Files
odoo_source/addons/iap/models/iap.py
T
fleodoo 1a36d98e5f [ADD] crm_iap_lead_enrich: enrich leads based on email address
PURPOSE

Allow the user to enrich a lead based on the domain of the email address of
the client.

SPECIFICATIONS

Following fields will be populated if found using clearbit and if they are
not yet populated :

* description
* partner_name
* reveal_id
* website
* street, street2, zip, city, country_id, state_id
* phone (using the first number found in clearbit)
* mobile (using the second number found in clearbit, else the same as phone)

A message will also be logged in the chatter.

If no data is found using clearbit no credit is used and a message will be
logged. If the user has no credits he will be redirected to buy credits for
the service.

It is possible to enrich using the 'enrich' action in listview or with a
cron that will run every hour on leads not older than 1 hour.

Add a "Lead Enrichment" setting in CRM installing lead enrichment.

LINKS

Task 193185

closes odoo/odoo#36419

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2019-09-05 15:17:14 +00:00

233 lines
7.9 KiB
Python

# -*- coding: utf-8 -*-
import contextlib
import logging
import json
import uuid
import werkzeug.urls
import requests
from odoo import api, fields, models, exceptions, _
from odoo.tools import pycompat
_logger = logging.getLogger(__name__)
DEFAULT_ENDPOINT = 'https://iap.odoo.com'
#----------------------------------------------------------
# Helpers for both clients and proxy
#----------------------------------------------------------
def get_endpoint(env):
url = env['ir.config_parameter'].sudo().get_param('iap.endpoint', DEFAULT_ENDPOINT)
return url
#----------------------------------------------------------
# Helpers for clients
#----------------------------------------------------------
class InsufficientCreditError(Exception):
pass
class AuthenticationError(Exception):
pass
def jsonrpc(url, method='call', params=None, timeout=15):
"""
Calls the provided JSON-RPC endpoint, unwraps the result and
returns JSON-RPC errors as exceptions.
"""
payload = {
'jsonrpc': '2.0',
'method': method,
'params': params,
'id': uuid.uuid4().hex,
}
_logger.info('iap jsonrpc %s', url)
try:
req = requests.post(url, json=payload, timeout=timeout)
req.raise_for_status()
response = req.json()
if 'error' in response:
name = response['error']['data'].get('name').rpartition('.')[-1]
message = response['error']['data'].get('message')
if name == 'InsufficientCreditError':
e_class = InsufficientCreditError
elif name == 'AccessError':
e_class = exceptions.AccessError
elif name == 'UserError':
e_class = exceptions.UserError
else:
raise requests.exceptions.ConnectionError()
e = e_class(message)
e.data = response['error']['data']
raise e
return response.get('result')
except (ValueError, requests.exceptions.ConnectionError, requests.exceptions.MissingSchema, requests.exceptions.Timeout, requests.exceptions.HTTPError) as e:
raise exceptions.AccessError(
_('The url that this service requested returned an error. Please contact the author of the app. The url it tried to contact was %s') % url
)
#----------------------------------------------------------
# Helpers for proxy
#----------------------------------------------------------
class IapTransaction(object):
def __init__(self):
self.credit = None
def authorize(env, key, account_token, credit, dbuuid=False, description=None, credit_template=None):
endpoint = get_endpoint(env)
params = {
'account_token': account_token,
'credit': credit,
'key': key,
'description': description,
}
if dbuuid:
params.update({'dbuuid': dbuuid})
try:
transaction_token = jsonrpc(endpoint + '/iap/1/authorize', params=params)
except InsufficientCreditError as e:
if credit_template:
arguments = json.loads(e.args[0])
arguments['body'] = pycompat.to_text(env['ir.qweb'].render(credit_template))
e.args = (json.dumps(arguments),)
raise e
return transaction_token
def cancel(env, transaction_token, key):
endpoint = get_endpoint(env)
params = {
'token': transaction_token,
'key': key,
}
r = jsonrpc(endpoint + '/iap/1/cancel', params=params)
return r
def capture(env, transaction_token, key, credit):
endpoint = get_endpoint(env)
params = {
'token': transaction_token,
'key': key,
'credit_to_capture': credit,
}
r = jsonrpc(endpoint + '/iap/1/capture', params=params)
return r
@contextlib.contextmanager
def charge(env, key, account_token, credit, dbuuid=False, description=None, credit_template=None):
"""
Account charge context manager: takes a hold for ``credit``
amount before executing the body, then captures it if there
is no error, or cancels it if the body generates an exception.
:param str key: service identifier
:param str account_token: user identifier
:param int credit: cost of the body's operation
:param description: a description of the purpose of the charge,
the user will be able to see it in their
dashboard
:type description: str
:param credit_template: a QWeb template to render and show to the
user if their account does not have enough
credits for the requested operation
:type credit_template: str
"""
transaction_token = authorize(env, key, account_token, credit, dbuuid, description, credit_template)
try:
transaction = IapTransaction()
transaction.credit = credit
yield transaction
except Exception as e:
r = cancel(env,transaction_token, key)
raise e
else:
r = capture(env,transaction_token, key, transaction.credit)
#----------------------------------------------------------
# Models for client
#----------------------------------------------------------
class IapAccount(models.Model):
_name = 'iap.account'
_rec_name = 'service_name'
_description = 'IAP Account'
service_name = fields.Char()
account_token = fields.Char(default=lambda s: uuid.uuid4().hex)
company_ids = fields.Many2many('res.company')
@api.model
def get(self, service_name, force_create=True):
accounts = self.search([
('service_name', '=', service_name),
'|',
('company_ids', 'in', self.env.companies.ids),
('company_ids','=',False)],
order='id desc')
if not accounts:
if force_create:
account = self.create({'service_name': service_name})
# Since the account did not exist yet, we will encounter a NoCreditError,
# which is going to rollback the database and undo the account creation,
# preventing the process to continue any further.
self.env.cr.commit()
return account
return accounts
accounts_with_company = accounts.filtered(lambda acc: acc.company_ids)
if accounts_with_company:
return accounts_with_company[0]
return accounts[0]
@api.model
def get_credits_url(self, service_name, base_url='', credit=0, trial=False):
dbuuid = self.env['ir.config_parameter'].sudo().get_param('database.uuid')
if not base_url:
endpoint = get_endpoint(self.env)
route = '/iap/1/credit'
base_url = endpoint + route
account_token = self.get(service_name).account_token
d = {
'dbuuid': dbuuid,
'service_name': service_name,
'account_token': account_token,
'credit': credit,
}
if trial:
d.update({'trial': trial})
return '%s?%s' % (base_url, werkzeug.urls.url_encode(d))
@api.model
def get_account_url(self):
route = '/iap/services'
endpoint = get_endpoint(self.env)
d = {'dbuuid': self.env['ir.config_parameter'].sudo().get_param('database.uuid')}
return '%s?%s' % (endpoint + route, werkzeug.urls.url_encode(d))
@api.model
def get_credits(self, service_name):
account = self.get(service_name, force_create=False)
credit = 0
if account:
route = '/iap/1/balance'
endpoint = get_endpoint(self.env)
url = endpoint + route
params = {
'dbuuid': self.env['ir.config_parameter'].sudo().get_param('database.uuid'),
'account_token': account.account_token,
'service_name': service_name,
}
try:
credit = jsonrpc(url=url, params=params)
except Exception as e:
_logger.info('Get credit error : %s', str(e))
credit = -1
return credit