manage-accounts.yml

- name: Reset variables
  set_fact:
    tsk_gid: 0
    batch_data: []
    title_prefix: "({{ customer_name }}) - ({{ csv_index+1 }}/{{ num_ops }})"

# Loop through project_tasks looking for a matching task name that matches the global customer name
- name: Opp {{ title_prefix }} - check to see if the task ({{ customer_name }}) already exists
  vars:
    _query: "[? name==`{{ customer_name }}`].gid | [0]"
  set_fact:
    tsk_gid: "{{ project_tasks.json.data | to_json | from_json | json_query(_query) }}"

- name: Opp {{ title_prefix }} - print tsk_gid
  debug:
    msg: "Existing task found: {{ tsk_gid }}"
  when: tsk_gid | int > 0

# Match the gid of the asana templates to clone (TMP-ACCOUNT)
- name: Opp {{ title_prefix }} - match the gid for the Asana template to clone
  block:
  - name: Opp {{ title_prefix }} - set asana_task_template(Account)
    set_fact:
      asana_task_template: "{{ asana_template_tasks['Account'] }}"
    when: tsk_gid | int == 0
  rescue:
    - name: Opp {{ title_prefix }} - set asana_task_template to (Account)
      set_fact:
        asana_task_template: "{{ asana_template_tasks['Account'] }}"

- name: Opp {{ title_prefix }} - print asana_task_template
  debug:
    var: asana_task_template
    verbosity: 2
  when: tsk_gid | int == 0

# Clone the asana_task_template with all of the subtasks preloaded
- name: Opp {{ title_prefix }} - cloning asana_task_template({{ asana_task_template }})
  uri:
    url: "{{ asana_api }}/tasks/{{ asana_task_template }}/duplicate"
    headers:
      Authorization: "{{ asana_token }}"
    method: POST
    body:
      data:
        include:
        - attachments
        - dependencies
        - notes
        - assignee
        - parent
        - projects
        - subtasks
        - notes
        - tags
        name: "{{ customer_name }}"
    body_format: json
    validate_certs: "{{ validate_certs }}"
    status_code: 200,201
  when: tsk_gid | int == 0
  register: cloned_task

# Set tsk_gid to the newly cloned task
- name: Opp {{ title_prefix }} - set tsk_gid of new task
  set_fact:
    tsk_gid: "{{ cloned_task.json.data.new_task.gid }}"
  when: tsk_gid | int == 0

- name: Opp {{ title_prefix }} - print tsk_gid
  debug:
    var: tsk_gid
    verbosity: 2

# Match the gid of the asana section (Commit, Best Case, Pipeline, Closed)
- name: Opp {{ title_prefix }} - set section_gid to Accounts
  set_fact:
    section_gid: "{{ asana_sections['Accounts'] }}"

- name: Opp {{ title_prefix }} - print section_gid
  debug:
    var: section_gid
    verbosity: 2

- name: Opp {{ title_prefix }} - create dictionary based on updates and custom fields
  set_fact:
    update_tasks_data:
      custom_fields:
        # custom text fields
        '1182531335993465': "{{ opp_owner }}" # AE (Global)
        '1200113936496375': "https://redhat.my.salesforce.com/{{ account_id }}" # SFDC Link (Global)
      # reset the task name in case it was changed
      # name: "{{ customer_name }}"
      notes: |
          Opportunity Owner: {{ opp_owner }}

- name: Opp {{ title_prefix }} - add appropriate section data to batch data
  set_fact:
    batch_data: "{{ batch_data + [{'relative_path':'/sections/' + section_gid + '/addTask', 'method':'POST', 'data': {'task': tsk_gid} } ] }}"

- name: Opp {{ title_prefix }} - add opp updates to batch data
  set_fact:
    batch_data: "{{ batch_data + [{'relative_path':'/tasks/' + tsk_gid + '', 'method':'PUT', 'data': update_tasks_data } ] }}"

- name: Opp {{ title_prefix }} - performing bulk update of opp
  uri:
    url: "{{ asana_api }}/batch"
    headers:
      Authorization: "{{ asana_token }}"
    method: POST
    body:
      data:
        actions:
          "{{ batch_data }}"
    body_format: json
    validate_certs: "{{ validate_certs }}"
    status_code: 200,201
  register: batch_results