py-sarvcrm-api 1.0.1

Simple sarvcrm api module

SarvClient API Interaction Module

Overview

The SarvClient module provides a Python interface for interacting with the SarvCRM API. It simplifies authentication, CRUD operations, and module-specific functionalities for seamless integration with SarvCRM.

SarvCRM API Documents

Features

• Authentication: Log in and manage sessions with the SarvCRM API.
• CRUD Operations: Perform Create, Read, Update, and Delete transactions via simple methods.
• Context Manager Support: Automatically handle login and logout within with statements.
• Localization: Supports specifying the desired language for API interactions.
• Utility Methods: Format dates, times, and other helper functionalities compliant with SarvCRM standards.

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Installation

1. Ensure you have Python 3.9+ installed.
2. Make Sure pip and git are installed
3. Install the package

   pip install py-sarvcrm-api
   

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Quick Start

Example Usage

from sarvcrm_api import SarvClient

# Initialize the client
client = SarvClient(
    utype="your_instance_utype",
    username="your_username",
    password="your_password",
    language="en_US",
)

# Use as a context manager for clean execution
print(f'Connecting to {client.api_url}')
with client:
    # Create new item in Accounts
    uid = client.Accounts.create(type='Corporate', name='RadinSystem', numbers=['02145885000'])
    print(f'New Account Created: {uid}')
    
    # Read one item record
    record = clinet.Accounts.read_record(uid)
    print(f'Single Account record: {record}')

    # Read List of items
    records = client.Accounts.read_list(order_by='name', limit=10)
    print('Accounts list:')
    for account in Accounts:
        print(f' - {account}')

    # Update an item
    updated_item = client.Accounts.update(uid, name='Radin-System')
    print(f'Updated item id: {updated_item}')

    # Search for data by phone number
    result = client.search_by_number(number="02145885000", module=client.Accounts) # module is optional
    print(f'Search by number result: {result}')

    # Create URL
    url = client.Accounts.get_url_detail_view(pk=uid)
    print(f'Item link: {url}')

    # Delete Item
    deleted_item = client.Accounts.delete(uid)
    print(f'Deleted item: {deleted_item}')

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Class Details

SarvClient

Constructor

SarvClient(
    utype: str,
    username: str,
    password: str,
    api_url: str = SarvURL,
    frontend_url: str = SarvFrontend,
    login_type: Optional[str] = None, # eg. 'portal' for portal users
    language: str = "en_US", # Options: fa_IR, en_US
    is_password_md5: bool = False
)

Parameters:

• utype: Utype of your sarvcrm instance.
• username: Your SarvCRM username.
• password: Password for authentication.
• api_url: URL of the Sarvcrm api, if you dont use the cloud version, specify local server
• frontend_url: URL of the Sarvcrm frontend, if you dont use the cloud version, specify local server
• login_type: (Optional) Login type for advanced configurations.
• language: Language code (default: en_US).
• is_password_md5: Whether the password is already MD5-hashed.

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Methods

• iso_time_output Formats datetime or timedelta objects according to SarvCRM standards.

• login Authenticates the user and retrieves an access token.

• logout Clears the session token.

• search_by_number Searches a module or all modules for records matching a given phone number.

• get_detail_url_by_number returns the detail view url of the specified number.

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Attributes:

• Accounts, AosContracts, AosInvoices, AosPdfTemplates, etc.: Module instances for various SarvCRM functionalities.

Description: Initializes all the modules as attributes of the ModulesMixin class for easy access.

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SarvModule

Constructor

SarvModule(_client: SarvClient)

Attributes:

• _module_name: The name of the module.
• _label_en: The label of the module in English.
• _label_pr: The label of the module in Persian.
• _client: The SarvClient instance for API interactions.

Methods

• create Creates a new record in the module.

• read_list Retrieves a list of items from the module.

• real_list_all Retrieves all items as a list from the module.

• read_record Fetches a single record by ID.

• update Updates an existing record.

• delete Deletes a record by ID.

• get_module_fields Retrieves the fields of the module.

• get_relationships Fetches related items.

• save_relationships Saves relationships between records.

• get_url_edit_view returns the editview url

• get_url_list_view returns list view url

• get_url_detail_view returns detail view url

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Additional Features

• Error Handling: Raise SarvException for API errors.
• Secure Defaults: Passwords are hashed with MD5 unless explicitly provided as pre-hashed.

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License

This module is licensed for Radin System. For details, see the LICENSE file.