def send_submission_slack(submission_pk: str):
submission = Submission.objects.get(pk=submission_pk)
text = get_text(submission)
logging.info("Notifying Slack of Submission<%s>", submission_pk)
send_slack_message(settings.SLACK_MESSAGE.CLIENT_INTAKE, text)
# Mark request as sent
Submission.objects.filter(pk=submission.pk).update(is_alert_sent=True)
def test_send_issue_slack(slug):
"""
Ensure send_issue_slack call Slack without anything exploding
https://github.com/getsentry/responses
"""
# Set up API response.
responses.add(method=responses.POST,
url="https://example.com",
status=200,
json={}) # Not used
# Prepare database
channel = SlackChannel.objects.last()
assert channel.webhook_url == "https://example.com"
msg = SlackMessage.objects.select_related("channel").get(slug=slug)
assert msg.channel == channel
user_1 = SlackUser.objects.create(name="Alice", slack_id="1234")
user_2 = SlackUser.objects.create(name="Bob", slack_id="5678")
msg.users.add(user_1)
msg.users.add(user_2)
msg.save()
# Send the message
text = "This is a cool Slack message!"
send_slack_message(msg.slug, text)
# Check it worked!
assert len(responses.calls) == 1
body_text = responses.calls[0].request.body.decode("utf-8")
body_json = json.loads(body_text)
assert body_json["text"] == ("Hi <@1234> and <@5678>.\n\n"
"This is a cool Slack message!\n\n"
":heart: Client Bot :robot_face:")
def send_issue_slack(issue_pk: str):
issue = Issue.objects.select_related("client").get(pk=issue_pk)
text = get_text(issue)
logging.info("Notifying Slack of Issue<%s>", issue_pk)
send_slack_message(settings.SLACK_MESSAGE.CLIENT_INTAKE, text)
# Mark request as sent
Issue.objects.filter(pk=issue.pk).update(is_alert_sent=True)
def send_submission_failure_slack(sub_pk: str):
logger.info("Sending failure Slack message for Submission[%s]", sub_pk)
msg = (
"*Submission failed to process*\n"
f"A new client intake submission ({sub_pk}) has failed to process.\n"
f"The tech team needs to fix this manually\n"
)
send_slack_message(settings.SLACK_MESSAGE.CLIENT_INTAKE, msg)
def send_webflow_contact_slack(webflow_contact_pk: str):
webflow_contact = WebflowContact.objects.get(pk=webflow_contact_pk)
text = get_text(webflow_contact)
logging.info("Notifying Slack of WebflowContact<%s>", webflow_contact_pk)
send_slack_message(settings.SLACK_MESSAGE.LANDING_FORM, text)
# Mark request as sent
WebflowContact.objects.filter(pk=webflow_contact.pk).update(
is_alert_sent=True)
def send_weekly_report_slack():
"""
Tell #general about our metrics.
"""
quarterly_text = get_report_text(90)
annual_text = get_report_text(365)
text = (
"*Monthly Metrics Report*\n"
"This is an automated monthly report on some of our key metrics.\n\n"
f"\tIn the last 90 days we saw:\n\n{quarterly_text}\n\n"
f"\tIn the last 365 days we saw:\n\n{annual_text}\n\n"
f"See more details at our submissions/outcomes <{PUBLIC_REPORTING_URL}|dashboard>."
)
send_slack_message(settings.SLACK_MESSAGE.WEEKLY_REPORT, text)
def send_email_alert_slack(email_pk: str):
"""
Notify alerts channel of new unhandled email.
"""
logging.info("Sending alert for Email<%s>", email_pk)
email = Email.objects.get(pk=email_pk)
issue = email.issue
assert issue, f"Email<{email_pk}> does not have an associated Issue"
paralegal = issue.paralegal
alert_sent = False
case_email_url = settings.CLERK_BASE_URL + reverse(
"case-email-list", args=(str(issue.pk),)
)
case_url = settings.CLERK_BASE_URL + reverse(
"case-detail-view", args=(str(issue.pk),)
)
msg = (
"*New Email Notification*\n"
f"A new email has been received for case <{case_url}|{issue.fileref}> .\n"
f"You can view this case's emails here: <{case_email_url}|here>.\n"
)
if paralegal and issue.is_open:
# Send alert directly to paralegal for open issues.
alert_email = settings.SLACK_EMAIL_ALERT_OVERRIDE or paralegal.email
logging.info("Looking up %s in Slack", alert_email)
slack_user = get_slack_user_by_email(alert_email)
if slack_user:
logging.info("Notifying %s of Email<%s> via Slack", alert_email, email_pk)
send_slack_direct_message(msg, slack_user["id"])
alert_sent = True
if not alert_sent:
# In all other cases send to alerts channel.
logging.info(
"Could not find someone to DM in Slack, sending generic alert for Email<%s>",
email_pk,
)
send_slack_message(settings.SLACK_MESSAGE.CLIENT_INTAKE, msg)
Email.objects.filter(pk=email_pk).update(is_alert_sent=True)
logging.info("Alert sent sucessfully for Email<%s>", email_pk)
def _send_issue_actionstep(issue_pk: str):
"""
Send a issue to Actionstep.
"""
if not settings.ACTIONSTEP_WEB_URI:
logger.info("Skipping sending Issue<%s]> to Actionstep: not set up.",
issue_pk)
return
issue = Issue.objects.get(pk=issue_pk)
logger.info("Sending Issue<%s]> to Actionstep", issue.id)
api = ActionstepAPI()
# Fetch new action owner.
owner_email = settings.ACTIONSTEP_SETUP_OWNER
owner_data = api.participants.get_by_email(owner_email)
logger.info("Assigning Issue<%s]> to owner %s", issue_pk,
owner_data["email"])
answers = issue.answers
client = issue.client
# Ensure participant is in the system.
logger.info("Try to create participant %s, %s.", client.get_full_name(),
client.email)
participant_data, created = api.participants.get_or_create(
client.first_name, client.last_name, client.email, client.phone_number)
if created:
logger.info("Created participant %s, %s.", client.get_full_name(),
client.email)
else:
logger.info("Participant %s, %s already exists.",
client.get_full_name(), client.email)
# Check if this issue already has an action
action_id = None
issue_filenotes = api.filenotes.list_by_text_match(issue.pk)
if issue_filenotes:
action_id = max([int(fn["links"]["action"]) for fn in issue_filenotes])
else:
action_id = None
if action_id:
# An matter has already been created for this issue
logger.info("Found existing matter %s for %s", action_id, issue.pk)
action_data = api.actions.get(action_id)
fileref_name = action_data["reference"]
logger.info("Existing matter has fileref %s", fileref_name)
else:
# We need to create a new matter
file_ref_prefix = PREFIX_LOOKUP[issue.topic]
fileref_name = api.actions.get_next_ref(file_ref_prefix)
logger.info("Creating new matter %s for %s", fileref_name,
client.get_full_name())
action_type_name = ACTION_TYPE_LOOKUP[issue.topic]
action_type_data = api.actions.action_types.get_for_name(
action_type_name)
action_type_id = action_type_data["id"]
action_data = api.actions.create(
issue_id=issue.pk,
action_type_id=action_type_id,
action_name=client.get_full_name(),
file_reference=fileref_name,
participant_id=owner_data["id"],
)
Issue.objects.filter(pk=issue_pk).update(fileref=fileref_name)
action_id = action_data["id"]
client_id = participant_data["id"]
api.participants.set_action_participant(action_id, client_id,
Participant.CLIENT)
# Upload files. Note that multiple uploads will create copies.
logger.info("Generating PDF for Issue<%s>", issue.id)
pdf_bytes = create_pdf(issue)
pdf_filename = f"client-intake-{issue_pk}.pdf"
logger.info("Uploading PDF for Issue<%s>", issue.id)
file_data = api.files.upload(pdf_filename, pdf_bytes)
file_id = file_data["id"]
folder_name = "Client"
logger.info("Attaching PDF for Issue<%s>", issue.id)
api.files.attach(pdf_filename, file_id, action_id, folder_name)
logger.info("Setting up training materials for Actionstep action %s",
action_id)
topic_docs = ActionDocument.objects.filter(topic=issue.topic)
for doc in topic_docs:
name = doc.get_filename()
logger.info("Attaching doc %s to Actionstep action %s", name,
action_id)
api.files.attach(name, doc.actionstep_id, action_id, doc.folder)
logger.info("Marking Actionstep integration complete for Issue<%s>",
issue.id)
Issue.objects.filter(pk=issue.pk).update(is_case_sent=True)
# Try send a Slack message
logging.info("Notifying Slack of Actionstep integration for Issue<%s>",
issue_pk)
action_url = urljoin(
settings.ACTIONSTEP_WEB_URI,
f"/mym/asfw/workflow/action/overview/action_id/{action_id}",
)
topic_title = issue.topic.title()
text = f"{topic_title} issue has been uploaded to Actionstep as <{action_url}|{fileref_name}> ({issue.pk})"
send_slack_message(settings.SLACK_MESSAGE.ACTIONSTEP_CREATE, text)
def _send_submission_actionstep(submission_pk: str):
"""
Send a submission to Actionstep.
FIXME: add tests
FIXME: Make it harder to sync the same data twice.
"""
submission = Submission.objects.get(pk=submission_pk)
logger.info("Sending Submission<%s]> to Actionstep", submission.id)
api = ActionstepAPI()
# Fetch new action owner.
owner_email = settings.ACTIONSTEP_SETUP_OWNERS[submission.topic]
owner_data = api.participants.get_by_email(owner_email)
logger.info("Assigning Submission<%s]> to owner %s", submission_pk,
owner_data["email"])
# Pull client data out of the Submission answers JSON.
# FIXME: This is pretty bad in that we depend on an schemaless JSON object that is set by the frontend.
answers = {a["name"]: a["answer"] for a in submission.answers}
client_name = answers["CLIENT_NAME"]
client_phone = answers["CLIENT_PHONE"]
client_email = answers["CLIENT_EMAIL"]
client_firstname = client_name.split(" ")[0]
client_lastname = client_name.split(" ")[-1]
# Ensure participant is in the system.
logger.info("Try to create participant %s, %s.", client_name, client_email)
participant_data, created = api.participants.get_or_create(
client_firstname, client_lastname, client_email, client_phone)
if created:
logger.info("Created participant %s, %s.", client_name, client_email)
else:
logger.info("Participant %s, %s already exists.", client_name,
client_email)
# Check if this submission already has an action
action_id = None
submission_filenotes = api.filenotes.get_by_text_match(submission.pk)
# This can be a list or a dict >.<
if type(submission_filenotes) is list:
action_id = max(
[int(fn["links"]["action"]) for fn in submission_filenotes])
elif type(submission_filenotes) is dict:
action_id = int(submission_filenotes["links"]["action"])
if action_id:
# An matter has already been created for this submission
logger.info("Found existing matter %s for %s", action_id,
submission.pk)
action_data = api.actions.get(action_id)
fileref_name = action_data["reference"]
logger.info("Existing matter has fileref %s", fileref_name)
else:
# We need to create a new matter
file_ref_prefix = PREFIX_LOOKUP[submission.topic]
fileref_name = api.actions.get_next_ref(file_ref_prefix)
logger.info("Creating new matter %s for %s", fileref_name, client_name)
action_type_name = ACTION_TYPE_LOOKUP[submission.topic]
action_type_data = api.actions.action_types.get_for_name(
action_type_name)
action_type_id = action_type_data["id"]
action_data = api.actions.create(
submission_id=submission.pk,
action_type_id=action_type_id,
action_name=client_name,
file_reference=fileref_name,
participant_id=owner_data["id"],
)
action_id = action_data["id"]
client_id = participant_data["id"]
api.participants.set_action_participant(action_id, client_id,
Participant.CLIENT)
# Upload files. Note that multiple uploads will create copies.
logger.info("Generating PDF for Submission<%s>", submission.id)
pdf_bytes = create_pdf(submission)
pdf_filename = f"client-intake-{submission_pk}.pdf"
logger.info("Uploading PDF for Submission<%s>", submission.id)
file_data = api.files.upload(pdf_filename, pdf_bytes)
file_id = file_data["id"]
folder_name = "Client"
logger.info("Attaching PDF for Submission<%s>", submission.id)
api.files.attach(pdf_filename, file_id, action_id, folder_name)
logger.info("Setting up training materials for Actionstep action %s",
action_id)
topic_docs = ActionDocument.objects.filter(topic=submission.topic)
for doc in topic_docs:
name = doc.get_filename()
logger.info("Attaching doc %s to Actionstep action %s", name,
action_id)
api.files.attach(name, doc.actionstep_id, action_id, doc.folder)
logger.info("Marking Actionstep integration complete for Submission<%s>",
submission.id)
Submission.objects.filter(pk=submission.pk).update(is_case_sent=True)
# Try send a Slack message
logging.info(
"Notifying Slack of Actionstep integration for Submission<%s>",
submission_pk)
action_url = urljoin(
settings.ACTIONSTEP_WEB_URI,
f"/mym/asfw/workflow/action/overview/action_id/{action_id}",
)
text = (
f"Submission {submission.topic}: {submission.pk} has been uploaded to Actionstep with file reference {fileref_name}.\n"
f"You can find the action at {action_url}")
send_slack_message(settings.SLACK_MESSAGE.ACTIONSTEP_CREATE, text)