Merge pull request #1733 from bakaphp/feat-download-all-zoho-leads

feat: download all zoho leads

app/Console/Commands/Connectors/Zoho/ZohoLeadsDownloadCommand.php

@@ -0,0 +1,52 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Console\Commands\Connectors\Zoho;
+
+use Baka\Traits\KanvasJobsTrait;
+use Illuminate\Console\Command;
+use Kanvas\Apps\Models\Apps;
+use Kanvas\Companies\Models\Companies;
+use Kanvas\Connectors\Zoho\Actions\DownloadAllZohoLeadAction;
+use Kanvas\Guild\Leads\Models\LeadReceiver;
+
+class ZohoLeadsDownloadCommand extends Command
+{
+    use KanvasJobsTrait;
+    /**
+     * The name and signature of the console command.
+     *
+     * @var string
+     */
+    protected $signature = 'kanvas:guild-zoho-lead-sync {app_id} {company_id} {receiver_id} {page=50} {leadsPerPage=200}';
+
+    /**
+     * The console command description.
+     *
+     * @var string|null
+     */
+    protected $description = 'Download all leads from Zoho to this branch';
+
+    /**
+     * Execute the console command.
+     *
+     * @return mixed
+     */
+    public function handle()
+    {
+        $app = Apps::getById((int) $this->argument('app_id'));
+        $this->overwriteAppService($app);
+        $company = Companies::getById((int) $this->argument('company_id'));
+        $leadReceiver = LeadReceiver::getByIdFromCompanyApp((int) $this->argument('receiver_id'), $company, $app);
+        $page = (int) $this->argument('page');
+        $leadsPerPage = (int) $this->argument('leadsPerPage');
+
+        $downloadAllLeads = new DownloadAllZohoLeadAction($app, $company, $leadReceiver);
+        $downloadAllLeads->execute($page, $leadsPerPage);
+
+        $this->info($downloadAllLeads->getTotalLeadsProcessed() . ' leads downloaded from Zoho to ' . $leadReceiver->name);
+
+        return;
+    }
+}

src/Domains/Connectors/Zoho/Actions/DownloadAllZohoLeadAction.php

@@ -0,0 +1,54 @@
+<?php
+
+declare(strict_types=1);
+
+namespace Kanvas\Connectors\Zoho\Actions;
+
+use Baka\Contracts\AppInterface;
+use Baka\Contracts\CompanyInterface;
+use Generator;
+use Kanvas\Connectors\Zoho\Client;
+use Kanvas\Guild\Leads\Models\LeadReceiver;
+
+class DownloadAllZohoLeadAction
+{
+    protected int $totalLeadsProcessed = 0;
+
+    public function __construct(
+        protected AppInterface $app,
+        protected CompanyInterface $company,
+        protected LeadReceiver $receiver,
+    ) {
+    }
+
+    public function execute($totalPages = 50, $leadsPerPage = 200): Generator
+    {
+        $zohoClient = Client::getInstance($this->app, $this->company);
+
+        for ($page = 1; $page <= $totalPages; $page++) {
+            $leads = $zohoClient->leads->getList(['page' => $page, 'per_page' => $leadsPerPage]);
+            foreach ($leads as $lead) {
+                $syncZohoLead = new SyncZohoLeadAction(
+                    $this->app,
+                    $this->company,
+                    $this->receiver,
+                    $lead->getId()
+                );
+
+                $localLead = $syncZohoLead->execute($lead);
+
+                if (! $localLead) {
+                    continue;
+                }
+
+                $this->totalLeadsProcessed++;
+                yield $localLead;
+            }
+        }
+    }
+
+    public function getTotalLeadsProcessed(): int
+    {
+        return $this->totalLeadsProcessed;
+    }
+}

src/Domains/Connectors/Zoho/Actions/SyncLeadToZohoAction.php

@@ -0,0 +1,186 @@
+<?php
+
+declare(strict_types=1);
+
+namespace Kanvas\Connectors\Zoho\Actions;
+
+use Baka\Contracts\AppInterface;
+use Baka\Contracts\CompanyInterface;
+use Kanvas\Companies\Models\Companies;
+use Kanvas\Connectors\Zoho\Client;
+use Kanvas\Connectors\Zoho\DataTransferObject\ZohoLead;
+use Kanvas\Connectors\Zoho\Enums\CustomFieldEnum;
+use Kanvas\Connectors\Zoho\ZohoService;
+use Kanvas\Guild\Agents\Models\Agent;
+use Kanvas\Guild\Leads\Models\Lead;
+use Throwable;
+use Webleit\ZohoCrmApi\Models\Model;
+use Webleit\ZohoCrmApi\Modules\Leads as ZohoLeadModule;
+
+class SyncLeadToZohoAction
+{
+    public function __construct(
+        protected AppInterface $app,
+        protected Lead $lead
+    ) {
+    }
+
+    public function execute(): Model
+    {
+        $zohoLead = ZohoLead::fromLead($this->lead);
+        $zohoData = $zohoLead->toArray();
+        $lead = $this->lead;
+        $company = $lead->company;
+        $usesAgentsModule = $company->get(CustomFieldEnum::ZOHO_HAS_AGENTS_MODULE->value);
+
+        $zohoCrm = Client::getInstance($this->app, $company);
+
+        if (! $zohoLeadId = $lead->get(CustomFieldEnum::ZOHO_LEAD_ID->value)) {
+            if ($usesAgentsModule) {
+                $this->assignAgent($this->app, $zohoLead, $lead, $company, $zohoData);
+            }
+
+            $zohoLead = $zohoCrm->leads->create($zohoData);
+            $zohoLeadId = $zohoLead->getId();
+
+            $zohoData['Lead_Status'] = 'New Lead';
+
+            $lead->set(
+                CustomFieldEnum::ZOHO_LEAD_ID->value,
+                $zohoLeadId
+            );
+        } else {
+            $zohoLeadInfo = $zohoCrm->leads->get((string) $zohoLeadId)->getData();
+            if (! empty($zohoLeadInfo)) {
+                $zohoLead = $zohoCrm->leads->update(
+                    (string) $zohoLeadId,
+                    $zohoData
+                );
+            } else {
+                $lead->close();
+            }
+        }
+
+        $this->uploadAttachments($zohoCrm->leads, $lead);
+
+        return $zohoLead;
+    }
+
+    protected function assignAgent(
+        AppInterface $app,
+        ZohoLead $zohoLead,
+        Lead $lead,
+        Companies $company,
+        array &$zohoData
+    ): void {
+        $memberNumber = (string) $zohoLead->getMemberNumber();
+
+        if (empty($memberNumber) && $lead->user()->exists()) {
+            $memberNumber = (string) $lead->user()->firstOrFail()->get('member_number_' . $company->getId());
+        }
+
+        if (! empty($memberNumber)) {
+            $zohoMemberField = $company->get(CustomFieldEnum::ZOHO_MEMBER_FIELD->value) ?? 'Member_ID';
+            $zohoData[$zohoMemberField] = $memberNumber;
+        }
+
+        $zohoService = new ZohoService($app, $company);
+
+        try {
+            $agent = $zohoService->getAgentByMemberNumber($memberNumber);
+        } catch (Throwable $e) {
+            $agent = null;
+        }
+
+        try {
+            $agentInfo = Agent::getByMemberNumber($memberNumber, $company);
+        } catch (Throwable $e) {
+            $agentInfo = null;
+        }
+
+        $defaultLeadSource = $company->get(CustomFieldEnum::ZOHO_DEFAULT_LEAD_SOURCE->value);
+        if (! empty($defaultLeadSource)) {
+            $zohoData['Lead_Source'] = $defaultLeadSource; //$lead->receiver ? $lead->receiver->name : $defaultLeadSource;
+        }
+
+        if (is_object($agent)) {
+            try {
+                ///lead owner should match lead routing
+                $leadRoutingEmailCleanUp = preg_replace('/[^a-zA-Z0-9@._-]/', '', $agent->Lead_Routing);
+                $zohoData['Owner'] = $zohoService->getAgentByEmail($leadRoutingEmailCleanUp)->Owner['id'];
+            } catch (Throwable $e) {
+                //send fail notification and assign to default lead routing email
+                $zohoData['Owner'] = (int) ($app->get(CustomFieldEnum::DEFAULT_OWNER->value) ?? $agent->Owner['id']);
+            }
+
+            if ($agent->Sponsor) {
+                $zohoData['Sponsor'] = (string) $agent->Sponsor;
+            }
+
+            if ($agentInfo) {
+                $lead->users_id = $agentInfo->users_id;
+                $lead->saveOrFail();
+            }
+
+            if ($agentInfo && $agentInfo->get('over_write_owner')) {
+                $zohoData['Owner'] = (int) $agentInfo->get('over_write_owner');
+            }
+            if (empty($defaultLeadSource)) {
+                $zohoData['Lead_Source'] = $agent->name ?? $agent->Name;
+            }
+        } elseif ($agentInfo instanceof Agent) {
+            $zohoData['Owner'] = (int) $agentInfo->owner_linked_source_id;
+            if (empty($defaultLeadSource)) {
+                $zohoData['Lead_Source'] = $agentInfo->name;
+            }
+
+            if ($agentInfo->user && ! empty($agentInfo->user->get('sponsor'))) {
+                $zohoData['Sponsor'] = (string) $agentInfo->user->get('sponsor');
+            }
+        }
+
+        if ($company->get(CustomFieldEnum::ZOHO_USE_AGENT_NAME->value) && ! empty($agentInfo->name)) {
+            $zohoData['Agent_Name'] = $agentInfo->name;
+        }
+
+        //if value is 0 or empty, remove it
+        if (empty($zohoData['Owner'])) {
+            unset($zohoData['Owner']);
+        }
+    }
+
+    protected function uploadAttachments(ZohoLeadModule $zohoLead, Lead $lead): void
+    {
+        $lead->load('files');
+        if (! $lead->files()->count()) {
+            return;
+        }
+
+        $syncFiles = $lead->get(CustomFieldEnum::ZOHO_LEAD_SYNC_FILES->value) ?? [];
+
+        foreach ($lead->files()->get() as $file) {
+            if (isset($syncFiles[$file->id])) {
+                continue;
+            }
+
+            try {
+                $fileContent = file_get_contents($file->url);
+
+                $zohoLead->uploadAttachment(
+                    (string) $lead->get(CustomFieldEnum::ZOHO_LEAD_ID->value),
+                    $file->name,
+                    $fileContent
+                );
+
+                $syncFiles[$file->id] = $file->id;
+            } catch (Throwable $e) {
+                //do nothing
+            }
+        }
+
+        $lead->set(
+            CustomFieldEnum::ZOHO_LEAD_SYNC_FILES->value,
+            $syncFiles
+        );
+    }
+}

src/Domains/Connectors/Zoho/Actions/SyncZohoLeadAction.php

@@ -23,6 +23,7 @@
 use Kanvas\Guild\Pipelines\Models\Pipeline;
 use Kanvas\Users\Models\UsersAssociatedApps;
 use Spatie\LaravelData\DataCollection;
+use Webleit\ZohoCrmApi\Models\Record;
 
 class SyncZohoLeadAction
 {
@@ -34,12 +35,12 @@ public function __construct(
     ) {
     }
 
-    public function execute(): ?Lead
+    public function execute(?Record $zohoLead = null): ?Lead
     {
         $zohoService = new ZohoService($this->app, $this->company);
 
         try {
-            $zohoLead = $zohoService->getLeadById($this->zohoLeadId);
+            $zohoLead = $zohoLead === null ? $zohoService->getLeadById($this->zohoLeadId) : $zohoLead;
         } catch (Exception $e) {
             Log::error('Error getting Zoho Lead', ['error' => $e->getMessage()]);