계약 관리 데이터 템플릿

/*
 This is a configuration guide for building the extraction report in the Icertis Reporting Module UI.
 Icertis reports are configured through a graphical interface, not a script.
 Create a single composite report that generates one row for each of the following activity blocks.
 The common fields should be mapped for every block.

 Common Field Mappings:
 - ContractId: Map to 'Contract Agreement'.'ID' or 'Contract Number'
 - OwnerDepartment: Map to 'Contract Agreement'.'Owning Department'
 - ContractType: Map to 'Contract Agreement'.'Agreement Type'
 - ContractStatus: Map to 'Contract Agreement'.'Status'
 - ContractValue: Map to 'Contract Agreement'.'Contract Value' or 'Total Value'
*/

// Block 1: Contract Request Initiated
{
  "ActivityName": "Contract Request Initiated",
  "EventTime": "'Contract Agreement'.'Request Date'",
  "ActivityOwner": "'Contract Agreement'.'Created By'"
}

// Block 2: Contract Drafted
{
  "ActivityName": "Contract Drafted",
  "EventTime": "'Primary Agreement Document'.'Created On'",
  "ActivityOwner": "'Primary Agreement Document'.'Created By'"
}

// Block 3: Internal Review Started
{
  "ActivityName": "Internal Review Started",
  "EventTime": "'Approval Workflow'.'Workflow Start Date'",
  "ActivityOwner": "'Contract Agreement'.'Owner'"
}

// Block 4: Legal Review Conducted
{
  "ActivityName": "Legal Review Conducted",
  "EventTime": "'Legal Review Task'.'Completion Date'",
  "ActivityOwner": "'Legal Review Task'.'Assigned To'"
}

// Block 5: Contract Redlined Or Revised
{
  "ActivityName": "Contract Redlined Or Revised",
  "EventTime": "'Agreement Document Version'.'Created On'",
  "ActivityOwner": "'Agreement Document Version'.'Created By'"
}

// Block 6: Internal Approvals Obtained
{
  "ActivityName": "Internal Approvals Obtained",
  "EventTime": "'Approval Workflow'.'Workflow End Date'",
  "ActivityOwner": "'Approval Workflow'.'Last Approver'",
  "FilterCondition": "'Approval Workflow'.'Status' = 'Approved'"
}

// Block 7: Counterparty Negotiation Started
{
  "ActivityName": "Counterparty Negotiation Started",
  "EventTime": "'Contract Agreement'.'Negotiation Start Date'",
  "ActivityOwner": "'Contract Agreement'.'Owner'"
}

// Block 8: Counterparty Approval Received
{
  "ActivityName": "Counterparty Approval Received",
  "EventTime": "'Contract Agreement'.'Counterparty Approval Date'",
  "ActivityOwner": "'Contract Agreement'.'Owner'"
}

// Block 9: Contract Sent For Signature
{
  "ActivityName": "Contract Sent For Signature",
  "EventTime": "'E-Signature Package'.'Sent Date'",
  "ActivityOwner": "'E-Signature Package'.'Sent By'"
}

// Block 10: Contract Executed
{
  "ActivityName": "Contract Executed",
  "EventTime": "'Contract Agreement'.'Execution Date'",
  "ActivityOwner": "'Contract Agreement'.'Owner'"
}

// Block 11: Obligations Monitoring Activated
{
  "ActivityName": "Obligations Monitoring Activated",
  "EventTime": "'Obligation'.'Activation Date'",
  "ActivityOwner": "'Obligation'.'Owner'"
}

// Block 12: Amendment Initiated
{
  "ActivityName": "Amendment Initiated",
  "EventTime": "'Amendment Agreement'.'Request Date'",
  "ActivityOwner": "'Amendment Agreement'.'Created By'"
}

// Block 13: Contract Renewed
{
  "ActivityName": "Contract Renewed",
  "EventTime": "'Contract Agreement'.'Renewal Date'",
  "ActivityOwner": "'Contract Agreement'.'Owner'"
}

// Block 14: Contract Terminated Or Expired
{
  "ActivityName": "Contract Terminated Or Expired",
  "EventTime": "COALESCE('Contract Agreement'.'Termination Date', 'Contract Agreement'.'Expiry Date')",
  "ActivityOwner": "'Contract Agreement'.'Owner'"
}

import requests
import pandas as pd
import json
from datetime import datetime

class=class="hl-string">"hl-comment"># --- Configuration: Update these placeholders --- #
ICERTIS_BASE_URL = class="hl-string">"https://[your-instance].icertis.com"
API_CLIENT_ID = class="hl-string">"[Your_Client_ID]"
API_CLIENT_SECRET = class="hl-string">"[Your_Client_Secret]"
class=class="hl-string">"hl-comment"># Date range for extraction (YYYY-MM-DD)
START_DATE = class="hl-string">"2023-01-01"
END_DATE = class="hl-string">"2023-12-31"

class=class="hl-string">"hl-comment"># --- Main Extraction Logic --- #

def get_access_token():
    class="hl-string">"""Authenticates with Icertis and returns an access token."""
    class=class="hl-string">"hl-comment"># This is a representative authentication flow. Refer to Icertis documentation.
    auth_url = fclass="hl-string">"{ICERTIS_BASE_URL}/api/v1/oauth/client-credentials/token"
    payload = {
        class="hl-string">'grant_type': class="hl-string">'client_credentials',
        class="hl-string">'client_id': API_CLIENT_ID,
        class="hl-string">'client_secret': API_CLIENT_SECRET
    }
    try:
        response = requests.post(auth_url, data=payload)
        response.raise_for_status()
        return response.json().get(class="hl-string">'access_token')
    except requests.exceptions.RequestException as e:
        print(fclass="hl-string">"Error authenticating: {e}")
        return None

def extract_icertis_data():
    class="hl-string">"""Main function to extract, transform, and save contract data."""
    access_token = get_access_token()
    if not access_token:
        print(class="hl-string">"Could not retrieve access token. Exiting.")
        return

    headers = {class="hl-string">'Authorization': fclass="hl-string">'Bearer {access_token}'}
    event_log = []

    class=class="hl-string">"hl-comment"># 1. Fetch all contracts within the date range
    contracts_url = fclass="hl-string">"{ICERTIS_BASE_URL}/api/v1/contracts?search_created_date_from={START_DATE}&search_created_date_to={END_DATE}"
    all_contracts = []

    while contracts_url:
        try:
            response = requests.get(contracts_url, headers=headers)
            response.raise_for_status()
            data = response.json()
            all_contracts.extend(data.get(class="hl-string">'results', []))
            contracts_url = data.get(class="hl-string">'nextLink') class=class="hl-string">"hl-comment"># Handle pagination
        except requests.exceptions.RequestException as e:
            print(fclass="hl-string">"Error fetching contracts: {e}")
            break

    print(fclass="hl-string">"Found {len(all_contracts)} contracts to process.")

    class=class="hl-string">"hl-comment"># 2. For each contract, fetch its history
    for contract in all_contracts:
        contract_id = contract.get(class="hl-string">'id')
        contract_type = contract.get(class="hl-string">'contractType', {}).get(class="hl-string">'name')
        contract_status = contract.get(class="hl-string">'status', {}).get(class="hl-string">'name')
        contract_value = contract.get(class="hl-string">'monetaryValue')

        if not contract_id:
            continue

        history_url = fclass="hl-string">"{ICERTIS_BASE_URL}/api/v1/contracts/{contract_id}/history"
        try:
            history_response = requests.get(history_url, headers=headers)
            history_response.raise_for_status()
            history_items = history_response.json().get(class="hl-string">'results', [])
        except requests.exceptions.RequestException as e:
            print(fclass="hl-string">"Error fetching history for contract {contract_id}: {e}")
            continue

        class=class="hl-string">"hl-comment"># 3. Map history events to activities
        for event in history_items:
            activity_name = None
            event_time = event.get(class="hl-string">'timestamp')
            activity_owner = event.get(class="hl-string">'user', {}).get(class="hl-string">'name')
            owner_department = event.get(class="hl-string">'user', {}).get(class="hl-string">'department') class=class="hl-string">"hl-comment"># Placeholder field
            description = event.get(class="hl-string">'description', class="hl-string">'').lower()
            event_type = event.get(class="hl-string">'eventType', class="hl-string">'').lower()
            
            class=class="hl-string">"hl-comment"># --- Activity Mapping Logic --- #
            if class="hl-string">'request initiated' in description or class="hl-string">'created' in event_type:
                activity_name = class="hl-string">'Contract Request Initiated'
            elif (class="hl-string">'document uploaded' in description or class="hl-string">'draft created' in description) and event.get(class="hl-string">'version') == 1:
                 activity_name = class="hl-string">'Contract Drafted'
            elif class="hl-string">'status changed to' in description and class="hl-string">'internal review' in description:
                activity_name = class="hl-string">'Internal Review Started'
            elif class="hl-string">'task completed' in event_type and class="hl-string">'legal review' in description:
                activity_name = class="hl-string">'Legal Review Conducted'
            elif class="hl-string">'new version created' in description or class="hl-string">'document revised' in description:
                activity_name = class="hl-string">'Contract Redlined Or Revised'
            elif class="hl-string">'status changed to' in description and class="hl-string">'internally approved' in description:
                activity_name = class="hl-string">'Internal Approvals Obtained'
            elif class="hl-string">'status changed to' in description and class="hl-string">'in negotiation' in description:
                activity_name = class="hl-string">'Counterparty Negotiation Started'
            elif class="hl-string">'status changed to' in description and class="hl-string">'counterparty approved' in description:
                activity_name = class="hl-string">'Counterparty Approval Received'
            elif class="hl-string">'sent for signature' in description:
                activity_name = class="hl-string">'Contract Sent For Signature'
            elif class="hl-string">'status changed to' in description and class="hl-string">'executed' in description:
                activity_name = class="hl-string">'Contract Executed'
            elif class="hl-string">'obligations activated' in description:
                activity_name = class="hl-string">'Obligations Monitoring Activated'
            elif class="hl-string">'amendment initiated' in description or class="hl-string">'amendment created' in description:
                activity_name = class="hl-string">'Amendment Initiated'
            elif class="hl-string">'renewed' in event_type:
                activity_name = class="hl-string">'Contract Renewed'
            elif class="hl-string">'status changed to' in description and (class="hl-string">'terminated' in description or class="hl-string">'expired' in description):
                activity_name = class="hl-string">'Contract Terminated Or Expired'

            if activity_name:
                event_log.append({
                    class="hl-string">'ContractId': contract_id,
                    class="hl-string">'ActivityName': activity_name,
                    class="hl-string">'EventTime': event_time,
                    class="hl-string">'EndTime': event_time, class=class="hl-string">"hl-comment"># For point-in-time events, EndTime is the same as EventTime
                    class="hl-string">'ActivityOwner': activity_owner,
                    class="hl-string">'OwnerDepartment': owner_department,
                    class="hl-string">'ContractType': contract_type,
                    class="hl-string">'ContractStatus': contract_status,
                    class="hl-string">'ContractValue': contract_value
                })
    
    class=class="hl-string">"hl-comment"># 4. Create and save the event log
    if not event_log:
        print(class="hl-string">"No events were extracted. The output file will be empty.")
        return

    df = pd.DataFrame(event_log)
    df[class="hl-string">'EventTime'] = pd.to_datetime(df[class="hl-string">'EventTime'])
    df[class="hl-string">'EndTime'] = pd.to_datetime(df[class="hl-string">'EndTime'])
    df.sort_values(by=[class="hl-string">'ContractId', class="hl-string">'EventTime'], inplace=True)

    output_filename = class="hl-string">'icertis_contract_event_log.csv'
    df.to_csv(output_filename, index=False, date_format=class="hl-string">'%Y-%m-%dT%H:%M:%S.%f%z')
    print(fclass="hl-string">"Extraction complete. Event log saved to {output_filename}")

if __name__ == class="hl-string">"__main__":
    extract_icertis_data()