Create patch.py + write patch to update TC2 Cligencies with sales and BDR person

PrenSJ2 commented 2 months ago

Technical Description

Created a patch.py file

Created a patch to get all the companies without a bdr_person_id or sales_person_id, fetch their most up to date data in pd, to update the Company then send a webhook to TC2 to update the associated Cligencies

Testing

setup pipedrive and hermes and TC2
Create a BDR admin in TC2, Hermes and Pipedrive (user)
Sign up on tc2 start/1 this will create the company in hermes and Org in PD
next edit the Org in pd and set the bdr_person_id field to the id of the bdr admin in hermes.
you should see that the Company in hermes is updated with the bdr person id
you should also see that in TC2 Meta the BDR person is set correctly
login to meta as testing@tutorcruncher.com - doesn't send webhooks
remove the bdr person
shell into hermes - look at readme

remove the bdr_person_id and bdr_person

company = await Company.get(id=8)
company.bdr_person = None
company.bdr_person_id = None
await company.save()

run patch.py
see that the bdr_person is added to the company and TC2 Cligency

codecov-commenter commented 2 months ago

Codecov Report

All modified and coverable lines are covered by tests :white_check_mark:

Project coverage is 93.56%. Comparing base (3698535) to head (cdb108c).

Additional details and impacted files

```diff @@ Coverage Diff @@ ## main #254 +/- ## ======================================= Coverage 93.56% 93.56% ======================================= Files 29 29 Lines 1756 1756 Branches 242 242 ======================================= Hits 1643 1643 Misses 71 71 Partials 42 42 ```

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DanJezeph15 commented 2 months ago

[x] Not sure if I've got something setup wrong locally (I probably have), but seems whenever I sign up, my Estimated monthly income seems to be getting set to None for some reason whenver its connected to hermes, maybe its cause its overriding old companies cause of the tc2 meta agency ids that didnt have estimated incomes, either way I'm not sure. See if you get the same and if you don't ignore this.

Otherwise the patch works and lgtm!

PrenSJ2 commented 2 months ago

[x] Not sure if I've got something setup wrong locally (I probably have), but seems whenever I sign up, my Estimated monthly income seems to be getting set to None for some reason whenver its connected to hermes, maybe its cause its overriding old companies cause of the tc2 meta agency ids that didnt have estimated incomes, either way I'm not sure. See if you get the same and if you don't ignore this.

Otherwise the patch works and lgtm!

solved (was how dan has his hermes custom field setup)

tutorcruncher / hermes