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<?php
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// $Id: salesforce_api.inc,v 1.6 2006/10/23 09:02:55 stevemckenzie Exp $
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/**
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* @file
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* integration of Drupal and Salesforce.com.
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*/
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/**
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* salesforce include + connecting via SOAP
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*/
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function salesforce($login_return = false) {
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static $included;
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$admin = user_access('administer salesforce');
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$username = variable_get('salesforce_user', NULL);
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$password = variable_get('salesforce_password', NULL);
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if ($username && $password) {
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if (!$included) {
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require_once('salesforce.php');
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$included = true;
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}
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// create client and login
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$salesforce = new salesforce($_SERVER['DOCUMENT_ROOT'] . base_path() . drupal_get_path('module', 'salesforce') . '/includes/partner.wsdl');
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$login = $salesforce->login($username, $password);
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if (!$login) {
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if ($admin) {
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drupal_set_message(t('Failed to authenticate on SalesForce.com'), 'error');
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//form_set_error('salesforce_name', t('is the username correct?'));
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//form_set_error('salesforce_password', t('is the password correct?'));
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//drupal_goto('admin/settings/salesforce');
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}
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return false;
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}
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//set batch size header
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$batch_size = new soapval('batchSize', null, 2);
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$salesforce->setHeader('QueryOptions', array($batch_size));
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if ($login) {
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if ($login_return) {
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return $login;
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} else {
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return $salesforce;
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}
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}
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} else {
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if ($admin) {
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drupal_set_message(t('The SalesForce module is currently not configured properly. A username / password to connect to SalesForce is required and not currently supplied. A site administrator should be contacted in regards to this error.'), 'error');
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if (user_access('administer salesforce')) {
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drupal_goto('admin/settings/salesforce');
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}
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}
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}
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}
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/**
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* handle contacts in salesforce
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*/
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function salesforce_contact($op, $account, $params = array()) {
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$salesforce = salesforce();
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$admin = user_access('administer salesforce');
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switch ($op) {
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case 'insert': case 'update':
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$contact = new sObject('Contact', null,
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array(
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'Company' => $account->company,
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'FirstName' => $account->first_name,
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'LastName' => $account->last_name,
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'Phone' => $account->phone,
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'Fax' => $account->fax,
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'Email' => $account->mail,
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));
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// add any additional params to the contact object
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foreach ($params as $param => $param_value) {
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$contact->$param = $param_value;
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}
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// query salesforce to check if the user already has a contact with the supplied email
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$contact_lookup = $salesforce->query("SELECT id FROM contact WHERE email = '$account->mail'");
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// if we get back multiple results, we only bother looking at the first one.
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if (is_array($contact_lookup['records'])) {
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foreach ($contact_lookup['records'] as $row) {
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$contact_id = $row->id;
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break;
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}
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} else {
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$contact_id = $contact_lookup['records']->id;
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}
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// insert method
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if ($op == 'insert' && count($contact_lookup['records']) == 0) {
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$result = $salesforce->create($contact);
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if ($result['success'] == 'true') {
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_salesforce_insert('contact_id', $result['id'], $account);
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if (user_access('administer salesforce')) {
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drupal_set_message(t('a contact was created in salesforce for the user %user', array('%user' => "<strong>$account->first_name $account->last_name</strong>")));
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return array('id' => $result['id'], 'status' => 'inserted');
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}
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} else {
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$error = 'contact_insert';
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}
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}
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// update method
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else {
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if (!$account->salesforce['contact_id']) {
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$account->salesforce['contact_id'] = $contact_id;;
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_salesforce_insert('contact_id', $account->salesforce['contact_id'], $account);
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}
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$contact->id = $account->salesforce['contact_id'];
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// why am i unsetting this you may ask? i'm not sure but salesforce tells me too... wtf?
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unset($contact->values['Company']);
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$result = $salesforce->update($contact);
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if ($result['success'] == 'true') {
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if ($admin) {
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drupal_set_message(t('updated contact in salesforce for the user %user', array('%user' => "<strong>$account->first_name $account->last_name</strong>")));
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return array('status' => 'updated');
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}
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} else {
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switch ($result['errors']['statusCode']) {
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default:
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$error = 'contact_update';
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break;
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}
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}
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}
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// handle error control and log errors
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if ($error) {
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if ($admin) {
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drupal_set_message(t('an error occured <strong>[%error]</strong> during a salesforce contact task for the user %user with the messasge - "%message"', array('%user' => theme('username', $account), '%message' => $result['errors']['message'], '%error' => $error)), 'error');
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}
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_salesforce_log_user($error, $result['errors']['message'], $account);
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return array('error' => $error);
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}
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break;
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}
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}
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/**
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* handle leads in salesforce
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*/
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function salesforce_lead($op, $account, $params = array()) {
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// grab a salesforce api connection
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$salesforce = salesforce();
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$admin = user_access('administer salesforce');
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switch ($op) {
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case 'insert': case 'update': default:
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// create the main salesforce object
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$lead = new sObject('Lead', null,
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array(
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'Company' => $account->company,
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'FirstName' => $account->first_name,
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'LastName' => $account->last_name,
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'Phone' => $account->phone,
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'Fax' => $account->fax,
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'Email' => $account->mail,
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));
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// add any additional params to the lead object
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foreach ($params as $param => $param_value) {
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$lead->values[$param] = $param_value;
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}
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// query salesforce to check if the user already has an account with the supplied email
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$lead_lookup = $salesforce->query("SELECT id FROM lead WHERE email = '$account->mail'");
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// if we get back multiple results, we only bother looking at the first one.
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if (is_array($lead_lookup['records'])) {
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foreach ($lead_lookup['records'] as $row) {
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$lead_id = $row->id;
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break;
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}
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} else {
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$lead_id = $lead_lookup['records']->id;
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}
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// insert method
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if ($op == 'insert' && count($lead_lookup['records']) == 0) {
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$result = $salesforce->create($lead);
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if ($result['success'] == 'true') {
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_salesforce_insert('lead_id', $result['id'], $account);
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if (user_access('administer salesforce')) {
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drupal_set_message(t('a lead was created in salesforce for the user %user', array('%user' => "<strong>$account->first_name $account->last_name</strong>")));
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return array('id' => $result['id'], 'status' => 'inserted');
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}
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} else {
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$error = 'lead_insert';
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}
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}
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// update method
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else {
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if (!$account->salesforce['lead_id']) {
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$account->salesforce['lead_id'] = $lead_id;
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_salesforce_insert('lead_id', $account->salesforce['lead_id'], $account);
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}
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$lead->id = $account->salesforce['lead_id'];
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$result = $salesforce->update($lead);
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if ($result['success'] == 'true') {
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if ($admin) {
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drupal_set_message(t('updated lead in salesforce for the user %user', array('%user' => "<strong>$account->first_name $account->last_name</strong>")));
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return array('status' => 'updated');
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}
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} else {
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switch ($result['errors']['statusCode']) {
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case 'CANNOT_UPDATE_CONVERTED_LEAD':
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// do an update contact object but first find it..
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return salesforce_contact('update', $account, $params);
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case 'INVALID_ID_FIELD':
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if ($admin) {
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db_query("DELETE FROM {salesforce_users} WHERE lead_id = '%s'", $account->salesforce['lead_id']);
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drupal_set_message(t('the lead for the user %user was removed from salesforce', array('%user' => "<strong>$account->first_name $account->last_name</strong>")));
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return array('status' => 'lead_removed_from_salesforce');
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}
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break;
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default:
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$error = 'lead_update';
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break;
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}
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}
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}
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// handle error control and log errors
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if ($error) {
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if ($admin) {
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drupal_set_message(t('an error occured <strong>[%error]</strong> during a salesforce lead task for the user %user with the messasge - "%message"', array('%user' => theme('username', $account), '%message' => $result['errors']['message'], '%error' => $error)), 'error');
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}
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_salesforce_log_user($error, $result['errors']['message'], $account);
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return array('error' => $error);
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}
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break;
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}
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}
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/**
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* handle events (history) in salesforce
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*/
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function salesforce_event($op, $subject, $message, $account = NULL) {
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$account = _salesforce_select_account($account);
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$salesforce = salesforce();
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if (!$salesforce) return array('error' => 'NO_SALESFORCE_CONNECTION');
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$admin = user_access('administer salesforce');
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// contacts before leads
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if ($account->salesforce['contact_id']) {
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$id = $account->salesforce['contact_id'];
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} else if ($account->salesforce['lead_id']) {
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$id = $account->salesforce['lead_id'];
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} else {
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return array('error' => 'NO_CONTACT_OR_LEAD_ID');
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}
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// currently only setting up insert
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switch ($op) {
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case 'insert':
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$activityDate = new soapval('ActivityDateTime', 'dateTime', (string) $salesforce->getServerTimestamp());
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$event = new sObject('Event', NULL, array(
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'WhoId' => $id,
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$activityDate,
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'Subject' => t('%subject - %date', array('%subject' => $subject, '%date' => format_date(time(), 'large'))),
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'Description' => $message,
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'DurationInMinutes' => 1,
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));
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break;
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}
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$result = $salesforce->create($event);
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if ($result['success'] == 'true') {
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if ($admin) {
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drupal_set_message(t('an event was created in salesforce for the user %user', array('%user' => "<strong>$account->first_name $account->last_name</strong>")));
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return array('id' => $result['id'], 'status' => 'inserted');
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}
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} else {
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switch ($result['errors']['statusCode']) {
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/*
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case 'CANNOT_UPDATE_CONVERTED_LEAD':
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$contact_lookup = $salesforce->query("select id from contact where email = '$account->mail'");
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if (count($contact_lookup['records']) > 0) {
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$account->salesforce['contact_id'] = $contact_lookup['records']->id;
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} else {
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$error = 'event_insert';
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}
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break;
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*/
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default:
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$error = 'event_insert';
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break;
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}
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}
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// handle error control and log errors
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if ($error) {
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if ($admin) {
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drupal_set_message(t('an error occured <strong>[%error]</strong> during a salesforce event task for the user %user with the messasge - "%message"', array('%user' => theme('username', $account), '%message' => $result['errors']['message'], '%error' => $error)), 'error');
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}
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_salesforce_log_user($error, $result['errors']['message'], $account, 1, serialize($event));
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return array('error' => $error);
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}
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}
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/**
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* select from the salesforce contact table
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*/
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function salesforce_account_select($account = NULL, $params = array(), $cache = true) {
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$salesforce = salesforce();
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$account = _salesforce_select_account($account);
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// make sure we're dealing with a contact
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if (!$account->salesforce['contact_id']) return array('error' => 'NO_CONTACT_ID');
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$defaults = array('accountId');
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$params = array_merge($defaults, $params);
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// query salesforce for the contact's account_id
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$contact = $salesforce->query("SELECT ". implode(',', $params) ." FROM contact WHERE id = '". $account->salesforce['contact_id'] ."'");
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$id = $contact['records']->values['AccountId'];
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if ($id) {
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if ($cache) {
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_salesforce_insert('account_id', $id, $account);
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}
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return $contact['records']->values;
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}
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}
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/**
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* retreive contract information from an account
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*/
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function salesforce_contract_select($account = NULL, $params = array(), $defaults = true) {
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$salesforce = salesforce();
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$account = _salesforce_select_account($account);
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$admin = user_access('administer salesforce');
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// first we need to make sure we have an account_id to work with
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if (!$account->salesforce['account_id']) {
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$result = salesforce_account_select($account);
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$account->salesforce['account_id'] = $result['AccountId'];
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if (!$account->salesforce['account_id']) return array('error' => 'NO_ACCOUNT_ID_FOUND');
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}
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// merge default fields it required
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if ($defaults) {
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$default = array('Id', 'Status', 'ContractTerm', 'ContractNumber', 'ActivatedDate', 'StartDate', 'EndDate');
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$params = array_merge($default, $params);
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}
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// query salesforce for contract ids that this user has
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$result = $salesforce->query("SELECT id FROM contract WHERE accountId = '". $account->salesforce['account_id'] ."'");
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if (is_array($result['records'])) {
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foreach ($result['records'] as $row) {
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$contracts[] = $salesforce->retrieve('id', "contract", array($account->salesforce['account_id'], $account->salesforce['account_id']));
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}
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} else {
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$contracts = $salesforce->retrieve(implode(', ', $params), "contract", array($result['records']->id, $result['records']->id));
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}
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return $contracts;
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}
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