Task to export calculated numbers of the monthly reports back to HubSpot

[marcospri]

For:

• https://github.com/hypothesis/lms/issues/6159

This PR needs a follow up to schedule the task in h-periodic.

To summarize the process we:

• Fetch HubSpot companies with tasks.hubspot.refresh_hubspot_data
• We generate monthly usage reports for thos companies with task.organization.schedule_monthly_deal_report

now, with this commit we:

• Push the calculated numbers (unique user and teachers) to the corresponding fields in HubSpot companies.

Testing

Describing here the process I followed locally to test this end to end.

• Fetch all HubSpot companies:

refresh_hubspot_data.delay()

• Modify some of these companies to match your local organizations, eg:

update hubspot_company set lms_organization_id = 'local.lms.org.FFIHD9f1RwyLPfx14zM_7Q' where id = 11;

• Generate/Insert some reports that match that organization:

select * from organization_usage_report where organization_id in (1,2);
 id | organization_id |     tag      |                                   key                                   |   since    |   until    | unique_users | report |          created           |          updated           | unique_teachers 
----+-----------------+--------------+-------------------------------------------------------------------------+------------+------------+--------------+--------+----------------------------+----------------------------+-----------------
 11 |               1 | monthly-deal | local.lms.org.LDtcl7EUTeW2UERPJLAVtA-monthly-deal-2023-01-01-2023-07-31 | 2023-01-01 | 2023-07-31 |            0 | []     | 2024-06-18 10:33:22.193294 | 2024-06-18 10:33:22.193294 |               0
  2 |               2 | monthly-deal | local.lms.org.LDtcl7EUTeW2UERPJLAVtA-monthly-deal-2023-01-01-2024-01-31 | 2023-01-01 | 2024-01-31 |            0 | []     | 2024-06-18 10:29:28.260707 | 2024-06-18 10:29:28.260707 |               0

• Finally, run the new task:

from lms.tasks.hubspot import export_companies_contract_billables; 
export_companies_contract_billables.delay()

• Let's check that the import actually happened, we log into HuBSpot, and go to the imports in: https://app.hubspot.com/import/21081992

• And we can see the records we modified locally to match the HubSpot data being updated and the rest of the rows having no value (--) in those columns.

[marcospri]

Merged the naming suggestions :+1:

Run the task locally to make sure everything lines up. A new import was created here https://app.hubspot.com/import/21081992

[sentry-io[bot]]

Suspect Issues

This pull request was deployed and Sentry observed the following issues:

• ‼️ ApiException: (400) lms.tasks.hubspot.export_companies_contract_bil... View Issue

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