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diff --git a/backend/src/dashboard/scripts/hubspot_to_s3.py b/backend/src/dashboard/scripts/hubspot_to_s3.py new file mode 100644 index 0000000..1c3ff42 --- /dev/null +++ b/backend/src/dashboard/scripts/hubspot_to_s3.py @@ -0,0 +1 @@ +from dashboard. \ No newline at end of file diff --git a/backend/src/dashboard/services/hubspot_client.py b/backend/src/dashboard/services/hubspot_client.py new file mode 100644 index 0000000..9699154 --- /dev/null +++ b/backend/src/dashboard/services/hubspot_client.py @@ -0,0 +1,322 @@ +import hubspot +from enum import Enum +from hubspot.crm.deals import PublicObjectSearchRequest +from hubspot.crm.deals.models import SimplePublicObjectInput +import time +import logging +import traceback +from hubspot.crm.objects.notes import SimplePublicObjectInput as NoteInput +from hubspot.crm.associations import BatchInputPublicAssociation, PublicAssociation +import time + + +class DealStage(Enum): + SURVEYED_COMPLETE_NEEDS_SIGN_OFF = "1617223914" + SURVEYED_NO_ACCESS_NEED_SIGN_OFF = "1617223915" + CUSTOMER_CONTACTED = "888730834" + SURVEYED_COMPLETED_SIGNED_OFF = "1617223916" + FILES_MISSING_FROM_ASSESSOR = "1887736000" + +class HubSpotClient(): + def __init__(self): + self.access_token = "pat-eu1-064f7f5c-a7d8-4d93-a9b2-b604da6164a6" + self.client = hubspot.Client.create(access_token=self.access_token) + + def get_all_deals(self): + return self.client.crm.deals.get_all() + + def get_owner_name_from_id(self, owner_id): + owner = self.client.crm.owners.owners_api.get_by_id(owner_id) + time.sleep(1) + first_name = owner.first_name or "" + last_name = owner.last_name or "" + return f"{first_name} {last_name}".strip() + + def get_deal_name_by_id(self, deal_id): + try: + deal = self.client.crm.deals.basic_api.get_by_id(deal_id) + time.sleep(1) + return deal.properties.get("dealname", "No deal name") + except Exception as e: + return "Unknown Deal" # Fallback if the deal name is not found + + + def get_listings_from_deals_id(self, deals_id): + from hubspot.crm.objects import PublicObjectSearchRequest + found_notes = [] + after = None + while True: + # Correct filter for notes associated with the given deal ID + search_request = PublicObjectSearchRequest( + filter_groups=[{ + "filters": [{ + "propertyName": "associations.deal", # Filter by association to the deal + "operator": "EQ", + "value": deals_id, + }] + }], + properties=["domna_property_id", "owner_property_id", 'national_uprn'], # Properties of the note you need + limit=200, + after=after, + ) + # Call the search API + response = self.client.crm.objects.search_api.do_search(object_type="0-420", public_object_search_request=search_request) + time.sleep(1) + + # Add the results to the found_notes list + found_notes.extend(response.results) + + # Handle pagination if more results are available + if not response.paging or not response.paging.next: + break + after = response.paging.next.after + + if found_notes: + return found_notes[0] + return None + + def get_domna_and_landlord_id(self, deals_id): + data = self.get_listings_from_deals_id(deals_id) + return data.properties['domna_property_id'], data.properties['owner_property_id'], data.properties.get('national_uprn', '') or '' + + def get_notes_from_deals_id(self, deals_id): + from hubspot.crm.objects import PublicObjectSearchRequest + found_notes = [] + after = None + while True: + # Correct filter for notes associated with the given deal ID + search_request = PublicObjectSearchRequest( + filter_groups=[{ + "filters": [{ + "propertyName": "associations.deal", # Filter by association to the deal + "operator": "EQ", + "value": deals_id, + }] + }], + properties=["hs_note_body", "hubspot_owner_id"], # Properties of the note you need + limit=200, + after=after, + ) + # Call the search API + response = self.client.crm.objects.search_api.do_search(object_type="notes", public_object_search_request=search_request) + time.sleep(1) + + # Add the results to the found_notes list + found_notes.extend(response.results) + + # Handle pagination if more results are available + if not response.paging or not response.paging.next: + break + after = response.paging.next.after + + all_notes = [] + for note in found_notes: + # Extract note content and author information + note_body = note.properties.get("hs_note_body", "No content") + + # Collect note details in a dictionary + all_notes.append({ + "note_id": note.id, + "note": note_body, + "created_at": note.created_at.strftime("%Y-%m-%d %H:%M:%S"), + }) + return all_notes + + + def get_all_deals_from_stage_id(self, stage_id): + found_deals = [] + after = None + while True: + search_request = PublicObjectSearchRequest( + filter_groups=[{ + "filters": [{ + "propertyName": "dealstage", + "operator": "EQ", + "value": stage_id, + }] + }], + properties=[ + "dealname", + "amount", + "hubspot_owner_id", + ], + limit=200, + after=after, + ) + response = self.client.crm.deals.search_api.do_search(search_request) + time.sleep(1) + found_deals.extend(response.results) + if not response.paging or not response.paging.next: + break + after = response.paging.next.after + + all_deals = [] + for deal in found_deals: + all_deals.append({ + "deal_id": deal.id, + "value": deal.properties["amount"], + "deal_owner": deal.properties.get("hubspot_owner_id"), + }) + return all_deals + + def get_associations_for_deal(self, deal_id, to_object_type): + """ + Returns a list of associated object IDs of type `to_object_type` + (e.g. "contacts", "companies", "notes", etc.) + """ + assoc_resp = self.client.crm.deals.associations_api.get_all( + deal_id=deal_id, + to_object_type=to_object_type + ) + return [assoc.id for assoc in assoc_resp.results] + + def get_deals_from_deal_stage(self, deal_stage: DealStage): + found_deals = [] + after = None + while True: + search_request = PublicObjectSearchRequest( + filter_groups=[{ + "filters": [{ + "propertyName": "dealstage", + "operator": "EQ", + "value": deal_stage.value, + }] + }], + properties=[ + "dealname", + "number_of_wet_rooms_needing_ventilation", + "work_type", + "property_needs_trickle_vents", + "domna_survey_post_sap", + "existing_wall_insulation", + "installer", + "submission_folder", + ], + limit=200, + after=after, + ) + response = self.client.crm.deals.search_api.do_search(search_request) + found_deals.extend(response.results) + if not response.paging or not response.paging.next: + break + after = response.paging.next.after + + all_deals = [] + for i,deal in enumerate(found_deals): + domna_id, landlord_id, uprn = self.get_domna_and_landlord_id(deal.id) + try: + deal_name = deal.properties['dealname'] + self.logger.info(f"Validating <{deal_name}>") + # input(f"Press enter to verfiy <{deal_name}>") + all_deals.append(SubmissionInfoFromDeal( + deal_id= deal.properties["hs_object_id"], + deal_name=deal.properties["dealname"], + work_type=deal.properties["work_type"], + needs_trickle_ventilation=True if deal.properties.get("property_needs_trickle_vents", "NO").upper() == "YES" else False, + post_sap_score=int(deal.properties["domna_survey_post_sap"]), + existing_wall_insulation=deal.properties.get("existing_wall_insulation") if deal.properties.get("existing_wall_insulation") else "None", + no_of_wet_rooms=int(deal.properties["number_of_wet_rooms_needing_ventilation"]), + installer=deal.properties["installer"], + submission_folder_path = deal.properties["submission_folder"], + landlord_id = landlord_id, + domna_id = domna_id, + uprn = uprn, + )) + except Exception as e: + def format_error_note(e): + note_text = "⚠️ Automated Verification Failed:

" + + if hasattr(e, "errors") and callable(e.errors): + note_text += "❌ Validation Errors:
" + for error in e.errors(): + loc = error.get('loc', 'N/A') + msg = error.get('msg', 'N/A') + error_type = error.get('type', 'N/A') + error_input = error.get('input', 'N/A') + + note_text += ( + f"• Field: {loc}
" + f"  - Message: {msg}
" + f"  - Type: {error_type}
" + f"  - Input: {error_input}

" + ) + else: + note_text += ( + "❗ Non-validation error:
" + f"
{str(e)}

" + ) + + note_text += ( + "🛠️ Please review this error and take necessary actions.
" + "Contact Jun-te if help is needed: +44 7519 530 549 or via Teams." + ) + + return note_text + + deal_id = deal.properties['hs_object_id'] + if hasattr(e, "errors"): + for error in e.errors(): + self.add_note_to_deal(deal_id, format_error_note(e)) + else: + self.logger.error(f"Non-validation error occurred: {str(e)}", exc_info=True) + self.logger.info(f"Deal name <{deal_name}> moving to 'needs additional information'") + self.move_deals_to_different_stage([deal_id], DealStage.FILES_MISSING_FROM_ASSESSOR.value) + return all_deals + + def print_all_pipeline_ids(self): + pipelines = self.client.crm.pipelines.pipelines_api.get_all(object_type="deals") + for pipeline in pipelines.results: + print(f"Pipeline: {pipeline.label}") + for stage in pipeline.stages: + print(f" - Label: {stage.label}") + print(f" ID: {stage.id}") + + def move_deals_to_different_stage(self, list_of_deals_id, to_stage_id): + deal_properties = SimplePublicObjectInput( + properties={ + "dealstage": to_stage_id + } + ) + for deal_id in list_of_deals_id: + self.client.crm.deals.basic_api.update( + deal_id, + simple_public_object_input=deal_properties + ) + self.logger.info(f"Deal {deal_id} moved to stage with ID {to_stage_id}.") + + + + def add_note_to_deal(self, deal_id, note_text): + try: + # Generate current time in milliseconds since epoch + hs_timestamp = int(time.time() * 1000) + + # Step 1: Create the note with hs_timestamp + note = NoteInput( + properties={ + "hs_note_body": note_text, + "hs_timestamp": hs_timestamp # Required field in your HubSpot setup + } + ) + created_note = self.client.crm.objects.notes.basic_api.create(note) + note_id = created_note.id + + # Step 2: Associate the note to the deal + association = PublicAssociation( + _from=note_id, + to=deal_id, + type="note_to_deal" + ) + + self.client.crm.associations.batch_api.create( + 'notes', + 'deals', + batch_input_public_association=BatchInputPublicAssociation( + inputs=[association] + ) + ) + + self.logger.info(f"📝 Note added to deal {deal_id}: {note_text}") + + except Exception as e: + self.logger.error(f"❌ Failed to add note to deal {deal_id}: {e}", exc_info=True)