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', esc_html__( 'Generate an API token', 'advanced-form-integration' ), esc_html__( 'In Planhat go to Settings → Service Accounts → API Access Tokens.', 'advanced-form-integration' ), esc_html__( 'Create a Service Account or use an existing one and generate a token with the scopes you need.', 'advanced-form-integration' ), esc_html__( 'Copy the token immediately – Planhat only shows it once.', 'advanced-form-integration' ), esc_html__( 'Connect the token to AFI', 'advanced-form-integration' ), esc_html__( 'Paste the token below and give the credential a recognizable title, then click "Save & Authenticate".', 'advanced-form-integration' ), esc_html__( 'Leave Base URL blank to use https://api.planhat.com or override it if your tenant uses a regional endpoint.', 'advanced-form-integration' ), esc_html__( 'Select the saved credential when creating an integration and map the company fields you want to send.', 'advanced-form-integration' ), esc_html__( 'AFI sends requests with the Authorization: Bearer header and supports create/update operations in Pro.', 'advanced-form-integration' ), esc_html__( 'Upgrade to Planhat CRM [PRO] to sync end users, update existing companies, and push custom field payloads.', 'advanced-form-integration' ) ); echo adfoin_platform_settings_template( $title, $key, $arguments, $instructions ); // phpcs:ignore WordPress.Security.EscapeOutput.OutputNotEscaped } add_action( 'adfoin_add_js_fields', 'adfoin_planhat_js_fields', 10, 1 ); function adfoin_planhat_js_fields( $field_data ) {} // phpcs:ignore WordPress.CodeAnalysis.UnusedFunctionParameter.Found add_action( 'adfoin_action_fields', 'adfoin_planhat_action_fields' ); function adfoin_planhat_action_fields() { ?> 'name', 'value' => __( 'Company Name', 'advanced-form-integration' ), 'required' => true ), array( 'key' => 'externalId', 'value' => __( 'External ID', 'advanced-form-integration' ) ), array( 'key' => 'sourceId', 'value' => __( 'Source ID', 'advanced-form-integration' ) ), array( 'key' => 'status', 'value' => __( 'Status', 'advanced-form-integration' ) ), array( 'key' => 'phase', 'value' => __( 'Lifecycle Phase', 'advanced-form-integration' ) ), array( 'key' => 'description', 'value' => __( 'Description', 'advanced-form-integration' ), 'type' => 'textarea' ), array( 'key' => 'country', 'value' => __( 'Country', 'advanced-form-integration' ) ), array( 'key' => 'city', 'value' => __( 'City', 'advanced-form-integration' ) ), array( 'key' => 'zip', 'value' => __( 'Postal Code', 'advanced-form-integration' ) ), array( 'key' => 'address', 'value' => __( 'Street Address', 'advanced-form-integration' ) ), array( 'key' => 'phonePrimary', 'value' => __( 'Primary Phone', 'advanced-form-integration' ) ), array( 'key' => 'web', 'value' => __( 'Website', 'advanced-form-integration' ) ), array( 'key' => 'tags', 'value' => __( 'Tags (comma separated)', 'advanced-form-integration' ) ), ); wp_send_json_success( $fields ); } add_action( 'adfoin_planhat_job_queue', 'adfoin_planhat_job_queue', 10, 1 ); function adfoin_planhat_job_queue( $data ) { adfoin_planhat_send_company( $data['record'], $data['posted_data'] ); } function adfoin_planhat_send_company( $record, $posted_data ) { $record_data = json_decode( $record['data'], true ); if ( adfoin_check_conditional_logic( $record_data['action_data']['cl'] ?? array(), $posted_data ) ) { return; } $field_data = isset( $record_data['field_data'] ) ? $record_data['field_data'] : array(); $cred_id = isset( $field_data['credId'] ) ? $field_data['credId'] : ''; if ( ! $cred_id ) { return; } $credentials = adfoin_planhat_get_credentials( $cred_id ); if ( is_wp_error( $credentials ) ) { return; } $mapped_fields = array(); foreach ( $field_data as $key => $value ) { if ( 'credId' === $key ) { continue; } $parsed = adfoin_get_parsed_values( $value, $posted_data ); if ( '' === $parsed || null === $parsed ) { continue; } $mapped_fields[ $key ] = $parsed; } if ( empty( $mapped_fields['name'] ) ) { return; } if ( isset( $mapped_fields['tags'] ) && is_string( $mapped_fields['tags'] ) ) { $mapped_fields['tags'] = adfoin_planhat_prepare_list_field( $mapped_fields['tags'] ); } $payload = adfoin_planhat_build_payload( $mapped_fields ); if ( empty( $payload ) ) { return; } adfoin_planhat_request( 'companies', 'POST', $payload, $record, $credentials ); } function adfoin_planhat_credentials_list() { $credentials = adfoin_read_credentials( 'planhat' ); foreach ( $credentials as $option ) { printf( '', esc_attr( $option['id'] ), esc_html( $option['title'] ) ); } } function adfoin_planhat_get_credentials( $cred_id ) { $credentials = adfoin_get_credentials_by_id( 'planhat', $cred_id ); if ( ! $credentials ) { return new WP_Error( 'missing_credentials', __( 'Planhat credentials not found.', 'advanced-form-integration' ) ); } return $credentials; } if ( ! function_exists( 'adfoin_planhat_request' ) ) : function adfoin_planhat_request( $endpoint, $method = 'GET', $data = array(), $record = array(), $credentials = array() ) { $token = isset( $credentials['apiToken'] ) ? trim( $credentials['apiToken'] ) : ''; if ( '' === $token ) { return new WP_Error( 'missing_token', __( 'Planhat API token is missing.', 'advanced-form-integration' ) ); } $base_url = isset( $credentials['baseUrl'] ) && '' !== trim( $credentials['baseUrl'] ) ? rtrim( trim( $credentials['baseUrl'] ), '/' ) : 'https://api.planhat.com'; $url = trailingslashit( $base_url ) . ltrim( $endpoint, '/' ); $args = array( 'timeout' => 30, 'method' => strtoupper( $method ), 'headers' => array( 'Content-Type' => 'application/json', 'Authorization' => 'Bearer ' . $token, ), ); if ( in_array( $args['method'], array( 'POST', 'PUT', 'PATCH' ), true ) ) { $args['body'] = wp_json_encode( $data ); } $response = wp_remote_request( $url, $args ); if ( $record ) { adfoin_add_to_log( $response, $url, $args, $record ); } return $response; } endif; if ( ! function_exists( 'adfoin_planhat_build_payload' ) ) : function adfoin_planhat_build_payload( $fields ) { $payload = array(); foreach ( $fields as $path => $value ) { adfoin_planhat_assign_path( $payload, $path, adfoin_planhat_normalize_value( $path, $value ) ); } return $payload; } endif; if ( ! function_exists( 'adfoin_planhat_assign_path' ) ) : function adfoin_planhat_assign_path( array &$target, $path, $value ) { if ( '' === $path ) { return; } $segments = explode( '.', $path ); $ref =& $target; foreach ( $segments as $index => $segment ) { $is_last = ( $index === count( $segments ) - 1 ); if ( preg_match( '/^([^\[\]]+)\[(\d+)\]$/', $segment, $matches ) ) { $key = $matches[1]; $i = (int) $matches[2]; if ( ! isset( $ref[ $key ] ) || ! is_array( $ref[ $key ] ) ) { $ref[ $key ] = array(); } if ( ! isset( $ref[ $key ][ $i ] ) || ! is_array( $ref[ $key ][ $i ] ) ) { $ref[ $key ][ $i ] = array(); } if ( $is_last ) { $ref[ $key ][ $i ] = $value; } else { $ref =& $ref[ $key ][ $i ]; } continue; } if ( $is_last ) { $ref[ $segment ] = $value; } else { if ( ! isset( $ref[ $segment ] ) || ! is_array( $ref[ $segment ] ) ) { $ref[ $segment ] = array(); } $ref =& $ref[ $segment ]; } } } endif; if ( ! function_exists( 'adfoin_planhat_normalize_value' ) ) : function adfoin_planhat_normalize_value( $path, $value ) { if ( is_array( $value ) ) { return $value; } if ( is_string( $value ) ) { $trimmed = trim( $value ); if ( '' === $trimmed ) { return ''; } if ( in_array( strtolower( $trimmed ), array( 'true', 'false' ), true ) ) { return 'true' === strtolower( $trimmed ); } if ( is_numeric( $trimmed ) ) { return $trimmed + 0; } } return $value; } endif; function adfoin_planhat_prepare_list_field( $value ) { if ( is_array( $value ) ) { return array_values( array_filter( array_map( 'trim', $value ), 'strlen' ) ); } if ( is_string( $value ) ) { $parts = array_map( 'trim', explode( ',', $value ) ); $parts = array_filter( $parts, 'strlen' ); return array_values( $parts ); } return array(); }