def create(self, validated_data):
tenant = self.context.get('request').user.tenant
contact_count = Contact.objects.filter(is_deleted=False).count()
if tenant.billing.is_free_plan and contact_count >= settings.FREE_PLAN_ACCOUNT_CONTACT_LIMIT:
raise serializers.ValidationError({
'limit_reached': _('You\'ve reached the limit of contacts for the free plan.'),
})
instance = super(ContactSerializer, self).create(validated_data)
credentials = get_credentials('moneybird')
if has_required_tier(2) and credentials and credentials.integration_context.get('auto_sync'):
self.send_moneybird_contact(validated_data, instance, credentials)
# Track newly ceated accounts in segment.
if not settings.TESTING:
analytics.track(
self.context.get('request').user.id,
'contact-created', {
'creation_type': 'automatic' if is_external_referer(self.context.get('request')) else 'manual',
},
)
return instance
def create(self, validated_data):
tenant = self.context.get('request').user.tenant
contact_count = Contact.objects.filter(is_deleted=False).count()
if tenant.billing.is_free_plan and contact_count >= settings.FREE_PLAN_ACCOUNT_CONTACT_LIMIT:
raise serializers.ValidationError({
'limit_reached':
_('You\'ve reached the limit of contacts for the free plan.'),
})
instance = super(ContactSerializer, self).create(validated_data)
credentials = get_credentials('moneybird')
if has_required_tier(
2) and credentials and credentials.integration_context.get(
'auto_sync'):
self.send_moneybird_contact(validated_data, instance, credentials)
# Track newly ceated accounts in segment.
if not settings.TESTING:
analytics.track(
self.context.get('request').user.id,
'contact-created',
{
'creation_type':
'automatic' if is_external_referer(
self.context.get('request')) else 'manual',
},
)
return instance
def create(self, validated_data):
instance = super(ContactSerializer, self).create(validated_data)
credentials = get_credentials('moneybird')
if credentials and credentials.integration_context.get('auto_sync'):
self.send_moneybird_contact(validated_data, instance, credentials)
return instance
def handle(self, *args, **options):
tenant = Tenant.objects.get(pk=options['tenant_id'])
if tenant:
credentials = get_credentials('pandadoc', tenant)
if credentials:
logger.info('Syncing documents for tenant %s' % tenant.id)
# Get all current documents.
tenant_documents = Document.objects.filter(tenant=tenant)
url = 'https://api.pandadoc.com/public/v1/documents'
# Get all documents from PandaDoc.
response = send_get_request(url, credentials)
if response.status_code == 200:
documents = response.json().get('results')
for document in documents:
document_id = document.get('id')
# Document doesn't exist (so something probably went wrong while creating the quote).
if not tenant_documents.filter(document_id=document_id):
details_url = url + '/%s/details' % document_id
response = send_get_request(details_url, credentials)
if response.status_code == 200:
deal_id = response.json().get('metadata').get('deal')
if deal_id:
deal = Deal.objects.get(pk=deal_id)
document = Document.objects.create(
contact=deal.contact,
deal=deal,
document_id=document_id,
tenant=tenant,
)
self.imported_documents_count += 1
else:
message = '[PandaDoc] Something went wrong while syncing document %s: ' % document_id
message = message + response.text
logger.warning(message)
else:
message = '[PandaDoc] Something went while syncing documents: ' + response.json()
logger.warning(message)
else:
message = '[PandaDoc] Tenant %s doesn\'t have PandaDoc credentials' % options['tenant_id']
logger.warning(message)
logger.info('%s documents have been imported' % self.imported_documents_count)
else:
logger.error('Please enter a valid tenant')
def authenticate(self, request):
data = request.data[0].get('data')
metadata = data.get('metadata')
deal = metadata.get('deal')
if not deal:
# No shared key set by the user so we have no way to verify the request.
raise PermissionDenied({'detail': _('No deal found.')})
# Use the deal to retrieve the tenant.
deal = Deal.objects.get(pk=metadata.get('deal'))
# Get the shared key which has been provided by PandaDoc.
credentials = get_credentials('pandadoc', deal.tenant)
shared_key = credentials.integration_context.get('shared_key')
if not shared_key:
# No shared key set by the user so we have no way to verify the request.
raise PermissionDenied({
'detail':
_('No shared key found. Please go to your PandaDoc webhook settings and provide the key.'
)
})
# A shared key has been stored. So create HMAC based on given values and check if it's valid.
signature = hmac.new(str(shared_key),
str(request.body),
digestmod=hashlib.sha256).hexdigest()
if signature != request.GET.get('signature'):
raise PermissionDenied({
'detail':
_('Invalid request. Either the provided shared key or signature is incorrect'
)
})
user = metadata.get('user')
if user:
user = LilyUser.objects.get(pk=user)
else:
user = deal.assigned_to
set_current_user(user)
return (user, None)
def authenticate(self, request):
data = request.data[0].get('data')
metadata = data.get('metadata')
deal = metadata.get('deal')
if not deal:
# No shared key set by the user so we have no way to verify the request.
raise PermissionDenied({
'detail': _('No deal found.')
})
# Use the deal to retrieve the tenant.
deal = Deal.objects.get(pk=metadata.get('deal'))
# Get the shared key which has been provided by PandaDoc.
credentials = get_credentials('pandadoc', deal.tenant)
shared_key = credentials.integration_context.get('shared_key')
if not shared_key:
# No shared key set by the user so we have no way to verify the request.
raise PermissionDenied({
'detail': _('No shared key found. Please go to your PandaDoc webhook settings and provide the key.')
})
# A shared key has been stored. So create HMAC based on given values and check if it's valid.
signature = hmac.new(str(shared_key), str(request.body), digestmod=hashlib.sha256).hexdigest()
if signature != request.GET.get('signature'):
raise PermissionDenied({
'detail': _('Invalid request. Either the provided shared key or signature is incorrect')
})
user = metadata.get('user')
if user:
user = LilyUser.objects.get(pk=user)
else:
user = deal.assigned_to
set_current_user(user)
return (user, None)
def create(self, validated_data):
tenant = self.context.get('request').user.tenant
contact_count = Contact.objects.filter(is_deleted=False).count()
if tenant.billing.is_free_plan and contact_count >= settings.FREE_PLAN_ACCOUNT_CONTACT_LIMIT:
raise serializers.ValidationError({
'limit_reached':
_('You\'ve reached the limit of contacts for the free plan.'),
})
instance = super(ContactSerializer, self).create(validated_data)
credentials = get_credentials('moneybird')
if has_required_tier(
2) and credentials and credentials.integration_context.get(
'auto_sync'):
self.send_moneybird_contact(validated_data, instance, credentials)
return instance
def update(self, instance, validated_data):
# Save the current data for later use.
original_data = {
'full_name': instance.full_name,
}
email_addresses = instance.email_addresses.all()
if len(email_addresses) == 1:
original_data.update({
'original_email_address': email_addresses[0].email_address
})
instance = super(ContactSerializer, self).update(instance, validated_data)
credentials = get_credentials('moneybird')
if has_required_tier(2) and credentials and credentials.integration_context.get('auto_sync'):
self.send_moneybird_contact(validated_data, instance, credentials, original_data)
return instance
def update(self, instance, validated_data):
# Save the current data for later use.
original_data = {
'full_name': instance.full_name,
}
email_addresses = instance.email_addresses.all()
if len(email_addresses) == 1:
original_data.update(
{'original_email_address': email_addresses[0].email_address})
instance = super(ContactSerializer,
self).update(instance, validated_data)
credentials = get_credentials('moneybird')
if credentials and credentials.integration_context.get('auto_sync'):
self.send_moneybird_contact(validated_data, instance, credentials,
original_data)
return instance
def get(self, request, *args, **kwargs):
template = EmailTemplate.objects.get(pk=kwargs.get('template_id'))
lookup = {'user': self.request.user}
if 'account_id' in self.request.GET:
try:
account = Account.objects.get(pk=self.request.GET.get('account_id'))
except Account.DoesNotExist:
pass
else:
lookup.update({'account': account})
if 'contact_id' in self.request.GET:
try:
contact = Contact.objects.get(pk=self.request.GET.get('contact_id'))
except Contact.DoesNotExist:
pass
else:
lookup.update({'contact': contact})
functions = contact.functions.all()
if len(functions) == 1:
try:
account = Account.objects.get(pk=functions[0].account_id)
except Account.DoesNotExist:
pass
else:
lookup.update({'account': account})
if 'document_id' in self.request.GET:
credentials = get_credentials(IntegrationDetails.PANDADOC)
document_id = self.request.GET.get('document_id')
recipient = self.request.GET.get('recipient_email')
# Set the status of the document to 'sent' so we can create a view session.
send_url = 'https://api.pandadoc.com/public/v1/documents/%s/send' % document_id
send_params = {'silent': True}
response = send_post_request(send_url, credentials, send_params)
session_url = 'https://api.pandadoc.com/public/v1/documents/%s/session' % document_id
year = 60 * 60 * 24 * 365
session_params = {'recipient': recipient, 'lifetime': year}
response = send_post_request(session_url, credentials, session_params)
if response.status_code == 201:
sign_url = 'https://app.pandadoc.com/s/%s' % response.json().get('id')
lookup.update({'document': {'sign_url': sign_url}})
if 'emailaccount_id' in self.request.GET:
try:
emailaccount = EmailAccount.objects.get(pk=self.request.GET.get('emailaccount_id'))
except EmailAccount.DoesNotExist:
pass
else:
lookup.get('user').current_email_address = emailaccount.email_address
# Setup regex to find custom variables
search_regex = '\[\[ custom\.(.*?) \]\]'
# Find all occurrences.
search_result = re.findall(search_regex, template.body_html)
if search_result:
for custom_variable in search_result:
public = None
try:
# Try to split to see if it's a public variable
variable, public = custom_variable.split('.')
except ValueError:
# Not a public variable, so .split raises an error
variable = custom_variable
if public:
template_variable = TemplateVariable.objects.filter(
name__iexact=variable,
is_public=True
)
else:
template_variable = TemplateVariable.objects.filter(
name__iexact=variable,
owner=get_current_user()
)
if template_variable:
# find = '\[\[ custom.' + custom_variable + '(\s)?\]\]'
find = re.compile('\[\[ custom\.' + custom_variable + ' \]\]')
replace = template_variable.first().text
template.body_html = re.sub(find, replace, template.body_html, 1)
# Ugly hack to make parsing of new template brackets style work
parsed_template = Template(template.body_html.replace('[[', '{{').replace(']]', '}}')).render(Context(lookup))
parsed_subject = Template(template.subject.replace('[[', '{{').replace(']]', '}}')).render(Context(lookup))
# Make sure HTML entities are displayed correctly
html_parser = HTMLParser.HTMLParser()
parsed_subject = html_parser.unescape(parsed_subject)
attachments = []
for attachment in template.attachments.all():
# Get attachment name
name = get_attachment_filename_from_url(attachment.attachment.name)
attachments.append({
'id': attachment.id,
'name': name,
})
return HttpResponse(anyjson.serialize({
'template': parsed_template,
'template_subject': parsed_subject,
'attachments': attachments,
}), content_type='application/json')
def get(self, request, *args, **kwargs):
template = EmailTemplate.objects.get(pk=kwargs.get('template_id'))
lookup = {'user': self.request.user}
errors = {}
if 'account_id' in self.request.GET:
try:
account = Account.objects.get(
pk=self.request.GET.get('account_id'))
except Account.DoesNotExist:
pass
else:
lookup.update({'account': account})
if 'contact_id' in self.request.GET:
try:
contact = Contact.objects.get(
pk=self.request.GET.get('contact_id'))
except Contact.DoesNotExist:
pass
else:
lookup.update({'contact': contact})
functions = contact.functions.all()
if len(functions) == 1:
try:
account = Account.objects.get(
pk=functions[0].account_id)
except Account.DoesNotExist:
pass
else:
lookup.update({'account': account})
if 'document_id' in self.request.GET:
credentials = get_credentials('pandadoc')
if credentials:
error_message = None
document_id = self.request.GET.get('document_id')
recipient = self.request.GET.get('recipient_email')
details_url = 'https://api.pandadoc.com/public/v1/documents/%s/details' % document_id
response = send_get_request(details_url, credentials)
if response.status_code == 200:
# Only documents with the 'draft' status can be set to sent.
if response.json().get('status') == 'document.draft':
# Set the status of the document to 'sent' so we can create a view session.
send_url = 'https://api.pandadoc.com/public/v1/documents/%s/send' % document_id
send_params = {'silent': True}
response = send_post_request(send_url, credentials,
send_params)
if response.status_code != 200:
error_message = 'Something went wrong while setting up the PandaDoc sign URL.'
metadata = response.json().get('metadata')
if metadata and metadata.get('account'):
account_id = metadata.get('account')
try:
account = Account.objects.get(pk=account_id)
except Account.DoesNotExist:
pass
else:
lookup.update({'account': account})
# Document has been 'sent' so create the session.
session_url = 'https://api.pandadoc.com/public/v1/documents/%s/session' % document_id
year = 60 * 60 * 24 * 365
session_params = {'recipient': recipient, 'lifetime': year}
response = send_post_request(session_url, credentials,
session_params)
if response.status_code == 201:
sign_url = 'https://app.pandadoc.com/s/%s' % response.json(
).get('id')
lookup.update({'document': {'sign_url': sign_url}})
else:
error_message = (
'The PandaDoc sign URL could not be created \
because the recipient isn\'t correct'
)
else:
error_message = 'The document doesn\'t seem to be valid.'
if error_message:
errors.update({'document': error_message})
if 'emailaccount_id' in self.request.GET:
try:
emailaccount = EmailAccount.objects.get(
pk=self.request.GET.get('emailaccount_id'))
except EmailAccount.DoesNotExist:
pass
else:
lookup.get(
'user').current_email_address = emailaccount.email_address
# Setup regex to find custom variables
search_regex = '\[\[ custom\.(.*?) \]\]'
# Find all occurrences.
search_result = re.findall(search_regex, template.body_html)
if search_result:
for custom_variable in search_result:
public = None
try:
# Try to split to see if it's a public variable
variable, public = custom_variable.split('.')
except ValueError:
# Not a public variable, so .split raises an error
variable = custom_variable
if public:
template_variable = TemplateVariable.objects.filter(
name__iexact=variable, is_public=True)
else:
template_variable = TemplateVariable.objects.filter(
name__iexact=variable, owner=get_current_user())
if template_variable:
# find = '\[\[ custom.' + custom_variable + '(\s)?\]\]'
find = re.compile('\[\[ custom\.' + custom_variable +
' \]\]')
replace = template_variable.first().text
template.body_html = re.sub(find, replace,
template.body_html, 1)
# Ugly hack to make parsing of new template brackets style work
parsed_template = Template(
template.body_html.replace('[[', '{{').replace(']]', '}}')).render(
Context(lookup))
parsed_subject = Template(
template.subject.replace('[[', '{{').replace(']]', '}}')).render(
Context(lookup))
# Make sure HTML entities are displayed correctly
html_parser = HTMLParser.HTMLParser()
parsed_subject = html_parser.unescape(parsed_subject)
attachments = []
for attachment in template.attachments.all():
# Get attachment name
name = get_attachment_filename_from_url(attachment.attachment.name)
attachments.append({
'id': attachment.id,
'name': name,
})
return HttpResponse(anyjson.serialize({
'template': parsed_template,
'template_subject': parsed_subject,
'attachments': attachments,
'errors': errors,
}),
content_type='application/json')