Checklist API¶

from rezen import ChecklistClient
from rezen.exceptions import NotFoundError, ValidationError

def manage_transaction_checklist(transaction_id: str):
    """Complete checklist workflow for a transaction."""
    client = ChecklistClient()

    try:
        # 1. Create a new checklist
        print("Creating checklist...")
        checklist_data = {
            "parentId": transaction_id,
            "parentType": "TRANSACTION",
            "assignees": {
                "listing_agent": "agent-123",
                "buyer_agent": "agent-456"
            }
        }

        checklist_result = client.create_checklist(
            checklist_definition_id="standard-purchase",
            checklist_data=checklist_data
        )
        checklist_id = checklist_result["checklistId"]

        # 2. Get the checklist details
        checklist = client.get_checklist(checklist_id)
        print(f"Created checklist: {checklist['name']}")

        # 3. Add custom items
        custom_item = {
            "item": {
                "name": "Home Warranty Decision",
                "description": "Buyer to decide on home warranty",
                "required": False,
                "position": 99,
                "dueDate": "2025-06-15"
            }
        }

        item_result = client.create_checklist_item(
            checklist_id=checklist_id,
            item_data=custom_item
        )
        print(f"Added custom item: {item_result['id']}")

        # 4. Process existing items
        checklist = client.get_checklist(checklist_id)
        for item in checklist["items"]:
            if item["required"] and not item["complete"]:
                print(f"\nProcessing: {item['name']}")

                # Upload document if needed
                if "inspection" in item["name"].lower():
                    upload_inspection_report(client, item["id"], transaction_id)

                # Mark as complete
                client.complete_checklist_item(item["id"])
                print(f"✓ Completed: {item['name']}")

        # 5. Check progress
        progress = client.get_checklists_progress([checklist_id])
        if progress:
            prog = progress[0] if isinstance(progress, list) else progress
            print(f"\nProgress: {prog['completedCount']}/{prog['itemCount']} items")

        # 6. Lock checklist when done
        client.batch_update_checklists([
            {
                "checklistId": checklist_id,
                "patch": {"locked": True, "approved": True}
            }
        ])
        print("Checklist locked and approved!")

        return checklist_id

    except NotFoundError as e:
        print(f"Resource not found: {e}")
    except ValidationError as e:
        print(f"Validation error: {e}")
    except Exception as e:
        print(f"Unexpected error: {e}")
        return None

def upload_inspection_report(client, item_id, transaction_id):
    """Upload inspection report to checklist item."""
    try:
        with open("inspection_report.pdf", "rb") as file:
            result = client.add_document_to_checklist_item(
                checklist_item_id=item_id,
                name="Property Inspection Report",
                description="Complete inspection findings",
                uploader_id="inspector-001",
                transaction_id=transaction_id,
                file=file
            )
            print(f"  Uploaded: {result['name']}")
    except FileNotFoundError:
        print("  ⚠️  Inspection report not found")

def manage_document_versions(doc_id: str):
    """Demonstrate document version management."""
    client = ChecklistClient()

    # Get current document info
    document = client.get_checklist_document(doc_id)
    print(f"Document: {document['name']}")
    print(f"Current version: {document['currentVersion']['number']}")

    # Upload new version
    with open("contract-amended.pdf", "rb") as file:
        new_version = client.add_document_version(
            checklist_document_id=doc_id,
            name=f"Version {len(document['versions']) + 1}",
            description="Added inspection contingency",
            uploader_id="agent-123",
            transaction_id="txn-456",
            file=file
        )

    print(f"Uploaded version {new_version['number']}")

    # Update document to use new version
    client.update_checklist_document(
        document_id=doc_id,
        document_data={
            "currentVersion": {"id": new_version["id"]}
        }
    )

    # Get download URL for specific version
    download_info = client.download_document_version(new_version["id"])
    print(f"Download URL: {download_info['downloadUrl']}")

def monitor_checklist_progress(checklist_ids: list):
    """Monitor progress across multiple checklists."""
    client = ChecklistClient()

    # Get progress for all checklists
    progress_list = client.get_checklists_progress(checklist_ids)

    total_items = 0
    total_completed = 0

    print("Checklist Progress Report")
    print("=" * 50)

    for progress in progress_list:
        checklist_id = progress["checklistId"]
        completed = progress["completedCount"]
        total = progress["itemCount"]
        percentage = (completed / total * 100) if total > 0 else 0

        print(f"\nChecklist: {checklist_id}")
        print(f"Progress: {completed}/{total} ({percentage:.1f}%)")
        print(f"Optional items: {progress['itemCountIncludingOptionals'] - total}")

        total_items += total
        total_completed += completed

    # Overall summary
    overall_percentage = (total_completed / total_items * 100) if total_items > 0 else 0
    print(f"\n{'=' * 50}")
    print(f"Overall: {total_completed}/{total_items} ({overall_percentage:.1f}%)")

    return overall_percentage >= 100