junte/survey-extraction
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update on what i've done

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Jun-te Kim 2025-04-22 12:40:41 +00:00
parent 7c62c5c971
commit aca37ea10d
2 changed files with 35 additions and 16 deletions
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43
etl/hubspot_to_invoice.py
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@ -27,6 +27,7 @@ minimal_df.to_excel(lewis_view, index=False)
output_path = os.path.abspath(lewis_view)
sp.upload_to_sharepoint(output_path, lewis_view)
sp.upload_to_sharepoint(sp.get_master_rate_card_path(), "COPY_OF_RATE_CARD_USED.xlsx")
deal_ids = df["HUBSPOT_DEAL_ID"].tolist()
@ -34,18 +35,38 @@ sp.move_deals_to_completed(deal_ids)
"""
TODO:
P3) Improve dimirtra script by adding dates to the mixA
# Add dates
# Add owner's name if possible ( might need to do something to add info in hubspot mnaually)
# Add value information
# All notes in a particular order
# Once i prove its concept, set up a call with Cyrus and Dimitra for a quick call to ensure they like what they see and quick fixes
P3 Check to see if emails has arrived
P3) Write documentation for tech demos from Khalims demo
Tuesday
P0) output the copy of rate card that was used
P1) - Get read for demo, 3 examples of solar ( JJC AND SCIS), 3 examples of cavity wall ( SCIS and JJC) 12 in total
P2) Review deem score with last weeks deem score values to ensure accuracy
P3) Figure out what to do if I see an address that isn't registered but surveyrod
"""
P3) Write documentation for tech demos from Khalims demo - Handed off to cyrus
"""
# Look for
# JJC
# 3 examples of Solar
# No solar example in april deem scroe
# 3 examples Cavity Wall, FOAM, Empty and General ideally
# (in hubspot )111 Duddell Road General ( fibre) - 500, 2 wet rooms
# Empty
# ( in hubspot ) 29 Lower King ( empty ) - 500
# Foam
# ( in hubspot ) 6 STOKESAY STREET (foam) - 400
# SCIS
# 3 examples of Solar
# ( not in hubspot ) 12 short hedges - Solar 1608
# ( not in hubspot ) 18 short hedge - Solar 1608
# ( not in hubspot) 6 forety road -Solar 1608
# 3 examples Cavity Wall, FOAM, Empty and General ideally
# ( not in hubspot ) 319 Muirfield Road, (Empty Cavity) - 1000
# ( not in hubspot ) 2 queensway, (Fibre) - 500
# ( not in hubspot )56 Aughton Crescent -(foam) - To be worked out by Lewis but lets use this as an oppurtunity -
# Compare value with what I should get and in the deem score. Keep tabs below so I can check easily
# Change w.c. date to a weird one to speed up automation

8
etl/surveyPrice/surveyPrice.py
View file

@ -143,17 +143,15 @@ class SurveyPrice():
def get_all_surveyed_data_from_sharepoint(self):
# TODO: rewrite the function so I pass in sharepointInstaller instead so I can re use the same function for
# DIfferent installers
# jjc_pd = self.sharepoint_data_for_installer(SharePointInstaller.JJC)
jjc_pd = self.sharepoint_data_for_installer(SharePointInstaller.JJC)
scis_pd = self.sharepoint_data_for_installer(SharePointInstaller.SOUTH_COAST_INSULATION)
# self.all_survey_info_from_sharepoint = pd.concat([jjc_pd, scis_pd], ignore_index=True)
self.all_survey_info_from_sharepoint = scis_pd
self.all_survey_info_from_sharepoint = pd.concat([jjc_pd, scis_pd], ignore_index=True)
return self.all_survey_info_from_sharepoint
def sharepoint_data_for_installer(self, installer):
sp = SharePointScraper(installer, development=True)
sp = SharePointScraper(installer)
file_paths = sp.download_file_for_each_address()
surveys = []