Upload Advisernote.py

Advisernote.py

@@ -136,7 +136,9 @@ if 'case_comments' not in st.session_state: st.session_state['case_comments'] =
 # =========================================================================
 # [보안 끝판왕] 최초 로그인 비번 세팅 & 관리자 실시간 동기화/삭제 통제 시스템
 # =========================================================================
-USER_DB_FILE = "user_passwords.db"
+PERSISTENT_DATA_DIR = os.environ.get("ADVISERNOTE_DATA_DIR", "/data")
+USING_PERSISTENT_STORAGE = os.path.isdir(PERSISTENT_DATA_DIR) and os.access(PERSISTENT_DATA_DIR, os.W_OK)
+USER_DB_FILE = os.path.join(PERSISTENT_DATA_DIR, "user_passwords.db") if USING_PERSISTENT_STORAGE else "user_passwords.db"
 
 def init_user_db(seed_users):
     conn = sqlite3.connect(USER_DB_FILE)
@@ -391,9 +393,227 @@ def fetch_notion_comments(page_id):
                     comments_list.append(f"💬 [{created_at}] {c_text}")
             return "\n".join(comments_list) if comments_list else ""
     except:
-        pass
-    return ""
-
+        pass
+    return ""
+
+def notion_api_url(endpoint_path):
+    return "https://api.notion.com/" + endpoint_path.lstrip("/")
+
+def extract_notion_plain_text(prop):
+    if not isinstance(prop, dict):
+        return ""
+
+    prop_type = prop.get("type")
+    if prop_type in ("title", "rich_text"):
+        parts = prop.get(prop_type, [])
+        return "".join(item.get("plain_text", "") for item in parts if isinstance(item, dict)).strip()
+    if prop_type == "phone_number":
+        return str(prop.get("phone_number") or "").strip()
+    if prop_type == "email":
+        return str(prop.get("email") or "").strip()
+    if prop_type == "select" and prop.get("select"):
+        return str(prop["select"].get("name", "")).strip()
+    if prop_type == "multi_select":
+        return ", ".join(item.get("name", "") for item in prop.get("multi_select", []) if item.get("name")).strip()
+    if prop_type == "people":
+        return ", ".join(item.get("name", "") for item in prop.get("people", []) if item.get("name")).strip()
+    if prop_type == "number":
+        value = prop.get("number")
+        return "" if value is None else str(value).strip()
+    return ""
+
+def find_notion_property_value(props, preferred_keys, fallback_types=None):
+    normalized_lookup = {str(key).strip().lower(): value for key, value in props.items()}
+    for key in preferred_keys:
+        key_l = key.lower()
+        for prop_name, prop in normalized_lookup.items():
+            if key_l in prop_name:
+                value = extract_notion_plain_text(prop)
+                if value:
+                    return value
+
+    if fallback_types:
+        for prop in props.values():
+            if isinstance(prop, dict) and prop.get("type") in fallback_types:
+                value = extract_notion_plain_text(prop)
+                if value:
+                    return value
+    return ""
+
+def fetch_client_contacts_from_notion(search_text=""):
+    notion_token = NOTION_TOKEN
+    target_data_source_id = NOTION_DB_ID
+
+    if not notion_token:
+        return [], "Missing NOTION_API_TOKEN in secrets.toml"
+    if not target_data_source_id:
+        return [], "Missing NOTION_DATABASE_ID in secrets.toml"
+
+    headers = {
+        "Authorization": f"Bearer {notion_token.strip()}",
+        "Content-Type": "application/json",
+        "Notion-Version": "2025-09-03"
+    }
+
+    name_keys = ["case name", "client name", "applicant", "customer", "borrower", "name", "고객", "이름"]
+    nickname_keys = ["nickname", "nick name", "preferred name", "alias", "short name", "닉네임", "별명"]
+    phone_keys = ["phone", "mobile", "telephone", "contact number", "cell", "전화", "연락", "휴대"]
+    query_url = notion_api_url(f"v1/data_sources/{target_data_source_id.strip()}/query/")
+    contacts = []
+    start_cursor = None
+
+    try:
+        while True:
+            payload = {"page_size": 100}
+            if start_cursor:
+                payload["start_cursor"] = start_cursor
+
+            response = requests.post(query_url, json=payload, headers=headers, proxies={"http": None, "https": None}, timeout=20)
+            if response.status_code != 200:
+                return [], f"Notion API Failed: {response.status_code} - {response.text[:200]}"
+
+            data = response.json()
+            for item in data.get("results", []):
+                props = item.get("properties", {})
+                client_name = find_notion_property_value(props, name_keys, fallback_types={"title"})
+                nickname = find_notion_property_value(props, nickname_keys)
+                phone_number = find_notion_property_value(props, phone_keys, fallback_types={"phone_number"})
+
+                if not client_name and not nickname and not phone_number:
+                    continue
+
+                searchable = " ".join([client_name, nickname, phone_number]).lower()
+                if search_text and search_text.strip().lower() not in searchable:
+                    continue
+
+                contacts.append({
+                    "Client Name": client_name,
+                    "Nickname": nickname,
+                    "Phone": phone_number
+                })
+
+            if not data.get("has_more"):
+                break
+            start_cursor = data.get("next_cursor")
+
+    except Exception as exc:
+        return [], f"Notion contact pull failed: {exc}"
+
+    contacts = sorted(contacts, key=lambda row: row.get("Client Name", "").lower())
+    return contacts, "Success"
+
+NOTION_CONTACT_FIELD_CONFIG = {
+    "Client Name": {
+        "keys": ["case name", "client name", "applicant", "customer", "borrower", "name", "고객", "이름"],
+        "fallback_types": {"title"},
+    },
+    "Nickname": {
+        "keys": ["nickname", "nick name", "preferred name", "alias", "short name", "닉네임", "별명"],
+        "fallback_types": set(),
+    },
+    "Phone": {
+        "keys": ["phone", "mobile", "telephone", "contact number", "cell", "전화", "연락", "휴대"],
+        "fallback_types": {"phone_number"},
+    },
+    "Email": {
+        "keys": ["email", "e-mail", "mail", "이메일"],
+        "fallback_types": {"email"},
+    },
+    "Status": {
+        "keys": ["status", "stage", "progress", "상태", "진행"],
+        "fallback_types": set(),
+    },
+    "Adviser": {
+        "keys": ["adviser", "advisor", "broker", "owner", "담당", "어드바이저"],
+        "fallback_types": set(),
+    },
+    "Case Number": {
+        "keys": ["case number", "case no", "ref", "reference", "application number", "번호"],
+        "fallback_types": set(),
+    },
+}
+
+def find_notion_property_by_exact_or_contains(props, property_name):
+    target = str(property_name or "").strip().lower()
+    if not target:
+        return ""
+
+    for key, prop in props.items():
+        if str(key).strip().lower() == target:
+            return extract_notion_plain_text(prop)
+
+    for key, prop in props.items():
+        if target in str(key).strip().lower():
+            return extract_notion_plain_text(prop)
+    return ""
+
+def fetch_client_contacts_from_notion(search_text="", selected_fields=None, custom_fields=None):
+    notion_token = NOTION_TOKEN
+    target_data_source_id = NOTION_DB_ID
+
+    if not notion_token:
+        return [], "Missing NOTION_API_TOKEN in secrets.toml"
+    if not target_data_source_id:
+        return [], "Missing NOTION_DATABASE_ID in secrets.toml"
+
+    headers = {
+        "Authorization": f"Bearer {notion_token.strip()}",
+        "Content-Type": "application/json",
+        "Notion-Version": "2025-09-03"
+    }
+
+    selected_fields = selected_fields or ["Client Name", "Nickname", "Phone"]
+    custom_fields = [field.strip() for field in (custom_fields or []) if field.strip()]
+    output_fields = list(dict.fromkeys(selected_fields + custom_fields))
+    query_url = notion_api_url(f"v1/data_sources/{target_data_source_id.strip()}/query/")
+    contacts = []
+    start_cursor = None
+
+    try:
+        while True:
+            payload = {"page_size": 100}
+            if start_cursor:
+                payload["start_cursor"] = start_cursor
+
+            response = requests.post(query_url, json=payload, headers=headers, proxies={"http": None, "https": None}, timeout=20)
+            if response.status_code != 200:
+                return [], f"Notion API Failed: {response.status_code} - {response.text[:200]}"
+
+            data = response.json()
+            for item in data.get("results", []):
+                props = item.get("properties", {})
+                row = {}
+                for field_name in output_fields:
+                    config = NOTION_CONTACT_FIELD_CONFIG.get(field_name)
+                    if config:
+                        row[field_name] = find_notion_property_value(
+                            props,
+                            config["keys"],
+                            fallback_types=config["fallback_types"],
+                        )
+                    else:
+                        row[field_name] = find_notion_property_by_exact_or_contains(props, field_name)
+
+                if not any(str(value).strip() for value in row.values()):
+                    continue
+
+                searchable = " ".join(str(value) for value in row.values()).lower()
+                if search_text and search_text.strip().lower() not in searchable:
+                    continue
+
+                contacts.append(row)
+
+            if not data.get("has_more"):
+                break
+            start_cursor = data.get("next_cursor")
+
+    except Exception as exc:
+        return [], f"Notion contact pull failed: {exc}"
+
+    sort_field = "Client Name" if "Client Name" in output_fields else output_fields[0]
+    contacts = sorted(contacts, key=lambda row: str(row.get(sort_field, "")).lower())
+    return contacts, "Success"
+
 def fetch_client_tasks_from_notion(client_name):
     # .streamlit/secrets.toml 파일에서 보안 정보를 안전하게 로드합니다.
     notion_token = NOTION_TOKEN
@@ -1317,7 +1537,7 @@ if check_password():
         st.session_state['active_mode'] = "Notion"
 
     # 💡 [탭 순서 혁신] 노션 탭을 배열의 맨 앞으로 배치하여 웹 접속 시 첫 화면에 무조건 노션 입력창이 먼저 뜨도록 제어합니다.
-    tab_notion, tab_email = st.tabs(["📝 Pull Notion", "✉️ Scan Emails"])
+    tab_notion, tab_contacts, tab_email = st.tabs(["📝 Pull Notion", "👥 Notion Contacts", "✉️ Scan Emails"])
 
     # TAB 1: 노션 검색창
     with tab_notion:
@@ -1359,7 +1579,55 @@ if check_password():
                     </div>
                 """, unsafe_allow_html=True)
     # TAB 2: 이메일 검색창
-    with tab_email:                    
+    with tab_contacts:
+        with st.container(border=True):
+            st.caption("Pull customer name, nickname, and phone number from Notion.")
+            contact_col1, contact_col2 = st.columns([5, 1])
+            contact_search = contact_col1.text_input(
+                "Search customer / nickname / phone",
+                key="notion_contact_search",
+                placeholder="Leave blank to pull all contacts"
+            )
+            contact_pull_btn = contact_col2.button("Pull Contacts", use_container_width=True, key="notion_contact_pull")
+
+            selected_contact_fields = st.multiselect(
+                "Fields to pull",
+                options=list(NOTION_CONTACT_FIELD_CONFIG.keys()),
+                default=["Client Name", "Nickname", "Phone"],
+                key="notion_contact_fields"
+            )
+            custom_contact_fields_raw = st.text_input(
+                "Additional Notion property names",
+                key="notion_contact_custom_fields",
+                placeholder="Example: DOB; Address; Loan Amount"
+            )
+            custom_contact_fields = [
+                field.strip()
+                for field in custom_contact_fields_raw.replace(",", ";").split(";")
+                if field.strip()
+            ]
+
+            if contact_pull_btn:
+                with st.status("Pulling Notion contacts...", expanded=True) as status:
+                    contact_rows, contact_msg = fetch_client_contacts_from_notion(
+                        contact_search,
+                        selected_fields=selected_contact_fields,
+                        custom_fields=custom_contact_fields,
+                    )
+                    if contact_rows:
+                        st.session_state["notion_contacts"] = pd.DataFrame(contact_rows)
+                        status.update(label=f"Loaded {len(contact_rows)} contacts.", state="complete")
+                    elif contact_msg == "Success":
+                        st.session_state["notion_contacts"] = pd.DataFrame(columns=selected_contact_fields + custom_contact_fields)
+                        status.update(label="No contacts found.", state="complete")
+                    else:
+                        status.update(label=f"Failed: {contact_msg}", state="error")
+
+            contacts_df = st.session_state.get("notion_contacts")
+            if isinstance(contacts_df, pd.DataFrame):
+                st.dataframe(contacts_df, use_container_width=True, hide_index=True)
+
+    with tab_email:                    
         with st.container(border=True):
             
             st.session_state['folder_path'] = st.text_input("📂 G: Drive Folder Path", value=st.session_state['folder_path'], key="fixed_mail_path")