class sfdc():
def __init__(self, options):
self.options = options
self.sf = Salesforce(username=options["username"],
password=options["password"],
security_token=options["token"])
def getRecords(self, query):
self.query = query
print "Searching SFDC for %s" % self.query
self.contacts = []
self.accounts = []
self.users = []
self.leads = []
results = self.sf.quick_search(self.query)
if not results:
return False
for record in results:
if record['attributes']['type'] == 'Contact':
self.contacts.append(self.sf.Contact.get(record["Id"]))
elif record['attributes']['type'] == 'User':
self.users.append(self.sf.User.get(record["Id"]))
elif record['attributes']['type'] == 'Account':
self.accounts.append(self.sf.Account.get(record["Id"]))
elif record['attributes']['type'] == 'Lead':
self.leads.append(self.sf.Lead.get(record["Id"]))
return True
# sf.Contact.create({'LastName':'Smith','Email':'*****@*****.**'})
# sf.Contact.create({'LastName':'Smith','Email':'*****@*****.**'})
# contact = sf.Contact.get('0038A00000YfgVEQAZ')
# contact = sf.Contact.get_by_custom_id('My_Custom_ID__c', '22')
# sfresult = sf.Contact.update('0038A00000YfgVEQAZ',{'LastName': 'Jones', 'FirstName': 'John'})
# sfresult = 204 (succeded, no content)
# sf.Contact.delete('0038A00000YfgVEQAZ')
# result = sf.Contact.create(
# {'Email':attendee['profile']['email']+"3",
# 'FirstName':attendee['profile']['first_name']+"3",
# 'LastName':attendee['profile']['last_name']+"3",
# 'Title':attendee['profile']['job_title']+"3"})
# contactID = result['id']
# result = sf.Opportunity.create({'AccountId':"", 'npsp__Primary_Contact__c':contactID, 'EventbriteSync__Buyer__c':contactID, 'amount':attendee['costs']['gross']['major_value'], 'StageName':'posted', 'CloseDate':attendee['created'], 'CampaignId':campaignID, 'Order_Number__c':attendee['order_id'], 'Ticket_Type__c':attendee['ticket_class_name'], 'RecordTypeId':'012f4000000JdASAA0', 'Name':'tempName'})
# print(result)
# sf.Payment.create({})
# result = sf.Opportunity.create({'AccountId':'0017h00000XpNWPAA3', 'npsp__Primary_Contact__c':'0037h00000RkN8TAAV', 'EventbriteSync__Buyer__c':'0037h00000RkN8TAAV', 'StageName':'posted', 'CloseDate':"2021-03-25T19:23:04Z", 'CampaignId':'7017h000000xOe6AAE', 'Order_Number__c':'1686870425', 'Ticket_Type__c':"Nonmember Ticket", 'RecordTypeId':'012f4000000JdASAA0', 'Name':'tempName', 'amount':'20.00'})
# print(result)
# opID = result['id']
# result = sf.npe01__OppPayment__c.create({'npe01__Opportunity__c':opID, 'npe01__Paid__c':True, 'Payment_Contact__c':'0038A00000ZVhpbQAD', 'Ready_for_Invoice__c':True, 'npe01__Payment_Amount__c':'50.00'})
#print(result)
# sfCM = sf.query("SELECT Id FROM CampaignMember WHERE Eventbrite_Attendee_ID__c = '{ebAttendee}'".format(ebEventID=attendee['event_id']))
searchterm = "Mobile Loaves & Fishes, Inc."
qs = sf.quick_search(format_soql("{{Mobile Loaves & Fishes, Inc.}}"))
print(qs)
class SFAccess:
session = None
instance = None
def __init__(self, settings):
self.sf_user = settings["sfUser"]
self.sf_pswd = settings["sfPsw"]
self.sf_token = settings["sfToken"]
def login(self):
self.sf = Salesforce(username=self.sf_user,
password=self.sf_pswd,
security_token=self.sf_token)
# these can be stored and reused for faster authentication
self.instance = self.sf.sf_instance
self.session = self.sf.session_id
def quick_search(self, name):
return self.sf.quick_search(name)
@gen.coroutine
def get_report(self, report_id=None):
if report_id is not None:
# check if we have logged in
if self.session is None:
self.login()
# do the call
http_client = AsyncHTTPClient()
future = http_client.fetch(
"https://%s/services/data/v34.0/analytics/reports/%s" % (self.instance, report_id),
headers={
"Authorization": "Bearer %s" % self.session}
)
result = yield future
# result here brings whole report and you need to decode it then
# https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_factmap_example.htm
data = json.loads(result.body.decode("utf-8"))
return data
else:
raise ValueError("You must provide report_id")
@gen.coroutine
def get_utilisation_report(self, report_id):
data = yield self.get_report(report_id)
# getting useful date range dictionary
date_range_dict = get_time_range(data)
# getting employee names and keys
employee_key_dict = get_employee_names(data)
# getting final report
final_report = create_final_util_report(raw_report=data,
time_dict=date_range_dict,
employee_dict=employee_key_dict)
return final_report
@gen.coroutine
def get_billability_report(self, report_id):
data = yield self.get_report(report_id)
# getting useful date range dictionary
date_range_dict = get_time_range(data)
# getting employee names and keys
employee_key_dict = get_employee_names(data)
# getting final report
final_report = create_final_billability_report(raw_report=data,
time_dict=date_range_dict,
employee_dict=employee_key_dict)
return final_report
@gen.coroutine
def get_billability_groupings_report(self, report_id):
data = yield self.get_report(report_id)
# getting useful date range dictionary
date_range_dict = get_time_range(data)
# getting final report
groups = get_groups(data)
final_report = create_sub_totals_report(raw_report=data,
time_dict=date_range_dict,
group_dict=groups)
return final_report
class SFAccess:
session = None
instance = None
def __init__(self, settings):
self.sf_user = settings["sfUser"]
self.sf_pswd = settings["sfPsw"]
self.sf_token = settings["sfToken"]
def login(self):
self.sf = Salesforce(username=self.sf_user,
password=self.sf_pswd,
security_token=self.sf_token)
# these can be stored and reused for faster authentication
self.instance = self.sf.sf_instance
self.session = self.sf.session_id
def quick_search(self, name):
return self.sf.quick_search(name)
@gen.coroutine
def get_report(self, report_id=None):
if report_id is not None:
# check if we have logged in
if self.session is None:
self.login()
# do the call
http_client = AsyncHTTPClient()
future = http_client.fetch(
"https://%s/services/data/v34.0/analytics/reports/%s" %
(self.instance, report_id),
headers={"Authorization": "Bearer %s" % self.session})
result = yield future
# result here brings whole report and you need to decode it then
# https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_factmap_example.htm
data = json.loads(result.body.decode("utf-8"))
return data
else:
raise ValueError("You must provide report_id")
@gen.coroutine
def get_utilisation_report(self, report_id):
data = yield self.get_report(report_id)
# getting useful date range dictionary
date_range_dict = get_time_range(data)
# getting employee names and keys
employee_key_dict = get_employee_names(data)
# getting final report
final_report = create_final_util_report(
raw_report=data,
time_dict=date_range_dict,
employee_dict=employee_key_dict)
return final_report
@gen.coroutine
def get_billability_report(self, report_id):
data = yield self.get_report(report_id)
# getting useful date range dictionary
date_range_dict = get_time_range(data)
# getting employee names and keys
employee_key_dict = get_employee_names(data)
# getting final report
final_report = create_final_billability_report(
raw_report=data,
time_dict=date_range_dict,
employee_dict=employee_key_dict)
return final_report
@gen.coroutine
def get_billability_groupings_report(self, report_id):
data = yield self.get_report(report_id)
# getting useful date range dictionary
date_range_dict = get_time_range(data)
# getting final report
groups = get_groups(data)
final_report = create_sub_totals_report(raw_report=data,
time_dict=date_range_dict,
group_dict=groups)
return final_report
