__( 'Dotloop', 'advanced-form-integration' ),
'tasks' => array(
'create_loop' => __( 'Create Loop', 'advanced-form-integration' ),
'create_person' => __( 'Add Person to Loop', 'advanced-form-integration' ),
),
);
return $actions;
}
public function register_settings_tab( $providers ) {
$providers['dotloop'] = __( 'Dotloop', 'advanced-form-integration' );
return $providers;
}
public function settings_view( $current_tab ) {
if ( 'dotloop' !== $current_tab ) {
return;
}
$redirect_uri = $this->get_redirect_uri();
$fields = array(
array(
'name' => 'client_id',
'label' => __( 'Client ID', 'advanced-form-integration' ),
'type' => 'text',
'required' => true,
'mask' => true,
'show_in_table' => true,
),
array(
'name' => 'client_secret',
'label' => __( 'Client Secret', 'advanced-form-integration' ),
'type' => 'text',
'required' => false,
'mask' => true,
'show_in_table' => true,
'placeholder' => __( 'Leave blank to keep current', 'advanced-form-integration' ),
),
array(
'name' => 'profile_id',
'label' => __( 'Profile ID', 'advanced-form-integration' ),
'type' => 'text',
'required' => true,
'show_in_table' => true,
),
);
$instructions = '';
$instructions .= '' . sprintf( __( 'Register an app at %s.', 'advanced-form-integration' ), 'Dotloop Developer Center ' ) . ' ';
$instructions .= '' . __( 'Paste the Redirect URI below into the application\'s Redirect URI field.', 'advanced-form-integration' ) . ' ';
$instructions .= '' . esc_html( $redirect_uri ) . '' . __( 'Copy the Client ID and Client Secret into the Add Account form here.', 'advanced-form-integration' ) . ' ';
$instructions .= '' . __( 'Enter the Profile ID that should receive new loops — visible in the Dotloop web app URL bar while viewing that profile\'s loops.', 'advanced-form-integration' ) . ' ';
$instructions .= '' . __( 'Click Save & Authorize.', 'advanced-form-integration' ) . ' ';
$instructions .= ' ';
$config = array(
'show_status' => true,
'enable_test' => true,
'modal_title' => __( 'Connect Dotloop', 'advanced-form-integration' ),
'submit_text' => __( 'Save & Authorize', 'advanced-form-integration' ),
);
if ( ! class_exists( 'ADFOIN_OAuth_Manager' ) ) {
require_once plugin_dir_path( __FILE__ ) . '../../includes/class-adfoin-oauth-manager.php';
}
ADFOIN_OAuth_Manager::render_oauth_settings_view(
'dotloop',
__( 'Dotloop', 'advanced-form-integration' ),
$fields,
$instructions,
$config
);
}
public function action_fields() {
?>
'GET',
'callback' => array( $this, 'get_webhook_data' ),
'permission_callback' => '__return_true',
) );
}
/**
* REST callback hit by Dotloop with ?code=…&state=…. Resolves the saved
* credential, exchanges the code for tokens, and closes the popup with
* a success/failure message.
*/
public function get_webhook_data( $request ) {
$params = $request->get_params();
$code = isset( $params['code'] ) ? trim( $params['code'] ) : '';
$state = isset( $params['state'] ) ? trim( $params['state'] ) : '';
$context = self::consume_oauth_state( $state, 'dotloop' );
$cred_id = $context ? $context['cred_id'] : '';
if ( ! class_exists( 'ADFOIN_OAuth_Manager' ) ) {
require_once plugin_dir_path( __FILE__ ) . '../../includes/class-adfoin-oauth-manager.php';
}
if ( ! $code || ! $cred_id ) {
ADFOIN_OAuth_Manager::handle_callback_close_popup( false, __( 'OAuth state invalid or expired. Please try again.', 'advanced-form-integration' ) );
exit;
}
$this->cred_id = $cred_id;
$found = false;
foreach ( adfoin_read_credentials( 'dotloop' ) as $entry ) {
if ( ( $entry['id'] ?? '' ) === $cred_id ) {
$this->client_id = $entry['client_id'] ?? '';
$this->client_secret = $entry['client_secret'] ?? '';
$this->profile_id = $entry['profile_id'] ?? '';
$found = true;
break;
}
}
if ( ! $found || ! $this->client_id || ! $this->client_secret ) {
ADFOIN_OAuth_Manager::handle_callback_close_popup( false, __( 'Credential not found or incomplete.', 'advanced-form-integration' ) );
exit;
}
$response = $this->request_token( $code );
$success = false;
$message = __( 'Unknown error.', 'advanced-form-integration' );
if ( ! is_wp_error( $response ) && 200 === (int) wp_remote_retrieve_response_code( $response ) ) {
$body = json_decode( wp_remote_retrieve_body( $response ), true );
if ( ! empty( $body['access_token'] ) ) {
$success = true;
$message = __( 'Connected successfully!', 'advanced-form-integration' );
} else {
$message = $body['error'] ?? __( 'Token exchange failed.', 'advanced-form-integration' );
}
} elseif ( is_wp_error( $response ) ) {
$message = $response->get_error_message();
}
ADFOIN_OAuth_Manager::handle_callback_close_popup( $success, $message );
exit;
}
public function ajax_get_credentials() {
adfoin_verify_nonce();
wp_send_json_success( $this->safe_credentials_list() );
}
public function ajax_save_credentials() {
adfoin_verify_nonce();
$platform = 'dotloop';
$credentials = adfoin_read_credentials( $platform );
if ( ! is_array( $credentials ) ) {
$credentials = array();
}
// Deletion path.
if ( isset( $_POST['delete_index'] ) ) {
$index = intval( wp_unslash( $_POST['delete_index'] ) );
if ( isset( $credentials[ $index ] ) ) {
unset( $credentials[ $index ] );
adfoin_save_credentials( $platform, array_values( $credentials ) );
wp_send_json_success( array( 'message' => 'Deleted' ) );
}
wp_send_json_error( __( 'Invalid index', 'advanced-form-integration' ) );
}
$id = isset( $_POST['id'] ) ? sanitize_text_field( wp_unslash( $_POST['id'] ) ) : '';
$title = isset( $_POST['title'] ) ? sanitize_text_field( wp_unslash( $_POST['title'] ) ) : '';
$client_id = isset( $_POST['client_id'] ) ? sanitize_text_field( wp_unslash( $_POST['client_id'] ) ) : '';
$client_secret = isset( $_POST['client_secret'] ) ? sanitize_text_field( wp_unslash( $_POST['client_secret'] ) ) : '';
$profile_id = isset( $_POST['profile_id'] ) ? sanitize_text_field( wp_unslash( $_POST['profile_id'] ) ) : '';
if ( empty( $id ) ) {
$id = wp_generate_uuid4();
}
// Locate any existing record so we can preserve hidden values
// (client_secret is never re-sent from the browser on update).
$existing = null;
foreach ( $credentials as $cred ) {
if ( ( $cred['id'] ?? '' ) === $id ) {
$existing = $cred;
break;
}
}
if ( $existing ) {
if ( '' === $client_id && ! empty( $existing['client_id'] ) ) {
$client_id = $existing['client_id'];
}
if ( '' === $client_secret && ! empty( $existing['client_secret'] ) ) {
$client_secret = $existing['client_secret'];
}
} elseif ( '' === $client_id || '' === $client_secret ) {
wp_send_json_error( array( 'message' => __( 'Client ID and Client Secret are required.', 'advanced-form-integration' ) ) );
}
if ( '' === $profile_id ) {
wp_send_json_error( array( 'message' => __( 'Profile ID is required.', 'advanced-form-integration' ) ) );
}
$new_data = array(
'id' => $id,
'title' => $title,
'client_id' => $client_id,
'client_secret' => $client_secret,
'profile_id' => $profile_id,
'access_token' => '',
'refresh_token' => '',
);
$found = false;
foreach ( $credentials as &$cred ) {
if ( ( $cred['id'] ?? '' ) === $id ) {
// Preserve tokens when nothing material changed.
$same = ( ( $cred['client_id'] ?? '' ) === $client_id )
&& ( ( $cred['client_secret'] ?? '' ) === $client_secret );
if ( $same ) {
$new_data['access_token'] = $cred['access_token'] ?? '';
$new_data['refresh_token'] = $cred['refresh_token'] ?? '';
}
$cred = $new_data;
$found = true;
break;
}
}
unset( $cred );
if ( ! $found ) {
$credentials[] = $new_data;
}
adfoin_save_credentials( $platform, $credentials );
$auth_url = add_query_arg( array(
'response_type' => 'code',
'client_id' => $client_id,
'redirect_uri' => $this->get_redirect_uri(),
'state' => self::issue_oauth_state( 'dotloop', $id ),
), 'https://auth.dotloop.com/oauth/authorize' );
wp_send_json_success( array( 'auth_url' => $auth_url ) );
}
public function ajax_test_connection() {
$this->run_test_connection_ajax( function () {
return $this->dotloop_request( 'profile', 'GET' );
} );
}
protected function get_redirect_uri() {
return site_url( '/wp-json/advancedformintegration/dotloop' );
}
protected function get_apis_base_url() {
return 'https://api-gateway.dotloop.com/public/v2/';
}
protected function request_token( $authorization_code ) {
$response = wp_remote_post( 'https://auth.dotloop.com/oauth/token', array(
'timeout' => 30,
'body' => array(
'code' => $authorization_code,
'client_id' => $this->client_id,
'client_secret' => $this->client_secret,
'redirect_uri' => $this->get_redirect_uri(),
'grant_type' => 'authorization_code',
),
) );
$body = json_decode( wp_remote_retrieve_body( $response ), true );
if ( ! empty( $body['access_token'] ) ) {
$this->apply_token_response( $body );
}
$this->save_data();
return $response;
}
protected function refresh_token() {
if ( empty( $this->refresh_token ) ) {
return null;
}
$response = wp_remote_post( 'https://auth.dotloop.com/oauth/token', array(
'timeout' => 30,
'body' => array(
'refresh_token' => $this->refresh_token,
'client_id' => $this->client_id,
'client_secret' => $this->client_secret,
'grant_type' => 'refresh_token',
),
) );
$code = (int) wp_remote_retrieve_response_code( $response );
$body = json_decode( wp_remote_retrieve_body( $response ), true );
if ( 401 === $code ) {
$this->access_token = null;
$this->refresh_token = null;
$this->mark_connection_failed( 'refresh_token_revoked' );
} elseif ( 200 === $code && ! empty( $body['access_token'] ) ) {
$this->apply_token_response( $body );
}
$this->save_data();
return $response;
}
protected function save_data() {
if ( ! empty( $this->cred_id ) ) {
$this->persist_token_to_credential();
}
}
public function set_credentials( $cred_id ) {
$credentials = $this->get_credentials_by_id( $cred_id );
if ( empty( $credentials ) ) {
return false;
}
$this->cred_id = $credentials['id'] ?? $cred_id;
$this->client_id = $credentials['client_id'] ?? '';
$this->client_secret = $credentials['client_secret'] ?? '';
$this->access_token = $credentials['access_token'] ?? '';
$this->refresh_token = $credentials['refresh_token'] ?? '';
$this->profile_id = $credentials['profile_id'] ?? '';
$this->token_expires = isset( $credentials['token_expires'] ) ? (int) $credentials['token_expires'] : 0;
return true;
}
public function get_credentials_by_id( $cred_id ) {
if ( ! $cred_id ) {
return array();
}
foreach ( adfoin_read_credentials( 'dotloop' ) as $single ) {
if ( ( $single['id'] ?? '' ) === $cred_id ) {
return $single;
}
}
return array();
}
public function get_credentials_list() {
foreach ( adfoin_read_credentials( 'dotloop' ) as $option ) {
printf( '%s ', esc_attr( $option['id'] ), esc_html( $option['title'] ?? '' ) );
}
}
public function get_profile_id() {
return $this->profile_id;
}
public function dotloop_request( $endpoint, $method = 'GET', $data = array(), $record = array() ) {
$url = $this->get_apis_base_url() . ltrim( $endpoint, '/' );
$method = strtoupper( $method );
$args = array(
'timeout' => 30,
'method' => $method,
'headers' => array(
'Content-Type' => 'application/json',
'Accept' => 'application/json',
),
);
if ( in_array( $method, array( 'POST', 'PUT', 'PATCH' ), true ) ) {
$args['body'] = wp_json_encode( $data );
}
return $this->remote_request( $url, $args, $record );
}
/**
* Inject Authorization: Bearer and refresh once on 401.
*/
protected function remote_request( $url, $request = array(), $record = array() ) {
// Shared refresh-and-retry: refreshes once per call on 401 and
// rebuilds the Authorization header from the new token.
$response = $this->request_with_token_refresh( $url, $request, null, $sent_args );
if ( $record ) {
adfoin_add_to_log( $response, $url, $sent_args, $record );
}
return $response;
}
}
ADFOIN_Dotloop::get_instance();
add_action( 'wp_ajax_adfoin_get_dotloop_fields', 'adfoin_get_dotloop_fields' );
function adfoin_get_dotloop_fields() {
adfoin_verify_nonce();
$task = isset( $_POST['task'] ) ? sanitize_text_field( wp_unslash( $_POST['task'] ) ) : 'create_loop';
if ( $task === 'create_person' ) {
$fields = array(
array( 'key' => 'loopId', 'value' => 'Loop ID', 'description' => 'Existing loop to attach this person to' ),
array( 'key' => 'firstName', 'value' => 'First Name', 'description' => '' ),
array( 'key' => 'lastName', 'value' => 'Last Name', 'description' => '' ),
array( 'key' => 'email', 'value' => 'Email', 'description' => '' ),
array( 'key' => 'phone', 'value' => 'Phone', 'description' => '' ),
array( 'key' => 'role', 'value' => 'Role', 'description' => 'BUYER / SELLER / LISTING_AGENT / BUYING_AGENT / etc.' ),
);
} else {
$fields = array(
array( 'key' => 'name', 'value' => 'Loop Name', 'description' => '' ),
array( 'key' => 'transactionType','value' => 'Transaction Type','description' => 'PURCHASE_OFFER / LISTING_FOR_SALE / etc.' ),
array( 'key' => 'status', 'value' => 'Status', 'description' => 'e.g. PRE_LISTING / UNDER_CONTRACT / SOLD — statuses are configurable per Dotloop profile' ),
array( 'key' => 'street', 'value' => 'Property Street', 'description' => 'Best-effort: sent via a follow-up loop detail update; field availability depends on the profile\'s loop template' ),
array( 'key' => 'city', 'value' => 'Property City', 'description' => '' ),
array( 'key' => 'state', 'value' => 'Property State', 'description' => '' ),
array( 'key' => 'zip', 'value' => 'Property Zip', 'description' => '' ),
array( 'key' => 'price', 'value' => 'Sale Price', 'description' => '' ),
array( 'key' => 'firstName', 'value' => 'Client First Name', 'description' => '' ),
array( 'key' => 'lastName', 'value' => 'Client Last Name','description' => '' ),
array( 'key' => 'email', 'value' => 'Client Email', 'description' => '' ),
array( 'key' => 'phone', 'value' => 'Client Phone', 'description' => '' ),
);
}
wp_send_json_success( $fields );
}
/**
* Best-effort follow-up PATCH to set property address / sale price on a
* just-created loop. Dotloop's detail schema is a "sections" object keyed
* by section/field label (not a flat body), and the exact field set is
* customizable per brokerage template, so this is sent opportunistically —
* failure here does not undo the already-created loop.
* @link https://dotloop.github.io/public-api/
*/
function adfoin_dotloop_update_loop_detail( $profile_id, $loop_id, $fields, $record, $cred_id ) {
$dotloop = ADFOIN_Dotloop::get_instance();
$address = array();
if ( ! empty( $fields['street'] ) ) $address['Street Name'] = $fields['street'];
if ( ! empty( $fields['city'] ) ) $address['City'] = $fields['city'];
if ( ! empty( $fields['state'] ) ) $address['State'] = $fields['state'];
if ( ! empty( $fields['zip'] ) ) $address['Zip Code'] = $fields['zip'];
$detail = array();
if ( $address ) $detail['Property Address'] = $address;
if ( ! empty( $fields['price'] ) ) $detail['Financials'] = array( 'Purchase/Sale Price' => $fields['price'] );
if ( ! $detail ) {
return;
}
$dotloop->dotloop_request( "profile/{$profile_id}/loop/{$loop_id}/detail", 'PATCH', $detail, $record );
}
add_action( 'adfoin_dotloop_job_queue', 'adfoin_dotloop_job_queue', 10, 1 );
function adfoin_dotloop_job_queue( $data ) {
adfoin_dotloop_send_data( $data['record'], $data['posted_data'] );
}
function adfoin_dotloop_send_data( $record, $posted_data ) {
$record_data = json_decode( $record['data'], true );
if ( isset( $record_data['action_data']['cl'] ) && adfoin_check_conditional_logic( $record_data['action_data']['cl'], $posted_data ) ) return;
$data = isset( $record_data['field_data'] ) ? $record_data['field_data'] : $record_data;
$cred_id = isset( $data['credId'] ) ? $data['credId'] : ( isset( $record['cred_id'] ) ? $record['cred_id'] : '' );
if ( ! $cred_id ) return;
$fields = array();
foreach ( $data as $k => $v ) {
$parsed = adfoin_get_parsed_values( $v, $posted_data );
if ( $parsed !== '' && $parsed !== null ) $fields[ $k ] = $parsed;
}
$dotloop = ADFOIN_Dotloop::get_instance();
if ( ! $dotloop->set_credentials( $cred_id ) ) {
return;
}
$profile_id = $dotloop->get_profile_id();
if ( ! $profile_id ) return;
if ( $record['task'] === 'create_loop' ) {
$body = array(
'name' => isset( $fields['name'] ) ? $fields['name'] : '',
'transactionType' => isset( $fields['transactionType'] ) ? $fields['transactionType'] : 'PURCHASE_OFFER',
'status' => isset( $fields['status'] ) ? $fields['status'] : 'PRE_LISTING',
);
$response = $dotloop->dotloop_request( "profile/{$profile_id}/loop", 'POST', $body, $record );
if ( is_wp_error( $response ) ) {
return;
}
$resp_body = json_decode( wp_remote_retrieve_body( $response ), true );
$loop_id = isset( $resp_body['id'] ) ? $resp_body['id'] : '';
if ( ! $loop_id ) {
return;
}
adfoin_dotloop_update_loop_detail( $profile_id, $loop_id, $fields, $record, $cred_id );
if ( ! empty( $fields['email'] ) ) {
$full_name = trim( ( isset( $fields['firstName'] ) ? $fields['firstName'] : '' ) . ' ' . ( isset( $fields['lastName'] ) ? $fields['lastName'] : '' ) );
$dotloop->dotloop_request( "profile/{$profile_id}/loop/{$loop_id}/participant", 'POST', array_filter( array(
'fullName' => $full_name,
'email' => $fields['email'],
'phone' => isset( $fields['phone'] ) ? $fields['phone'] : '',
'role' => 'BUYER',
) ), $record );
}
} elseif ( $record['task'] === 'create_person' ) {
$loop_id = isset( $fields['loopId'] ) ? $fields['loopId'] : '';
if ( ! $loop_id ) return;
$full_name = trim( ( isset( $fields['firstName'] ) ? $fields['firstName'] : '' ) . ' ' . ( isset( $fields['lastName'] ) ? $fields['lastName'] : '' ) );
$body = array_filter( array(
'fullName' => $full_name,
'email' => isset( $fields['email'] ) ? $fields['email'] : '',
'phone' => isset( $fields['phone'] ) ? $fields['phone'] : '',
'role' => isset( $fields['role'] ) ? $fields['role'] : '',
) );
$dotloop->dotloop_request( "profile/{$profile_id}/loop/{$loop_id}/participant", 'POST', $body, $record );
}
}