_link=deal_data.get("sharepoint_link"),
+                    dampmould_growth=deal_data.get("dampmould_growth"),
+                    pre_sap=deal_data.get("pre_sap"),
+                    coordinator=deal_data.get("coordinator"),
+                    mtp_completion_date=self._parse_hs_date(deal_data.get("mtp_completion_date")),
+                    mtp_re_model_completion_date=self._parse_hs_date(deal_data.get("mtp_re_model_completion_date")),
+                    ioe_v3_completion_date=self._parse_hs_date(deal_data.get("ioe_v3_completion_date")),
+                    proposed_measures=deal_data.get("proposed_measures"),
+                    approved_package=deal_data.get("approved_package"),
+                    designer=deal_data.get("designer"),
+                    design_completion_date=self._parse_hs_date(deal_data.get("design_completion_date")),
+                    actual_measures_installed=deal_data.get("actual_measures_installed"),
+                    installer=deal_data.get("installer"),
+                    installer_handover=deal_data.get("installer_handover"),
+                    lodgement_status=deal_data.get("lodgement_status"),
+                    measures_lodgement_date=self._parse_hs_date(deal_data.get("measures_lodgement_date")),
+                    lodgement_date=self._parse_hs_date(deal_data.get("lodgement_date")),
+                    expected_commencement_date=self._parse_hs_date(deal_data.get("expected_commencement_date")),
+                    surveyor=deal_data.get("surveyor"),
+                    confirmed_survey_date=self._parse_hs_date(deal_data.get("confirmed_survey_date")),
+                    confirmed_survey_time=deal_data.get("confirmed_survey_time"),
                 )
 
                 # Handle upload at insert time
@@ -335,6 +481,9 @@ class HubspotDataToDb:
                             f"⚠️ Failed to download photo for deal_id {new_record.deal_id}: {e}"
                         )
                         # Continue without the file — don't crash the insert
+                    finally:
+                        if "local_file" in locals() and os.path.exists(local_file):
+                            os.remove(local_file)
 
                 session.add(new_record)
                 session.commit()

etl/hubspot/scripts/scraper/bulk_load.py

@@ -0,0 +1,40 @@
+from etl.hubspot.hubspotClient import HubspotClient, Companies, Pipeline
+from etl.hubspot.scripts.scraper.main import handler
+from tqdm import tqdm
+
+
+PIPELINE_ID = Pipeline.OPERATIONS_SOCIAL_HOUSING.value
+
+companies = list([Companies.THE_GUINESS_PARTNERSHIP, Companies.SOUTHERN_HOUSING_GROUP])
+
+
+def bulk_load(companies: list[Companies] | None = None) -> None:
+    """
+    Load all deals from the given companies (defaults to all Companies enum values)
+    into the database, filtered to the Operations/Social Housing pipeline.
+    """
+    hubspot = HubspotClient()
+    targets = companies or list(Companies)
+
+    for company in tqdm(targets, desc="Companies", unit="co"):
+        company_id = company.value
+        deal_ids = hubspot.get_deal_ids_from_company(company_id)
+
+        processed = 0
+        with tqdm(deal_ids, desc=company.name, unit="deal", leave=False) as deal_bar:
+            for deal_id in deal_bar:
+                deal_data = hubspot.from_deal_id_get_info(deal_id)
+                if deal_data.get("pipeline") != PIPELINE_ID:
+                    deal_bar.set_postfix({"status": "skip", "deal": deal_id})
+                    continue
+
+                deal_bar.set_postfix({"status": "uploading", "deal": deal_id})
+                handler({"hubspot_deal_id": deal_id}, context=None)
+                processed += 1
+                deal_bar.set_postfix({"status": "done", "deal": deal_id})
+
+        tqdm.write(f"[{company.name}] {processed}/{len(deal_ids)} deals in pipeline")
+
+
+if __name__ == "__main__":
+    bulk_load(companies)

etl/hubspot/scripts/scraper/main.py

@@ -4,7 +4,7 @@
 3) [completed] Load the db and check if upsert it into the table
 4) [completed]Getting working on a AWS lambda
 5) [completed] subtask and tasks history
-6) [TODO]The new sexy deal properties, move it over
+6) [completed]The new sexy deal properties, move it over
 """
 
 from etl.hubspot.hubspotClient import HubspotClient

infrastructure/terraform/lambda/hubspot_deal_etl/main.tf

@@ -39,6 +39,6 @@ module "hubspot_deal_etl" {
 }
 
 resource "aws_iam_role_policy_attachment" "lambda_s3_policy" {
-  role       = module.lambda.role_name
+  role       = module.hubspot_deal_etl.role_name
   policy_arn = data.terraform_remote_state.shared.outputs.hubspot_etl_s3_read_and_write_arn
 }

sfr/principal_pitch/2_export_data.py

@@ -26,13 +26,13 @@ from backend.app.db.functions.materials_functions import get_materials
 from collections import defaultdict
 from sqlalchemy import func
 
-PORTFOLIO_ID = 639
+PORTFOLIO_ID = 640
-SCENARIOS = [1157]
+SCENARIOS = [1154]
 scenario_names = {
-    1157: "EPC C - no EWI solid floor",
+    1154: "EPC - 10k Budget",
 }
 
-project_name = "Instagroup Sample"
+project_name = "First Charterhouse Investments"
 
 
 def get_data(portfolio_id, scenario_ids):