Files
canteen-asset-tracker/scripts/populate_asset_company_place.py
T
shawn 2bdcfe0bae feat: branch fallback for assets without account linkage
- 1,606 more assets now get company from branch/territory name
  (e.g. 'Canteen Corp/Orlando, FL') when the connect_id exists
  in extraction DB but has no linked account name
- Coverage: 7,349/7,488 (98.1%) have company + customer_name
- Only 139 remain empty (4 prefixes not in branch cache)
- Updated AGENTS.md with data population docs
2026-05-29 07:51:02 -04:00

200 lines
7.3 KiB
Python

#!/usr/bin/env python3
"""Populate company, place, customer_name on assets from MSFS extraction DB.
Maps each asset's connect_id → msdyn_customerasset → account to get:
- company = account name (customer/location name, e.g. "Jeremy B - 1960 Broadway")
- place = city name (e.g. "Orlando", "Lake Buena Vista")
- customer_name = account name (same as company, for search/filter)
- address = line1 if empty
Skips assets that already have values in these fields.
"""
import sqlite3
import sys
from pathlib import Path
ASSETS_DB = Path.home() / "projects" / "canteen-asset-tracker" / "assets.db"
EXTRACTION_DB = (
Path.home()
/ "projects"
/ "ms-field-service-extraction"
/ "data-samples"
/ "msfs_backup"
/ "fieldservicecanteen.crm.dynamics.com_9fc6c50c-b097-f011-b4cb-7ced8d1b15a2_data.db"
)
def get_mapping() -> dict[str, dict]:
"""Return {connect_id: {company, place, city, address}} from extraction DB."""
conn = sqlite3.connect(str(EXTRACTION_DB))
conn.row_factory = sqlite3.Row
cur = conn.cursor()
# We want the account info per customerasset.
# If multiple customerassets share the same connect_id, pick the one
# with the most recent createdon date to get freshest account link.
rows = cur.execute("""
SELECT
ca.hsl_connectid,
COALESCE(ca."msdyn_account!name", a.name, '') AS account_name,
COALESCE(a.address1_city, '') AS city,
COALESCE(a.address1_name, '') AS address1_name,
COALESCE(a.address1_line1, '') AS line1,
COALESCE(a.address1_line2, '') AS line2
FROM msdyn_customerasset ca
LEFT JOIN account a ON ca."msdyn_account!id" = a.accountid
WHERE ca.hsl_connectid IS NOT NULL AND ca.hsl_connectid != ''
ORDER BY ca.createdon DESC
""").fetchall()
conn.close()
# Deduplicate: keep first (most recent createdon) per connect_id
seen: set[str] = set()
result: dict[str, dict] = {}
for r in rows:
cid = r["hsl_connectid"]
if cid in seen:
continue
seen.add(cid)
# Build address from available parts
addr_parts = [p for p in [r["line1"], r["line2"]] if p]
address = ", ".join(addr_parts) if addr_parts else ""
result[cid] = {
"company": r["account_name"],
"place": r["city"],
"customer_name": r["account_name"],
"address": address,
}
print(f"📡 Loaded {len(result)} connect_id mappings from extraction DB")
# Also build the branch cache for fallback on unmatched assets
try:
sys.path.insert(0, str(Path.home() / "projects" / "canteen-asset-tracker"))
from server import _build_asset_branch_cache
branch_cache = _build_asset_branch_cache()
print(f"📡 Branch cache has {len(branch_cache)} prefix→territory mappings")
except Exception as e:
print(f"⚠️ Could not load branch cache: {e}")
branch_cache = {}
return result, branch_cache
def main():
print("🔌 Connecting to assets.db...")
conn = sqlite3.connect(str(ASSETS_DB))
conn.row_factory = sqlite3.Row
# Count assets with empty fields
stats = conn.execute("""
SELECT
COUNT(*) AS total,
SUM(CASE WHEN company IS NULL OR company = '' THEN 1 ELSE 0 END) AS empty_company,
SUM(CASE WHEN place IS NULL OR place = '' THEN 1 ELSE 0 END) AS empty_place,
SUM(CASE WHEN customer_name IS NULL OR customer_name = '' THEN 1 ELSE 0 END) AS empty_customer_name,
SUM(CASE WHEN address IS NULL OR address = '' THEN 1 ELSE 0 END) AS empty_address
FROM assets
""").fetchone()
print(f"📊 Before update:")
print(f" Total assets: {stats['total']}")
print(f" Empty company: {stats['empty_company']}")
print(f" Empty place: {stats['empty_place']}")
print(f" Empty customer_name:{stats['empty_customer_name']}")
print(f" Empty address: {stats['empty_address']}")
mapping, branch_cache = get_mapping()
# Fetch all assets with connect_id
assets = conn.execute("""
SELECT id, connect_id, company, place, customer_name, address
FROM assets
WHERE connect_id IS NOT NULL AND connect_id != ''
""").fetchall()
updates = {"company": 0, "place": 0, "customer_name": 0, "address": 0}
skipped_no_match = 0
skipped_has_data = 0
branch_fallback = 0
update_sqls = {
"company": "UPDATE assets SET company = ? WHERE id = ?",
"place": "UPDATE assets SET place = ? WHERE id = ?",
"customer_name": "UPDATE assets SET customer_name = ? WHERE id = ?",
"address": "UPDATE assets SET address = ? WHERE id = ?",
}
for a in assets:
info = mapping.get(a["connect_id"])
if not info:
# No connect_id match in extraction DB at all
skipped_no_match += 1
continue
# If account name is empty, try branch cache fallback
if (not a["company"] or not a["company"].strip()) and (not info["company"] or not info["company"].strip()):
pfx = a["connect_id"][:8]
branch_name = branch_cache.get(pfx)
if branch_name:
info["company"] = branch_name
info["customer_name"] = branch_name
branch_fallback += 1
if a["company"] and a["place"] and a["customer_name"] and a["address"]:
skipped_has_data += 1
continue
batch: list[tuple[str, int]] = [] # (sql, (value, id))
if (not a["company"] or not a["company"].strip()) and info["company"]:
batch.append((update_sqls["company"], (info["company"], a["id"])))
updates["company"] += 1
if (not a["place"] or not a["place"].strip()) and info["place"]:
batch.append((update_sqls["place"], (info["place"], a["id"])))
updates["place"] += 1
if (not a["customer_name"] or not a["customer_name"].strip()) and info["customer_name"]:
batch.append((update_sqls["customer_name"], (info["customer_name"], a["id"])))
updates["customer_name"] += 1
if (not a["address"] or not a["address"].strip()) and info["address"]:
batch.append((update_sqls["address"], (info["address"], a["id"])))
updates["address"] += 1
for sql, params in batch:
conn.execute(sql, params)
conn.commit()
conn.close()
print(f"\n✅ Migration complete:")
print(f" Matched & updated: {len(assets) - skipped_no_match - skipped_has_data} assets")
print(f" No match in ext DB: {skipped_no_match}")
print(f" Already had data: {skipped_has_data}")
print(f" Field updates:")
for field, count in updates.items():
print(f" {field}: {count}")
# Show some samples
conn2 = sqlite3.connect(str(ASSETS_DB))
conn2.row_factory = sqlite3.Row
samples = conn2.execute("""
SELECT machine_id, company, place, customer_name, address
FROM assets
WHERE company != '' AND place != ''
LIMIT 5
""").fetchall()
conn2.close()
print(f"\n📋 Sample updated rows:")
for s in samples:
print(f" {s['machine_id']:>25} | company='{s['company']}' | place='{s['place']}'")
if __name__ == "__main__":
main()