You can not select more than 25 topics
Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.
1000 lines
48 KiB
1000 lines
48 KiB
# -*- coding: utf-8 -*-
|
|
#############################################################################
|
|
#
|
|
# Cybrosys Technologies Pvt. Ltd.
|
|
#
|
|
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
|
|
# Author: Vishnuraj P (odoo@cybrosys.com)
|
|
#
|
|
# You can modify it under the terms of the GNU LESSER
|
|
# GENERAL PUBLIC LICENSE (LGPL 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 LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
|
|
#
|
|
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
|
|
# (LGPL v3) along with this program.
|
|
# If not, see <http://www.gnu.org/licenses/>.
|
|
#
|
|
#############################################################################
|
|
import base64
|
|
from datetime import datetime, timezone
|
|
from hubspot import HubSpot
|
|
from hubspot.crm.deals import BatchInputSimplePublicObjectBatchInput
|
|
from hubspot.crm.deals import SimplePublicObjectInput
|
|
import requests
|
|
from odoo import fields, models, _
|
|
from odoo.exceptions import AccessError
|
|
|
|
|
|
class HubspotConnector(models.Model):
|
|
"""
|
|
Model for hubspot connector to set up the credentials and contains
|
|
methods for various sync operations.
|
|
Methods:
|
|
action_connect(self):
|
|
CONNECT smart button action to check the hubspot account with
|
|
provided credentials, if account exist it connects, and shows the
|
|
sync options.
|
|
action_contact_sync(self):
|
|
Button action for sync contacts based on user preference.
|
|
action_company_sync(self):
|
|
Button action for sync company based on user preference.
|
|
action_deal_sync(self):
|
|
Button action for sync deals based on user preference.
|
|
#--- Contacts Various Sync Methods ---#
|
|
action_export_partner(self):
|
|
Method for exporting contacts when the contact is not available in
|
|
hubspot.
|
|
action_import_partner(self):
|
|
Method for importing contacts when the contact is not available in
|
|
odoo.
|
|
action_update_hub_partner(self):
|
|
Method for update contacts in hubspot, based on odoo contacts,
|
|
action_update_odoo_partner(self):
|
|
Method for update contacts in odoo, based on hubspot contacts,
|
|
#--- Various Sync Methods for Company ---#
|
|
action_export_company(self):
|
|
Method for exporting company when the company is not available in
|
|
hubspot.
|
|
action_import_company(self):
|
|
Method for importing company when the company is not available in
|
|
odoo.
|
|
action_update_hub_company(self):
|
|
Method for update company in hubspot, based on odoo company.
|
|
action_update_odoo_company(self):
|
|
Method for update company in odoo, based on hubspot company.
|
|
#--- Various Sync Methods for Deals ---#
|
|
action_export_deals(self):
|
|
Method for exporting deals when the deals are not available in
|
|
hubspot.
|
|
action_import_deals(self):
|
|
Method for importing deals when the deals are not available in
|
|
odoo.
|
|
action_update_hub_deals(self):
|
|
Method for update deals in hubspot, based on odoo deals.
|
|
action_update_odoo_deals(self):
|
|
Method for update deals in odoo, based on hubspot deals.
|
|
"""
|
|
_name = 'hubspot.connector'
|
|
_description = 'HubSpot Connector'
|
|
|
|
state = fields.Selection(string="State",
|
|
selection=[("disconnected", "Disconnected"),
|
|
("connected", "Connected")],
|
|
default="disconnected",
|
|
help="Shows the connection is true or false")
|
|
name = fields.Char(string="Connector Name", help="name of the instance")
|
|
access_key = fields.Char(string="Access Token",
|
|
help="Private app key of hubspot account")
|
|
owner_id = fields.Char(string="Owner ID", required=True,
|
|
help="Owner ID of Hubspot account")
|
|
connection = fields.Boolean(string="Connection",
|
|
help="Shows connected to hubspot or nor")
|
|
# Toggles for Contacts sync
|
|
import_contacts = fields.Boolean(string="Import Contacts",
|
|
help="This will enable import of contact "
|
|
"from hubspot to odoo")
|
|
export_contacts = fields.Boolean(string="Export Contacts",
|
|
help="This will enable export of contact "
|
|
"from odoo to hubspot")
|
|
update_odoo_contacts = fields.Boolean(string="Update Odoo Contacts",
|
|
help="This will update contact in "
|
|
"odoo from hubspot data")
|
|
update_hub_contacts = fields.Boolean(string="Update Hubspot Contacts",
|
|
help="This will update contact in "
|
|
"hubspot from odoo data")
|
|
# Toggles for Company sync
|
|
import_company = fields.Boolean(string="Import Company",
|
|
help="This will enable import of companies"
|
|
"from hubspot to odoo")
|
|
export_company = fields.Boolean(string="Export Company",
|
|
help="This will enable export of companies "
|
|
"from Odoo to HubSpot")
|
|
update_odoo_company = fields.Boolean(string="Update Odoo Company",
|
|
help="This will update company in odoo"
|
|
"from hubspot data")
|
|
update_hub_company = fields.Boolean(string="Update Hubspot Company",
|
|
help="This will update company in "
|
|
"hubspot from odoo data")
|
|
# Toggles for Deals sync
|
|
export_deals = fields.Boolean(
|
|
string="Export Deals",
|
|
help="This will enable export of deals from odoo to hubspot")
|
|
import_deals = fields.Boolean(
|
|
string="Import Deals",
|
|
help="This will enable import of deals from hubspot to odoo")
|
|
update_odoo_deals = fields.Boolean(
|
|
string="Update Odoo Deals",
|
|
help="This will update deals in odoo from hubspot data")
|
|
update_hub_deals = fields.Boolean(
|
|
string="Update Hubspot Deals",
|
|
help="This will update deals in hubspot from odoo data")
|
|
# Contacts last sync Times
|
|
contacts_last_imported = fields.Datetime(
|
|
string="Contact Last Imported", readonly=True,
|
|
help="This is the last imported time")
|
|
contacts_last_exported = fields.Datetime(
|
|
string="Contact Last Exported", readonly=True,
|
|
help="This is the last exported time")
|
|
hub_contact_last_updated = fields.Datetime(
|
|
string="Hubspot Contacts Updated", readonly=True,
|
|
help="Last Hubspot Contacts Updated Time")
|
|
odoo_contact_last_updated = fields.Datetime(
|
|
string="Odoo Contacts Updated", readonly=True,
|
|
help="Last Odoo Contacts Updated Time")
|
|
# Company last sync Times
|
|
company_last_imported = fields.Datetime(
|
|
string="Company Last Imported", readonly=True,
|
|
help="This is the last imported time")
|
|
company_last_exported = fields.Datetime(
|
|
string="Company Last Exported", readonly=True,
|
|
help="This is the last exported time")
|
|
hub_company_last_updated = fields.Datetime(
|
|
string="Hubspot Company Updated", readonly=True,
|
|
help="Last Hubspot Company Updated Time")
|
|
odoo_company_last_updated = fields.Datetime(
|
|
string="Odoo Company Updated", readonly=True,
|
|
help="Last Odoo Company Updated Time")
|
|
# Deals last sync Times
|
|
deals_last_imported = fields.Datetime(
|
|
string="Deals Last Imported", readonly=True,
|
|
help="This is the last imported time")
|
|
deals_last_exported = fields.Datetime(
|
|
string="Deals Last Exported", readonly=True,
|
|
help="This is the last exported time")
|
|
hub_deal_last_updated = fields.Datetime(
|
|
string="Hubspot Deal Updated", readonly=True,
|
|
help="Last Hubspot Deal Updated Time")
|
|
odoo_deal_last_updated = fields.Datetime(
|
|
string="Odoo Deal Updated", readonly=True,
|
|
help="Last Odoo Deal Updated Time")
|
|
|
|
def action_connect(self):
|
|
"""
|
|
Method for testing connection; if credentials are correct connects
|
|
and shows sync options, if connected disconnects.
|
|
"""
|
|
if not self.connection:
|
|
owners_endpoint = 'https://api.hubapi.com/owners/v2/owners'
|
|
headers = {'Authorization': f'Bearer {self.access_key}'}
|
|
try:
|
|
response = requests.get(owners_endpoint, headers=headers)
|
|
if response.status_code == 200:
|
|
data = response.json()
|
|
if str(data[0]['ownerId']) == self.owner_id:
|
|
self.connection = True
|
|
self.state = "connected"
|
|
else:
|
|
raise AccessError(_("Error when Fetching account info"))
|
|
except requests.exceptions.RequestException:
|
|
return None
|
|
else:
|
|
self.connection = False
|
|
self.state = "disconnected"
|
|
|
|
def action_contact_sync(self):
|
|
"""
|
|
Method used to sync contacts it calls methods for import, export and
|
|
update contacts methods when user need specific condition on sync
|
|
"""
|
|
rainbow_msg = "Congrats, "
|
|
if self.export_contacts:
|
|
exported_count = self.action_export_partner()
|
|
if exported_count > 0:
|
|
rainbow_msg += f"# {exported_count} Contacts Exported"
|
|
if self.import_contacts:
|
|
imported_count = self.action_import_partner()
|
|
if imported_count > 0:
|
|
rainbow_msg += f", # {imported_count} Contacts Imported"
|
|
if self.update_hub_contacts:
|
|
hub_update_count = self.action_update_hub_partner()
|
|
if hub_update_count > 0:
|
|
rainbow_msg += f", #{hub_update_count} Hubspot Contacts Updated"
|
|
if self.update_odoo_contacts:
|
|
odoo_update_count = self.action_update_odoo_partner()
|
|
if odoo_update_count > 0:
|
|
rainbow_msg += f", # {odoo_update_count} Odoo Contacts Updated"
|
|
# If there is no sync option modifies data
|
|
if rainbow_msg == "Congrats, ":
|
|
rainbow_msg += "Contacts are already synced"
|
|
# Rainbow man displays status of sync
|
|
return {
|
|
'effect': {
|
|
'fadeout': 'slow',
|
|
'message': rainbow_msg,
|
|
'type': 'rainbow_man'
|
|
}
|
|
}
|
|
|
|
def action_company_sync(self):
|
|
"""
|
|
Method used to sync company it calls methods for import, export and
|
|
update company methods when user need specific condition on sync
|
|
"""
|
|
rainbow_msg = "Congrats, "
|
|
if self.export_company:
|
|
exported_count = self.action_export_company()
|
|
if exported_count > 0:
|
|
rainbow_msg += f"# {exported_count} Companies Exported"
|
|
if self.import_company:
|
|
imported_count = self.action_import_company()
|
|
if imported_count > 0:
|
|
rainbow_msg += f", # {imported_count} Companies Imported"
|
|
if self.update_hub_company:
|
|
hub_update_count = self.action_update_hub_company()
|
|
if hub_update_count > 0:
|
|
rainbow_msg += (f", # {hub_update_count}"
|
|
f" Hubspot Companies Updated")
|
|
if self.update_odoo_company:
|
|
odoo_update_count = self.action_update_odoo_company()
|
|
if odoo_update_count > 0:
|
|
rainbow_msg += f", # {odoo_update_count} Odoo Companies Updated"
|
|
if rainbow_msg == "Congrats, ":
|
|
rainbow_msg += "Companies are already synced"
|
|
return {
|
|
'effect': {
|
|
'fadeout': 'slow',
|
|
'message': rainbow_msg,
|
|
'type': 'rainbow_man'
|
|
}
|
|
}
|
|
|
|
def action_deal_sync(self):
|
|
"""
|
|
Method used to sync deals, it calls methods for import, export and
|
|
update deals methods when user need specific condition on sync
|
|
"""
|
|
rainbow_msg = "Congrats, "
|
|
if self.export_deals:
|
|
exported_count = self.action_export_deals()
|
|
if exported_count > 0:
|
|
rainbow_msg += f"# {exported_count} Deals Exported"
|
|
if self.import_deals:
|
|
imported_count = self.action_import_deals()
|
|
if imported_count > 0:
|
|
rainbow_msg += f", # {imported_count} Deals Imported"
|
|
if self.update_hub_deals:
|
|
hub_update_count = self.action_update_hub_deals()
|
|
if hub_update_count > 0:
|
|
rainbow_msg += f", # {hub_update_count} Hubspot Deals Updated"
|
|
if self.update_odoo_deals:
|
|
odoo_update_count = self.action_update_odoo_deals()
|
|
if odoo_update_count > 0:
|
|
rainbow_msg += f", # {odoo_update_count} Odoo Deals Updated"
|
|
if rainbow_msg == "Congrats, ":
|
|
rainbow_msg += "Deals are already synced"
|
|
return {
|
|
'effect': {
|
|
'fadeout': 'slow',
|
|
'message': rainbow_msg,
|
|
'type': 'rainbow_man'
|
|
}
|
|
}
|
|
|
|
def action_export_partner(self):
|
|
"""
|
|
Method used to Export Contacts from Odoo to Hubspot, also creates
|
|
non-existing odoo_mail and odoo_image_string fields which are not
|
|
present in hubspot and export according data to it.
|
|
"""
|
|
# Set up HubSpot API connection.
|
|
api_key = self.access_key
|
|
base_url = 'https://api.hubapi.com'
|
|
# Lists fields and their properties need to create in hubspot.
|
|
partner_fields = [
|
|
{
|
|
'name': 'odoo_mail',
|
|
'label': 'Mail',
|
|
'type': 'string'
|
|
},
|
|
{
|
|
'name': 'odoo_image_string',
|
|
'label': 'Image String',
|
|
'type': 'string'
|
|
},
|
|
]
|
|
for field in partner_fields:
|
|
# Check each field in partner_fields exists in HubSpot or not
|
|
endpoint = f"/properties/v1/contacts/properties/named/" \
|
|
f"{field['name']}"
|
|
headers = {
|
|
'Content-Type': 'application/json',
|
|
'Authorization': f'Bearer {api_key}'
|
|
}
|
|
response = requests.get(base_url + endpoint, headers=headers)
|
|
# Response returns a status code "200" when field exist in hubspot.
|
|
if response.status_code != 200:
|
|
# Create custom field in HubSpot
|
|
endpoint = '/properties/v1/contacts/properties'
|
|
headers = {
|
|
'Content-Type': 'application/json',
|
|
'Authorization': 'Bearer {}'.format(api_key)
|
|
}
|
|
# Properties of Field ie, going to create
|
|
payload = {
|
|
'name': field['name'],
|
|
'label': field['label'],
|
|
'description': 'Custom field created form odoo',
|
|
'groupName': 'contactinformation',
|
|
'type': field['type']
|
|
}
|
|
# API call for Field creation
|
|
response = requests.post(base_url + endpoint, json=payload,
|
|
headers=headers)
|
|
# Returns status code "200" when successfully created the field
|
|
if response.status_code == 200:
|
|
pass # Notification : Successfully connected.
|
|
else:
|
|
raise AccessError(f"Failed to create {field['name']} field,"
|
|
f"Status code: {response.status_code}")
|
|
# Setting api client connection via api
|
|
api_client = HubSpot(access_token=self.access_key)
|
|
odoo_partners = self.env['res.partner'].search([])
|
|
success_count = 0
|
|
# Fetch HubSpot contact's ID as list
|
|
hubspot_partners = [rec.properties['hs_object_id']
|
|
for rec in api_client.crm.contacts.get_all()]
|
|
for rec in odoo_partners:
|
|
# If the Odoo contact not present in Hubspot ID list export it
|
|
if rec.hs_object_id not in hubspot_partners:
|
|
properties = {
|
|
"firstname": rec.name,
|
|
"lastname": "",
|
|
"odoo_mail": rec.email,
|
|
"phone": rec.phone if rec.phone else None,
|
|
"company": rec.commercial_company_name or rec.company_name
|
|
if rec.commercial_company_name or rec.company_name
|
|
else None,
|
|
"jobtitle": rec.function if rec.function else None,
|
|
"website": rec.website if rec.website else None,
|
|
"address": rec.street + "," + rec.street2 if (
|
|
rec.street and rec.street2) else (
|
|
rec.street or rec.street2 or ""),
|
|
"city": rec.city if rec.city else None,
|
|
"state": rec.state_id.name if rec.state_id else None,
|
|
"zip": rec.zip if rec.zip else None,
|
|
"country": rec.country_id.name if rec.country_id else None,
|
|
"odoo_image_string": base64.b64encode(rec.image_1920).
|
|
decode('utf-8') if (rec.image_1920 and len(base64.b64encode(
|
|
rec.image_1920).decode('utf-8')) < 65500) else None,
|
|
}
|
|
api_response = api_client.crm.contacts.basic_api.create(
|
|
simple_public_object_input_for_create=
|
|
SimplePublicObjectInput(properties))
|
|
# If Exported then update Hubspot ID in Odoo
|
|
if api_response:
|
|
rec.write({
|
|
'hs_object_id': api_response.properties['hs_object_id'],
|
|
'sync_mode': 'export'})
|
|
else:
|
|
# change it to Failure msg.
|
|
pass
|
|
success_count += 1
|
|
# If Any record exported Create Sync History
|
|
if success_count > 0:
|
|
self.env['hubspot.sync.history'].sudo().create({
|
|
'date': datetime.now(),
|
|
'res_model_id': self.env.ref('base.model_res_partner').id,
|
|
'sync_mode': 'export',
|
|
'state': 'success',
|
|
'count': success_count,
|
|
})
|
|
self.contacts_last_exported = datetime.now()
|
|
# Returns Exported Count
|
|
return success_count
|
|
|
|
def action_import_partner(self):
|
|
"""
|
|
Method used fetch data from Hubspot and creates contacts based on it.
|
|
"""
|
|
# Fields needs to fetch from hubspot.
|
|
needed_fields = [
|
|
"firstname", "lastname", "email", "phone", "company", "jobtitle",
|
|
"website", "address", "city", "state", "zip", "country",
|
|
"odoo_mail", "odoo_image_string", "hs_object_id"
|
|
]
|
|
api_client = HubSpot(access_token=self.access_key)
|
|
odoo_partners = self.env['res.partner'].search([]).mapped(
|
|
'hs_object_id')
|
|
# Getting needed fields from hubspot
|
|
hubspot_partners = api_client.crm.contacts.get_all(
|
|
properties=needed_fields)
|
|
partners_to_create = []
|
|
success_count = 0
|
|
# Creates Dictionaries from country and state model to fetch
|
|
# state_id and country_id
|
|
state_dict = {state['name']: state['id'] for state in self.env[
|
|
'res.country.state'].search_read([], ['name'])}
|
|
country_dict = {country['name']: country['id'] for country in self.env[
|
|
'res.country'].search_read([], ['name'])}
|
|
for rec in hubspot_partners:
|
|
# If hubspot record not present in odoo records creates it.
|
|
if rec.properties['hs_object_id'] not in odoo_partners:
|
|
partners_to_create.append({
|
|
'name': rec.properties['firstname'] + '' + rec.properties[
|
|
'lastname'] if rec.properties[
|
|
'lastname'] else rec.properties['firstname'],
|
|
'email': rec.properties['email'] if rec.properties[
|
|
'email'] else rec.properties[
|
|
'odoo_mail'] if rec.properties['odoo_mail'] else None,
|
|
'phone': rec.properties['phone'],
|
|
'function': rec.properties['jobtitle'],
|
|
'website': rec.properties['website'],
|
|
'street': rec.properties['address'],
|
|
'city': rec.properties['city'],
|
|
'zip': rec.properties['zip'],
|
|
'state_id': state_dict.get(str(rec.properties['state']),
|
|
None),
|
|
'country_id': country_dict.get(
|
|
str(rec.properties['country']), None),
|
|
'image_1920': base64.b64decode(
|
|
rec.properties['odoo_image_string']) if rec.properties[
|
|
'odoo_image_string'] else None,
|
|
'hs_object_id': rec.properties['hs_object_id'],
|
|
'sync_mode': 'import'
|
|
})
|
|
# counting total records created
|
|
success_count += 1
|
|
if partners_to_create:
|
|
self.env['res.partner'].sudo().create(partners_to_create)
|
|
# If new record created, then creates sync history.
|
|
if success_count > 0:
|
|
self.env['hubspot.sync.history'].sudo().create({
|
|
'date': datetime.now(),
|
|
'res_model_id': self.env.ref('base.model_res_partner').id,
|
|
'sync_mode': 'import',
|
|
'state': 'success',
|
|
'count': success_count,
|
|
})
|
|
self.contacts_last_imported = datetime.now()
|
|
return success_count
|
|
|
|
def action_update_hub_partner(self):
|
|
""" Method used to update hubspot contacts based on odoo contacts. """
|
|
api_client = HubSpot(access_token=self.access_key)
|
|
odoo_partners = self.env['res.partner'].search([])
|
|
odoo_partners_list = odoo_partners.mapped('hs_object_id')
|
|
hubspot_partners = api_client.crm.contacts.get_all()
|
|
update_success = 0
|
|
data_to_update = []
|
|
for rec in hubspot_partners:
|
|
# Checking the hubspot contact present in odoo
|
|
# then take the corresponding odoo record
|
|
if rec.properties['hs_object_id'] in odoo_partners_list:
|
|
odoo_record = self.env['res.partner'].search(
|
|
[('hs_object_id', '=', rec.properties['hs_object_id'])])
|
|
# If the corresponding odoo record is last updated then
|
|
# update hubspot record based on that
|
|
if odoo_record.write_date > (
|
|
self.hub_contact_last_updated or rec.updated_at.
|
|
astimezone(timezone.utc).replace(tzinfo=None)):
|
|
data_to_update.append({
|
|
'id': rec.properties['hs_object_id'],
|
|
'properties': {
|
|
"firstname": odoo_record.name,
|
|
"lastname": "",
|
|
"odoo_mail": odoo_record.email,
|
|
"phone": odoo_record.phone,
|
|
"company": odoo_record.commercial_company_name
|
|
or odoo_record.company_name,
|
|
"jobtitle": odoo_record.function,
|
|
"website": odoo_record.website,
|
|
"address": odoo_record.street + "," +
|
|
odoo_record.street2 if (
|
|
odoo_record.street and odoo_record.street2)
|
|
else (odoo_record.street
|
|
or odoo_record.street2 or ""),
|
|
"city": odoo_record.city if odoo_record.city
|
|
else None,
|
|
"state": odoo_record.state_id.name
|
|
if odoo_record.state_id else None,
|
|
"zip": odoo_record.zip if odoo_record.zip else None,
|
|
"country": odoo_record.country_id.name
|
|
if odoo_record.country_id else None,
|
|
"odoo_image_string": base64.b64encode(
|
|
odoo_record.image_1920).decode('utf-8') if (
|
|
odoo_record.image_1920 and len(
|
|
base64.b64encode(
|
|
odoo_record.image_1920).decode(
|
|
'utf-8')) < 65500) else "",
|
|
}
|
|
})
|
|
update_success += 1
|
|
# Batch Update of record to hubspot.
|
|
api_client.crm.contacts.batch_api.update(
|
|
batch_input_simple_public_object_batch_input=
|
|
BatchInputSimplePublicObjectBatchInput(data_to_update))
|
|
self.hub_contact_last_updated = datetime.now()
|
|
if update_success > 0:
|
|
self.env['hubspot.sync.history'].sudo().create({
|
|
'date': self.hub_contact_last_updated,
|
|
'res_model_id': self.env.ref('base.model_res_partner').id,
|
|
'sync_mode': 'hub_updated',
|
|
'state': 'success',
|
|
'count': update_success,
|
|
})
|
|
# Returns successfully updated count.
|
|
return update_success
|
|
|
|
def action_update_odoo_partner(self):
|
|
"""Method used to update odoo partner based on the hubspot contacts."""
|
|
api_client = HubSpot(access_token=self.access_key)
|
|
odoo_partners = self.env['res.partner'].search([])
|
|
# Fields need to fetch from hubspot.
|
|
needed_fields = [
|
|
"firstname", "lastname", "email", "phone", "company", "jobtitle",
|
|
"website", "address", "city", "state", "zip", "country",
|
|
"odoo_mail", "odoo_image_string", "hs_object_id"
|
|
]
|
|
hubspot_partners = api_client.crm.contacts.get_all(
|
|
properties=needed_fields)
|
|
hubspot_partners_list = [rec.properties['hs_object_id']
|
|
for rec in hubspot_partners]
|
|
update_success = 0
|
|
# Creates Dictionaries from country and state model to fetch
|
|
# state_id and country_id
|
|
state_dict = {state['name']: state['id'] for state in self.env[
|
|
'res.country.state'].search_read([], ['name'])}
|
|
country_dict = {country['name']: country['id'] for country in self.env[
|
|
'res.country'].search_read([], ['name'])}
|
|
for rec in odoo_partners:
|
|
# If odoo record present in hubspot record then teke
|
|
# corresponding hubspot record
|
|
if rec.hs_object_id in hubspot_partners_list:
|
|
hubspot_partner = {h.id: h for h in hubspot_partners}
|
|
hub_record = hubspot_partner.get(rec.hs_object_id, None)
|
|
# If hubspot record is recently updated, then update
|
|
# odoo record based on that
|
|
if hub_record.updated_at.astimezone(timezone.utc).replace(
|
|
tzinfo=None) > (
|
|
self.odoo_contact_last_updated or rec.write_date):
|
|
data_to_update = {
|
|
'name': hub_record.properties[
|
|
'firstname'] + '' + hub_record.properties[
|
|
'lastname'] if hub_record.properties[
|
|
'lastname'] else hub_record.properties['firstname'],
|
|
'email': hub_record.properties[
|
|
'email'] if hub_record.properties[
|
|
'email'] else hub_record.properties[
|
|
'odoo_mail'] if hub_record.properties[
|
|
'odoo_mail'] else None,
|
|
|
|
'phone': hub_record.properties['phone'],
|
|
'function': hub_record.properties['jobtitle'],
|
|
'website': hub_record.properties['website'],
|
|
'street': hub_record.properties['address'],
|
|
'city': hub_record.properties['city'],
|
|
'zip': hub_record.properties['zip'],
|
|
'state_id': state_dict.get(str(hub_record.properties[
|
|
'state']), None),
|
|
'country_id': country_dict.get(
|
|
str(hub_record.properties['country']), None),
|
|
|
|
'image_1920': base64.b64decode(
|
|
hub_record.properties[
|
|
'odoo_image_string']) if hub_record.properties[
|
|
'odoo_image_string'] else None,
|
|
}
|
|
update_success += 1
|
|
rec.write(data_to_update)
|
|
self.odoo_contact_last_updated = datetime.now()
|
|
# If there is any contact updated then creates sync history.
|
|
if update_success > 0:
|
|
self.env['hubspot.sync.history'].sudo().create({
|
|
'date': self.odoo_contact_last_updated,
|
|
'res_model_id': self.env.ref('base.model_res_partner').id,
|
|
'sync_mode': 'odoo_updated',
|
|
'state': 'success',
|
|
'count': update_success,
|
|
})
|
|
# Returns updated record's count.
|
|
return update_success
|
|
|
|
def action_export_company(self):
|
|
""" Method to export companies to hubspot. """
|
|
api_client = HubSpot(access_token=self.access_key)
|
|
odoo_companies = self.env['res.company'].search([])
|
|
hubspot_companies = []
|
|
success_count = 0
|
|
for rec in api_client.crm.companies.get_all():
|
|
hubspot_companies.append(rec.properties['hs_object_id'])
|
|
for rec in odoo_companies:
|
|
# If odoo record not present in hubspot record create it
|
|
# via api call
|
|
if rec.hs_object_id not in hubspot_companies:
|
|
properties = {
|
|
"name": rec.name,
|
|
"domain": rec.website,
|
|
"description": rec.company_details if rec.company_details
|
|
else None,
|
|
"phone": rec.phone,
|
|
"address": rec.street + "," + rec.street2 if (
|
|
rec.street and rec.street2) else (
|
|
rec.street or rec.street2 or ""),
|
|
"city": rec.city,
|
|
"state": rec.state_id.name if rec.state_id else None,
|
|
"zip": rec.zip if rec.zip else None,
|
|
"country": rec.country_id.name if rec.country_id else None,
|
|
"industry": "",
|
|
}
|
|
# API call for create company record on hubspot.
|
|
api_response = api_client.crm.companies.basic_api.create(
|
|
simple_public_object_input_for_create=
|
|
SimplePublicObjectInput(properties))
|
|
# After exporting save the unique hubspot id on that record
|
|
if api_response:
|
|
rec.write({
|
|
'hs_object_id': api_response.properties['hs_object_id'],
|
|
'sync_mode': 'export'
|
|
})
|
|
success_count += 1
|
|
self.company_last_exported = datetime.now()
|
|
# If there is any record exported then creates history record.
|
|
if success_count > 0:
|
|
self.env['hubspot.sync.history'].sudo().create({
|
|
'date': self.company_last_exported,
|
|
'res_model_id': self.env.ref('base.model_res_company').id,
|
|
'sync_mode': 'export',
|
|
'state': 'success',
|
|
'count': success_count,
|
|
})
|
|
# Returns the exported count.
|
|
return success_count
|
|
|
|
def action_import_company(self):
|
|
""" Method to Import record from hubspot """
|
|
api_client = HubSpot(access_token=self.access_key)
|
|
odoo_companies = self.env['res.company'].search([]).mapped(
|
|
'hs_object_id')
|
|
# The fields need to fetch from hubspot.
|
|
needed_fields = [
|
|
"hs_object_id", "name", "domain", "website", "description", "phone",
|
|
"city", "state", "country", "zip"
|
|
]
|
|
hubspot_companies = api_client.crm.companies.get_all(
|
|
properties=needed_fields)
|
|
companies_to_create = []
|
|
success_count = 0
|
|
# Creates Dictionaries from country and state model to fetch
|
|
# state_id and country_id
|
|
state_dict = {state['name']: state['id'] for state in self.env[
|
|
'res.country.state'].search_read([], ['name'])}
|
|
country_dict = {country['name']: country['id'] for country in self.env[
|
|
'res.country'].search_read([], ['name'])}
|
|
for rec in hubspot_companies:
|
|
# If hubspot record not present in odoo record, create new record.
|
|
if rec.properties['hs_object_id'] not in odoo_companies:
|
|
companies_to_create.append({
|
|
'name': rec.properties['name'],
|
|
'website': rec.properties['domain'],
|
|
'company_details': rec.properties['description'],
|
|
'phone': rec.properties['phone'],
|
|
'city': rec.properties['city'],
|
|
'state_id': state_dict.get(str(rec.properties['state']),
|
|
None),
|
|
'country_id': country_dict.get(
|
|
str(rec.properties['country']), None),
|
|
'zip': rec.properties['zip'],
|
|
'hs_object_id': rec.properties['hs_object_id'],
|
|
'sync_mode': 'import',
|
|
})
|
|
success_count += 1
|
|
if companies_to_create:
|
|
self.env['res.company'].sudo().create(companies_to_create)
|
|
self.deals_last_imported = datetime.now()
|
|
# If any new record created then create history record.
|
|
if success_count > 0:
|
|
self.env['hubspot.sync.history'].sudo().create({
|
|
'date': self.deals_last_imported,
|
|
'res_model_id': self.env.ref('base.model_res_company').id,
|
|
'sync_mode': 'import',
|
|
'state': 'success',
|
|
'count': success_count,
|
|
})
|
|
# Returns the created record count.
|
|
return success_count
|
|
|
|
def action_update_hub_company(self):
|
|
""" Method to update hubspot record based on odoo records """
|
|
api_client = HubSpot(access_token=self.access_key)
|
|
odoo_company = self.env['res.company'].search([])
|
|
odoo_company_list = odoo_company.mapped('hs_object_id')
|
|
hubspot_company = api_client.crm.companies.get_all()
|
|
update_success = 0
|
|
data_to_update = []
|
|
for rec in hubspot_company:
|
|
# If hubspot record present in odoo record then take
|
|
# corresponding odoo record
|
|
if rec.properties['hs_object_id'] in odoo_company_list:
|
|
odoo_record = self.env['res.company'].search(
|
|
[('hs_object_id', '=', rec.properties['hs_object_id'])])
|
|
# If odoo record is recently updated then update hubspot record.
|
|
if odoo_record.write_date > (
|
|
self.hub_company_last_updated or rec.updated_at.
|
|
astimezone(timezone.utc).replace(tzinfo=None)):
|
|
data_to_update.append({
|
|
'id': rec.properties['hs_object_id'],
|
|
'properties': {
|
|
"name": odoo_record.name,
|
|
"domain": odoo_record.website,
|
|
"description": odoo_record.company_details
|
|
if odoo_record.company_details else None,
|
|
"phone": odoo_record.phone,
|
|
"address": odoo_record.street + "," +
|
|
odoo_record.street2
|
|
if (odoo_record.street and odoo_record.street2)
|
|
else (odoo_record.street
|
|
or odoo_record.street2 or ""),
|
|
"city": odoo_record.city,
|
|
"state": odoo_record.state_id.name
|
|
if odoo_record.state_id else None,
|
|
"zip": odoo_record.zip if odoo_record.zip else None,
|
|
"country": odoo_record.country_id.name
|
|
if odoo_record.country_id else None,
|
|
"industry": "",
|
|
}
|
|
})
|
|
update_success += 1
|
|
api_client.crm.companies.batch_api.update(
|
|
batch_input_simple_public_object_batch_input=
|
|
BatchInputSimplePublicObjectBatchInput(data_to_update))
|
|
self.hub_company_last_updated = datetime.now()
|
|
if update_success > 0:
|
|
self.env['hubspot.sync.history'].sudo().create({
|
|
'date': self.hub_company_last_updated,
|
|
'res_model_id': self.env.ref('base.model_res_company').id,
|
|
'sync_mode': 'hub_updated',
|
|
'state': 'success',
|
|
'count': update_success,
|
|
})
|
|
# Returns the updated count.
|
|
return update_success
|
|
|
|
def action_update_odoo_company(self):
|
|
""" Method to update odoo company records based on hubspot record. """
|
|
api_client = HubSpot(access_token=self.access_key)
|
|
odoo_company = self.env['res.company'].search([])
|
|
# Needed fields to fetch from hubspot.
|
|
needed_fields = [
|
|
"hs_object_id", "name", "domain", "website", "description", "phone",
|
|
"city", "state", "country", "zip"
|
|
]
|
|
hubspot_company = api_client.crm.companies.get_all(
|
|
properties=needed_fields)
|
|
hubspot_company_list = [rec.properties['hs_object_id']
|
|
for rec in hubspot_company]
|
|
update_success = 0
|
|
# Creates Dictionaries from country and state model to fetch
|
|
# state_id and country_id.
|
|
state_dict = {state['name']: state['id'] for state in self.env[
|
|
'res.country.state'].search_read([], ['name'])}
|
|
country_dict = {country['name']: country['id'] for country in self.env[
|
|
'res.country'].search_read([], ['name'])}
|
|
for rec in odoo_company:
|
|
# If the odoo company record is present in hubspot company,
|
|
# take the corresponding hubspot record.
|
|
if rec.hs_object_id in hubspot_company_list:
|
|
hubspot_company_dict = {h.id: h for h in hubspot_company}
|
|
hub_record = hubspot_company_dict.get(rec.hs_object_id, None)
|
|
# If the hubspot record is recently modified then update
|
|
# odoo record based on that.
|
|
if hub_record.updated_at.astimezone(timezone.utc).replace(
|
|
tzinfo=None) > rec.write_date:
|
|
data_to_update = {
|
|
'name': hub_record.properties['name'],
|
|
'website': hub_record.properties['domain'],
|
|
'company_details': hub_record.properties['description'],
|
|
'phone': hub_record.properties['phone'],
|
|
'city': hub_record.properties['city'],
|
|
'state_id': state_dict.get(str(hub_record.properties[
|
|
'state']), None),
|
|
'country_id': country_dict.get(
|
|
str(hub_record.properties['country']), None),
|
|
'zip': hub_record.properties['zip'],
|
|
}
|
|
update_success += 1
|
|
rec.write(data_to_update)
|
|
self.odoo_company_last_updated = datetime.now()
|
|
if update_success > 0:
|
|
self.env['hubspot.sync.history'].sudo().create({
|
|
'date': self.odoo_company_last_updated,
|
|
'res_model_id': self.env.ref('base.model_res_company').id,
|
|
'sync_mode': 'odoo_updated',
|
|
'state': 'success',
|
|
'count': update_success,
|
|
})
|
|
# Returns updated count.
|
|
return update_success
|
|
|
|
def action_export_deals(self):
|
|
""" Method for export deals from odoo to hubspot """
|
|
api_client = HubSpot(access_token=self.access_key)
|
|
odoo_deals = self.env['crm.lead'].search([])
|
|
hubspot_deals = []
|
|
success_count = 0
|
|
for rec in api_client.crm.deals.get_all():
|
|
hubspot_deals.append(rec.properties['hs_object_id'])
|
|
for rec in odoo_deals:
|
|
# If the deal present in odoo not available in hubspot
|
|
# creates it via api call.
|
|
if rec.hs_object_id not in hubspot_deals:
|
|
properties = {
|
|
"dealname": rec.name,
|
|
"amount": rec.expected_revenue if rec.expected_revenue
|
|
else None,
|
|
"closedate": rec.date_deadline if rec.date_deadline else '',
|
|
"createdate": rec.create_date.strftime(
|
|
'%Y-%m-%dT%H:%M:%SZ') if rec.create_date else None,
|
|
}
|
|
# API call to create deals in hubspot.
|
|
api_response = api_client.crm.deals.basic_api.create(
|
|
simple_public_object_input_for_create=
|
|
SimplePublicObjectInput(properties))
|
|
# If the record is created in hubspot then store the unique
|
|
# hubspot id in deal record in odoo too.
|
|
if api_response:
|
|
rec.write({
|
|
'hs_object_id': api_response.properties['hs_object_id'],
|
|
'sync_mode': 'export'
|
|
})
|
|
success_count += 1
|
|
self.deals_last_exported = datetime.now()
|
|
# If there is any record exported then creates history record
|
|
if success_count > 0:
|
|
self.env['hubspot.sync.history'].sudo().create({
|
|
'date': self.deals_last_exported,
|
|
'res_model_id': self.env.ref('crm.model_crm_lead').id,
|
|
'sync_mode': 'export',
|
|
'state': 'success',
|
|
'count': success_count,
|
|
})
|
|
# Returns the exported count.
|
|
return success_count
|
|
|
|
def action_import_deals(self):
|
|
""" Method to import deals record from hubspot to odoo. """
|
|
# Needed fields to fetch from hubspot.
|
|
needed_fields = [
|
|
"dealname", "amount", "closedate"
|
|
]
|
|
api_client = HubSpot(access_token=self.access_key)
|
|
odoo_deals = self.env['crm.lead'].search([]).mapped('hs_object_id')
|
|
hubspot_deals = api_client.crm.deals.get_all(properties=needed_fields)
|
|
deals_to_create = []
|
|
success_count = 0
|
|
for rec in hubspot_deals:
|
|
# If hubspot record not present in odoo creates the record.
|
|
if rec.properties['hs_object_id'] not in odoo_deals:
|
|
deals_to_create.append({
|
|
'name': rec.properties['dealname'] or 'Lead',
|
|
'expected_revenue': rec.properties['amount'],
|
|
'date_deadline': rec.properties['closedate'],
|
|
'hs_object_id': rec.properties['hs_object_id'],
|
|
'sync_mode': 'import',
|
|
})
|
|
success_count += 1
|
|
if deals_to_create:
|
|
self.env['crm.lead'].sudo().create(deals_to_create)
|
|
self.deals_last_imported = datetime.now()
|
|
# If create any records then creates the history for it.
|
|
if success_count > 0:
|
|
self.env['hubspot.sync.history'].sudo().create({
|
|
'date': self.deals_last_imported,
|
|
'res_model_id': self.env.ref('crm.model_crm_lead').id,
|
|
'sync_mode': 'import',
|
|
'state': 'success',
|
|
'count': success_count,
|
|
})
|
|
# Return the created records count.
|
|
return success_count
|
|
|
|
def action_update_hub_deals(self):
|
|
""" Method for update hubspot record based on odoo record. """
|
|
api_client = HubSpot(access_token=self.access_key)
|
|
odoo_deal = self.env['crm.lead'].search([])
|
|
odoo_deal_list = odoo_deal.mapped('hs_object_id')
|
|
hubspot_deal = api_client.crm.deals.get_all()
|
|
update_success = 0
|
|
data_to_update = []
|
|
for rec in hubspot_deal:
|
|
# If hubspot record present in odoo records then take the
|
|
# corresponding odoo record.
|
|
if rec.properties['hs_object_id'] in odoo_deal_list:
|
|
odoo_record = self.env['crm.lead'].search(
|
|
[('hs_object_id', '=', rec.properties['hs_object_id'])])
|
|
# If the odoo record is recently modified then update hubspot
|
|
# record based on that.
|
|
if odoo_record.write_date > rec.updated_at.astimezone(
|
|
timezone.utc).replace(tzinfo=None):
|
|
data_to_update.append({
|
|
'id': rec.properties['hs_object_id'],
|
|
'properties': {
|
|
"dealname": odoo_record.name,
|
|
"amount": odoo_record.expected_revenue
|
|
if odoo_record.expected_revenue else None,
|
|
"closedate": odoo_record.date_deadline
|
|
if odoo_record.date_deadline else '',
|
|
"createdate": odoo_record.create_date.strftime(
|
|
'%Y-%m-%dT%H:%M:%SZ') if odoo_record.create_date
|
|
else None,
|
|
}
|
|
})
|
|
update_success += 1
|
|
api_client.crm.deals.batch_api.update(
|
|
batch_input_simple_public_object_batch_input=
|
|
BatchInputSimplePublicObjectBatchInput(data_to_update))
|
|
self.hub_deal_last_updated = datetime.now()
|
|
# Creates history record when any deal updated.
|
|
if update_success > 0:
|
|
self.env['hubspot.sync.history'].sudo().create({
|
|
'date': self.hub_deal_last_updated,
|
|
'res_model_id': self.env.ref('crm.model_crm_lead').id,
|
|
'sync_mode': 'hub_updated',
|
|
'state': 'success',
|
|
'count': update_success,
|
|
})
|
|
# Returns the updated count.
|
|
return update_success
|
|
|
|
def action_update_odoo_deals(self):
|
|
""" Method to update odoo leads based on hubspot records. """
|
|
api_client = HubSpot(access_token=self.access_key)
|
|
odoo_deal = self.env['crm.lead'].search([])
|
|
# Needed field to fetch from hubspot.
|
|
needed_fields = ["dealname", "hs_object_id", "amount", "closedate"]
|
|
hubspot_deal = api_client.crm.deals.get_all(
|
|
properties=needed_fields)
|
|
hubspot_deal_list = [rec.properties['hs_object_id']
|
|
for rec in hubspot_deal]
|
|
update_success = 0
|
|
for rec in odoo_deal:
|
|
# If odoo record present in hubspot record, take the hubspot record.
|
|
if rec.hs_object_id in hubspot_deal_list:
|
|
hubspot_deal_dict = {h.id: h for h in hubspot_deal}
|
|
hub_record = hubspot_deal_dict.get(rec.hs_object_id, None)
|
|
# If the hubspot record is recently modified then
|
|
# update odoo record based on that.
|
|
if hub_record.updated_at.astimezone(timezone.utc).replace(
|
|
tzinfo=None) > rec.write_date:
|
|
data_to_update = {
|
|
'name': hub_record.properties['dealname'] or 'Lead',
|
|
'expected_revenue': hub_record.properties['amount'],
|
|
'date_deadline': hub_record.properties['closedate'],
|
|
}
|
|
update_success += 1
|
|
rec.write(data_to_update)
|
|
self.odoo_deal_last_updated = datetime.now()
|
|
# Creates history record based on updated records count.
|
|
if update_success > 0:
|
|
self.env['hubspot.sync.history'].sudo().create({
|
|
'date': self.odoo_deal_last_updated,
|
|
'res_model_id': self.env.ref('crm.model_crm_lead').id,
|
|
'sync_mode': 'odoo_updated',
|
|
'state': 'success',
|
|
'count': update_success,
|
|
})
|
|
# returns the updated count.
|
|
return update_success
|
|
|