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Add delete lead #40

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2c132f5
create template copy function
sejg Jun 6, 2023
4534789
Add comments
sejg Jun 7, 2023
abc349d
final cleanup and test
sejg Jun 7, 2023
c61c96d
add arg --clear-lead-and-status
sejg Jun 8, 2023
3d507ba
fixed lead status update logic
sejg Jun 8, 2023
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103 changes: 82 additions & 21 deletions scripts/clone_organization.py
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Original file line number Diff line number Diff line change
Expand Up @@ -2,7 +2,7 @@

from closeio_api import APIError

from scripts.CloseApiWrapper import CloseApiWrapper
from CloseApiWrapper import CloseApiWrapper

arg_parser = argparse.ArgumentParser(
description="Clone one organization to another"
Expand Down Expand Up @@ -93,6 +93,11 @@
arg_parser.add_argument(
"--all", "-a", action="store_true", help="Copy all settings"
)
arg_parser.add_argument(
"--clear-lead-and-status",
action="store_true",
help="Remove leads and lead statuses from destination org",
)
args = arg_parser.parse_args()

from_api = CloseApiWrapper(args.from_api_key)
Expand All @@ -101,13 +106,49 @@
from_organization = from_api.get("me")["organizations"][0]
to_organization = to_api.get("me")["organizations"][0]

# ask user to confirm changes
message = f"Cloning `{from_organization['name']}` ({from_organization['id']}) organization to `{to_organization['name']}` ({to_organization['id']})..."
message += '\nData from source organization will be added to the destination organization. No data will be deleted.\n\nContinue?'
if not args.clear_lead_and_status:
message += '\nData from source organization will be added to the destination organization. No data will be deleted.\n\nContinue?'
else:
message += '\nData from source organization will be added to the destination organization.\n\nContinue?'

confirmed = input(f"{message} (y/n)\n")
if confirmed not in ["yes", "y"]:
exit()

# Clear destination leads and lead statuses
if args.clear_lead_and_status:
delete_message = 'Existing leads and lead statuses will be deleted from the destination organization. \n Continue?'
delete_confirmation = input(f"{delete_message} (y/n)")
if delete_confirmation in ["yes", "y"]:
print("\nDeleting existing leads in destination org")
to_leads = to_api.get_all_items('lead', params={'_fields': 'id,name'})
for lead in to_leads:
try:
to_api.delete(f"lead/{lead['id']}/")
print(f"Removed lead {lead['name']}")
except APIError as e:
print(f"Couldn't remove lead `{lead['name']}` because {str(e)}")

print("\nDeleting lead statuses in destination org")
to_lead_statuses = to_api.get_lead_statuses()
# at least one status must exist so we can rename the first one to have the label match the id for now
first_status_to = to_lead_statuses[0]
del to_lead_statuses[0]
first_status_to['label'] = first_status_to['id']
try:
to_api.put(f"status/lead/{first_status_to['id']}", data=first_status_to)
except APIError as e:
print(f"Couldn't remove `{first_status_to['label']}` because {str(e)}")
for status in to_lead_statuses:
try:
to_api.delete(f"status/lead/{status['id']}")
print(f"Removed lead status {status['label']}")
except APIError as e:
print(f"Couldn't remove `{status['label']}` because {str(e)}")

# Copy lead statuses
if args.lead_statuses or args.statuses or args.all:
print("\nCopying Lead Statuses")

Expand All @@ -120,7 +161,15 @@
print(f'Added lead status `{status["label"]}`')
except APIError as e:
print(f"Couldn't add `{status['label']}` because {str(e)}")
if args.clear_lead_and_status and delete_confirmation in ["yes", "y"]:
# if original statuses in destination org need to be removed, this removes the one remaining
try:
to_api.delete(f"status/lead/{first_status_to['id']}")
print(f"Removed old default lead status {first_status_to['label']}")
except APIError as e:
print(f"Couldn't remove `{first_status_to['label']}` because {str(e)}")

# Copy pipelines and associated opportunity statuses
if args.opportunity_statuses or args.statuses or args.all:
print("\nCopying Opportunity Statuses")
to_pipelines = to_api.get_opportunity_pipelines()
Expand Down Expand Up @@ -175,6 +224,7 @@ def copy_custom_fields(custom_field_type):

try:
if from_cf['is_shared']:
# check to see if shared custom field already exists
to_cf = next(
(
x
Expand All @@ -183,7 +233,7 @@ def copy_custom_fields(custom_field_type):
),
None,
)

# add shared custom fields that do not already exist
if not to_cf:
to_cf = to_api.post(f"custom_field/shared", data=from_cf)
print(f'Created `{from_cf["name"]}` shared custom field')
Expand All @@ -207,19 +257,22 @@ def copy_custom_fields(custom_field_type):
except APIError as e:
print(f"Couldn't add `{from_cf['name']}` because {str(e)}")


# copy lead custom fields
if args.lead_custom_fields or args.custom_fields or args.all:
print("\nCopying Lead Custom Fields")
copy_custom_fields('lead')

# copy opportunity custom fields
if args.opportunity_custom_fields or args.custom_fields or args.all:
print("\nCopying Opportunity Custom Fields")
copy_custom_fields('opportunity')

# copy contact custom fields
if args.contact_custom_fields or args.custom_fields or args.all:
print("\nCopying Contact Custom Fields")
copy_custom_fields('contact')

# copy integration links
if args.integration_links or args.all:
print("\nCopying Integration Links")
integration_links = from_api.get_all_items('integration_link')
Expand All @@ -233,6 +286,7 @@ def copy_custom_fields(custom_field_type):
except APIError as e:
print(f"Couldn't add `{link['name']}` because {str(e)}")

# copy roles
if args.roles or args.all:
BUILT_IN_ROLES = [
"Admin",
Expand All @@ -244,6 +298,7 @@ def copy_custom_fields(custom_field_type):
print("\nCopying Roles")
roles = from_api.get_all_items('role')
for role in roles:
# skip built in roles
if role["name"] in BUILT_IN_ROLES:
continue

Expand All @@ -256,38 +311,36 @@ def copy_custom_fields(custom_field_type):
except APIError as e:
print(f"Couldn't add `{role['name']}` because {str(e)}")

if args.templates or args.email_templates or args.all:
print("\nCopying Email Templates")
templates = from_api.get_all_items('email_template')
# function to copy sms or email templates
def copy_templates(template_type):
templates = from_api.get_all_items(template_type)
for template in templates:
del template["id"]
del template["organization_id"]

try:
to_api.post("email_template", data=template)
to_api.post(template_type, data=template)
print(f'Added `{template["name"]}`')
except APIError as e:
print(f"Couldn't add `{template['name']}` because {str(e)}")

# Copy email templates
if args.templates or args.email_templates or args.all:
print("\nCopying Email Templates")
copy_templates('email_template')

# copy sms templates
if args.templates or args.sms_templates or args.all:
print("\nCopying SMS Templates")
templates = from_api.get_all_items('sms_template')
for template in templates:
del template["id"]
del template["organization_id"]

try:
to_api.post("sms_template", data=template)
print(f'Added `{template["name"]}`')
except APIError as e:
print(f"Couldn't add `{template['name']}` because {str(e)}")
copy_templates('sms_template')

# Assumes all the sequence steps (templates) were already transferred over
if args.sequences or args.all:
print("\nCopying Sequences")

# get existing templates in new org
to_email_templates = to_api.get_all_items('email_template')
to_sms_templates = to_api.get_all_items('sms_template')
# get sequences in old org
from_sequences = from_api.get_all_items('sequence')
for sequence in from_sequences:
del sequence["id"]
Expand Down Expand Up @@ -327,6 +380,7 @@ def copy_custom_fields(custom_field_type):
except APIError as e:
print(f"Couldn't add `{sequence['name']}` because {str(e)}")

# Copy custom activities
if args.custom_activities or args.all:
print("\nCopying Custom Activities")

Expand Down Expand Up @@ -380,6 +434,7 @@ def copy_custom_fields(custom_field_type):
from_field.pop('organization_id', None)

if field["is_shared"]:
# check if field already exists
to_field = next(
(
x
Expand Down Expand Up @@ -421,6 +476,7 @@ def copy_custom_fields(custom_field_type):
from_field["custom_activity_type_id"] = new_activity_type["id"]
to_api.post("custom_field/activity/", data=from_field)

# copy groups
if args.groups or args.groups_with_members or args.all:
print("\nCopying Groups")
groups = from_api.get('group')['data']
Expand All @@ -431,6 +487,7 @@ def copy_custom_fields(custom_field_type):
new_group = to_api.post('group', data={'name': group['name']})

if args.groups_with_members:
# copy group members
for member in group['members']:
try:
to_api.post(f'group/{new_group["id"]}/member', data={'user_id': member['user_id']})
Expand All @@ -442,6 +499,7 @@ def copy_custom_fields(custom_field_type):
except APIError as e:
print(f"Couldn't add `{group['name']}` because {str(e)}")

# copy smart views
if args.smart_views or args.all:

def structured_replace(value, replacement_dictionary):
Expand Down Expand Up @@ -477,6 +535,7 @@ def textual_replace(value, replacement_dictionary):


def get_id_mappings():
# create mapping dictionary of all custom objects accessible by smart views
map_from_to_id = {}

# Custom Activity Types
Expand Down Expand Up @@ -611,7 +670,7 @@ def get_smartviews(api):
print("\nCopying Smart Views")
from_smart_views = get_smartviews(from_api)

# Filter our Smart Views that already exist (by name)
# Filter out Smart Views that already exist (by name)
to_smart_views = get_smartviews(to_api)
to_smart_view_names = [x['name'] for x in to_smart_views]
from_smart_views = [x for x in from_smart_views if x['name'] not in to_smart_view_names]
Expand All @@ -632,7 +691,7 @@ def get_smartviews(api):
def get_memberships(api, organization):
resp = api.get(f"organization/{organization['id']}", params={"_fields": "memberships,inactive_memberships"})
return resp["memberships"] + resp["inactive_memberships"]

# map user access from old org to new org
from_memberships = get_memberships(from_api, from_organization)
to_memberships = get_memberships(to_api, to_organization)
from_to_membership_id = {}
Expand Down Expand Up @@ -700,6 +759,7 @@ def get_memberships(api, organization):
if smart_view['s_query'] != s_query or smart_view['query'] != query:
to_api.put(f"saved_search/{smart_view['id']}", data=smart_view)

# copy webhooks
if args.webhooks:
print("\nCopying Webhooks")
webhooks = from_api.get_all_items('webhook')
Expand All @@ -711,3 +771,4 @@ def get_memberships(api, organization):
print(f'Added `{webhook["url"]}`')
except APIError as e:
print(f"Couldn't add `{webhook['url']}` because {str(e)}")