plumbing/PROJECT-PROGRESS.md

ServiceM8 Project Progress

Current Quote Template → JobMaterials Pipeline

Live receiver

• servicem8_webhook_receiver.py
  • receives form.response_created
  • stores the raw webhook payload in servicem8_webhooks.db
  • checks incoming form responses for the Quote Template form_uuid
  • if matched, parses and queues the derived jobMaterials payload to:
    • quote-template-jobmaterials-queue.jsonl
  • does not perform live ServiceM8 writes at this stage

Parser

• servicem8-quote-template-parser.py
  • parses Quote Template field_data
  • extracts:
    • description of works
    • Item 1..12 include lines
    • Works excluded 1..4 exclude lines
    • extra descriptive include rows such as labour/scaffolding/equipment fields
  • builds normalized desired_job_materials

Create/apply script

• servicem8-create-jobmaterials-from-form-response.py
  • standalone script
  • consumes a Quote Template form response JSON payload
  • builds ServiceM8 Job Material API payloads
  • runs in dry-run by default
  • supports live create later with --apply
  • records created/generated mappings into local state DB

Local state tracking

• servicem8_quote_materials_state.db
  • local SQLite DB for tracking generated jobMaterials
  • intended fields include:
    • job UUID
    • form response UUID
    • created job material UUID
    • kind/source metadata

Queue/prepared output

• quote-template-jobmaterials-queue.jsonl
  • lightweight queue/output file written by webhook stage
  • contains parsed/prepared desired_job_materials objects
  • no live update performed yet

Inspector

• servicem8_inspector.py
  • read-only browser for webhook DB
  • now also includes visibility of generated-materials state DB

Current Status

Everything is staged and connected up to the point of:

• webhook receive
• UUID trigger check
• form parsing
• local queueing
• dry-run jobMaterial payload generation
• local state DB support
• inspector visibility

Not Yet Enabled

• actual live POST creation of Job Materials into ServiceM8 during webhook processing
• any automatic update/delete reconciliation against live ServiceM8 records

Design Notes

• Heavy lifting is intentionally kept out of the live webhook handler.
• The webhook handler is used only for:
  • capture
  • UUID gate
  • parse/prepare/queue
• Live ServiceM8 mutation remains a separate step/script for safety.