diff --git a/odoo_pipedrive_connector/README.rst b/odoo_pipedrive_connector/README.rst new file mode 100755 index 000000000..c731a533c --- /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.Also Use Db filter. + +* 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 +------- +GNU AFFERO GENERAL PUBLIC LICENSE, Version 3 (AGPLv3) +(https://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +* Developer: (V17) Subina P, 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..05687c458 --- /dev/null +++ b/odoo_pipedrive_connector/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Subina P (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 controller +from . import models diff --git a/odoo_pipedrive_connector/__manifest__.py b/odoo_pipedrive_connector/__manifest__.py new file mode 100755 index 000000000..5ec364fd2 --- /dev/null +++ b/odoo_pipedrive_connector/__manifest__.py @@ -0,0 +1,51 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Subina P (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': '17.0.1.0.0', + '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': [ + 'security/ir.model.access.csv', + 'views/res_company_views.xml', + 'views/product_template_views.xml', + 'views/crm_lead_views.xml', + 'views/product_category_views.xml', + 'views/res_partner_views.xml' + + ], + 'img': ['static/description/banner.jpg'], + 'license': 'AGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/odoo_pipedrive_connector/controller/__init__.py b/odoo_pipedrive_connector/controller/__init__.py new file mode 100755 index 000000000..1adedeb28 --- /dev/null +++ b/odoo_pipedrive_connector/controller/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Subina P (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/controller/odoo_pipedrive_connector.py b/odoo_pipedrive_connector/controller/odoo_pipedrive_connector.py new file mode 100755 index 000000000..b7c3579d7 --- /dev/null +++ b/odoo_pipedrive_connector/controller/odoo_pipedrive_connector.py @@ -0,0 +1,223 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Subina P (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 fields, 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", csrf=False, + 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 + pipedrive_product = request.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'product'), ('pipedrive_reference', '=', data['current']['id'])]) + product_template = request.env['product.template'].sudo().browse(pipedrive_product.odoo_ref) + pipedrive_categ = request.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'categ'), ('pipedrive_reference', '=', data['current']['category'])]) + category_id = request.env['product.category'].sudo().browse( + pipedrive_categ.odoo_ref) if pipedrive_categ else 1 + currency = request.env['res.currency'] + if data['current']['prices']: + currency = request.env['res.currency'].sudo().search( + [('name', '=', data['current']['prices'][0]['currency']), + ('active', 'in', [True, False])]) + if not currency.active: + currency.active = True + list_price = currency._convert( + data['current']['prices'][0]['price'], + request.env.company.currency_id, request.env.company, + fields.date.today()) if data['current']['prices'][0][ + 'price'] else 0.0, + standard_price = currency._convert( + data['current']['prices'][0]['cost'], + request.env.company.currency_id, request.env.company, + fields.date.today()) if data['current']['prices'][0][ + 'cost'] else 0.0, + if product_template: + update_values = {} + if product_template.name != data['current']['name']: + update_values['name'] = data['current']['name'] + if product_template.description != data['current']['description']: + update_values['description'] = data['current']['description'] + if product_template.uom_id.id != uom_id: + update_values['uom_id'] = uom_id + update_values['uom_po_id'] = uom_id + if product_template.active != data['current']['active_flag']: + update_values['active'] = data['current']['active_flag'] + if product_template.standard_price != standard_price[0]: + update_values['standard_price'] = standard_price[0] + if product_template.list_price != list_price[0]: + update_values['list_price'] = list_price[0] + if product_template.categ_id.id != category_id: + update_values['categ_id'] = category_id + product_template.update_from_pipedrive = False + if update_values: + product_template['update_from_pipedrive'] = True + product_template.sudo().write(update_values) + + @http.route('/add_pipedrive_product', type="json", auth="public", csrf=False, + methods=['POST']) + def get_added_product_details(self, **kw): + """Webhook for receiving the new product details.""" + if json.loads(request.httprequest.data.decode('utf-8'))[ + 'meta']['change_source'] != 'api': + added_data = json.loads(request.httprequest.data.decode('utf-8'))[ + 'current'] + request.env.company.sudo().create_product_category() + uom = 1 + currency = request.env['res.currency'] + if added_data['prices']: + currency = request.env['res.currency'].sudo().search( + [('name', '=', added_data['prices'][0]['currency']), + ('active', 'in', [True, False])]) + if not currency.active: + currency.active = True + if added_data['unit']: + for rec in request.env['uom.uom'].sudo().search([]).mapped( + 'name'): + if rec.lower() == added_data['unit'].lower(): + uom = request.env['uom.uom'].sudo().search( + [('name', '=', rec)]).id + if not request.env['pipedrive.record'].sudo().search( + [('pipedrive_reference', '=', added_data['id']), ('record_type', '=', 'product')]): + product = request.env['product.template'].sudo().create({ + 'name': added_data['name'], + 'description': added_data['description'], + 'uom_id': uom, + 'uom_po_id': uom, + 'taxes_id': False, + 'list_price': currency._convert( + added_data['prices'][0]['price'], + request.env.company.currency_id, request.env.company, + fields.date.today()) if + added_data['prices'][0][ + 'price'] else 0.0, + 'standard_price': currency._convert( + added_data['prices'][0]['cost'], + request.env.company.currency_id, request.env.company, + fields.date.today()) if + added_data['prices'][0][ + 'cost'] else 0.0, + 'categ_id': request.env['pipedrive.record'].sudo().search( + [( + 'pipedrive_reference', '=', + added_data['category'])])[0].odoo_ref if request.env['pipedrive.record'].sudo().search( + [( + 'pipedrive_reference', '=', + added_data['category'])]) else 1 + if added_data['category'] else 1, + 'pipedrive_reference': added_data['id'] + }) + request.env['pipedrive.record'].sudo().create({ + 'pipedrive_reference': added_data['id'], + 'record_type': 'product', + 'odoo_ref': product.id + }) + product.taxes_id.unlink() + if added_data['tax'] != 0: + tax = request.env['account.tax'].sudo().search( + [('amount_type', '=', 'percent'), + ('type_tax_use', '=', 'sale'), ('amount', + '=', + added_data['tax'])]) + if not tax: + tax = request.env['account.tax'].sudo().create({ + 'name': 'Tax ' + str(added_data['tax']) + '%', + 'amount_type': 'percent', + 'type_tax_use': 'sale', + 'amount': added_data['tax'] + }) + product.sudo().write({ + "taxes_id": [(4, tax.id)] + }) + + @http.route('/delete_pipedrive_product', type="json", auth="public", csrf=False, + methods=['POST']) + def get_deleted_product_details(self, **kw): + """Webhook for receiving the deleted product details.""" + deleted_data = json.loads(request.httprequest.data.decode('utf-8')) + pipedrive_product = request.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'product'), ('pipedrive_reference', '=', deleted_data['meta']['id'])]) + request.env['product.template'].sudo().browse(pipedrive_product.odoo_ref).sudo().write( + {'active': False}) + pipedrive_product.sudo().write( + {'active': False}) + + @http.route('/update_pipedrive_contact', type="json", auth="public", csrf=False, + 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')) + pipedrive_contact = request.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'partner'), ('pipedrive_reference', '=', data['current']['id'])]) + partner = request.env['res.partner'].sudo().browse([( + pipedrive_contact.odoo_ref)]) + if partner: + partner.sudo().write({ + 'name': data['current']['name'], + 'email': data['current']['email'][0]['value'], + 'phone': data['current']['phone'][0]['value'], + }) + + @http.route('/add_pipedrive_contact', type="json", auth="public", csrf=False, + methods=['POST']) + def get_added_contact_details(self, **kw): + """Webhook for receiving the added contact details.""" + if json.loads(request.httprequest.data.decode('utf-8'))['meta']['change_source'] != 'api': + data = json.loads(request.httprequest.data.decode('utf-8'))['current'] + if not request.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'partner'), ('pipedrive_reference', '=', data['id'])]): + person = request.env['res.partner'].sudo().create({ + 'name': data['name'], + 'phone': data['phone'][0]['value'], + 'email': data['email'][0]['value'], + 'pipedrive_reference': data['id'] + }) + request.env['pipedrive.record'].sudo().create({ + 'pipedrive_reference': data['id'], + 'record_type': 'partner', + 'odoo_ref': person.id + }) + + @http.route('/delete_pipedrive_contact', type="json", auth="public", + methods=['POST'], csrf=False) + def get_deleted_contact_details(self, **kw): + """Webhook for receiving the deleted contact details.""" + data = json.loads(request.httprequest.data.decode('utf-8')) + pipedrive_contact = request.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'partner'), ('pipedrive_reference', '=', data['meta']['id'])]) + request.env['product.template'].sudo().browse(pipedrive_contact.odoo_ref).sudo().write( + {'active': False}) + pipedrive_contact.sudo().write( + {'active': False}) diff --git a/odoo_pipedrive_connector/doc/RELEASE_NOTES.md b/odoo_pipedrive_connector/doc/RELEASE_NOTES.md new file mode 100755 index 000000000..e930b45b2 --- /dev/null +++ b/odoo_pipedrive_connector/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 23.04.2024 +#### Version 17.0.1.0.0 +#### 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..6afcc60f9 --- /dev/null +++ b/odoo_pipedrive_connector/models/__init__.py @@ -0,0 +1,27 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Subina P (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 pipedrive_record +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..ac0bd4295 --- /dev/null +++ b/odoo_pipedrive_connector/models/crm_lead.py @@ -0,0 +1,128 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Subina P (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 api, 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 Reference', + 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.sudo().create_contact( + self.env['res.partner'].sudo().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 + } + for rec in self: + pipedrive_lead = self.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'lead'), ('odoo_ref', '=', rec.id)]) + if pipedrive_lead and data: + headers = { + 'Content-Type': 'application/json', + 'Accept': 'application/json' + } + response = requests.patch( + url=f'https://api.pipedrive.com/v1/leads/' + f'{rec.pipedrive_reference}', + params={ + 'api_token': rec.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""" + for rec in self: + pipedrive_lead = self.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'lead'), ('odoo_ref', '=', rec.id)]) + if pipedrive_lead: + headers = { + 'Content-Type': 'application/json', + 'Accept': 'application/json' + } + response = requests.delete( + url=f'https://api.pipedrive.com/v1/leads/' + f'{pipedrive_lead.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() + + @api.model_create_multi + def create(self, vals_list): + """Inherited to add the lead to pipedrive""" + res=super().create(vals_list) + if self.env.company.lead_synced and not self.env['pipedrive.record'].search( + [('record_type', '=', 'lead',), ('odoo_ref', '=', res.id)]): + for lead in vals_list: + if 'partner_id' in lead.keys(): + data = { + 'title': lead['name'], + 'person_id': int(self.env['res.partner'].browse( + lead['partner_id']).pipedrive_reference), + 'value': { + 'amount': lead[ + 'expected_revenue'] if 'expected_revenue' + in lead.keys() else 0.0, + 'currency': self.env.company.currency_id.name + } + } + response = requests.post( + url='https://api.pipedrive.com/v1/leads', + params={ + 'api_token': self.env.company.api_key, + }, json=data, timeout=10) + if not response.json()['success']: + raise ValidationError( + response.json()['error'] + '. ' + response.json()[ + 'error_info']) + self.env['pipedrive.record'].sudo().create({ + 'pipedrive_reference': response.json()['data']['id'], + 'record_type': 'lead', + 'odoo_ref': self.id + }) + return res diff --git a/odoo_pipedrive_connector/models/pipedrive_record.py b/odoo_pipedrive_connector/models/pipedrive_record.py new file mode 100755 index 000000000..5c5b378b2 --- /dev/null +++ b/odoo_pipedrive_connector/models/pipedrive_record.py @@ -0,0 +1,38 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Subina P (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 odoo import fields, models + + +class PipedriveRecord(models.Model): + """Model to hold the Pipedrive Records""" + _name = 'pipedrive.record' + _description = 'Pipedrive Record' + _rec_name = 'pipedrive_reference' + + pipedrive_reference = fields.Char(string='Pipedrive Id', + help="Pipedrive reference of the record") + record_type = fields.Selection( + [('product', 'Product'), ('lead', 'Lead'), ('partner', 'Partner'), ('categ', 'Category')], + string='Type', + help='Type of record') + odoo_ref = fields.Integer(string='Odoo Reference', + help="Odoo reference of the record") diff --git a/odoo_pipedrive_connector/models/product_category.py b/odoo_pipedrive_connector/models/product_category.py new file mode 100755 index 000000000..b9a61b8a8 --- /dev/null +++ b/odoo_pipedrive_connector/models/product_category.py @@ -0,0 +1,75 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Subina P (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 Reference', + help="Pipedrive Id of the Partner") + + def write(self, vals): + """Inherited to update product field in pipedrive""" + data = {} + pipedrive_categ = self.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'categ'), ('odoo_ref', '=', self.id)]) + if 'name' in vals.keys() and pipedrive_categ: + 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""" + pipedrive_categ = self.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'categ'), ('odoo_ref', '=', self.id)]) + if pipedrive_categ: + 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..696d98100 --- /dev/null +++ b/odoo_pipedrive_connector/models/product_template.py @@ -0,0 +1,162 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Subina P (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 api, fields, models +from odoo.exceptions import ValidationError + + +class ProductTemplate(models.Model): + """Inherits product template for including Pipedrive fields ab=nd + functions""" + _inherit = 'product.template' + + pipedrive_reference = fields.Char(string='Pipedrive Reference', + help="Pipedrive Id of the Product") + update_from_pipedrive = fields.Boolean(string='Update from Pipedrive', + help="True if the update is from pipedrive") + + 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 type(vals['taxes_id'][0]) == list: + total_tax = 0.0 + for tax in self.env['account.tax'].sudo().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} + ] + pipedrive_product = self.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'product'), ('odoo_ref', '=', self.id)]) + if pipedrive_product and data: + headers = { + 'Content-Type': 'application/json', + 'Accept': 'application/json' + } + response = requests.put( + url=f'https://api.pipedrive.com/v1/products/' + f'{pipedrive_product.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""" + pipedrive_product = self.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'product'), ('odoo_ref', '=', self.id)]) + if pipedrive_product: + headers = { + 'Content-Type': 'application/json', + 'Accept': 'application/json' + } + response = requests.delete( + url=f'https://api.pipedrive.com/v1/products/' + f'{pipedrive_product.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() + + @api.model_create_multi + def create(self, vals_list): + """Inherited to add the product to pipedrive""" + res = super().create(vals_list) + if self.env.company.product_synced and not res.pipedrive_reference: + if not self.env['pipedrive.record'].search( + [('record_type', '=', 'product',), ('odoo_ref', '=', res.id)]): + for product in vals_list: + tax_ids = product.get('taxes_id', []) + total_percentage_tax = 0.0 + if tax_ids: + for tax_id in tax_ids: + tax = self.env['account.tax'].sudo().browse(tax_id[1]) + if tax.amount_type == 'percent': + total_percentage_tax += tax.amount + + elif tax.amount_type == 'group': + for child_tax in tax.children_tax_ids: + if child_tax.amount_type == 'percent': + total_percentage_tax += child_tax.amount + elif tax.amount_type == 'fixed': + total_percentage_tax += (tax.amount / product[ + 'list_price']) * 100 + data = { + 'name': product['name'], + 'tax': total_percentage_tax, + 'prices': [{ + 'price': product['list_price'], + 'currency': self.env.company.currency_id.name, + 'cost': product['standard_price'] + }] + } + if 'uom_id' in product.keys(): + data['unit'] = self.env['uom.uom'].sudo().browse( + product['uom_id']).name + response = requests.post( + url='https://api.pipedrive.com/v1/products', + params={ + 'api_token': self.env.company.api_key, + }, json=data, timeout=10) + if not response.json()['success']: + raise ValidationError( + response.json()['error'] + '. ' + response.json()[ + 'error_info']) + self.env['pipedrive.record'].sudo().create({ + 'pipedrive_reference': response.json()['data']['id'], + 'record_type': 'product', + 'odoo_ref': res.id + }) + return res diff --git a/odoo_pipedrive_connector/models/res_company.py b/odoo_pipedrive_connector/models/res_company.py new file mode 100755 index 000000000..2eb5e5a4e --- /dev/null +++ b/odoo_pipedrive_connector/models/res_company.py @@ -0,0 +1,406 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Subina P (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" + ) + product_synced = fields.Boolean(string='Product Synced', readonly=True, + help='True if the products are synced between Odoo and Pipedrive') + contact_synced = fields.Boolean(string='Contact Synced', readonly=True, + help='True if the contacts are synced between Odoo and Pipedrive') + lead_synced = fields.Boolean(string='Lead Synced', readonly=True, + help='True if the leads are synced between Odoo and Pipedrive') + + 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_sync_products(self): + if not self.api_key: + raise ValidationError(_('Please Enter an API Key')) + self.get_products() + self.export_products_to_pipedrive() + self.create_webhook( + 'deleted', + '/delete_pipedrive_product', + 'product') + self.create_webhook( + "updated", + '/update_pipedrive_product', + 'product') + self.create_webhook( + "added", + '/add_pipedrive_product', + 'product') + self.product_synced = True + + def action_sync_contacts(self): + if not self.api_key: + raise ValidationError(_('Please Enter an API Key')) + self.get_contacts() + self.export_contacts_to_pipedrive() + self.create_webhook( + 'updated', '/update_pipedrive_contact', + 'person') + self.create_webhook( + 'deleted', '/delete_pipedrive_contact', + 'person') + self.create_webhook( + 'added', '/add_pipedrive_contact', + 'person') + self.contact_synced = True + + def action_sync_leads(self): + if not self.api_key: + raise ValidationError(_('Please Enter an API Key')) + self.get_leads() + self.export_leads_to_pipedrive() + self.lead_synced = True + + 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']: + if not self.env['pipedrive.record'].sudo().search( + [('pipedrive_reference', '=', str(data['id'])), ('record_type', '=', 'product')]): + uom_id = 1 + if data['unit']: + for rec in self.env['uom.uom'].sudo().search([]).mapped( + 'name'): + if rec.lower() == data['unit'].lower(): + uom_id = self.env['uom.uom'].sudo().search( + [('name', '=', rec)]).id + if data['prices'][0]['price']: + currency = self.env['res.currency'].sudo().search( + [('name', '=', data['prices'][0]['currency']), + ('active', 'in', [True, False])]) + if not currency.active: + currency.active = True + product = self.env['product.template'].sudo().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, + 'categ_id': self.env['pipedrive.record'].sudo().search( + [( + 'pipedrive_reference', '=', + data['category'])])[0].odoo_ref + if self.env['pipedrive.record'].sudo().search( + [( + 'pipedrive_reference', '=', + data['category'])]) else 1 + }) + if product: + self.env['pipedrive.record'].sudo().create({ + 'pipedrive_reference': data['id'], + 'record_type': 'product', + 'odoo_ref': product.id + }) + product.taxes_id.unlink() + if data['tax'] != 0: + tax = self.env['account.tax'].sudo().search( + [('amount_type', '=', 'percent'), + ('type_tax_use', '=', 'sale'), ('amount', + '=', + data['tax'])]) + if not tax: + tax = self.env['account.tax'].sudo().create({ + 'name': 'Tax ' + str(data['tax']) + '%', + 'amount_type': 'percent', + 'type_tax_use': 'sale', + 'amount': data['tax'] + }) + product.sudo().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'].sudo().search( + [('name', '=', item['label'])]) + if not category: + category = self.env['product.category'].sudo().create( + { + 'name': item['label'] + } + ) + self.env['pipedrive.record'].sudo().create({ + 'pipedrive_reference': item['id'], + 'record_type': 'categ', + 'odoo_ref': category[0].id + }) + elif not self.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'categ'), ('odoo_ref', '=', category[0].id)]): + self.env['pipedrive.record'].sudo().create({ + 'pipedrive_reference': item['id'], + 'record_type': 'categ', + 'odoo_ref': category[0].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']: + if not self.env['pipedrive.record'].sudo().search( + [('pipedrive_reference', '=', str(data['id'])), ('record_type', '=', 'partner')]): + partner = self.env['res.partner'].sudo().create({ + 'name': data['name'], + 'phone': data['phone'][0]['value'], + 'email': data['email'][0]['value'] + }) + if partner: + self.env['pipedrive.record'].sudo().create({ + 'pipedrive_reference': data['id'], + 'record_type': 'partner', + 'odoo_ref': partner.id + }) + + 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']: + expected_revenue = 0 + if data['value']: + currency = self.env['res.currency'].sudo().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 not self.env['pipedrive.record'].sudo().search( + [('pipedrive_reference', '=', str(data['id'])), ('record_type', '=', 'lead')]): + lead = self.env['crm.lead'].sudo().create({ + 'name': data['title'], + 'type': 'opportunity', + 'expected_revenue': expected_revenue + }) + self.env['pipedrive.record'].sudo().create({ + 'pipedrive_reference': data['id'], + 'record_type': 'lead', + 'odoo_ref': lead.id + }) + + def export_products_to_pipedrive(self): + """Export Products from Odoo to Pipedrive""" + pipedrive_products = self.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'product')]).mapped('odoo_ref') + for product in self.env['product.template'].sudo().search( + [('id', 'not in', pipedrive_products)]): + 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']) + self.env['pipedrive.record'].sudo().create({ + 'pipedrive_reference': response.json()['data']['id'], + 'record_type': 'product', + 'odoo_ref': product.id + }) + + def export_contacts_to_pipedrive(self): + """Export Contacts from Odoo to Pipedrive""" + pipedrive_partner = self.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'partner')]).mapped('odoo_ref') + for partner in self.env['res.partner'].sudo().search( + [('id', 'not in', pipedrive_partner)]): + 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 'success' in response.json( + ).keys() and not response.json()['success'] and 'error' in \ + response.json( + ).keys(): + raise ValidationError( + response.json()['error']) + self.env['pipedrive.record'].sudo().create({ + 'pipedrive_reference': response.json()['data']['id'], + 'record_type': 'partner', + 'odoo_ref': partner.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, + } + existing_webhooks_response = requests.get("https://api.pipedrive.com/v1/webhooks", params=params) + webhook_found = False + if existing_webhooks_response.status_code == 200: + existing_webhooks = existing_webhooks_response.json().get('data', []) + for webhook in existing_webhooks: + if (webhook.get('event_action') == event_action and + webhook.get('event_object') == event_object and + webhook.get( + 'subscription_url') == self.env['ir.config_parameter'].get_param( + 'web.base.url') + url): + webhook_found = True + if not webhook_found: + 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']) + + def export_leads_to_pipedrive(self): + """Export Leads from Odoo to Pipedrive""" + pipedrive_lead = self.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'lead')]).mapped('odoo_ref') + for lead in self.env['crm.lead'].sudo().search( + [('id', 'not in', pipedrive_lead)]): + if lead.partner_id: + if not self.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'partner'), ('odoo_ref', '=', lead.partner_id.id)]): + self.create_contact(lead.partner_id) + data = { + 'title': lead.name, + 'person_id': int(self.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'partner'), ('odoo_ref', '=', lead.partner_id.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']) + self.env['pipedrive.record'].sudo().create({ + 'pipedrive_reference': response.json()['data']['id'], + 'record_type': 'lead', + 'odoo_ref': lead.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..47391e224 --- /dev/null +++ b/odoo_pipedrive_connector/models/res_partner.py @@ -0,0 +1,113 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Subina P (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 api, fields, models +from odoo.exceptions import ValidationError + + +class ResPartner(models.Model): + """Inherits Res Users for including Pipedrive fields and fuctions""" + _inherit = 'res.partner' + + pipedrive_reference = fields.Char(string='Pipedrive Reference', + 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}] + pipedrive_contact = self.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'partner'), ('odoo_ref', '=', self.id)]) + if pipedrive_contact and data: + headers = { + 'Content-Type': 'application/json', + 'Accept': 'application/json' + } + response = requests.put( + url=f'https://api.pipedrive.com/v1/persons/' + f'{pipedrive_contact.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""" + headers = { + 'Content-Type': 'application/json', + 'Accept': 'application/json' + } + pipedrive_contact = self.env['pipedrive.record'].sudo().search( + [('record_type', '=', 'partner'), ('odoo_ref', '=', self.id)]) + if pipedrive_contact: + response = requests.delete( + url=f'https://api.pipedrive.com/v1/persons/' + f'{pipedrive_contact.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() + + @api.model_create_multi + def create(self, vals_list): + """Inherited to add the contact to pipedrive""" + res = super().create(vals_list) + if self.env.company.contact_synced and not res.pipedrive_reference: + if not self.env['pipedrive.record'].search( + [('record_type', '=', 'partner',), ('odoo_ref', '=', res.id)]): + for partner in vals_list: + data = { + 'name': partner['name'] + } + if 'email' in partner.keys(): + data['email'] = partner['email'] + if 'phone' in partner.keys(): + data['phone'] = partner['phone'], + response = requests.post( + url='https://api.pipedrive.com/v1/persons', + params={ + 'api_token': self.env.company.api_key, + }, json=data, timeout=10) + if 'success' in response.json( + ).keys() and not response.json()['success'] and 'error' in \ + response.json( + ).keys(): + raise ValidationError( + response.json()['error']) + self.env['pipedrive.record'].sudo().create({ + 'pipedrive_reference': response.json()['data']['id'], + 'record_type': 'partner', + 'odoo_ref': self.id + }) + return res diff --git a/odoo_pipedrive_connector/security/ir.model.access.csv b/odoo_pipedrive_connector/security/ir.model.access.csv new file mode 100755 index 000000000..7b3d3e3e3 --- /dev/null +++ b/odoo_pipedrive_connector/security/ir.model.access.csv @@ -0,0 +1,2 @@ +id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink +access_pipedrive_record_user,access.pipedrive.record.user,model_pipedrive_record,base.group_user,1,1,1,1 diff --git a/odoo_pipedrive_connector/static/description/assets/icons/capture (1).png b/odoo_pipedrive_connector/static/description/assets/icons/capture (1).png new file mode 100644 index 000000000..8824deafc 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a/odoo_pipedrive_connector/static/description/index.html b/odoo_pipedrive_connector/static/description/index.html new file mode 100644 index 000000000..9ba600578 --- /dev/null +++ b/odoo_pipedrive_connector/static/description/index.html @@ -0,0 +1,1122 @@ + + + + + + Odoo Pipedrive Connector + + + + + + + + +
+
+
+
+
+ +
+
+
+ Community +
+
+ Enterprise +
+
+ Odoo.sh +
+
+
+
+
+
+

+ Odoo Pipedrive Connector

+

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

+
+ +
+
+
+
+
+

+ Key Highlights +

+
+
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+ +
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+

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

+
+
+
+
+
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+ +
+
+

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

+
+
+
+
+
+
+ +
+
+

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

+
+
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+ +
+
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+ 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 +

+

+

+
+
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+ +
+
+

Sync Products +

+

+ Add Token and click SYNC PRODUCTS. +

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Imported Product in Odoo +

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Exported Products in Pipedrive +

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Create a Person in Pipedrive +

+

+

+
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+ +
+
+

Sync Contacts +

+

+ Add Token and click and click SYNC CONTACTS. +

+
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+ +
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+

Imported Contact in Odoo +

+

+

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+ +
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Exported Contacts in Pipedrive +

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+ +
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+

Create a Lead in Pipedrive +

+

+

+
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+ +
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Sync Leads +

+

+ Add Token and click SYNC LEADS. +

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Imported Lead in Odoo +

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Exported Leads in Pipedrive +

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Update Product Name from Odoo +

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Product Name updated in Pipedrive +

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+

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+ +
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+

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 +

+
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+
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+ +
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+

Product Sales Price updated in Odoo +

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Contact's Email updated from Odoo +

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Contact's Email updated in Pipedrive. +

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Contact's Name updated from Pipedrive +

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Contact's Name updated in Odoo. +

+

+

+
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+
+
+
+ +
+
+

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 +

+

+

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+
    +
  • + + 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. +
  • +
+
+
+
+
+
+
Version + 17.0.1.0.0|Released on:24th April 2024 +
+

+ Initial Commit for Odoo Pipedrive Connector

+
+
+
+
+
+
+
+

+ Related Products

+
+
+ +
+
+

+ Our Services

+
+
+
+
+
+
+
+
+ service-icon +
+
+

Odoo + Customization

+
+
+
+
+
+
+ service-icon +
+
+

Odoo + Implementation

+
+
+
+
+
+
+ service-icon +
+
+

Odoo + Support

+
+
+
+
+
+
+ service-icon +
+
+

Hire + Odoo Developer

+
+
+
+
+ +
+
+ service-icon +
+
+

Odoo + Integration

+
+
+
+
+
+
+ service-icon +
+
+

Odoo + Migration

+
+
+
+
+
+
+ service-icon +
+
+

Odoo + Consultancy

+
+
+
+
+
+
+ service-icon +
+
+

Odoo + Implementation

+
+
+
+
+
+
+ service-icon +
+
+

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

+
+
+
+
+
+
+

+ Support

+
+
+
+
+
+
+
+ +
+ Need + Help? +

Got + questions or need help? Get in touch.

+
odoo@cybrosys.com +
+
+
+
+
+
+
+
+ +
+ WhatsApp +

Say hi to + us on WhatsApp!

+
+91 + 99456767686 +
+
+
+
+
+
+
+
+
+ + + + + + diff --git a/odoo_pipedrive_connector/views/crm_lead_views.xml b/odoo_pipedrive_connector/views/crm_lead_views.xml new file mode 100644 index 000000000..d7d45433b --- /dev/null +++ b/odoo_pipedrive_connector/views/crm_lead_views.xml @@ -0,0 +1,14 @@ + + + + crm.lead.view.form.inherit.odoo.pipedrive.connector + crm.lead + 5 + + + + + + + + diff --git a/odoo_pipedrive_connector/views/product_category_views.xml b/odoo_pipedrive_connector/views/product_category_views.xml new file mode 100644 index 000000000..3bcd8bbb1 --- /dev/null +++ b/odoo_pipedrive_connector/views/product_category_views.xml @@ -0,0 +1,14 @@ + + + + product.template.view.form.inherit.odoo.pipedrive.connector + product.category + 5 + + + + + + + + diff --git a/odoo_pipedrive_connector/views/product_template_views.xml b/odoo_pipedrive_connector/views/product_template_views.xml new file mode 100644 index 000000000..309cb6b08 --- /dev/null +++ b/odoo_pipedrive_connector/views/product_template_views.xml @@ -0,0 +1,14 @@ + + + + product.template.view.form.inherit.odoo.pipedrive.connector + product.template + 5 + + + + + + + + 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..8fca80045 --- /dev/null +++ b/odoo_pipedrive_connector/views/res_company_views.xml @@ -0,0 +1,40 @@ + + + + + + res.company.view.form.inherit.odoo.pipedrive.connector + + + res.company + + + + + + + + + + + + + +
+
+
+
+
+
+
diff --git a/odoo_pipedrive_connector/views/res_partner_views.xml b/odoo_pipedrive_connector/views/res_partner_views.xml new file mode 100644 index 000000000..b8c6b26db --- /dev/null +++ b/odoo_pipedrive_connector/views/res_partner_views.xml @@ -0,0 +1,15 @@ + + + + + res.partner.view.form.inherit.odoo.pipedrive.connector + res.partner + + + + + + + + +