コード例 #1
0
profile = hatchbuck.update(
    "TmpmT0QyUGE3UGdGejZMay1xbDNyUH"
    "JFWU91M2VwN0hCdGtZZFFCaWRZczE1",
    {
        "firstName":
        "Hawar",
        "lastName":
        "Afrin",
        "title":
        "Hawar1",
        "company":
        "HAWAR",
        "emails": [{
            "address": "*****@*****.**",
            "type": "work"
        }],
        "phones": [{
            "number": "0041 76 803 77 34",
            "type": "work"
        }],
        "status": {
            "name": "Employee"
        },
        "temperature": {
            "name": "Hot"
        },
        "addresses": [{
            "street": "Neugasse 10",
            "city": "Zürich",
            "state": "ZH",
            "zip": "8005",
            "country": "Switzerland",
            "type": "work",
        }],
        "timezone":
        "W. Europe Standard Time",
        "socialNetworks": [{
            "address": "'https://twitter.com/bashar_2018'",
            "type": "Twitter"
        }],
    },
)
コード例 #2
0
def main(noop=False, partnerfilter=False, verbose=False):
    """
    Fetch Odoo ERP customer info
    """
    if verbose:
        logging.basicConfig(level=logging.DEBUG, format=LOGFORMAT)
    else:
        logging.basicConfig(level=logging.INFO, format=LOGFORMAT)
    hatchbuck = Hatchbuck(os.environ.get("HATCHBUCK_APIKEY"), noop=noop)

    odoo = odoorpc.ODOO(os.environ.get("ODOO_HOST"),
                        protocol="jsonrpc+ssl",
                        port=443)
    odoodb = os.environ.get("ODOO_DB", False)
    if not odoodb:
        # if the DB is not configured pick the first in the list
        # this takes another round-trip to the API
        odoodbs = odoo.db.list()
        odoodb = odoodbs[0]

    odoo.login(odoodb, os.environ.get("ODOO_USERNAME"),
               os.environ.get("ODOO_PASSWORD"))

    # logging.debug(odoo.env)

    partnerenv = odoo.env["res.partner"]
    # search for all partner contacts that are people, not companies
    odoo_filter = [("is_company", "=", False)]

    # optionally filter by name, mostly used for debugging
    if partnerfilter:
        odoo_filter.append(("name", "ilike", partnerfilter))
    partner_ids = partnerenv.search(odoo_filter)

    # logging.debug(partner_ids)
    for pid in partner_ids:
        for child in partnerenv.browse(pid):
            # browse() is similar to a database result set/pointer
            # it should be able to take a list of IDs
            # but it timeouted for my largish list of IDs$
            # so we're browsing one ID at a time...

            # child = person/contact in a company

            # Available fields:
            #     __last_update
            #     active
            #     bank_ids
            #     birthdate
            #     calendar_last_notif_ack
            #     category_id
            #     child_ids
            #     city
            #     color
            #     comment
            #     commercial_partner_id
            #     company_id
            #     contact_address
            #     contract_ids
            #     contracts_count
            #     country_id
            #     create_date
            #     create_uid
            #     credit
            #     credit_limit
            #     customer
            #     date
            #     debit
            #     debit_limit
            #     display_name
            #     ean13
            #     email
            #     employee
            #     fax
            #     function
            #     has_image
            #     image
            #     image_medium
            #     image_small
            #     invoice_ids
            #     is_company
            #     journal_item_count
            #     lang
            #     last_reconciliation_date
            #     meeting_count
            #     meeting_ids
            #     message_follower_ids
            #     message_ids
            #     message_is_follower
            #     message_last_post
            #     message_summary
            #     message_unread
            #     mobile
            #     name
            #     notify_email
            #     opportunity_count
            #     opportunity_ids
            #     opt_out
            #     parent_id
            #     parent_name
            #     phone
            #     phonecall_count
            #     phonecall_ids
            #     property_account_payable
            #     property_account_position
            #     property_account_receivable
            #     property_delivery_carrier
            #     property_payment_term
            #     property_product_pricelist
            #     property_product_pricelist_purchase
            #     property_stock_customer
            #     property_stock_supplier
            #     property_supplier_payment_term
            #     purchase_order_count
            #     ref
            #     ref_companies
            #     sale_order_count
            #     sale_order_ids
            #     section_id
            #     signup_expiration
            #     signup_token
            #     signup_type
            #     signup_url
            #     signup_valid
            #     state_id
            #     street
            #     street2
            #     supplier
            #     supplier_invoice_count
            #     task_count
            #     task_ids
            #     title
            #     total_invoiced
            #     type
            #     tz
            #     tz_offset
            #     use_parent_address
            #     user_id
            #     user_ids
            #     vat
            #     vat_subjected
            #     website
            #     write_date
            #     write_uid
            #     zip
            categories = [cat.name for cat in child.category_id]

            logging.info((
                child.name,  # vorname nachname
                # child.title.name,  # titel ("Dr.")
                # child.function,  # "DevOps Engineer"
                # child.parent_id.invoice_ids.amount_total,
                child.parent_name,  # Firmenname
                # child.parent_id,
                # child.parent_id.name,
                # child.email,
                # child.mobile,
                # child.phone,
                categories,
                # child.opt_out,
                # child.lang,
                # child.street,
                # child.street2,
                # child.zip,
                # child.city,
                # child.country_id.name,
                # child.total_invoiced,
                # child.invoice_ids.amount_total,
                # partner.total_invoiced,
                # partner_turnover,
                # child.website,
                # child.comment,
            ))

            if not child.email or child.email == "false":
                logging.info("no email")
                continue

            if "@" not in child.email or "." not in child.email:
                logging.error("email does not look like email: %s",
                              child.email)
                continue

            emails = child.email.replace("mailto:", "")
            emails = [x.strip() for x in emails.split(",")]
            profile = hatchbuck.search_email_multi(emails)
            if profile is None:
                logging.debug("user not found in CRM")
                if not any([x in STATUSMAP for x in categories]):
                    # only add contacts that have one of STATUSMAP status
                    # -> don't add administrative contacts to CRM
                    logging.info(
                        "not adding contact because no relevant category")
                    continue

                # create profile
                profile = dict()
                firstname, lastname = split_name(child.name)
                profile["firstName"] = firstname
                profile["lastName"] = lastname
                profile["subscribed"] = True
                # dummy category, will be properly set below
                profile["status"] = {"name": "Customer"}
                profile["emails"] = []
                for addr in emails:
                    profile["emails"].append({"address": addr, "type": "Work"})
                profile = hatchbuck.create(profile)
                logging.info("added profile: %s", profile)
                if profile is None:
                    logging.error("adding contact failed: %s", profile)
                    continue
            else:
                logging.info("contact found: %s", profile)

            for cat in STATUSMAP:
                if cat in categories:
                    # apply the first matching category from STATUSMAP
                    if noop:
                        profile["status"] = STATUSMAP[cat]
                    else:
                        logging.info("ERP category: %s => CRM status: %s", cat,
                                     STATUSMAP[cat])
                        profile = hatchbuck.update(profile["contactId"],
                                                   {"status": STATUSMAP[cat]})
                    break

            # logging.debug(
            #    "contact has category vip %s and tag %s",
            #    "VIP" in categories,
            #    hatchbuck.profile_contains(profile, "tags", "name", "VIP"),
            # )

            if "VIP" in categories and not hatchbuck.profile_contains(
                    profile, "tags", "name", "VIP"):
                logging.info("adding VIP tag")
                hatchbuck.add_tag(profile["contactId"], "VIP")

            if "VIP" not in categories and hatchbuck.profile_contains(
                    profile, "tags", "name", "VIP"):
                logging.info("removing VIP tag")
                hatchbuck.remove_tag(profile["contactId"], "VIP")

            # update profile with information from odoo
            if (profile.get("firstName", "") == ""
                    or profile.get("firstName", "false") == "false"):
                firstname, _ = split_name(child.name)
                logging.info("Updating first name: %s", firstname)
                profile = hatchbuck.profile_add(profile, "firstName", None,
                                                firstname)

            if (profile.get("lastName", "") == ""
                    or profile.get("lastName", "false") == "false"):
                _, lastname = split_name(child.name)
                logging.info("Updating last name: %s", lastname)
                profile = hatchbuck.profile_add(profile, "lastName", None,
                                                lastname)

            for addr in emails:
                profile = hatchbuck.profile_add(profile, "emails", "address",
                                                addr, {"type": "Work"})

            if profile.get("title", "") == "" and child.function:
                logging.info("updating title: %s", child.function)
                profile = hatchbuck.profile_add(profile, "title", None,
                                                child.function)

            if profile["status"] == "Employee" and os.environ.get(
                    "EMPLOYEE_COMPANYNAME", False):
                logging.info("updating company: %s", child.parent_name)
                profile = hatchbuck.profile_add(
                    profile, "company", None,
                    os.environ.get("EMPLOYEE_COMPANYNAME"))
            elif profile.get("company", "") == "" and child.parent_name:
                logging.info("updating company: %s", child.parent_name)
                profile = hatchbuck.profile_add(profile, "company", None,
                                                child.parent_name)

            if profile.get("company", "") == "":
                # empty company name ->
                # maybe we can guess the company name
                #  from the email address?
                # logging.warning("empty company with emails: {0}".
                #                format(profile['emails']))
                pass

            # clean up company name
            if re.match(r";$", profile.get("company", "")):
                logging.warning("found unclean company name: %s",
                                format(profile["company"]))

            if re.match(r"\|", profile.get("company", "")):
                logging.warning("found unclean company name: %s",
                                format(profile["company"]))

            # Add address
            address = {
                "street": child.street,
                "zip_code": child.zip,
                "city": child.city,
                "country": child.country_id.name,
            }

            if profile["status"] == "Employee":
                kind = "Home"
            else:
                kind = "Work"

            logging.debug("adding address %s %s", address, profile)
            profile = hatchbuck.profile_add_address(profile, address, kind)

            # Add website field to Hatchbuck Contact
            if child.website:
                profile = hatchbuck.profile_add(profile, "website",
                                                "websiteUrl", child.website)

            # Add phones and mobile fields to Hatchbuck Contact
            if child.phone:
                profile = hatchbuck.profile_add(profile, "phones", "number",
                                                child.phone, {"type": kind})

            if child.mobile:
                profile = hatchbuck.profile_add(profile, "phones", "number",
                                                child.mobile,
                                                {"type": "Mobile"})

            # format & deduplicate all phone numbers
            profile = hatchbuck.clean_all_phone_numbers(profile)

            # Add customFields(comment, amount_total, lang) to
            #  Hatchbuck Contact
            if child.comment:
                profile = hatchbuck.profile_add(
                    profile,
                    "customFields",
                    "value",
                    child.comment,
                    {"name": "Comments"},
                )

            if child.lang:
                profile = hatchbuck.profile_add(profile, "customFields",
                                                "value", child.lang,
                                                {"name": "Language"})

            partner_turnover = "0"
            if child.parent_id:
                # if the contact belongs to a company include total turnover of the company
                partner_turnover = str(round(child.parent_id.total_invoiced))
            else:
                partner_turnover = str(round(child.total_invoiced))

            # looking at
            # https://github.com
            # /odoo/odoo/blob/master/addons/account/models/partner.py#L260
            # this uses account.invoice.report in the background and returns 0
            # if the user does not have access to it
            # permission: "Accounting & Finance": "Invoicing & Payments"

            profile = hatchbuck.profile_add(profile, "customFields", "value",
                                            partner_turnover,
                                            {"name": "Invoiced"})

            # Add ERP tag to Hatchbuck Contact
            if not hatchbuck.profile_contains(profile, "tags", "name", "ERP"):
                hatchbuck.add_tag(profile["contactId"], "ERP")