tomgranot/hubspot-admin-skills/reassign-deactivated-owners

# CORRECT - returns deactivated/archived owners
requests.get(f"{BASE}/crm/v3/owners", headers=headers,
             params={"limit": 500, "archived": "true"})
# DEFAULT - returns only active owners
requests.get(f"{BASE}/crm/v3/owners", headers=headers,
             params={"limit": 500})

"""
Before State: Identify deactivated owners and their contact/company counts.
"""
import os
import csv
import time
import requests
from dotenv import load_dotenv
load_dotenv()
TOKEN = os.environ["HUBSPOT_ACCESS_TOKEN"]
BASE = "https://api.hubapi.com"
headers = {
    "Authorization": f"Bearer {TOKEN}",
    "Content-Type": "application/json",
}
# --- Step 1: Get all owners (active + deactivated) ---
print("Fetching owners...")
# Active owners
resp_active = requests.get(
    f"{BASE}/crm/v3/owners", headers=headers, params={"limit": 500},
)
resp_active.raise_for_status()
active_owners = resp_active.json().get("results", [])
# CRITICAL: Use archived=true for deactivated owners
resp_archived = requests.get(
    f"{BASE}/crm/v3/owners", headers=headers,
    params={"limit": 500, "archived": "true"},
)
resp_archived.raise_for_status()
deactivated_owners = resp_archived.json().get("results", [])
print(f"Active owners: {len(active_owners)}")
print(f"Deactivated owners: {len(deactivated_owners)}")
print("\nActive owners:")
for o in active_owners:
    print(f"  {o.get('firstName', '')} {o.get('lastName', '')} "
          f"({o.get('email', '')}) -- ID: {o['id']}")
print("\nDeactivated owners:")
for o in deactivated_owners:
    print(f"  {o.get('firstName', '')} {o.get('lastName', '')} "
          f"({o.get('email', '')}) -- ID: {o['id']}")
# --- Step 2: Count contacts per deactivated owner ---
print("\nCounting contacts per deactivated owner...")
url = f"{BASE}/crm/v3/objects/contacts/search"
deactivated_contact_data = {}
total_deactivated_contacts = 0
for o in deactivated_owners:
    owner_id = o["id"]
    name = f"{o.get('firstName', '')} {o.get('lastName', '')}"
    resp = requests.post(url, headers=headers, json={
        "filterGroups": [{"filters": [
            {"propertyName": "hubspot_owner_id", "operator": "EQ",
             "value": str(owner_id)},
        ]}],
        "limit": 1,
    })
    if resp.status_code == 200:
        count = resp.json().get("total", 0)
        deactivated_contact_data[name] = {
            "id": owner_id, "email": o.get("email", ""), "contacts": count,
        }
        total_deactivated_contacts += count
        if count > 0:
            print(f"  {name}: {count} contacts")
    time.sleep(0.1)
print(f"\nTotal contacts owned by deactivated users: {total_deactivated_contacts}")
# --- Step 3: Count unassigned contacts ---
print("\nCounting unassigned contacts (no owner)...")
resp_no_owner = requests.post(url, headers=headers, json={
    "filterGroups": [{"filters": [
        {"propertyName": "hubspot_owner_id", "operator": "NOT_HAS_PROPERTY"},
    ]}],
    "limit": 1,
})
resp_no_owner.raise_for_status()
unassigned_contacts = resp_no_owner.json().get("total", 0)
print(f"Unassigned contacts: {unassigned_contacts}")
# --- Step 4: Count companies per deactivated owner ---
print("\nCounting companies per deactivated owner...")
comp_url = f"{BASE}/crm/v3/objects/companies/search"
total_deactivated_companies = 0
for o in deactivated_owners:
    owner_id = o["id"]
    name = f"{o.get('firstName', '')} {o.get('lastName', '')}"
    resp = requests.post(comp_url, headers=headers, json={
        "filterGroups": [{"filters": [
            {"propertyName": "hubspot_owner_id", "operator": "EQ",
             "value": str(owner_id)},
        ]}],
        "limit": 1,
    })
    if resp.status_code == 200:
        count = resp.json().get("total", 0)
        total_deactivated_companies += count
        if count > 0:
            print(f"  {name}: {count} companies")
    time.sleep(0.1)
print(f"\nTotal companies owned by deactivated users: {total_deactivated_companies}")
# --- Step 5: Save CSV audit log ---
os.makedirs("data/audit-logs", exist_ok=True)
csv_path = "data/audit-logs/ownership-summary.csv"
with open(csv_path, "w", newline="") as f:
    writer = csv.DictWriter(f, fieldnames=[
        "owner_name", "owner_id", "email", "status", "contacts", "companies",
    ])
    writer.writeheader()
    for o in deactivated_owners:
        name = f"{o.get('firstName', '')} {o.get('lastName', '')}"
        data = deactivated_contact_data.get(name, {})
        writer.writerow({
            "owner_name": name,
            "owner_id": o["id"],
            "email": o.get("email", ""),
            "status": "deactivated",
            "contacts": data.get("contacts", 0),
            "companies": 0,  # Would need per-owner company count
        })
    for o in active_owners:
        name = f"{o.get('firstName', '')} {o.get('lastName', '')}"
        writer.writerow({
            "owner_name": name,
            "owner_id": o["id"],
            "email": o.get("email", ""),
            "status": "active",
            "contacts": "",
            "companies": "",
        })
print(f"\nAudit CSV saved: {csv_path}")

# Territory analysis: lifecycle + industry breakdown per owner
for o in deactivated_owners:
    owner_id = o["id"]
    name = f"{o.get('firstName', '')} {o.get('lastName', '')}"
    print(f"\n--- Portfolio: {name} ---")
    # Lifecycle breakdown
    for stage in ["customer", "opportunity", "salesqualifiedlead",
                   "marketingqualifiedlead", "lead", "subscriber"]:
        resp = requests.post(url, headers=headers, json={
            "filterGroups": [{"filters": [
                {"propertyName": "hubspot_owner_id", "operator": "EQ",
                 "value": str(owner_id)},
                {"propertyName": "lifecyclestage", "operator": "EQ",
                 "value": stage},
            ]}],
            "limit": 1,
        })
        if resp.status_code == 200:
            count = resp.json().get("total", 0)
            if count > 0:
                print(f"  {stage}: {count}")
        time.sleep(0.1)

"""
Execute: Batch-reassign contacts from deactivated owners.
"""
import time
import requests
# Target owner ID (get from user after Before State)
TARGET_OWNER_ID = "REPLACE_WITH_TARGET_OWNER_ID"
def get_contact_ids_for_owner(owner_id, limit=100):
    """
    Get contact IDs for a given owner using pagination.
    HubSpot search API caps at 10K results per query.
    For larger sets, the caller should loop until no more
    contacts remain for this owner.
    """
    contact_ids = []
    after = None
    while True:
        payload = {
            "filterGroups": [{"filters": [
                {"propertyName": "hubspot_owner_id", "operator": "EQ",
                 "value": str(owner_id)},
            ]}],
            "properties": ["email"],
            "limit": limit,
        }
        if after:
            payload["after"] = after
        resp = requests.post(
            f"{BASE}/crm/v3/objects/contacts/search",
            headers=headers, json=payload,
        )
        if resp.status_code == 400:
            # Hit the 10K search limit -- return what we have
            break
        resp.raise_for_status()
        data = resp.json()
        results = data.get("results", [])
        if not results:
            break
        contact_ids.extend(c["id"] for c in results)