Updates to the inspector view to fix matching quote forms to be able to display and also the apply script which now checks for existing jobMaterials before writing.

apply_polled_quote_template_jobmaterials.py

@@ -33,6 +33,11 @@ DEV_QUOTE_MATERIAL_UUID = "f78b1d23-b9fa-40fe-a806-2425fe09cc0b"
 QUOTE_INCLUDE_HEADER_MATERIAL_UUID = "1924893b-917f-474a-adaa-2093bd622d4b"
 QUOTE_EXCLUDE_HEADER_MATERIAL_UUID = "4947bfd7-4875-48f7-9caf-2093b9751b9b"
 DEV_QUOTE_TAX_RATE_UUID = "84e4dd28-06b3-452b-a796-1f58a20ac49b"
+QUOTE_DESCRIPTION_PREFIX = "Thank you for the opportunity to quote to "
+QUOTE_DESCRIPTION_SUFFIX = (
+    "Please find below a detailed breakdown of the proposed costs included in the quotation. "
+    "If you have any questions or concerns, please do not hesitate to contact us."
+)
 
 
 def utc_now() -> str:
@@ -66,6 +71,69 @@ def build_payload(job_uuid: str, row: dict) -> dict:
     }
 
 
+def clean_text(value: Any) -> str:
+    if value is None:
+        return ""
+    return str(value).replace("\r\n", "\n").replace("\r", "\n").strip()
+
+
+def first_text(*values: Any) -> str:
+    for value in values:
+        text = clean_text(value)
+        if text:
+            return text
+    return ""
+
+
+def format_job_address(job: Dict[str, Any]) -> str:
+    direct = first_text(
+        job.get("job_address"),
+        job.get("site_address"),
+        job.get("address"),
+        job.get("location_address"),
+        job.get("billing_address"),
+    )
+    if direct:
+        return direct
+
+    parts = [
+        first_text(job.get("street"), job.get("street_address"), job.get("address_1"), job.get("address1")),
+        first_text(job.get("suburb"), job.get("city")),
+        first_text(job.get("state")),
+        first_text(job.get("postcode"), job.get("postal_code"), job.get("zip")),
+    ]
+    return " ".join(part for part in parts if part)
+
+
+def build_quote_description_text(description: str, job: Dict[str, Any]) -> str:
+    description = clean_text(description)
+    if not description:
+        return ""
+    address = format_job_address(job) or "the job address"
+    return f"{QUOTE_DESCRIPTION_PREFIX} {description} at {address}. {QUOTE_DESCRIPTION_SUFFIX}"
+
+
+def build_job_update_payload(description: str, job: Dict[str, Any]) -> dict:
+    quote_description = build_quote_description_text(description, job)
+    return {"job_description": quote_description} if quote_description else {}
+
+
+def retrieve_job(session: requests.Session, job_uuid: str) -> Dict[str, Any]:
+    response = session.get(f"{BASE_URL}/job/{job_uuid}.json", timeout=REQUEST_TIMEOUT)
+    if not response.ok:
+        raise RuntimeError(f"Job retrieve failed: HTTP {response.status_code} :: {response.text[:1000]}")
+    data = response.json()
+    if not isinstance(data, dict):
+        raise RuntimeError(f"Job retrieve expected object response, got {type(data).__name__}")
+    return data
+
+
+def update_job_description(session: requests.Session, job_uuid: str, payload: dict) -> None:
+    response = session.post(f"{BASE_URL}/job/{job_uuid}.json", json=payload, timeout=REQUEST_TIMEOUT)
+    if not response.ok:
+        raise RuntimeError(f"Job description update failed: HTTP {response.status_code} :: {response.text[:1000]}")
+
+
 def create_job_material(session: requests.Session, payload: dict) -> str:
     response = session.post(f"{BASE_URL}/jobmaterial.json", json=payload, timeout=REQUEST_TIMEOUT)
     if not response.ok:
@@ -393,7 +461,40 @@ def main() -> int:
         }
 
         try:
+            api_key = load_api_key()
+            session = requests.Session()
+            session.headers.update({"X-Api-Key": api_key, "Accept": "application/json", "Content-Type": "application/json"})
+
+            quote_description_source = clean_text(quote["description"])
+            job_details = retrieve_job(session, job_uuid) if quote_description_source else {}
+            job_update_payload = build_job_update_payload(quote_description_source, job_details)
+            job_update_record_payload = {
+                "endpoint": f"/job/{job_uuid}.json",
+                "payload": job_update_payload,
+                "source_description": quote_description_source,
+                "job_address": format_job_address(job_details) if job_details else "",
+            }
+            job_update_row = {
+                "kind": "job_description",
+                "source_question": "Description of Works to be Quoted",
+                "name": job_update_payload.get("job_description", ""),
+            }
+
             if not args.apply:
+                if job_update_payload:
+                    record_apply_row(
+                        conn,
+                        run_id=run_id,
+                        form_response_uuid=form_response_uuid,
+                        job_uuid=job_uuid,
+                        row_index=0,
+                        row=job_update_row,
+                        api_payload=job_update_record_payload,
+                        action="would_update_job_description",
+                    )
+                    result["job_update"] = {"action": "would_update_job_description", **job_update_record_payload}
+                else:
+                    result["job_update"] = {"action": "skipped", "reason": "Quote description is empty"}
                 for idx, row in enumerate(desired_rows, start=1):
                     api_payload = build_payload(job_uuid, row)
                     record_apply_row(
@@ -416,10 +517,7 @@ def main() -> int:
                 print(json.dumps(result, indent=2 if args.pretty else None, ensure_ascii=False))
                 return 0
 
-            api_key = load_api_key()
             init_state_db(STATE_DB_PATH)
-            session = requests.Session()
-            session.headers.update({"X-Api-Key": api_key, "Accept": "application/json", "Content-Type": "application/json"})
 
             remote_existing_rows = list_remote_job_materials(session, job_uuid)
             if remote_existing_rows:
@@ -460,6 +558,22 @@ def main() -> int:
                     print(json.dumps(result, indent=2 if args.pretty else None, ensure_ascii=False))
                     return 0
 
+            if job_update_payload:
+                update_job_description(session, job_uuid, job_update_payload)
+                record_apply_row(
+                    conn,
+                    run_id=run_id,
+                    form_response_uuid=form_response_uuid,
+                    job_uuid=job_uuid,
+                    row_index=0,
+                    row=job_update_row,
+                    api_payload=job_update_record_payload,
+                    action="updated_job_description",
+                )
+                result["job_update"] = {"action": "updated_job_description", **job_update_record_payload}
+            else:
+                result["job_update"] = {"action": "skipped", "reason": "Quote description is empty"}
+
             created_count = 0
             for idx, row in enumerate(desired_rows, start=1):
                 api_payload = build_payload(job_uuid, row)

servicem8_inspector.py

@@ -93,6 +93,14 @@ def pretty_json(value):
         return str(value)
 
 
+def html_value(value):
+    if value is None:
+        return ""
+    if isinstance(value, (dict, list)):
+        return pretty_json(value)
+    return str(value)
+
+
 def parse_json_field(value, default=None):
     if value is None:
         return default
@@ -520,10 +528,10 @@ def form_response_detail(row_id: int):
     for item in sorted(field_data, key=lambda x: x.get("SortOrder", 0)):
         field_rows.append(
             f"<tr>"
-            f"<td>{escape(str(item.get('SortOrder', '')))}</td>"
-            f"<td>{escape(item.get('FieldType', ''))}</td>"
-            f"<td>{escape(item.get('Question', ''))}</td>"
-            f"<td>{escape(item.get('Response', ''))}</td>"
+            f"<td>{escape(html_value(item.get('SortOrder')))}</td>"
+            f"<td>{escape(html_value(item.get('FieldType')))}</td>"
+            f"<td>{escape(html_value(item.get('Question')))}</td>"
+            f"<td>{escape(html_value(item.get('Response')))}</td>"
             f"</tr>"
         )
 
@@ -851,8 +859,8 @@ def polled_form_response_detail(form_response_uuid: str):
         for item in sorted(field_data, key=lambda x: x.get("SortOrder", 0) if isinstance(x, dict) else 0):
             if isinstance(item, dict):
                 field_rows.append(
-                    f"<tr><td>{escape(str(item.get('SortOrder', '')))}</td><td>{escape(item.get('FieldType', ''))}</td>"
-                    f"<td>{escape(item.get('Question', ''))}</td><td>{escape(item.get('Response', ''))}</td></tr>"
+                    f"<tr><td>{escape(html_value(item.get('SortOrder')))}</td><td>{escape(html_value(item.get('FieldType')))}</td>"
+                    f"<td>{escape(html_value(item.get('Question')))}</td><td>{escape(html_value(item.get('Response')))}</td></tr>"
                 )
     quote_link = f"<div><strong>Parsed quote</strong></div><div><a href='/poll/quote-template/{escape(form_response_uuid)}'>Open parsed Quote Template view</a></div>" if quote else ""