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first success maintenance plan

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This commit is contained in:
Rene Kaßeböhmer
2025-06-25 14:00:36 +02:00
parent 150e086902
commit 294c640096
3 changed files with 63 additions and 2 deletions
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12
prepared_steps/0_cleansing_scripts/SN_SCINstalledBase__c.py Normal file
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@ -0,0 +1,12 @@
import pandas as pd
# Load the CSV file
df = pd.read_csv('../1_extract_data/results/SCInstalledBase__c.csv')
# Find duplicates based on SerialNo__c (excluding empty/NaN)
duplicates = df[df.duplicated(subset=['SerialNo__c'], keep=False) & df['SerialNo__c'].notna() & (df['SerialNo__c'] != '')]
duplicates.to_csv('results/duplicates.csv', index=False)
# Find rows where SerialNo__c is empty or NaN
empty_serials = df[df['SerialNo__c'].isna() | (df['SerialNo__c'] == '')]
empty_serials.to_csv('results/empty_serials.csv', index=False)

46
prepared_steps/19_create_maintenance_plan/fill_fields_and_insert.py
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@ -3,6 +3,20 @@ import argparse
from sys import path
path.append('../..')
from utils import bulk_insert_records
from datetime import datetime, timedelta
# Find last maintenance/order date for each ServiceContractId
def get_last_maintenance_date(service_contract_id):
# Try to find in LastMaintenanceInformation
lm_rows = df_lm[df_lm['Order__r.Contract__c'] == service_contract_id]
if not lm_rows.empty:
# Use the most recent Order__r.Closed__c
return lm_rows['Order__r.Closed__c'].max()
# If not found, try LastOrderInformation
lo_rows = df_lo[df_lo['Contract__c'] == service_contract_id]
if not lo_rows.empty:
return lo_rows['Closed__c'].max()
return None
if __name__ == '__main__':
@ -20,6 +34,7 @@ if __name__ == '__main__':
#reindex_columns_sc = ['sf__Id','sf__Created','PKey__c', 'BillingCountryCode', 'Term', 'EndDate', 'StartDate', 'AccountId', 'Service_Recipient__c', 'IoT_Registration_Status__c', 'Name', 'Pricebook2Id', 'TemplateId__c']
#ServiceContract.PKey__c,StartDate,EndDate,AccountId,MaintenanceWindowEndDays,MaintenanceWindowStartDays,GenerationTimeframe,Frequency,GenerationTimeframeType,WorkTypeId
reindex_columns_mp = ['ServiceContract.PKey__c', 'StartDate', 'EndDate', 'AccountId', 'MaintenanceWindowEndDays', 'MaintenanceWindowStartDays', 'GenerationTimeframe', 'Frequency', 'GenerationTimeframeType', 'WorkTypeId']
reindex_columns_lastmaintenance = []
# Reindex the columns to match the desired format
@ -29,6 +44,9 @@ if __name__ == '__main__':
# Only load 'sf__Id' and 'PKey__c' from the ServiceContract CSV
df_sc = pd.read_csv('../16_insert_servicecontract/successful_records.csv', usecols=['sf__Id', 'PKey__c'])
# Load LastMaintenanceInformation and LastOrderInformation CSVs for NextSuggestedMaintenanceDate calculation
df_lm = pd.read_csv('../1_extract_data/results/LastMaintenanceInformation.csv', usecols=['Id', 'Order__r.Closed__c', 'Order__r.Contract__c'])
df_lo = pd.read_csv('../1_extract_data/results/LastOrderInformation.csv', usecols=['Id', 'Closed__c', 'Contract__c'])
print(df_sc)
print(df_mp)
@ -48,6 +66,34 @@ if __name__ == '__main__':
merged_df_mp = merged_df_mp.drop('ServiceContract.PKey__c', axis=1)
merged_df_mp = merged_df_mp.drop('PKey__c', axis=1)
def get_next_suggested_maintenance_date(service_contract_id):
# Try to find in LastMaintenanceInformation
lm_rows = df_lm[df_lm['Order__r.Contract__c'] == service_contract_id]
if not lm_rows.empty:
last_date = lm_rows['Order__r.Closed__c'].max()
else:
# If not found, try LastOrderInformation
lo_rows = df_lo[df_lo['Contract__c'] == service_contract_id]
if not lo_rows.empty:
last_date = lo_rows['Closed__c'].max()
else:
last_date = None
if pd.notnull(last_date):
try:
dt = pd.to_datetime(last_date)
next_date = dt + pd.DateOffset(years=1)
return next_date.strftime('%Y-%m-%d')
except Exception:
pass
# If no date found or parsing fails, use today
next_date = datetime.today()
return next_date.strftime('%Y-%m-%d')
merged_df_mp['NextSuggestedMaintenanceDate'] = merged_df_mp['ServiceContractId'].apply(get_next_suggested_maintenance_date)
merged_df_mp['DoesAutoGenerateWorkOrders'] = True
#transform values into int
merged_df_mp['MaintenanceWindowEndDays'] = pd.to_numeric(merged_df_mp['MaintenanceWindowEndDays'], errors='coerce').fillna(0).astype(int)
merged_df_mp['MaintenanceWindowStartDays'] = pd.to_numeric(merged_df_mp['MaintenanceWindowStartDays'], errors='coerce').fillna(0).astype(int)

7
prepared_steps/1_extract_data/queries.json
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@ -5,7 +5,7 @@
"query": "SELECT Id, City__c, Country__c, GeoY__c, GeoX__c, PostalCode__c, Street__c, Extension__c, HouseNo__c, FlatNo__c, Floor__c FROM SCInstalledBaseLocation__c WHERE Country__c = '{country}' limit 3"
},{
"sobject": "SCInstalledBase__c",
"query": "SELECT Id, Name, CommissioningDate__c,InstallationDate__c,ProductEnergy__c, ProductUnitClass__c,ArticleNo__c,SerialNo__c, SerialNoException__c, ProductUnitType__c, InstalledBaseLocation__c, WarrantyDuration__c, GuaranteeStandard__c, GuaranteeExtended__c FROM SCInstalledBase__c WHERE Country__c = '{country}' limit 3"
"query": "SELECT Id, Name, CommissioningDate__c,InstallationDate__c,ProductEnergy__c, ProductUnitClass__c,ArticleNo__c,SerialNo__c, SerialNoException__c, ProductUnitType__c, InstalledBaseLocation__c, WarrantyDuration__c, GuaranteeStandard__c, GuaranteeExtended__c FROM SCInstalledBase__c WHERE Country__c = '{country}'"
},{
"sobject": "Asset",
"query": "SELECT Id, Serialnumber FROM Asset WHERE Location.ParentLocation.Name LIKE '%{country}'"
@ -60,7 +60,10 @@
"query": "SELECT Id, Name, Brand__c, CertificationId__c, Combined__c, OrderType__c, QualificationProfile__c, ProductUnitType__c, ProductUnitClass__c FROM SCQualificationSpecification__c WHERE Country__c = '{country}'"
},{
"sobject": "LastMaintenanceInformation",
"query": "SELECT Id, InstalledBase__r.SerialNo__c, Order__r.Closed__c FROM SCOrderItem__c WHERE Order__r.Status__c IN ('5506', '5508') AND InstalledBase__r.SerialNo__c != null AND Order__r.Type__c = '5707' AND Order__r.Country__c = '{country}'"
"query": "SELECT Id, InstalledBase__r.SerialNo__c, Order__r.Closed__c, Order__r.Contract__c FROM SCOrderItem__c WHERE Order__r.Status__c IN ('5506', '5508') AND InstalledBase__r.SerialNo__c != null AND Order__r.Type__c = '5707' AND Order__r.Country__c = '{country}'"
},{
"sobject": "LastOrderInformation",
"query": "SELECT Id, Closed__c, Contract__c FROM SCOrder__c WHERE Status__c IN ('5506', '5508') AND Contract__c != null AND Closed__c = LAST_N_YEARS:10 AND Country__c = '{country}'"
},{
"sobject": "WorkType",
"useREST": true,