Bb import scripts by haneslinger · Pull Request #87 · SEED-platform/py-seed

haneslinger · 2026-01-08T21:37:22Z

No description provided.

Copilot

Pull request overview

This PR extends the pyseed client to support additional SEED API endpoints related to Portfolio Manager meter downloads and organization access-level imports, and adjusts Portfolio Manager report downloading to save to a caller-provided filepath.

Changes:

Added new SEED API endpoint mappings for Portfolio Manager meter download and organization access-level name/instance import flows.
Updated download_pm_report to save directly to a provided filepath instead of creating its own reports/ output path.
Added new SeedClient helper methods for uploading meter datafiles, downloading meter exports from Portfolio Manager, and updating organization access-level names/instances.

Reviewed changes

Copilot reviewed 2 out of 2 changed files in this pull request and generated 8 comments.

File	Description
`pyseed/seed_client_base.py`	Adds new URL mappings for Portfolio Manager meter download and org access-level import endpoints.
`pyseed/seed_client.py`	Updates PM report download behavior and adds new helper methods for meters import/download and org access-level updates.

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+    def retrieve_portfolio_manager_meters(
+        self,
+        username: str,
+        password: str,
+        pm_property_ids: list[str],
+        start_date: date,
+        endtime_date: date,
+        save_file_name: Path,
+    ) -> dict:
+        """Connect to portfolio manager and download an individual meters data in Excel format
+
+        Args:
+            username (str): ESPM login username
+            password (str): ESPM password
+            pm_property_ids (list(str)): property whoms meters to download
+            start_date (date): start_date from meter readings
+            endtime_date (date): end_date from meter readings
+            save_file_name (Path): Location to save the file, preferably an absolute path
+
+        Returns:
+            dict: Did the file download?
+        """
+        if save_file_name.exists():
+            raise Exception(f"Save filename already exists, save to a new file name: {save_file_name}")
+
+        response = self.client.post(
+            "portfolio_manager_meter_download",
+            json={
+                "username": username,
+                "password": password,
+                "property_ids": pm_property_ids,
+                "start_date": start_date.strftime("%m/%d/%Y"),
+                "end_date": endtime_date.strftime("%m/%d/%Y"),
+            },
+        )
+        result = {"status": "error"}
+        # save the file to the location that was passed
+        # note that the data are returned directly (the ESPM URL directly downloads the file)
+        if isinstance(response, bytes):
+            with open(save_file_name, "wb") as f:
+                f.write(response)
+                result["status"] = "success"
+        return result


+    def update_organizations_access_level_names(self, access_level_names: list[str]) -> list:
+        return self.client.post(
+            endpoint="update_org_access_level_names",
+            json={"access_level_names": access_level_names},
+            url_args={"PK": self.client.org_id},
+        )
+
+    def update_organizations_access_level_instances(self, file: str):
+        # upload file
+        with open(file, "rb") as f:
+            response = self.client.put(
+                None,
+                required_pk=False,
+                url_args={"PK": self.client.org_id},
+                endpoint="upload_org_access_level_instances_file",
+                files={
+                    "file": (
+                        file,
+                        f,
+                        "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+                    ),
+                },
+            )
+
+        if not response["success"]:
+            raise ValueError("could not upload access level instances")
+
+        # start saving  the file
+        response = self.client.post(
+            endpoint="start_org_access_level_instances_file_save",
+            url_args={"PK": self.client.org_id},
+            json={"filename": response["tempfile"]},
+        )
+        progress_key = response.get("progress_key", None)
+
+        # wait until save is complete
+        result = self.track_progress_result(progress_key)
+
+        return result


+        """Connect to portfolio manager and download an individual meters data in Excel format
+
+        Args:
+            username (str): ESPM login username
+            password (str): ESPM password
+            pm_property_ids (list(str)): property whoms meters to download
+            start_date (date): start_date from meter readings
+            endtime_date (date): end_date from meter readings


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Updates `actions/checkout` from 4 to 5 - [Release notes](https://github.com/actions/checkout/releases) - [Changelog](https://github.com/actions/checkout/blob/main/CHANGELOG.md) - [Commits](actions/checkout@v4...v5) Updates `actions/download-artifact` from 4 to 5 - [Release notes](https://github.com/actions/download-artifact/releases) - [Commits](actions/download-artifact@v4...v5) --- updated-dependencies: - dependency-name: actions/checkout dependency-version: '5' dependency-type: direct:production update-type: version-update:semver-major dependency-group: actions-deps - dependency-name: actions/download-artifact dependency-version: '5' dependency-type: direct:production update-type: version-update:semver-major dependency-group: actions-deps ... 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Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com> * deps: bump the prod-deps group with 2 updates (#78) Bumps the prod-deps group with 2 updates: [pytest](https://github.com/pytest-dev/pytest) and [tox](https://github.com/tox-dev/tox). 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Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com> Co-authored-by: Nicholas Long <nicholas.long@nrel.gov> * deps: bump the prod-deps group across 1 directory with 2 updates (#80) Bumps the prod-deps group with 2 updates in the / directory: [mypy](https://github.com/python/mypy) and [pytest-cov](https://github.com/pytest-dev/pytest-cov). Updates `mypy` from 1.17.1 to 1.18.1 - [Changelog](https://github.com/python/mypy/blob/master/CHANGELOG.md) - [Commits](python/mypy@v1.17.1...v1.18.1) Updates `pytest-cov` from 6.2.1 to 7.0.0 - [Changelog](https://github.com/pytest-dev/pytest-cov/blob/master/CHANGELOG.rst) - [Commits](pytest-dev/pytest-cov@v6.2.1...v7.0.0) --- updated-dependencies: - dependency-name: mypy dependency-version: 1.18.1 dependency-type: direct:production update-type: version-update:semver-minor dependency-group: prod-deps - dependency-name: pytest-cov dependency-version: 7.0.0 dependency-type: direct:production update-type: version-update:semver-major dependency-group: prod-deps ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com> * Add element create (#86) * Fix meter import and Add property filtering * Add element create * Format * Format * add test * precommit * Apply suggestions from code review Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> --------- Co-authored-by: Katherine Fleming <2205659+kflemin@users.noreply.github.com> Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> * bump version and update copyrights and names (#88) * Bb import scripts (#87) * Fix meter import and Add property filtering * Add endpoints for bb scripts * Tox * Potential fix for pull request finding Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com> * Potential fix for pull request finding Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com> * Potential fix for pull request finding Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com> * Potential fix for pull request finding Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com> * Potential fix for pull request finding Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com> * adding test --------- Co-authored-by: Katherine Fleming <2205659+kflemin@users.noreply.github.com> Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com> --------- Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: Nicholas Long <1907354+nllong@users.noreply.github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com> Co-authored-by: Nicholas Long <nicholas.long@nrel.gov> Co-authored-by: Hannah Eslinger <hannah.eslinger@nlr.gov> Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>

haneslinger and others added 4 commits January 6, 2025 11:07

Fix meter import and Add property filtering

ef58db5

Add endpoints for bb scripts

e8491b0

Tox

5615c4f

Merge branch 'develop' into BB-import-scripts

ea03321

kflemin requested a review from Copilot April 17, 2026 17:11

Copilot started reviewing on behalf of kflemin April 17, 2026 17:11 View session

Copilot AI reviewed Apr 17, 2026

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kflemin and others added 6 commits April 17, 2026 11:17

Potential fix for pull request finding

5699ee6

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Potential fix for pull request finding

34d2d6c

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Potential fix for pull request finding

f3e550a

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Potential fix for pull request finding

052e917

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Potential fix for pull request finding

171ceb3

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adding test

28ef853

kflemin merged commit 3bc4457 into develop Apr 21, 2026
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kflemin deleted the BB-import-scripts branch April 21, 2026 18:06

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Bb import scripts#87

Bb import scripts#87
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