activation-detail-prospecting-metadata-grouping-api

client/src/components/Api/Api.js

@@ -317,6 +317,19 @@ export const fetchSalesforceTasksByUserIds = async (userIds) => {
     return { ...response.data, statusCode: response.status };
 };
 
+/**
+ * Fetches the prospecting activity type groupings for a given activation
+ * @param {string} activationId
+ * @returns {Promise<ApiResponse>}
+ */
+export const fetchProspectingActivityTypeGroupings = async (activationId) => {
+    const response = await api.get("/get_prospecting_activity_type_groupings", {
+        params: { activation_id: activationId },
+        validateStatus: () => true,
+    });
+    return { ...response.data, statusCode: response.status };
+};
+
 /**
  * Fetches Salesforce events from the Salesforce API
  * @param {string[]} userIds

client/src/pages/Prospecting/Prospecting.js

@@ -27,6 +27,7 @@ import {
   getLoggedInUser,
   getUserTimezone,
   getPaginatedProspectingActivities,
+  fetchProspectingActivityTypeGroupings
 } from "src/components/Api/Api";
 import AccountDetail from "../../components/ProspectingActiveAccount/AccountDetail";
 import CustomSelect from "src/components/CustomSelect/CustomSelect";
@@ -227,6 +228,8 @@ const Prospecting = () => {
         if (response.statusCode === 200 && response.success) {
           setSummaryData(response.data[0].summary);
           setRawData(response.data[0].raw_data || []);
+          const testPmGroup = await fetchProspectingActivityTypeGroupings(response.data[0].raw_data[0].id);
+          console.log(testPmGroup);
           setOriginalRawData(response.data[0].raw_data || []);
         } else if (response.statusCode === 401) {
           navigate("/");

server/app/database/activation_selector.py

@@ -346,3 +346,27 @@ def load_active_activations_paginated_with_search(
         return ApiResponse(
             success=False, message=f"Failed to load activations: {str(error_msg)}"
         )
+
+def load_single_activation_by_id(activation_id: str) -> ApiResponse:
+    supabase_client = get_supabase_admin_client()
+
+    try:
+        response = (
+            supabase_client.table("Activations")
+            .select("*")
+            .eq("id", activation_id)
+            .limit(1)
+            .execute()
+        )
+        if response.data:
+            activation = supabase_dict_to_python_activation(response.data[0])
+            return ApiResponse(data=[activation], success=True)
+        else:
+            return ApiResponse(data=[], success=False, message="Activation not found")
+    except Exception as e:
+        error_msg = format_error_message(e)
+        logging.error(f"Error in load_single_activation_by_id: {error_msg}")
+        return ApiResponse(
+            success=False, message=f"Failed to load activation: {str(error_msg)}"
+        )
+

server/app/helpers/activation_helper.py

@@ -759,60 +759,12 @@ def get_inbound_tasks_within_period(inbound_tasks, start_date, period_days):
     ]
 
 
-def get_prospecting_metadata_direction(
-    task_id: str, activation: Activation, settings: Settings
-) -> str:
-    for metadata in activation.prospecting_metadata:
-        if task_id in metadata.task_ids:
-            for criterion in settings.criteria:
-                if criterion.name == metadata.name:
-                    return (
-                        criterion.direction or "outbound"
-                    )  # Default to outbound if direction is not specified
-    return "matching_criteria_not_found"
-
-def set_effort_and_results_by_full_user_name(
-    activations: List[Activation], settings: Settings
-) -> List[Activation]:
-    for activation in activations:
-        outbound_metadata = defaultdict(lambda: defaultdict(list))
-        inbound_metadata = defaultdict(lambda: defaultdict(list))
-
-        for task in activation.tasks:
-            direction = get_prospecting_metadata_direction(
-                task["Id"], activation, settings
-            )
-            metadata_dict = (
-                outbound_metadata if direction.lower() == "outbound" else inbound_metadata
-            )
-
-            owner_id = task["OwnerId"]
-            criterion_name = next(
-                (
-                    m.name
-                    for m in activation.prospecting_metadata
-                    if task["Id"] in m.task_ids
-                ),
-                None,
-            )
-
-            if criterion_name:
-                metadata_dict[owner_id][criterion_name].append(task["Id"])
-
-        activation.outbound_prospecting_metadata_by_user = {
-            owner_id: [
-                ProspectingMetadata(name=name, task_ids=set(ids), total=len(ids))
-                for name, ids in criteria.items()
-            ]
-            for owner_id, criteria in outbound_metadata.items()
-        }
+def fetch_prospecting_activity_type_groupings(
+    activation: Activation
+) -> List[ProspectingMetadata]:
+    if not activation.prospecting_metadata:
+        return []
 
-        activation.inbound_prospecting_metadata_by_user = {
-            owner_id: [
-                ProspectingMetadata(name=name, task_ids=set(ids), total=len(ids))
-                for name, ids in criteria.items()
-            ]
-            for owner_id, criteria in inbound_metadata.items()
-        }
+    sorted_metadata = sorted(activation.prospecting_metadata, key=lambda x: x.total)
 
-    return activations
+    return sorted_metadata 

server/app/routes.py

@@ -5,6 +5,7 @@
 from app.utils import format_error_message, log_error, get_salesforce_team_ids
 from app.database.activation_selector import (
     load_active_activations_minimal_by_ids,
+    load_single_activation_by_id,
     load_activations_by_period,
     load_active_activations_paginated_by_ids,
     load_active_activations_paginated_with_search,
@@ -25,7 +26,7 @@
 )
 from app.helpers.activation_helper import (
     generate_summary,
-    set_effort_and_results_by_full_user_name,
+    fetch_prospecting_activity_type_groupings
 )
 from app.services.setting_service import define_criteria_from_events_or_tasks
 from app.engine.activation_engine import update_activation_states
@@ -330,9 +331,6 @@ def get_paginated_prospecting_activities():
 
         if result.success:
             full_activations = result.data["activations"]
-            full_activations = set_effort_and_results_by_full_user_name(
-                full_activations, load_settings()
-            )
             response.data = [
                 {
                     "raw_data": [
@@ -642,6 +640,24 @@ def get_event_fields():
 
     return jsonify(response.__dict__), get_status_code(response)
 
+@bp.route("/get_prospecting_activity_type_groupings", methods=["GET"])
+@authenticate
+def get_prospecting_activity_type_groupings():
+    from app.data_models import ApiResponse
+    activation_id = request.args.get("activation_id")
+    response = ApiResponse(data=[], message="", success=False)
+    try:
+        activation = load_single_activation_by_id(activation_id)
+        if not activation.success:
+            raise Exception(activation.message)
+        response.data = fetch_prospecting_activity_type_groupings(activation.data[0])
+        response.success = True
+    except Exception as e:
+        log_error(e)
+        response.message = f"Failed to retrieve prospecting activity type groupings: {format_error_message(e)}"
+
+    return jsonify(response.to_dict()), get_status_code(response)
+
 
 @bp.route("/get_task_query_count", methods=["POST"])
 @authenticate