^DjE2 dZddlZddlZddlZddlmZddlmZeejjZ e dz Z ejZ gdZddd d d d d dZddddddddddddddddddddd d!d"dd#d$d%d&d'dd(dd)d*d+dd,dd-d*d.ddZd/d0d1Zd2d/d2d3d4d0d4d3gZd5efd6Zd7ed5dfd8Zd7ed5efd9Zd5efd:Zd;ed5efd<Zd;ed5efd=Zd5efd>Zd?ed5efd@Zd5efdAZdBedCefdDZ dIdEefdFZ!dEedGe"fdHZ#y)JuJ winston_date_logic.py — Winston "Date Logic" pipeline config (DVI-834). A "Date Logic" pipeline pairs a display name with a date-resolution rule (``base_rule``) and per-process display labels. The two seeded built-ins mirror the historical schedule profiles: prev_biz Previous business day (the 7am pattern) today Today's date (the 11am / 3pm pattern) The list of *processes* (the linear steps Winston runs per quote task) is fixed and shared by every pipeline — see PROCESS_KEYS. Renaming a process only changes its display label; the underlying pipeline code (winston_pipeline.py) is unchanged. New pipelines are additional named views over an existing base_rule and become selectable as a schedule's Date Logic. Both app.py and winston_scheduler.py import this module; it depends on stdlib only to avoid import cycles. N)datetime)Pathzwinston_date_logic.json) clickup_pull find_downloadopenpyxl_extract graph_convert outlook_draftclickup_writeback routed_uploadz ClickUp pullzFind + download workbookzExtract quote sheetzConvert to PDF (Graph)zCreate mail draftzClickUp writebackzRouted PDF uploadzOFetches the quote tasks to process for the pipeline's target date from ClickUp.z ClickUp APIzQuote tasks in the configured ClickUp list (clickup_list_id); if no list is set, a workspace/team-wide query (clickup_team_id). Tasks are filtered by the configured date field (default: date_updated) matching the target date.zzFor each matching task: quote number, ClickUp task id, owner email, recipient email, and the Quote Amount custom-field id.z|The list of quote tasks (quote numbers) to the next step, which locates each workbook. If no tasks match, the run ends here.)summarysystemqueriespullspushesz@Locates and downloads the quote's source workbook from OneDrive.zMicrosoft Graph (OneDrive)uSearches for the workbook named for the quote number ({quote}.xlsm) using a shared-first → personal-fallback rule. First checks the shared Quote Take-offs folder (shared_quote_takeoff_location in Togen Admin; falls back to the legacy Takeoffs folder when unset). If not found there, falls back to the quote owner's personal Quote Take-offs folder (quote_takeoff_location from their User Settings Documents tab), searching their own OneDrive.zRThe raw .xlsm workbook bytes (via the Graph download URL, or a direct drive read).zqThe workbook bytes to the extract step. If the workbook isn't found or the download fails, that quote is skipped.zMStrips the workbook down to the single quote sheet and reads the quote total.zLocal (openpyxl, in-memory)uENo external system — operates on the downloaded workbook in memory.zReads the grand-total cell (H137) on the "Quote (Automated)" sheet; sets the print area (A1:AM138) and deletes every other sheet (removing the large Structure Input sheet that otherwise breaks PDF conversion).zdA slimmed single-sheet .xlsx plus the grand-total value to the PDF, mail-draft and write-back steps.z&Converts the slimmed .xlsx into a PDF.zMicrosoft Graph (Files)zUploads the .xlsx to a scratch location on the service drive, requests it back as PDF (?format=pdf), then deletes the scratch file.zThe rendered PDF bytes.zrThe PDF to the mail-draft, ClickUp write-back and routed-upload steps. If conversion fails, that quote is skipped.zICreates a draft quote email (with the PDF attached) in the sales mailbox.zMicrosoft Graph (Outlook mail)uChecks the mailbox Drafts folder for an existing message whose subject contains the quote number (dedupe — skips creating a duplicate).z?Nothing new; reuses the PDF and grand total from earlier steps.uA new draft in the configured mailbox (default sales@icastinc.com): subject "Quote {quote} — iCast Infrastructure", addressed to the task's recipient, quote total in the body, PDF attached. The draft is left for a human to review and send — the pipeline never sends it.z:Writes the quote total and PDF back onto the ClickUp task.zRChecks whether the PDF is already attached to the task (skips re-attaching if so).z Nothing new.zdSets the task's Quote Amount custom field to the grand total and attaches the quote PDF to the task.zSUploads the final quote PDF to its Completed Quotes destination folder in OneDrive.u2Resolves the Completed Quotes destination by owner: if the quote owner has a personal Completed Quotes path (quotes_location) set in their User Settings Documents tab, that OneDrive folder is used; otherwise the shared Completed Quotes path (shared_quotes_location in Togen Admin → Documents → Quotes).zlUploads the PDF to the resolved Completed Quotes destination folder. This is the final step of the pipeline.zPrevious business dayz Today's date)prev_biztodayr)idname base_rulerreturnc0tjr\ tjtj }t |t r!|Dcgc]}t |ts|c}S gSgScc}w#tjtf$rYgSwxYwN) _STORE_FILEis_filejsonloads read_text isinstancelistdictJSONDecodeErrorOSError)dataps )/var/www/html/togen/winston_date_logic.py _load_rawr&}s ::k3356D$%#'?a:a+>??& I2I@$$g.   I s);A8A3'A3+A83A88BB pipelinescXtjtj|dy)N)indent)r write_textrdumps)r's r% _save_rawr-s4::i:;c |r|Stjj}g}tD]$}|j |d|d|ddi||d&t ||S)NrrrTrrrbuiltinprocess_labels created_at updated_at)rutcnow isoformat _BUILTINSappendr-)r'nowseededbs r%_seed_if_emptyr<su //  % % 'C F    D'fI;     f Mr.c`t5ttcdddS#1swYyxYw)z7Load pipelines, seeding the two built-ins on first use.N)_LOCKr<r&r.r%_loadr@s$ +ik*+++s$-pipelinec (|jdxsi}g}ttD]h\}}t|}|j |dz||j|xs||t |j|t j|idj|S)Nr2)seqkeylabel default_labelcustomdetail)get enumerate PROCESS_KEYSDEFAULT_PROCESS_LABELSr8boolPROCESS_DETAILS)rAlabelsoutirEdefaults r% _process_listrTs \\* + 1rF CL)  3(- q5ZZ_/$6::c?+%))#r2      Jr.c |jd|jd|jdtj|jd|jdt|jdt|dS)Nrrrr1)rrrbase_rule_labelr1 processes)rJ BASE_RULESrNrT)rAs r%_publicrYsjll4  V$\\+.%>>(,,{*CX\\R]E^_ Y/0"8,  r.cNtDcgc] }t|c}Scc}wr)r@rYr$s r%list_pipelinesr\s % (1GAJ (( (s"profilectD]7}|jd|k(s|jd}|tvr|cSdcS|tvr|SdS)u4Map a schedule's stored Date Logic id → its date-resolution base_rule. Backwards compatible: legacy schedules store "prev_biz"/"today" directly, which are also the built-in ids, so they resolve to themselves. Unknown values fall back to "today" (matches winston_scheduler.target_dates()). rrr)r@rJrX)r]r$brs r%resolve_base_ruler`sYW7 55;' !{#Bz)2 6w 67+788r.cZtDchc]}|jdc}Scc}w)Nr)r@rJr[s r%valid_pipeline_idsrbs !& )AAEE$K )) )s(rrc|xsdj}|syt|dkDry|tvrdddjtdfSt j j }ttj||d i||d }t5tt}|j|t|dddt|dfS#1swYxYw) zFCreate a new (non-builtin) Date Logic pipeline. Returns (public, err).NzName is required.xNz&Name is too long (max 120 characters).Nz#Invalid base rule; expected one of z, .Fr0)striplenrXjoinrr5r6struuiduuid4r>r<r&r8r-rY)rrr9rAr's r%createros JB   D ( 4y3= ":499Z;P:QQRSSS //  % % 'C$**,H "9;/ ") 8 d "" s 0CC% pipeline_idct5tt}tfdt |Dd}| dddy||}|=|xsdj }|s dddyt |dkDr dddy||d<|t|ts dddy t|jd xsi}|jD]]\}}|tvr| t|ndj }t |dkDr dddy |r|||<L|j|d_||d <tjj!|d <|||<t#|dddt%dfS#1swYxYw) zNUpdate a pipeline's name and/or process display labels. Returns (public, err).c3RK|]\}}|jdk(s| ywrNrJ).0rRr$rps r% zupdate..s$U$!Q!%%+:TAUs''N)NDate Logic not found.rdrerfrgr)Nz!process_labels must be an object.r2)Nz.Process name is too long (max 120 characters).r4)r>r<r&nextrKrirjrr rJitemsrMrlpoprr5r6r-rY) rprr2r'idxrArPrEvals ` r%updater}s !"9;/ U)I"6UW[\ ;0 !! S>  JB%%'D0!!4y3E!! $HV   %nd3@#!!$(,,'78>B?F*002 *S44#&?s3xAACs8c>Q1!!2"%F3KJJsD) **0H% &!)!2!! #)C!D 8 d ""E!!s+5FF-FF&A)FAFF  referencedc Xt5tt}tfd|Dd}| dddy|j dr dddy|r dddyt |Dcgc]}|j dk7s|c}dddycc}w#1swYyxYw) z9Delete a non-builtin pipeline. Returns (ok, err, status).c3LK|]}|jdk(s|ywrsrt)rur$rps r%rvzdelete..s Lqt 1KLs$$N)Frwir1)Fz0Built-in Date Logic pipelines cannot be deleted.i)Fz1This Date Logic is used by one or more schedules.ir)TN)r>r<r&rxrJr-)rpr~r'rAr$s` r%deleters  H"9;/ LILdS  6 H H << "Q H H R H H iF155;++E1FG H G H s4,B B B $ B -B B B B  B))NN)$__doc__r threadingrmrpathlibr__file__resolveparent _BASE_DIRrLockr>rLrMrOrXr7rr&r-r<r@r rTrYr\rlr`setrbror}rNrr?r.r%rs.(   N " " $ + + 33   #/--(,(ewNQ V.QeF c/Zgx <+Y*G _2_Rh Pgx i.HA W2n(  6ZP NA  4<<$<dt&+t+ D T  dt)) 9s 9s 9*C*###4$#$#N   r.