Elyos_FI_Back_Office/crm_opportunite.py

1522 lines
61 KiB
Python

"""
Ce fichier permet de gerer les opportunités CRM
Une opportunité est definie par :
partner_client_id (pas obligatoire)
contact :
civilite
Nom
email
telephone
titre
description
target_revenu
probailite
statut
priorite
commentaire
vendeur
date_fermeture
regle :
Si le client est connu, on remplie le contact avec les données venant du client.
On ne modifie pas les champs contact.
Si le partner_client_id est vide, alors l'utilisateur peut remplir les champs contact.
"""
import bson
import pymongo
from pymongo import MongoClient
import json
from bson import ObjectId
import re
from datetime import datetime
import prj_common as mycommon
import secrets
import inspect
import sys, os
import csv
import pandas as pd
from pymongo import ReturnDocument
import GlobalVariable as MYSY_GV
from math import isnan
import GlobalVariable as MYSY_GV
import ela_index_bdd_classes as eibdd
import email_mgt as email
import jinja2
from flask import send_file
from xhtml2pdf import pisa
from email.message import EmailMessage
from email.mime.text import MIMEText
from email import encoders
import smtplib
from email.mime.multipart import MIMEMultipart
from email.mime.text import MIMEText
from email.mime.base import MIMEBase
from email import encoders
"""
Ajout d'une opportunite
"""
"""
Fonction d'ajout d'une étape (configuration) d'opportunité
"""
def Add_CRM_Opportunite(diction):
try:
diction = mycommon.strip_dictionary(diction)
"""
Verification des input acceptés
"""
field_list = ['token', 'partner_client_id', 'contact_civilite', 'contact_nom', 'contact_email', 'contact_telephone',
'titre', 'description', 'revenu_cible', 'probabilite_gain', 'statut_id', 'priorite', 'commentaire',
'vendeur_id', 'date_fermeture', 'raison_perte', 'raison_gain' ]
incom_keys = diction.keys()
for val in incom_keys:
if val not in field_list and val.startswith('my_') is False:
mycommon.myprint(str(
inspect.stack()[0][3]) + " Le champ '" + val + "' n'est pas autorisé")
return False, " Les informations fournies sont incorrectes"
"""
Verification des champs obligatoires
"""
field_list_obligatoire = ['token', 'contact_civilite', 'contact_nom', 'contact_email', 'contact_telephone',
'titre', ]
for val in field_list_obligatoire:
if val not in diction:
mycommon.myprint(
str(inspect.stack()[0][3]) + " - La valeur '" + val + "' n'est pas presente dans la liste des arguments ")
return False, " Les informations fournies sont incorrectes"
"""
Verification de l'identité et autorisation de l'entité qui
appelle cette API
"""
token = ""
if ("token" in diction.keys()):
if diction['token']:
token = diction['token']
local_status, my_partner = mycommon.Check_Connexion_And_Return_Partner_Data(diction)
if (local_status is not True):
return local_status, my_partner
mydata = {}
mydata = diction
del mydata['token']
# Initialisation des champs non envoyés à vide
for val in field_list:
if val not in diction.keys():
mydata[str(val)] = ""
# Verifier les valeurs de la probabilité de gain
if( "probabilite_gain" in diction.keys() ):
if( str(diction['probabilite_gain']).lower().strip() not in MYSY_GV.CRM_GAIN_PROBABILITE):
mycommon.myprint(str(inspect.stack()[0][3]) + " La probabilité de gain " + str(
diction['probabilite_gain']) + " n'est pas valide. Les valeurs autorisées "+str(MYSY_GV.CRM_GAIN_PROBABILITE))
return False, " La probabilité de gain " + str(
diction['probabilite_gain']) + " n'est pas valide. Les valeurs autorisées "+str(MYSY_GV.CRM_GAIN_PROBABILITE)
mydata['probabilite_gain'] = str(diction['probabilite_gain']).lower().strip()
partner_client_id = ""
if( "partner_client_id" in diction['partner_client_id'] and diction['partner_client_id']):
partner_client_id = diction['partner_client_id']
# Verifier la valididé du client id
is_client_id_valide = MYSY_GV.dbname["partner_client"].count_documents({'_id':ObjectId(str(partner_client_id)),
'valide':'1',
'locked':'0',
'partner_recid':str(my_partner['recid'])})
if( is_client_id_valide != 1):
mycommon.myprint(
str(inspect.stack()[0][3]) + " L'identifiant du client_id est invalide ")
return False, " L'identifiant du client_id est invalide "
# Verifier la validié de l'adress contact_email
if( "contact_email" in diction.keys() and diction['contact_email']):
if (mycommon.isEmailValide(str(diction['contact_email'])) is False ):
mycommon.myprint(str(inspect.stack()[0][3]) + " L'adresse email " + str(diction['contact_email']) + " n'est pas valide")
return False, " L'adresse email " + str(diction['contact_email']) + " n'est pas valide "
# Verifier la valide du vendeur_id
if( "vendeur_id" in diction.keys() and diction['vendeur_id']):
is_vendeur_id_valide = MYSY_GV.dbname['ressource_humaine'].count_documents({'_id':ObjectId(str(diction['vendeur_id'])),
'partner_recid':str(my_partner['recid']),
'valide':'1',
'locked':'0'})
if( is_vendeur_id_valide != 1 ):
mycommon.myprint(
str(inspect.stack()[0][3]) + " L'identifiant du vendeur_id est invalide ")
return False, " L'identifiant du vendeur_id est invalide "
mydata['date_update'] = str(datetime.now())
mydata['update_by'] = str(my_partner['_id'])
mydata['created_by'] = str(my_partner['_id'])
mydata['partner_owner_recid'] = str(my_partner['recid'])
mydata['valide'] = "1"
mydata['locked'] = "0"
opp_inserted_id = MYSY_GV.dbname['crm_opportunite'].insert_one(mydata).inserted_id
if (not opp_inserted_id):
mycommon.myprint(" Impossible de créer l'opportunité (2) ")
return False, " Impossible de créer l'opportunité (2) "
#------------------
"""
Recuperer le modèle de document
"""
local_diction = {}
local_diction['ref_interne'] = "CRM_OPPORTUNITE_CHANGE_NOTIF"
local_diction['type_doc'] = "email"
local_diction['partner_owner_recid'] = str(my_partner['recid'])
courrier_data_status, courrier_data_retval = mycommon.Get_Courrier_Template_Include_Default_Data(local_diction)
if (courrier_data_status is False):
return courrier_data_status, courrier_data_retval
if ("contenu_doc" not in courrier_data_retval.keys() or str(courrier_data_retval['contenu_doc']) == ""):
mycommon.myprint(
str(inspect.stack()[0][
3]) + " Le modèle de courrier 'CRM_OPPORTUNITE_CHANGE_NOTIF' n'est pas correctement configuré ")
return False, " Le modèle de courrier 'CRM_OPPORTUNITE_CHANGE_NOTIF' n'est pas correctement configuré "
# Recuperation des donnes smtp
local_stpm_status, partner_SMTP_COUNT_smtpsrv, partner_own_smtp_value, partner_SMTP_COUNT_password, partner_SMTP_COUNT_user, partner_SMTP_COUNT_From_User, partner_SMTP_COUNT_port = mycommon.Get_Partner_SMTP_Param(
my_partner['recid'])
if (local_stpm_status is False):
return local_stpm_status, partner_own_smtp_value
convention_dictionnary_data = {}
new_diction = {}
new_diction['token'] = str(token)
new_diction['list_stagiaire_id'] = []
new_diction['list_session_id'] = []
new_diction['list_class_id'] = []
new_diction['list_client_id'] = []
local_status, local_retval = mycommon.Get_Dictionnary_data_For_Template(new_diction)
if (local_status is False):
return local_status, local_retval
new_status_id_data = MYSY_GV.dbname['base_partner_opportunite_step'].find_one(
{'_id': ObjectId(str(diction['statut_id'])),
'valide': '1',
'locked': '0',
}, {'description': 1, 'gagne': 1})
#print(" #### new_status_id_data = ", new_status_id_data)
new_status_label = ""
if (new_status_id_data and "description" in new_status_id_data.keys()):
new_status_label = new_status_id_data['description']
new_status_is_gagne = "0"
if (new_status_id_data and "gagne" in new_status_id_data.keys()):
new_status_is_gagne = new_status_id_data['gagne']
crm_opp_data = mydata
crm_opp_data['new_status_label'] = str(new_status_label)
crm_opp_data['new_status_is_gagne'] = str(new_status_is_gagne)
dictionnary_data = local_retval
dictionnary_data['mysyurl'] = MYSY_GV.CLIENT_URL_BASE + "Partner/mes_opportunites"
dictionnary_data['crm_opp_data'] = crm_opp_data
body = {
"params": dictionnary_data,
}
"""
Recuperer les donnés du vendeur associé à l'opportunité
"""
email_to = []
if ("vendeur_id" in mydata.keys() and mydata['vendeur_id']):
vendeur_id_data = MYSY_GV.dbname['ressource_humaine'].find_one({'_id': ObjectId(str(mydata['vendeur_id'])),
'valide': '1',
'partner_recid': str(my_partner['recid'])})
if (vendeur_id_data and "email" in vendeur_id_data.keys() and vendeur_id_data[
'email']):
email_to.append(str(vendeur_id_data['email']))
if (vendeur_id_data and "diffusion_mail" in vendeur_id_data.keys() and vendeur_id_data['diffusion_mail']):
email_to.append(str(vendeur_id_data['diffusion_mail']))
if (str(partner_own_smtp_value) == "1"):
smtpserver = smtplib.SMTP(partner_SMTP_COUNT_smtpsrv, partner_SMTP_COUNT_port)
else:
smtpserver = smtplib.SMTP(MYSY_GV.O365_SMTP_COUNT_smtpsrv, MYSY_GV.O365_SMTP_COUNT_port)
smtpserver.ehlo()
smtpserver.starttls()
smtpserver.login(MYSY_GV.O365_SMTP_COUNT_user, MYSY_GV.O365_SMTP_COUNT_password)
# Traitement du sujet du mail
sujet_mail_Template = jinja2.Template(str(courrier_data_retval['sujet']))
sujetHtml = sujet_mail_Template.render(params=body["params"])
# Traitement du corps du mail
contenu_doc_Template = jinja2.Template(str(courrier_data_retval['contenu_doc']))
sourceHtml = contenu_doc_Template.render(params=body["params"])
html_mime = MIMEText(sourceHtml, 'html')
# Creation de l'email à enoyer
msg = MIMEMultipart("alternative")
if (str(partner_own_smtp_value) == "1"):
msg.attach(html_mime)
msg['From'] = partner_SMTP_COUNT_From_User
msg['Bcc'] = 'contact@mysy-training.com'
msg['Subject'] = sujetHtml
toaddrs = ",".join(email_to)
msg['to'] = str(toaddrs)
val = smtpserver.send_message(msg)
print(" Email de notification envoyé " + str(val))
else:
msg.attach(html_mime)
msg['From'] = MYSY_GV.O365_SMTP_COUNT_From_User
msg['Bcc'] = 'contact@mysy-training.com'
msg['Subject'] = sujetHtml
toaddrs = ",".join(email_to)
msg['to'] = str(toaddrs)
val = smtpserver.send_message(msg)
print(" Email de notification envoyé " + str(val))
smtpserver.close()
#------------------
return True, " L'opportunité a été correctement ajoutée "
except Exception as e:
exc_type, exc_obj, exc_tb = sys.exc_info()
mycommon.myprint(str(inspect.stack()[0][3]) + " -" + str(e) + " - Line : " + str(exc_tb.tb_lineno))
return False, " Impossible de créer l'étape "
"""
Fonction de mise à jour d'une opportunité
"""
def Update_CRM_Opportunite(diction):
try:
diction = mycommon.strip_dictionary(diction)
"""
Verification des input acceptés
"""
field_list = ['token', 'partner_client_id', 'contact_civilite', 'contact_nom', 'contact_email', 'contact_telephone',
'titre', 'description', 'revenu_cible', 'probabilite_gain', 'statut_id', 'priorite', 'commentaire',
'vendeur_id', 'date_fermeture', 'opport_id', 'date_fermeture', 'raison_perte', 'raison_gain',]
incom_keys = diction.keys()
for val in incom_keys:
if val not in field_list and val.startswith('my_') is False:
mycommon.myprint(str(
inspect.stack()[0][3]) + " Le champ '" + val + "' n'est pas autorisé")
return False, " Les informations fournies sont incorrectes"
"""
Verification des champs obligatoires
"""
field_list_obligatoire = ['token', 'opport_id']
for val in field_list_obligatoire:
if val not in diction:
mycommon.myprint(
str(inspect.stack()[0][3]) + " - La valeur '" + val + "' n'est pas presente dans la liste des arguments ")
return False, " Les informations fournies sont incorrectes"
"""
Verification de l'identité et autorisation de l'entité qui
appelle cette API
"""
my_token = ""
if ("token" in diction.keys()):
if diction['token']:
my_token = diction['token']
opport_id = ""
if ("opport_id" in diction.keys()):
if diction['opport_id']:
opport_id = diction['opport_id']
local_status, my_partner = mycommon.Check_Connexion_And_Return_Partner_Data(diction)
if (local_status is not True):
return local_status, my_partner
# Verifier que l'opportunité existe et est valide
is_valide_opport = MYSY_GV.dbname['crm_opportunite'].count_documents({'_id':ObjectId(str(opport_id)),
'valide':'1',
'locked':'0',
'partner_owner_recid':str(my_partner['recid'])})
if( is_valide_opport != 1):
mycommon.myprint(
str(inspect.stack()[0][3]) + " L'identifiant de l'opportunité est invalide ")
return False, " L'identifiant de l'opportunité client_id est invalide "
crm_opport_old_data = MYSY_GV.dbname['crm_opportunite'].find_one({'_id': ObjectId(str(opport_id)),
'valide': '1',
'locked': '0',
'partner_owner_recid': str(
my_partner['recid'])})
mydata = {}
mydata = diction
del mydata['token']
del mydata['opport_id']
# Verifier les valeurs de la probabilité de gain
if ("probabilite_gain" in diction.keys()):
if (str(diction['probabilite_gain']).lower().strip() not in MYSY_GV.CRM_GAIN_PROBABILITE):
mycommon.myprint(str(inspect.stack()[0][3]) + " La probabilité de gain " + str(
diction['probabilite_gain']) + " n'est pas valide. Les valeurs autorisées " + str(
MYSY_GV.CRM_GAIN_PROBABILITE))
return False, " La probabilité de gain " + str(
diction['probabilite_gain']) + " n'est pas valide. Les valeurs autorisées " + str(
MYSY_GV.CRM_GAIN_PROBABILITE)
mydata['probabilite_gain'] = str(diction['probabilite_gain']).lower().strip()
partner_client_id = ""
if( "partner_client_id" in diction.keys() and diction['partner_client_id']):
partner_client_id = diction['partner_client_id']
# Verifier la valididé du client id
is_client_id_valide = MYSY_GV.dbname["partner_client"].count_documents({'_id':ObjectId(str(partner_client_id)),
'valide':'1',
'locked':'0',
'partner_recid':str(my_partner['recid'])})
if( is_client_id_valide != 1):
mycommon.myprint(
str(inspect.stack()[0][3]) + " L'identifiant du client_id est invalide ")
return False, " L'identifiant du client_id est invalide "
# Verifier la validié de l'adress contact_email
if ("contact_email" in diction.keys() and diction['contact_email']):
if( "contact_email" in diction.keys() ):
if (mycommon.isEmailValide(str(diction['contact_email'])) is False ):
mycommon.myprint(str(inspect.stack()[0][3]) + " L'adresse email " + str(diction['contact_email']) + " n'est pas valide")
return False, " L'adresse email " + str(diction['contact_email']) + " n'est pas valide "
# Verifier la valide du vendeur_id
if( "vendeur_id" in diction.keys() and diction['vendeur_id']):
is_vendeur_id_valide = MYSY_GV.dbname['ressource_humaine'].count_documents({'_id':ObjectId(str(diction['vendeur_id'])),
'partner_recid':str(my_partner['recid']),
'valide':'1',
'locked':'0'})
if( is_vendeur_id_valide != 1 ):
mycommon.myprint(
str(inspect.stack()[0][3]) + " L'identifiant du vendeur_id est invalide ")
return False, " L'identifiant du vendeur_id est invalide "
mydata['date_update'] = str(datetime.now())
mydata['update_by'] = str(my_partner['_id'])
result = MYSY_GV.dbname['crm_opportunite'].find_one_and_update(
{'_id':ObjectId(str(opport_id)),
'partner_owner_recid':str(my_partner['recid'])},
{"$set": mydata},
upsert=False,
return_document=ReturnDocument.AFTER
)
if ("_id" not in result.keys()):
mycommon.myprint(
" Impossible de mettre à jour l'opportunité (2) ")
return False, " Impossible de mettre à jour l'opportunité (2) "
"""
Si le statut de l'opportunité à changé alors declenché une notification
a la liste de difusion du Vendeur (vendeur_id) et vers la personne qui a créé l'opportunité
"""
old_status_id = ""
new_status_id = ""
if( "statut_id" in diction.keys() ):
new_status_id = diction['statut_id']
if( "statut_id" in crm_opport_old_data.keys() ):
old_status_id = crm_opport_old_data['statut_id']
if( old_status_id != new_status_id ):
"""
Recuperer le modèle de document
"""
local_diction = {}
local_diction['ref_interne'] = "CRM_OPPORTUNITE_CHANGE_NOTIF"
local_diction['type_doc'] = "email"
local_diction['partner_owner_recid'] = str(my_partner['recid'])
courrier_data_status, courrier_data_retval = mycommon.Get_Courrier_Template_Include_Default_Data(local_diction)
if (courrier_data_status is False):
return courrier_data_status, courrier_data_retval
if ("contenu_doc" not in courrier_data_retval.keys() or str(courrier_data_retval['contenu_doc']) == ""):
mycommon.myprint(
str(inspect.stack()[0][
3]) + " Le modèle de courrier 'CRM_OPPORTUNITE_CHANGE_NOTIF' n'est pas correctement configuré ")
return False, " Le modèle de courrier 'CRM_OPPORTUNITE_CHANGE_NOTIF' n'est pas correctement configuré "
# Recuperation des donnes smtp
local_stpm_status, partner_SMTP_COUNT_smtpsrv, partner_own_smtp_value, partner_SMTP_COUNT_password, partner_SMTP_COUNT_user, partner_SMTP_COUNT_From_User, partner_SMTP_COUNT_port = mycommon.Get_Partner_SMTP_Param(
my_partner['recid'])
if (local_stpm_status is False):
return local_stpm_status, partner_own_smtp_value
convention_dictionnary_data = {}
new_diction = {}
new_diction['token'] = str(my_token)
new_diction['list_stagiaire_id'] = []
new_diction['list_session_id'] = []
new_diction['list_class_id'] = []
new_diction['list_client_id'] = []
local_status, local_retval = mycommon.Get_Dictionnary_data_For_Template(new_diction)
if (local_status is False):
return local_status, local_retval
new_status_id_data = MYSY_GV.dbname['base_partner_opportunite_step'].find_one({'_id':ObjectId(str(new_status_id)),
'valide':'1',
'locked':'0',
}, {'description':1, 'gagne':1})
print(" #### new_status_id_data = ", new_status_id_data)
new_status_label = ""
if( new_status_id_data and "description" in new_status_id_data.keys() ):
new_status_label = new_status_id_data['description']
new_status_is_gagne = "0"
if( new_status_id_data and "gagne" in new_status_id_data.keys() ):
new_status_is_gagne = new_status_id_data['gagne']
crm_opp_data = result
crm_opp_data['new_status_label'] = str(new_status_label)
crm_opp_data['new_status_is_gagne'] = str(new_status_is_gagne)
print(" #### crm_opp_data = ", crm_opp_data)
dictionnary_data = local_retval
dictionnary_data['mysyurl'] = MYSY_GV.CLIENT_URL_BASE+"Partner/mes_opportunites"
dictionnary_data['crm_opp_data'] = crm_opp_data
body = {
"params": dictionnary_data,
}
"""
Recuperer les donnés du vendeur associé à l'opportunité
"""
email_to = []
if( "vendeur_id" in result.keys() and result['vendeur_id']):
vendeur_id_data = MYSY_GV.dbname['ressource_humaine'].find_one({'_id':ObjectId(str(result['vendeur_id'])),
'valide':'1',
'partner_recid':str(my_partner['recid'])})
if (vendeur_id_data and "email" in vendeur_id_data.keys() and vendeur_id_data[
'email']):
email_to.append(str(vendeur_id_data['email']))
if( vendeur_id_data and "diffusion_mail" in vendeur_id_data.keys() and vendeur_id_data['diffusion_mail']):
email_to.append(str(vendeur_id_data['diffusion_mail']))
if (str(partner_own_smtp_value) == "1"):
smtpserver = smtplib.SMTP(partner_SMTP_COUNT_smtpsrv, partner_SMTP_COUNT_port)
else:
smtpserver = smtplib.SMTP(MYSY_GV.O365_SMTP_COUNT_smtpsrv, MYSY_GV.O365_SMTP_COUNT_port)
smtpserver.ehlo()
smtpserver.starttls()
smtpserver.login(MYSY_GV.O365_SMTP_COUNT_user, MYSY_GV.O365_SMTP_COUNT_password)
# Traitement du sujet du mail
sujet_mail_Template = jinja2.Template(str(courrier_data_retval['sujet']))
sujetHtml = sujet_mail_Template.render(params=body["params"])
# Traitement du corps du mail
contenu_doc_Template = jinja2.Template(str(courrier_data_retval['contenu_doc']))
sourceHtml = contenu_doc_Template.render(params=body["params"])
html_mime = MIMEText(sourceHtml, 'html')
# Creation de l'email à enoyer
msg = MIMEMultipart("alternative")
if (str(partner_own_smtp_value) == "1"):
msg.attach(html_mime)
msg['From'] = partner_SMTP_COUNT_From_User
msg['Bcc'] = 'contact@mysy-training.com'
msg['Subject'] = sujetHtml
toaddrs = ",".join(email_to)
msg['to'] = str(toaddrs)
val = smtpserver.send_message(msg)
print(" Email de notification envoyé " + str(val))
else:
msg.attach(html_mime)
msg['From'] = MYSY_GV.O365_SMTP_COUNT_From_User
msg['Bcc'] = 'contact@mysy-training.com'
msg['Subject'] = sujetHtml
toaddrs = ",".join(email_to)
msg['to'] = str(toaddrs)
val = smtpserver.send_message(msg)
print(" Email de notification envoyé " + str(val))
smtpserver.close()
return True, " L'opportunité a été correctement mise à jour "
except Exception as e:
exc_type, exc_obj, exc_tb = sys.exc_info()
mycommon.myprint(str(inspect.stack()[0][3]) + " -" + str(e) + " - Line : " + str(exc_tb.tb_lineno))
return False, " Impossible de mettre à jour l'opportunité "
"""
Recuperer la liste des opportunités d'un partenaire, avec des filtres
"""
def Get_List_CRM_Opportunite_with_filter(diction):
try:
diction = mycommon.strip_dictionary(diction)
"""
Verification des input acceptés
"""
field_list = ['token', 'vendeur_id', 'revenu_cible_superieur', 'revenu_cible_inferieur','date_fermeture_avant',
'date_fermeture_apres', 'partner_client_nom', 'titre']
incom_keys = diction.keys()
for val in incom_keys:
if val not in field_list and val.startswith('my_') is False:
mycommon.myprint(str(
inspect.stack()[0][3]) + " Le champ '" + val + "' n'est pas autorisé")
return False, " Les informations fournies sont incorrectes"
"""
Verification des champs obligatoires
"""
field_list_obligatoire = ['token',]
for val in field_list_obligatoire:
if val not in diction:
mycommon.myprint(
str(inspect.stack()[0][3]) + " - La valeur '" + val + "' n'est pas presente dans la liste des arguments ")
return False, " Les informations fournies sont incorrectes"
"""
Verification de l'identité et autorisation de l'entité qui
appelle cette API
"""
token = ""
if ("token" in diction.keys()):
if diction['token']:
token = diction['token']
local_status, my_partner = mycommon.Check_Connexion_And_Return_Partner_Data(diction)
if (local_status is not True):
return local_status, my_partner
filt_titre = {}
if ("titre" in diction.keys()):
filt_titre = {'titre': {'$regex': str(diction['titre']), "$options": "i"}}
filt_vendeur_id = {}
if ("vendeur_id" in diction.keys()):
filt_vendeur_id = {'vendeur_id': str(diction['vendeur_id'])}
# Recuperer les client dont le nom contient 'partner_client_nom'
filt_partner_client_id = {}
list_client_id = []
if ("partner_client_nom" in diction.keys() and diction['partner_client_nom']):
qry_sub_filter_client = {'nom': {'$regex': str(diction['partner_client_nom']), "$options": "i"},
'partner_recid':my_partner['recid'], 'valide':'1', 'locked':'0'}
for tmp_val in MYSY_GV.dbname['partner_client'].find(qry_sub_filter_client):
list_client_id.append(str(tmp_val['_id']))
filt_partner_client_id = { 'partner_client_id': { '$in': list_client_id } }
filt_revenu_cible_superieur = {}
if ("revenu_cible_superieur" in diction.keys() and diction['revenu_cible_superieur']):
val_revenu_cible_superieur = diction['revenu_cible_superieur']
local_status, local_val = mycommon.IsFloat(val_revenu_cible_superieur)
if( local_status is False) :
mycommon.myprint(
str(inspect.stack()[0][
3]) + " Le revenu cible superieur " + str(
val) + " n'est pas valide ")
return False, " Le revenu cible superieur " + str(
val) + " n'est pas valide "
filt_revenu_cible_superieur = { '$expr': { '$gte': [{ '$toDouble': '$revenu_cible'}, local_val]}}
filt_revenu_cible_inferieur = {}
if ("revenu_cible_inferieur" in diction.keys() and diction['revenu_cible_inferieur']):
val_revenu_cible_inferieur = diction['revenu_cible_inferieur']
local_status, local_val = mycommon.IsFloat(val_revenu_cible_inferieur)
if (local_status is False):
mycommon.myprint(
str(inspect.stack()[0][
3]) + " Le revenu cible superieur " + str(
val) + " n'est pas valide ")
return False, " Le revenu cible superieur " + str(
val) + " n'est pas valide "
filt_revenu_cible_inferieur = { '$expr': { '$lte': [{ '$toDouble': '$revenu_cible'}, local_val]}}
filter_date_fermeture_avant = {}
if ("date_fermeture_avant" in diction.keys()):
if diction['date_fermeture_avant']:
filter_date_fermeture_avant = str(diction['date_fermeture_avant'])[0:10]
local_status = mycommon.CheckisDate(filter_date_fermeture_avant)
if (local_status is False):
mycommon.myprint(
str(inspect.stack()[0][
3]) + " La date de fermeture " + str(filter_date_fermeture_avant) + " n'est pas au format 'jj/mm/aaaa' ")
return False, " La date de fermeture " + str(filter_date_fermeture_avant) + " n'est pas au format 'jj/mm/aaaa'"
filter_date_fermeture_apres = {}
if ("date_fermeture_apres" in diction.keys()):
if diction['date_fermeture_apres']:
filter_date_fermeture_apres = str(diction['date_fermeture_apres'])[0:10]
local_status = mycommon.CheckisDate(filter_date_fermeture_apres)
if (local_status is False):
mycommon.myprint(
str(inspect.stack()[0][
3]) + " La date de fermeture " + str(
filter_date_fermeture_apres) + " n'est pas au format 'jj/mm/aaaa' ")
return False, " La date de fermeture " + str(
filter_date_fermeture_apres) + " n'est pas au format 'jj/mm/aaaa'"
RetObject = []
val_tmp = 0
qry = {"partner_owner_recid":str(my_partner['recid']), 'valide':'1', 'locked':'0'}
query_with_filter = {'$and': [qry, filt_titre, filt_vendeur_id, filt_revenu_cible_superieur,
filt_revenu_cible_inferieur, filt_partner_client_id, filt_partner_client_id ]}
print(" #### query_with_filter ttt = ", query_with_filter)
for New_retVal in MYSY_GV.dbname['crm_opportunite'].find(query_with_filter).sort([("_id", pymongo.DESCENDING), ]):
user = New_retVal
user['id'] = str(val_tmp)
val_tmp = val_tmp + 1
""" Recuperer les données du statut """
statut = ""
if ('statut_id' in New_retVal.keys()):
statut_data = MYSY_GV.dbname['base_partner_opportunite_step'].find_one(
{'partner_owner_recid': my_partner['recid'],
'valide': '1',
'locked': '0',
'_id': ObjectId(str(New_retVal['statut_id']))})
if (statut_data and 'code' in statut_data.keys()):
statut = statut_data['code']
user['statut'] = statut
client_nom = ""
if ("partner_client_id" in New_retVal.keys() and New_retVal['partner_client_id']):
partner_client_data = MYSY_GV.dbname['partner_client'].find_one(
{'_id': ObjectId(str(New_retVal['partner_client_id'])), 'valide': '1', 'locked': '0',
'partner_recid': str(my_partner['recid'])})
if ("nom" in partner_client_data.keys()):
client_nom = partner_client_data['nom']
user['client_nom'] = client_nom
vendeur_nom = ""
vendeur_prenom = ""
if( "vendeur_id" in New_retVal.keys() and New_retVal['vendeur_id']):
Employee_data = MYSY_GV.dbname['ressource_humaine'].find_one(
{'_id': ObjectId(str(New_retVal['vendeur_id'])), 'valide': '1', 'locked': '0',
'partner_recid': str(my_partner['recid'])})
if( "nom" in Employee_data.keys()):
vendeur_nom = Employee_data['nom']
if ("prenom" in Employee_data.keys()):
vendeur_prenom = Employee_data['prenom']
user['vendeur_nom_prenom'] = vendeur_nom+" "+vendeur_prenom
if( "partner_client_id" not in New_retVal.keys() ):
user['partner_client_id'] = ""
if ("contact_civilite" not in New_retVal.keys()):
user['contact_civilite'] = ""
if ("contact_nom" not in New_retVal.keys()):
user['contact_nom'] = ""
if ("contact_email" not in New_retVal.keys()):
user['contact_email'] = ""
if ("contact_telephone" not in New_retVal.keys()):
user['contact_telephone'] = ""
if ("titre" not in New_retVal.keys()):
user['titre'] = ""
if ("description" not in New_retVal.keys()):
user['description'] = ""
if ("revenu_cible" not in New_retVal.keys()):
user['revenu_cible'] = ""
if ("probabilite_gain" not in New_retVal.keys()):
user['probabilite_gain'] = ""
New_retVal_date_fermeture = datetime.strptime(str(New_retVal['date_fermeture'])[0:10], '%d/%m/%Y').strftime("%d/%m/%Y")
if (filter_date_fermeture_avant and filter_date_fermeture_apres):
if (datetime.strptime(str(New_retVal_date_fermeture)[0:10], '%d/%m/%Y') <= datetime.strptime(str(filter_date_fermeture_avant)[0:10], '%d/%m/%Y') and
datetime.strptime(str(New_retVal_date_fermeture)[0:10], '%d/%m/%Y') >= datetime.strptime(
str(filter_date_fermeture_apres)[0:10], '%d/%m/%Y')
):
RetObject.append(mycommon.JSONEncoder().encode(user))
elif (filter_date_fermeture_avant):
if ( datetime.strptime(str(New_retVal_date_fermeture)[0:10], '%d/%m/%Y') <= datetime.strptime(str(filter_date_fermeture_avant)[0:10], '%d/%m/%Y')):
RetObject.append(mycommon.JSONEncoder().encode(user))
elif (filter_date_fermeture_apres):
if ( datetime.strptime(str(New_retVal_date_fermeture)[0:10], '%d/%m/%Y') >= datetime.strptime(str(filter_date_fermeture_apres)[0:10], '%d/%m/%Y')):
RetObject.append(mycommon.JSONEncoder().encode(user))
else:
RetObject.append(mycommon.JSONEncoder().encode(user))
return True, RetObject
except Exception as e:
exc_type, exc_obj, exc_tb = sys.exc_info()
mycommon.myprint(str(inspect.stack()[0][3]) + " -" + str(e) + " - Line : " + str(exc_tb.tb_lineno))
return False, " Impossible de récupérer la liste des opportunités "
"""
Recuperer la liste des opportunités d'un partenaire, sans filtres
"""
def Get_List_CRM_Opportunite_no_filter(diction):
try:
diction = mycommon.strip_dictionary(diction)
"""
Verification des input acceptés
"""
field_list = ['token' ]
incom_keys = diction.keys()
for val in incom_keys:
if val not in field_list and val.startswith('my_') is False:
mycommon.myprint(str(
inspect.stack()[0][3]) + " Le champ '" + val + "' n'est pas autorisé")
return False, " Les informations fournies sont incorrectes"
"""
Verification des champs obligatoires
"""
field_list_obligatoire = ['token',]
for val in field_list_obligatoire:
if val not in diction:
mycommon.myprint(
str(inspect.stack()[0][3]) + " - La valeur '" + val + "' n'est pas presente dans la liste des arguments ")
return False, " Les informations fournies sont incorrectes"
"""
Verification de l'identité et autorisation de l'entité qui
appelle cette API
"""
token = ""
if ("token" in diction.keys()):
if diction['token']:
token = diction['token']
local_status, my_partner = mycommon.Check_Connexion_And_Return_Partner_Data(diction)
if (local_status is not True):
return local_status, my_partner
RetObject = []
val_tmp = 0
qry = {"partner_owner_recid":str(my_partner['recid']), 'valide':'1', 'locked':'0'}
for New_retVal in MYSY_GV.dbname['crm_opportunite'].find(qry).sort([("_id", pymongo.DESCENDING), ]):
user = New_retVal
user['id'] = str(val_tmp)
val_tmp = val_tmp + 1
""" Recuperer les données du statut """
statut = ""
if( 'statut_id' in New_retVal.keys() ):
statut_data = MYSY_GV.dbname['base_partner_opportunite_step'].find_one({'partner_owner_recid':my_partner['recid'],
'valide':'1',
'locked':'0',
'_id':ObjectId(str(New_retVal['statut_id']))})
if( statut_data and 'code' in statut_data.keys()):
statut = statut_data['code']
user['statut'] = statut
client_nom = ""
if ("partner_client_id" in New_retVal.keys() and New_retVal['partner_client_id']):
partner_client_data = MYSY_GV.dbname['partner_client'].find_one(
{'_id': ObjectId(str(New_retVal['partner_client_id'])), 'valide': '1', 'locked': '0',
'partner_recid': str(my_partner['recid'])})
if ("nom" in partner_client_data.keys()):
client_nom = partner_client_data['nom']
user['client_nom'] = client_nom
vendeur_nom = ""
vendeur_prenom = ""
if( "vendeur_id" in New_retVal.keys() and New_retVal['vendeur_id']):
Employee_data = MYSY_GV.dbname['ressource_humaine'].find_one(
{'_id': ObjectId(str(New_retVal['vendeur_id'])), 'valide': '1', 'locked': '0',
'partner_recid': str(my_partner['recid'])})
if( "nom" in Employee_data.keys()):
vendeur_nom = Employee_data['nom']
if ("prenom" in Employee_data.keys()):
vendeur_prenom = Employee_data['prenom']
user['vendeur_nom_prenom'] = vendeur_nom+" "+vendeur_prenom
if ("partner_client_id" not in New_retVal.keys()):
user['partner_client_id'] = ""
if ("contact_civilite" not in New_retVal.keys()):
user['contact_civilite'] = ""
if ("contact_nom" not in New_retVal.keys()):
user['contact_nom'] = ""
if ("contact_email" not in New_retVal.keys()):
user['contact_email'] = ""
if ("contact_telephone" not in New_retVal.keys()):
user['contact_telephone'] = ""
if ("titre" not in New_retVal.keys()):
user['titre'] = ""
if ("description" not in New_retVal.keys()):
user['description'] = ""
if ("revenu_cible" not in New_retVal.keys()):
user['revenu_cible'] = ""
if ("probabilite_gain" not in New_retVal.keys()):
user['probabilite_gain'] = ""
RetObject.append(mycommon.JSONEncoder().encode(user))
return True, RetObject
except Exception as e:
exc_type, exc_obj, exc_tb = sys.exc_info()
mycommon.myprint(str(inspect.stack()[0][3]) + " -" + str(e) + " - Line : " + str(exc_tb.tb_lineno))
return False, " Impossible de récupérer la liste des opportunités "
"""
Recuperer données d'une opportunité données
"""
def Get_Given_CRM_Opportunite(diction):
try:
diction = mycommon.strip_dictionary(diction)
"""
Verification des input acceptés
"""
field_list = ['token', 'opport_id', ]
incom_keys = diction.keys()
for val in incom_keys:
if val not in field_list and val.startswith('my_') is False:
mycommon.myprint(str(
inspect.stack()[0][3]) + " Le champ '" + val + "' n'est pas autorisé")
return False, " Les informations fournies sont incorrectes"
"""
Verification des champs obligatoires
"""
field_list_obligatoire = ['token', 'opport_id', ]
for val in field_list_obligatoire:
if val not in diction:
mycommon.myprint(
str(inspect.stack()[0][3]) + " - La valeur '" + val + "' n'est pas presente dans la liste des arguments ")
return False, " Les informations fournies sont incorrectes"
"""
Verification de l'identité et autorisation de l'entité qui
appelle cette API
"""
token = ""
if ("token" in diction.keys()):
if diction['token']:
token = diction['token']
local_status, my_partner = mycommon.Check_Connexion_And_Return_Partner_Data(diction)
if (local_status is not True):
return local_status, my_partner
RetObject = []
val_tmp = 0
qry = {"partner_owner_recid":str(my_partner['recid']), 'valide':'1', 'locked':'0', '_id':ObjectId(str(diction['opport_id']))}
for New_retVal in MYSY_GV.dbname['crm_opportunite'].find(qry).sort([("_id", pymongo.DESCENDING), ]):
user = New_retVal
user['id'] = str(val_tmp)
val_tmp = val_tmp + 1
""" Recuperer les données du statut """
statut = ""
is_gagne = ""
if ('statut_id' in New_retVal.keys()):
statut_data = MYSY_GV.dbname['base_partner_opportunite_step'].find_one(
{'partner_owner_recid': my_partner['recid'],
'valide': '1',
'locked': '0',
'_id': ObjectId(str(New_retVal['statut_id']))})
if (statut_data and 'code' in statut_data.keys()):
statut = statut_data['code']
if (statut_data and 'gagne' in statut_data.keys()):
is_gagne = statut_data['gagne']
user['statut'] = statut
user['is_gagne'] = is_gagne
client_nom = ""
if ("partner_client_id" in New_retVal.keys() and New_retVal['partner_client_id']):
partner_client_data = MYSY_GV.dbname['partner_client'].find_one(
{'_id': ObjectId(str(New_retVal['partner_client_id'])), 'valide': '1', 'locked': '0',
'partner_recid': str(my_partner['recid'])})
if ("nom" in partner_client_data.keys()):
client_nom = partner_client_data['nom']
user['client_nom'] = client_nom
vendeur_nom = ""
vendeur_prenom = ""
if( "vendeur_id" in New_retVal.keys() and New_retVal['vendeur_id']):
Employee_data = MYSY_GV.dbname['ressource_humaine'].find_one(
{'_id': ObjectId(str(New_retVal['vendeur_id'])), 'valide': '1', 'locked': '0',
'partner_recid': str(my_partner['recid'])})
if( "nom" in Employee_data.keys()):
vendeur_nom = Employee_data['nom']
if ("prenom" in Employee_data.keys()):
vendeur_prenom = Employee_data['prenom']
user['vendeur_nom_prenom'] = vendeur_nom+" "+vendeur_prenom
if ("partner_client_id" not in New_retVal.keys()):
user['partner_client_id'] = ""
if ("contact_civilite" not in New_retVal.keys()):
user['contact_civilite'] = ""
if ("contact_nom" not in New_retVal.keys()):
user['contact_nom'] = ""
if ("contact_email" not in New_retVal.keys()):
user['contact_email'] = ""
if ("contact_telephone" not in New_retVal.keys()):
user['contact_telephone'] = ""
if ("titre" not in New_retVal.keys()):
user['titre'] = ""
if ("description" not in New_retVal.keys()):
user['description'] = ""
if ("revenu_cible" not in New_retVal.keys()):
user['revenu_cible'] = ""
if ("probabilite_gain" not in New_retVal.keys()):
user['probabilite_gain'] = ""
RetObject.append(mycommon.JSONEncoder().encode(user))
return True, RetObject
except Exception as e:
exc_type, exc_obj, exc_tb = sys.exc_info()
mycommon.myprint(str(inspect.stack()[0][3]) + " -" + str(e) + " - Line : " + str(exc_tb.tb_lineno))
return False, " Impossible de récupérer les données de opportunité "
"""
Suppression d'un opportunité
"""
def Delete_Given_CRM_Opportunite(diction):
try:
diction = mycommon.strip_dictionary(diction)
"""
Verification des input acceptés
"""
field_list = ['token', 'opport_id', ]
incom_keys = diction.keys()
for val in incom_keys:
if val not in field_list and val.startswith('my_') is False:
mycommon.myprint(str(
inspect.stack()[0][3]) + " Le champ '" + val + "' n'est pas autorisé")
return False, " Les informations fournies sont incorrectes"
"""
Verification des champs obligatoires
"""
field_list_obligatoire = ['token', 'opport_id', ]
for val in field_list_obligatoire:
if val not in diction:
mycommon.myprint(
str(inspect.stack()[0][3]) + " - La valeur '" + val + "' n'est pas presente dans la liste des arguments ")
return False, " Les informations fournies sont incorrectes"
"""
Verification de l'identité et autorisation de l'entité qui
appelle cette API
"""
token = ""
if ("token" in diction.keys()):
if diction['token']:
token = diction['token']
local_status, my_partner = mycommon.Check_Connexion_And_Return_Partner_Data(diction)
if (local_status is not True):
return local_status, my_partner
# Verifier l'existance de l'opportunité
is_opportunit_valide = MYSY_GV.dbname['crm_opportunite'].count_documents({'_id':ObjectId(str(diction['opport_id'])),
'partner_owner_recid':str(my_partner['recid'])})
if (is_opportunit_valide != 1):
mycommon.myprint(
str(inspect.stack()[0][3]) + " L'identifiant de l'opportunité est invalide ")
return False, " L'identifiant de opportunité est invalide "
qry = {'_id':ObjectId(str(diction['opport_id'])), 'partner_owner_recid':str(my_partner['recid'])}
ret_site_formation = MYSY_GV.dbname['crm_opportunite'].delete_many(qry)
return True, "L'opportunité a été correctement supprimée"
except Exception as e:
exc_type, exc_obj, exc_tb = sys.exc_info()
mycommon.myprint(str(inspect.stack()[0][3]) + " -" + str(e) + " - Line : " + str(exc_tb.tb_lineno))
return False, " Impossible de supprimer opportunité "
"""
Fonction d'ajout d'une étape (configuration) d'opportunité
"""
def Add_CRM_Opportunite_Etape(diction):
try:
diction = mycommon.strip_dictionary(diction)
"""
Verification des input acceptés
"""
field_list = ['token', 'code', 'description', 'rang', 'gagne']
incom_keys = diction.keys()
for val in incom_keys:
if val not in field_list and val.startswith('my_') is False:
mycommon.myprint(str(
inspect.stack()[0][3]) + " Le champ '" + val + "' n'est pas autorisé")
return False, " Les informations fournies sont incorrectes"
"""
Verification des champs obligatoires
"""
field_list_obligatoire = ['token', 'code', 'description', 'rang']
for val in field_list_obligatoire:
if val not in diction:
mycommon.myprint(
str(inspect.stack()[0][3]) + " - La valeur '" + val + "' n'est pas presente dans la liste des arguments ")
return False, " Les informations fournies sont incorrectes"
"""
Verification de l'identité et autorisation de l'entité qui
appelle cette API
"""
token = ""
if ("token" in diction.keys()):
if diction['token']:
token = diction['token']
local_status, my_partner = mycommon.Check_Connexion_And_Return_Partner_Data(diction)
if (local_status is not True):
return local_status, my_partner
# Verifier qu'il n'y pas deja un étape avec le meme code
is_opport_existe_etape = MYSY_GV.dbname['base_partner_opportunite_step'].count_documents({"code":str(diction['code']).lower(),
'partner_owner_recid':str(my_partner['recid']),
'valide':'1'})
if( is_opport_existe_etape > 0 ):
mycommon.myprint(
" Il existe déjà une étape avec le code "+str(diction["code"]))
return False, " Il existe déjà une étape avec le code "+str(diction["code"])+" "
new_data = diction
del new_data['token']
new_data['code'] = str(diction['code']).lower()
new_data['date_update'] = str(datetime.now())
new_data['update_by'] = str(my_partner['_id'])
if( "gagne" in diction.keys() and diction['gagne'] in ['0', '1']):
new_data['gagne'] = str(diction['gagne'])
else:
new_data['gagne'] = '0'
new_data['partner_owner_recid'] = str(my_partner['recid'])
new_data['valide'] = "1"
new_data['locked'] = "0"
val = MYSY_GV.dbname['base_partner_opportunite_step'].insert_one(new_data)
if( val is None ):
mycommon.myprint(
" Impossible de créer l'étape (2) ")
return False, " Impossible de créer l'étape (2) "
return True, " L'étape a été correctement créée "
except Exception as e:
exc_type, exc_obj, exc_tb = sys.exc_info()
mycommon.myprint(str(inspect.stack()[0][3]) + " -" + str(e) + " - Line : " + str(exc_tb.tb_lineno))
return False, " Impossible de créer l'étape "
"""
Recuperation de la liste des étapes d'un partenaire
"""
def Get_CRM_List_Opportunite_Etape(diction):
try:
diction = mycommon.strip_dictionary(diction)
"""
Verification des input acceptés
"""
field_list = ['token']
incom_keys = diction.keys()
for val in incom_keys:
if val not in field_list and val.startswith('my_') is False:
mycommon.myprint(str(
inspect.stack()[0][3]) + " Le champ '" + val + "' n'est pas autorisé")
return False, " Les informations fournies sont incorrectes"
"""
Verification des champs obligatoires
"""
field_list_obligatoire = ['token' ]
for val in field_list_obligatoire:
if val not in diction:
mycommon.myprint(
str(inspect.stack()[0][3]) + " - La valeur '" + val + "' n'est pas presente dans la liste des arguments ")
return False, " Les informations fournies sont incorrectes"
"""
Verification de l'identité et autorisation de l'entité qui
appelle cette API
"""
token = ""
if ("token" in diction.keys()):
if diction['token']:
token = diction['token']
local_status, my_partner = mycommon.Check_Connexion_And_Return_Partner_Data(diction)
if (local_status is not True):
return local_status, my_partner
RetObject = []
val_tmp = 0
for retval in MYSY_GV.dbname['base_partner_opportunite_step'].find({
'valide': '1',
'locked': '0',
'partner_owner_recid': str(
my_partner['recid'])}).sort([("rang", pymongo.ASCENDING), ]):
user = retval
user['id'] = str(val_tmp)
if( "gagne" not in user.keys() ):
user['gagne'] = "0"
val_tmp = val_tmp + 1
RetObject.append(mycommon.JSONEncoder().encode(user))
return True, RetObject
except Exception as e:
exc_type, exc_obj, exc_tb = sys.exc_info()
mycommon.myprint(str(inspect.stack()[0][3]) + " -" + str(e) + " - Line : " + str(exc_tb.tb_lineno))
return False, " Impossible de recuperer les étapes des opportunité "
"""
Supprimer une étape d'opportunité.
/!\ Ceci n'est possible que si aucune opportunité n'a cette étape
"""
def Delete_CRM_List_Opportunite_Etape(diction):
try:
diction = mycommon.strip_dictionary(diction)
"""
Verification des input acceptés
"""
field_list = ['token', '_id']
incom_keys = diction.keys()
for val in incom_keys:
if val not in field_list and val.startswith('my_') is False:
mycommon.myprint(str(
inspect.stack()[0][3]) + " Le champ '" + val + "' n'est pas autorisé")
return False, " Les informations fournies sont incorrectes"
"""
Verification des champs obligatoires
"""
field_list_obligatoire = ['token', '_id' ]
for val in field_list_obligatoire:
if val not in diction:
mycommon.myprint(
str(inspect.stack()[0][3]) + " - La valeur '" + val + "' n'est pas presente dans la liste des arguments ")
return False, " Les informations fournies sont incorrectes"
"""
Verification de l'identité et autorisation de l'entité qui
appelle cette API
"""
token = ""
if ("token" in diction.keys()):
if diction['token']:
token = diction['token']
local_status, my_partner = mycommon.Check_Connexion_And_Return_Partner_Data(diction)
if (local_status is not True):
return local_status, my_partner
RetObject = []
val_tmp = 0
"""
Verifier que cette étape n'est utilisé par aucune opportunité
"""
is_etape_used = MYSY_GV.dbname['crm_opportunite'].count_documents({"partner_owner_recid":str(my_partner['recid']),
'valide':'1',
'statut_id':diction['_id']})
if( is_etape_used > 0 ):
mycommon.myprint(
str(inspect.stack()[0][3]) + " Cette étape est actuellement utilisée par "+str(is_etape_used)+" opportunités")
return False, " Cette étape est actuellement utilisée par "+str(is_etape_used)+" opportunités "
# Supression à faire
MYSY_GV.dbname['base_partner_opportunite_step'].delete_one(
{"partner_owner_recid": str(my_partner['recid']),
'_id': ObjectId(str(diction['_id']))})
return True, " L'étape a été correctement supprimée"
except Exception as e:
exc_type, exc_obj, exc_tb = sys.exc_info()
mycommon.myprint(str(inspect.stack()[0][3]) + " -" + str(e) + " - Line : " + str(exc_tb.tb_lineno))
return False, " Impossible de recuperer les étapes des opportunité "
"""
Mettre à jour une étape d'opportunité et declenchement envoi email de notif
"""
def Update_CRM_List_Opportunite_Etape(diction):
try:
diction = mycommon.strip_dictionary(diction)
"""
Verification des input acceptés
"""
field_list = ['token', '_id', 'code', 'description', 'rang', 'gagne']
incom_keys = diction.keys()
for val in incom_keys:
if val not in field_list and val.startswith('my_') is False:
mycommon.myprint(str(
inspect.stack()[0][3]) + " Le champ '" + val + "' n'est pas autorisé")
return False, " Les informations fournies sont incorrectes"
"""
Verification des champs obligatoires
"""
field_list_obligatoire = ['token', '_id' ]
for val in field_list_obligatoire:
if val not in diction:
mycommon.myprint(
str(inspect.stack()[0][3]) + " - La valeur '" + val + "' n'est pas presente dans la liste des arguments ")
return False, " Les informations fournies sont incorrectes"
"""
Verification de l'identité et autorisation de l'entité qui
appelle cette API
"""
token = ""
if ("token" in diction.keys()):
if diction['token']:
token = diction['token']
local_status, my_partner = mycommon.Check_Connexion_And_Return_Partner_Data(diction)
if (local_status is not True):
return local_status, my_partner
RetObject = []
val_tmp = 0
"""
Verifier que cette étape existe
"""
is_etape_used = MYSY_GV.dbname['base_partner_opportunite_step'].count_documents({"partner_owner_recid":str(my_partner['recid']),
'valide':'1',
'_id':ObjectId(str(diction['_id']))})
if( is_etape_used < 0 ):
mycommon.myprint(
str(inspect.stack()[0][3]) + " L'identifiant de l'étape est invalide ")
return False, " L'identifiant de l'étape est invalide "
new_data = {}
local_id = diction['_id']
new_data = diction
del diction['_id']
del diction['token']
data_cle = {'_id': ObjectId(str(local_id)), 'valide': '1', 'locked': '0',
'partner_owner_recid': str(my_partner['recid']), }
inserted_id = ""
result = MYSY_GV.dbname['base_partner_opportunite_step'].find_one_and_update(
data_cle,
{"$set": new_data},
upsert=False,
return_document=ReturnDocument.AFTER
)
if (result is None or "_id" not in result.keys()):
mycommon.myprint(
" Impossible de mettre à jour l'étape (2) ")
return False, " Impossible de mettre à jour l'étape (2) "
return True, " L'étape a été correctement mise à jour"
except Exception as e:
exc_type, exc_obj, exc_tb = sys.exc_info()
mycommon.myprint(str(inspect.stack()[0][3]) + " -" + str(e) + " - Line : " + str(exc_tb.tb_lineno))
return False, " Impossible de mettre à jour l'étape "