Files
clientsflow/research/chatwoot/app/services/crm/leadsquared/processor_service.rb

122 lines
4.4 KiB
Ruby

class Crm::Leadsquared::ProcessorService < Crm::BaseProcessorService
def self.crm_name
'leadsquared'
end
def initialize(hook)
super(hook)
@access_key = hook.settings['access_key']
@secret_key = hook.settings['secret_key']
@endpoint_url = hook.settings['endpoint_url']
@allow_transcript = hook.settings['enable_transcript_activity']
@allow_conversation = hook.settings['enable_conversation_activity']
# Initialize API clients
@lead_client = Crm::Leadsquared::Api::LeadClient.new(@access_key, @secret_key, @endpoint_url)
@activity_client = Crm::Leadsquared::Api::ActivityClient.new(@access_key, @secret_key, @endpoint_url)
@lead_finder = Crm::Leadsquared::LeadFinderService.new(@lead_client)
end
def handle_contact(contact)
contact.reload
unless identifiable_contact?(contact)
Rails.logger.info("Contact not identifiable. Skipping handle_contact for ##{contact.id}")
return
end
stored_lead_id = get_external_id(contact)
create_or_update_lead(contact, stored_lead_id)
end
def handle_conversation_created(conversation)
return unless @allow_conversation
create_conversation_activity(
conversation: conversation,
activity_type: 'conversation',
activity_code_key: 'conversation_activity_code',
metadata_key: 'created_activity_id',
activity_note: Crm::Leadsquared::Mappers::ConversationMapper.map_conversation_activity(@hook, conversation)
)
end
def handle_conversation_resolved(conversation)
return unless @allow_transcript
return unless conversation.status == 'resolved'
create_conversation_activity(
conversation: conversation,
activity_type: 'transcript',
activity_code_key: 'transcript_activity_code',
metadata_key: 'transcript_activity_id',
activity_note: Crm::Leadsquared::Mappers::ConversationMapper.map_transcript_activity(@hook, conversation)
)
end
private
def create_or_update_lead(contact, lead_id)
lead_data = Crm::Leadsquared::Mappers::ContactMapper.map(contact)
# Why can't we use create_or_update_lead here?
# In LeadSquared, it's possible that the email field
# may not be marked as unique, same with the phone number field
# So we just use the update API if we already have a lead ID
if lead_id.present?
@lead_client.update_lead(lead_data, lead_id)
else
new_lead_id = @lead_client.create_or_update_lead(lead_data)
store_external_id(contact, new_lead_id)
end
rescue Crm::Leadsquared::Api::BaseClient::ApiError => e
ChatwootExceptionTracker.new(e, account: @account).capture_exception
Rails.logger.error "LeadSquared API error processing contact: #{e.message}"
rescue StandardError => e
ChatwootExceptionTracker.new(e, account: @account).capture_exception
Rails.logger.error "Error processing contact in LeadSquared: #{e.message}"
end
def create_conversation_activity(conversation:, activity_type:, activity_code_key:, metadata_key:, activity_note:)
lead_id = get_lead_id(conversation.contact)
return if lead_id.blank?
activity_code = get_activity_code(activity_code_key)
activity_id = @activity_client.post_activity(lead_id, activity_code, activity_note)
return if activity_id.blank?
metadata = {}
metadata[metadata_key] = activity_id
store_conversation_metadata(conversation, metadata)
rescue Crm::Leadsquared::Api::BaseClient::ApiError => e
ChatwootExceptionTracker.new(e, account: @account).capture_exception
Rails.logger.error "LeadSquared API error in #{activity_type} activity: #{e.message}"
rescue StandardError => e
ChatwootExceptionTracker.new(e, account: @account).capture_exception
Rails.logger.error "Error creating #{activity_type} activity in LeadSquared: #{e.message}"
end
def get_activity_code(key)
activity_code = @hook.settings[key]
raise StandardError, "LeadSquared #{key} activity code not found for hook ##{@hook.id}." if activity_code.blank?
activity_code
end
def get_lead_id(contact)
contact.reload # reload to ensure all the attributes are up-to-date
unless identifiable_contact?(contact)
Rails.logger.info("Contact not identifiable. Skipping activity for ##{contact.id}")
nil
end
lead_id = @lead_finder.find_or_create(contact)
return nil if lead_id.blank?
store_external_id(contact, lead_id) unless get_external_id(contact)
lead_id
end
end