diff --git a/odoo_pipedrive_connector/README.rst b/odoo_pipedrive_connector/README.rst new file mode 100755 index 000000000..8250b3b7f --- /dev/null +++ b/odoo_pipedrive_connector/README.rst @@ -0,0 +1,52 @@ +.. image:: https://img.shields.io/badge/license-AGPL--3-blue.svg + :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +Odoo Pipedrive Connector +======================== +Integrate Products, Contacts and Leads between Pipedrive and Odoo + +Configuration +============= +Please note that this feature is only supported on secure (HTTPS) URLs. + +* First you need to create Pipedrive Token. +1) Go to https://demo-sandbox4.pipedrive.com/settings/api and login to your account. +2) Click on your profile picture at the right corner. +3) Click on Personal preferences. +4) Under API, you can see the Pipedrive token. + +License +------- +AFFERO GENERAL PUBLIC LICENSE, Version 3 (AGPLv3) +(https://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +* Developer: (V15) Unnimaya C O, Contact: odoo@cybrosys.com + +Contacts +-------- +* Mail Contact : odoo@cybrosys.com +* Website : https://cybrosys.com + +Bug Tracker +----------- +Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. + +Maintainer +========== +.. image:: https://cybrosys.com/images/logo.png + :target: https://cybrosys.com + +This module is maintained by Cybrosys Technologies. + +For support and more information, please visit `Our Website `__ + +Further information +=================== +HTML Description: ``__ diff --git a/odoo_pipedrive_connector/__init__.py b/odoo_pipedrive_connector/__init__.py new file mode 100755 index 000000000..b715a9d1f --- /dev/null +++ b/odoo_pipedrive_connector/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Unnimaya C O (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from . import controllers +from . import models diff --git a/odoo_pipedrive_connector/__manifest__.py b/odoo_pipedrive_connector/__manifest__.py new file mode 100755 index 000000000..9a03dcd63 --- /dev/null +++ b/odoo_pipedrive_connector/__manifest__.py @@ -0,0 +1,45 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Unnimaya C O (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +{ + 'name': "Odoo Pipedrive Connector", + 'version': '15.0.1.0.0', + 'category': 'Productivity', + 'summary': """Integrate contacts, products and leads between Pipedrive + and Odoo""", + 'description': """This module helps to successfully import all products, + contacts and leads between Pipedrive to Odoo. Also, it is possible to + export all these data from Odoo to Pipedrive. All import and export + operations can be performed in a single button click.""", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': ['account', 'crm'], + 'data': [ + 'views/res_company_views.xml' + ], + 'images': ['static/description/banner.jpg'], + 'license': 'AGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/odoo_pipedrive_connector/controllers/__init__.py b/odoo_pipedrive_connector/controllers/__init__.py new file mode 100755 index 000000000..2c90af57c --- /dev/null +++ b/odoo_pipedrive_connector/controllers/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Unnimaya C O (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from . import odoo_pipedrive_connector diff --git a/odoo_pipedrive_connector/controllers/odoo_pipedrive_connector.py b/odoo_pipedrive_connector/controllers/odoo_pipedrive_connector.py new file mode 100755 index 000000000..c74557de4 --- /dev/null +++ b/odoo_pipedrive_connector/controllers/odoo_pipedrive_connector.py @@ -0,0 +1,88 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Unnimaya C O (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +import json +from odoo import http +from odoo.http import request + + +class PipedriveWebhook(http.Controller): + """ This controller is responsible for receiving Webhooks from Pipedrive""" + + @http.route('/update_pipedrive_product', type="json", auth="public", + methods=['POST']) + def get_updated_product_details(self, **kw): + """Webhook for receiving the updated product details.""" + data = json.loads(request.httprequest.data.decode('utf-8')) + request.env.company.sudo().create_product_category() + uom_id = 1 + if data['current']['unit']: + for rec in request.env['uom.uom'].sudo().search([]).mapped( + 'name'): + if rec.lower() == data['current']['unit'].lower(): + uom_id = request.env['uom.uom'].sudo().search( + [('name', '=', rec)]).id + product_template = request.env['product.template'].sudo().search([( + 'pipedrive_reference', '=', data['current']['id'])]) + if product_template: + product_template.sudo().write({ + 'name': data['current']['name'], + 'description': data['current']['description'], + 'uom_id': uom_id, + 'active': data['current']['active_flag'], + 'uom_po_id': uom_id, + 'standard_price': data['current']['prices'][0]['cost'], + 'list_price': data['current']['prices'][0]['price'], + 'categ_id': request.env['product.category'].sudo().search([( + 'pipedrive_reference', '=', + data['current']['category'])]).id if data[ + 'current']['category'] else 1 + }) + + @http.route('/delete_pipedrive_product', type="json", auth="public", + methods=['POST']) + def get_deleted_product_details(self, **kw): + """Webhook for receiving the deleted product details.""" + data = json.loads(request.httprequest.data.decode('utf-8')) + request.env['product.template'].sudo().search([( + 'pipedrive_reference', '=', data['meta']['id'])]).unlink() + + @http.route('/update_pipedrive_contact', type="json", auth="public", + methods=['POST']) + def get_updated_contact_details(self, **kw): + """Webhook for receiving the updated contact details.""" + data = json.loads(request.httprequest.data.decode('utf-8')) + partner = request.env['res.partner'].sudo().search([( + 'pipedrive_reference', '=', data['current']['id'])]) + if partner: + partner.sudo().write({ + 'name': data['current']['name'], + 'email': data['current']['email'][0]['value'], + 'phone': data['current']['phone'][0]['value'], + }) + + @http.route('/delete_pipedrive_contact', type="json", auth="public", + methods=['POST']) + def get_deleted_contact_details(self, **kw): + """Webhook for receiving the deleted contact details.""" + data = json.loads(request.httprequest.data.decode('utf-8')) + request.env['res.partner'].sudo().search([( + 'pipedrive_reference', '=', data['meta']['id'])]).unlink() diff --git a/odoo_pipedrive_connector/doc/RELEASE_NOTES.md b/odoo_pipedrive_connector/doc/RELEASE_NOTES.md new file mode 100755 index 000000000..deb1261d4 --- /dev/null +++ b/odoo_pipedrive_connector/doc/RELEASE_NOTES.md @@ -0,0 +1,7 @@ +## Module + +#### 04.12.2023 +#### Version 15.0.1.0.0 +#### ADD + +- Initial commit for Odoo Pipedrive Connector diff --git a/odoo_pipedrive_connector/models/__init__.py b/odoo_pipedrive_connector/models/__init__.py new file mode 100755 index 000000000..6bc8bdc51 --- /dev/null +++ b/odoo_pipedrive_connector/models/__init__.py @@ -0,0 +1,26 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Unnimaya C O (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from . import crm_lead +from . import product_category +from . import product_template +from . import res_company +from . import res_partner diff --git a/odoo_pipedrive_connector/models/crm_lead.py b/odoo_pipedrive_connector/models/crm_lead.py new file mode 100755 index 000000000..27e30cee0 --- /dev/null +++ b/odoo_pipedrive_connector/models/crm_lead.py @@ -0,0 +1,86 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Unnimaya C O (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +import json +import requests +from odoo import fields, models +from odoo.exceptions import ValidationError + + +class CrmLead(models.Model): + """Inherits crm Lead for including Pipedrive fields and functions""" + _inherit = 'crm.lead' + + pipedrive_reference = fields.Char(string='Pipedrive Id', + help="Pipedrive reference of the lead") + + def write(self, vals): + """Inherited to add the code for updating the product details in + Pipedrive""" + data = {} + if 'name' in vals.keys(): + data['title'] = vals['name'] + if 'partner_id' in vals.keys(): + pipedrive_reference = self.env['res.partner'].browse( + vals['partner_id']).pipedrive_reference + if not pipedrive_reference: + pipedrive_reference = self.env.user.company_id.create_contact( + self.env['res.partner'].browse( + vals['partner_id'])) + data['person_id'] = int(pipedrive_reference) + if 'expected_revenue' in vals.keys(): + data['value'] = { + 'amount': vals['expected_revenue'], + 'currency': self.env.company.currency_id.name + } + if self.pipedrive_reference and data: + headers = { + 'Content-Type': 'application/json', + 'Accept': 'application/json' + } + response = requests.patch( + url=f'https://api.pipedrive.com/v1/leads/' + f'{self.pipedrive_reference}', + params={ + 'api_token': self.env.user.company_id.api_key, + }, timeout=10, headers=headers, data=json.dumps(data)) + if 'error' in response.json().keys(): + raise ValidationError( + response.json()['error']) + return super().write(vals) + + def unlink(self): + """Inherited to add the code for deleting the product from Pipedrive""" + if self.pipedrive_reference: + headers = { + 'Content-Type': 'application/json', + 'Accept': 'application/json' + } + response = requests.delete( + url=f'https://api.pipedrive.com/v1/leads/' + f'{self.pipedrive_reference}', + params={ + 'api_token': self.env.user.company_id.api_key, + }, timeout=10, headers=headers) + if 'error' in response.json().keys(): + raise ValidationError( + response.json()['error']) + return super().unlink() diff --git a/odoo_pipedrive_connector/models/product_category.py b/odoo_pipedrive_connector/models/product_category.py new file mode 100755 index 000000000..fa27f9e32 --- /dev/null +++ b/odoo_pipedrive_connector/models/product_category.py @@ -0,0 +1,71 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Unnimaya C O (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +import json +import requests +from odoo import fields, models +from odoo.exceptions import ValidationError + + +class ProductCategory(models.Model): + """Inherits product_category for including Pipedrive fields and functions""" + _inherit = 'product.category' + + pipedrive_reference = fields.Char(string='Pipedrive Id', + help="Pipedrive Id of the Partner") + + def write(self, vals): + """Inherited to update product field in pipedrive""" + data = {} + if 'name' in vals.keys() and self.pipedrive_reference: + data['label'] = vals['name'] + headers = { + 'Content-Type': 'application/json', + 'Accept': 'application/json' + } + response = requests.put( + url=f'https://api.pipedrive.com/v1/productFields/' + f'{self.pipedrive_reference}', + params={ + 'api_token': self.env.user.company_id.api_key, + }, timeout=10, headers=headers, data=json.dumps(data)) + if 'error' in response.json().keys(): + raise ValidationError( + response.json()['error']) + return super().write(vals) + + def unlink(self): + """Inherited to delete the product field from Pipedrive""" + if self.pipedrive_reference: + headers = { + 'Content-Type': 'application/json', + 'Accept': 'application/json' + } + response = requests.delete( + url=f'https://api.pipedrive.com/v1/productFields/' + f'{self.pipedrive_reference}', + params={ + 'api_token': self.env.user.company_id.api_key, + }, timeout=10, headers=headers) + if 'error' in response.json().keys(): + raise ValidationError( + response.json()['error']) + return super().unlink() diff --git a/odoo_pipedrive_connector/models/product_template.py b/odoo_pipedrive_connector/models/product_template.py new file mode 100755 index 000000000..052385b5a --- /dev/null +++ b/odoo_pipedrive_connector/models/product_template.py @@ -0,0 +1,105 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Unnimaya C O (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +import json +import requests +from odoo import fields, models +from odoo.exceptions import ValidationError + + +class ProductTemplate(models.Model): + """Inherits product template for including Pipedrive fields and + functions""" + _inherit = 'product.template' + + pipedrive_reference = fields.Char(string='Pipedrive Id', + help="Pipedrive Id of the Product") + + def write(self, vals): + """Inherited to update the Pipedrive product.""" + data = {} + if 'name' in vals.keys(): + data['name'] = vals['name'] + if 'uom_id' in vals.keys(): + data['unit'] = self.env['uom.uom'].browse(vals['uom_id']).name + if 'taxes_id' in vals.keys(): + if vals['taxes_id'] and isinstance(vals['taxes_id'][0], list): + total_tax = 0.0 + for tax in self.env['account.tax'].search( + [('id', 'in', vals['taxes_id'][0][2])]): + total_tax += self.calculate_total_tax_percentage(tax) + data['tax'] = total_tax + if 'list_price' in vals.keys(): + data['prices'] = [{'price': vals['list_price'], + 'currency': self.env.company.currency_id.name} + ] + if self.pipedrive_reference and data: + headers = { + 'Content-Type': 'application/json', + 'Accept': 'application/json' + } + response = requests.put( + url=f'https://api.pipedrive.com/v1/products/' + f'{self.pipedrive_reference}', + params={ + 'api_token': self.env.user.company_id.api_key, + }, timeout=10, headers=headers, data=json.dumps(data)) + if 'error' in response.json().keys(): + raise ValidationError( + response.json()['error']) + return super().write(vals) + + def calculate_total_tax_percentage(self, tax): + """Method for calculating total tax""" + total_percentage_tax = 0.0 + # Percentage Taxes + if tax.amount_type == 'percent': + total_percentage_tax = tax.amount + # Group Taxes + elif tax.amount_type == 'group': + for child_tax in tax.children_tax_ids.filtered( + lambda t: t.amount_type == 'percent'): + total_percentage_tax += child_tax.amount + # Fixed Taxes + elif tax.amount_type == 'fixed': + total_percentage_tax = (tax.amount / tax.list_price) * 100 + # Division Taxes + else: + total_percentage_tax = (tax.list_price / tax.factor) * 100 + return total_percentage_tax + + def unlink(self): + """Method for deleting a product from Pipedrive""" + if self.pipedrive_reference: + headers = { + 'Content-Type': 'application/json', + 'Accept': 'application/json' + } + response = requests.delete( + url=f'https://api.pipedrive.com/v1/products/' + f'{self.pipedrive_reference}', + params={ + 'api_token': self.env.user.company_id.api_key, + }, timeout=10, headers=headers) + if 'error' in response.json().keys(): + raise ValidationError( + response.json()['error']) + return super().unlink() diff --git a/odoo_pipedrive_connector/models/res_company.py b/odoo_pipedrive_connector/models/res_company.py new file mode 100755 index 000000000..7ee0276e6 --- /dev/null +++ b/odoo_pipedrive_connector/models/res_company.py @@ -0,0 +1,383 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Unnimaya C O (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +import json +import requests +from odoo import fields, models, _ +from odoo.exceptions import ValidationError + + +class ResCompany(models.Model): + """Inherits Res Company for including Pipedrive credential fields""" + _inherit = 'res.company' + + api_key = fields.Char(string='Token', + help="It is used to connect with Pipedrive" + ) + import_product = fields.Boolean(string="Import Product", + help="Check if you want to Import Products " + "from Pipedrive") + import_contact = fields.Boolean(string="Import Contact", + help="Check if you want to Import Contacts " + "from Pipedrive") + import_lead = fields.Boolean(string="Import Lead", + help="Check if you want to Import Leads from" + " Pipedrive") + export_product = fields.Boolean(string="Export Product", + help="Check if you want to Export Products " + "to Pipedrive") + export_contact = fields.Boolean(string="Export Contact", + help="Check if you want to Export Contacts" + " to Pipedrive") + export_lead = fields.Boolean(string="Export Lead", + help="Check if you want to Export Leads to" + " Pipedrive") + pipedrive_reference = fields.Char(string='Pipedrive Id', + help="Pipedrive Id of the Company") + product_webhook = fields.Boolean(string='Product Webhook', + help='True if update webhook for ' + 'products is created') + contact_webhook = fields.Boolean(string='Contact Webhook', + help='True if update webhook for ' + 'contact is created') + + def calculate_total_tax_percentage(self, product): + """Method for calculating total tax""" + total_percentage_tax = 0.0 + # Percentage Taxes + for tax in product.taxes_id.filtered( + lambda t: t.amount_type == 'percent'): + total_percentage_tax += tax.amount + # Group Taxes + for tax in product.taxes_id.filtered( + lambda t: t.amount_type == 'group'): + for child_tax in tax.children_tax_ids.filtered( + lambda t: t.amount_type == 'percent'): + total_percentage_tax += child_tax.amount + # Fixed Taxes + for tax in product.taxes_id.filtered( + lambda t: t.amount_type == 'fixed'): + total_percentage_tax += (tax.amount / product.list_price) * 100 + # Division Taxes + for tax in product.taxes_id.filtered( + lambda t: t.amount_type == 'division'): + total_percentage_tax += (product.list_price / tax.factor) * 100 + return total_percentage_tax + + def action_execute(self): + """For executing Import and Export between Odoo and Pipedrive""" + if not self.api_key: + raise ValidationError(_('Please Enter an API Key')) + if self.import_product: + self.get_products() + if self.import_contact: + self.get_contacts() + if self.import_lead: + self.get_leads() + if self.export_product: + self.export_products_to_pipedrive() + if self.export_contact: + self.export_contacts_to_pipedrive() + if self.export_lead: + self.export_leads_to_pipedrive() + + def get_products(self): + """Receives Products from Pipedrive""" + response = requests.get(url='https://api.pipedrive.com/v1/products', + params={ + 'api_token': self.api_key, + }, timeout=10) + if not response.json()['success']: + raise ValidationError( + response.json()['error'] + '. ' + response.json()[ + 'error_info']) + if response.json()['data']: + self.create_product_category() + for data in response.json()['data']: + pipedrive_reference = self.env['product.template'].search( + []).mapped( + 'pipedrive_reference') + if str(data['id']) not in pipedrive_reference: + if not self.product_webhook: + self.create_webhook( + 'deleted', + '/delete_pipedrive_product', + 'product') + self.create_webhook( + "updated", + '/update_pipedrive_product', + 'product') + uom_id = 1 + if data['unit']: + for rec in self.env['uom.uom'].search([]).mapped( + 'name'): + if rec.lower() == data['unit'].lower(): + uom_id = self.env['uom.uom'].search( + [('name', '=', rec)]).id + if data['prices'][0]['price']: + currency = self.env['res.currency'].search( + [('name', '=', data['prices'][0]['currency']), + ('active', 'in', [True, False])]) + if not currency.active: + currency.active = True + product = self.env['product.template'].create({ + 'name': data['name'], + 'description': data['description'], + 'uom_id': uom_id, + 'uom_po_id': uom_id, + 'list_price': data['prices'][0]['price'], + 'standard_price': data['prices'][0]['cost'], + 'taxes_id': False, + 'pipedrive_reference': data['id'], + 'categ_id': self.env['product.category'].search([( + 'pipedrive_reference', '=', data['category'])]).id + if data['category'] else 1 + }) + product.taxes_id.unlink() + if data['tax'] != 0: + tax = self.env['account.tax'].search( + [('amount_type', '=', 'percent'), + ('type_tax_use', '=', 'sale'), ('amount', + '=', + data['tax'])]) + if not tax: + tax = self.env['account.tax'].create({ + 'name': 'Tax ' + str(data['tax']) + '%', + 'amount_type': 'percent', + 'type_tax_use': 'sale', + 'amount': data['tax'] + }) + product.write({ + "taxes_id": [(4, tax.id)] + }) + + def create_product_category(self): + """Returns product category from category_id""" + response = requests.get( + url='https://api.pipedrive.com/v1/productFields', + params={ + 'api_token': self.api_key, + }, timeout=10) + if not response.json()['success']: + raise ValidationError( + response.json()['error'] + '. ' + response.json()[ + 'error_info']) + for rec in response.json()['data']: + if rec['key'] == 'category': + for item in rec['options']: + category = self.env['product.category'].search( + [('name', '=', item['label'])]) + if not category: + self.env['product.category'].create( + { + 'name': item['label'], + 'pipedrive_reference': item['id'] + } + ) + else: + category.write({ + 'pipedrive_reference': item['id'] + }) + + def get_contacts(self): + """Receives contacts from Pipedrive""" + response = requests.get(url='https://api.pipedrive.com/v1/persons', + params={ + 'api_token': self.api_key, + }, timeout=10) + if not response.json()['success']: + raise ValidationError( + response.json()['error'] + '. ' + response.json()[ + 'error_info']) + if response.json()['data']: + for data in response.json()['data']: + partner_id = self.env['res.partner'].search([]).mapped( + 'pipedrive_reference') + if str(data['id']) not in partner_id: + self.env['res.partner'].create({ + 'name': data['name'], + 'phone': data['phone'][0]['value'], + 'email': data['email'][0]['value'], + 'pipedrive_reference': data['id'] + }) + if not self.contact_webhook: + self.create_webhook( + 'updated', '/update_pipedrive_contact', + 'person') + self.create_webhook( + 'deleted', '/delete_pipedrive_contact', + 'person') + + def get_leads(self): + """Receives leads from Pipedrive""" + response = requests.get(url='https://api.pipedrive.com/v1/leads', + params={ + 'api_token': self.api_key, + }, timeout=10) + if not response.json()['success']: + raise ValidationError( + response.json()['error'] + '. ' + response.json()[ + 'error_info']) + if response.json()['data']: + for data in response.json()['data']: + lead_id = self.env['crm.lead'].search([]).mapped( + 'pipedrive_reference') + expected_revenue = 0 + if data['value']: + currency = self.env['res.currency'].search( + [('name', '=', data['value']['currency']), + ('active', 'in', [True, False])]) + if not currency.active: + currency.active = True + expected_revenue = currency.compute( + data['value']['amount'], self.env.company.currency_id) + if str(data['id']) not in lead_id: + self.env['crm.lead'].create({ + 'name': data['title'], + 'type': 'opportunity', + 'expected_revenue': expected_revenue, + 'pipedrive_reference': data['id'] + }) + + def export_products_to_pipedrive(self): + """Export Products from Odoo to Pipedrive""" + for product in self.env['product.template'].search( + [('pipedrive_reference', '=', False)]): + data = { + 'name': product.name, + 'unit': product.uom_id.name, + 'tax': self.calculate_total_tax_percentage(product), + 'prices': [{ + 'price': product.list_price, + 'currency': self.env.company.currency_id.name + }] + } + response = requests.post( + url='https://api.pipedrive.com/v1/products', + params={ + 'api_token': self.api_key, + }, json=data, timeout=10) + if not response.json()['success']: + raise ValidationError( + response.json()['error'] + '. ' + response.json()[ + 'error_info']) + product.write( + {'pipedrive_reference': response.json()['data']['id']}) + if not self.product_webhook: + self.create_webhook( + 'updated', '/update_pipedrive_product', + 'product') + self.create_webhook( + 'deleted', '/delete_pipedrive_product', + 'product') + + def export_contacts_to_pipedrive(self): + """Export Contacts from Odoo to Pipedrive""" + for partner in self.env['res.partner'].search( + [('pipedrive_reference', '=', False)]): + self.create_contact(partner) + + def create_contact(self, partner): + """Create Persons in Pipedrive""" + data = { + 'name': partner.name, + 'email': partner.email, + 'phone': partner.phone + } + response = requests.post( + url='https://api.pipedrive.com/v1/persons', + params={ + 'api_token': self.api_key, + }, json=data, timeout=10) + if not response.json()['success']: + raise ValidationError( + response.json()['error'] + '. ' + response.json()[ + 'error_info']) + partner.sudo().write( + {'pipedrive_reference': response.json()['data']['id']}) + if not self.contact_webhook: + self.create_webhook( + 'updated', '/update_pipedrive_contact', + 'person') + self.create_webhook( + 'deleted', '/delete_pipedrive_contact', + 'person') + return response.json()['data']['id'] + + def create_webhook(self, event_action, url, event_object): + """Method for creating contact webhook in Pipedrive""" + payload = json.dumps({ + "subscription_url": self.env['ir.config_parameter'].get_param( + 'web.base.url') + url, + "event_action": event_action, + "event_object": event_object + }) + headers = { + 'Content-Type': 'application/json', + 'Accept': 'application/json' + } + params = { + 'api_token': self.api_key, + } + response = requests.request("POST", + "https://api.pipedrive.com/v1/" + "webhooks", + headers=headers, data=payload, + params=params, + timeout=10) + if not response.json()['success']: + if 'error' in response.json().keys(): + raise ValidationError( + response.json()['error']) + if 'message' in response.json().keys(): + raise ValidationError( + response.json()['message']) + if event_object == 'person': + self.contact_webhook = True + elif event_object == 'product': + self.product_webhook = True + + def export_leads_to_pipedrive(self): + """Export Leads from Odoo to Pipedrive""" + for lead in self.env['crm.lead'].search( + [('pipedrive_reference', '=', False), + ('partner_id', '!=', False)]): + if not lead.partner_id.pipedrive_reference: + self.create_contact(lead.partner_id) + data = { + 'title': lead.name, + 'person_id': int(lead.partner_id.pipedrive_reference), + 'value': { + 'amount': lead.expected_revenue, + 'currency': self.env.company.currency_id.name + } + } + response = requests.post( + url='https://api.pipedrive.com/v1/leads', + params={ + 'api_token': self.api_key, + }, json=data, timeout=10) + if not response.json()['success']: + raise ValidationError( + response.json()['error'] + '. ' + response.json()[ + 'error_info']) + lead.write( + {'pipedrive_reference': response.json()['data']['id']}) diff --git a/odoo_pipedrive_connector/models/res_partner.py b/odoo_pipedrive_connector/models/res_partner.py new file mode 100755 index 000000000..42fa7379b --- /dev/null +++ b/odoo_pipedrive_connector/models/res_partner.py @@ -0,0 +1,76 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Unnimaya C O (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +import json +import requests +from odoo import fields, models +from odoo.exceptions import ValidationError + + +class ResPartner(models.Model): + """Inherits Res Users for including Pipedrive fields and functions""" + _inherit = 'res.partner' + + pipedrive_reference = fields.Char(string='Pipedrive Id', + help="Pipedrive Id of the Partner") + + def write(self, vals): + """Inherited to update the partner details in Pipedrive""" + data = {} + if 'name' in vals.keys(): + data['name'] = vals['name'] + if 'email' in vals.keys(): + data['email'] = [{'value': vals['email'], 'primary': True}] + if 'phone' in vals.keys(): + data['phone'] = [{'value': vals['phone'], 'primary': True}] + if self.pipedrive_reference and data: + headers = { + 'Content-Type': 'application/json', + 'Accept': 'application/json' + } + response = requests.put( + url=f'https://api.pipedrive.com/v1/persons/' + f'{self.pipedrive_reference}', + params={ + 'api_token': self.env.user.company_id.api_key, + }, timeout=10, headers=headers, data=json.dumps(data)) + if 'error' in response.json().keys(): + raise ValidationError( + response.json()['error']) + return super().write(vals) + + def unlink(self): + """Inherited to delete the partner from Pipedrive""" + if self.pipedrive_reference: + headers = { + 'Content-Type': 'application/json', + 'Accept': 'application/json' + } + response = requests.delete( + url=f'https://api.pipedrive.com/v1/persons/' + f'{self.pipedrive_reference}', + params={ + 'api_token': self.env.user.company_id.api_key, + }, timeout=10, headers=headers) + if 'error' in response.json().keys(): + raise ValidationError( + response.json()['error']) + return super().unlink() diff --git 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+
+
+
+ +
+
+
+ Community +
+
+ Enterprise +
+
+ Odoo.sh +
+
+
+
+
+
+
+
+

+ Odoo Pipedrive Connector

+

+ Integrate Contacts, Products and Leads between Pipedrive and + Odoo +

+ +
+
+
+
+

+ Explore this module +

+
+
+ +
+
+

+ Overview

+

+ Learn more about this module

+
+
+ +
+
+ +
+
+ +
+
+

+ Features

+

+ View features of this module

+
+
+ +
+
+ +
+
+ +
+
+

+ Screenshots

+

+ See key screenshots of this module

+
+
+ +
+
+ +
+
+
+
+

+ Overview +

+
+
+

+ This module helps to successfully import all products, + contacts and leads between Pipedrive to Odoo. Also, it is + possible to export all these data from Odoo to Pipedrive. + All import and export operations can be performed in a single + button click. + Please note that this feature is only supported on secure (HTTPS) URLs. + +

+
+
+
+
+

+ Features +

+
+
+
+ +
+
+

+ Exports all Products, Contacts and Leads from Odoo to + Pipedrive

+
+
+
+
+ +
+
+

+ Imports all Products, Contacts and Leads from Pipedrive to + Odoo

+
+
+
+
+ +
+
+

+ Sync Product updates and deletions between Pipedrive and + Odoo.

+
+
+
+
+ +
+
+

+ Sync Contact updates and deletions between Pipedrive and + Odoo.

+
+
+
+
+ +
+
+

+ Sync Lead updates and deletions from Odoo to Pipedrive.

+
+
+
+
+ +
+
+ +
+

+ Create Token

+

+ Click on your profile picture at the right corner. Select the + option Personal preferences. Under API tab, you can see + Your personal API token.

+ +
+
+

+ Create new Product in Pipedrive

+ +
+
+

+ Import Product

+

+ Add Token, check Import Product and click EXECUTE. +

+ +
+
+

+ Imported Product in Odoo

+ +
+
+

+ Create a Person in Pipedrive

+ +
+
+

+ Import Contact

+

+ Add Token, check Import Contact and click EXECUTE. +

+ +
+
+

+ Imported Contact in Odoo

+ +
+
+

+ Create a Lead in Pipedrive

+ +
+
+

+ Import Lead

+

+ Add Token, check Import Lead and click EXECUTE. +

+ +
+
+

+ Imported Lead in Odoo

+ +
+
+

+ Export Product +

+

+ Add Token, check Export Product and click EXECUTE. +

+ +
+
+

+ Exported Products in Pipedrive

+ +
+
+

+ Export Contact +

+

+ Add Token, check Export Contact and click EXECUTE. +

+ +
+
+

+ Exported Contacts in Pipedrive

+ +
+
+

+ Export Lead +

+

+ Add Token, check Export Lead and click EXECUTE. +

+ +
+
+

+ Exported Leads in Pipedrive

+ +
+
+

+ Update Product Name from Odoo

+ +
+
+

+ Product Name updated in Pipedrive

+ +
+
+

+ Product UNIT PRICE updated from Pipedrive

+

+ Since Odoo utilizes various types of taxes that are not + represented as simple numerical values, while Pipedrive provides + tax information as numerical values, synchronizing tax updates + for products from Pipedrive to Odoo is currently not feasible +

+ +
+
+

+ Product Sales Price updated in Odoo

+ +
+
+

+ Contact's Email updated from Odoo

+ +
+
+

+ Contact's Email updated in Pipedrive.

+ +
+
+

+ Contact's Name updated from Pipedrive

+ +
+
+

+ Contact's Name updated in Odoo.

+ +
+
+

+ Updated the Expected Revenue of Lead from Odoo

+

+ Due to the lack of webhook support for leads in Pipedrive, + synchronizing lead updates from Pipedrive to Odoo is currently + not feasible +

+ +
+
+

+ Updated the Value of Lead updated from Odoo

+ +
+
+
+ +
+
+

Suggested Products

+
+ + +
+
+ + +
+
+
+

Our Services

+
+
+ +
+
+ +
+
+ Odoo + Customization
+
+
+
+ +
+
+ Odoo + Implementation
+
+
+
+ +
+
+ Odoo + Support
+
+
+
+ +
+
+ Hire + Odoo + Developer
+
+
+
+ +
+
+ Odoo + Integration
+
+
+
+ +
+
+ Odoo + Migration
+
+
+
+ +
+
+ Odoo + Consultancy
+
+
+
+ +
+
+ Odoo + Implementation
+
+ +
+
+ +
+
+ Odoo + Licensing Consultancy
+
+
+
+ + +
+
+
+

Our Industries

+
+
+
+
+ +
+ Trading +
+

+ Easily procure + and + sell your products

+
+
+
+
+ +
+ POS +
+

+ Easy + configuration + and convivial experience

+
+
+
+
+ +
+ Education +
+

+ A platform for + educational management

+
+
+
+
+ +
+ Manufacturing +
+

+ Plan, track and + schedule your operations

+
+
+
+
+ +
+ E-commerce & Website +
+

+ Mobile + friendly, + awe-inspiring product pages

+
+
+
+
+ +
+ Service Management +
+

+ Keep track of + services and invoice

+
+
+
+
+ +
+ Restaurant +
+

+ Run your bar or + restaurant methodically

+
+
+
+
+ +
+ Hotel Management +
+

+ An + all-inclusive + hotel management application

+
+
+ +
+
+ + + +
+
+
+

Need Help?

+
+
+
+ + +
+ +
+ +
+
+ odoo@cybrosys.com +
+
+ +91 86068 27707 +
+
+
+ +
+ +
+ +
+
+ +
+ +
+ +
+
+ +
+
+
+ + + diff --git a/odoo_pipedrive_connector/views/res_company_views.xml b/odoo_pipedrive_connector/views/res_company_views.xml new file mode 100755 index 000000000..05e8810ec --- /dev/null +++ b/odoo_pipedrive_connector/views/res_company_views.xml @@ -0,0 +1,37 @@ + + + + + + res.company.view.form.inherit.odoo.pipedrive.connector + + + res.company + + + + + + + + + + + + + + + + + + + +