vtiger 0.7.8 → 0.8.0

data/bin/update_lead.rb

@@ -0,0 +1,147 @@
+#!/usr/bin/ruby
+usage=<<EOF_USAGE
+
+# == Synopsis
+#   read a csv file and update leads  in a crm system - this is specific example but you can modify as you see fit
+# == Usage
+#  update_lead.rb -u democrm.estormtech.com -c test -e Contacts  -n scott -k xxxxx  -f csvfile
+# csv file needs to be in the format (including headers) with destination, template, asmanyparameters as needed separated by commas
+# == Author
+#   Scott Sproule  --- Ficonab.com (scott.sproule@ficonab.com)
+# == Example
+#  update_lead.rb -u xxxx -p yyyy -f yyy.csv
+# == Copyright
+#    Copyright (c) 2011 Ficonab Pte. Ltd.
+#     See license for license details
+EOF_USAGE
+require 'yaml'
+require 'rubygems'
+require 'uri'
+gem 'ficonabses'
+gem 'fastercsv'
+gem 'vtiger'
+require 'vtiger'
+require 'fastercsv'
+require 'ficonabses'
+require 'optparse'
+#require 'java' if RUBY_PLATFORM =~ /java/
+# start the processing
+def process_row(vtiger,row,newgroup)
+  #puts "row destination: #{row['destination']} template: #{row['template']} campaign: #{row['campaign']} campaign flag: #{flag}"
+  
+  # puts "row is #{row.inspect}"
+    if row!=nil then    
+      result=true
+      result, id=vtiger.query_element_by_email(row['email'],'Leads')
+       row['phone']=row['telephone']
+       if result then        #UPDATE SINCE IT EXISTS
+          values={}
+          values=vtiger.retrieve_object(id) 
+          
+          if values['cf_632']==nil or values['cf_632']=='' then
+            values['cf_632']=newgroup.to_s 
+           else
+              values['cf_632']="#{values['cf_632']} |##| #{newgroup.to_s}"  if !values['cf_632'].include? newgroup.to_s  #NOTE multi slect separator
+          end
+          puts "found #{id} for #{row['email']} new group is #{values['cf_632']}"
+          # grup is cf_632
+           row['id']=id
+           values['id']=id
+           values =  row.merge values  #NOTE values will override the row  where these is existing data
+           values['mobile']=row['cf_643']
+           values['lane']=row['cf_631']
+           values['phone']=row['cf_646']
+           values['fax']=row['cf_645']
+           row.each { |k,v| values[k]=v if values[k]==''}
+           values.each { |k,v| values[k]="" if v==nil}  #remove nils
+           values.delete(nil)
+           
+            @oldcount=@oldcount+1
+        
+           result=vtiger.updateobject(values)
+           if  result['success']!=true then
+             newvalues=values.clone
+             result, id=vtiger.query_element_by_email(row['email'],'Leads')
+             newvalues['id']=id
+             puts "FAILED UPDATE try again"
+             result=vtiger.updateobject(newvalues)
+             @failed << row if result['success']!=true
+           end
+           puts "result: #{result} values were #{values.inspect}"
+           puts "UPDATE=================END UPDATE"
+       else                   #CREATE SINCE NOT IN SYSTEM
+         puts "in else statement -Just add the lead"      
+         #SET THE GROUP HERE
+         @newcount=@newcount+1
+         row['cf_632']=newgroup.to_s
+         row['mobile']=row['cf_643']
+          row['phone']=row['cf_646']
+          row['fax']=row['cf_645']
+           row['lane']=row['cf_631']
+         row['company']=row['email'] if row['company']==nil or row['company']==''
+         row['company']=row['lastname'] if row['company']==nil or row['company']==''
+         result,id =vtiger.addleademail(row,row['lastname'],row['company'],row['email'],row)    
+         puts "adding lead #{row['email']} company #{row['company']} with group: #{newgroup}"
+           puts "result: #{result} id #{id} values were #{row.inspect}"
+            puts "ADD=================END ADD"
+              @failed << row if !result
+       end
+        
+   end
+     result
+end
+ def readfile(filename)
+      csvfile=File.open(filename,'r') 
+      rawfile= FasterCSV.parse(csvfile.read, { :headers           => true})
+      rawfile
+  end
+def manage_row(vtiger,row,options)
+   begin
+      hash={}
+      hash=hash.merge row
+      res=process_row(vtiger,hash.clone,options[:group])
+      puts "COUNT: #{@count} result: #{res} row: #{hash} "
+    @count+=1
+
+    rescue Exception => e
+      @errors+=1
+    puts "ERROR===Found count: #{@count} error #{e.inspect}"
+    end
+end
+ arg_hash=Vtiger::Options.parse_options(ARGV)
+  Vtiger::Options.show_usage_exit(usage) if arg_hash[:help]==true
+ 
+require 'pp'
+ options=arg_hash
+  puts "[#{Time.now}] START"
+  VTIGERAPIHASH = {
+       :username => options[:username],
+       :key => options[:key],
+        # :username => 'admin',
+        # :key => 'ISGRkVGyEYunzQlD',
+         :url => options[:url],
+       }
+       puts "API HASH #{VTIGERAPIHASH.inspect}"
+  #Vtiger::Api.api_settings=VTIGERAPIHASH
+  @failed=[]
+     @count=0
+     @errors=0
+    vtiger_cmd =Vtiger::Commands.vtiger_factory(VTIGERAPIHASH)
+      @newcount=0
+      @oldcount=0
+      rows=readfile(options[:filename])
+      rows.each {|row|   manage_row(vtiger_cmd,row,options)
+        #puts "row is: #{row}"
+       
+        }
+        rows=@failed.clone
+        vtiger_cmd =Vtiger::Commands.vtiger_factory(VTIGERAPIHASH)
+        @failed=[]
+        rows.each {|row|   
+          puts "processing failed row is: #{row}"
+          manage_row(vtiger_cmd,row,options)
+          }
+   
+# puts "response is list is #{list.to_yaml} #{finallist.to_yaml}" 
+   puts "[#{Time.now}] FINISHED: sending: #{@count}  error count #{@errors} new count #{@newcount} oldcount #{@oldcount}"
+   puts "Failures count #{@failed.size} are:====== #{@failed.inspect}"

data/lib/vtiger/base.rb

@@ -151,7 +151,7 @@ end
              return finalres, output
         end
         def add_object(object_map,hashv,element)
-          object_map=object_map.merge hashv
+          object_map=hashv.merge object_map  # object map overrides
           # 'tsipid'=>"1234"
           tmp=self.json_please(object_map)
           input_array ={'operation'=>'create','elementType'=>"#{element}",'sessionName'=>"#{self.session_name}", 'element'=>tmp} # removed the true

data/lib/vtiger/commands.rb

@@ -33,6 +33,11 @@ module Vtiger
       puts "in addobject"
       object_map= { 'assigned_user_id'=>"#{self.userid}",'lastname'=>"#{ln}", 'company'=>"#{co}"}
       add_object(object_map,hashv,'Leads')
+    end
+    def addleademail(options,ln,co,email,hashv)
+      puts "in addobject"
+      object_map= { 'assigned_user_id'=>"#{self.userid}",'lastname'=>"#{ln}", 'company'=>"#{co}", 'email'=>"#{email}"}
+      add_object(object_map,hashv,'Leads')
     end
       def add_account(options,accountname,hashv)
         puts "in addobject"
@@ -44,6 +49,7 @@ module Vtiger
         object_map= { 'assigned_user_id'=>"#{self.userid}",'lastname'=>"#{ln}", 'email'=>"#{email}"}
         add_object(object_map,hashv,'Contacts')
       end
+     
     def find_contact_by_email_or_add(options,ln,email,hashv)
       success,id = query_element_by_email(email,"Contacts")
       success,id =add_contact(options,ln,email,hashv) if !success     

data/lib/vtiger/support.rb

@@ -46,6 +46,8 @@ module Vtiger
                                                                                         puts "objectid #{val}"     }
                  opts.on("-q","--query VAL", String) {|val|  temp_hash[:query ] = val 
                                                                                           puts "contact #{val}"     }
+          opts.on("-g","--group VAL", String) {|val|  temp_hash[:group ] = val 
+                                                                      puts "group #{val}"     }                                                                                  
         opts.on("-e","--elementtype VAL", String) {|val|  temp_hash[:element_type ] = val 
                                                                                       puts "elementtype #{val}"     }
           opts.on("-k","--access_key VAL", String) {|val|  temp_hash[:key ] = val 

metadata

@@ -4,9 +4,9 @@ version: !ruby/object:Gem::Version
   prerelease: false
   segments: 
   - 0
-  - 7
   - 8
-  version: 0.7.8
+  - 0
+  version: 0.8.0
 platform: ruby
 authors: 
 - Scott Sproule
@@ -14,7 +14,7 @@ autorequire:
 bindir: bin
 cert_chain: []
 
-date: 2012-05-05 00:00:00 +08:00
+date: 2012-08-06 00:00:00 +08:00
 default_executable: 
 dependencies: []
 
@@ -23,6 +23,7 @@ email: scott.sproule@estormtech.com
 executables: 
 - add_contact.rb
 - add_lead.rb
+- update_lead.rb
 - add_email.rb
 - describe_object.rb
 - list_types.rb
@@ -52,6 +53,7 @@ files:
 - bin/helloworld.rb
 - bin/list_types.rb
 - bin/query.rb
+- bin/update_lead.rb
 - bin/update_stock_inventory.rb
 - bin/yahoo_csv.rb
 - History.txt