Browse Source

Dec 07 : [ADD] Initial Commit 'odoo_pipedrive_connector'

pull/254/merge
RisvanaCybro 1 year ago
parent
commit
03bbe74fd4
  1. 52
      odoo_pipedrive_connector/README.rst
  2. 23
      odoo_pipedrive_connector/__init__.py
  3. 45
      odoo_pipedrive_connector/__manifest__.py
  4. 22
      odoo_pipedrive_connector/controllers/__init__.py
  5. 88
      odoo_pipedrive_connector/controllers/odoo_pipedrive_connector.py
  6. 7
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  7. 26
      odoo_pipedrive_connector/models/__init__.py
  8. 86
      odoo_pipedrive_connector/models/crm_lead.py
  9. 71
      odoo_pipedrive_connector/models/product_category.py
  10. 105
      odoo_pipedrive_connector/models/product_template.py
  11. 383
      odoo_pipedrive_connector/models/res_company.py
  12. 76
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52
odoo_pipedrive_connector/README.rst

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.. 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 <https://cybrosys.com/>`__
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 <https://cybrosys.com/>`__
Further information
===================
HTML Description: `<static/description/index.html>`__

23
odoo_pipedrive_connector/__init__.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# 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 <http://www.gnu.org/licenses/>.
#
################################################################################
from . import controllers
from . import models

45
odoo_pipedrive_connector/__manifest__.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# 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 <http://www.gnu.org/licenses/>.
#
################################################################################
{
'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,
}

22
odoo_pipedrive_connector/controllers/__init__.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# 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 <http://www.gnu.org/licenses/>.
#
################################################################################
from . import odoo_pipedrive_connector

88
odoo_pipedrive_connector/controllers/odoo_pipedrive_connector.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# 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 <http://www.gnu.org/licenses/>.
#
################################################################################
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()

7
odoo_pipedrive_connector/doc/RELEASE_NOTES.md

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## Module <odoo_pipedrive_connector>
#### 04.12.2023
#### Version 15.0.1.0.0
#### ADD
- Initial commit for Odoo Pipedrive Connector

26
odoo_pipedrive_connector/models/__init__.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# 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 <http://www.gnu.org/licenses/>.
#
################################################################################
from . import crm_lead
from . import product_category
from . import product_template
from . import res_company
from . import res_partner

86
odoo_pipedrive_connector/models/crm_lead.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# 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 <http://www.gnu.org/licenses/>.
#
################################################################################
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()

71
odoo_pipedrive_connector/models/product_category.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# 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 <http://www.gnu.org/licenses/>.
#
################################################################################
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()

105
odoo_pipedrive_connector/models/product_template.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# 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 <http://www.gnu.org/licenses/>.
#
################################################################################
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()

383
odoo_pipedrive_connector/models/res_company.py

@ -0,0 +1,383 @@
# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# 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 <http://www.gnu.org/licenses/>.
#
################################################################################
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']})

76
odoo_pipedrive_connector/models/res_partner.py

@ -0,0 +1,76 @@
# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# 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 <http://www.gnu.org/licenses/>.
#
################################################################################
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()

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odoo_pipedrive_connector/static/description/index.html

@ -0,0 +1,783 @@
<div class="container"
style="padding: 1rem !important; margin-bottom: 1rem !important;">
<div class="row">
<div class="col-sm-12 col-md-12 col-lg-12 d-flex justify-content-between"
style="border-bottom: 1px solid #d5d5d5;">
<div class="my-3">
<img src="./assets/icons/logo.png"
style="width: auto !important; height: 40px !important;">
</div>
<div class="my-3 d-flex align-items-center">
<div
style="background-color: #7C7BAD !important; color: #fff !important; font-weight: 600 !important; padding: 5px 15px 8px !important; margin: 0 5px !important;">
<i class="fa fa-check mr-1"></i>Community
</div>
<div
style="background-color: #875A7B !important; color: #fff !important; font-weight: 600 !important; padding: 5px 15px 8px !important; margin: 0 5px !important;">
<i class="fa fa-check mr-1"></i>Enterprise
</div>
<div
style="background-color: #7C7BAD !important; color: #fff !important; font-weight: 600 !important; padding: 5px 15px 8px !important; margin: 0 5px !important;">
<i class="fa fa-check mr-1"></i>Odoo.sh
</div>
</div>
</div>
</div>
</div>
<div class="container" style="padding: 0rem 1.5rem 4rem !important">
<div class="row" style="height: 900px !important;">
<div class="col-sm-12 col-md-12 col-lg-12"
style="padding: 4rem 1rem !important; background-color: #714B67 !important; height: 600px !important; border-radius: 20px !important;">
<h1 style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #FFFFFF !important; font-size: 3.5rem !important; text-align: center !important;">
Odoo Pipedrive Connector</h1>
<p style="font-family: 'Montserrat', sans-serif !important; font-weight: 300 !important; color: #FFFFFF !important; font-size: 1.4rem !important; text-align: center !important;">
Integrate Contacts, Products and Leads between Pipedrive and
Odoo
</p>
<img src="./assets/screenshots/hero.gif" class="img-responsive"
width="100%" height="auto"/>
</div>
</div>
<div class="row">
<div class="col-md-12"
style="border-bottom: 1px solid #d5d5d5 !important; margin-bottom: 2rem !important">
<h2
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;">
<i class="fa fa-compass mr-2"></i>Explore this module
</h2>
</div>
<div class="col-md-6">
<a href="#overview" style="text-decoration: none !important;">
<div class="row"
style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;">
<div class="col-8">
<h3
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;">
Overview</h3>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;">
Learn more about this module</p>
</div>
<div class="col-4 text-right d-flex justify-content-end align-items-center">
<i class="fa fa-chevron-right"
style="color: #714B67 !important;"></i>
</div>
</div>
</a>
</div>
<div class="col-md-6">
<a href="#features" style="text-decoration: none !important;">
<div class="row"
style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;">
<div class="col-8">
<h3
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;">
Features</h3>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;">
View features of this module</p>
</div>
<div class="col-4 text-right d-flex justify-content-end align-items-center">
<i class="fa fa-chevron-right"
style="color: #714B67 !important;"></i>
</div>
</div>
</a>
</div>
<div class="col-md-6">
<a href="#screenshots" style="text-decoration: none !important;">
<div class="row"
style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;">
<div class="col-8">
<h3
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;">
Screenshots</h3>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;">
See key screenshots of this module</p>
</div>
<div class="col-4 text-right d-flex justify-content-end align-items-center">
<i class="fa fa-chevron-right"
style="color: #714B67 !important;"></i>
</div>
</div>
</a>
</div>
</div>
<div class="row" id="overview">
<div class="col-md-12"
style="border-bottom: 1px solid #d5d5d5 !important; margin: 2rem 0 !important">
<h2
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;">
<i class="fa fa-pie-chart mr-2"></i>Overview
</h2>
</div>
<div class="col-mg-12 pl-3">
<p style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important; line-height: 30px !important;">
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. <mark>
Please note that this feature is only supported on secure (HTTPS) URLs.
</mark>
</p>
</div>
</div>
<div class="row" id="features">
<div class="col-md-12"
style="border-bottom: 1px solid #d5d5d5 !important; margin: 2rem 0 !important">
<h2
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;">
<i class="fa fa-star mr-2"></i>Features
</h2>
</div>
<div class="col-md-6 pl-3 py-3 d-flex">
<div>
<img src="assets/icons/check.png">
</div>
<div>
<h4 style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Exports all Products, Contacts and Leads from Odoo to
Pipedrive</h4>
</div>
</div>
<div class="col-md-6 pl-3 py-3 d-flex">
<div>
<img src="assets/icons/check.png">
</div>
<div>
<h4 style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Imports all Products, Contacts and Leads from Pipedrive to
Odoo</h4>
</div>
</div>
<div class="col-md-6 pl-3 py-3 d-flex">
<div>
<img src="assets/icons/check.png">
</div>
<div>
<h4 style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Sync Product updates and deletions between Pipedrive and
Odoo.</h4>
</div>
</div>
<div class="col-md-6 pl-3 py-3 d-flex">
<div>
<img src="assets/icons/check.png">
</div>
<div>
<h4 style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Sync Contact updates and deletions between Pipedrive and
Odoo.</h4>
</div>
</div>
<div class="col-md-6 pl-3 py-3 d-flex">
<div>
<img src="assets/icons/check.png">
</div>
<div>
<h4 style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Sync Lead updates and deletions from Odoo to Pipedrive.</h4>
</div>
</div>
</div>
</div>
<!--SCREENSHOTS-->
<div class="row" id="screenshots">
<div class="col-sm-12">
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Login to <a
href="https://demo-sandbox4.pipedrive.com/settings/api">Pipedrive
Sandbox Account
</a></h3>
<img src="assets/screenshots/Screenshot.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Create Token</h3>
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;">
Click on your profile picture at the right corner. Select the
option Personal preferences. Under API tab, you can see
Your personal API token.</p>
<img src="assets/screenshots/Screenshot0.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Create new Product in Pipedrive</h3>
<img src="assets/screenshots/Screenshot1.png"
class="img-thumbnail"/>
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Import Product</h3>
<p
style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;">
Add Token, check Import Product and click EXECUTE.
</p>
<img src="assets/screenshots/Screenshot2.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Imported Product in Odoo</h3>
<img src="assets/screenshots/Screenshot3.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Create a Person in Pipedrive</h3>
<img src="assets/screenshots/Screenshot4.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Import Contact</h3>
<p
style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;">
Add Token, check Import Contact and click EXECUTE.
</p>
<img src="assets/screenshots/Screenshot5.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Imported Contact in Odoo</h3>
<img src="assets/screenshots/Screenshot6.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Create a Lead in Pipedrive</h3>
<img src="assets/screenshots/Screenshot7.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Import Lead</h3>
<p
style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;">
Add Token, check Import Lead and click EXECUTE.
</p>
<img src="assets/screenshots/Screenshot8.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Imported Lead in Odoo</h3>
<img src="assets/screenshots/Screenshot9.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Export Product
</h3>
<p
style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;">
Add Token, check Export Product and click EXECUTE.
</p>
<img src="assets/screenshots/Screenshot10.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Exported Products in Pipedrive</h3>
<img src="assets/screenshots/Screenshot11.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Export Contact
</h3>
<p
style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;">
Add Token, check Export Contact and click EXECUTE.
</p>
<img src="assets/screenshots/Screenshot12.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Exported Contacts in Pipedrive</h3>
<img src="assets/screenshots/Screenshot13.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Export Lead
</h3>
<p
style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;">
Add Token, check Export Lead and click EXECUTE.
</p>
<img src="assets/screenshots/Screenshot14.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Exported Leads in Pipedrive</h3>
<img src="assets/screenshots/Screenshot15.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Update Product Name from Odoo</h3>
<img src="assets/screenshots/Screenshot16.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Product Name updated in Pipedrive</h3>
<img src="assets/screenshots/Screenshot17.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Product UNIT PRICE updated from Pipedrive</h3>
<p
style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;">
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
</p>
<img src="assets/screenshots/Screenshot18.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Product Sales Price updated in Odoo</h3>
<img src="assets/screenshots/Screenshot19.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Contact's Email updated from Odoo</h3>
<img src="assets/screenshots/Screenshot20.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Contact's Email updated in Pipedrive.</h3>
<img src="assets/screenshots/Screenshot21.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Contact's Name updated from Pipedrive</h3>
<img src="assets/screenshots/Screenshot22.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Contact's Name updated in Odoo.</h3>
<img src="assets/screenshots/Screenshot23.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Updated the Expected Revenue of Lead from Odoo</h3>
<p
style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;">
Due to the lack of webhook support for leads in Pipedrive,
synchronizing lead updates from Pipedrive to Odoo is currently
not feasible
</p>
<img src="assets/screenshots/Screenshot24.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Updated the Value of Lead updated from Odoo</h3>
<img src="assets/screenshots/Screenshot25.png"
class="img-thumbnail">
</div>
</div>
</div>
<!-- SUGGESTED PRODUCTS -->
<div class="row">
<div class="col-lg-12 d-flex flex-column justify-content-center"
style="text-align: center; padding: 2.5rem 1rem !important;">
<h2 style="color: #212529 !important;">Suggested Products</h2>
<hr
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;"/>
<div id="demo1" class="row carousel slide" data-ride="carousel">
<!-- The slideshow -->
<div class="carousel-inner">
<div class="carousel-item active" style="min-height:0px">
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/15.0/project_dashboard_odoo/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-top-left-radius:10px; border-top-right-radius:10px"
src="./assets/modules/project_dashboard.png">
</div>
</a>
</div>
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/15.0/shopify_odoo_connector/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-top-left-radius:10px; border-top-right-radius:10px"
src="./assets/modules/shopify.png">
</div>
</a>
</div>
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/15.0/systray_world_clock/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-top-left-radius:10px; border-top-right-radius:10px"
src="./assets/modules/systray.png">
</div>
</a>
</div>
</div>
<div class="carousel-item" style="min-height:0px">
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/15.0/agriculture_management_odoo/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-top-left-radius:10px; border-top-right-radius:10px"
src="./assets/modules/agriculture.png">
</div>
</a>
</div>
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/15.0/base_hospital_management/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-top-left-radius:10px; border-top-right-radius:10px"
src="./assets/modules/hospital.png">
</div>
</a>
</div>
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/15.0/woo_commerce/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-top-left-radius:10px; border-top-right-radius:10px"
src="./assets/modules/woocomp_connector.png">
</div>
</a>
</div>
</div>
</div>
<!-- Left and right controls -->
<a class="carousel-control-prev" href="#demo1" data-slide="prev"
style="left:-25px;width: 35px;color: #000;">
<span class="carousel-control-prev-icon"><i
class="fa fa-chevron-left"
style="font-size:24px"></i></span> </a>
<a class="carousel-control-next" href="#demo1" data-slide="next"
style="right:-25px;width: 35px;color: #000;">
<span class="carousel-control-next-icon"><i
class="fa fa-chevron-right"
style="font-size:24px"></i></span>
</a>
</div>
</div>
</div>
<!-- END OF SUGGESTED PRODUCTS -->
<!-- OUR SERVICES -->
<section class="container" style="margin-top: 6rem !important;">
<div class="row">
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center">
<h2 style="color: #212529 !important;">Our Services</h2>
<hr
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;"/>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #1dd1a1 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/cogs.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Customization</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #ff6b6b !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/wrench.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Implementation</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #6462CD !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/lifebuoy.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Support</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #ffa801 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/user.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Hire
Odoo
Developer</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #54a0ff !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/puzzle.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Integration</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #6d7680 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/update.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Migration</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #786fa6 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/consultation.png"
class="img-responsive" height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Consultancy</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #f8a5c2 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/training.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Implementation</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #e6be26 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/license.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Licensing Consultancy</h6>
</div>
</div>
</section>
<!-- END OF OUR SERVICES -->
<!-- OUR INDUSTRIES -->
<section class="container" style="margin-top: 6rem !important;">
<div class="row">
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center">
<h2 style="color: #212529 !important;">Our Industries</h2>
<hr
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;"/>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
<img src="./assets/icons/trading-black.png"
class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Trading
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Easily procure
and
sell your products</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
<img src="./assets/icons/pos-black.png"
class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
POS
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Easy
configuration
and convivial experience</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
<img src="./assets/icons/education-black.png"
class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Education
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
A platform for
educational management</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
<img src="./assets/icons/manufacturing-black.png"
class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Manufacturing
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Plan, track and
schedule your operations</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
<img src="./assets/icons/ecom-black.png"
class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
E-commerce &amp; Website
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Mobile
friendly,
awe-inspiring product pages</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
<img src="./assets/icons/service-black.png"
class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Service Management
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Keep track of
services and invoice</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
<img src="./assets/icons/restaurant-black.png"
class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Restaurant
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Run your bar or
restaurant methodically</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
<img src="./assets/icons/hotel-black.png"
class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Hotel Management
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
An
all-inclusive
hotel management application</p>
</div>
</div>
</div>
</section>
<!-- END OF OUR INDUSTRIES -->
<!-- FOOTER -->
<!-- Footer Section -->
<section class="container" style="margin: 5rem auto 2rem;">
<div class="row" style="max-width:1540px;">
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center">
<h2 style="color: #212529 !important;">Need Help?</h2>
<hr
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;"/>
</div>
</div>
<!-- Contact Cards -->
<div class="row d-flex justify-content-center align-items-center"
style="max-width:1540px; margin: 0 auto 2rem auto;">
<div class="col-lg-12"
style="padding: 0rem 3rem 2rem; border-radius: 10px; margin-right: 3rem; ">
<div class="row mt-4">
<div class="col-lg-6">
<a href="mailto:odoo@cybrosys.com" target="_blank"
class="btn btn-block mb-2 deep_hover"
style="text-decoration: none; background-color: #4d4d4d; color: #FFF; border-radius: 4px;"><i
class="fa fa-envelope mr-2"></i>odoo@cybrosys.com</a>
</div>
<div class="col-lg-6">
<a href="https://api.whatsapp.com/send?phone=918606827707"
target="_blank"
class="btn btn-block mb-2 deep_hover"
style="text-decoration: none; background-color: #25D366; color: #FFF; border-radius: 4px;"><i
class="fa fa-whatsapp mr-2"></i>+91 86068 27707</a>
</div>
</div>
</div>
</div>
<!-- End of Contact Cards -->
</section>
<!-- Footer -->
<section class="oe_container" style="padding: 2rem 3rem 1rem;">
<div class="row"
style="max-width:1540px; margin: 0 auto; margin-right: 3rem; ">
<!-- Logo -->
<div class="col-lg-12 d-flex justify-content-center align-items-center"
style="margin-top: 3rem;">
<img src="https://www.cybrosys.com/images/logo.png"
width="200px" height="auto"/>
</div>
<!-- End of Logo -->
<div class="col-lg-12">
<hr
style="margin-top: 3rem;background: linear-gradient(90deg, rgba(2,0,36,0) 0%, rgba(229,229,229,1) 33%, rgba(229,229,229,1) 58%, rgba(0,212,255,0) 100%); height: 2px; border-style: none;">
<!-- End of Footer Section -->
</div>
</div>
</section>
<!-- END OF FOOTER -->
<script src="https://cdn.jsdelivr.net/npm/jquery@3.5.1/dist/jquery.slim.min.js"
integrity="sha384-DfXdz2htPH0lsSSs5nCTpuj/zy4C+OGpamoFVy38MVBnE+IbbVYUew+OrCXaRkfj"
crossorigin="anonymous"></script>
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crossorigin="anonymous"></script>

37
odoo_pipedrive_connector/views/res_company_views.xml

@ -0,0 +1,37 @@
<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<!-- Inherit res.company to add pipedrive fields -->
<record id="view_company_form" model="ir.ui.view">
<field name="name">
res.company.view.form.inherit.odoo.pipedrive.connector
</field>
<field name="inherit_id" ref="base.view_company_form"/>
<field name="model">res.company</field>
<field name="arch" type="xml">
<xpath expr="//notebook" position="inside">
<page string="Pipedrive" name="Pipedrive">
<group>
<field name="api_key" password="True"
string="Token"/>
</group>
<group>
<group>
<field name="import_product"/>
<field name="import_contact"/>
<field name="import_lead"/>
</group>
<group>
<field name="export_product"/>
<field name="export_contact"/>
<field name="export_lead"/>
</group>
</group>
<group>
<button string="Execute" class="oe_highlight"
type="object" name="action_execute"/>
</group>
</page>
</xpath>
</field>
</record>
</odoo>
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