feat: First step to the CRM integration #10340
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## main #10340 +/- ##
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- Coverage 49.54% 49.48% -0.07%
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Files 67 75 +8
Lines 20650 21538 +888
Branches 4980 5159 +179
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+ Hits 10231 10658 +427
- Misses 9131 9578 +447
- Partials 1288 1302 +14 ☔ View full report in Codecov by Sentry. |
cgi/import_file_process.pl
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| my $started_t = time(); | |||
| my $import_id = $started_t; | |||
| # sync CRM | |||
| update_last_import_date($Org_id, $started_t); | |||
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We also have nightly imports through Equadis and Agena3000, they usually call import_csv_file.pl
See for instance https://github.com/openfoodfacts/openfoodfacts-server/blob/main/scripts/imports/agena3000/run_agena3000_import.sh
The issue is that they contain multiple organizations, so it would need to be done based on the organizations actually present in the updated products.
…nual way -Import.pm
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| "members" : { | ||
| "tests" : 1 | ||
| }, | ||
| "name" : "Acme Inc.", | ||
| "org_id" : "acme-inc", | ||
| "protect_data" : "", | ||
| "valid_org" : "1", | ||
| "validated" : 0 | ||
| "valid_org" : "1" |
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create_pro_user.t should be changed so that it does not send "1"
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What
First step in integrating the CRM with the producer platform.
Added Odoo CRM credentials as environment variables.
An organization is 'unreviewed' by default and can be 'validated' or 'rejected'. The “scripts/migration/2024_06_org_validation_move_field.pl” script must be run to change the old value in the .sto of orgs.
When an org is validated, it is added to the CRM. Its creator is also added and linked to an opportunity. A strategy is put in place to avoid duplicates and associate them with entities already in the CRM.
A main contact has been added to the organization, being the person who will receive the emails and be the center of the workflow in the CRM. It can be modified in the pro platform.
Adding a contact to a validated organization in the pro platform adds it to CRM.
Updates the products last import and export date of the corresponding org in the CRM when performed from the producer platform.
Related issue(s) and discussion