774 lines
24 KiB
PHP
774 lines
24 KiB
PHP
<?php
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/************************************************************************
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* This file is part of EspoCRM.
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*
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* EspoCRM – Open Source CRM application.
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* Copyright (C) 2014-2025 EspoCRM, Inc.
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* Website: https://www.espocrm.com
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*
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* This program is free software: you can redistribute it and/or modify
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* it under the terms of the GNU Affero General Public License as published by
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* the Free Software Foundation, either version 3 of the License, or
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* (at your option) any later version.
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*
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* This program is distributed in the hope that it will be useful,
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* but WITHOUT ANY WARRANTY; without even the implied warranty of
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* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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* GNU Affero General Public License for more details.
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*
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* You should have received a copy of the GNU Affero General Public License
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* along with this program. If not, see <https://www.gnu.org/licenses/>.
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*
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* The interactive user interfaces in modified source and object code versions
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* of this program must display Appropriate Legal Notices, as required under
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* Section 5 of the GNU Affero General Public License version 3.
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*
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* In accordance with Section 7(b) of the GNU Affero General Public License version 3,
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* these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
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************************************************************************/
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namespace Espo\Tools\LeadCapture;
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use Espo\Core\Exceptions\Forbidden;
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use Espo\Core\Field\Link;
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use Espo\Core\FieldValidation\Exceptions\ValidationError;
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use Espo\Core\FieldValidation\Failure as ValidationFailure;
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use Espo\Core\FieldValidation\Type as ValidationType;
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use Espo\Core\Name\Field;
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use Espo\Core\PhoneNumber\Sanitizer as PhoneNumberSanitizer;
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use Espo\Core\Job\JobSchedulerFactory;
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use Espo\Core\Exceptions\BadRequest;
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use Espo\Core\Exceptions\Error;
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use Espo\Core\Exceptions\NotFound;
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use Espo\Core\FieldValidation\FieldValidationManager;
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use Espo\Core\FieldValidation\FieldValidationParams as ValidationParams;
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use Espo\Core\HookManager;
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use Espo\Core\Job\QueueName;
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use Espo\Core\ORM\EntityManager;
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use Espo\Core\Record\ServiceContainer;
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use Espo\Core\Utils\DateTime as DateTimeUtil;
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use Espo\Core\Utils\FieldUtil;
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use Espo\Core\Utils\Language;
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use Espo\Core\Utils\Log;
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use Espo\ORM\Entity;
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use Espo\Entities\UniqueId;
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use Espo\Entities\LeadCapture;
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use Espo\Entities\LeadCaptureLogRecord;
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use Espo\Modules\Crm\Entities\Campaign;
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use Espo\Modules\Crm\Entities\TargetList;
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use Espo\Modules\Crm\Tools\Campaign\LogService as CampaignService;
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use Espo\Modules\Crm\Entities\Contact;
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use Espo\Modules\Crm\Entities\Lead;
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use Espo\Tools\LeadCapture\Jobs\OptInConfirmation;
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use Espo\Tools\Captcha\Checker as CaptchaChecker;
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use stdClass;
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use DateTime;
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class CaptureService
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{
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public function __construct(
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private EntityManager $entityManager,
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private FieldUtil $fieldUtil,
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private Language $defaultLanguage,
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private HookManager $hookManager,
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private Log $log,
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private FieldValidationManager $fieldValidationManager,
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private JobSchedulerFactory $jobSchedulerFactory,
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private CampaignService $campaignService,
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private PhoneNumberSanitizer $phoneNumberSanitizer,
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private ServiceContainer $serviceContainer,
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private CaptchaChecker $captchaChecker,
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) {}
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/**
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* Capture a lead from a web form.
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*
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* @param string $id A form ID.
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* @param stdClass $data A payload.
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* @param ?string $captchaToken A captcha token.
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* @throws BadRequest
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* @throws Error
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* @throws NotFound
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* @throws Forbidden
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*/
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public function captureForm(string $id, stdClass $data, ?string $captchaToken = null): FormResult
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{
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$leadCapture = $this->getLeadCaptureByFormId($id);
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$apiKey = $leadCapture->getApiKey();
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if (!$apiKey) {
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throw new Error("No API key.");
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}
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if ($leadCapture->hasFormCaptcha()) {
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$this->captchaChecker->check($captchaToken ?? '', 'leadCaptureSubmit');
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}
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$this->capture($apiKey, $data);
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return new FormResult(
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redirectUrl: $leadCapture->getFormSuccessRedirectUrl(),
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);
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}
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/**
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* Capture a lead. A main entry method.
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*
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* @param string $apiKey An API key.
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* @param stdClass $data A payload.
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* @throws BadRequest
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* @throws Error
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* @throws NotFound
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*/
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public function capture(string $apiKey, stdClass $data): void
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{
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$leadCapture = $this->getLeadCapture($apiKey);
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if (!$leadCapture->optInConfirmation()) {
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$this->proceed($leadCapture, $data);
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return;
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}
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if (empty($data->emailAddress)) {
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throw new Error('LeadCapture: No emailAddress passed in the payload.');
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}
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if (!$leadCapture->getOptInConfirmationEmailTemplateId()) {
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throw new Error('LeadCapture: No optInConfirmationEmailTemplate specified.');
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}
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$lead = $this->getLeadWithPopulatedData($leadCapture, $data);
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$target = $lead;
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$duplicateData = $this->findLeadDuplicates($leadCapture, $lead);
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if ($duplicateData['lead']) {
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$target = $duplicateData['lead'];
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}
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if ($duplicateData['contact']) {
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$target = $duplicateData['contact'];
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}
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$hasDuplicate = $duplicateData['lead'] || $duplicateData['contact'];
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$isLogged = false;
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if ($hasDuplicate) {
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$this->log($leadCapture, $target, $data, false);
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$isLogged = true;
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$targetListId = $leadCapture->getTargetListId();
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if ($leadCapture->skipOptInConfirmationIfSubscribed() && $targetListId) {
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$isAlreadyOptedIn = $this->isTargetOptedIn($target, $targetListId);
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if ($isAlreadyOptedIn) {
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$this->log->debug("LeadCapture: Already opted in. Skipped.");
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return;
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}
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}
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}
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if ($leadCapture->createLeadBeforeOptInConfirmation() && !$hasDuplicate) {
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$this->entityManager->saveEntity($lead);
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/** @noinspection PhpRedundantOptionalArgumentInspection */
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$this->log($leadCapture, $target, $data, true);
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$isLogged = true;
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}
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$lifetime = $leadCapture->getOptInConfirmationLifetime();
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if (!$lifetime) {
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$lifetime = 100;
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}
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$dt = new DateTime();
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$dt->modify('+' . $lifetime . ' hours');
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$terminateAt = $dt->format(DateTimeUtil::SYSTEM_DATE_TIME_FORMAT);
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/** @var UniqueId $uniqueId */
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$uniqueId = $this->entityManager->getNewEntity(UniqueId::ENTITY_TYPE);
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$uniqueId->set([
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'terminateAt' => $terminateAt,
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'data' => (object) [
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'leadCaptureId' => $leadCapture->getId(),
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'data' => $data,
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'leadId' => $lead->hasId() ? $lead->getId() : null,
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'isLogged' => $isLogged,
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],
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]);
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$this->entityManager->saveEntity($uniqueId);
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$this->jobSchedulerFactory
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->create()
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->setClassName(OptInConfirmation::class)
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->setData([
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'id' => $uniqueId->getIdValue(),
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])
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->setQueue(QueueName::E0)
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->schedule();
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}
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/**
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* @throws BadRequest
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* @throws NotFound
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* @throws Error
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*/
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private function proceed(
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LeadCapture $leadCapture,
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stdClass $data,
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?string $leadId = null,
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bool $isLogged = false
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): void {
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if ($leadId) {
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/** @var ?Lead $lead */
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$lead = $this->entityManager->getEntityById(Lead::ENTITY_TYPE, $leadId);
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if (!$lead) {
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throw new NotFound("Lead '$leadId' not found.");
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}
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} else {
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$lead = $this->getLeadWithPopulatedData($leadCapture, $data);
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}
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$campaign = null;
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/** @var ?string $campaignId */
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$campaignId = $leadCapture->getCampaignId();
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if ($campaignId) {
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$campaign = $this->entityManager->getEntityById(Campaign::ENTITY_TYPE, $campaignId);
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}
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$toRelateLead = false;
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$target = $lead;
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$duplicateData = $this->findLeadDuplicates($leadCapture, $lead);
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$duplicate = $duplicateData['lead'];
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$contact = $duplicateData['contact'];
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$targetLead = $duplicateData['lead'] ?? $lead;
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if ($contact) {
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assert($contact instanceof Contact);
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$target = $contact;
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}
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if ($duplicate) {
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assert($duplicate instanceof Lead);
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$lead = $duplicate;
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if (!$contact) {
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$target = $lead;
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}
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}
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$isContactOptedIn = false;
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$targetListId = $leadCapture->getTargetListId();
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if ($leadCapture->subscribeToTargetList() && $targetListId) {
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$isAlreadyOptedIn = false;
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if ($contact && $leadCapture->subscribeContactToTargetList()) {
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$isAlreadyOptedIn = $this->isTargetOptedIn($contact, $targetListId);
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$isContactOptedIn = $isAlreadyOptedIn;
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if (!$isAlreadyOptedIn) {
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$this->entityManager
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->getRDBRepository(Contact::ENTITY_TYPE)
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->getRelation($contact, 'targetLists')
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->relateById($targetListId, ['optedOut' => false]);
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$isAlreadyOptedIn = true;
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if ($campaign) {
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$this->campaignService->logOptedIn($campaign->getId(), null, $contact);
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}
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$targetList = $this->entityManager->getEntityById(TargetList::ENTITY_TYPE, $targetListId);
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if ($targetList) {
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$this->hookManager->process(TargetList::ENTITY_TYPE, 'afterOptIn', $targetList, [], [
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'link' => 'contacts',
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'targetId' => $contact->getId(),
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'targetType' => Contact::ENTITY_TYPE,
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'leadCaptureId' => $leadCapture->getId(),
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]);
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}
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}
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}
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if (!$isAlreadyOptedIn) {
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if ($targetLead->isNew()) {
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$toRelateLead = true;
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} else {
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$isAlreadyOptedIn = $this->isTargetOptedIn($targetLead, $targetListId);
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if (!$isAlreadyOptedIn) {
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$toRelateLead = true;
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}
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}
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}
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}
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if (
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$contact &&
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(!$isContactOptedIn || !$leadCapture->subscribeToTargetList()) &&
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$leadCapture->subscribeContactToTargetList()
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) {
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$this->hookManager->process(LeadCapture::ENTITY_TYPE, 'afterLeadCapture', $leadCapture, [], [
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'targetId' => $contact->getId(),
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'targetType' => Contact::ENTITY_TYPE,
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]);
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$this->hookManager->process(Contact::ENTITY_TYPE, 'afterLeadCapture', $contact, [], [
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'leadCaptureId' => $leadCapture->getId(),
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]);
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}
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$isNew = !$duplicate && !$contact;
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if (!$contact || !$leadCapture->subscribeContactToTargetList()) {
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$targetTeamId = $leadCapture->getTargetTeamId();
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if ($targetTeamId) {
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$lead->addLinkMultipleId(Field::TEAMS, $targetTeamId);
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}
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$this->entityManager->saveEntity($lead);
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if (!$duplicate && $campaign) {
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$this->campaignService->logLeadCreated($campaign->getId(), $lead);
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}
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}
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if ($toRelateLead && $targetLead->hasId() && $targetListId) {
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$this->entityManager
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->getRDBRepository(Lead::ENTITY_TYPE)
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->getRelation($targetLead, 'targetLists')
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->relateById($targetListId, ['optedOut' => false]);
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if ($campaign) {
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$this->campaignService->logOptedIn($campaign->getId(), null, $targetLead);
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}
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$targetList = $this->entityManager->getEntityById(TargetList::ENTITY_TYPE, $targetListId);
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if ($targetList) {
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$this->hookManager->process(TargetList::ENTITY_TYPE, 'afterOptIn', $targetList, [], [
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'link' => 'leads',
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'targetId' => $targetLead->getId(),
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'targetType' => Lead::ENTITY_TYPE,
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'leadCaptureId' => $leadCapture->getId(),
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]);
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}
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}
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if ($toRelateLead || !$leadCapture->subscribeToTargetList()) {
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$this->hookManager->process(
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LeadCapture::ENTITY_TYPE,
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'afterLeadCapture',
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$leadCapture,
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[],
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[
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'targetId' => $targetLead->getId(),
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'targetType' => Lead::ENTITY_TYPE,
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]
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);
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$this->hookManager->process(
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Lead::ENTITY_TYPE,
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'afterLeadCapture',
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$targetLead,
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[],
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[
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'leadCaptureId' => $leadCapture->getId(),
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]
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);
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}
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if (!$isLogged) {
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$this->log($leadCapture, $target, $data, $isNew);
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}
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}
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/**
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* Confirm opt-in.
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*
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* @throws BadRequest
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* @throws Error
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* @throws NotFound
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* @param string $id A unique ID.
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*/
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public function confirmOptIn(string $id): ConfirmResult
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{
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/** @var ?UniqueId $uniqueId */
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$uniqueId = $this->entityManager
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->getRDBRepository(UniqueId::ENTITY_TYPE)
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->where(['name' => $id])
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->findOne();
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if (!$uniqueId) {
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throw new NotFound("LeadCapture Confirm: UniqueId not found.");
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}
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$uniqueIdData = $uniqueId->getData();
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if (empty($uniqueIdData->data)) {
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throw new Error("LeadCapture Confirm: data not found.");
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}
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if (empty($uniqueIdData->leadCaptureId)) {
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throw new Error("LeadCapture Confirm: leadCaptureId not found.");
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}
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$data = $uniqueIdData->data;
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$leadCaptureId = $uniqueIdData->leadCaptureId;
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$leadId = $uniqueIdData->leadId ?? null;
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$isLogged = $uniqueIdData->isLogged ?? false;
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$terminateAt = $uniqueId->getTerminateAt();
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if ($terminateAt && time() > strtotime($terminateAt->toString())) {
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return new ConfirmResult(
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ConfirmResult::STATUS_EXPIRED,
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$this->defaultLanguage
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->translateLabel('optInConfirmationExpired', 'messages', LeadCapture::ENTITY_TYPE)
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);
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}
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/** @var ?LeadCapture $leadCapture */
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$leadCapture = $this->entityManager->getEntityById(LeadCapture::ENTITY_TYPE, $leadCaptureId);
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if (!$leadCapture) {
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throw new Error("LeadCapture Confirm: LeadCapture not found.");
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}
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if (empty($uniqueIdData->isProcessed)) {
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$this->proceed($leadCapture, $data, $leadId, $isLogged);
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$uniqueIdData->isProcessed = true;
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$uniqueId->set('data', $uniqueIdData);
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$this->entityManager->saveEntity($uniqueId);
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}
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return new ConfirmResult(
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ConfirmResult::STATUS_SUCCESS,
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$leadCapture->getOptInConfirmationSuccessMessage(),
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$leadCapture->getId(),
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$leadCapture->getName()
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);
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}
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/**
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* @throws BadRequest
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* @throws Error
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*/
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private function getLeadWithPopulatedData(LeadCapture $leadCapture, stdClass $data): Lead
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{
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$lead = $this->entityManager->getRDBRepositoryByClass(Lead::class)->getNew();
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$fieldList = $leadCapture->getFieldList();
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if ($fieldList === []) {
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throw new Error('No field list specified.');
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}
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$this->sanitizePhoneNumber($fieldList, $data, $leadCapture);
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$this->serviceContainer->getByClass(Lead::class)->sanitizeInput($data);
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$this->setFields($fieldList, $data, $lead);
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if ($leadCapture->getLeadSource()) {
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$lead->setSource($leadCapture->getLeadSource());
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}
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if ($leadCapture->getCampaignId()) {
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$lead->setCampaign(Link::create($leadCapture->getCampaignId()));
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}
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if ($leadCapture->getTargetTeamId()) {
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$lead->addLinkMultipleId(Field::TEAMS, $leadCapture->getTargetTeamId());
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}
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$validationParams = ValidationParams::create()->withTypeSkipFieldList(ValidationType::REQUIRED, $fieldList);
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$this->fieldValidationManager->process($lead, $data, $validationParams);
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foreach ($fieldList as $field) {
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if (!$leadCapture->isFieldRequired($field)) {
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continue;
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}
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$notValid = $this->fieldValidationManager->check($lead, $field, ValidationType::REQUIRED, $data, true);
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if (!$notValid) {
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$failure = new ValidationFailure(Lead::ENTITY_TYPE, $field, ValidationType::REQUIRED);
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throw ValidationError::create($failure);
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}
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}
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return $lead;
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}
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/**
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* @return array{
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* contact: ?Contact,
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* lead: ?Lead,
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* }
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*/
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private function findLeadDuplicates(LeadCapture $leadCapture, Lead $lead): array
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{
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$duplicate = null;
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$contact = null;
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$emailAddress = $lead->getEmailAddress();
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$phoneNumber = $lead->getPhoneNumber();
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if ($emailAddress || $phoneNumber) {
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$groupOr = [];
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if ($emailAddress) {
|
||
$groupOr['emailAddress'] = $emailAddress;
|
||
}
|
||
|
||
if ($phoneNumber) {
|
||
$groupOr['phoneNumber'] = $phoneNumber;
|
||
}
|
||
|
||
if ($lead->isNew() && $leadCapture->duplicateCheck()) {
|
||
$duplicate = $this->entityManager
|
||
->getRDBRepository(Lead::ENTITY_TYPE)
|
||
->where(['OR' => $groupOr])
|
||
->findOne();
|
||
}
|
||
|
||
if ($leadCapture->subscribeToTargetList() && $leadCapture->subscribeContactToTargetList()) {
|
||
$contact = $this->entityManager
|
||
->getRDBRepository(Contact::ENTITY_TYPE)
|
||
->where(['OR' => $groupOr])
|
||
->findOne();
|
||
}
|
||
}
|
||
|
||
return [
|
||
'contact' => $contact,
|
||
'lead' => $duplicate,
|
||
];
|
||
}
|
||
|
||
private function isTargetOptedIn(Entity $target, string $targetListId): bool
|
||
{
|
||
$targetList = $this->entityManager->getEntityById(TargetList::ENTITY_TYPE, $targetListId);
|
||
|
||
if (!$targetList) {
|
||
return false;
|
||
}
|
||
|
||
$isAlreadyOptedIn = $this->entityManager
|
||
->getRDBRepository($target->getEntityType())
|
||
->getRelation($target, 'targetLists')
|
||
->isRelated($targetList);
|
||
|
||
if (!$isAlreadyOptedIn) {
|
||
return false;
|
||
}
|
||
|
||
$link = null;
|
||
|
||
if ($target->getEntityType() === Contact::ENTITY_TYPE) {
|
||
$link = 'contacts';
|
||
}
|
||
|
||
if ($target->getEntityType() === Lead::ENTITY_TYPE) {
|
||
$link = 'leads';
|
||
}
|
||
|
||
if (!$link) {
|
||
return false;
|
||
}
|
||
|
||
$targetFound = $this->entityManager
|
||
->getRDBRepository(TargetList::ENTITY_TYPE)
|
||
->getRelation($targetList, $link)
|
||
->where([
|
||
'id' => $target->getId(),
|
||
])
|
||
->findOne();
|
||
|
||
if ($targetFound && $targetFound->get('targetListIsOptedOut')) {
|
||
return false;
|
||
}
|
||
|
||
return true;
|
||
}
|
||
|
||
private function log(
|
||
LeadCapture $leadCapture,
|
||
Entity $target,
|
||
stdClass $data,
|
||
bool $isNew = true
|
||
): void {
|
||
|
||
$logRecord = $this->entityManager->getNewEntity(LeadCaptureLogRecord::ENTITY_TYPE);
|
||
|
||
$logRecord->set([
|
||
'targetId' => $target->hasId() ? $target->getId() : null,
|
||
'targetType' => $target->getEntityType(),
|
||
'leadCaptureId' => $leadCapture->getId(),
|
||
'isCreated' => $isNew,
|
||
'data' => $data,
|
||
]);
|
||
|
||
if (!empty($data->description)) {
|
||
$logRecord->set('description', $data->description);
|
||
}
|
||
|
||
$this->entityManager->saveEntity($logRecord);
|
||
}
|
||
|
||
/**
|
||
* @param string[] $fieldList
|
||
* @throws BadRequest
|
||
*/
|
||
private function setFields(array $fieldList, stdClass $data, Lead $lead): void
|
||
{
|
||
$this->unsetAttributes($data);
|
||
|
||
$isEmpty = true;
|
||
|
||
foreach ($fieldList as $field) {
|
||
if ($field === Field::NAME) {
|
||
$name = $data->{Field::NAME} ?? null;
|
||
|
||
if (is_string($name) && !isset($data->firstName) && !isset($data->lastName)) {
|
||
$name = trim($name);
|
||
$parts = explode(' ', $name);
|
||
|
||
$lastName = array_pop($parts);
|
||
$firstName = implode(' ', $parts);
|
||
|
||
$lead->setFirstName($firstName);
|
||
$lead->setLastName($lastName);
|
||
|
||
$isEmpty = false;
|
||
|
||
continue;
|
||
}
|
||
}
|
||
|
||
$attributeList = $this->fieldUtil->getActualAttributeList(Lead::ENTITY_TYPE, $field);
|
||
|
||
foreach ($attributeList as $attribute) {
|
||
if (!property_exists($data, $attribute)) {
|
||
continue;
|
||
}
|
||
|
||
$lead->set($attribute, $data->$attribute);
|
||
|
||
if (!empty($data->$attribute)) {
|
||
$isEmpty = false;
|
||
}
|
||
}
|
||
}
|
||
|
||
if ($isEmpty) {
|
||
throw new BadRequest('empty');
|
||
}
|
||
}
|
||
|
||
/**
|
||
* @param string[] $fieldList
|
||
*/
|
||
private function sanitizePhoneNumber(
|
||
array $fieldList,
|
||
stdClass $data,
|
||
LeadCapture $leadCapture
|
||
): void {
|
||
|
||
if (
|
||
!in_array('phoneNumber', $fieldList) ||
|
||
!isset($data->phoneNumber) ||
|
||
!is_string($data->phoneNumber)
|
||
) {
|
||
return;
|
||
}
|
||
|
||
$data->phoneNumber = $this->phoneNumberSanitizer
|
||
->sanitize($data->phoneNumber, $leadCapture->getPhoneNumberCountry());
|
||
}
|
||
|
||
private function unsetAttributes(stdClass $data): void
|
||
{
|
||
unset($data->{Field::EMAIL_ADDRESS . 'Data'});
|
||
unset($data->{Field::EMAIL_ADDRESS . 'IsInvalid'});
|
||
unset($data->{Field::EMAIL_ADDRESS . 'IsOptedOut'});
|
||
|
||
unset($data->{Field::PHONE_NUMBER . 'Data'});
|
||
unset($data->{Field::PHONE_NUMBER . 'IsInvalid'});
|
||
unset($data->{Field::PHONE_NUMBER . 'IsOptedOut'});
|
||
}
|
||
|
||
/**
|
||
* @throws NotFound
|
||
*/
|
||
private function getLeadCapture(string $apiKey): LeadCapture
|
||
{
|
||
$leadCapture = $this->entityManager
|
||
->getRDBRepositoryByClass(LeadCapture::class)
|
||
->where([
|
||
'apiKey' => $apiKey,
|
||
'isActive' => true,
|
||
])
|
||
->findOne();
|
||
|
||
if (!$leadCapture) {
|
||
throw new NotFound('Form ID is not valid.');
|
||
}
|
||
|
||
return $leadCapture;
|
||
}
|
||
|
||
/**
|
||
* @throws NotFound
|
||
*/
|
||
private function getLeadCaptureByFormId(string $id): LeadCapture
|
||
{
|
||
$leadCapture = $this->entityManager
|
||
->getRDBRepositoryByClass(LeadCapture::class)
|
||
->where([
|
||
'formId' => $id,
|
||
'isActive' => true,
|
||
])
|
||
->findOne();
|
||
|
||
if (!$leadCapture) {
|
||
throw new NotFound('API key is not valid.');
|
||
}
|
||
|
||
return $leadCapture;
|
||
}
|
||
}
|