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90c6b42 | 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 | import asyncio
from datetime import datetime
import logging
import os
from typing import Any, Dict, List, Optional
from fastapi import APIRouter, Depends, HTTPException, Query
from pydantic import BaseModel
from core.token_storage import token_storage
from integrations.hubspot_service import get_hubspot_service
from integrations.microsoft365_service import microsoft365_service
from integrations.salesforce_service import SalesforceService, create_client_with_token
from integrations.zoho_crm_service import ZohoCRMService
router = APIRouter(prefix="/api/atom/sales/live", tags=["sales-live"])
logger = logging.getLogger(__name__)
# --- Data Models ---
class UnifiedDeal(BaseModel):
id: str
deal_name: str
value: float
status: str
stage: str
platform: str # 'salesforce', 'hubspot', 'zoho', 'dynamics'
company: Optional[str] = None
close_date: Optional[str] = None
owner: Optional[str] = None
probability: Optional[float] = None
url: Optional[str] = None
class SalesStats(BaseModel):
total_pipeline_value: float
active_deal_count: int
win_rate: float
avg_deal_size: float
class LivePipelineResponse(BaseModel):
ok: bool = True
stats: SalesStats
deals: List[UnifiedDeal]
providers: Dict[str, bool]
# --- Helper Functions ---
def map_salesforce_opportunity(opp: Dict[str, Any], instance_url: str = "") -> UnifiedDeal:
return UnifiedDeal(
id=opp.get("Id"),
deal_name=opp.get("Name"),
value=float(opp.get("Amount") or 0.0),
status=opp.get("StageName"),
stage=opp.get("StageName"),
platform="salesforce",
company=None, # Account name usually needs a separate fetch or join
close_date=opp.get("CloseDate"),
probability=float(opp.get("Probability") or 0.0) if opp.get("Probability") is not None else None,
url=f"{instance_url}/{opp.get('Id')}" if instance_url else None
)
def map_hubspot_deal(deal: Dict[str, Any]) -> UnifiedDeal:
properties = deal.get("properties", {})
return UnifiedDeal(
id=deal.get("id"),
deal_name=properties.get("dealname") or "Unknown Deal",
value=float(properties.get("amount") or 0.0),
status=properties.get("dealstage"),
stage=properties.get("dealstage"),
platform="hubspot",
close_date=properties.get("closedate"),
owner=properties.get("hubspot_owner_id")
)
def map_zoho_deal(deal: Dict[str, Any]) -> UnifiedDeal:
return UnifiedDeal(
id=deal.get("id"),
deal_name=deal.get("Deal_Name") or "Untitled Zoho Deal",
value=float(deal.get("Amount") or 0.0),
status=deal.get("Stage"),
stage=deal.get("Stage"),
platform="zoho",
company=deal.get("Account_Name", {}).get("name"),
close_date=deal.get("Closing_Date"),
owner=deal.get("Owner", {}).get("name")
)
def map_dynamics_deal(deal: Dict[str, Any]) -> UnifiedDeal:
# This is a placeholder mapping for Dynamics 365 via MS Graph trending/insights
return UnifiedDeal(
id=deal.get("id", "dynamics_deal"),
deal_name=deal.get("resourceVisualization", {}).get("title") or "Dynamics Opportunity",
value=0.0, # Value often requires separate lookup in Dynamics
status="Open",
stage="Qualification",
platform="dynamics",
url=deal.get("resourceReference", {}).get("webUrl")
)
# --- Endpoints ---
@router.get("/pipeline", response_model=LivePipelineResponse)
async def get_live_pipeline(
limit: int = 50,
# In a real app, we would get user_id from auth dependency
# user_id: str = Depends(get_current_user)
):
"""
Fetch live opportunities/deals from connected CRMs (Salesforce, HubSpot)
and aggregate them into a unified pipeline view.
"""
deals = []
providers_status = {"salesforce": False, "hubspot": False, "zoho": False, "dynamics": False}
# Placeholder for user ID until full auth middleware is in place for this route
# For now we rely on environment variables or specific user context
# This matches behavior in atom_communication_live_api.py
# 2. Fetch HubSpot Deals
try:
hubspot = get_hubspot_service()
# We try to use the environment token first if available (common for single-tenant/dev)
if os.getenv("HUBSPOT_ACCESS_TOKEN"):
raw_deals = await hubspot.get_deals(limit=limit)
deals.extend([map_hubspot_deal(d) for d in raw_deals])
providers_status["hubspot"] = True
except Exception as e:
logger.warning(f"Failed to fetch live HubSpot deals: {e}")
# 3. Fetch Salesforce Opportunities
try:
sf_token = None
sf_instance = None
# A. Try Token Storage
tokens = token_storage.get_token("salesforce")
if tokens:
sf_token = tokens.get("access_token")
sf_instance = tokens.get("instance_url")
# B. Fallback to Env
if not sf_token:
sf_token = os.getenv("SALESFORCE_ACCESS_TOKEN")
sf_instance = os.getenv("SALESFORCE_INSTANCE_URL")
if sf_token and sf_instance:
sf = create_client_with_token(sf_token, sf_instance)
if sf:
# Query specific fields to match UnifiedDeal
query = f"SELECT Id, Name, Amount, StageName, CloseDate, Probability FROM Opportunity ORDER BY CloseDate DESC LIMIT {limit}"
res = sf.query_all(query)
records = res.get("records", [])
deals.extend([map_salesforce_opportunity(r, sf_instance) for r in records])
providers_status["salesforce"] = True
except Exception as e:
logger.warning(f"Failed to fetch live Salesforce opportunities: {e}")
# 4. Fetch Zoho CRM Deals
try:
zoho_token = os.getenv("ZOHO_CRM_ACCESS_TOKEN")
if zoho_token:
zoho = ZohoCRMService()
raw_deals = await zoho.get_deals(token=zoho_token)
deals.extend([map_zoho_deal(d) for d in raw_deals])
providers_status["zoho"] = True
except Exception as e:
logger.warning(f"Failed to fetch live Zoho CRM deals: {e}")
# 5. Fetch Dynamics 365 Deals
try:
ms_token = os.getenv("MICROSOFT_365_ACCESS_TOKEN")
if ms_token:
res = await microsoft365_service.get_dynamics_deals(access_token=ms_token, top=limit)
if res.get("status") == "success":
raw_deals = res.get("data", {}).get("value", [])
deals.extend([map_dynamics_deal(d) for d in raw_deals])
providers_status["dynamics"] = True
except Exception as e:
logger.warning(f"Failed to fetch live Dynamics 365 deals: {e}")
# Calculate Stats
total_value = sum(d.value for d in deals)
count = len(deals)
avg_size = total_value / count if count > 0 else 0
# simple mock calculation for win rate based on 'closed won' status
won_count = sum(1 for d in deals if 'won' in d.status.lower())
win_rate = (won_count / count * 100) if count > 0 else 0.0
return LivePipelineResponse(
ok=True,
stats=SalesStats(
total_pipeline_value=total_value,
active_deal_count=count,
win_rate=win_rate,
avg_deal_size=avg_size
),
deals=sorted(deals, key=lambda x: x.value, reverse=True),
providers=providers_status
)
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