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# Generated by Django 5.1.1 on 2025-01-06 23:16 | ||
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from django.db import migrations, models | ||
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class Migration(migrations.Migration): | ||
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dependencies = [ | ||
("donations", "0008_thankyounote_source"), | ||
] | ||
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operations = [ | ||
migrations.AddField( | ||
model_name="thankyounote", | ||
name="salesforce_id", | ||
field=models.CharField( | ||
blank=True, default="", help_text="Not null if uploaded to Salesforce", max_length=255 | ||
), | ||
), | ||
] |
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Original file line number | Diff line number | Diff line change |
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from django.core.management.base import BaseCommand | ||
from salesforce.models import School | ||
from donations.models import ThankYouNote | ||
from salesforce.salesforce import Salesforce | ||
from rapidfuzz import process, fuzz, utils | ||
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class Command(BaseCommand): | ||
help = "update thank you note records with SF" | ||
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def handle(self, *args, **options): | ||
new_thank_you_notes = ThankYouNote.objects.filter(salesforce_id="") | ||
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# fetch schools to do a fuzzy match on with thank you note manually inputted names | ||
school_list = {school.name: school.salesforce_id for school in School.objects.all()} | ||
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with Salesforce() as sf: | ||
num_created = 0 | ||
for note in new_thank_you_notes: | ||
account_id = school_list["Find Me A Home"] | ||
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# If note has a school name, see if we can match it and use that account id when creating | ||
if note.institution: | ||
school_string = note.institution | ||
filtered_choices = [name for name in school_list.keys() if name.lower().startswith(school_string.lower())] | ||
if filtered_choices: | ||
best_match, score, match_key = process.extractOne(school_string, filtered_choices, scorer=fuzz.partial_ratio, processor=utils.default_process) | ||
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if score > 99: # found a good match on school name, use that to populate related school in SF | ||
account_id = school_list[best_match] | ||
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response = sf.Thank_You_Note__c.create( | ||
{'Name': f"{note.first_name} {note.last_name} - {note.created}", | ||
'Message__c': note.thank_you_note, | ||
'First_Name__c': note.first_name, | ||
'Last_Name__c': note.last_name, | ||
'Email_Address__c': note.contact_email_address, | ||
'Institution__c': note.institution, | ||
'Source__c': note.source, | ||
'Consent_to_Share__c': note.consent_to_share_or_contact, | ||
'Submitted_Date__c': note.created.strftime('%Y-%m-%d'), | ||
'Related_Account__c': account_id | ||
} | ||
) | ||
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note.salesforce_id = response['id'] | ||
note.save() | ||
num_created += 1 | ||
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self.stdout.write(self.style.SUCCESS("{} Salesforce Notes Created.".format(num_created))) |
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25 changes: 25 additions & 0 deletions
25
salesforce/migrations/0113_school_created_school_updated.py
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# Generated by Django 5.1.1 on 2025-01-08 20:09 | ||
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import django.utils.timezone | ||
from django.db import migrations, models | ||
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class Migration(migrations.Migration): | ||
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dependencies = [ | ||
("salesforce", "0112_remove_adoptionopportunityrecord_fall_student_number_and_more"), | ||
] | ||
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operations = [ | ||
migrations.AddField( | ||
model_name="school", | ||
name="created", | ||
field=models.DateTimeField(auto_now_add=True, default=django.utils.timezone.now), | ||
preserve_default=False, | ||
), | ||
migrations.AddField( | ||
model_name="school", | ||
name="updated", | ||
field=models.DateTimeField(auto_now=True), | ||
), | ||
] |
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