RealtyTrac-Migration-Steps.md

1. Find a RealtyTrac home

• RT homes will have a home datum with source, realtytrac
• The RT home datum must have an rt_property_id value AND a "success" in the datasources column (e.g., {"realtytrac": {"date": "2019-06-28T17:44:05.262Z", "status": "success"}})
• Things to note:
  • Does the home also have a SiteX home datum? If so, simply delete the SiteX home datum (as well as any SiteX AVMs and Loans)
  • Does the home have a CMA? If so, make note of the system_generated, updated, amount, and diff values, as these will determine what happens to the CMA post-migration (see step 3).

2. Migrate the RealtyTrac home to SiteX

• Open rails console
• Plug the home ID into the following command and run:

  MigrateRealtyTracHomes.new.migrate_home(home_id)

3. Check the home post-migration

• Assuming SiteX was able to find a match, the home should now have at least a SiteX home datum. If SiteX could find any, the home should also have a SiteX AVM and SiteX loans.
• The home should also have a HomeAnswer with question: 'realtyTracMigration' and response: 'UNANSWERED'
• If the home had a CMA before-hand:
  • If the CMA was from more than 1 year ago, it should've been deleted.
  • If the CMA was system-generated (an auto-CMA), it should've been deleted.
  • Otherwise, the CMA diff should be updated to be the CMA amount minus the SiteX AVM amount.

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How to make a home into a RT home:

• Either in Rails console or in Postico, duplicate a SiteX home datum and change the following values:
  • source
    • change from sitex to realtytrac
  • datasources
    • change from {"sitex": {"date": "2019-06-28T17:44:05.262Z", "status": "success"}} to {"realtytrac": {"date": "2019-06-28T17:44:05.262Z", "status": "success"}} (the date doesn't matter)
  • rt_property_id
    • using the RealtyTrac API (creds in 1Password), find the @PropertyParcelID_ext value by searching by address. Copy that value into the rt_property_id column.
• Save that home datum
• Open Loopback console
• Plug the home ID into the following command and run:
  • Home.updateExternalData(home_id);

A couple helpful lines for rails c

h = Home.find_by(_id: '58c336565ec89c00047f2edf')

# Find the agent CMAs
h.avms.agent_cmas_only