def get(self):
i = Insightly(apikey = apikey)
projects = i.getProjects(top=50)
if len(projects) > 0:
self.response.out.write('<ul>')
for p in projects:
self.response.out.write('<li>' + str(p.get('PROJECT_NAME','')))
self.response.out.write('</ul>')
def get(self):
i = Insightly(apikey = apikey)
tasks = i.getTasks(top=25, orderby='DUE_DATE desc')
if len(tasks) > 0:
self.response.out.write('<ul>')
for t in tasks:
self.response.out.write('<li>' + t.get('Title','No title') + ' Due: ' + t.get('DUE_DATE','') + '</li>')
self.response.out.write('</ul>')
def __init__(self, insight_key):
print "Connecting to Insightly..."
# link to the crm
self.crm = Insightly(apikey=insight_key)
# load all contacts and orgs from crm
self.load_insightly_contacts()
self.load_insightly_orgs()
def __init__(self):
# link to the crm
if not dev:
self.crm = Insightly(apikey="1b59c7a6-98cc-4788-b4ae-d063453e04ab")
self.taglist = {}
self.idlist = {}
self.complist = {}
self.comptaglist = {}
self.noteslist = {} # maps contact ids to time of contact
self.notesbyidlist = {} # maps note ids to time of contact
self.loadContacts()
self.loadNotes()
self.loadTasks()
self.loadCompanies()
self.loadUsers()
self.loadOpportunities()
def post(self):
i = Insightly(apikey = apikey)
contactinfos = list()
if len(self.request.get('EMAIL')) > 0:
contactinfo = dict(
TYPE = 'EMAIL',
DETAIL = self.request.get('EMAIL'),
)
contactinfos.append(contactinfo)
if len(self.request.get('PHONE')) > 0:
contactinfo = dict(
TYPE = 'PHONE',
DETAIL = self.request.get('PHONE'),
)
contactinfos.append(contactinfo)
contact = dict(
SALUTATION = self.request.get('SALUTATION'),
FIRST_NAME = self.request.get('FIRST_NAME'),
LAST_NAME = self.request.get('LAST_NAME'),
CONTACTINFOS = contactinfos,
)
contact = i.addContact(contact)
if self.request.get('addtask') == 'y':
tasklinks = list()
tl = dict(
TASK_LINK_ID = 0,
CONTACT_ID = contact['CONTACT_ID'],
)
tasklinks.append(tl)
task = dict(
Title = 'Follow up with ' + self.request.get('FIRST_NAME') + ' ' + self.request.get('LAST_NAME'),
PRIORITY = 2,
STATUS = 'NOT STARTED',
COMPLETED = False,
OWNER_USER_ID = i.owner_id,
VISIBLE_TO = 'EVERYONE',
PUBLICLY_VISIBLE = True,
RESPONSIBLE_USER_ID = i.owner_id,
TASKLINKS = tasklinks,
)
task = i.addTask(task)
self.redirect('/thankyou')
def get(self):
"""
Serve the page with the data entry form to the user.
"""
#
# load a list of Insightly users, this is used to populate the assign to droplist,
# to show an example of how to assign tasks to specific users.
#
i = Insightly(apikey=apikey)
users = i.read('users')
#
# populate the dictionary passed into the Django template
#
data = dict(
page='request_information.html',
users=users,
)
#
# render and serve the page, using Django templating
#
self.response.out.write(
load_page('request_information.html', data=data))
def __init__(self):
# link to the crm
if not dev:
self.crm = Insightly(apikey="1b59c7a6-98cc-4788-b4ae-d063453e04ab")
self.taglist={}
self.idlist={}
self.complist={}
self.comptaglist={}
self.noteslist={} # maps contact ids to time of contact
self.notesbyidlist={} # maps note ids to time of contact
self.loadContacts()
self.loadNotes()
self.loadTasks()
self.loadCompanies()
self.loadUsers()
self.loadOpportunities()
def average_time(apikey='', dev='https://mobileapi.insightly.com', repetitions=10):
f = open('timer.txt','w')
versions = ['mobile','2.2']
for v in versions:
i = Insightly(apikey=apikey, version=v)
users = i.users
user_id = None
if users is not None:
user_id = users[0]['USER_ID']
i.cruds('contacts', 'CONTACT_ID', dummy_contact, file_handle=f, repetitions=repetitions)
i.cruds('events','EVENT_ID', dummy_event, file_handle=f, repetitions=repetitions)
i.cruds('leads','LEAD_ID', dummy_lead, file_handle=f, repetitions=repetitions)
i.cruds('organisations','ORGANISATION_ID', dummy_organisation, file_handle=f, repetitions=repetitions)
i.cruds('opportunities','OPPORTUNITY_ID', dummy_opportunity, file_handle=f, repetitions=repetitions)
i.cruds('projects','PROJECT_ID',dummy_project, file_handle=f, repetitions=repetitions)
if user_id is not None:
i.cruds('tasks','TASK_ID',
{u'TITLE':'Test',u'STATUS':u'NOT STARTED',u'COMPLETED':False,u'PUBLICLY_VISIBLE':True,u'RESPONSIBLE_USER_ID':user_id},
file_handle=f, repetitions=repetitions)
f.write('\n')
f.write('\nTESTS RUN: ' + str(i.tests_run))
f.write('\nTESTS PASSED:' + str(i.tests_passed))
f.write('\nPASS RATE: ' + str(100 * float(i.tests_passed) / float(i.tests_run)))
f.write('\n\n')
def test_v21(apikey='', dev=None):
i = Insightly(apikey=apikey, version='2.1', dev=dev, test=True)
i.tests_run = 0
i.tests_passed = 0
# Get a user id for use with endpoints that need a user assigned
users = i.read('users', top=1)
user_id = users[0]['USER_ID']
# test contacts
contacts = i.read('contacts')
if contacts is not None:
contact_id = contacts[0]['CONTACT_ID']
contact = i.get('contacts', contact_id)
contact = i.create('contacts', dummy_contact)
if contact is not None:
contact = i.update('contacts', contact)
contact_id = contact['CONTACT_ID']
i.upload_image('contacts', contact_id, 'apollo17.jpg')
tasks = i.read('contacts', contact_id, sub_type='tasks')
emails = i.read('contacts', contact_id, sub_type='emails')
organizations = i.read('organisations',top=5)
if organizations is not None:
if len(organizations) > 0:
organization = organizations[0]
organization_id = organization['ORGANISATION_ID']
contact['LINKS'] = [{'ORGANISATION_ID':organization_id}]
contact = i.update('contacts', contact)
i.delete('contacts', contact_id)
countries = i.read('countries')
currencies = i.read('currencies')
custom_fields = i.read('customfields')
if custom_fields is not None:
custom_field_id = custom_fields[0]['CUSTOM_FIELD_ID']
custom_field = i.read('customfields', custom_field_id)
emails = i.read('emails')
if emails is not None:
email_id = emails[0]['EMAIL_ID']
email = i.read('emails', email_id)
comments = i.read('emails', email_id, sub_type='/comments')
events = i.read('events')
file_categories = i.read('filecategories')
if file_categories is not None:
file_category_id = file_categories[0]['CATEGORY_ID']
file_category = i.read('filecategories', file_category_id)
leads = i.read('leads')
if leads is not None:
lead_id = leads[0]['LEAD_ID']
lead = i.read('leads', lead_id)
lead = i.create('leads', dummy_lead)
if lead is not None:
lead_id = lead['LEAD_ID']
lead['FIRST_NAME']='foozle'
lead = i.update('leads', lead)
i.upload_image('leads', lead_id, 'apollo17.jpg')
i.delete('leads', lead_id, sub_type='image')
notes = i.read('leads', lead_id, sub_type='notes')
tasks = i.read('leads', lead_id, sub_type='tasks')
emails = i.read('leads', lead_id, sub_type='emails')
i.delete('leads', lead_id)
lead = i.create('leads', dummy_lead)
if lead is not None:
lead_id = lead['LEAD_ID']
response = i.create_child('leads', lead_id, 'convert', {'OPPORTUNITY_NAME':'Convert Me'})
leadsources = i.read('leadsources')
lead_source = i.create('leadsources', {u'LEAD_SOURCE':u'Foozle Barzle'})
if lead_source is not None:
lead_source['LEAD_SOURCE'] = 'Barzle Foozle'
lead_source_id = lead_source['LEAD_SOURCE_ID']
lead_source = i.update('leadsources', lead_source)
i.delete('leadsources', lead_source_id)
lead_statuses = i.read('leadstatuses')
lead_status = i.create('leadstatuses', {u'LEAD_STATUS':u'Foozle'})
if lead_status is not None:
lead_status_id = lead_status['LEAD_STATUS_ID']
lead_status['LEAD_STATUS']='Barzle'
lead_status['STATUS_TYPE']=1
lead_status = i.update('leadstatuses', lead_status)
i.delete('leadstatuses', lead_status_id)
notes = i.read('notes')
if notes is not None:
note_id = notes[0]['NOTE_ID']
note = i.read('notes', note_id)
comments = i.read('notes', note_id, sub_type='comments')
opportunities = i.read('opportunities')
if opportunities is not None:
opportunity_id = opportunities[0]['OPPORTUNITY_ID']
opportunity = i.read('opportunities', opportunity_id)
opportunity = i.create('opportunities', dummy_opportunity)
if opportunity is not None:
opportunity['OPPORTUNITY_NAME'] = 'Barzle'
opportunity_id = opportunity['OPPORTUNITY_ID']
opportunity = i.update('opportunities', opportunity)
i.upload_image('opportunities', opportunity_id, 'apollo17.jpg')
i.delete('opportunities', opportunity_id, 'image')
notes = i.read('opportunities', opportunity_id, sub_type='notes')
opportunity_state_reasons = i.read('opportunities', opportunity_id, sub_type='statehistory')
tasks = i.read('opportunities', opportunity_id, sub_type='tasks')
emails = i.read('opportunities', opportunity_id, sub_type='emails')
i.delete('opportunities', opportunity_id)
opportunity_categories = i.read('opportunitycategories')
opportunity_state_reasons = i.read('opportunitystatereasons')
organisations = i.read('organisations')
if organisations is not None:
organisation_id = organisations[0]['ORGANISATION_ID']
organisation = i.read('organisations', organisation_id)
organisation = i.create('organisations', dummy_organisation)
if organisation is not None:
organisation_id = organisation['ORGANISATION_ID']
organisation['ORGANISATION_NAME']='Bar Corporation'
organisation = i.update('organisations', organisation)
i.upload_image('organisations', organisation_id, 'apollo17.jpg')
i.delete('organisations', organisation_id, sub_type='image')
notes = i.read('organisations', organisation_id, sub_type='notes')
emails = i.read('organisations', organisation_id, sub_type='emails')
tasks = i.read('organisations', organisation_id, sub_type='tasks')
i.delete('organisations', organisation_id)
pipelines = i.read('pipelines')
if pipelines is not None:
pipeline_id = pipelines[0]['PIPELINE_ID']
pipeline = i.read('pipelines', pipeline_id)
pipeline_stages = i.read('pipelinestages')
if pipeline_stages is not None:
stage_id = pipeline_stages[0]['STAGE_ID']
pipeline_stage = i.read('pipelinestages', stage_id)
else:
stage_id = None
pipeline_id = None
projects = i.read('projects')
if projects is not None:
project_id = projects[0]['PROJECT_ID']
project = i.read('projects', project_id)
project = i.create('projects', dummy_project)
if project is not None:
project_id = project['PROJECT_ID']
project['PROJECT_NAME']='Barzle Corporation'
if stage_id is not None:
project['PIPELINE_ID'] = pipeline_id
project['STAGE_ID'] = stage_id
project = i.update('projects', project)
i.upload_image('projects', project_id, 'apollo17.jpg')
i.delete('projects', project_id, sub_type='image')
notes = i.read('projects', project_id, sub_type='notes')
tasks = i.read('projects', project_id, sub_type='tasks')
emails = i.read('projects', project_id, sub_type='emails')
i.delete('projects', project_id)
relationships = i.read('relationships')
task_categories = i.read('taskcategories')
tasks = i.read('tasks')
if tasks is not None:
task_id = tasks[0]['TASK_ID']
task = i.read('tasks', task_id)
users = i.read('users')
if users is not None:
user_id = users[0]['USER_ID']
user = i.read('users', user_id)
else:
user_id = None
#me = i.read('users/me')
if user_id is not None:
task = i.create('tasks', {u'TITLE':'Test',u'STATUS':u'NOT STARTED',u'COMPLETED':False,u'PUBLICLY_VISIBLE':True,u'RESPONSIBLE_USER_ID':user_id, u'OWNER_USER_ID':user_id})
if task is not None:
task_id = task['TASK_ID']
task = i.update('tasks', task)
comments = i.read('tasks', task_id, sub_type='comments')
i.delete('tasks', task_id)
team_members = i.read('teammembers')
if team_members is not None:
team_member_id = team_members[0]['PERMISSION_ID']
team_member = i.read('teammembers', team_member_id)
teams = i.read('teams')
if teams is not None:
team_id = teams[0]['TEAM_ID']
team = i.read('teams', team_id)
team = i.create('teams',{u'TEAM_NAME':u'Team Foo',u'ANONYMOUS_TEAM':False})
if team is not None:
team_id = team['TEAM_ID']
team['TEAM_NAME'] = 'Team Bar'
team = i.update('teams', team)
i.delete('teams', team_id)
failures = list()
print(str(i.tests_passed) + ' out of ' + str(i.tests_run) + ' passed')
if len(i.test_failures) > 0:
print ('')
print ('Test Failures')
for f in i.test_failures:
print (f)
failures.append(f)
return i.test_failures
class crmHelper():
global dev
global TIMEAMOUNT
def __init__(self):
# link to the crm
if not dev:
self.crm = Insightly(apikey="1b59c7a6-98cc-4788-b4ae-d063453e04ab")
self.taglist={}
self.idlist={}
self.complist={}
self.comptaglist={}
self.noteslist={} # maps contact ids to time of contact
self.notesbyidlist={} # maps note ids to time of contact
self.loadContacts()
self.loadNotes()
self.loadTasks()
self.loadCompanies()
self.loadUsers()
self.loadOpportunities()
def loadContacts(self):
# get contacts
if dev:
# load from file for testing
self.contacts=json.load(open("crmdump.txt"))
else:
self.contacts = self.crm.getContacts()
json.dump(self.contacts, open("crmdump.txt", "w"))
# map names to ids
for x in self.contacts:
self.idlist[x["CONTACT_ID"]]="%s %s" % (x["FIRST_NAME"], x["LAST_NAME"])
# map names to tags
for x in self.contacts:
if x.has_key("TAGS"):
tags=x["TAGS"]
for t in tags:
thistag=t["TAG_NAME"]
if self.taglist.has_key(thistag):
self.taglist[thistag].append(x["CONTACT_ID"])
else:
self.taglist[thistag]=[]
self.taglist[thistag].append(x["CONTACT_ID"])
def loadTasks(self):
if dev:
# load from file for testing
self.tasks=json.load(open("crmtaskdump.txt"))
else:
self.tasks = self.crm.getTasks()
json.dump(self.tasks, open("crmtaskdump.txt", "w"))
def loadNotes(self):
# get all notes
if dev:
# load from file for testing
self.notes=json.load(open("crmnotedump.txt"))
else:
self.notes = self.crm.getNotes()
json.dump(self.notes, open("crmnotedump.txt", "w"))
# check we have made notes recently
for who in self.idlist.keys(): # go through all contacts and work out last contact time
for x in self.notes:
for y in x['NOTELINKS']: # go through all of the note links
name=y['CONTACT_ID'] # get the associated contact
if name==who:
time_added=datetime.datetime.strptime(x['DATE_UPDATED_UTC'], "%Y-%m-%d %H:%M:%S") # update time
now=datetime.datetime.utcnow()
elapsed = now - time_added
if self.noteslist.has_key(who):
if self.noteslist[who]>elapsed.days:
self.noteslist[who]=elapsed.days
else:
self.noteslist[who]=elapsed.days
# get id of recent notes
for x in self.notes:
time_added=datetime.datetime.strptime(x['DATE_UPDATED_UTC'], "%Y-%m-%d %H:%M:%S") # update time
now=datetime.datetime.utcnow()
elapsed = now - time_added
if (elapsed.days * 60*60*24) + elapsed.seconds < TIMEAMOUNT:
self.notesbyidlist[x['NOTE_ID']]=(elapsed.days * 60*60*24) + elapsed.seconds
def loadCompanies(self):
# get companies
if dev:
# load from file for testing
self.companies=json.load(open("crmcompdump.txt"))
else:
self.companies = self.crm.getOrganizations()
json.dump(self.companies, open("crmcompdump.txt", "w"))
# map names to ids
for x in self.companies:
self.complist[x["ORGANISATION_ID"]]=x["ORGANISATION_NAME"]
# map names to tags
for x in self.companies:
if x.has_key("TAGS"):
tags=x["TAGS"]
for t in tags:
thistag=t["TAG_NAME"]
if self.comptaglist.has_key(thistag):
self.comptaglist[thistag].append(x["ORGANISATION_ID"])
else:
self.comptaglist[thistag]=[]
self.comptaglist[thistag].append(x["ORGANISATION_ID"])
def loadUsers(self):
# get users
if dev:
# load from file for testing
self.users=json.load(open("crmuserdump.txt"))
else:
self.users = self.crm.getUsers()
json.dump(self.users, open("crmuserdump.txt", "w"))
self.username={}
for x in self.users:
self.username[x['USER_ID']] = x['FIRST_NAME']
def getTag(self, tag):
if self.taglist.has_key(tag):
return(self.taglist[tag])
else:
print "Tag %s not found." % tag
return([])
def getEmpbyCompany(self):
ret={}
for x in self.contacts:
comp=x['DEFAULT_LINKED_ORGANISATION']
if comp<>None:
if ret.has_key(comp):
ret[comp]=ret[comp]+1
else:
ret[comp]=1
tabsort=sorted(ret.items(), key=lambda x: x[1])
tabsort.reverse()
return(tabsort)
def loadOpportunities(self):
if dev:
# load from file for testing
self.opportunities=json.load(open("crmoppsdump.txt"))
else:
self.opportunities = self.crm.getOpportunities()
json.dump(self.opportunities, open("crmoppsdump.txt", "w"))
def getOpportunities(self):
ret=[]
for x in self.opportunities:
id=x['OPPORTUNITY_ID']
name=x['OPPORTUNITY_NAME']
amount=x['BID_AMOUNT']
chance=x['PROBABILITY']
owner=x['OWNER_USER_ID']
details=x['OPPORTUNITY_DETAILS']
if amount==None: amount=0
if chance==None: chance=0
if details==None: details=""
ret.append({'id': id, 'name' : name, 'details' : details, 'amount' : amount, 'chance' : chance, 'owner' : self.username[owner]})
return(ret)
def getTag(self, tag):
if self.taglist.has_key(tag):
return(self.taglist[tag])
else:
print "Tag %s not found." % tag
return([])
def getTasks(self):
ret=[]
for x in self.tasks:
id=x['TASK_ID']
title=x['Title']
d=x['DUE_DATE']
if d:
t=datetime.datetime.strptime(d, "%Y-%m-%d %H:%M:%S")
due=t.strftime('%d %b %Y')
else:
due="Not Set"
# check if overdue
now=datetime.datetime.now()
if now>t:
overdue=True
else:
overdue=False
completed=x['COMPLETED']
details=x['DETAILS']
status=x['STATUS']
who=self.username[x['RESPONSIBLE_USER_ID']]
if not completed:
ret.append({'id': id, 'overdue': overdue, 'title': title, 'due': due, 'completed': completed, 'details': details, 'status': status, 'who': who})
return(ret)
def getCompanyTag(self, tag):
if self.comptaglist.has_key(tag):
return(self.comptaglist[tag])
else:
print "Tag %s not found." % tag
return([])
def getAllTags(self):
return(self.taglist.keys())
def getAllCompanyTags(self):
return(self.comptaglist.keys())
def getNewContacts(self):
newc=[]
for x in self.contacts:
time_added=datetime.datetime.strptime(x['DATE_CREATED_UTC'], "%Y-%m-%d %H:%M:%S")
now=datetime.datetime.utcnow()
elapsed = now - time_added
if (elapsed.days * 60*60*24) + elapsed.seconds < TIMEAMOUNT:
newc.append(x['CONTACT_ID'])
return(newc)
def getCompanieswithTag(self, tag):
if self.comptaglist.has_key(tag):
return(self.comptaglist[tag])
else:
return([])
def getContactswithTag(self, tag):
if self.taglist.has_key(tag):
return(self.taglist[tag])
else:
return([])
def getNewCompanies(self):
newc=[]
for x in self.companies:
time_added=datetime.datetime.strptime(x['DATE_CREATED_UTC'], "%Y-%m-%d %H:%M:%S")
now=datetime.datetime.utcnow()
elapsed = now - time_added
if (elapsed.days * 60*60*24) + elapsed.seconds < TIMEAMOUNT:
newc.append(x['ORGANISATION_ID'])
return(newc)
def checkContact(self,who, days):
# check we have made notes recently - return True/False and number of days since contact
if self.noteslist.has_key(who):
if self.noteslist[who]<=days:
return(True, self.noteslist[who])
else:
return(False, self.noteslist[who])
else:
return(False, None)
def getTagwithNoContact(self, tag, days):
# return list of contacts with no comms
ret=[]
for p in self.taglist[tag]:
(flag, d) = self.checkContact(p, days)
if not flag:
ret.append([p, d])
return(ret)
def getNote(self, id):
for x in self.notes:
if x['NOTE_ID']==id:
return(x)
def getNewNotes(self):
data=[]
tabsort=sorted(self.notesbyidlist.items(), key=lambda x: x[1])
# tabsort.reverse()
for x in tabsort:
noteid=x[0]
n=self.getNote(noteid)
who=self.username[n['OWNER_USER_ID']]
con=""
for y in n['NOTELINKS']:
name=y['CONTACT_ID']
if name<>None:
con+=self.idlist[name]
title=n['TITLE']
body=n['BODY']
data.append([who, con, title, body])
return(data)
class crm():
################################
# data and methods for the crm #
################################
def __init__(self, insight_key):
self.crm = Insightly(apikey=insight_key)
self.load_insightly_contacts()
self.load_insightly_orgs()
def load_insightly_contacts(self):
###################################
# load contact ids from insightly #
###################################
self.ins_contacts = {}
conns = self.crm.getContacts()
for c in conns:
self.ins_contacts["%s %s" % (c['FIRST_NAME'],
c['LAST_NAME'])] = c['CONTACT_ID']
def addContact(self, dets, who):
###################################
# add a new contact, also a new #
# org if required #
###################################
c = {}
c['CONTACT_ID'] = 0 # id=0 means add a new one
c['FIRST_NAME'] = dets["first-name"]
c['LAST_NAME'] = dets["last-name"]
c['BACKGROUND'] = dets["summary"]
# Tags for location and who owns the contact in Linked-In
c['TAGS'] = []
c['TAGS'].append(
{"TAG_NAME": "Location-%s" % dets["location-country"].upper()})
c['TAGS'].append({"TAG_NAME": "LIContact-%s" % who})
c['IMAGE_URL'] = dets['pictureUrl']
linkedinurl = "https://www.linkedin.com/profile/view?%s" % dets['id']
c["CONTACTINFOS"] = [{
"SUBTYPE": "LinkedInPublicProfileUrl",
"TYPE": "SOCIAL",
"DETAIL": linkedinurl,
"LABEL": "LinkedInPublicProfileUrl"
}]
# find org
c['LINKS'] = []
l = {}
if self.orgs.has_key(dets['company']):
c['DEFAULT_LINKED_ORGANISATION'] = self.orgs[dets['company']]
l['ORGANISATION_ID'] = self.orgs[dets['company']]
else:
c['DEFAULT_LINKED_ORGANISATION'] = self.addOrg(dets['company'])
l['ORGANISATION_ID'] = self.addOrg(dets['company'])
l['ROLE'] = dets['title']
c['LINKS'].append(l)
print json.dumps(c, indent=3)
self.crm.addContact(c)
def addOrg(self, name):
###################################
# add a new organisation #
###################################
c = {}
c['ORGANISATION_NAME'] = name
resp = self.crm.addOrganization(c)
return (resp['ORGANISATION_ID'])
###################################
# load org ids from insightly #
###################################
def load_insightly_orgs(self):
o = self.crm.getOrganizations()
self.orgs = {}
for x in o:
self.orgs[x['ORGANISATION_NAME']] = x['ORGANISATION_ID']
class crm():
################################
# data and methods for the crm #
################################
def __init__(self, insight_key):
print "Connecting to Insightly..."
# link to the crm
self.crm = Insightly(apikey=insight_key)
# load all contacts and orgs from crm
self.load_insightly_contacts()
self.load_insightly_orgs()
def load_insightly_contacts(self):
# load contact ids from insightly #
self.ins_contacts = {}
conns = self.crm.getContacts()
for c in conns:
self.ins_contacts["%s %s" % (c['FIRST_NAME'],
c['LAST_NAME'])] = c['CONTACT_ID']
def addContact(self, dets, who):
# add a new contact, also a new org if required
c = {}
c['CONTACT_ID'] = 0 # id=0 means add a new one
c['FIRST_NAME'] = dets["first-name"]
c['LAST_NAME'] = dets["last-name"]
c['BACKGROUND'] = dets["summary"]
# Tags for location and who owns the contact in Linked-In
c['TAGS'] = []
if dets["location-country"] <> None:
c['TAGS'].append(
{"TAG_NAME": "Location-%s" % dets["location-country"].upper()})
c['TAGS'].append({"TAG_NAME": "LIContact-%s" % who})
# linkedIn URL
c["CONTACTINFOS"] = [{
"SUBTYPE": "LinkedInPublicProfileUrl",
"TYPE": "SOCIAL",
"DETAIL": dets['linkedInUrl'],
"LABEL": "linkedInPublicProfileUrl"
}]
# Add email address if we have one
if dets['email'] <> None:
c["CONTACTINFOS"].append({
"TYPE": "EMAIL",
"DETAIL": dets['email'],
"LABEL": "Work"
})
# See if we can find a matching organisation
c['LINKS'] = []
l = {}
if self.orgs.has_key(dets['company']):
c['DEFAULT_LINKED_ORGANISATION'] = self.orgs[dets['company']]
l['ORGANISATION_ID'] = self.orgs[dets['company']]
else:
# no match, so add one
l['ORGANISATION_ID'] = self.addOrg(dets['company'])
# add job title
l['ROLE'] = dets['title']
c['LINKS'].append(l)
# add contact record to crm
try:
c = self.crm.addContact(c)
except urllib2.HTTPError as e:
print "Error adding contact."
print e
print json.dumps(c)
sys.exit()
# add to in memory list
self.ins_contacts["%s %s" %
(c['FIRST_NAME'], c['LAST_NAME'])] = c['CONTACT_ID']
# Update image
if dets['pictureUrl'] <> None:
img = urllib2.urlopen(dets['pictureUrl']).read()
self.addPicture(c['CONTACT_ID'], img)
def addPicture(self, id, picturestream):
callREST("PUT", "/v2.1/Contacts/%s/Image/name.jpg" % str(id),
picturestream)
def addPicturetoName(self, name, picturestream):
# add a picture to a name
if self.ins_contacts.has_key(name):
id = self.ins_contacts[name]
self.addPicture(id, picturestream)
else:
print "%s - name not found in Insighly" % name
def addEmailtoName(self, name, email, label="WORK"):
# add an email to a name
if self.ins_contacts.has_key(name):
id = self.ins_contacts[name]
self.addEmail(id, email, label)
else:
print "%s - name not found in Insighly" % name
def addEmail(self, id, email, label="WORK"):
# add email to an id
# get the record
c = self.crm.getContact(id)
# add email
c["CONTACTINFOS"].append({
"TYPE": "EMAIL",
"DETAIL": email,
"LABEL": label
})
# save
self.crm.addContact(c)
def addPhonetoName(self, name, phone, label="WORK"):
# add a phone number to a name
if self.ins_contacts.has_key(name):
id = self.ins_contacts[name]
self.addPhone(id, phone, label)
else:
print "%s - name not found in Insighly" % name
def addPhone(self, id, phone, label="WORK"):
# add phone number to an id
# get the record
c = self.crm.getContact(id)
# add email
c["CONTACTINFOS"].append({
"TYPE": "PHONE",
"DETAIL": phone,
"LABEL": label
})
# save
self.crm.addContact(c)
def addOrg(self, name):
# add a new organisation
c = {}
c['ORGANISATION_NAME'] = name
resp = self.crm.addOrganization(c)
# add to list of organisations in memory
self.orgs[name] = resp['ORGANISATION_ID']
# return id
return (resp['ORGANISATION_ID'])
def load_insightly_orgs(self):
# load org ids from insightly
o = self.crm.getOrganizations()
self.orgs = {}
for x in o:
self.orgs[x['ORGANISATION_NAME']] = x['ORGANISATION_ID']
def checkDetails(self, id, name, who):
# check for an existing entry if it is in step with linkedIn.
# Extend later. For not it just appends a tag if missing
# get contact details for supplied id
contact = self.crm.getContact(id)
# create tag to add for owner
tag = {"TAG_NAME": "LIContact-%s" % who}
# add tag if needed
if contact.has_key("TAGS"):
t = contact["TAGS"]
if tag not in t:
t.append(tag)
print "Adding tag %s to %s %s" % (tag, contact['FIRST_NAME'],
contact['LAST_NAME'])
contact["TAGS"] = t
self.crm.addContact(contact)
# no Tags so add from scratch
else:
t = [tag]
contacts["TAGS"] = t
self.crm.addContact(contact)
class crmHelper():
global dev
global TIMEAMOUNT
def __init__(self):
# link to the crm
if not dev:
self.crm = Insightly(apikey="1b59c7a6-98cc-4788-b4ae-d063453e04ab")
self.taglist = {}
self.idlist = {}
self.complist = {}
self.comptaglist = {}
self.noteslist = {} # maps contact ids to time of contact
self.notesbyidlist = {} # maps note ids to time of contact
self.loadContacts()
self.loadNotes()
self.loadTasks()
self.loadCompanies()
self.loadUsers()
self.loadOpportunities()
def loadContacts(self):
# get contacts
if dev:
# load from file for testing
self.contacts = json.load(open("crmdump.txt"))
else:
self.contacts = self.crm.getContacts()
json.dump(self.contacts, open("crmdump.txt", "w"))
# map names to ids
for x in self.contacts:
self.idlist[x["CONTACT_ID"]] = "%s %s" % (x["FIRST_NAME"],
x["LAST_NAME"])
# map names to tags
for x in self.contacts:
if x.has_key("TAGS"):
tags = x["TAGS"]
for t in tags:
thistag = t["TAG_NAME"]
if self.taglist.has_key(thistag):
self.taglist[thistag].append(x["CONTACT_ID"])
else:
self.taglist[thistag] = []
self.taglist[thistag].append(x["CONTACT_ID"])
def loadTasks(self):
if dev:
# load from file for testing
self.tasks = json.load(open("crmtaskdump.txt"))
else:
self.tasks = self.crm.getTasks()
json.dump(self.tasks, open("crmtaskdump.txt", "w"))
def loadNotes(self):
# get all notes
if dev:
# load from file for testing
self.notes = json.load(open("crmnotedump.txt"))
else:
self.notes = self.crm.getNotes()
json.dump(self.notes, open("crmnotedump.txt", "w"))
# check we have made notes recently
for who in self.idlist.keys(
): # go through all contacts and work out last contact time
for x in self.notes:
for y in x['NOTELINKS']: # go through all of the note links
name = y['CONTACT_ID'] # get the associated contact
if name == who:
time_added = datetime.datetime.strptime(
x['DATE_UPDATED_UTC'],
"%Y-%m-%d %H:%M:%S") # update time
now = datetime.datetime.utcnow()
elapsed = now - time_added
if self.noteslist.has_key(who):
if self.noteslist[who] > elapsed.days:
self.noteslist[who] = elapsed.days
else:
self.noteslist[who] = elapsed.days
# get id of recent notes
for x in self.notes:
time_added = datetime.datetime.strptime(
x['DATE_UPDATED_UTC'], "%Y-%m-%d %H:%M:%S") # update time
now = datetime.datetime.utcnow()
elapsed = now - time_added
if (elapsed.days * 60 * 60 * 24) + elapsed.seconds < TIMEAMOUNT:
self.notesbyidlist[x['NOTE_ID']] = (elapsed.days * 60 * 60 *
24) + elapsed.seconds
def loadCompanies(self):
# get companies
if dev:
# load from file for testing
self.companies = json.load(open("crmcompdump.txt"))
else:
self.companies = self.crm.getOrganizations()
json.dump(self.companies, open("crmcompdump.txt", "w"))
# map names to ids
for x in self.companies:
self.complist[x["ORGANISATION_ID"]] = x["ORGANISATION_NAME"]
# map names to tags
for x in self.companies:
if x.has_key("TAGS"):
tags = x["TAGS"]
for t in tags:
thistag = t["TAG_NAME"]
if self.comptaglist.has_key(thistag):
self.comptaglist[thistag].append(x["ORGANISATION_ID"])
else:
self.comptaglist[thistag] = []
self.comptaglist[thistag].append(x["ORGANISATION_ID"])
def loadUsers(self):
# get users
if dev:
# load from file for testing
self.users = json.load(open("crmuserdump.txt"))
else:
self.users = self.crm.getUsers()
json.dump(self.users, open("crmuserdump.txt", "w"))
self.username = {}
for x in self.users:
self.username[x['USER_ID']] = x['FIRST_NAME']
def getTag(self, tag):
if self.taglist.has_key(tag):
return (self.taglist[tag])
else:
print "Tag %s not found." % tag
return ([])
def getEmpbyCompany(self):
ret = {}
for x in self.contacts:
comp = x['DEFAULT_LINKED_ORGANISATION']
if comp <> None:
if ret.has_key(comp):
ret[comp] = ret[comp] + 1
else:
ret[comp] = 1
tabsort = sorted(ret.items(), key=lambda x: x[1])
tabsort.reverse()
return (tabsort)
def loadOpportunities(self):
if dev:
# load from file for testing
self.opportunities = json.load(open("crmoppsdump.txt"))
else:
self.opportunities = self.crm.getOpportunities()
json.dump(self.opportunities, open("crmoppsdump.txt", "w"))
def getOpportunities(self):
ret = []
for x in self.opportunities:
id = x['OPPORTUNITY_ID']
name = x['OPPORTUNITY_NAME']
amount = x['BID_AMOUNT']
chance = x['PROBABILITY']
owner = x['OWNER_USER_ID']
details = x['OPPORTUNITY_DETAILS']
if amount == None: amount = 0
if chance == None: chance = 0
if details == None: details = ""
ret.append({
'id': id,
'name': name,
'details': details,
'amount': amount,
'chance': chance,
'owner': self.username[owner]
})
return (ret)
def getTag(self, tag):
if self.taglist.has_key(tag):
return (self.taglist[tag])
else:
print "Tag %s not found." % tag
return ([])
def getTasks(self):
ret = []
for x in self.tasks:
id = x['TASK_ID']
title = x['Title']
d = x['DUE_DATE']
t = datetime.datetime.strptime(d, "%Y-%m-%d %H:%M:%S")
due = t.strftime('%d %b %Y')
# check if overdue
now = datetime.datetime.now()
if now > t:
overdue = True
else:
overdue = False
completed = x['COMPLETED']
details = x['DETAILS']
status = x['STATUS']
who = self.username[x['RESPONSIBLE_USER_ID']]
if not completed:
ret.append({
'id': id,
'overdue': overdue,
'title': title,
'due': due,
'completed': completed,
'details': details,
'status': status,
'who': who
})
return (ret)
def getCompanyTag(self, tag):
if self.comptaglist.has_key(tag):
return (self.comptaglist[tag])
else:
print "Tag %s not found." % tag
return ([])
def getAllTags(self):
return (self.taglist.keys())
def getAllCompanyTags(self):
return (self.comptaglist.keys())
def getNewContacts(self):
newc = []
for x in self.contacts:
time_added = datetime.datetime.strptime(x['DATE_CREATED_UTC'],
"%Y-%m-%d %H:%M:%S")
now = datetime.datetime.utcnow()
elapsed = now - time_added
if (elapsed.days * 60 * 60 * 24) + elapsed.seconds < TIMEAMOUNT:
newc.append(x['CONTACT_ID'])
return (newc)
def getCompanieswithTag(self, tag):
if self.comptaglist.has_key(tag):
return (self.comptaglist[tag])
else:
return ([])
def getContactswithTag(self, tag):
if self.taglist.has_key(tag):
return (self.taglist[tag])
else:
return ([])
def getNewCompanies(self):
newc = []
for x in self.companies:
time_added = datetime.datetime.strptime(x['DATE_CREATED_UTC'],
"%Y-%m-%d %H:%M:%S")
now = datetime.datetime.utcnow()
elapsed = now - time_added
if (elapsed.days * 60 * 60 * 24) + elapsed.seconds < TIMEAMOUNT:
newc.append(x['ORGANISATION_ID'])
return (newc)
def checkContact(self, who, days):
# check we have made notes recently - return True/False and number of days since contact
if self.noteslist.has_key(who):
if self.noteslist[who] <= days:
return (True, self.noteslist[who])
else:
return (False, self.noteslist[who])
else:
return (False, None)
def getTagwithNoContact(self, tag, days):
# return list of contacts with no comms
ret = []
for p in self.taglist[tag]:
(flag, d) = self.checkContact(p, days)
if not flag:
ret.append([p, d])
return (ret)
def getNote(self, id):
for x in self.notes:
if x['NOTE_ID'] == id:
return (x)
def getNewNotes(self):
data = []
tabsort = sorted(self.notesbyidlist.items(), key=lambda x: x[1])
# tabsort.reverse()
for x in tabsort:
noteid = x[0]
n = self.getNote(noteid)
who = self.username[n['OWNER_USER_ID']]
con = ""
for y in n['NOTELINKS']:
name = y['CONTACT_ID']
if name <> None:
con += self.idlist[name]
title = n['TITLE']
body = n['BODY']
data.append([who, con, title, body])
return (data)
def post(self):
"""
Process submitted form, create contact/lead and reminder task, serve response
"""
#
# get form fields
#
first_name = self.request.get('first_name')
last_name = self.request.get('last_name')
organisation = self.request.get('organisation')
phone = self.request.get('phone')
email = self.request.get('email')
website = self.request.get('website')
comment = self.request.get('comment')
addtask = self.request.get('addtask')
saveas = self.request.get('saveas')
responsible_user_id = self.request.get('responsible_user_id')
#
# This is a good place to check for spam/bot submissions using Akismet
# or a captcha test like ReCaptcha. If the lead or contact is flagged as
# spam, add a tag "spam". This way the user can decide keep or discard
# these entries at their discretion, while easily flagged suspect entries
# for review.
#
ip_address = self.request.remote_addr
this_is_spam = spam_test(ip_address, comment)
tags = list()
if this is spam:
tags.append({'TAG_NAME': 'spam'})
#
# get the hidden field saveas, which can be contact or lead,
# if omitted, saveas=lead
#
if saveas != 'contact' and saveas != 'lead':
saveas = 'lead'
if addtask == 'y' or addtask == 'Y':
addtask = True
else:
addtask = False
i = Insightly(apikey=apikey)
if saveas == 'lead':
lead = dict(
FIRST_NAME=first_name,
LAST_NAME=last_name,
ORGANIZATION_NAME=organisation,
PHONE_NUMBER=phone,
EMAIL_ADDRESS=email,
TAGS=tags,
)
i.create('leads', lead)
else:
contactinfos = list()
if len(phone) > 0:
contactinfo = dict(
TYPE='PHONE',
LABEL='Work',
DETAIL=phone,
)
contactinfos.append(contactinfo)
if len(email) > 0:
contactinfo = dict(
TYPE='EMAIL',
LABEL='Work',
DETAIL=email,
)
contactinfos.append(contactinfo)
if len(website) > 0:
contactinfo = dict(
TYPE='WEBSITE',
LABEL='Work',
DETAIL=website,
)
contactinfos.append(contactinfo)
contact = dict(
FIRST_NAME=first_name,
LAST_NAME=last_name,
CONTACTINFOS=contactinfos,
BACKGROUND=comment,
TAGS=tags,
)
i.create('contacts', contact)
if addtask:
task = dict(
TITLE='Follow up with ' + first_name + ' ' + last_name,
STATUS='Not Started',
COMPLETED=False,
PUBLICLY_VISIBLE=True,
DETAILS=comment,
)
if len(responsible_user_id) > 0:
task['RESPONSIBLE_USER_ID'] = int(responsible_user_id)
i.create('tasks', task)
data = dict(
first_name=first_name,
last_name=last_name,
organisation=organisation,
phone=phone,
email=email,
website=website,
)
#
# render and serve the response page
#
self.response.out.write(load_page('thank_you.html', data=data))
#
# create and send an email to the user
#
if len(email) > 0 and string.count(email, '@') > 0:
send_email(email)
from insightly import Insightly
import pandas as pd
import datetime as dt
from xlsxwriter.utility import xl_rowcol_to_cell
import win32com.client as win32
#connect to insightly API
i = Insightly(apikey='6198d026-4015-40b6-a877-df96ecece0b1',
version='2.2',
debug=True)
#read all opportunities from insightly as a list of dictionaries
opps = i.read('opportunities', top=500)
#read pipeline stages from instightly as list of dictionaries
stages = i.read('pipelinestages')
#read users from instightly as list of dictionaries
users = i.read('users')
#turn insightly data into a dataframe
opps_df = pd.DataFrame(opps)
#takes a dataframe and column, converts the column to a datetime type
def changeDateFormat(df, col):
df[col] = pd.to_datetime(df[col]) #.dt.strftime('%m/%d/%Y')
return df[col]
#creates open report for pat and emails excel file
def test_v22(apikey='', dev=None):
i = Insightly(apikey=apikey, version='2.2', dev=dev, test=True)
i.tests_run = 0
i.tests_passed = 0
# test permissions, create object with visible_to=owner, switch API key, view
apikeys = list()
try:
f = open('api-keys.csv','r')
text = f.read()
rows = string.split(text,'\n')
for r in rows:
cols = string.split(r,',')
if len(cols) == 5:
apikeys.append(cols[4])
except:
apikeys = None
if apikeys is not None:
i.apikey = apikeys[0]
contact = dummy_contact
contact[u'VISIBLE_TO'] = u'OWNER'
contact = i.create('contacts', contact)
contact_id = contact['CONTACT_ID']
i.apikey = apikeys[1]
i.tests_run += 1
try:
contact = i.get('contacts', contact_id)
i.printline('FAIL: /contacts permissions')
except:
i.tests_passed += 1
i.printline('PASS: /contacts permissions')
i.apikey = apikeys[0]
contacts = i.search('contacts','first_name=' + dummy_contact['FIRST_NAME'])
i.delete('contacts', contact_id)
event = dummy_event
event[u'PUBLICLY_VISIBLE'] = False
event = i.create('events', event)
event_id = event['EVENT_ID']
i.apikey = apikeys[1]
i.tests_run += 1
try:
event = i.get('events', event_id)
i.printline('FAIL: /events permissions')
except:
i.tests_passed += 1
i.printline('PASS: /events permissions')
i.apikey = apikeys[0]
i.delete('events', event_id)
lead = dummy_lead
lead[u'VISIBLE_TO'] = u'OWNER'
lead = i.create('leads', lead)
lead_id = lead['LEAD_ID']
leads = i.search('leads','first_name=' + dummy_lead['FIRST_NAME'])
i.apikey = apikeys[1]
i.tests_run += 1
try:
lead = i.get('leads', lead_id)
i.printline('FAIL: /leads permissions')
except:
i.tests_passed ++ 1
i.printline('PASS: /leads permissions')
i.apikey = apikeys[0]
i.delete('leads', lead_id)
opportunity = dummy_opportunity
opportunity[u'VISIBLE_TO'] = u'OWNER'
opportunity = i.create('opportunities', opportunity)
opportunity_id = opportunity['OPPORTUNITY_ID']
opportunities = i.search('opportunities', 'opportunity_name=' + dummy_opportunity['OPPORTUNITY_NAME'])
i.apikey = apikeys[1]
i.tests_run += 1
try:
opportunity = i.get('opportunities', opportunity_id)
i.printline('FAIL: /opportunities permissions')
except:
i.tests_passed ++ 1
i.printline('PASS: /opportunities permissions')
i.apikey = apikeys[0]
i.delete('opportunities', opportunity_id)
organisation = dummy_organisation
organisation[u'VISIBLE_TO'] = u'OWNER'
organisation = i.create('organisations', organisation)
organisation_id = organisation['ORGANISATION_ID']
organizations = i.search('organisations', 'organisation_name=' + dummy_organisation['ORGANISATION_NAME'])
i.apikey = apikeys[1]
i.tests_run += 1
try:
organisation = i.get('organisations', organisation_id)
i.printline('FAIL: /organisations permissions')
except:
i.tests_passed += 1
i.printline('PASS: /organisations permissions')
i.apikey = apikeys[0]
i.delete('organisations', organisation_id)
project = dummy_project
project[u'VISIBLE_TO'] = u'OWNER'
project = i.create('projects', project)
project_id = project['PROJECT_ID']
projects = i.search('projects', 'project_name=' + dummy_project['PROJECT_NAME'])
i.apikey = apikeys[1]
i.tests_run += 1
try:
project = i.get('projects', project_id)
i.printline('FAIL: /projects permissions')
except:
i.tests_passed += 1
i.printline('PASS: /projects permissions')
i.apikey = apikeys[0]
i.delete('projects', project_id)
# test activity sets
activity_sets = i.read('activitysets')
if activity_sets is not None:
activity_set_id = activity_sets[0]['ACTIVITYSET_ID']
activity_set = i.read('activitysets', id=activity_set_id)
# test contacts
contacts = i.read('contacts')
if contacts is not None:
if len(contacts) > 0:
contact_id = contacts[0]['CONTACT_ID']
contact = i.get('contacts', contact_id)
contact = {'FIRST_NAME':u'Test',u'LAST_NAME':u'ミスターマコーネル'}
contact = i.create('contacts', contact)
if contact is not None:
contact = i.update('contacts', contact)
contact_id = contact['CONTACT_ID']
i.upload_image('contacts', contact_id, 'apollo17.jpg')
address = i.create_child('contacts', contact_id, 'addresses', {u'ADDRESS_TYPE':u'HOME',u'CITY':u'San Francisco', u'STATE':u'CA', u'COUNTRY':u'United States'})
if address is not None:
address_id = address['ADDRESS_ID']
i.delete('contacts',contact_id,sub_type='addresses',sub_type_id=address_id)
contactinfo = i.create_child('contacts', contact_id, 'contactinfos', {u'TYPE':u'EMAIL',u'SUBTYPE':u'Home',u'DETAIL':u'*****@*****.**'})
if contactinfo is not None:
contact_info_id = contactinfo['CONTACT_INFO_ID']
i.delete('contacts', contact_id, sub_type='contactinfos', sub_type_id = contact_info_id)
contact_date = {u'OCCASION_NAME':u'Birthday',u'OCCASION_DATE':'2016-05-02T12:00:00Z'}
contact_date = i.create_child('contacts', contact_id, 'dates', contact_date)
if contact_date is not None:
date_id = contact_date['DATE_ID']
i.delete('contacts', contact_id, sub_type='dates', sub_type_id=date_id)
tag = {u'TAG_NAME':'foo'}
i.create_child('contacts', contact_id, 'tags', tag)
i.delete('contacts', contact_id,sub_type='tags', sub_type_id = 'foo')
note = {'TITLE':'Test', 'BODY':'This is the body'}
note = i.create_child('contacts', contact_id, 'notes', note)
events = i.read('contacts', contact_id, sub_type='events')
file_attachments = i.read('contacts', contact_id, sub_type='fileattachments')
i.upload('contacts', contact_id, 'apollo17.jpg')
i.create_child('contacts', contact_id, 'follow', {})
i.delete('contacts', contact_id, sub_type='follow')
tasks = i.read('contacts', contact_id, sub_type='tasks')
emails = i.read('contacts', contact_id, sub_type='emails')
organizations = i.read('organisations',top=5)
if organizations is not None:
if len(organizations) > 0:
organization = organizations[0]
organization_id = organization['ORGANISATION_ID']
link = i.create_child('contacts',contact_id,'links',{'ORGANISATION_ID':organization_id})
if link is not None:
i.delete('contacts',contact_id,sub_type='links',sub_type_id=link['LINK_ID'])
# TODO: figure out contactlinks endpoint, not well documented
i.delete('contacts', contact_id)
countries = i.read('countries')
currencies = i.read('currencies')
custom_field_groups = i.read('customfieldgroups')
custom_fields = i.read('customfields')
if custom_fields is not None:
custom_field_id = custom_fields[0]['CUSTOM_FIELD_ID']
custom_field = i.read('customfields', custom_field_id)
emails = i.read('emails')
if emails is not None:
email_id = emails[0]['EMAIL_ID']
email = i.read('emails', email_id)
i.create_child('emails', email_id, 'tags', {u'TAG_NAME':'foo'})
i.delete('emails', email_id, sub_type='tags', sub_type_id = 'foo')
comments = i.read('emails', email_id, sub_type='/comments')
events = i.read('events')
file_categories = i.read('filecategories')
if file_categories is not None:
file_category_id = file_categories[0]['CATEGORY_ID']
file_category = i.read('filecategories', file_category_id)
follows = i.read('follows')
instance = i.read('instance')
leads = i.read('leads')
if leads is not None:
lead_id = leads[0]['LEAD_ID']
lead = i.read('leads', lead_id)
lead = i.create('leads', {u'FIRST_NAME':u'foo', u'LAST_NAME':u'bar'})
if lead is not None:
lead_id = lead['LEAD_ID']
lead['FIRST_NAME']='foozle'
lead = i.update('leads', lead)
i.upload_image('leads', lead_id, 'apollo17.jpg')
i.delete('leads', lead_id, sub_type='image')
i.create_child('leads', lead_id, 'tags', {'TAG_NAME':'foo'})
i.delete('leads', lead_id, sub_type='tags', sub_type_id='foo')
i.create_child('leads', lead_id, 'follow', {})
i.delete('leads', lead_id, sub_type='follow')
notes = i.read('leads', lead_id, sub_type='notes')
i.create_child('leads', lead_id, 'notes', {u'TITLE':u'foo',u'BODY':u'This is the body'})
events = i.read('leads', lead_id, sub_type='events')
file_attachments = i.read('leads', lead_id, sub_type='fileattachments')
i.upload('leads', lead_id, 'apollo17.jpg')
tasks = i.read('leads', lead_id, sub_type='tasks')
emails = i.read('leads', lead_id, sub_type='emails')
i.delete('leads', lead_id)
leadsources = i.read('leadsources')
lead_source = i.create('leadsources', {u'LEAD_SOURCE':u'Foozle Barzle'})
if lead_source is not None:
lead_source['LEAD_SOURCE'] = 'Barzle Foozle'
lead_source_id = lead_source['LEAD_SOURCE_ID']
lead_source = i.update('leadsources', lead_source)
i.delete('leadsources', lead_source_id)
lead_statuses = i.read('leadstatuses')
lead_status = i.create('leadstatuses', {u'LEAD_STATUS':u'Foozle'})
if lead_status is not None:
lead_status_id = lead_status['LEAD_STATUS_ID']
lead_status['LEAD_STATUS']='Barzle'
lead_status['STATUS_TYPE']=1
lead_status = i.update('leadstatuses', lead_status)
i.delete('leadstatuses', lead_status_id)
notes = i.read('notes')
if notes is not None:
note_id = notes[0]['NOTE_ID']
note = i.read('notes', note_id)
file_attachments = i.read('notes', note_id, sub_type='fileattachments')
i.create_child('notes', note_id, 'follow', {})
i.delete('notes', note_id, sub_type='follow')
comments = i.read('notes', note_id, sub_type='comments')
opportunities = i.read('opportunities')
if opportunities is not None:
opportunity_id = opportunities[0]['OPPORTUNITY_ID']
opportunity = i.read('opportunities', opportunity_id)
opportunity = i.create('opportunities', {u'OPPORTUNITY_NAME':u'Foozle',u'OPPORTUNITY_STATE':u'OPEN'})
if opportunity is not None:
opportunity['OPPORTUNITY_NAME'] = 'Barzle'
opportunity_id = opportunity['OPPORTUNITY_ID']
opportunity = i.update('opportunities', opportunity)
i.upload_image('opportunities', opportunity_id, 'apollo17.jpg')
i.delete('opportunities', opportunity_id, 'image')
i.create_child('opportunities', opportunity_id, 'tags', {u'TAG_NAME':u'foo'})
i.delete('opportunities', opportunity_id, sub_type='tags', sub_type_id='foo')
notes = i.read('opportunities', opportunity_id, sub_type='notes')
i.create_child('opportunities', opportunity_id, 'notes', {u'TITLE':'foo',u'BODY':'This is a test'})
events = i.read('opportunities', opportunity_id, sub_type='events')
file_attachments = i.read('opportunities', opportunity_id, sub_type='fileattachments')
i.upload('opportunities', opportunity_id, 'apollo17.jpg')
i.create_child('opportunities', opportunity_id, 'follow', {})
i.delete('opportunities', opportunity_id, sub_type='follow')
# add call to update opportunity state/state reason here
opportunity_state_reasons = i.read('opportunities', opportunity_id, sub_type='statehistory')
tasks = i.read('opportunities', opportunity_id, sub_type='tasks')
emails = i.read('opportunities', opportunity_id, sub_type='emails')
email = i.read('opportunities', opportunity_id, sub_type='linkemailaddress')
i.delete('opportunities', opportunity_id, sub_type='pipeline')
i.delete('opportunities', opportunity_id)
opportunity_categories = i.read('opportunitycategories')
opportunity_state_reasons = i.read('opportunitystatereasons')
organisations = i.read('organisations')
if organisations is not None:
organisation_id = organisations[0]['ORGANISATION_ID']
organisation = i.read('organisations', organisation_id)
organisation = i.create('organisations', dummy_organisation)
if organisation is not None:
organisation_id = organisation['ORGANISATION_ID']
organisation['ORGANISATION_NAME']='Bar Corporation'
organisation = i.update('organisations', organisation)
address = i.create_child('organisations', organisation_id, 'addresses', {u'CITY':u'San Francisco', u'STATE':u'CA', u'COUNTRY':u'United States', 'ADDRESS_TYPE':'Work'})
if address is not None:
address_id = address['ADDRESS_ID']
i.delete('organisations', organisation_id, sub_type='addresses', sub_type_id=address_id)
contactinfo = i.create_child('organisations', organisation_id, 'contactinfos', {u'TYPE':u'EMAIL',u'SUBTYPE':u'Home',u'DETAIL':u'*****@*****.**'})
if contactinfo is not None:
contact_info_id = contactinfo['CONTACT_INFO_ID']
i.delete('organisations', organisation_id, sub_type='contactinfos', sub_type_id=contact_info_id)
odate = i.create_child('organisations', organisation_id, 'dates', {u'OCCASION_NAME':u'Birthday','OCCASION_DATE':'2016-05-02T12:00:00Z'})
if odate is not None:
date_id = odate['DATE_ID']
i.delete('organisations', organisation_id, sub_type='dates', sub_type_id=date_id)
i.create_child('organisations', organisation_id, 'tags', {u'TAG_NAME':u'foo'})
i.delete('organisations',organisation_id, sub_type='tags', sub_type_id='foo')
i.upload_image('organisations', organisation_id, 'apollo17.jpg')
i.delete('organisations', organisation_id, sub_type='image')
notes = i.read('organisations', organisation_id, sub_type='notes')
i.create_child('organisations', organisation_id, 'notes', {u'TITLE':'Title',u'BODY':'This is the body'})
events = i.read('organisations', organisation_id, sub_type='events')
file_attachments = i.read('organisations', organisation_id, sub_type='fileattachments')
i.upload('organisations', organisation_id, 'apollo17.jpg')
i.create_child('organisations', organisation_id, 'follow', {})
i.delete('organisations', organisation_id, sub_type='follow')
emails = i.read('organisations', organisation_id, sub_type='emails')
tasks = i.read('organisations', organisation_id, sub_type='tasks')
i.delete('organisations', organisation_id)
pipelines = i.read('pipelines')
if pipelines is not None:
pipeline_id = pipelines[0]['PIPELINE_ID']
pipeline = i.read('pipelines', pipeline_id)
pipeline_stages = i.read('pipelinestages')
if pipeline_stages is not None:
stage_id = pipeline_stages[0]['STAGE_ID']
pipeline_stage = i.read('pipelinestages', stage_id)
else:
stage_id = None
pipeline_id = None
projects = i.read('projects')
if projects is not None:
project_id = projects[0]['PROJECT_ID']
project = i.read('projects', project_id)
project = i.create('projects', {u'PROJECT_NAME':u'Foo Corporation',u'STATUS':u'Not Started'})
if project is not None:
project_id = project['PROJECT_ID']
project['PROJECT_NAME']='Barzle Corporation'
if stage_id is not None:
project['PIPELINE_ID'] = pipeline_id
project['STAGE_ID'] = stage_id
project = i.update('projects', project)
i.upload_image('projects', project_id, 'apollo17.jpg')
i.delete('projects', project_id, sub_type='image')
i.create_child('projects', project_id, 'tags', {'TAG_NAME':'foo'})
i.delete('projects', project_id, sub_type='tags', sub_type_id='foo')
notes = i.read('projects', project_id, sub_type='notes')
i.create_child('projects', project_id, 'notes', {'TITLE':'Foo','BODY':'This is the body'})
events = i.read('projects', project_id, sub_type='events')
file_attachments = i.read('projects', project_id, sub_type='fileattachments')
i.create_child('projects', project_id, 'follow', {})
i.delete('projects', project_id, sub_type='follow')
milestones = i.read('projects', project_id, sub_type='milestones')
tasks = i.read('projects', project_id, sub_type='tasks')
emails = i.read('projects', project_id, sub_type='emails')
email = i.read('projects', project_id, sub_type='linkemailaddress')
i.delete('projects', project_id, sub_type='pipeline')
i.delete('projects', project_id)
relationships = i.read('relationships')
tags = i.read('tags?record_type=contacts')
task_categories = i.read('taskcategories')
tasks = i.read('tasks')
if tasks is not None:
task_id = tasks[0]['TASK_ID']
task = i.read('tasks', task_id)
users = i.read('users')
if users is not None:
user_id = users[0]['USER_ID']
user = i.read('users', user_id)
else:
user_id = None
me = i.read('users/me')
if user_id is not None:
task = i.create('tasks', {u'TITLE':u'こんにちは世界',u'STATUS':u'NOT STARTED',u'COMPLETED':False,u'PUBLICLY_VISIBLE':True,u'RESPONSIBLE_USER_ID':user_id})
if task is not None:
tasks = i.search('tasks','title=' + task['TITLE'])
task['TITLE'] = task['TITLE'] + 'foo'
task_id = task['TASK_ID']
task = i.update('tasks', task)
i.create_child('tasks', task_id, 'follow', {})
i.delete('tasks', task_id, sub_type='follow')
comments = i.read('tasks', task_id, sub_type='comments')
i.delete('tasks', task_id)
team_members = i.read('teammembers')
if team_members is not None:
team_member_id = team_members[0]['PERMISSION_ID']
team_member = i.read('teammembers', team_member_id)
teams = i.read('teams')
if teams is not None:
team_id = teams[0]['TEAM_ID']
team = i.read('teams', team_id)
team = i.create('teams',{u'TEAM_NAME':u'Team Foo',u'ANONYMOUS_TEAM':False})
if team is not None:
team_id = team['TEAM_ID']
team['TEAM_NAME'] = 'Team Bar'
team = i.update('teams', team)
i.delete('teams', team_id)
#
# Next, create a few objects, add links between them, and then delete them
#
contact_id = None
organisation_id = None
project_id = None
opportunity_id = None
contact = i.create('contacts',{u'FIRST_NAME':u'Foo',u'LAST_NAME':u'Bar'})
if contact is not None:
contact_id = contact['CONTACT_ID']
organisation = i.create('organisations',{u'ORGANISATION_NAME':u'Foo Corporation'})
if organisation is not None:
organisation_id = organisation['ORGANISATION_ID']
project = i.create('projects',{u'PROJECT_NAME':u'Foo Corporation',u'STATUS':u'NOT STARTED'})
if project is not None:
project_id = project[u'PROJECT_ID']
opportunity = i.create('opportunities',{u'OPPORTUNITY_NAME':u'Foo Corporation',u'OPPORTUNITY_STATE':u'OPEN'})
if opportunity is not None:
opportunity_id = opportunity['OPPORTUNITY_ID']
contact = i.create_child('contacts', contact_id, 'links', {u'ORGANISATION_ID':organisation_id})
organisation = i.create_child('organisations', organisation_id, 'links', {u'PROJECT_ID':project_id})
project = i.create_child('projects', project_id, 'links', {u'ORGANISATION_ID':organisation_id})
opportunity = i.create_child('opportunities', opportunity_id, 'links', {u'CONTACT_ID':contact_id})
if contact_id is not None:
i.delete('contacts', contact_id)
if organisation_id is not None:
i.delete('organisations', organisation_id)
if project_id is not None:
i.delete('projects', project_id)
if opportunity_id is not None:
i.delete('opportunities', opportunity_id)
failures = list()
print(str(i.tests_passed) + ' out of ' + str(i.tests_run) + ' passed')
if len(i.test_failures) > 0:
print ('')
print ('Test Failures')
for f in i.test_failures:
print (f)
failures.append(f)
print(str(len(i.slow_endpoints)) + ' slow endpoints')
for s in i.slow_endpoints:
print(s)
return i.test_failures
def test_mobile(apikey='', dev='https://mobileapi.insightly.com'):
i = Insightly(apikey=apikey, version='mobile', dev=dev, test=True)
i.tests_run = 0
i.tests_passed = 0
# Check incremental update endpoints
stats = i.read('IncrementalUpdateStats?updated_after_utc=2015-11-01')
# TODO: Ask Evgeny about behavior for CheckRecords
# Get a user id for use with endpoints that need a user assigned
users = i.read('users', top=1)
user_id = users[0]['USER_ID']
responsible_user_id = user_id
# Check commments endpoints
comments = i.read('Comments?updated_after_utc=2015-11-01&top=10')
i.record_count('comments')
if len(comments) > 0:
comment = comments[0]
comment_id = comment['COMMENT_ID']
comment = i.read('Comments', comment_id)
if type(comment) is list:
comment = comment[0]
details = i.read('Comments', comment_id, 'full')
comment = i.update('comments', comment)
i.upload('comments', comment_id, 'apollo17.jpg')
i.delete('comments', comment_id)
# Check contacts endpoints
contacts = i.read('Contacts?updated_after_utc=2015-10-01&top=10')
i.record_count('contacts')
if len(contacts) > 0:
contact = contacts[0]
contact = i.update('contacts', contact)
contact_id = contact['CONTACT_ID']
contact = i.read('Contacts', contact_id)
if type(contact) is list:
contact = contact[0]
i.create_child('contacts', contact_id, 'follow', {})
i.delete('contacts', contact_id, 'follow')
i.create_child('contacts', contact_id, 'notes', dummy_note)
i.upload('contacts', contact_id, 'apollo17.jpg')
i.upload_image('contacts', contact_id, 'apollo17.jpg')
i.delete('contacts', contact_id, 'image')
details = i.read('Contacts', contact_id, 'full')
contact = i.update('Contacts', contact)
contact = dummy_contact
contact = i.create('Contacts', contact)
contact_id = contact['CONTACT_ID']
organizations = i.read('organisations',top=5)
if organizations is not None:
if len(organizations) > 0:
organization = organizations[0]
organization_id = organization['ORGANISATION_ID']
link = i.create_child('contacts',contact_id,'links',{'ORGANISATION_ID':organization_id})
if link is not None:
i.delete('contacts',contact_id,sub_type='links',sub_type_id=link['LINK_ID'])
try:
second_contact_id = contacts[1]['CONTACT_ID']
contact_link = i.create_child('contacts', contact_id, 'contactlinks',
{'FIRST_CONTACT_ID':contact_id, 'SECOND_CONTACT_ID': second_contact_id,
'RELATIONSHIP_ID':1})
if link is not None:
i.delete('contacts', contact_id, 'contactlinks', contact_link['CONTACT_LINK_ID'])
except:
pass
# add test for contactlinks child endpoint, not clear for docs how to implement this one
i.delete('Contacts', contact_id)
# Check /emails endpoints
emails = i.read('emails')
i.record_count('emails')
if len(emails) > 0:
email = emails[0]
email_id = email['EMAIL_ID']
email = i.get('emails', email_id)
details = i.read('emails', email_id, 'full')
i.create_child('emails', email_id, 'follow', {})
i.delete('emails', email_id, sub_type='follow')
i.create_child('emails', email_id, 'comments', dummy_comment)
contacts = i.read('contacts', top=1)
contact_id = contacts[0]['CONTACT_ID']
email_link = i.create_child('emails', email_id, 'emaillinks', {u'CONTACT_ID':contact_id})
if email_link is not None:
email_link_id = email_link['EMAIL_LINK_ID']
i.delete('emails', email_id, 'emaillinks', email_link_id)
# Check /events endpoints
i.record_count('events')
events = i.read('events')
if len(events) > 0:
event_id = events[0]['EVENT_ID']
event = i.get('events', event_id)
details = i.read('events', event_id, 'full')
event = i.update('events', event)
event = i.create('events',dummy_event)
if event is not None:
event_id = event['EVENT_ID']
contacts = i.read('contacts', top=1)
contact_id = contacts[0]['CONTACT_ID']
event_link = i.create_child('events', event_id, 'eventlinks',{'CONTACT_ID':contact_id})
if event_link is not None:
i.delete('events', event_id, sub_type='eventlinks', sub_type_id=event_link['EVENT_LINK_ID'])
i.delete('events',event['EVENT_ID'])
# Check /fileattachments endpoints
file_attachments = i.read('fileattachments')
if len(file_attachments) > 0:
file_id = file_attachments[0]['FILE_ID']
file_attachment = i.read('fileattachments', file_id)
i.delete('fileattachments', file_id)
# Check /leads endpoints
i.record_count('leads')
leads = i.read('leads')
if len(leads) > 0:
lead_id = leads[0]['LEAD_ID']
lead = i.get('leads', lead_id)
lead = i.update('leads', lead)
i.create_child('leads', lead_id, 'follow', {})
i.delete('leads', lead_id, sub_type='follow')
lead = i.create('leads',dummy_lead)
if lead is not None:
i.upload('leads', lead_id, 'apollo17.jpg')
i.upload_image('leads', lead_id, 'apollo17.jpg')
i.create_child('leads', lead_id, 'notes', dummy_note)
i.delete('leads', lead_id)
# Check /notes endpoints
i.record_count('notes')
notes = i.read('notes')
if len(notes) > 0:
note_id = notes[0]['NOTE_ID']
details = i.get('notes', note_id, 'full')
note = i.get('notes', note_id)
note = i.update('notes', note)
i.create_child('notes', note_id, 'follow', {})
i.delete('notes', note_id, sub_type='follow')
i.create_child('notes', note_id, 'comments', dummy_comment)
i.upload('notes', note_id, 'apollo17.jpg')
contacts = i.read('contacts')
if len(contacts) > 0:
contact_id = contacts[0]['CONTACT_ID']
link = i.create_child('notes', note_id, 'notelinks', {'CONTACT_ID':contact_id})
if link is not None:
i.delete('notes', note_id, sub_type='notelinks', sub_type_id=link['NOTE_LINK_ID'])
opportunities = i.read('opportunities')
i.record_count('opportunities')
if len(opportunities) > 0:
opportunity_id = opportunities[0]['OPPORTUNITY_ID']
opportunity = i.get('opportunities', opportunity_id)
details = i.get('opportunities', opportunity_id, 'full')
opportunity = dummy_opportunity
opportunity['RESPONSIBLE_USER_ID'] = responsible_user_id
opportunity = i.create('opportunities', opportunity)
if opportunity is not None:
opportunity = i.update('opportunities', opportunity)
opportunity_id = opportunity['OPPORTUNITY_ID']
i.update('opportunities/' + str(opportunity_id) + '/state', {'FOR_OPPORTUNITY_STATE':'Abandoned'})
statehistory = i.read('opportunities', opportunity_id, 'statehistory')
i.create_child('opportunities', opportunity_id, 'follow', {})
i.delete('opportunities', opportunity_id, sub_type='follow')
i.create_child('opportunities', opportunity_id, 'notes', dummy_note)
i.upload('opportunities', opportunity_id, 'apollo17.jpg')
contacts = i.read('contacts')
if len(contacts) > 0:
contact_id = contacts[0]['CONTACT_ID']
link = i.create_child('opportunities', opportunity_id, 'links', {'CONTACT_ID':contact_id})
if link is not None:
i.delete('opportunities', opportunity_id, sub_type='links', sub_type_id=link['LINK_ID'])
i.delete('opportunities', opportunity_id)
# Check /Organisations endpoints
organisations = i.read('organisations')
i.record_count('organisations')
if len(organisations) > 0:
organisation_id = organisations[0]['ORGANISATION_ID']
link_organisation_id = organisation_id
organisation = i.get('organisations', organisation_id)
details = i.get('organisations', organisation_id, 'full')
organisation = i.create('organisations', dummy_organisation)
if organisation is not None:
organisation = i.update('organisations', organisation)
organisation_id = organisation['ORGANISATION_ID']
i.create_child('organisations', organisation_id, 'follow', {})
i.delete('organisations', organisation_id, sub_type='follow')
i.upload_image('organisations', organisation_id, 'apollo17.jpg')
i.upload('organisations', organisation_id, 'apollo17.jpg')
i.create_child('organisations', organisation_id, 'notes', dummy_note)
link = i.create_child('organisations', organisation_id, 'links', {'CONTACT_ID': contact_id})
if link is not None:
i.delete('organisations', organisation_id, sub_type='links', sub_type_id=link['LINK_ID'])
link = i.create_child('organisations', organisation_id, 'organisationlinks',
{'FIRST_ORGANISATION_ID':organisation_id, 'SECOND_ORGANISATION_ID':link_organisation_id,
'RELATIONSHIP_ID':1})
if link is not None:
i.delete('organisations', organisation_id, sub_type='organisationlinks', sub_type_id=link['ORG_LINK_ID'])
i.delete('organisations', organisation_id)
projects = i.read('projects')
i.record_count('projects')
if projects is not None:
project = projects[0]
project_id = project['PROJECT_ID']
project = i.get('projects', project_id)
details = i.read('projects', project_id, 'full')
pipeline_stages = i.read('pipelinestages')
if pipeline_stages is not None:
pipeline_id = pipeline_stages[0]['PIPELINE_ID']
stage_id = pipeline_stages[0]['STAGE_ID']
else:
pipeline_id = None
stage_id = None
project = dummy_project
project['RESPONSIBLE_USER_ID'] = responsible_user_id
project = i.create('projects', project)
if project is not None:
if pipeline_id is not None:
project['PIPELINE_ID'] = pipeline_id
project['STAGE_ID'] = stage_id
project = i.update('projects', project)
project_id = project['PROJECT_ID']
i.create_child('projects', project_id, 'follow', {})
i.delete('projects', project_id, sub_type='follow')
i.create_child('projects', project_id, 'notes', dummy_note)
file_attachments = i.read('projects', project_id, 'fileattachments')
i.upload('projects', project_id, 'apollo17.jpg')
contacts = i.read('contacts', top=1)
contact_id = contacts[0]['CONTACT_ID']
link = i.create_child('projects', project_id, 'links', {'CONTACT_ID':contact_id})
if link is not None:
i.delete('projects', project_id, sub_type='links', sub_type_id=link['LINK_ID'])
i.delete('projects', project_id)
# Check /tags/{object} endpoints
tagged_objects = ['contacts', 'leads', 'opportunities', 'organisations', 'projects']
for t in tagged_objects:
i.read('tags/' + t)
# Check tasks endpoints
tasks = i.read('tasks/myopen')
tasks = i.read('tasks')
i.record_count('tasks')
if len(tasks) > 0:
task = tasks[0]
task_id = task['TASK_ID']
tasks = i.read('tasks/' + str(task_id) + '/full')
task = i.get('tasks', task_id)
task = i.update('tasks', task)
task = i.create('tasks', {u'TITLE':'Test',u'STATUS':u'NOT STARTED',u'COMPLETED':False,u'PUBLICLY_VISIBLE':True,u'RESPONSIBLE_USER_ID':user_id})
if task is not None:
task = i.update('tasks', task)
task_id = task['TASK_ID']
i.create_child('tasks', task_id, 'follow', {})
i.delete('tasks', task_id, sub_type='follow')
comment = i.create_child('tasks', task_id, 'comments', {'TITLE':'Foo','BODY':'Bar'})
contacts = i.read('contacts', top=1)
contact_id = contacts[0]['CONTACT_ID']
link = i.create_child('tasks', task_id, 'tasklinks', {'CONTACT_ID':contact_id})
if link is not None:
link_id = link['TASK_LINK_ID']
i.delete('tasks', task_id, sub_type='tasklinks', sub_type_id=link_id)
i.delete('tasks', task_id)
# Check system tables endpoints
countries = i.read('countries')
currencies = i.read('currencies')
custom_fields = i.read('customfields')
custom_field_groups = i.read('customfieldgroups')
file_categories = i.read('filecategories')
lead_sources = i.read('leadsources')
lead_statuses = i.read('leadstatuses')
opportunity_categories = i.read('opportunitycategories')
opportunity_state_reasons = i.read('opportunitystatereasons')
pipelines = i.read('pipelines')
pipeline_stages = i.read('pipelinestages')
project_categories = i.read('projectcategories')
relationships = i.read('relationships')
task_categories = i.read('taskcategories')
teams = i.read('teams')
team_id = teams[0]['TEAM_ID']
team = i.read('teams', team_id)
team_members = i.read('teammembers/my')
users = i.read('users')
user_id = users[0]['USER_ID']
user = i.read('users', user_id)
# Check misc/other endpoints
accounts = i.read('accounts')
task_links = i.read('tasklinks')
note_links = i.read('notelinks')
event_links = i.read('eventlinks')
links = i.read('links')
contact_links = i.read('contactlinks')
organization_links = i.read('organisationlinks')
print str(i.tests_passed) + ' of ' + str(i.tests_run) + ' passed for mobile API'
print ''
print 'Slow Endpoints ' + str(len(i.slow_endpoints))
for s in i.slow_endpoints:
print s
print ''
if len(i.test_failures) > 0:
print 'Test Failures'
print ''
for f in i.test_failures:
print f
return i.test_failures
from insightly import Insightly
import json
i = Insightly(apikey='1b59c7a6-98cc-4788-b4ae-d063453e04ab')
#users = i.test()
#contacts = i.getContacts(orderby='DATE_UPDATED_UTC desc')
#print json.dumps(contacts, indent=3 )
contact = i.addContact('sample')
#contact = i.getContact(103192387)
print json.dumps(contact, indent=3)
#contact = i.addOrganization('sample')
#print json.dumps(contact, indent=3)
#org=i.getOrganizations()
#print org
#c={}
##c['CONTACT_ID']=0
#c['FIRST_NAME']="AAAAAAAAA"
#c['LAST_NAME']="BBBBBBBBB"
#i.addContact(c)
#contact = i.getContact(103192436)
#for x in contact.keys():
# print "%s: %s" % (x, contact[x])
#contact["BACKGROUND"]="Seedy Reidy\n\n1234\n"
def __init__(self, insight_key):
self.crm = Insightly(apikey=insight_key)
self.load_insightly_contacts()
self.load_insightly_orgs()
def main():
i = Insightly()
contact_ids = i.get_all('contacts')
for c in contact_ids:
contact = i.get('contacts', c)
dummy(contact)
