Work Order Automation

Table of Contents

• Project Overview
• Key Features
• Prerequisites
• File Structure
• How to Use
• Next Steps
• Contributing
• License
• Contact

Project Overview

This project automates work order management by integrating Asana and Google Drive APIs. It streamlines task creation, updates, and organization, ensuring efficient workflows at FX Industries.

Key Features

1. Asana Integration

• Fetches tasks from Asana's QUOTED JOBS section.
• Updates and moves tasks between stages (Staging to QUOTED JOBS).

2. Google Drive Integration

• Locates and duplicates work order templates.
• Populates templates with task data, pulls new work order numbers, and organizes files into folders based on client name and date.
• Automatically generates and prints new work orders.

3. Security

• .env file securely stores API keys.
• Sensitive files are excluded from version control via .gitignore.

Prerequisites

1. Environment Setup

• Python 3.8+ is required.
• Use a virtual environment (venv) for dependencies:

  python3 -m venv env
  source env/bin/activate

2. Dependencies

• Install the required packages by running:

  pip install -r requirements.txt

3. API Credentials

Asana API

1. Register an application at Asana Developers.
2. Save the following credentials in .env:

   ASANA_CLIENT_ID=<your_client_id>
   ASANA_CLIENT_SECRET=<your_client_secret>
   ASANA_REDIRECT_URI=http://localhost:8081
   

Google Drive API

1. Enable the Google Drive API in the Google Cloud Console.
2. Download client_secret_<project_id>.json and save it in the config/secrets/ directory.
3. Add this to .env:

   GOOGLE_APPLICATION_CREDENTIALS=config/secrets/client_secret_<project_id>.json
   

4. Secure Sensitive Files

Add the following entries to .gitignore:

.env
config/secrets/asana_token.json
config/secrets/client_secret_<project_id>.json
token.json

File Structure

project-root/
|-- config/
|   |-- secrets/
|       |-- asana_token.json       # Asana OAuth tokens
|       |-- client_secret_<id>.json # Google API credentials
|-- scripts/
|   |-- asana_authenticate.py  # Handles Asana OAuth
|   |-- main_workflow.py       # Main script orchestrating workflow
|   |-- folder_management.py   # Google Drive folder management
|   |-- google_docs_api.py     # Template population logic
|-- data/
|   |-- asana_auth_code.txt    # Asana authentication code
|-- tests/
|   |-- test_asana_api.py
|   |-- test_env.py
|-- .env                       # Environment variables
|-- requirements.txt           # Python dependencies
|-- README.md                  # Project documentation

How to Use

1. Authenticate with APIs

Asana

Run the following script to authenticate with Asana and store the token:

python scripts/asana_authenticate.py

Google Drive

Ensure GOOGLE_APPLICATION_CREDENTIALS is set in .env. The first API call will prompt you to authenticate.

2. Execute Workflow

Run the main script to automate the workflow:

python scripts/main_workflow.py

3. Debugging

• Logs: Check logs for errors or debugging information.
• Common Issues:
  • Missing dependencies: Run pip install -r requirements.txt.
  • API authentication errors: Reauthenticate and verify tokens.

Next Steps

• Implement token refresh logic for both APIs.
• Enhance error handling with detailed logs and retries.
• Add unit tests for individual modules.

Contributing

1. Fork the repository.
2. Create a feature branch:

   git checkout -b feature-name

3. Commit your changes:

   git commit -m 'Add feature'

4. Push to the branch:

   git push origin feature-name

5. Open a pull request.

License

This project is licensed under the MIT License. See the LICENSE file for details.

Contact

Developer: John DuCrest
Email: john@fxindustries.net