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"
}],
},
)
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")