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Simple sarvcrm api module

Project description

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.

Installation

  1. Ensure you have Python 3.9+ installed.
  2. Make sure pip is installed
  3. Install the package
    pip install py-sarvcrm-api
    

Quick Start

Example Usage

from sarvcrm_api import SarvClient, SarvURL

# SarvURL = 'https://app.sarvcrm.com/API.php'

# Initialize the client
client = SarvClient(
    url=SarvURL, # specify your own url if you have local server
    utype="your_utype",
    username="your_username",
    password="your_password",
    language="en_US",
    is_password_md5=True, # if your password is already md5
)

# Use as a context manager for clean execution
print(f'Connecting to {SarvURL}')
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')
    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}')

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

Additional Features

  • Error Handling: This module raises requests.HTTPError and SarvException for API errors.
  • Secure Defaults: Passwords are hashed with MD5 unless explicitly provided as pre-hashed.
  • Easy Intraction: Added all modules and methods for easy intraction.

Developers

  • Contribute: Feel free to fork this repo and send pull request.

Testing

  • Pytest Support: create the .env file from .env_example and use pytest to start testing.
  • Test Cases: For now simple test methods are used and more test cases will be added soon.

License

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

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