def search_organizations(request):
sf = Salesforce(instance_url=request.session['sf_instance'], session_id=request.session['sf_session'])
orgname = u"%{orgname}%".format(orgname=clean(request.GET['orgname'])) if request.GET['orgname'] else settings.DEFAULT_ORG_NAME
sforg_query = u"SELECT Id, Name FROM Account WHERE Name LIKE '{orgname}'".format(orgname=orgname)
if 'orgid' in request.GET and request.GET['orgid'] != u'' and request.GET['orgid'] != settings.DEFAULT_ORG_ID:
print type(request.GET['orgid'])
sforg_query = sforg_query + u" OR Id = '{orgid}'".format(orgid=clean(request.GET['orgid']))
sforg_query = sforg_query + u" LIMIT 7"
hashkey = base64.b64encode(str(sforg_query.__hash__()))
sfresults = cache.get('orgsearch-%s' % hashkey)
if sfresults == None:
try:
sfresults = sf.query(sforg_query)
except SalesforceExpiredSession:
sf = refresh_token(request)
sfresults = sf.query(sforg_query)
cache.set('orgsearch-%s' % hashkey, sfresults, 30)
records = sfresults['records']
result = {}
for x in records:
result.update({x['Id']: x['Name']})
return HttpResponse(json.dumps(result), content_type="application/json")
def search_contacts(request, sf, currentaction):
sfcontact_query = u"""SELECT Id, Name, FirstName, LastName, Account.Name, Account.Id, Title, Email,
Alt_Email__c, Phone, MobilePhone, HomePhone, OtherPhone,
MailingStreet, MailingCity, MailingState, MailingPostalCode, ActionKit_USER_ID__c
FROM Contact WHERE
Email = '{email}'
OR Alt_Email__c = '{email}'
OR ActionKit_USER_ID__c = '{actionkitid}'
""".format(lastname=clean(currentaction.user.last_name), email=currentaction.user.email, actionkitid=currentaction.user.id)
if currentaction.user.last_name:
sfcontact_query = sfcontact_query + u"""OR LastName LIKE '%{lastname}%' """.format(lastname=clean(currentaction.user.last_name))
if currentaction.phone:
sfcontact_query = sfcontact_query + u"""OR Phone = '{phone}'
OR MobilePhone = '{phone}'
OR HomePhone = '{phone}'
OR OtherPhone = '{phone}'""".format(phone=currentaction.phone)
sfcontact_query = sfcontact_query + u" ORDER BY LastName, FirstName LIMIT 100"
try:
sfresults = sf.query(sfcontact_query)
except SalesforceExpiredSession:
sf = refresh_token(request)
sfresults = sf.query(sfcontact_query)
sfcontacts = sfresults.get('records', None)
perfectmatch = None
results = {}
for contact in sfcontacts:
if contact['ActionKit_USER_ID__c'] == str(currentaction.user.id):
perfectmatch = contact['Id']
record = {
'name': contact['Name'],
'firstname': contact['FirstName'],
'lastname': contact['LastName'],
'email': contact['Email'],
'alt_email': contact['Alt_Email__c'],
'phone': contact['Phone'],
'address': contact['MailingStreet'],
'city': contact['MailingCity'],
'state': contact['MailingState'],
'zip': contact['MailingPostalCode'],
'orgid': contact['Account']['Id'],
'orgname': contact['Account']['Name'],
'salesforceid': contact['Id'],
'weight': weight_contact(contact, currentaction),
'id': contact['Id'],
'sfakid': contact['ActionKit_USER_ID__c'],
'url': "https://{instance}/{id}".format(instance=sf.sf_instance, id=contact['Id'])
}
results.update({str(contact['Id']): record})
return sf, results, perfectmatch
def associate(request):
actionid = request.GET['actionid']
pageid = request.GET['akpage']
akuser = request.GET['akuser']
sfid = request.GET['sfid']
sfakuserid = request.GET['sfakuserid']
sf = Salesforce(instance_url=request.session['sf_instance'], session_id=request.session['sf_session'])
try:
sfresults = sf.Contact.update(sfid, {'ActionKit_USER_ID__c': akuser})
except SalesforceExpiredSession:
sf = refresh_token(request)
sfresults = sf.Contact.update(sfid, {'ActionKit_USER_ID__c': akuser})
# Create & Verify Action Association
act_defaults = {
'page': pageid,
'user': akuser,
'created_by': request.user,
'salesforce_id': sfid,
'last_updated_by': request.user
}
action_association, created = CompletedAction.objects.get_or_create(action=actionid, defaults=act_defaults)
if created == False and action_association.salesforce_id != sfid:
action_association.salesforce_id = sfid
action_association.last_updated_by = request.user
action_association.save()
user_defaults = {
'salesforce_id': sfid,
'created_by': request.user,
'last_updated_by': request.user,
}
user_association, created = UserAssociation.objects.get_or_create(user=akuser, defaults=user_defaults)
if created == False and user_association.salesforce_id != sfid:
user_association.salesforce_id = sfid
user_association.last_updated_by = request.user
user_association.save()
return redirect(request.GET['next'])
def processform(form, request):
sf = Salesforce(instance_url=request.session['sf_instance'], session_id=request.session['sf_session'])
data = form.cleaned_data
print request.POST['submit']
if 'submit' in request.POST and request.POST['submit'] != 'edit':
akid = request.POST['akuserid']
else:
akid = ''
if data['orgid'] == 'neworg':
if len(data['orgname']) > 2:
try:
orgresult = sf.Account.create({'Name': data['orgname']})
except SalesforceExpiredSession:
sf = refresh_token(request)
orgresult = sf.Account.create({'Name': data['orgname']})
print orgresult
orgid = orgresult['id']
else:
orgid = data['orgid']
datamap = {
'FirstName': data['firstname'],
'LastName': data['lastname'],
'AccountId': orgid,
'Title': data['title'],
'Email': data['email'],
'Alt_Email__c': data['alt_email'],
'Phone': data['phone'],
'MailingStreet': data['address'],
'MailingCity': data['city'],
'MailingState': data['state'],
'MailingPostalCode': data['zip'],
'ActionKit_USER_ID__c': akid
}
# Remove All Empty Fields
datamap = dict([(k, v) for k, v in datamap.items() if len(v) > 0])
if data['salesforceid']:
try:
sfresult = sf.Contact.update(data['salesforceid'], datamap)
except SalesforceExpiredSession:
sf = refresh_token(request)
sfresult = sf.Contact.update(data['salesforceid'], datamap)
sfid = data['salesforceid']
else:
try:
sfresult = sf.Contact.create(datamap)
except SalesforceExpiredSession:
sf = refresh_token(request)
sfresult = sf.Contact.create(datamap)
sfid = sfresult['id']
if akid:
# Create & Verify Action Association
act_defaults = {
'page': data['akpageid'],
'user': data['akuserid'],
'created_by': request.user,
'salesforce_id': sfid,
'last_updated_by': request.user
}
action_association, created = CompletedAction.objects.get_or_create(action=data['akactionid'], defaults=act_defaults)
if created == False and action_association.salesforce_id != sfid:
action_association.salesforce_id = sfid
action_association.last_updated_by = request.user
action_association.save()
user_defaults = {
'salesforce_id': sfid,
'created_by': request.user,
'last_updated_by': request.user,
}
user_association, created = UserAssociation.objects.get_or_create(user=data['akuserid'], defaults=user_defaults)
if created == False and user_association.salesforce_id != sfid:
user_association.salesforce_id = sfid
user_association.last_updated_by = request.user
user_association.save()
