Notes

library(pdftools)
library(knitr)
library(kableExtra)
library(sendmailR)
library(stringr)
library(dplyr)

# Load utility functions
source(.stUtilityFunctions)
source(.msGraphFunctions)

estJobsStartFrom <- '2024-05-08'
toDate <- '2024-05-09'

getSTInstallWorkOrderForm <- function(jobId, formName) {
cookies <- c(
'st_tenant' = 'logan',
'st_authenticated_user' = '1'
)

auditTrail <- getJobAuditTrail(jobId)
formName <- str_replace_all(formName, c("\(" = "", "\)" = ""))
auditTrail$History$Entries$FormName <- str_replace_all(auditTrail$History$Entries$FormName, c("\(" = "", "\)" = ""))

entry <- auditTrail$History$Entries %>%
filter(str_detect(FormName, formName)) %>%
coerceTypes(all = 'character') %>%
# Latest contract usually has the best information
filter(!is.na(FormId)) %>%
filter(CreatedOn == max(CreatedOn))

waitForToken(paste0(.bucketDir, '/stBucket.rds'),
'stWebTokens',
nextUpdate = FALSE)

res <- GET(url = modify_url('https://go.servicetitan.com/Form/Print',
query = list(ownerId = entry$JobId,
formId = entry$FormId,
submittingId = entry$SubmittingId,
forMobile = FALSE,
isForms20 = entry$IsForm20)),
set_cookies(cookies),
authenticate('ddriver', .getCred('ServiceTitanPassword')))

pdfUrl <- res$url
waitForToken(paste0(.bucketDir, '/stBucket.rds'),
'stWebTokens',
nextUpdate = FALSE)

outResp <- GET(pdfUrl,
set_cookies(cookies),
authenticate('ddriver', .getCred('ServiceTitanPassword')))

tf <- tempfile(fileext = '.pdf')
writeBin(outResp$content, tf)
return(tf)
}

jobs <- getReports20(url = 'https://go.servicetitan.com/app/api/reporting/CustomReport/QueryExport?format=1&id=148072380',
critStr = '{
"DateType": "3",
"BusinessUnitId": "",
"IncludeAdjustmentInvoices": "false",
"RecipientId": "",
"PrimaryKeys": "",
"From": "%FROMDT%",
"To": "%TODT%",
"VisibleFields": "JobType,JobStatus,JobBusinessUnit,JobId,JobNumber,Total,PrimaryTechnician,CampaignCategory,ScheduledDate,CustomerId,LocationId,LocationName,LocationAddress,LocationZip,Tags,SoldBy,ProjectNumber,Estimates",
"Fields": "JobType,JobStatus,JobBusinessUnit,JobId,JobNumber,Total,PrimaryTechnician,CampaignCategory,ScheduledDate,CustomerId,LocationId,LocationName,LocationAddress,LocationZip,Tags,SoldBy,ProjectNumber,Estimates",
"Sort": "[]",
"Filters": "{\"filters\":[{\"logic\":\"and\",\"filters\":[{\"field\":\"JobStatus\",\"operator\":\"notin\",\"value\":[\"Canceled\",\"Hold\"]}]}],\"logic\":\"and\"}",
"Group": "[]",
"ColumnExportOptions": "",
"AggregatesOnly": "false"
}' %>%
str_replace('%FROMDT%', as.character(estJobsStartFrom)) %>%
str_replace('%TODT%', as.character(toDate))) %>%
clean_names('small_camel') %>%
filter(str_detect(businessUnit, '19|20|21|22|23|24|50')) %>% select(jobId,jobNumber)

#getTechnicians
technicians <- getTechnicians()
techsDf <- technicians %>% select(userId,Technicians = `name`,email,loginName)
#Form Number 260847 is For Install Work HVAC 2024 Form
allHvacForms <- searchForms(260847, as.Date(estJobsStartFrom), as.Date(toDate))
df <- allHvacForms %>% select(jobNumber = JobNumber,jobCompletedOn = `Job Completed On`,Technicians)
combinedDf <- merge(x = df, y = jobs, by = "jobNumber")

combinedTechs <- merge(x = combinedDf, y = techsDf, by = "Technicians")

mainCombinedDf <- merge(x=combinedDf, y=combinedTechs, by = "jobNumber")

for(jobId in unique(mainCombinedDf$jobId))
{
browser()
email_address <- mainCombinedDf$email[mainCombinedDf$jobId == jobId]
# Attempt to fetch the PDF and capture the response
pdf_file <- getSTInstallWorkOrderForm(
jobId = jobId,
formName = 'Install Work Order (HVAC) - 2024'
)

pdf_file2 <- getSTInstallWorkOrderForm(
jobId = jobId,
formName = 'Install Work Order (HVAC) - Measurements'
)
# Send the email
sendMail(
from = "[email protected]",
to = "[email protected]",
subject = paste(jobId, "- Install Work Order (HVAC) - 2024 Test Mail."),
body = paste0('
<h1>Install Work Order (HVAC) - 2024</h1>
<p>Dear Technician,</p>
<p>Please find attached the documents for the HVAC installation:</p>
<ul>
<li>Install Work Order (HVAC) - 2024</li>
<li>Install Work Order (HVAC) - Measurements</li>
</ul>
<p>Thank you for choosing our services.</p>
<p>Best Regards,<br>
Gaurav Pal<br>
Logan A/C & Heat Services.<br>
<br><br>'),
attachmentFiles = c(pdf_file,pdf_file2),
send = TRUE
)

}