annator-command-center / integrations /atom_sales_live_api.py
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Deploy ATOM FastAPI command center runtime (part 5)
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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
)