bissell-wrike-python/QUICKSTART.md

# Quick Start Guide

## Choose Your Tool

### Option 1: Simple Batch Import (wrike_import.py)

**Best for:** One-time imports, manual runs, testing

```bash
# Install
pip install requests

# Run
python wrike_import.py /path/to/json/files/

# That's it! Files processed and moved to Processed/
```

---

### Option 2: Real-time Monitor Service (wrike_monitor.py)

**Best for:** Production, 24/7 monitoring, automatic processing

```bash
# Install
pip install -r requirements.txt

# Configure (edit these lines in wrike_monitor.py):
# Line 41: HOT_FOLDER = Path("your/input/folder")
# Line 42: PROCESSED_FOLDER = Path("your/processed/folder")
# Line 52: WRIKE_SPACE_ID = "your_space_id"
# Line 79: REPORT_EMAILS = ["your@email.com"]

# Run locally for testing
python wrike_monitor.py

# Deploy as service (see INSTALLATION.md)
```

---

## Configuration Quick Reference

### wrike_monitor.py - Key Settings

| Setting | Line | Description |
|---------|------|-------------|
| `HOT_FOLDER` | 41 | Input folder to watch |
| `PROCESSED_FOLDER` | 42 | Where processed files go |
| `FAILED_FOLDER` | 43 | Where failed files go |
| `REPORTS_DIR` | 44 | Where reports are saved |
| `WRIKE_TOKEN` | 49 | Your Wrike API token |
| `WRIKE_SPACE_ID` | 52 | Target Wrike space ID |
| `WRIKE_SPACE_NAME` | 53 | Space name (for logs) |
| `REPORT_EMAILS` | 79 | Who gets daily reports |
| `DAILY_REPORT_TIME` | 84 | When to send report (24h format) |
| `CLEANUP_PROCESSED_HOURS` | 98 | Delete processed files after X hours |
| `PERIODIC_SCAN_INTERVAL` | 88 | How often to scan for missed files |

### Custom Field IDs (Lines 57-68)

Update these if you're using a different Wrike space with different custom field IDs.

---

## Example Workflows

### Workflow 1: Local Testing

```bash
# 1. Create test folder
mkdir -p ~/wrike-test/json_files

# 2. Edit wrike_monitor.py
# Set HOT_FOLDER = Path("/Users/yourname/wrike-test/json_files")

# 3. Run monitor
python wrike_monitor.py

# 4. Drop JSON files into json_files/
# Watch them get processed automatically!
```

### Workflow 2: Production Deployment

```bash
# 1. Configure paths for production in wrike_monitor.py
# 2. Copy to server
scp wrike_monitor.py wrike-monitor.service server:/root/wrike-import/

# 3. SSH to server and install service
ssh server
sudo cp /root/wrike-import/wrike-monitor.service /etc/systemd/system/
sudo systemctl daemon-reload
sudo systemctl enable wrike-monitor
sudo systemctl start wrike-monitor

# 4. Monitor logs
sudo journalctl -u wrike-monitor -f

# 5. Get daily reports at 7PM via email!
```

### Workflow 3: Batch Import Existing Files

```bash
# Use wrike_import.py for one-time batch
python wrike_import.py /path/to/existing/json/files/

# All files processed and moved to Processed/
# Switch to wrike_monitor.py for ongoing monitoring
```

---

## Testing Checklist

Before deploying to production:

- [ ] Test with sample JSON files locally
- [ ] Verify folders/projects created correctly in Wrike
- [ ] Check duplicate detection works (reprocess same file)
- [ ] Confirm files move to Processed/ folder
- [ ] Test failed file handling (drop invalid JSON)
- [ ] Verify email settings (check inbox at report time)
- [ ] Review custom field IDs match your space
- [ ] Test with production paths (but staging space first!)

---

## Common Configuration Scenarios

### Scenario: Multiple Environments

Create separate config files:

```python
# wrike_monitor_staging.py - points to Staging space
# wrike_monitor_production.py - points to LGL Team space
```

Or use environment variables:

```python
import os
WRIKE_SPACE_ID = os.environ.get('WRIKE_SPACE_ID', 'MQAAAABpz7l_')
```

### Scenario: Different Report Times

```python
# Morning report at 9AM
DAILY_REPORT_TIME = "09:00"

# Multiple reports per day - use schedule in setup_daily_reporting():
schedule.every().day.at("09:00").do(self.generate_daily_report)
schedule.every().day.at("17:00").do(self.generate_daily_report)
schedule.every().day.at("19:00").do(self.generate_daily_report)
```

### Scenario: Longer File Retention

```python
# Keep processed files for 7 days instead of 24 hours
CLEANUP_PROCESSED_HOURS = 168  # 7 days * 24 hours
```

---

## Troubleshooting Quick Fixes

### Files not being processed
```bash
# Check folder permissions
chmod 777 /your/input/folder

# Check if monitor is running
ps aux | grep wrike_monitor
```

### Duplicates being created
- Sequential processing is enabled (BATCH_SIZE=1, MAX_WORKERS=1)
- Caches persist during runtime
- Restart service if caches get stale: `sudo systemctl restart wrike-monitor`

### Email not sending
- Check SMTP credentials in Config
- Test manually: send test email from server
- Check firewall allows SMTP port 587

### High memory usage
- Reduce BATCH_SIZE (line 82)
- Increase PERIODIC_SCAN_INTERVAL (line 88)
- Clear old logs: `rm /PRODUCTION/WRIKE_LOGS/*.log.old`

---

## Getting Space IDs

```bash
# Get all spaces
curl -X GET "https://www.wrike.com/api/v4/spaces" \
  -H "Authorization: Bearer YOUR_TOKEN"

# Find your space and copy the ID
```

## Getting Custom Field IDs

```bash
# Get all custom fields
curl -X GET "https://www.wrike.com/api/v4/customfields" \
  -H "Authorization: Bearer YOUR_TOKEN"

# Update CUSTOM_FIELDS in Config with your IDs
```

---

**Need Help?** Check the main [README.md](README.md) for detailed documentation.