Merge pull request #131 from Hestia-Homes/feature/live_tracker_documentation

updated script to do live tracking and folder generation better

.github/workflows/hubspot_sync.yml

@@ -3,7 +3,7 @@ name: Hubspot Sync
 on:
   schedule:
     # Every 15 minutes, 07:00–18:59, Monday–Friday (UTC)
-    - cron: '*/15 7-18 * * 1-5'
+    - cron: '0 7-18/2 * * 1-5'
 
     # Once on Saturday at 09:00 UTC
     - cron: '0 9 * * 6'

etl/hubSpotClient/scripts/hubspot_company.py

@@ -6,6 +6,7 @@ hubspot = HubSpotClient()
 
 companies = [
     Companies.THE_GUINESS_PARTNERSHIP,
+    Companies.SOUTHERN_HOUSING_GROUP,
 ]
 # All deals from a pipeline_id via filter
 

etl/hubSpotClient/scripts/hubspot_gather_all_deals.py

@@ -9,6 +9,7 @@ PIPELINE_ID = Pipeline.OPERATIONS_SOCIAL_HOUSING.value
 
 valuable_companies = [
     Companies.THE_GUINESS_PARTNERSHIP.value,
+    Companies.SOUTHERN_HOUSING_GROUP.value,
 ]
 
 deals_to_add = []

etl/hubSpotClient/scripts/hubspot_update_script.py

@@ -8,6 +8,7 @@ db = HubspotTodb()
 
 companies = [
     Companies.THE_GUINESS_PARTNERSHIP,
+    Companies.SOUTHERN_HOUSING_GROUP,
 ]
 
 # Global trackers

etl/osmosis_monday_to_sharepoint_automation.py

@@ -1,71 +1,126 @@
 import os
 # osmsis keys
-os.environ["SHAREPOINT_CLIENT_ID"] = "6832a4c5-fb8c-4082-a746-4f51e1020f0d"
-os.environ["SHAREPOINT_CLIENT_SECRET"] = "xpC8Q~Frww48SM1V-D8lGy5iOY7P_cJ7FF3jgarQ"
-os.environ["SHAREPOINT_TENANT_ID"] = "10d5af8b-2cfd-4882-9ccd-b96e4812dacf"
+os.environ["SHAREPOINT_CLIENT_ID"] = "0e28c4f9-3e77-4571-8d63-df1857f4266a"
+os.environ["SHAREPOINT_CLIENT_SECRET"] = "2s48Q~t8.pI-~rbtQaSCFcYY97Z3LiMYhuo0GaOb"
+os.environ["SHAREPOINT_TENANT_ID"] = "6f080c63-8a66-4bbc-9d72-b85d5df30555"
 
-from etl.scraper.scraper import SharePointInstaller
-from etl.scraper.scraper import SharePointScraper
+import time
 import pandas as pd
 from tqdm import tqdm
-import time
+from concurrent.futures import ThreadPoolExecutor, as_completed
+from functools import wraps
+from typing import Callable
+
+from etl.scraper.scraper import SharePointInstaller, SharePointScraper
+
+osmosis = SharePointScraper(SharePointInstaller.PRIVATE_PAY)
+
+parent_folder = "/Projects/Southern Housing/SH-SURV-26-001/Assessments"
+
+excel_path = "/workspaces/survey-extractor/example_data/SH-SURV-26-001-monday.com.xlsx"
+asset_list = pd.read_excel(excel_path, sheet_name="SH-SURV-26-001-monday.com")
+
+# --------------------------------------------------
+# Retry Decorator (3 attempts + exponential backoff)
+# --------------------------------------------------
+
+def retry(max_attempts: int = 3, base_delay: float = 1.0):
+    def decorator(func: Callable):
+        @wraps(func)
+        def wrapper(*args, **kwargs):
+            attempt = 0
+            while attempt < max_attempts:
+                try:
+                    return func(*args, **kwargs)
+                except Exception as e:
+                    attempt += 1
+                    if attempt >= max_attempts:
+                        print(f"❌ Failed after {max_attempts} attempts: {e}")
+                        raise
+                    sleep_time = base_delay * (2 ** (attempt - 1))
+                    print(f"⚠ Retry {attempt}/{max_attempts} after error: {e}")
+                    time.sleep(sleep_time)
+        return wrapper
+    return decorator
 
 
-osmosis = SharePointScraper(SharePointInstaller.OSMOSIS_WAVE_3)
+# --------------------------------------------------
+# Folder Creation Logic (Wrapped with retry)
+# --------------------------------------------------
+
+@retry(max_attempts=3)
+def process_asset(address: pd.Series):
+    folder_name = f"{address['Name']} {address['Postcode']}"
+    print(f"\n📁 Processing {folder_name}")
+
+    web_url = osmosis.create_dir(folder_name, parent_folder)
+    time.sleep(0.5)  # small throttle
+
+    base_path = f"{parent_folder}/{folder_name}"
+
+    # -----------------------
+    # Folder Structure
+    # -----------------------
+
+    osmosis.create_dir("1. Retrofit Assessment", base_path)
+    osmosis.create_dir("A. Assessment", f"{base_path}/1. Retrofit Assessment")
+    osmosis.create_dir("B. Air Tightness Tests", f"{base_path}/1. Retrofit Assessment")
+
+    osmosis.create_dir("2. RC Mid-Term Plan", base_path)
+    osmosis.create_dir("SAP", f"{base_path}/2. RC Mid-Term Plan")
+
+    osmosis.create_dir("3. Retrofit Design", base_path)
+
+    osmosis.create_dir("4. Post EPC", base_path)
+    osmosis.create_dir(
+        f"{address['Name']} - POST EPC Photos",
+        f"{base_path}/4. Post EPC"
+    )
+
+    osmosis.create_dir("5. Trustmark Lodgement", base_path)
+    trust_path = f"{base_path}/5. Trustmark Lodgement"
+    osmosis.create_dir("1. Works", trust_path)
+    osmosis.create_dir("2. Required Documents", trust_path)
+    osmosis.create_dir("3. Additional Documents", trust_path)
+
+    return {
+        "Name": address["Name"],
+        "Postcode": address["Postcode"],
+        "Sharepoint": web_url,
+    }
 
 
-parent_folder = "/Osmosis-ACD Projects/NCHA WHSHF Wave 3/Property Folders"
+# --------------------------------------------------
+# Parallel Execution
+# --------------------------------------------------
 
-asset_list = pd.read_excel("osmosis_data/asset_list.xlsx", sheet_name="Sheet 1")
+results = []
+failed_rows = []
 
+MAX_WORKERS = 5
 
-new_asset_list = []
-# Create asset list and location
-for index, address in tqdm(asset_list.iterrows()):
-    if index > 39:
-        folder_name = address['Name'] + " " + address['Postcode']
-        webUrl = osmosis.create_dir(folder_name, parent_folder)
-        time.sleep(1)
-        print(f"building folders insidea {folder_name}") 
+with ThreadPoolExecutor(max_workers=MAX_WORKERS) as executor:
+    futures = [
+        executor.submit(process_asset, row)
+        for _, row in asset_list.iterrows()
+    ]
 
-        print("building retrofit assessment")
-        first_folder = "1. Retrofit Assessment"
-        osmosis.create_dir(first_folder, parent_folder + f"/{folder_name}")
-        osmosis.create_dir("A. Assessment", parent_folder + f"/{folder_name}/{first_folder}")
-        osmosis.create_dir("B. Air Tightness Tests", parent_folder + f"/{folder_name}/{first_folder}")
+    # ✅ Progress bar tied to completed futures
+    for future in tqdm(as_completed(futures), total=len(futures), desc="Processing Assets"):
+        try:
+            result = future.result()
+            results.append(result)
+        except Exception as e:
+            failed_rows.append(e)
 
-        print("building RC MID Term plan")
-        second_folder = "2. RC Mid-Term Plan" 
-        osmosis.create_dir(second_folder, parent_folder + f"/{folder_name}")
-        osmosis.create_dir("SAP", parent_folder + f"/{folder_name}/{second_folder}")
-
-        print("building Retrofit Design")
-        third_folder = "3. Retrofit Design"
-        osmosis.create_dir(third_folder, parent_folder + f"/{folder_name}")
-
-        print("building post epc")
-        fourth_folder = "4. Post EPC"
-        osmosis.create_dir(fourth_folder, parent_folder + f"/{folder_name}")
-        osmosis.create_dir(f"{address['Name']} - POST EPC Photos", parent_folder + f"/{folder_name}/{fourth_folder}")
-
-        print("Building Trust mark Lodgement")
-        fifth_folder = "5. Trustmark Lodgement"
-        osmosis.create_dir(fifth_folder, parent_folder + f"/{folder_name}")
-        osmosis.create_dir("1. Works", parent_folder + f"/{folder_name}/{fifth_folder}")
-
-        osmosis.create_dir("2. Required Documents", parent_folder + f"/{folder_name}/{fifth_folder}")
-        osmosis.create_dir("3. Additional Documents", parent_folder + f"/{folder_name}/{fifth_folder}")
-        
-        asset_data = {
-            "Name": address['Name'],
-            "Postcode": address['Postcode'],
-            "Sharepoint": webUrl,
-        }
-        print(asset_data)
-
-        new_asset_list.append(asset_data)
+print("\n✅ Finished")
 
+print(f"✔ Successful: {len(results)}")
+print(f"❌ Failed: {len(failed_rows)}")
 
+if failed_rows:
+    pd.DataFrame(failed_rows).to_excel("failed_rows.xlsx", index=False)
+    print("📄 Saved failed rows to failed_rows.xlsx")
 # # Run this is you just want to get url
 # def just_url(asset_list):
 #     new_asset_list = []
@@ -82,9 +137,10 @@ for index, address in tqdm(asset_list.iterrows()):
 #         new_asset_list.append(asset_data)
 #     return new_asset_list
 
-# new_asset_list = just_url(asset_list=asset_list)
-df = pd.DataFrame(new_asset_list)
-df.to_csv("output.csv", index=False)
+# # new_asset_list = just_url(asset_list=asset_list)
+
+# df = pd.DataFrame(new_asset_list)
+# df.to_csv("output.csv", index=False)
 
 
 

etl/scraper/scraper.py

@@ -30,6 +30,7 @@ class SharePointInstaller(Enum):
     # WARMFRONT = os.getenv("WARMFRONT_SHARPOINT_ID", "bea71c30-d366-454c-a484-ae4d6fd95bc4")
     # NEW_JJC = os.getenv("NEW JJC", "10d96eba-b4f9-4e30-804f-05a8b60507b0")
     OSMOSIS_ACD = os.getenv("OSMOSIS_ACD_SHAREPOINT_ID", "931c4361-681b-44e4-86f6-1a54aba3ae8a")
+    PRIVATE_PAY = os.getenv("PRIVATE_PAY_SHAREPOINT_ID", "16812ae4-5898-4fec-a6f6-382d1435586f")
     
 class SharePointScraper():
     """
@@ -122,7 +123,6 @@ class SharePointScraper():
         return False
 
     def create_dir(self, file_name, at_path="/"):
-
         sharepoint_client = SharePointClient(
             tenant_id=self.sharepoint_tenant_id,
             client_id=self.sharepoint_client_id,
@@ -130,13 +130,20 @@ class SharePointScraper():
             site_id=self.sharepoint_drive.value,
         )
 
-        if self.does_folder_exists_at(file_name, at_path) is False:
-            return sharepoint_client.create_folder(file_name, at_path)['webUrl']
-        else:
-            for folders in self.get_folders_in_path(at_path)['value']:
-                if file_name.upper() in folders["name"].upper():
-                    return folders["webUrl"]
-                
+        folders = self.get_folders_in_path(at_path)
+
+        # Check if folder already exists (case-insensitive match)
+        if "value" in folders:
+            for folder in folders["value"]:
+                if "name" in folder and folder["name"].lower() == file_name.lower():
+                    self.logger.info(f"Folder already exists: {file_name} at {at_path}")
+                    return folder["webUrl"]  # ✅ return existing folder
+
+        # Folder does NOT exist → create it
+        self.logger.info(f"Creating folder: {file_name} at {at_path}")
+        created = sharepoint_client.create_folder(file_name, at_path)
+
+        return created["webUrl"]
     def upload_file(self, file_path, sharepoint_path, file_name):
         sharepoint_client = SharePointClient(
             tenant_id=self.sharepoint_tenant_id,