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event: Zoom CSV import — use email as fallback external_id; populate address/phone fields

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Scott Idem
2026-04-07 10:58:08 -04:00
parent 8e9fb88e5a
commit 535fc9f2b5
1 changed files with 248 additions and 3 deletions
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249
app/routers/event_badge_importing.py
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@@ -16,9 +16,9 @@ from app.methods.event_person_methods import create_event_person_obj, create_upd
# from app.methods.event_presenter_methods import create_update_event_presenter_obj_v4, get_event_presenter_rec_list, load_event_presenter_obj # from app.methods.event_presenter_methods import create_update_event_presenter_obj_v4, get_event_presenter_rec_list, load_event_presenter_obj
from app.methods.hosted_file_methods import load_hosted_file_obj, save_file from app.methods.hosted_file_methods import load_hosted_file_obj, save_file
from app.models.event_models import Event_Base #from app.models.event_models import Event_Base
# from app.models.event_location_models import Event_Location_Base # from app.models.event_location_models import Event_Location_Base
from app.models.event_person_models import Event_Person_Base #from app.models.event_person_models import Event_Person_Base
# from app.models.event_presentation_models import Event_Presentation_Base # from app.models.event_presentation_models import Event_Presentation_Base
# from app.models.event_presenter_models import Event_Presenter_Base # from app.models.event_presenter_models import Event_Presenter_Base
# from app.models.event_session_models import Event_Session_Base # from app.models.event_session_models import Event_Session_Base
@@ -473,3 +473,248 @@ async def event_id_badge_import(
return mk_resp(data=event_badge_person_li, status_message=f'Importing badges from file. Found {len(person_li)} badges.', response=commons.response) return mk_resp(data=event_badge_person_li, status_message=f'Importing badges from file. Found {len(person_li)} badges.', response=commons.response)
else: else:
return mk_resp(data=event_badge_person_summary_li, status_message=f'Checked for badges from file. Found {len(event_badge_person_li)} badges.', response=commons.response) return mk_resp(data=event_badge_person_summary_li, status_message=f'Checked for badges from file. Found {len(event_badge_person_li)} badges.', response=commons.response)
# ### BEGIN ### Zoom Events CSV Badge Import ### event_id_badge_import_zoom_csv() ###
# Accepts a Zoom Events registrant CSV export and upserts event_person records.
# Zoom CSV format: fixed columns (First name, Last name, Registrant email, Ticket name,
# Unique identifier, etc.) plus per-ticket-type custom fields using the pattern
# "FieldLabel_*_TicketTypeName". Delimiter is auto-detected (Zoom exports vary).
# Updated 2026-04-06
def _zoom_ticket_field(record: dict, field_prefix: str, ticket_name: str) -> str:
"""
Extracts a per-ticket-type field value from a Zoom CSV row.
Tries the exact ticket match first, then falls back to the first non-empty value
across all variants of that field prefix.
"""
exact_key = f'{field_prefix}_*_{ticket_name}'
if val := str(record.get(exact_key, '')).strip():
return val
for key, val in record.items():
if key.startswith(f'{field_prefix}_*_') and str(val).strip():
return str(val).strip()
return ''
@router.post('/event/{event_id}/badge/import/zoom_csv', response_model=Resp_Body_Base)
async def event_id_badge_import_zoom_csv(
event_id: str = Path(min_length=11, max_length=22),
file: UploadFile = File(...),
begin_at: int = 0,
end_at: int = 20000,
return_detail: bool = False,
commons: Common_Route_Params = Depends(common_route_params),
):
"""
Import event badges from a Zoom Events registrant CSV export.
Zoom exports fixed columns (First name, Last name, Registrant email, Ticket name,
Unique identifier) plus per-ticket-type custom fields in the format
"FieldLabel_*_TicketTypeName". The 'Unique identifier' column is used as the
external_registration_id. Delimiter is auto-detected.
"""
log.setLevel(logging.INFO)
account_id = commons.x_account_id
event_id_random = event_id
if event_id := redis_lookup_id_random(record_id_random=event_id, table_name='event'): pass
else: return mk_resp(data=None, status_code=404, response=commons.response)
link_to_type = 'event'
link_to_id = event_id
file_info = await save_file(
file=file,
account_id=account_id,
link_to_type=link_to_type,
link_to_id=link_to_id,
)
if file_info['saved']:
log.info('File saved')
else:
log.error('Something may have gone wrong while saving the uploaded file?')
return mk_resp(data=None, status_code=500, response=commons.response)
hosted_files_path = settings.FILES_PATH['hosted_files_root']
subdirectory_dest = os.path.join(hosted_files_path, file_info.get('subdirectory_path'))
hash_filename = file_info.get('hash_sha256') + '.file'
full_file_path = pathlib.Path(os.path.join(subdirectory_dest, hash_filename))
if not full_file_path.exists():
log.warning(f'Not found at full file path: {full_file_path}')
return mk_resp(data=None, status_code=500, response=commons.response)
# Zoom CSV layout: row 1 = "Report generated" metadata, row 2 = blank, row 3 = headers
# Delimiter is auto-detected (Zoom exports vary between comma and tab)
df = pandas.read_csv(
full_file_path,
sep=None,
engine='python',
skiprows=2,
na_filter=False,
dtype=str,
)
df_dict = df.to_dict(orient='records')
log.info(f'Zoom CSV total record count: {len(df_dict)}')
loop_count = 0
event_badge_person_li = []
event_badge_person_summary_li = []
log.setLevel(logging.DEBUG)
for record in df_dict:
log.info(f'Loop Count: {loop_count}')
loop_count += 1
if loop_count <= begin_at: continue
if loop_count > end_at: break
unique_id = str(record.get('Unique identifier', '')).strip()
email = str(record.get('Registrant email', '')).strip()
if unique_id:
external_id = unique_id
elif email:
log.info('Using email as external_id fallback for Zoom CSV row')
external_id = email
else:
log.warning('Row missing Unique identifier and email — skipping.')
continue
ticket_name = str(record.get('Ticket name', '')).strip()
given_name = str(record.get('First name', '')).strip()
family_name = str(record.get('Last name', '')).strip()
display_name = str(record.get('Display name', '')).strip()
# Per-ticket-type custom fields
organization = _zoom_ticket_field(record, 'Organization', ticket_name)
professional_title = _zoom_ticket_field(record, 'Job title', ticket_name)
phone = (_zoom_ticket_field(record, 'Phone', ticket_name)
or _zoom_ticket_field(record, 'Phone number', ticket_name))
address_line_1 = (_zoom_ticket_field(record, 'Address line 1', ticket_name)
or _zoom_ticket_field(record, 'Address', ticket_name))
address_line_2 = _zoom_ticket_field(record, 'Address line 2', ticket_name)
address_line_3 = _zoom_ticket_field(record, 'Address line 3', ticket_name)
city = _zoom_ticket_field(record, 'City', ticket_name)
state_province = _zoom_ticket_field(record, 'State/Province', ticket_name)
state_province_abb = _zoom_ticket_field(record, 'State/Province Abb', ticket_name)
postal_code = (_zoom_ticket_field(record, 'Postal code', ticket_name)
or _zoom_ticket_field(record, 'Zip code', ticket_name)
or _zoom_ticket_field(record, 'Zip/Postal Code', ticket_name))
country = _zoom_ticket_field(record, 'Country/Region', ticket_name)
country_alpha_2_code = _zoom_ticket_field(record, 'Country Alpha 2 Code', ticket_name)
country_subdivision_code = _zoom_ticket_field(record, 'Country Subdivision Code', ticket_name)
# location, full_address, location_long, location_short are computed by DB triggers
event_person_summary = {
'event_id': event_id,
'event_id_random': event_id_random,
'external_id': external_id,
'given_name': given_name,
'family_name': family_name,
'email': email,
}
event_person_data = {
'account_id': account_id,
'event_id': event_id,
'enable': True,
'external_id': external_id,
'external_registration_id': unique_id,
'event_person_profile': {
'enable': True,
'given_name': given_name,
'family_name': family_name,
'full_name': display_name or f'{given_name} {family_name}'.strip(),
'email': email,
'phone': phone,
'address_line_1': address_line_1,
'address_line_2': address_line_2,
'address_line_3': address_line_3,
'city': city,
'state_province': state_province,
'state_province_abb': state_province_abb,
'postal_code': postal_code,
'country': country,
'country_alpha_2_code': country_alpha_2_code,
'country_subdivision_code': country_subdivision_code,
'professional_title': professional_title,
'affiliations': organization,
},
'event_badge': {
'enable': True,
'external_id': external_id,
'external_registration_id': unique_id,
'given_name': given_name,
'family_name': family_name,
'full_name': display_name or f'{given_name} {family_name}'.strip(),
'email': email,
'phone': phone,
'address_line_1': address_line_1,
'address_line_2': address_line_2,
'address_line_3': address_line_3,
'city': city,
'state_province': state_province,
'state_province_abb': state_province_abb,
'postal_code': postal_code,
'country': country,
'country_alpha_2_code': country_alpha_2_code,
'country_subdivision_code': country_subdivision_code,
'professional_title': professional_title,
'affiliations': organization,
'badge_type': ticket_name,
},
}
event_badge_person_li.append(event_person_data)
event_badge_person_summary_li.append(event_person_summary)
sql_select_event_person = """
SELECT id AS event_person_id, id_random AS event_person_id_random,
external_id AS event_person_external_id,
event_badge_id AS event_badge_id,
event_person_profile_id AS event_person_profile_id
FROM `event_person`
WHERE event_person.event_id = :event_id
AND event_person.external_id = :external_id
"""
if event_person_result := sql_select(sql=sql_select_event_person, data=event_person_summary):
if isinstance(event_person_result, list):
log.error(f'Found more than one Event Person with external_id={external_id}. Count: {len(event_person_result)}')
else:
event_person_id = event_person_result.get('event_person_id')
event_badge_id = event_person_result.get('event_badge_id')
event_person_profile_id = event_person_result.get('event_person_profile_id')
log.info(f'Updating existing Event Person ID: {event_person_id}')
if create_update_event_person_obj_v4(
event_person_dict_obj=event_person_data,
event_person_id=event_person_id,
account_id=account_id,
event_id=event_id,
event_badge_id=event_badge_id,
event_person_profile_id=event_person_profile_id,
):
log.warning(f'Event Person updated. ID: {event_person_id}')
else:
log.warning(f'Event Person not updated. ID: {event_person_id}')
else:
log.info('No Event Person found. Creating new...')
if result_id := create_update_event_person_obj_v4(
event_person_dict_obj=event_person_data,
account_id=account_id,
event_id=event_id,
):
log.warning(f'Event Person created. ID: {result_id}')
else:
log.warning('Event Person not created.')
if return_detail:
return mk_resp(data=event_badge_person_li, status_message=f'Zoom CSV import complete. Processed {len(event_badge_person_li)} records.', response=commons.response)
else:
return mk_resp(data=event_badge_person_summary_li, status_message=f'Zoom CSV import complete. Processed {len(event_badge_person_summary_li)} records.', response=commons.response)