use custom object for thank you note

openstax · Jan 7, 2025 · 28a06cb · 28a06cb
1 parent 42cfd4d
commit 28a06cb
Showing 1 changed file with 21 additions and 10 deletions.
diff --git a/salesforce/management/commands/sync_thank_you_notes.py b/salesforce/management/commands/sync_thank_you_notes.py
@@ -2,7 +2,7 @@
 from salesforce.models import School
 from donations.models import ThankYouNote
 from salesforce.salesforce import Salesforce
-from rapidfuzz import process, fuzz
+from rapidfuzz import process, fuzz, utils
 
 
 class Command(BaseCommand):
@@ -20,17 +20,28 @@ def handle(self, *args, **options):
 
             for note in new_thank_you_notes:
                 if note.institution:
-                    best_match, score, _ = process.extractOne(note.institution, school_list.keys(), scorer=fuzz.WRatio)
+                    best_match, score, _ = process.extractOne(note.institution, school_list.keys(), scorer=fuzz.WRatio, processor=utils.default_process)
 
-                    if score > 80:
+                    account_id = school_list["Find Me A Home"]
+                    if score > 90:  # found a good match on school name, use that to populate related school in SF
                         account_id = school_list[best_match]
 
-                        response = sf.Note.create({'Title': f"{note.created} | {note.first_name} {note.last_name} | {note.contact_email_address} | {note.institution}",
-                                                   'Body': f"Consent to share/be contacted? {note.consent_to_share_or_contact}\nSource: {note.source}\n\n{note.thank_you_note}",
-                                                   'ParentId': account_id})
-
-                        note.salesforce_id = response['id']
-                        note.save()
-                        num_created += 1
+                    response = sf.Thank_You_Note__c.create(
+                        {'Name': f"{note.first_name} {note.last_name} - {note.created}",
+                         'Message__c': note.thank_you_note,
+                         'First_Name__c': note.first_name,
+                         'Last_Name__c': note.last_name,
+                         'Email_Address__c': note.contact_email_address,
+                         'Institution__c': note.institution,
+                         'Source__c': note.source,
+                         'Consent_to_Share__c': note.consent_to_share_or_contact,
+                         'Submitted_Date__c': note.created.strftime('%Y-%m-%d'),
+                         'Related_Account__c': account_id
+                         }
+                    )
+
+                    note.salesforce_id = response['id']
+                    note.save()
+                    num_created += 1
 
             self.stdout.write(self.style.SUCCESS("{} Salesforce Notes Created.".format(num_created)))