Merge pull request #1434 from Hestia-Homes/feature/abri-api-integration

Abri API: hubspot deal differ for CreateJob

etl/hubspot/hubspot_deal_differ.py

@@ -1,6 +1,7 @@
 from typing import Dict, List, Optional
 
 from backend.app.db.models.hubspot_deal_data import HubspotDealData
+from etl.hubspot.project_data import ProjectData
 from etl.hubspot.utils import parse_hs_bool, parse_hs_date
 
 
@@ -12,6 +13,8 @@ class HubspotDealDiffer:
     ]
     RETROFIT_DESIGN_COMPLETE = "uploaded"
     LODGEMENT_COMPLETE: List[str] = ["lodgement complete", "measures lodged"]
+    ABRI_CONDITION_ASSOCIATED_PROJECT_ID = "123456"
+    ABRI_CONDITION_PROJECT_CODE = "Abri Condition"
 
     @staticmethod
     def check_for_db_update_trigger(
@@ -170,6 +173,33 @@ class HubspotDealDiffer:
 
         return False
 
+    @staticmethod
+    def check_for_abri_survey_creation(
+        new_deal: Dict[str, str],
+        new_project: Optional[ProjectData],
+        old_deal: HubspotDealData,
+    ) -> bool:
+        if not HubspotDealDiffer._is_abri_condition_deal(new_deal, new_project):
+            return False
+
+        if old_deal.confirmed_survey_date is not None:
+            return False
+
+        return parse_hs_date(new_deal.get("confirmed_survey_date")) is not None
+
+    @staticmethod
+    def _is_abri_condition_deal(
+        new_deal: Dict[str, str], new_project: Optional[ProjectData]
+    ) -> bool:
+        if new_project is not None:
+            return (
+                new_project["project_id"]
+                == HubspotDealDiffer.ABRI_CONDITION_ASSOCIATED_PROJECT_ID
+            )
+
+        new_project_code = (new_deal.get("project_code") or "").lower()
+        return new_project_code == HubspotDealDiffer.ABRI_CONDITION_PROJECT_CODE.lower()
+
     @staticmethod
     def check_for_magicplan_trigger(
         new_deal: Dict[str, str], old_deal: HubspotDealData

etl/hubspot/tests/test_hubspot_deal_differ.py

@@ -6,6 +6,7 @@ import pytest
 
 from backend.app.db.models.hubspot_deal_data import HubspotDealData
 from etl.hubspot.hubspot_deal_differ import HubspotDealDiffer
+from etl.hubspot.project_data import ProjectData
 
 
 BASE_TIME = datetime(2025, 12, 1, 12, 0, 0)
@@ -343,6 +344,210 @@ def test_magicplan_trigger__outcome_surveyed_uppercase__returns_true() -> None:
     assert result is True
 
 
+# ==================================
+# ABRI SURVEY CREATION TRIGGER TESTS
+# ==================================
+
+
+def test_abri_survey_creation__date_first_set_on_abri_deal__returns_true() -> None:
+    deal_id = uuid.uuid4()
+
+    # Arrange
+    old_deal = make_old_deal(
+        id=deal_id,
+        project_code="Abri Condition",
+        confirmed_survey_date=None,
+    )
+    new_deal = make_new_deal(
+        deal_id,
+        project_code="Abri Condition",
+        confirmed_survey_date="2026-07-15",
+    )
+
+    # Act
+    result = HubspotDealDiffer.check_for_abri_survey_creation(
+        new_deal=new_deal,
+        new_project=None,
+        old_deal=old_deal,
+    )
+
+    # Assert
+    assert result is True
+
+
+def test_abri_survey_creation__date_already_set__returns_false() -> None:
+    deal_id = uuid.uuid4()
+
+    # Arrange
+    old_deal = make_old_deal(
+        id=deal_id,
+        project_code="Abri Condition",
+        confirmed_survey_date=datetime(2026, 7, 1, tzinfo=timezone.utc),
+    )
+    new_deal = make_new_deal(
+        deal_id,
+        project_code="Abri Condition",
+        confirmed_survey_date="2026-07-15",
+    )
+
+    # Act
+    result = HubspotDealDiffer.check_for_abri_survey_creation(
+        new_deal=new_deal,
+        new_project=None,
+        old_deal=old_deal,
+    )
+
+    # Assert
+    assert result is False
+
+
+def test_abri_survey_creation__non_abri_project_code__returns_false() -> None:
+    deal_id = uuid.uuid4()
+
+    # Arrange
+    old_deal = make_old_deal(
+        id=deal_id,
+        project_code="Southern Retrofit",
+        confirmed_survey_date=None,
+    )
+    new_deal = make_new_deal(
+        deal_id,
+        project_code="Southern Retrofit",
+        confirmed_survey_date="2026-07-15",
+    )
+
+    # Act
+    result = HubspotDealDiffer.check_for_abri_survey_creation(
+        new_deal=new_deal,
+        new_project=None,
+        old_deal=old_deal,
+    )
+
+    # Assert
+    assert result is False
+
+
+def test_abri_survey_creation__project_code_cased_differently__returns_true() -> None:
+    deal_id = uuid.uuid4()
+
+    # Arrange
+    old_deal = make_old_deal(
+        id=deal_id,
+        project_code="ABRI CONDITION",
+        confirmed_survey_date=None,
+    )
+    new_deal = make_new_deal(
+        deal_id,
+        project_code="ABRI CONDITION",
+        confirmed_survey_date="2026-07-15",
+    )
+
+    # Act
+    result = HubspotDealDiffer.check_for_abri_survey_creation(
+        new_deal=new_deal,
+        new_project=None,
+        old_deal=old_deal,
+    )
+
+    # Assert
+    assert result is True
+
+
+@pytest.mark.parametrize(
+    "new_overrides",
+    [
+        {},
+        {"confirmed_survey_date": ""},
+        {"confirmed_survey_date": "not-a-date"},
+    ],
+)
+def test_abri_survey_creation__no_parseable_new_date__returns_false(
+    new_overrides: Dict[str, str],
+) -> None:
+    deal_id = uuid.uuid4()
+
+    # Arrange
+    old_deal = make_old_deal(
+        id=deal_id,
+        project_code="Abri Condition",
+        confirmed_survey_date=None,
+    )
+    new_deal = make_new_deal(
+        deal_id,
+        project_code="Abri Condition",
+        **new_overrides,
+    )
+
+    # Act
+    result = HubspotDealDiffer.check_for_abri_survey_creation(
+        new_deal=new_deal,
+        new_project=None,
+        old_deal=old_deal,
+    )
+
+    # Assert
+    assert result is False
+
+
+def test_abri_survey_creation__associated_abri_project_id__returns_true() -> None:
+    deal_id = uuid.uuid4()
+
+    # Arrange
+    old_deal = make_old_deal(
+        id=deal_id,
+        project_code="Southern Retrofit",
+        confirmed_survey_date=None,
+    )
+    new_deal = make_new_deal(
+        deal_id,
+        project_code="Southern Retrofit",
+        confirmed_survey_date="2026-07-15",
+    )
+    new_project = ProjectData(
+        project_id=HubspotDealDiffer.ABRI_CONDITION_ASSOCIATED_PROJECT_ID,
+        name="Abri Condition",
+    )
+
+    # Act
+    result = HubspotDealDiffer.check_for_abri_survey_creation(
+        new_deal=new_deal,
+        new_project=new_project,
+        old_deal=old_deal,
+    )
+
+    # Assert
+    assert result is True
+
+
+def test_abri_survey_creation__non_abri_project_id_with_abri_code__returns_false() -> (
+    None
+):
+    deal_id = uuid.uuid4()
+
+    # Arrange
+    old_deal = make_old_deal(
+        id=deal_id,
+        project_code="Abri Condition",
+        confirmed_survey_date=None,
+    )
+    new_deal = make_new_deal(
+        deal_id,
+        project_code="Abri Condition",
+        confirmed_survey_date="2026-07-15",
+    )
+    new_project = ProjectData(project_id="999999", name="Southern Retrofit")
+
+    # Act
+    result = HubspotDealDiffer.check_for_abri_survey_creation(
+        new_deal=new_deal,
+        new_project=new_project,
+        old_deal=old_deal,
+    )
+
+    # Assert
+    assert result is False
+
+
 # =======================
 # DB UPDATE TRIGGER TESTS
 # =======================