def saveHsptContacts(user_id=None, company_id=None, leadList=None):
try:
for newLead in leadList:
newLead = vars(newLead)['_field_values']
hspt_id = str(newLead['vid'])
#print 'gs id is ' + str(hspt_id)
#hspt_sfdc_id = str(newLead['sfdcLeadId']) # check if there is a corresponding lead from SFDC
hspt_sfdc_id = None
if 'salesforceleadid' in newLead['properties']:
hspt_sfdc_id = str(newLead['properties']['salesforceleadid']) # temp fix by satya till SFDC ID field in Hubspot is discovered
#addThisList = True
existingLeadSfdc = None
existingLead = None
existingLead = Lead.objects(Q(company_id=company_id) & Q(hspt_id=hspt_id)).first()
if existingLead is not None and 'hspt' in existingLead.leads: # we found this lead already in the DB
Lead.objects(Q(company_id=company_id) & Q(hspt_id=hspt_id)).update(leads__hspt=newLead)
# if 'hspt' in existingLead.lists:
# currentLists = existingLead.lists['mkto']
# for i in range(len(currentLists)):
# if currentLists[i]['id'] == newList['id']: # check if this activity already exists in the lead dict
# addThisList = False
# if addThisList == True:
# currentLists.append(newList)
# existingLead.update(lists__mkto=currentLists)
# else:
# currentLists = []
# currentLists.append(newList)
# existingLead.update(lists__mkto=currentLists)
elif existingLead is None: # this lead does not exist
if hspt_sfdc_id is not None: # but has a SFDC lead id
print 'found lead with SFDC ID ' + str(hspt_sfdc_id)
existingLeadSfdc = Lead.objects(Q(company_id=company_id) & Q(leads__sfdc__Id=hspt_sfdc_id)).first()
if existingLeadSfdc is not None: # we found a SFDC lead record which is matched to this new Mkto lead
existingLeadSfdc.hspt_id = hspt_id
existingLeadSfdc.leads['hspt'] = newLead
existingLeadSfdc.save()
# currentLists = []
# currentLists.append(newList)
# existingLeadSfdc.update(lists__mkto=currentLists)
if existingLeadSfdc is None and existingLead is None: # no matches found so save new record
lead = Lead()
lead.hspt_id = hspt_id
lead.company_id = company_id
lead.leads["hspt"] = newLead
lead.save()
# currentLists = []
# currentLists.append(newList)
# lead.update(lists__mkto=currentLists)
except Exception as e:
send_notification(dict(type='error', success=False, message=str(e)))
def saveSfdcOpportunitiesToMaster(user_id=None, company_id=None, job_id=None, run_type=None):
#job_id = ObjectId("56a3f89f8afb003c13a59e26")
if run_type == 'initial':
opps = TempData.objects(Q(company_id=company_id) & Q(record_type='opportunity') & Q(source_system='sfdc') & Q(job_id=job_id) ).only('source_record') #& Q(job_id=job_id)
contacts = TempData.objects(Q(company_id=company_id) & Q(record_type='contact') & Q(source_system='sfdc') & Q(job_id=job_id) ).only('source_record') #& Q(job_id=job_id)
else:
opps = TempDataDelta.objects(Q(company_id=company_id) & Q(record_type='opportunity') & Q(source_system='sfdc') & Q(job_id=job_id) ).only('source_record') #& Q(job_id=job_id)
contacts = TempDataDelta.objects(Q(company_id=company_id) & Q(record_type='contact') & Q(source_system='sfdc') & Q(job_id=job_id) ).only('source_record') #& Q(job_id=job_id)
oppListTemp = list(opps)
oppList = [i['source_record'] for i in oppListTemp]
contactListTemp = list(contacts)
contactList = [i['source_record'] for i in contactListTemp]
try:
allOpps = oppList #['records']
# below code copied from contacts.tasks
for newContact in contactList: #['records']:
if 'OpportunityContactRoles' not in newContact or newContact['OpportunityContactRoles'] is None: # if this contact has no opportunities
continue # move to next contact
# company_id = request.user.company_id
sfdc_account_id = None
thisLeadsOppsIds = newContact['OpportunityContactRoles']['records']
thisLeadsOpps = []
for opp in thisLeadsOppsIds: #loop through all the Opp records in the Contact record
print 'trying for opp with id ' + str(opp['OpportunityId'])
thisOpp = next((x for x in allOpps if x['Id'] == opp['OpportunityId']), None) # if this opp is found in the list of opps retrieved separately
if thisOpp is not None: # if found
print 'found this opp'
sfdc_account_id = thisOpp['AccountId']
thisLeadsOpps.append(thisOpp) #add it
sfdc_contact_Id = str(newContact['Id'])
print 'contact id is ' + sfdc_contact_Id
# sfdc_mkto_id = str(newLead['sfdcLeadId']) #check if there is a corresponding lead from MKTO
existingLeadMkto = None
existingLeadSfdc = None
existingLeadHspt = None
existingContact = Lead.objects(Q(company_id=company_id) & Q(sfdc_contact_id=sfdc_contact_Id)).first()
if existingContact is not None: # we found this contact already in the DB
print ' eC is not none'
if 'sfdc' not in existingContact.opportunities:
opportunities = {}
opportunities['sfdc'] = []
opportunities['sfdc'].extend(thisLeadsOpps)
existingContact.update(opportunities__sfdc = opportunities['sfdc'])
existingContact.update(sfdc_account_id = sfdc_account_id)
print 'just updated acct id 1'
else:
for newOpp in thisLeadsOpps:
print ' nefre get'
if not any (e.get('Id', None) == newOpp['Id'] for e in existingContact.opportunities['sfdc']): # does an opportunity with this Id already exist
opportunities = existingContact.opportunities['sfdc']
opportunities.append(newOpp)
existingContact.sfdc_account_id = sfdc_account_id
# save this opportunity
existingContact.update(opportunities__sfdc = opportunities)
existingContact.update(sfdc_account_id = sfdc_account_id)
print 'just updated acct id 2'
else: #this opp already exists
for i in range(len(existingContact.opportunities['sfdc'])):
if existingContact.opportunities['sfdc'][i]['Id'] == newOpp['Id']:
existingContact.opportunities['sfdc'][i] = newOpp
existingContact.sfdc_account_id = sfdc_account_id
existingContact.save()
print 'just updated acct id 3'
elif existingContact is None: # this lead does not exist
print ' eC is much none'
existingLeadSfdc = Lead.objects(Q(company_id=company_id) & Q(leads__sfdc__ConvertedContactId=sfdc_contact_Id)).first()
if existingLeadSfdc is not None:
if 'sfdc' not in existingLeadSfdc.opportunities:
opportunities = {}
opportunities['sfdc'] = []
opportunities['sfdc'].extend(thisLeadsOpps)
existingLeadSfdc.update(opportunities__sfdc = opportunities['sfdc'])
existingLeadSfdc.update(sfdc_account_id = sfdc_account_id)
print 'just updated acct id 4'
else:
for newOpp in thisLeadsOpps:
if not any (e.get('Id', None) == newOpp['Id'] for e in existingLeadSfdc.opportunities['sfdc']): # does an opportunity with this Id already exist
opportunities = existingLeadSfdc.opportunities['sfdc']
opportunities.append(newOpp)
# save this opportunity
existingLeadSfdc.update(opportunities__sfdc = opportunities)
existingLeadSfdc.update(sfdc_account_id = sfdc_account_id)
print 'just updated acct id 5'
else: #this opp already exists
for i in range(len(existingLeadSfdc.opportunities['sfdc'])):
if existingLeadSfdc.opportunities['sfdc'][i]['Id'] == newOpp['Id']:
existingLeadSfdc.opportunities['sfdc'][i] = newOpp
existingLeadSfdc.sfdc_account_id = sfdc_account_id
existingLeadSfdc.save()
print 'just updated acct id 6'
else:
existingLeadMkto = Lead.objects(Q(company_id=company_id) & Q(leads__mkto__sfdcContactId=sfdc_contact_Id)).first()
if existingLeadMkto is not None: # we found a MKto lead record which is matched to this new Sfdc lead
if 'sfdc' not in existingLeadMkto.opportunities:
opportunities = {}
opportunities['sfdc'] = []
opportunities['sfdc'].extend(thisLeadsOpps)
existingLeadMkto.update(opportunities__sfdc = opportunities['sfdc'])
existingLeadMkto.update(sfdc_account_id = sfdc_account_id)
else:
for newOpp in thisLeadsOpps:
if not any (e.get('Id', None) == newOpp['Id'] for e in existingLeadMkto.opportunities['sfdc']): # does an opportunity with this Id already exist
opportunities = existingLeadMkto.opportunities['sfdc']
opportunities.append(newOpp)
# save this opportunity
existingLeadMkto.update(opportunities__sfdc = opportunities)
existingLeadMkto.update(sfdc_account_id = sfdc_account_id)
else: #this opp already exists
for i in range(len(existingLeadMkto.opportunities['sfdc'])):
if existingLeadMkto.opportunities['sfdc'][i]['Id'] == newOpp['Id']:
existingLeadMkto.opportunities['sfdc'][i] = newOpp
existingLeadMkto.sfdc_account_id = sfdc_account_id
existingLeadMkto.save()
existingLeadHspt = Lead.objects(Q(company_id=company_id) & Q(leads__hspt__properties__salesforcecontactid=sfdc_contact_Id)).first()
if existingLeadHspt is not None: # we found a Hspt lead record which is matched to this new Sfdc lead
if 'sfdc' not in existingLeadHspt.opportunities:
opportunities = {}
opportunities['sfdc'] = []
opportunities['sfdc'].extend(thisLeadsOpps)
existingLeadHspt.update(opportunities__sfdc = opportunities['sfdc'])
existingLeadHspt.update(sfdc_account_id = sfdc_account_id)
else:
for newOpp in thisLeadsOpps:
if not any (e.get('Id', None) == newOpp['Id'] for e in existingLeadHspt.opportunities['sfdc']): # does an opportunity with this Id already exist
opportunities = existingLeadHspt.opportunities['sfdc']
opportunities.append(newOpp)
# save this opportunity
existingLeadHspt.update(opportunities__sfdc = opportunities)
existingLeadHspt.update(sfdc_account_id = sfdc_account_id)
else: #this opp already exists
for i in range(len(existingLeadHspt.opportunities['sfdc'])):
if existingLeadHspt.opportunities['sfdc'][i]['Id'] == newOpp['Id']:
existingLeadHspt.opportunities['sfdc'][i] = newOpp
existingLeadHspt.sfdc_account_id = sfdc_account_id
existingLeadHspt.save()
if existingLeadSfdc is None and existingLeadMkto is None and existingLeadHspt is None and existingContact is None: # no matches found so save new record
lead = Lead()
lead.sfdc_contact_id = sfdc_contact_Id
lead.company_id = company_id
lead.source_first_name = newContact['FirstName']
lead.source_last_name = newContact['LastName']
lead.source_email = newContact['Email']
lead.source_created_date = str(newContact['CreatedDate'])
lead.source_source = newContact['LeadSource']
lead.sfdc_account_id = sfdc_account_id
lead.save()
contacts = {}
contacts['sfdc'] = newContact
#lead.contacts["sfdc"] = newContact
lead.update(contacts__sfdc = contacts['sfdc'])
print 'just updated acct id 7'
opportunities = {}
opportunities['sfdc'] = []
opportunities['sfdc'].extend(thisLeadsOpps)
lead.update(opportunities__sfdc = opportunities['sfdc'])
#new code added on 1/24/2016 - add each opportunity to related account (to capture opps with no contacts)
for opp in allOpps:
account = Account.objects(Q(company_id=company_id) & Q(sfdc_id=opp['AccountId'])).first()
if account is None:
print 'no account for opp with ID ' + str(opp['Id'])
sfdc = Salesforce()
accountList = sfdc.get_single_account(user_id, company_id, opp['AccountId'])
for newAccount in accountList['records']:
account = _saveSfdcNewAccount(newAccount['Id'], newAccount, None, company_id)
if 'opportunities' not in account:
account.update(opportunities = {})
if 'sfdc' not in account.opportunities: #no opps exist for this account, so add this opp
opportunities = {}
opportunities['sfdc'] = []
opportunities['sfdc'].append(opp)
account.update(opportunities__sfdc = opportunities['sfdc'])
else:
if not any (e.get('Id', None) == opp['Id'] for e in account.opportunities['sfdc']): # there is no opportunity with this Id already exist
opportunities = account.opportunities['sfdc']
opportunities.append(opp)
# save this opportunity
account.update(opportunities__sfdc = opportunities)
else: # this opp already exists
for i in range(len(account.opportunities['sfdc'])):
if account.opportunities['sfdc'][i]['Id'] == opp['Id']:
account.opportunities['sfdc'][i] = opp
account.save()
# code commented out since we are no longer getting only Mkto related opportunities into Cx
# for newOpp in oppList['records']:
#
# # company_id = request.user.company_id
# sfdc_account_id = str(newOpp['AccountId']) # find the account ID
# print 'account id is ' + sfdc_account_id
# # sfdc_mkto_id = str(newLead['sfdcLeadId']) #check if there is a corresponding lead from MKTO
# existingLeadMkto = None
# existingLeadSfdc = None
# existingLeadHspt = None
# #existingContact = Lead.objects(Q(company_id=company_id) & Q(sfdc_contact_id=sfdc_contact_Id)).first()
# existingLeadSfdc = Lead.objects(Q(company_id=company_id) & Q(leads__sfdc__ConvertedAccountId=sfdc_account_id)).first()
# if existingLeadSfdc is not None:
# if 'sfdc' not in existingLeadSfdc.opportunities:
# opportunities = {}
# opportunities['sfdc'] = []
# opportunities['sfdc'].append(newOpp) # add this opp to the new array
# existingLeadSfdc.update(opportunities__sfdc = opportunities)
# else:
# if not any (e.get('Id', None) == newOpp['Id'] for e in existingLeadSfdc.opportunities['sfdc']): # does an opportunity with this Id already exist
# opportunities = existingLeadSfdc.opportunities['sfdc']
# opportunities.append(newOpp)
# # save this opportunity
# existingLeadSfdc.update(opportunities__sfdc = opportunities)
# else: #this opp already exists
# for i in range(len(existingLeadSfdc.opportunities['sfdc'])):
# if existingLeadSfdc.opportunities['sfdc'][i]['Id'] == newOpp['Id']:
# existingLeadSfdc.opportunities['sfdc'][i] = newOpp
# existingLeadSfdc.save()
#
# # and move to the next opportunity in the loop
# continue
# else: #this opp does not exist within an SFDC lead
# # check if it is a Marketo lead
# existingLeadMkto = Lead.objects(Q(company_id=company_id) & Q(leads__mkto__sfdcAccountId=sfdc_account_id)).first()
# if existingLeadMkto is not None: # we found a MKto lead record which is matched to this opp
# print 'found mkto lead' + existingLeadMkto.mkto_id
# if 'sfdc' not in existingLeadMkto.opportunities:
# opportunities = []
# opportunities.append(newOpp) # add this opp to the new array
# existingLeadMkto.update(opportunities__sfdc = opportunities)
# print 'saved opps'
# else: # if ['opportunities']['sfdc'] already exists
# print 'opp exist'
# if not any (e.get('Id', None) == newOpp['Id'] for e in existingLeadMkto.opportunities['sfdc']): # does an opportunity with this Id already exist
# opportunities = existingLeadMkto.opportunities['sfdc']
# opportunities.append(newOpp)
# # save this opportunity
# existingLeadMkto.update(opportunities__sfdc = opportunities)
# print 'saved sfdc'
# else: #this opp already exists
# print 'opp does not exist'
# for i in range(len(existingLeadMkto.opportunities['sfdc'])):
# if existingLeadMkto.opportunities['sfdc'][i]['Id'] == newOpp['Id']:
# existingLeadMkto.opportunities['sfdc'][i] = newOpp
# existingLeadMkto.save()
# print 'saved update'
# #move on to the next opp
# continue
# existingLeadHspt = Lead.objects(Q(company_id=company_id) & Q(leads__hspt__properties__salesforceaccountid=sfdc_account_id)).first()
# if existingLeadHspt is not None: # we found a MKto lead record which is matched to this new Sfdc lead
# if 'sfdc' not in existingLeadHspt.opportunities:
# opportunities = {}
# opportunities['sfdc'] = []
# opportunities['sfdc'].append(newOpp) # add this opp to the new array
# existingLeadHspt.update(opportunities__sfdc = opportunities)
# else:
# if not any (e.get('Id', None) == newOpp['Id'] for e in existingLeadHspt.opportunities['sfdc']): # does an opportunity with this Id already exist
# opportunities = existingLeadHspt.opportunities['sfdc']
# opportunities.append(newOpp)
# # save this opportunity
# existingLeadHspt.update(opportunities__sfdc = opportunities)
# else: #this opp already exists
# for i in range(len(existingLeadHspt.opportunities['sfdc'])):
# if existingLeadHspt.opportunities['sfdc'][i]['Id'] == newOpp['Id']:
# existingLeadHspt.opportunities['sfdc'][i] = newOpp
# existingLeadHspt.save()
# # move onto the next opp
# continue
#
# if existingLeadSfdc is None and existingLeadMkto is None and existingLeadHspt is None: # no matches found so throw error i,e, not possible
# #raise ValueError('Opportunity found without lead or contact')
# lead = Lead()
# lead.sfdc_id = sfdc_Id
# lead.company_id = company_id
# lead.source_first_name = newLead['FirstName']
# lead.source_last_name = newLead['LastName']
# lead.source_email = newLead['Email']
# lead.source_created_date = str(newLead['CreatedDate'])
# lead.source_source = newLead['LeadSource']
# lead.source_status = newLead['Status']
# lead.leads["sfdc"] = newLead
# print '5th save'
# lead.save()
except Exception as e:
print 'Error while saving SFDC opportunities ' + str(e)
send_notification(dict(type='error', success=False, message=str(e)))
def saveSfdcContactsToMaster(user_id=None, company_id=None, job_id=None, run_type=None):
# delete later
# job_id = ObjectId("569adcfc8afb00205c799f28")
if run_type == "initial":
contacts = TempData.objects(
Q(company_id=company_id) & Q(record_type="contact") & Q(source_system="sfdc") & Q(job_id=job_id)
).only(
"source_record"
) # & Q(job_id=job_id)
else:
contacts = TempDataDelta.objects(
Q(company_id=company_id) & Q(record_type="contact") & Q(source_system="sfdc") & Q(job_id=job_id)
).only(
"source_record"
) # & Q(job_id=job_id)
print "co id is " + str(company_id)
contactListTemp = list(contacts)
contactList = [i["source_record"] for i in contactListTemp]
# print 'saving sfdc contacts'
try:
# get the custom field for Contact Status, if it exists
existingIntegration = CompanyIntegration.objects(company_id=company_id).first()
contact_status = None
if "sfdc" in existingIntegration["integrations"]:
contact_status = existingIntegration["mapping"].get("sfdc_contact_status", None)
for newContact in contactList: # ['records']:
# company_id = request.user.company_id
sfdc_contact_Id = str(newContact["Id"])
print "contact id is " + sfdc_contact_Id
# sfdc_mkto_id = str(newLead['sfdcLeadId']) #check if there is a corresponding lead from MKTO
existingLeadMkto = None
existingLeadSfdc = None
existingLeadHspt = None
existingContact = Lead.objects(Q(company_id=company_id) & Q(sfdc_contact_id=sfdc_contact_Id)).first()
if existingContact is not None: # we found this contact already in the DB
print "found contact match for " + str(sfdc_contact_Id)
if "sfdc" in existingContact.contacts:
existingContact.source_first_name = newContact["FirstName"]
existingContact.source_last_name = newContact["LastName"]
existingContact.source_email = newContact["Email"]
# existingContact.source_created_date = str(newContact['CreatedDate'])
existingContact.source_source = newContact["LeadSource"]
if contact_status is not None and contact_status in newContact:
existingContact.source_status = newContact[contact_status]
existingContact.contacts["sfdc"] = newContact
existingContact.save()
# Lead.objects(Q(company_id=company_id) & Q(sfdc_contact_id=sfdc_contact_Id)).update(contacts__sfdc=newContact)
else:
existingContact.contacts["sfdc"] = {}
existingContact.contacts["sfdc"] = newContact
existingContact.save()
# elif existingContact is None: # this lead does not exist
else:
existingLeadSfdc = (
Lead.objects(Q(company_id=company_id) & Q(leads__sfdc__ConvertedContactId=sfdc_contact_Id))
.hint("company_id_1_leads.sfdc.convertedContactId_1")
.first()
)
if existingLeadSfdc is not None:
print "found match for sfdc lead for contact " + str(sfdc_contact_Id)
# existingLeadSfdcList = list(existingLeadSfdc)
existingLeadSfdc.sfdc_contact_id = sfdc_contact_Id
if contact_status is not None and contact_status in newContact:
existingLeadSfdc.source_status = newContact[contact_status]
existingLeadSfdc.contacts = {}
existingLeadSfdc.contacts["sfdc"] = newContact
existingLeadSfdc.save()
# remove below comments after figuring out how Mkto stored SFDC contact ID
else:
existingLeadMkto = Lead.objects(
Q(company_id=company_id) & Q(leads__mkto__sfdcContactId=sfdc_contact_Id)
).first()
if (
existingLeadMkto is not None
): # we found a MKto lead record which is matched to this new Sfdc lead
print "found mkto lead" + existingLeadMkto.mkto_id
existingLeadMkto.sfdc_contact_id = sfdc_contact_Id
# existingLeadMkto.contacts = {}
existingLeadMkto.contacts["sfdc"] = newContact
existingLeadMkto.save()
else:
existingLeadHspt = Lead.objects(
Q(company_id=company_id) & Q(leads__hspt__properties__salesforcecontactid=sfdc_contact_Id)
).first()
if (
existingLeadHspt is not None
): # we found a MKto lead record which is matched to this new Sfdc lead
existingLeadHspt.sfdc_contact_id = sfdc_contact_Id
existingLeadHspt.contacts = {}
existingLeadHspt.contacts["sfdc"] = newContact
existingLeadHspt.save()
if (
existingLeadSfdc is None
and existingLeadMkto is None
and existingLeadHspt is None
and existingContact is None
): # no matches found so save new record
lead = Lead()
lead.sfdc_contact_id = sfdc_contact_Id
lead.company_id = company_id
lead.source_first_name = newContact["FirstName"]
lead.source_last_name = newContact["LastName"]
lead.source_email = newContact["Email"]
lead.source_created_date = str(newContact["CreatedDate"])
lead.source_source = newContact["LeadSource"]
if contact_status is not None and contact_status in newContact:
lead.source_status = newContact[contact_status]
lead.contacts = {}
lead.contacts["sfdc"] = newContact
lead.save()
# lead = Lead()
# company_id = request.user.company_id
# derived_id = 'sfdc_' + str(newLead['Id'])
# Lead.objects(derived_id = derived_id).modify(upsert=True, new=True, set__leads__sfdc = newLead, set_on_insert__derived_id = derived_id, set_on_insert__company_id = company_id)
#
# oldLead = Lead.objects(derived_id = lead.derived_id)
# if oldLead.count() == 0:
# lead.leads["sfdc"] = newLead
# lead.save()
# else:
# oldLead.leads["sfdc"] = newLead
# Lead.objects(derived_id = lead.derived_id).update(oldLead)
except Exception as e:
print "exception while saving SFDC contact " + str(e)
send_notification(dict(type="error", success=False, message=str(e)))