update script

This commit is contained in:
Daniel Roth 2026-07-14 09:40:38 +00:00
parent 08e11538cd
commit f5d2bdd651

View file

@ -3,185 +3,196 @@ UPRN-persistence fix (#1538). Targets have ``uprn IS NULL`` and a non-null
``uploaded_file_id`` (the site-notes signature; these rows carry no ``property_id``
/ ``portfolio_id``).
For each target the UPRN is recovered, in priority order, from (1)
``uploaded_files.uprn``, then when that's null (2) ``property.landlord_property_id``
or (3) ``hubspot_deal_data.uprn`` (via ``uploaded_files.hubspot_deal_id``). Every
method is validated against the target portfolio's ``property`` table — the only
handle for scoping these portfolio-less rows and the written value is that
property row's ``uprn``. Rows matching no property, or ambiguously matching several
UPRNs, are skipped and reported. ``uprn_source`` is left untouched, as in #1538.
The run is scoped to the rows whose deal (``uploaded_files.hubspot_deal_id``
``hubspot_deal_data.deal_id``) carries ``PROJECT_CODE``. For each such target the
UPRN is taken, in priority order, from (1) ``uploaded_files.uprn``, then when that's
null (2) ``hubspot_deal_data.uprn`` (text, so numeric-guarded and cast). A row is
skipped and reported when neither yields a UPRN, or when the deal offers several
different UPRNs (ambiguous). ``uprn_source`` is left untouched, as in #1538.
Set ``PORTFOLIO_ID`` below before running. DRY-RUN by default (writes nothing);
pass ``--apply`` to execute in a transaction. Idempotent re-running is a no-op.
Run with: ``python -m scripts.backfill_site_notes_epc_property_uprn [--apply]``
Set ``PROJECT_CODE`` and ``DRY_RUN`` below, then run the file (VS Code Run, or
``python -m scripts.backfill_site_notes_epc_property_uprn``). With ``DRY_RUN = True``
it prints what it would change and writes nothing; set it to ``False`` to execute in
a transaction. Idempotent re-running is a no-op.
"""
from __future__ import annotations
import argparse
from sqlalchemy import Connection, text
from scripts.e2e_common import build_engine, load_env
# ---------------------------------------------------------------------------
# Set this to the portfolio you are backfilling before running the script.
# Set these before running.
# ---------------------------------------------------------------------------
PORTFOLIO_ID: int = 0 # TODO: set the target portfolio id
PROJECT_CODE: str = (
"[The Guinness Partnership GMCA Bid - WH:SF - 052026 - 1219680020683]" # TODO: hubspot_deal_data.project_code to scope to
)
DRY_RUN: bool = True # True = report only (writes nothing); False = apply the update
# Target rows: site-notes-mapped epc_property rows still missing a UPRN. The
# non-null uploaded_file_id is the site-notes signature (predicted / lodged-EPC
# rows don't have one), and uprn IS NULL is the pre-#1538 gap.
# Target rows: site-notes-mapped epc_property rows still missing a UPRN, scoped to
# the deals carrying PROJECT_CODE. The non-null uploaded_file_id is the site-notes
# signature (predicted / lodged-EPC rows don't have one; the JOIN to uploaded_files
# enforces it), and uprn IS NULL is the pre-#1538 gap. The EXISTS restricts to rows
# whose deal (uploaded_files.hubspot_deal_id -> hubspot_deal_data.deal_id) has the
# requested project_code.
#
# For each we join uploaded_files (the only link to a property), the deal row
# (hubspot_deal_id -> hubspot_deal_data.deal_id), and the target portfolio's
# property table, resolving the UPRN from uploaded_files.uprn or, when that's null,
# via landlord_property_id or the deal's uprn. The value written is always the
# property row's uprn. GROUP BY ... HAVING count(DISTINCT p.uprn) = 1 drops any row
# that resolves to more than one portfolio UPRN (ambiguous — left for a human).
# hubspot_deal_data.uprn is text, so it's numeric-guarded (^[0-9]+$) before casting.
# resolved: per target, the UPRN candidates — uploaded_files.uprn (single, via the
# PK join) and the deal's uprn. hubspot_deal_data.uprn is text, so it's
# numeric-guarded (^[0-9]+$) before casting; a deal_id can have several rows, so we
# take the min and also count the distinct values to spot ambiguity.
#
# final: the value written is uploaded_files.uprn if present, else the deal's uprn.
# via_uploaded_file / via_hubspot_deal record which source won. A row is ambiguous
# (skipped) when it falls back to the deal and the deal offers >1 distinct UPRN.
_RESOLVED_CTE = """
WITH target AS (
SELECT e.id AS epc_property_id, e.uploaded_file_id
FROM epc_property e
WHERE e.uploaded_file_id IS NOT NULL
AND e.uprn IS NULL
JOIN uploaded_files uf ON uf.id = e.uploaded_file_id
WHERE e.uprn IS NULL
AND EXISTS (
SELECT 1 FROM hubspot_deal_data d
WHERE d.deal_id = uf.hubspot_deal_id
AND d.project_code = :project_code
)
),
resolved AS (
SELECT t.epc_property_id,
min(p.uprn) AS resolved_uprn,
bool_or(uf.uprn IS NOT NULL AND p.uprn = uf.uprn) AS via_uploaded_file,
bool_or(uf.uprn IS NULL
AND uf.landlord_property_id IS NOT NULL
AND p.landlord_property_id = uf.landlord_property_id
) AS via_property_lpi,
bool_or(uf.uprn IS NULL
AND btrim(hdd.uprn) ~ '^[0-9]+$'
AND p.uprn = btrim(hdd.uprn)::bigint
) AS via_hubspot_deal,
count(DISTINCT p.uprn) AS distinct_uprns
uf.uprn AS uploaded_uprn,
min(CASE WHEN btrim(hdd.uprn) ~ '^[0-9]+$'
THEN btrim(hdd.uprn)::bigint END) AS deal_uprn,
count(DISTINCT CASE WHEN btrim(hdd.uprn) ~ '^[0-9]+$'
THEN btrim(hdd.uprn)::bigint END) AS distinct_deal_uprns
FROM target t
JOIN uploaded_files uf ON uf.id = t.uploaded_file_id
LEFT JOIN hubspot_deal_data hdd ON hdd.deal_id = uf.hubspot_deal_id
JOIN property p
ON p.portfolio_id = :portfolio_id
AND p.uprn IS NOT NULL
AND (
(uf.uprn IS NOT NULL AND p.uprn = uf.uprn)
OR (uf.uprn IS NULL
AND uf.landlord_property_id IS NOT NULL
AND p.landlord_property_id = uf.landlord_property_id)
OR (uf.uprn IS NULL
AND btrim(hdd.uprn) ~ '^[0-9]+$'
AND p.uprn = btrim(hdd.uprn)::bigint)
)
GROUP BY t.epc_property_id
GROUP BY t.epc_property_id, uf.uprn
),
final AS (
SELECT epc_property_id,
COALESCE(uploaded_uprn, deal_uprn) AS resolved_uprn,
uploaded_uprn IS NOT NULL AS via_uploaded_file,
(uploaded_uprn IS NULL AND deal_uprn IS NOT NULL) AS via_hubspot_deal,
(uploaded_uprn IS NULL AND distinct_deal_uprns > 1) AS ambiguous
FROM resolved
)
"""
_REPORT = text(
_RESOLVED_CTE
+ """
_REPORT = text(_RESOLVED_CTE + """
SELECT
(SELECT count(*) FROM target) AS targets,
count(*) FILTER (WHERE distinct_uprns = 1) AS resolvable,
count(*) FILTER (WHERE distinct_uprns = 1
count(*) FILTER (WHERE resolved_uprn IS NOT NULL
AND NOT ambiguous) AS resolvable,
count(*) FILTER (WHERE resolved_uprn IS NOT NULL
AND NOT ambiguous
AND via_uploaded_file) AS via_uploaded_file,
count(*) FILTER (WHERE distinct_uprns = 1
AND NOT via_uploaded_file
AND via_property_lpi) AS via_property_lpi,
count(*) FILTER (WHERE distinct_uprns = 1
AND NOT via_uploaded_file
AND NOT via_property_lpi
count(*) FILTER (WHERE resolved_uprn IS NOT NULL
AND NOT ambiguous
AND via_hubspot_deal) AS via_hubspot_deal,
count(*) FILTER (WHERE distinct_uprns > 1) AS ambiguous
FROM resolved
"""
)
count(*) FILTER (WHERE ambiguous) AS ambiguous
FROM final
""")
_UPDATE = text(
_RESOLVED_CTE
+ """
_UPDATE = text(_RESOLVED_CTE + """
UPDATE epc_property e
SET uprn = r.resolved_uprn
FROM resolved r
WHERE e.id = r.epc_property_id
AND r.distinct_uprns = 1
SET uprn = f.resolved_uprn
FROM final f
WHERE e.id = f.epc_property_id
AND f.resolved_uprn IS NOT NULL
AND NOT f.ambiguous
AND e.uprn IS NULL
"""
)
""")
# Addresses of the rows we can't backfill (no UPRN from either source), so they can
# be chased up by hand before / after a live run.
_UNRESOLVED = text(_RESOLVED_CTE + """
SELECT e.id AS epc_property_id,
e.address_line_1, e.address_line_2, e.post_town, e.postcode
FROM final f
JOIN epc_property e ON e.id = f.epc_property_id
WHERE f.resolved_uprn IS NULL
ORDER BY e.postcode, e.address_line_1
""")
def backfill(conn: Connection, *, portfolio_id: int, apply: bool) -> dict[str, int]:
"""Report (and, when ``apply``, execute) the UPRN backfill for ``portfolio_id``.
def _unresolved_addresses(conn: Connection, *, project_code: str) -> list[str]:
"""One formatted ``"epc_property <id>: <address>"`` line per target row that
yielded no UPRN from either source."""
lines: list[str] = []
for r in conn.execute(_UNRESOLVED, {"project_code": project_code}):
parts = [r.address_line_1, r.address_line_2, r.post_town, r.postcode]
address = ", ".join(p for p in parts if p) or "(no address on epc_property)"
lines.append(f"epc_property {r.epc_property_id}: {address}")
return lines
def backfill(conn: Connection, *, project_code: str, apply: bool) -> dict[str, int]:
"""Report (and, when ``apply``, execute) the UPRN backfill for the deals
carrying ``project_code``.
Returns the diagnostic counts: total ``targets`` (site-notes rows missing a
UPRN), how many are ``resolvable`` within the portfolio (split by the method
that resolved them ``via_uploaded_file`` / ``via_property_lpi`` /
``via_hubspot_deal``, in that priority order), how many are ``ambiguous``
(skipped), and when applied how many rows were ``updated``."""
row = conn.execute(_REPORT, {"portfolio_id": portfolio_id}).one()
UPRN), how many are ``resolvable`` (split by the source that resolved them
``via_uploaded_file`` then ``via_hubspot_deal``, in that priority order), how
many are ``ambiguous`` (skipped), and when applied how many rows were
``updated``."""
params = {"project_code": project_code}
row = conn.execute(_REPORT, params).one()
counts = {
"targets": row.targets,
"resolvable": row.resolvable,
"via_uploaded_file": row.via_uploaded_file,
"via_property_lpi": row.via_property_lpi,
"via_hubspot_deal": row.via_hubspot_deal,
"ambiguous": row.ambiguous,
}
if apply:
result = conn.execute(_UPDATE, {"portfolio_id": portfolio_id})
result = conn.execute(_UPDATE, params)
counts["updated"] = result.rowcount
return counts
def main() -> None:
load_env()
parser = argparse.ArgumentParser(description=__doc__)
parser.add_argument(
"--apply",
action="store_true",
help="execute the updates (default: dry-run, writes nothing)",
)
args = parser.parse_args()
if PORTFOLIO_ID <= 0:
if not PROJECT_CODE:
raise SystemExit(
"Set PORTFOLIO_ID at the top of this script to the target portfolio "
"before running."
"Set PROJECT_CODE at the top of this script to the hubspot_deal_data "
"project_code to scope to before running."
)
engine = build_engine()
with engine.begin() as conn:
conn.execute(text("SET statement_timeout = 120000"))
counts = backfill(conn, portfolio_id=PORTFOLIO_ID, apply=args.apply)
counts = backfill(conn, project_code=PROJECT_CODE, apply=not DRY_RUN)
unresolved_addresses = _unresolved_addresses(conn, project_code=PROJECT_CODE)
unresolved = counts["targets"] - counts["resolvable"] - counts["ambiguous"]
verb = "backfilled" if args.apply else "would backfill"
print(f"Portfolio {PORTFOLIO_ID}: {counts['targets']} site-notes epc_property "
f"row(s) missing a UPRN.")
verb = "would backfill" if DRY_RUN else "backfilled"
print(
f"Project {PROJECT_CODE!r}: {counts['targets']} site-notes epc_property "
f"row(s) missing a UPRN."
)
print(
f" {verb} {counts['resolvable']} row(s) "
f"({counts['via_uploaded_file']} via uploaded_files.uprn, "
f"{counts['via_property_lpi']} via property.landlord_property_id, "
f"{counts['via_hubspot_deal']} via hubspot_deal_data.uprn)."
)
if counts["ambiguous"]:
print(
f" SKIPPED {counts['ambiguous']} row(s) that matched more than one "
"portfolio UPRN (ambiguous — resolve by hand)."
f" SKIPPED {counts['ambiguous']} row(s) whose deal offers more than one "
"distinct UPRN (ambiguous — resolve by hand)."
)
if unresolved:
print(
f" SKIPPED {unresolved} row(s) with no matching property in this "
"portfolio (no uploaded_files.uprn, landlord_property_id or deal match)."
f" SKIPPED {unresolved} row(s) with no UPRN available "
"(no uploaded_files.uprn and no numeric deal uprn):"
)
if args.apply:
print(f"\nApplied. {counts.get('updated', 0)} row(s) updated.")
for line in unresolved_addresses:
print(f" {line}")
if DRY_RUN:
print("\nDRY-RUN — nothing written. Set DRY_RUN = False to execute.")
else:
print("\nDRY-RUN — nothing written. Re-run with --apply to execute.")
print(f"\nApplied. {counts.get('updated', 0)} row(s) updated.")
if __name__ == "__main__":