DouglasElliman & other scripts

CustomerNotes/Aiim.md

@@ -26,5 +26,14 @@ Workflows Demo
 * Service Hub is a HUBSPOT product 
 * She got stuck on a workflow 
 * CIP Exam, it should trigger for all learners not just a specific one
-    * But she is getting a trigger for "enter UID" which she doesn't want to do. 
+    * But she is getting a trigger for "enter UID" which she doesn't want to do
     * This should be for everyone. 
+
+## 11/08/2022
+### Monthly Sync with Georgina
+* Setup an incredible workflow in Hubspot
+    * NP activation link
+    * Dropped into Hubspot > goes in contact field 
+* Wants to explore gamification and badging 
+* Self gratification 
+* Wants to mimic duolingo 

CustomerNotes/G2.md

@@ -96,7 +96,7 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
 * But Winter reports are coming soon around the G2 Reporting Course 
 * Make sure the script is run to remove people from G2 group! 
 
-## 10/24/2022
+## 10/24/2022o
 ### Weekly Check in
 * Katlin's numbers/metrics presentation was really good
 * Everyone super impressed with numbers 
@@ -140,3 +140,16 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
 * Erin saw a certificate webinar - "How to build out a certificate program?"
     * Mentioned having an interactive quizzes that are more than just True/False.  
 * Should we add a quiz at the activity with the most or least amount of engagement? 
+
+## 11/07/2022
+### Erin is now the main POC for the Academy
+* New email going out this week for the academy
+* Wants to keep an eye on the numbers
+* Northpass analytics workflow:
+    * She tries to check daily - quick glimpse
+    * School Activity
+    * Course Progress 
+    * Course Popularity
+* Goal for today: finish all the quizzes for the Profile Performance and Lead Management. 
+* Something that's difficult: Each section has limited information so you can only create so many questions per section, goal of 3 questions per section. 
+* She likes how easy it is to change the questions. 

CustomerNotes/HappyCulture.md

@@ -20,5 +20,5 @@
 
 * How are they going to change their business model?
     * 2k per head, minimum 10 people clients
-    * Break that 2k into small chunks and charge x * 10 or x*20 depending on the number of people
+    * Break that 2k into small chunks and charge x * 10 or *20 depending on the number of people
 

CustomerNotes/Papa.md

@@ -126,3 +126,38 @@ Okta SSO - Ted, Security Team
 * Tedd is sending the correct information at the first email, but upon the second email, he is sending this SAML stuff, and the wrong email is being sent. 
 * Kaitlyn to write  up what Tedd needs to do to get the correct email. 
 
+## 11/07/2022
+### Weekly Monday Sync
+* Lizzy's items:
+    * First and foremost - SSO - will Lizzy/Kaitlyn's plan work? It should!
+    * Anyone who is deactivated according to Northpass will not be able to login unless they are reactivated
+    * Kaitlyn suggests we just delete everyone 
+    * This way we can start totally fresh with these users
+    * Users without an SSO UID have never been activated or entered Northpass 
+    * Active, current users will not be affected at all. 
+    * Lizzy is referencing a few "one offs" whose training material is now in a different account? ie. Carmen Macias 
+    * Criteria for deletion: Deactivated with no SSO UID 
+* For new people, do we have to wait for their activation to add them to a group? 
+* You could add them on Friday and add them to their group upon invitation.
+* There is a high "no show" rate, so they need to be added that Monday of the first class. 
+* If these no-shows are removed from Okta, they will be removed from Northpass and/or inable to access Northpass. 
+* Pre-adding them to the group just takes away an extra step on Monday, because when they activate on Monday, they will just slot into their pre-created group. 
+ 
+### Chapin & Shala from Pal Onboading 
+* Pal Onboaring might be a black box/grey area of who owns it
+* Chapin works in Pal Engagement 
+* Shala, VP of Marketplace and Ops (Chapin reports to Shala)
+* Fill rates, engagement, etc is all under their purview. 
+* Pals have a webapp for onboarding training and then a mobile app 
+* Most Pal notifications are via email. 
+* Lizzy had given an update/presentation about Northpass at their ops meeting
+    * This is for the Visit Success team
+    * They fulfill Pals Visits 
+* This generated some interest from various teams, such as the above. 
+
+### Mini/Becca Care Center items
+* Stef Owens, sowens@papa.com, Group: New Hire 10/31, Course 6.1 & 6.2
+    * What she is not seeing - some course updates 
+    * She is going in through Okta, entering Northpass, and clicking "Learner Mode"
+* Some new course versions and various items are not updating to her end. 
+* Publishing continues to be confusing for Becca

CustomerNotes/SwiftMedical.md

@@ -78,11 +78,12 @@ Kayla personal email: klambie@sympatico.ca
     * Check whether a certificate is expired and then have them retake the course
     * These are bonuses to their existing experience
     
-* [ ] Separate Page with Completed Courses
-* [ ] Retake Course button leads to certificate pdf
-* [ ] Retake Course > View Certificate
-* [ ] Most/all Courses are 1 year expirations - all will be same length
-* [ ] Learner completes course with milestone, after 1 year, recert course becomes availble
+* [X] Separate Page with Completed Courses
+* [X] Retake Course button leads to certificate pdf
+* [X] Retake Course > View Certificate
+* [X] Most/all Courses are 1 year expirations - all will be same length
+* [X] Learner completes course with milestone, after 1 year, recert course becomes availble
 
     * Last thing: VP of clinical brought up - how easy is it to make content accessible to a group for a sub group?
 
+

CustomerNotes/Walmart.md

@@ -65,4 +65,24 @@
 ## 10/26/2022
 ### Weekly Content Sync
 * Krystal needs to pull down some content and resources due to recent legistlation. 
-* 
+
+## 11/07/2022
+### Free Form Courses & Changing the End of Course Screen
+* Free Form Courses:
+    * Good news! The drivers are referring back to the resources (which is what we wanted)
+    * Bad News! They have to start from the beginning to find their resources. 
+    * Will free form courses mess up the end of course screen?
+* Once they are on the last activity, if there is no EOC screen, where should they go? 
+* Charlie: should the screen "hey, you have new resources available!" exist? 
+* Charlie: They could end up on the course overview page once they complete the resource, so they can review some courses. 
+* Charlie: Scenario: activity 2 out of 3, they hit next, see activity 3, hit continue, they go to the cover page and see that activity 2 and 3 are complete, but 1 aren't. 
+* The text ones with many activities need to be figured out. 
+* Krystal meets with them twice a week, so this needs to happen ASAP. 
+* Charlie promised to mock up two experience before the end of the week so that Krystal can share with the team. 
+* Two functionalities:
+    * 1.Continue buttons _always_ goes back to the course overview page so drivers can select a new activity
+    * 2.End of Course screen is skipped and people go back to the cover page at the end - OR - go back to resources home. 
+* Other feedback? 
+    * Yes, video reosurces are not playing nicely with iOS. 
+    * After the video is over, it takes over the entire screen and is hard to exit. 
+

Scripts/API_Notes/SampleNotes/Flink.md

@@ -137,7 +137,7 @@ Other Hot topics in the Netherlands:
 * Needs info on events
 * Upcoming on the global level
 
-## 9/22/2022 
+## 09/22/2022 
 * Banner Width smaller 
 * Mobile view search bar becomes too short - Phone view 
 * Chevron Carousel is okay for many courses
@@ -174,7 +174,26 @@ These are new notes to test an update function
     * Item 4
 * Item Item
 
-|----
+## 11/07/2022
+### Meeting Heading: Topics for discussion
+* This is an item
+* This is another item
+* Here are some things that need to be done:
+    * Item 1
+    * Item 2
+    * Item 3
+* Discussion points
+* More discussion points
+
+### New Heading 
+This is more text 
+This is yet again more text but longer
+* To do item
+* To Three item
+
+
+
+
 ## Tasks
 
 - [X] Need to Hide some courses for an offline assesment
@@ -219,3 +238,5 @@ Figma file questions
 They need more training and enablement  They will follow up for Figma files and setting those up for design
 ,[Name](2022-10-17_name.md)
 
+    notes = notes.read()
+

Scripts/API_Notes/conf_functionsonly.py

@@ -1,10 +1,11 @@
 import io 
+from datetime import date
 import markdown 
 from re import search 
 import re
 # import pypandoc and/or panflute
 
-rootdir = "/Users/normrasmussen/Documents/Northpass/CustomerNotes/"
+rootdir = "/Users/normrasmussen/Documents/Northpass/Scripts/API_Notes/SampleNotes/"
 #meetingstart = "##"
 #meetingend = "##"
 #rx = r'{}.*?{}'.format(re.escape(meetingstart), re.escape(meetingend))
@@ -18,29 +19,26 @@ def findheadings():
                 headingsarray.append(headings)
         print(headingsarray)
    
-def pullnotes():
-    date1 = "!*!"
-    #"[0-9]{1,2}\/[0-9]{1,2}\/[0-9]{4}"
-    date2 = "!@#"
-    #"[0-9]{1,2}\/[0-9]{1,2}\/[0-9]{4}"
-    #range = r'{}.*?{}'.format(re.escape(date1), re.escape(date2))
-    with open(rootdir + "G2/G2.md", "r") as myfile:
-        file = myfile.read()
-        print(file[file.find(date1)+len(date1):file.rfind(date2)])
-        #print(chunk)
-
-def pullnotes2():
-    inRecordingMode = False
-    file = "rootdir + Talkspace/Talkspace.md"
-    for line in file:
-        if not inRecordingMode:
-            if line.startswith(r'\d+/\d+/\d'):
-                inRecordingMode = True
-        elif line.startswith(r'\d+/\d+/\d'):
-            inRecordingMode = False
-        else:
-            yield line
+# From StackOverflow:
+def noteSections(rootdir):   
+    today = date.today()
+    today = today.strftime("%m/%d/%Y")
+    dateregex = "^[0-9]{1,2}\\/[0-9]{1,2}\\/[0-9]{4}$"
+    with open(rootdir+"Flink.md", "r") as f:
+        notes_flag = False
+        notes = ''
+        for line in f:
+            if line.startswith(f"## {today}"):
+                notes_flag = True
+            elif notes_flag:
+                notes += line
+                if not line.strip(): break
+    mdConvert(rootdir, notes)
 
+def mdConvert(rootdir, notes):
+    conversion = markdown.markdown(notes)
+    print(notes)
 
 if __name__ == "__main__":
-    pullnotes()
+    noteSections(rootdir)
+

Scripts/API_Tests/assignCoursetoGroups.py

@@ -0,0 +1,100 @@
+import requests
+
+apiKey = "Bknf8kidbluRfcKu3m3lKoxS8"
+groups = [
+        "Armonk", 
+        "Babylon",
+        "Bayside",
+        "Bedford",
+        "Cutchogue",
+        "East Hampton",
+        "East Setauket",
+        "Executive",
+        "Farmingville",
+        "Franklin Square",
+        "Garden City",
+        "Great Neck",
+        "Greenport",
+        "Hampton Bays",
+        "Hamptons",
+        "Huntington",
+        "Huntington Station",
+        "Katonah",
+        "Locust Valley",
+        "Long Beach",
+        "Long Island",
+        "Long Island City",
+        "Manhasset",
+        "Manhattan",
+        "Massapequa Park",
+        "Mattituck",
+        "Merrick",
+        "Montauk",
+        "New Hyde Park",
+        "New York",
+        "North Fork",
+        "Ocean Beach",
+        "Plainview",
+        "Port Washington",
+        "Queens",
+        "Quogue",
+        "Rockville Centre",
+        "Roslyn",
+        "Sag Harbor",
+        "Sayville",
+        "Scarsdale",
+        "Sea Cliff",
+        "Smithtown",
+        "Southampton",
+        "Syosset",
+        "Westchester",
+        "Westhampton Beach"
+    ]
+
+def findgroupIDs(apiKey, groups):
+    groupuuids = []
+    badGroups = []
+    for group in groups:
+        url = "https://api.northpass.com/v2/groups?filter[name][eq]="
+        headers = {
+                "accept": "application/json",
+                "X-Api-Key": apiKey
+                }
+        response = requests.get(url + group, headers=headers)
+        response = response.json()
+        try:
+            response = response["data"][0]["id"]
+            groupuuids.append(response)
+        except:
+            badGroups.append(group)
+        finally:
+            pass
+    #print(badGroups)
+    #print(groupuuids)
+    assignCourse(apiKey,url, groupuuids)
+
+def assignCourse(apiKey, url, groupuuids):
+    for group in groupuuids:
+        try: 
+            url = f"https://api.northpass.com/v2/groups/{group}/relationships/courses"
+            courseuuid = "10e9b174-cbad-4caa-b0ff-1a7338f2345a"
+            headers = {
+                "accept": "application/json",
+                "content-type": "application/json",
+                "X-Api-Key": apiKey
+            }
+            payload = {"data": [
+            {
+                "type": "courses",
+                "id": courseuuid
+            }
+        ]}
+            print(f"Group {group} successfully accepted the course")
+            response = requests.post(url, json=payload, headers=headers)
+        except:
+            print(f"Group {group} does not have that course, yet")
+        finally:
+            pass
+
+if __name__ == "__main__":
+    findgroupIDs(apiKey, groups)

Scripts/API_Tests/getuuid_from_email.py

@@ -0,0 +1,39 @@
+import requests
+
+baseUrlname = "https://api.northpass.com/v2/people?filter[name][eq]="
+baseUrlemail = "https://api.northpass.com/v2/people?filter[email][eq]="
+apiKey = "JRDpCGQ7vSRiva6t5OkWDr5eJ" #This is for G2
+
+def getfromName(baseUrlname, apiKey):
+    name = "Adam Nelson"
+    url = baseUrlname + f"{name}"
+    headers = {
+        "accept": "*/*",
+        "x-api-key": apiKey,
+        "content-type": "application/json",
+    }
+    response = requests.get(url, headers=headers)
+    response = response.json()
+    print(response)
+    uuid = response["data"][0]["id"]
+    print("Learner ID:" )
+    print(uuid)
+
+def getfromEmail(baseUrlemail, apiKey):
+    email = "norm+g2test@northpass.com"
+    #email = "aaron.rodgers@corpay.com"
+    url = baseUrlemail + f"{email}"
+    headers = {
+        "accept": "*/*",
+        "x-api-key": apiKey,
+        "content-type": "application/json",
+    }
+    response = requests.get(url, headers=headers)
+    response = response.json()
+    print(response)
+    uuid = response["data"][0]["id"]
+    print("Learner ID:" )
+
+if __name__ == "__main__":
+    getfromEmail(baseUrlemail, apiKey)
+    #getfromName(baseUrl, apiKey)

Scripts/G2_Unenroll/fix_unenroll.py

@@ -0,0 +1,51 @@
+import requests
+import os
+from datetime import date 
+import pandas as pd 
+
+basecsv = "/Users/normrasmussen/Documents/Northpass/Scripts/G2_Unenroll/g2mca.csv"
+
+def mainFunc(basecsv):
+    readData = pd.read_csv(
+            basecsv,
+            index_col=False,
+            )
+    try:
+        readData.loc[
+        readData['Course Name'].isin(['G2 Profile Anatomy'])]
+        try:
+            readData.loc[
+                readData['Course Name'].isin('Profile Performance & Lead Management')]
+        except:
+            print("Profile Course Failed")
+            try:
+                readData.loc[
+                   readData['Course Name'].isin('Review Tracking & Brand Building')]
+            except:
+                print("Review Course Failed")
+                try:
+                    readData.loc[
+                        readData['Course Name'].isin('The Review Rundown')]
+                    extractedList = readData.loc[
+                            readData['Attempt Start'].isnull(), 
+                                'Learner Name'].tolist()
+                    print(extractedList)
+                except:
+                    print("Review Rundown failed")
+            #            newList = [*set(extractedList)]
+        #findUuids(newList, readData)
+    except:
+        print("Not Working")
+
+#def findUuids(newList, readData):
+#    try:
+#        for name in newList:
+#            uuidList = readData.loc[
+#                        readData['Learner Name'] == name), 
+#                        'uuid'.tolist()]
+#            print(uuidList)
+#    except:
+#        print("An error occured")
+
+if __name__ == "__main__":
+    mainFunc(basecsv)

Todos.md

@@ -10,3 +10,10 @@
 * [ ] (Talkspace) [10/27/2022]  Pull report of all users in NPP with activated/deactived status 
 * [ ] (Wildhealth) [10/31/2022]  Pass PTO information onto Brian so he knows about the support tickets from Baeleigh & WildHealth.
 * [ ] (Wildhealth) [10/31/2022]  Update Branding on WPG - Abby to send new logo and Norm to figure out colors/branding for styling. 
+* [ ] (Aiim) [11/08/2022]  Send DV Accredible Interface with Badging and Certs. Aiim uses accredible. 
+* [ ] (Aiim) [11/08/2022]  Create a QBR report for next month's meeting. Analytics, product info. Review usage, etc. 
+* [ ] (Amyris) [11/08/2022] Setup Quarterly Looker Pull of MCA to be sent to Nicole. Year to Date, MCA. Next one in January. 
+* [ ] (SwiftMedical) [11/08/2022]  Create Tabs & categories on catalog page - deciding on design. 
+* [ ] (Talkspace) [11/08/2022]  If a course a is at 100% and is a 1099 course, remove from dashboard 
+* [ ] (Talkspace) [11/08/2022]  Remove Footer Completely no Dash no LPs
+* [ ] (Talkspace) [11/08/2022]  Add Training@talkspace.com to footer