__( 'Wealthbox', 'advanced-form-integration' ),
'tasks' => array(
'add_contact' => __( 'Add Contact', 'advanced-form-integration' ),
),
);
return $actions;
}
/**
* Get Wealthbox credentials by ID
*
* @param string $cred_id Credential ID (optional, can be from $_POST)
* @return array Array with 'api_token' key, or empty string if not found
*/
function adfoin_wealthbox_get_credentials( $cred_id = '' ) {
// If no cred_id provided, try to get from POST
if ( empty( $cred_id ) && isset( $_POST['credId'] ) ) {
$cred_id = sanitize_text_field( $_POST['credId'] );
}
$api_token = '';
if ( $cred_id ) {
$credentials = adfoin_read_credentials( 'wealthbox' );
foreach ( $credentials as $single ) {
if ( $single['id'] == $cred_id ) {
$api_token = $single['api_token'];
break;
}
}
} else {
// Fallback to old options if no cred_id provided
$api_token = ( get_option( 'adfoin_wealthbox_api_token' ) ? get_option( 'adfoin_wealthbox_api_token' ) : '' );
}
return array(
'api_token' => $api_token,
);
}
add_filter(
'adfoin_settings_tabs',
'adfoin_wealthbox_settings_tab',
10,
1
);
function adfoin_wealthbox_settings_tab( $providers ) {
$providers['wealthbox'] = __( 'Wealthbox', 'advanced-form-integration' );
return $providers;
}
add_action(
'adfoin_settings_view',
'adfoin_wealthbox_settings_view',
10,
1
);
function adfoin_wealthbox_settings_view( $current_tab ) {
if ( $current_tab != 'wealthbox' ) {
return;
}
// Load Account Manager
if ( !class_exists( 'ADFOIN_Account_Manager' ) ) {
require_once plugin_dir_path( __FILE__ ) . '../../includes/class-adfoin-account-manager.php';
}
// Migrate old settings if they exist and no new credentials exist
$old_api_token = get_option( 'adfoin_wealthbox_api_token' );
$existing_creds = adfoin_read_credentials( 'wealthbox' );
if ( $old_api_token && empty( $existing_creds ) ) {
$new_cred = array(
'id' => uniqid(),
'title' => 'Default Account',
'api_token' => $old_api_token,
);
adfoin_save_credentials( 'wealthbox', array($new_cred) );
}
$fields = array(array(
'name' => 'api_token',
'label' => __( 'API Access Token', 'advanced-form-integration' ),
'type' => 'text',
'required' => true,
'placeholder' => __( 'Please enter API Key', 'advanced-form-integration' ),
'mask' => true,
'show_in_table' => true,
));
$instructions = '
- ' . __( 'Go to Settings > API Access in your Wealthbox account.', 'advanced-form-integration' ) . '
- ' . __( 'Click Create Access Token.', 'advanced-form-integration' ) . '
- ' . __( 'Enter your API Access Token above.', 'advanced-form-integration' ) . '
- ' . __( 'Click "Add Account" and save your credentials.', 'advanced-form-integration' ) . '
';
ADFOIN_Account_Manager::render_settings_view(
'wealthbox',
'Wealthbox',
$fields,
$instructions
);
}
// AJAX Hooks for Account Manager
add_action( 'wp_ajax_adfoin_get_wealthbox_credentials', 'adfoin_get_wealthbox_credentials' );
function adfoin_get_wealthbox_credentials() {
if ( !class_exists( 'ADFOIN_Account_Manager' ) ) {
require_once plugin_dir_path( __FILE__ ) . '../../includes/class-adfoin-account-manager.php';
}
ADFOIN_Account_Manager::ajax_get_credentials( 'wealthbox' );
}
add_action( 'wp_ajax_adfoin_save_wealthbox_credentials', 'adfoin_save_wealthbox_credentials' );
function adfoin_save_wealthbox_credentials() {
if ( !class_exists( 'ADFOIN_Account_Manager' ) ) {
require_once plugin_dir_path( __FILE__ ) . '../../includes/class-adfoin-account-manager.php';
}
ADFOIN_Account_Manager::ajax_save_credentials( 'wealthbox', array('api_token') );
}
add_action( 'wp_ajax_adfoin_get_wealthbox_credentials_list', 'adfoin_wealthbox_get_credentials_list_ajax' );
function adfoin_wealthbox_get_credentials_list_ajax() {
if ( !wp_verify_nonce( $_POST['_nonce'], 'advanced-form-integration' ) ) {
return;
}
if ( !class_exists( 'ADFOIN_Account_Manager' ) ) {
require_once plugin_dir_path( __FILE__ ) . '../../includes/class-adfoin-account-manager.php';
}
$fields = array(array(
'name' => 'api_token',
'mask' => true,
));
ADFOIN_Account_Manager::ajax_get_credentials_list( 'wealthbox', $fields );
}
add_action(
'adfoin_add_js_fields',
'adfoin_wealthbox_js_fields',
10,
1
);
function adfoin_wealthbox_js_fields( $field_data ) {
}
add_action( 'adfoin_action_fields', 'adfoin_wealthbox_action_fields' );
function adfoin_wealthbox_action_fields() {
?>
users, 'name', 'id' );
wp_send_json_success( $users );
}
/*
* Wealthbox API Request
*/
function adfoin_wealthbox_request(
$endpoint,
$method = 'GET',
$data = array(),
$record = array(),
$cred_id = ''
) {
$credentials = adfoin_wealthbox_get_credentials( $cred_id );
$api_token = $credentials['api_token'];
if ( !$api_token ) {
return;
}
$base_url = 'https://api.crmworkspace.com/v1/';
$url = $base_url . $endpoint;
$args = array(
'method' => $method,
'headers' => array(
'Content-Type' => 'application/json',
'ACCESS_TOKEN' => $api_token,
),
);
if ( 'POST' == $method || 'PUT' == $method ) {
$args['body'] = json_encode( $data );
}
$response = wp_remote_request( $url, $args );
if ( $record ) {
adfoin_add_to_log(
$response,
$url,
$args,
$record
);
}
return $response;
}
add_action(
'adfoin_wealthbox_job_queue',
'adfoin_wealthbox_job_queue',
10,
1
);
function adfoin_wealthbox_job_queue( $data ) {
adfoin_wealthbox_send_data( $data['record'], $data['posted_data'] );
}
/*
* Handles sending data to wealthbox API
*/
function adfoin_wealthbox_send_data( $record, $posted_data ) {
$record_data = json_decode( $record["data"], true );
$field_data = ( isset( $record_data['field_data'] ) ? $record_data['field_data'] : array() );
$cred_id = ( isset( $field_data['credId'] ) ? $field_data['credId'] : '' );
$credentials = adfoin_wealthbox_get_credentials( $cred_id );
$api_token = $credentials['api_token'];
if ( !$api_token ) {
return;
}
if ( array_key_exists( 'cl', $record_data['action_data'] ) ) {
if ( $record_data['action_data']['cl']['active'] == 'yes' ) {
if ( !adfoin_match_conditional_logic( $record_data['action_data']['cl'], $posted_data ) ) {
return;
}
}
}
$data = $record_data['field_data'];
$task = $record['task'];
$owner = $data["owner"];
if ( $task == 'add_contact' ) {
$prefix = ( empty( $data['prefix'] ) ? '' : adfoin_get_parsed_values( $data['prefix'], $posted_data ) );
$firstName = ( empty( $data['firstName'] ) ? '' : adfoin_get_parsed_values( $data['firstName'], $posted_data ) );
$middleName = ( empty( $data['middleName'] ) ? '' : adfoin_get_parsed_values( $data['middleName'], $posted_data ) );
$lastName = ( empty( $data['lastName'] ) ? '' : adfoin_get_parsed_values( $data['lastName'], $posted_data ) );
$suffix = ( empty( $data['suffix'] ) ? '' : adfoin_get_parsed_values( $data['suffix'], $posted_data ) );
$nickname = ( empty( $data['nickname'] ) ? '' : adfoin_get_parsed_values( $data['nickname'], $posted_data ) );
$twitterName = ( empty( $data['twitterName'] ) ? '' : adfoin_get_parsed_values( $data['twitterName'], $posted_data ) );
$linkedinUrl = ( empty( $data['linkedinUrl'] ) ? '' : adfoin_get_parsed_values( $data['linkedinUrl'], $posted_data ) );
$contactSource = ( empty( $data['contactSource'] ) ? '' : adfoin_get_parsed_values( $data['contactSource'], $posted_data ) );
$contactType = ( empty( $data['contactType'] ) ? '' : adfoin_get_parsed_values( $data['contactType'], $posted_data ) );
$status = ( empty( $data['status'] ) ? '' : adfoin_get_parsed_values( $data['status'], $posted_data ) );
$maritalStatus = ( empty( $data['maritalStatus'] ) ? '' : adfoin_get_parsed_values( $data['maritalStatus'], $posted_data ) );
$jobTitle = ( empty( $data['jobTitle'] ) ? '' : adfoin_get_parsed_values( $data['jobTitle'], $posted_data ) );
$companyName = ( empty( $data['companyName'] ) ? '' : adfoin_get_parsed_values( $data['companyName'], $posted_data ) );
$backgroundInfo = ( empty( $data['backgroundInfo'] ) ? '' : adfoin_get_parsed_values( $data['backgroundInfo'], $posted_data ) );
$gender = ( empty( $data['gender'] ) ? '' : adfoin_get_parsed_values( $data['gender'], $posted_data ) );
$householdTitle = ( empty( $data['householdTitle'] ) ? '' : adfoin_get_parsed_values( $data['householdTitle'], $posted_data ) );
$householdName = ( empty( $data['householdName'] ) ? '' : adfoin_get_parsed_values( $data['householdName'], $posted_data ) );
$personalemail = ( empty( $data['personalEmail'] ) ? '' : adfoin_get_parsed_values( $data['personalEmail'], $posted_data ) );
$workemail = ( empty( $data['workEmail'] ) ? '' : adfoin_get_parsed_values( $data['workEmail'], $posted_data ) );
$emailType = ( empty( $data['emailType'] ) ? '' : adfoin_get_parsed_values( $data['emailType'], $posted_data ) );
$primaryemail = ( empty( $data['primaryemail'] ) ? '' : adfoin_get_parsed_values( $data['primaryemail'], $posted_data ) );
$mobile = ( empty( $data['mobile'] ) ? '' : adfoin_get_parsed_values( $data['mobile'], $posted_data ) );
$workPhone = ( empty( $data['workPhone'] ) ? '' : adfoin_get_parsed_values( $data['workPhone'], $posted_data ) );
$homePhone = ( empty( $data['homePhone'] ) ? '' : adfoin_get_parsed_values( $data['homePhone'], $posted_data ) );
$phoneType = ( empty( $data['phoneType'] ) ? '' : adfoin_get_parsed_values( $data['phoneType'], $posted_data ) );
$primaryPhoneNo = ( empty( $data['primaryPhoneNo'] ) ? '' : adfoin_get_parsed_values( $data['primaryPhoneNo'], $posted_data ) );
$tags = ( empty( $data['tags'] ) ? '' : adfoin_get_parsed_values( $data['tags'], $posted_data ) );
$birthDate = ( empty( $data['birthDate'] ) ? '' : adfoin_get_parsed_values( $data['birthDate'], $posted_data ) );
$addressLine1 = ( empty( $data['addressLine1'] ) ? '' : adfoin_get_parsed_values( $data['addressLine1'], $posted_data ) );
$addressLine2 = ( empty( $data['addressLine2'] ) ? '' : adfoin_get_parsed_values( $data['addressLine2'], $posted_data ) );
$city = ( empty( $data['city'] ) ? '' : adfoin_get_parsed_values( $data['city'], $posted_data ) );
$state = ( empty( $data['state'] ) ? '' : adfoin_get_parsed_values( $data['state'], $posted_data ) );
$country = ( empty( $data['country'] ) ? '' : adfoin_get_parsed_values( $data['country'], $posted_data ) );
$zipCode = ( empty( $data['zipCode'] ) ? '' : adfoin_get_parsed_values( $data['zipCode'], $posted_data ) );
$kind = ( empty( $data['kind'] ) ? '' : adfoin_get_parsed_values( $data['kind'], $posted_data ) );
$webAddress = ( empty( $data['webAddress'] ) ? '' : adfoin_get_parsed_values( $data['webAddress'], $posted_data ) );
$webType = ( empty( $data['webType'] ) ? '' : adfoin_get_parsed_values( $data['webType'], $posted_data ) );
$taskName = ( empty( $data['taskName'] ) ? '' : adfoin_get_parsed_values( $data['taskName'], $posted_data ) );
$dueDate = ( empty( $data['dueDate'] ) ? '' : adfoin_get_parsed_values( $data['dueDate'], $posted_data ) );
$category = ( empty( $data['category'] ) ? '' : adfoin_get_parsed_values( $data['category'], $posted_data ) );
$priority = ( empty( $data['priority'] ) ? '' : adfoin_get_parsed_values( $data['priority'], $posted_data ) );
$description = ( empty( $data['description'] ) ? '' : adfoin_get_parsed_values( $data['description'], $posted_data ) );
$linkedTo = ( empty( $data['linkedTo'] ) ? '' : adfoin_get_parsed_values( $data['linkedTo'], $posted_data ) );
$assignedTo = ( empty( $data['assignedTo'] ) ? '' : adfoin_get_parsed_values( $data['assignedTo'], $posted_data ) );
$repeats = ( empty( $data['repeats'] ) ? '' : adfoin_get_parsed_values( $data['repeats'], $posted_data ) );
$request_data = array(
"prefix" => $prefix,
"first_name" => $firstName,
"middle_name" => $middleName,
"last_name" => $lastName,
"suffix" => $suffix,
"nickname" => $nickname,
"twitter_name" => $twitterName,
"linkedin_url" => $linkedinUrl,
"contact_source" => $contactSource,
"contact_type" => $contactType,
"status" => $status,
"marital_status" => $maritalStatus,
"job_title" => $jobTitle,
"company_name" => $companyName,
"background_information" => $backgroundInfo,
"birth_date" => $birthDate,
"household" => array(
"name" => $householdName,
"title" => $householdTitle,
),
"gender" => $gender,
);
if ( $addressLine1 || $addressLine2 || $city || $state || $zipCode || $country ) {
$request_data['street_addresses'] = array(array(
"street_line_1" => $addressLine1,
"street_line_2" => $addressLine2,
"city" => $city,
"state" => $state,
"zip_code" => $zipCode,
"country" => $country,
"kind" => $kind,
));
}
if ( $personalemail || $workemail ) {
$request_data['email_addresses'] = array();
if ( $personalemail ) {
$request_data["email_addresses"][] = array(
"address" => $personalemail,
"kind" => 'personal',
);
}
if ( $workemail ) {
$request_data["email_addresses"][] = array(
"address" => $workemail,
"kind" => 'work',
);
}
}
if ( $mobile || $workPhone || $homePhone ) {
$request_data['phone_numbers'] = array();
if ( $mobile ) {
$request_data['phone_numbers'][] = array(
'address' => $mobile,
'kind' => 'Mobile',
);
}
if ( $homePhone ) {
$request_data['phone_numbers'][] = array(
'address' => $homePhone,
'kind' => 'Home',
);
}
if ( $workPhone ) {
$request_data['phone_numbers'][] = array(
'address' => $workPhone,
'kind' => 'Work',
);
}
}
// if ($phoneNo) {
// $request_data["phone_numbers"][] = array(
// array(
// "address" => $phoneNo,
// "principal" => $primaryPhoneNo,
// "extension" => "",
// "kind" => $phoneType,
// ),
// );
// }
if ( $webAddress ) {
$request_data["websites"] = array(array(
"address" => $webAddress,
"kind" => $webType,
));
}
if ( $owner ) {
$request_data['assigned_to'] = $owner;
}
$request_data = array_filter( $request_data );
$return = adfoin_wealthbox_request(
'contacts',
'POST',
$request_data,
$record,
$cred_id
);
}
return;
}