Merge pull request #4 from wazzac/task/readmemd

wazzac · web-flow · commit 36141e68ef45 · 2024-07-02T23:55:32.000+08:00
alpha/enhancements: Updated the readme.md details and applied a few c…
diff --git a/README.md b/README.md
@@ -14,30 +14,90 @@ The idea around this library is to make it very easy for a developer to define i
 
 After each first time successful sync, the CRM Object primary key will be stored in a mapping table against the local table primary key. This allows for quicker loading times for future changes.
 
-Update your Model with 4 properties that define the rules for 3rd-party CRM synchronization:
-- @var string|array|null `$syncModelCrmEnvironment`; *Required
-- @var array `$syncModelCrmPropertyMapping`; *Required
-- @var array `$syncModelCrmUniqueSearch`;
-- @var string `$syncModelCrmRelatedObject`;
-- @var array `$syncModelCrmDeleteRules`;
-- @var array `$syncModelCrmActiveRules`;
-- @var array `$syncModelCrmAssociateRules`;
+Update your Model with 7 properties that define the rules for 3rd-party CRM synchronization:
+
+-   @var string|array|null `$syncModelCrmEnvironment`;
+    > `config('sync_modeltocrm.api.environment')` will be used if not provided.
+-   @var array `$syncModelCrmPropertyMapping`; _\*Required_
+-   @var array `$syncModelCrmUniqueSearch`; _\*Required_
+-   @var string `$syncModelCrmRelatedObject`;
+    > `config('sync_modeltocrm.api.providers.{provider}.object_table_mapping')` will be used if this is not provided.
+-   @var array `$syncModelCrmDeleteRules`; _\*Required for delete actions_
+-   @var array `$syncModelCrmActiveRules`; _\*Required for restore actions_
+-   @var array `$syncModelCrmAssociateRules`; _\*Required when associations are true_
 
 Looking at the below example:
-1. the `User` Model will syncronize to both the `Sandbox` and `Production` **HubSpot** environments _($syncModelCrmEnvironment)_.
+
+1. The `User` Model will syncronize to both the `Sandbox` and `Production` **HubSpot** environments _($syncModelCrmEnvironment)_.
 2. It will only syncronize the `name` and `email` properties to the HubSpot corresponding `firstname` and `email` fields _($syncModelCrmPropertyMapping)_.
-3. When there is no internal mapping yet stored, the CRM record will be uniquely loaded using the `email` property _($syncModelCrmUniqueSearch)_.
+3. When there are no internal mapping yet stored, the CRM record will be uniquely loaded using the `email` property _($syncModelCrmUniqueSearch)_.
 4. In order for the script to know which remote CRM object relates to the User model, `contact` _($syncModelCrmRelatedObject)_ have to be defined as the remote item.
 5. The _($syncModelCrmDeleteRules)_ property is used to instruct the Crm what action to take when a local record is deleted/removed. For example, when _SoftDeletes_ are enabled locally, the crm will use the `soft_delete` rules to update the crm records or alternatively Archive the record in the crm.
 6. The reverse to the above, _($syncModelCrmActiveRules)_ will be used to define the action that will be taken when deleted records are activated again.
 7. Finally, the non-required _($syncModelCrmAssociateRules)_ property is used to define the relationship (associations) between objects. e.g. `user` to `entity`.
 
 ```PHP
+<?php
+
+namespace App\Models;
+
+// use Illuminate\Contracts\Auth\MustVerifyEmail;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Foundation\Auth\User as Authenticatable;
+use Illuminate\Notifications\Notifiable;
+use Laravel\Sanctum\HasApiTokens;
+use App\Models\Entity;
+use Illuminate\Database\Eloquent\SoftDeletes;
+use Wazza\SyncModelToCrm\Http\Controllers\CrmProviders\HubSpotController;
+use Wazza\SyncModelToCrm\Traits\crmTrait;
+
 class User extends Authenticatable
 {
-    // .
-    // ..
-    // ... original Model content above.
+    use HasApiTokens, HasFactory, Notifiable, SoftDeletes;
+
+    // include this if you wish to use the `Mutators function` or
+    // $this->syncToCrm() directly as appose to the observer method
+    use crmTrait;
+
+    /**
+     * The attributes that are mass assignable.
+     *
+     * @var array<int, string>
+     */
+    protected $fillable = [
+        'name',
+        'email',
+        'password',
+    ];
+
+    /**
+     * The attributes that should be hidden for serialization.
+     *
+     * @var array<int, string>
+     */
+    protected $hidden = [
+        'password',
+        'remember_token',
+    ];
+
+    /**
+     * The attributes that should be cast.
+     *
+     * @var array<string, string>
+     */
+    protected $casts = [
+        'email_verified_at' => 'datetime',
+        'password' => 'hashed',
+    ];
+
+    /**
+     * Function that will be used to return the relationship data
+     * @return type
+     */
+    public function entity()
+    {
+        return $this->belongsTo(Entity::class)->withTrashed();
+    }
 
     // --------------------------------------------------------------
     // Sync Model to CRM
@@ -46,33 +106,37 @@ class User extends Authenticatable
     /**
      * The CRM provider environment/s to use (e.g. production, sandbox, etc.)
      * Use an array to sync to multiple environments.
-     * `null` will take the default defined value from the config file.
+     * `null` (or not defined) will take the default from the config file.
      *
      * @var string|array|null
      */
-    public $syncModelCrmEnvironment = ['sandbox', 'production'];
+    public $syncModelCrmEnvironment = ['sandbox']; // ..or ['sandbox','production']
 
     /**
      * Mapping array for local and CRM properties
      * This will be the primary property used to cycle through the crm providers
+     * and properties to sync the model to the CRM.
+     * Required - if not provided, the sync will process will be skipped (no Exceptions will be thrown)
      *
      * @var array
      */
     public $syncModelCrmPropertyMapping = [
         'hubspot' => [
             'name' => 'firstname',
             'email' => 'email',
+            // ... add all the properties that you would like to sync
         ],
     ];
 
     /**
      * Unique filters for the CRM to locate the record if there is no internal mapping available.
+     * Not required, but strongly encouraged to be configured as to avoid any duplicate record creation in the crm
      *
      * @var array
      */
     public $syncModelCrmUniqueSearch = [
         'hubspot' => [
-            'email' => 'email',
+            'email' => 'email', // this will ensure that the search filter is unique
         ],
     ];
 
@@ -107,6 +171,8 @@ class User extends Authenticatable
     /**
      * The Crm Active/Restore rules to follow.
      * These will be the rules to follow for any new entries that are not soft-deleted.
+     *
+     * @var array
      */
     public $syncModelCrmActiveRules = [
         'hubspot' => [
@@ -127,28 +193,84 @@ class User extends Authenticatable
             'provider' => [
                 'hubspot' => [
                     [
-                        'association_category' => \Wazza\SyncModelToCrm\Http\Controllers\CrmProviders\HubSpotController::ASSOCIATION_CATEGORY__HUBSPOT_DEFINED,
-                        'association_type_id' => \Wazza\SyncModelToCrm\Http\Controllers\CrmProviders\HubSpotController::ASSOCIATION_TYPE_ID__CONTACT_TO_COMPANY_PRIMARY,
+                        'association_category' => HubSpotController::ASSOCIATION_CATEGORY__HUBSPOT_DEFINED,
+                        'association_type_id' => HubSpotController::ASSOCIATION_TYPE_ID__CONTACT_TO_COMPANY_PRIMARY,
                     ],
                     [
-                        'association_category' => \Wazza\SyncModelToCrm\Http\Controllers\CrmProviders\HubSpotController::ASSOCIATION_CATEGORY__HUBSPOT_DEFINED,
-                        'association_type_id' => \Wazza\SyncModelToCrm\Http\Controllers\CrmProviders\HubSpotController::ASSOCIATION_TYPE_ID__CONTACT_TO_COMPANY,
+                        'association_category' => HubSpotController::ASSOCIATION_CATEGORY__HUBSPOT_DEFINED,
+                        'association_type_id' => HubSpotController::ASSOCIATION_TYPE_ID__CONTACT_TO_COMPANY,
                     ],
                 ],
             ],
         ],
     ];
+
+    // --------------------------------------------------------------
+    // Custom Methods to initiate a sync
+    // --------------------------------------------------------------
+
+    /**
+     * (1) Register the observer in the AppServiceProvider boot method
+     *
+     * public function boot(): void
+     *  {
+     *      // register the observer/s
+     *      // ...refer the the template examples in the sync-model-to-crm repo for a observer working copy
+     *      \App\Models\User::observe(\App\Observers\UserObserver::class);
+     *  }
+     */
+
+
+    /**
+     * (2) Mutators function (Laravel 5.4 or above)
+     *
+     * Laravel provides mutators which are methods that can be defined on a model to modify
+     * attributes before they are saved. You can create a custom mutator named save that
+     * first calls the original save method using parent::save() and then performs your
+     * additional action.
+     *
+     * @param array $options
+     * @return void
+     */
+    public function save(array $options = [])
+    {
+        parent::save($options);
+
+        // lets call the syncModelToCrm method to sync the model to the CRM.
+        // refer to the trait for all the available methods
+        // $this->syncToCrmPatch(); -- disabled as we are currently using the observer method
+    }
 }
 ```
 
 ## Usage
 
-The are primarily 2 methods that you can use to initiate a Model sync.
+The are a few methods that you can use to initiate a Model sync.
 
 Executing `(new CrmController())->setModel($user)->execute();`:
+
 1. Directly in a controller action.
-2. Via a Observer. e.g. inside a UserObserver to trigger after a save() event. (see below)
+2. Using the trait inside the model as a type of Mutators function.
+3. Via a Observer. e.g. inside a UserObserver to trigger after a save() event. (see below)
+
     ```PHP
+    <?php
+
+    namespace App\Observers;
+
+    use App\Models\User;
+    use Wazza\SyncModelToCrm\Http\Controllers\CrmController;
+    use Illuminate\Contracts\Events\ShouldHandleEventsAfterCommit;
+
+    /**
+     * Register the observer in the AppServiceProvider boot method
+     *
+     * public function boot(): void
+     *  {
+     *      // register the observer/s
+     *      \App\Models\User::observe(\App\Observers\UserObserver::class);
+     *  }
+     */
     class UserObserver implements ShouldHandleEventsAfterCommit
     {
         /**
@@ -157,7 +279,10 @@ Executing `(new CrmController())->setModel($user)->execute();`:
         public function created(User $user): void
         {
             echo ('create...');
-            (new CrmController())->setModel($user)->execute(CrmController::EXEC_ACTION_CREATE);
+            (new CrmController())
+                ->setModel($user)
+                ->setAttemptCreate()
+                ->execute(true);
             echo ('created...');
         }
 
@@ -169,7 +294,8 @@ Executing `(new CrmController())->setModel($user)->execute();`:
             echo ('update...');
             (new CrmController())
                 ->setModel($user)
-                ->execute(CrmController::EXEC_ACTION_UPDATE, true);
+                ->setAttemptUpdate()
+                ->execute(true);
             echo ('updated...');
         }
 
@@ -180,7 +306,10 @@ Executing `(new CrmController())->setModel($user)->execute();`:
         public function deleted(User $user)
         {
             echo ('delete...');
-            (new CrmController())->setModel($user)->execute(CrmController::EXEC_ACTION_DELETE);
+            (new CrmController())
+                ->setModel($user)
+                ->setAttemptDelete()
+                ->execute();
             echo ('deleted...');
         }
 
@@ -191,7 +320,10 @@ Executing `(new CrmController())->setModel($user)->execute();`:
         public function restored(User $user): void
         {
             echo ('restore...');
-            (new CrmController())->setModel($user)->execute(CrmController::EXEC_ACTION_RESTORE);
+            (new CrmController())
+                ->setModel($user)
+                ->setAttemptRestore()
+                ->execute();
             echo ('restored...');
         }
 
@@ -210,10 +342,16 @@ Executing `(new CrmController())->setModel($user)->execute();`:
         public function saved(User $user): void
         {
             echo ('saving...');
+            (new CrmController())
+                ->setModel($user)
+                ->setAttemptAll() // open for anything...
+                ->execute();
+            echo ('saved...');
         }
     }
     ```
-3. Inside an event job. This is a good method to separate the logic from the save event and put the sync in a job queue to be processed shortly after the record has been saved.
+
+4. Inside an event job. This is a good method to separate the logic from the save event and put the sync in a job queue to be processed shortly after the record has been saved.
 
 ## Installation
 
@@ -259,6 +397,7 @@ Executing `(new CrmController())->setModel($user)->execute();`:
     ```
 
 4. Below are some of the environment keys that can be added to your _.env_ configuration. If you need more information what each item does, refer to the `config/sync_modeltocrm.php` config file.
+
     ```
     SYNC_MODEL_TO_CRM_HASH_SALT=Ey4cw2BHvi0HmGYjyqYr
     SYNC_MODEL_TO_CRM_HASH_ALGO=sha256
diff --git a/src/Http/Controllers/CrmController.php b/src/Http/Controllers/CrmController.php
@@ -601,13 +601,18 @@ public function execute($associate = false, $actionEnvironment = null, $actionPr
 
                 // set the filter actual values from the model data
                 $crmFilterData = [];
-                foreach ($crmFilters as $localProperty => $crmProperty) {
-                    $crmFilterData[$crmProperty] = $this->model->{$localProperty} ?? null;
+                if (!empty($crmFilters)) {
+                    foreach ($crmFilters as $localProperty => $crmProperty) {
+                        $crmFilterData[$crmProperty] = $this->model->{$localProperty} ?? null;
+                    }
                 }
                 $crmObject->logger->infoLow('Crm filter properties set as: ' . json_encode($crmFilterData));
 
+                // get the external object id
+                $extObjectId = $keyLookup->ext_object_id ?? null;
+
                 // load the crm data (if exists)
-                $crmObject->load($keyLookup->ext_object_id ?? null, $crmFilterData);
+                $crmObject->load($extObjectId, $crmFilterData);
 
                 // define what action is requested (create, update, delete, restore)
                 // -- (1) Patch: create a new record in the CRM -------------------
@@ -756,8 +761,10 @@ public function execute($associate = false, $actionEnvironment = null, $actionPr
 
                             // set the filter actual values from the model data
                             $crmAssocFilterData = [];
-                            foreach ($crmAssocFilters as $localProperty => $crmProperty) {
-                                $crmAssocFilterData[$crmProperty] = $associatedModel->{$localProperty} ?? null;
+                            if (!empty($crmAssocFilters)) {
+                                foreach ($crmAssocFilters as $localProperty => $crmProperty) {
+                                    $crmAssocFilterData[$crmProperty] = $associatedModel->{$localProperty} ?? null;
+                                }
                             }
                             $crmAssocObject->logger->infoLow('Crm filter properties set as: ' . json_encode($crmAssocFilterData));
 
