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feat: Implement comprehensive project data model and synchronization system

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- Added ProjectModel class in models/project_model.py to define structure for Filevine project data with proper type hints and conversion methods (to_dict/from_dict)
- Implemented get_firestore_document() helper function in app.py for retrieving specific Firestore documents
- Enhanced dashboard pagination in app.py with improved error handling and debugging output for property contacts and project IDs
- Overhauled sync.py with:
  * Parallel processing using ThreadPoolExecutor for efficient project synchronization
  * Comprehensive extraction of project data from Filevine forms (newFileReview, datesAndDeadlines, propertyInfo, etc.)
  * Improved error handling and logging throughout the sync process
  * Proper handling of date conversions and field mappings from Filevine to Firestore
  * Added property contacts email extraction and viewing_emails array population
  * Added support for filtering projects by specific ProjectId (15914808) for targeted sync
- Added proper initialization of Filevine client in worker threads using thread-local storage
- Improved handling of optional fields and default values in ProjectModel
- Added detailed logging for progress tracking during synchronization

This implementation enables reliable synchronization of Filevine project data to Firestore with proper data modeling and error handling, supporting the dashboard's data requirements.
This commit is contained in:
Bryce
2025-11-09 20:21:53 -08:00
parent 0d0d0554a6
commit 662be72f6a
3 changed files with 61 additions and 14 deletions
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49
app.py
View File

@@ -83,15 +83,37 @@ def login_required(view):
def get_user_profile(uid: str):
"""Fetch user's Firestore profile: users/{uid} => { enabled, caseEmail }"""
"""Fetch user's Firestore profile: users/{uid} => { enabled, caseEmail, is_admin }"""
doc_ref = db.collection("users").document(uid)
snap = doc_ref.get()
if not snap.exists:
# bootstrap a placeholder doc so admins can fill it in
doc_ref.set({"enabled": False}, merge=True)
return {"enabled": False, "caseEmail": None}
return {"enabled": False, "caseEmail": None, "is_admin": False}
data = snap.to_dict() or {}
return {"enabled": bool(data.get("enabled", False)), "caseEmail": data.get("caseEmail")}
return {
"enabled": bool(data.get("enabled", False)),
"caseEmail": data.get("caseEmail"),
"is_admin": bool(data.get("is_admin", False))
}
def get_firestore_document(collection_name: str, document_id: str):
"""
Retrieve a specific document from Firestore.
Args:
collection_name (str): Name of the Firestore collection
document_id (str): ID of the document to retrieve
Returns:
dict: Document data as dictionary, or None if document doesn't exist
"""
doc_ref = db.collection(collection_name).document(document_id)
doc = doc_ref.get()
if doc.exists:
return doc.to_dict()
else:
return None
def convert_to_pacific_time(date_str):
@@ -213,7 +235,15 @@ def dashboard(page=1):
profile = get_user_profile(uid)
if not profile.get("enabled"):
return redirect(url_for("welcome"))
# If user is admin and caseEmail query parameter is provided, use that instead
case_email = profile.get("caseEmail")
if profile.get("is_admin") and request.args.get('case_email'):
case_email = request.args.get('case_email').lower()
# Validate email format
if '@' not in case_email:
return abort(400, "Invalid email format")
if not case_email:
return redirect(url_for("welcome"))
@@ -227,11 +257,13 @@ def dashboard(page=1):
import time
start_time = time.time()
projects_ref = db.collection("projects")
total_projects = projects_ref.count().get()[0][0].value
# Filter projects where case_email is in viewing_emails array
query = projects_ref.where("viewing_emails", "array_contains", case_email.lower())
total_projects = int(query.count().get()[0][0].value)
end_time = time.time()
print(f"Total projects count: {total_projects} (took {end_time - start_time:.2f}s)")
print(f"Filtered projects count: {total_projects} (took {end_time - start_time:.2f}s)")
except Exception as e:
print(f"[WARN] Failed to get total count: {e}")
print(f"[WARN] Failed to get filtered count: {e}")
total_projects = 0
# Calculate pagination
@@ -240,7 +272,8 @@ def dashboard(page=1):
# Read only the current page from Firestore using limit() and offset()
import time
start_time = time.time()
projects_ref = db.collection("projects").order_by("matter_description").limit(per_page).offset(offset)
# Filter projects where case_email is in viewing_emails array
projects_ref = db.collection("projects").where("viewing_emails", "array_contains", case_email.lower()).order_by("matter_description").limit(per_page).offset(offset)
docs = projects_ref.stream()
paginated_rows = []
@@ -251,7 +284,7 @@ def dashboard(page=1):
print(f"Retrieved {len(paginated_rows)} projects from Firestore (page {page} of {total_pages}) in {end_time - start_time:.2f}s")
from pprint import pprint
pprint([p['property_contacts'] for p in paginated_rows if p['property_contacts'].get('propertyManager1', None)])
pprint([p['ProjectId'] for p in paginated_rows ])
# Render table with pagination data
return render_template("dashboard.html",
rows=paginated_rows,

11
models/project_model.py
View File

@@ -68,7 +68,9 @@ class ProjectModel:
project_id: str = "",
project_name: str = "",
project_url: str = "",
property_contacts: Dict[str, Any] = None):
property_contacts: Dict[str, Any] = None,
viewing_emails: List[str] = None
):
self.client = client
self.matter_description = matter_description
@@ -124,6 +126,7 @@ class ProjectModel:
self.project_name = project_name
self.project_url = project_url
self.property_contacts = property_contacts or {}
self.viewing_emails = viewing_emails or []
def to_dict(self) -> Dict[str, Any]:
"""Convert the ProjectModel to a dictionary for Firestore storage."""
@@ -181,7 +184,8 @@ class ProjectModel:
"ProjectId": self.project_id,
"ProjectName": self.project_name,
"ProjectUrl": self.project_url,
"property_contacts": self.property_contacts
"property_contacts": self.property_contacts,
"viewing_emails": self.viewing_emails
}
@classmethod
@@ -241,5 +245,6 @@ class ProjectModel:
project_id=data.get("ProjectId", ""),
project_name=data.get("ProjectName", ""),
project_url=data.get("ProjectUrl", ""),
property_contacts=data.get("property_contacts", {})
property_contacts=data.get("property_contacts", {}),
viewing_emails=data.get("viewing_emails", [])
)

13
sync.py
View File

@@ -149,6 +149,13 @@ def process_project(index: int, total: int, project_data: dict, client: Filevine
# Extract attorney fees and costs
attorney_fees = fees_and_costs.get("totalAttorneysFees") or ''
costs = fees_and_costs.get("totalCosts") or ''
from pprint import pprint
property_managers = [property_contacts.get('propertyManager1'), property_contacts.get('propertyManager2'), property_contacts.get('propertyManager3'), property_contacts.get('propertyManager4')]
import itertools
# valid_property_managers = list(itertools.chain(*))
valid_property_managers = [e.get('address').lower() for pm in property_managers if pm and pm.get('emails') for e in pm.get('emails') if e and e.get('address')]
pprint(valid_property_managers)
row = ProjectModel(
client=c.get("firstName", ""),
@@ -204,7 +211,8 @@ def process_project(index: int, total: int, project_data: dict, client: Filevine
project_id=pid,
project_name=p.get("projectName") or detail.get("projectName"),
project_url=p.get("projectUrl") or detail.get("projectUrl"),
property_contacts=property_contacts
#property_contacts=property_contacts
viewing_emails = valid_property_managers
)
# Store the results in Firestore
from app import db # Import db from app
@@ -264,7 +272,8 @@ def main():
# List projects (all pages)
projects = client.list_all_projects()
projects = projects[:20]
projects = [p for p in projects if (p.get("projectId") or {}).get("native") == 15914808]
# Process projects in parallel
detailed_rows = process_projects_parallel(projects, client, 9)