"""Compact, email-client-friendly weekly status reports for RVPs."""
from datetime import date, datetime
from email.message import EmailMessage
from html import escape
import os
import smtplib
import ssl
from zoneinfo import ZoneInfo
REPORT_TIMEZONE = ZoneInfo('America/New_York')
def report_date() -> date:
return datetime.now(REPORT_TIMEZONE).date()
def recruit_stage(recruit: dict) -> str:
"""Mirror the dashboard's pipeline labels for a generated email."""
if recruit['rvp_invoice_status'] == 'Invoiced':
return 'RVP Invoiced'
if recruit['reimbursement_status'] == 'Approved':
return 'RVP Invoice Due'
if recruit['reimbursement_submitted']:
return 'Reimbursement'
if recruit['license_app_submitted']:
return 'Licensing'
if recruit['prov_exam_status'] == 'Passed' or recruit['prov_exam_booked'] or recruit['qual_exam_status'] == 'Passed':
return 'Prov Exam'
if recruit['iba_status'] == 'Approved' and not recruit['whatsapp_invite_sent']:
return 'WhatsApp Invite'
if recruit['iba_status'] == 'Approved' and not recruit['pol_account_logged_in']:
return 'App Login'
if recruit['qual_exam_status'] == 'Failed' or all(recruit[f'{week}_{day}_attended'] for week in ('w1', 'w2') for day in ('sat', 'sun')):
return 'Qual Exam'
if recruit['llqp_class_date'] and recruit['llqp_class_date'] <= report_date().isoformat():
return 'LLQP Class'
if recruit['llqp_registered']:
return 'LLQP Registered'
return 'IBA Pending'
def render_weekly_email(rvp: str, recruits: list[dict], *, as_of: date | None = None) -> tuple[str, str, str]:
"""Return subject, plain text and a 600px HTML email with inline styles."""
as_of = as_of or report_date()
subject = f'Weekly recruit status · {as_of.isoformat()}'
lines = [f'Weekly recruit status for {rvp}', f'Week of {as_of.isoformat()}', '', f'{len(recruits)} recruits', '']
cards = []
for recruit in recruits:
name = f"{recruit['first_name']} {recruit['last_name']}"
stage = recruit_stage(recruit)
attendance = sum(bool(recruit[f'{week}_{day}_attended']) for week in ('w1', 'w2') for day in ('sat', 'sun'))
details = [
('IBA', recruit['iba_status']),
('Class', f'{attendance}/4 days'),
('Qual exam', recruit['qual_exam_status']),
('Prov exam', recruit['prov_exam_status']),
('Life license', recruit['license_app_status']),
('Reimbursement', recruit['reimbursement_status'] if recruit['reimbursement_submitted'] else 'Not requested'),
]
lines.append(f'{name} — {stage}')
lines.append(' ' + ' · '.join(f'{label}: {value}' for label, value in details))
lines.append('')
detail_html = ''.join(
f'| {escape(label)} | '
f'{escape(str(value))} |
'
for label, value in details
)
cards.append(
''
''
''
f'{escape(name)}
'
f'{escape(stage)}'
' | | '
f''
' | |
'
)
if not cards:
cards.append('| No recruits are currently assigned. |
')
html = (
''
''
''
''
''
''
'PRIMERICA RECRUIT TRACKER'
'Weekly Recruit Status'
f'{escape(rvp)} · Week of {as_of.isoformat()}'
' | '
f'| {len(recruits)} recruit{"s" if len(recruits) != 1 else ""} in your pipeline | '
'| '
' | |
'
)
return subject, '\n'.join(lines), html
def send_weekly_email(recipient: str, subject: str, plain: str, html: str) -> None:
"""Send a multipart alternative message through the configured TLS mailbox."""
host = os.environ.get('LIC_SMTP_HOST')
username = os.environ.get('LIC_SMTP_USERNAME')
password = os.environ.get('LIC_SMTP_PASSWORD')
sender = os.environ.get('LIC_SMTP_FROM') or username
if not all((host, username, password, sender)):
raise RuntimeError('Email sending is not configured.')
port = int(os.environ.get('LIC_SMTP_PORT', '465'))
message = EmailMessage()
message['From'] = sender
message['To'] = recipient
message['Subject'] = subject
message.set_content(plain)
message.add_alternative(html, subtype='html')
with smtplib.SMTP_SSL(host, port, context=ssl.create_default_context(), timeout=15) as smtp:
smtp.login(username, password)
smtp.send_message(message)