Class: Invoicing::GoogleConversionReporter

Inherits:
BaseService
  • Object
show all
Defined in:
app/services/invoicing/google_conversion_reporter.rb

Constant Summary collapse

WY_CHILD_LOCAL_ACCOUNT =

Child property seen as 989-705-2886 (the original ads account)

'9897052886'
PAGE_SIZE =

don't use

1000
CONVERSION_WINDOW_DAYS =
90
AVG_LEAD_CONVERSION_RATE =
0.2
CRM_INVOICED_REVENUE_CTID =

"CRM API" This conversion does not belong to the heatwave manager, it is attached to the child account

'6517037943'
CRM_OPPORTUNITY_CTID =
'6686958170'
CRM_CONFIRMED_MANAGER_SALE_CTID =

don't use

'6514977040'
1155
MOSS_DIGITAL_SOURCE_ID =
4973
NARROWABLE_SOURCE_IDS =
[Source::UNKNOWN_ID, GOOGLE_ADS_SOURCE_ID, MOSS_DIGITAL_SOURCE_ID].freeze
ATTRIBUTION_TIERS =
[
  { range: 0..30,   pct: 1.0 },
  { range: 31..60,  pct: 0.75 },
  { range: 61..90,  pct: 0.50 },
  { range: 91..180, pct: 0.25 }
].freeze
ATTRIBUTION_FLOOR_PCT =
0.10

Class Method Summary collapse

Instance Method Summary collapse

Class Method Details

.clientObject



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 987

def self.client
  new.get_client
end

.manager_customer_idObject

!!!!!! NOTE: "customer" in this context refers to WY as a customer of GOOGLE ads, NOT our customers. INTUITIVE 🙈
WarmlyYours Google Ads manager account - fetched from configuration



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 6

def self.manager_customer_id
  Heatwave::Configuration.fetch(:google_ads_client, :login_customer_id)
end

Instance Method Details

#alter_conversion(order) ⇒ Object



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 331

def alter_conversion(order)
  # TODO: if restatement value < 0, goto retract_conversion
  # ua = order&.visit&.user_agent || order&.quote&.visit&.user_agent || order&.opportunity&.visit&.user_agent
  total = order.invoices.sum(&:profit_consolidated) || order.line_total
  conversion_date_time = order.google_conversion_meta_conversion_date_time || order.invoices.first&.created_at

  # Guard: Return early if no invoice is available
  unless conversion_date_time
    Rails.logger.warn "GoogleConversionReporter::alter_conversion: No invoice available for order #{order.reference_number}"
    ErrorReporting.warning('GoogleConversionReporter::alter_conversion: No invoice', {
      order_id: order.id,
      reference_number: order.reference_number,
      invoices_count: order.invoices.count
    })
    return { success: false, reason: :no_invoice }
  end

  upload_conversion_adjustment(
    conversion_action_id: CRM_INVOICED_REVENUE_CTID,
    gclid: order.find_gclid,
    adjustment_type: :RESTATEMENT,
    conversion_date_time: conversion_date_time.to_fs(:google_ads),
    adjustment_date_time: Time.current.to_fs(:google_ads),
    restatement_value: total,
    order_id: order.reference_number
  )
end

#assign_campaign_source_to_order(order, click_date) ⇒ Object



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 898

def assign_campaign_source_to_order(order, click_date)
  campaign_source = resolve_campaign_source(order)
  return unless campaign_source

  current_source_id = order.source_id
  narrowable = current_source_id.nil? || NARROWABLE_SOURCE_IDS.include?(current_source_id)

  if narrowable
    # Intentionally using update_column to bypass after_save callbacks
    # (add_customer_to_campaign, set_opportunity_source). Campaign enrollment
    # is not desired here — this is a post-hoc attribution correction, not a
    # new source assignment from a user action. The opportunity propagation
    # is handled explicitly below.
    order.update_column(:source_id, campaign_source.id)
    if order.opportunity && (order.opportunity.source_id.nil? || NARROWABLE_SOURCE_IDS.include?(order.opportunity.source_id))
      order.opportunity.update_column(:source_id, campaign_source.id)
    end
    Rails.logger.info "GoogleConversionReporter: Tagged order #{order.reference_number} source to #{campaign_source.full_name} (#{campaign_source.id})"
  end

  compute_campaign_attribution(order, campaign_source, click_date)
rescue StandardError => e
  Rails.logger.error "GoogleConversionReporter: Failed to assign campaign source for #{order.reference_number}: #{e.message}"
  ErrorReporting.warning('GoogleConversionReporter: assign_campaign_source_to_order failed', {
    order_id: order.id,
    error: e.message
  })
end

#click_baseline_for(resource) ⇒ Object

Determine which identifier will be used and the corresponding click baseline time
Returns [key, value, baseline_time]



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 448

def click_baseline_for(resource)
  id_key = nil
  id_val = nil

  if resource.respond_to?(:find_gclid) && (val = resource.find_gclid.presence)
    id_key = :gclid
    id_val = val
  elsif resource.respond_to?(:find_gbraid) && (val = resource.find_gbraid.presence)
    id_key = :gbraid
    id_val = val
  elsif resource.respond_to?(:find_wbraid) && (val = resource.find_wbraid.presence)
    id_key = :wbraid
    id_val = val
  end

  baseline_time = find_visit_baseline(collect_visits(resource), id_key, id_val) if id_key && id_val
  [id_key, id_val, baseline_time]
end

#click_baseline_for_key(resource, id_key, id_val) ⇒ Object

Look up click date for a specific identifier key/value on the resource



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 440

def click_baseline_for_key(resource, id_key, id_val)
  visits = collect_visits(resource)
  baseline_time = find_visit_baseline(visits, id_key, id_val)
  [id_key, id_val, baseline_time]
end

#collect_visits(resource) ⇒ Object



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 467

def collect_visits(resource)
  visits = []
  visits << resource.visit if resource.respond_to?(:visit) && resource.visit.present?
  visits << resource.quote.visit if resource.respond_to?(:quote) && resource.quote.respond_to?(:visit) && resource.quote.visit.present?
  visits << resource.opportunity.visit if resource.respond_to?(:opportunity) && resource.opportunity.respond_to?(:visit) && resource.opportunity.visit.present?
  visits.concat(Array(resource.customer.visits)) if resource.respond_to?(:customer) && resource.customer.respond_to?(:visits) && resource.customer.visits.present?
  visits.compact!
  visits
end

#compute_campaign_attribution(order, campaign_source, click_date) ⇒ Object



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 961

def compute_campaign_attribution(order, campaign_source, click_date)
  return unless click_date && order.shipped_date

  days = (order.shipped_date.to_date - click_date.to_date).to_i
  days = 0 if days < 0

  tier = ATTRIBUTION_TIERS.find { |t| t[:range].cover?(days) }
  pct = tier ? tier[:pct] : ATTRIBUTION_FLOOR_PCT

  total = order.invoices.sum { |inv| inv.revenue_consolidated || 0 }
  attributed = (total * pct).round(2)

  order.update_column(:google_campaign_attribution, {
    source_name: campaign_source.full_name,
    source_id: campaign_source.id,
    campaign_id: campaign_source.google_campaign_id,
    click_date: click_date.iso8601,
    days_since_click: days,
    attribution_pct: pct,
    attributed_revenue: attributed,
    total_revenue: total.round(2),
    model: 'tiered_v1',
    computed_at: Time.current.iso8601
  })
end

#enhance_conversion(order) ⇒ Object

Add info to conversion



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 392

def enhance_conversion(order)
  ua = order&.visit&.user_agent || order&.quote&.visit&.user_agent || order&.opportunity&.visit&.user_agent
  conversion_date_time = order.invoices.first&.created_at

  # Guard: Return early if no invoice is available
  unless conversion_date_time
    Rails.logger.warn "GoogleConversionReporter::enhance_conversion: No invoice available for order #{order.reference_number}"
    ErrorReporting.warning('GoogleConversionReporter::enhance_conversion: No invoice', {
      order_id: order.id,
      reference_number: order.reference_number,
      invoices_count: order.invoices.count
    })
    return { success: false, reason: :no_invoice }
  end

  upload_conversion_enhancement(
    conversion_action_id: CRM_INVOICED_REVENUE_CTID,
    order_id: order.reference_number,
    conversion_date_time: conversion_date_time.to_fs(:google_ads),
    user_agent: ua
  )
end

#find_visit_baseline(visits, id_key, id_val) ⇒ Object



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 477

def find_visit_baseline(visits, id_key, id_val)
  return nil unless id_key && id_val

  matched = visits.find do |v|
    if v.is_a?(Hash)
      v[id_key] == id_val || v[id_key.to_s] == id_val
    else
      v.respond_to?(id_key) && v.public_send(id_key) == id_val
    end
  end
  if matched.is_a?(Hash)
    matched[:started_at] || matched['started_at']
  else
    matched.respond_to?(:started_at) ? matched.started_at : nil
  end
end

#get_account_hierarchy(manager_customer_id, login_customer_id) ⇒ Object



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 776

def (manager_customer_id, )
  client = get_client

  # Set the specified login customer ID.
  client.configure do |config|
    if 
      config. = .to_i
    elsif manager_customer_id
      config. = manager_customer_id.to_i
    end
  end

  google_ads_service = client.service.google_ads

  seed_customer_ids = []

  if manager_customer_id
    seed_customer_ids << manager_customer_id
  else
    puts 'No manager customer ID is specified. The example will print the ' +
         'hierarchies of all accessible customer IDs:'
    customer_resource_names = client.service.customer
                                    .list_accessible_customers.resource_names
    customer_resource_names.each do |res|
      seed_customer_ids << res.split('/')[1]
    end
  end

  search_query = <<~QUERY
    SELECT
        customer_client.client_customer,
        customer_client.level,
        customer_client.manager,
        customer_client.descriptive_name,
        customer_client.currency_code,
        customer_client.time_zone,
        customer_client.id
    FROM customer_client
    WHERE customer_client.level <= 1
  QUERY

  seed_customer_ids.each do |seed_cid|
    # Performs a breadth-first search to build a dictionary that maps managers
    # to their child accounts (cid_to_children).
    unprocessed_customer_ids = Queue.new
    unprocessed_customer_ids << seed_cid
    cid_to_children = Hash.new { |h, k| h[k] = [] }
    root_customer_client = nil

    while unprocessed_customer_ids.size > 0
      cid = unprocessed_customer_ids.pop
      response = google_ads_service.search(
        customer_id: cid,
        query: search_query,
        page_size: PAGE_SIZE
      )

      # Iterates over all rows in all pages to get all customer clients under
      # the specified customer's hierarchy.
      response.each do |row|
        customer_client = row.customer_client

        # The customer client that with level 0 is the specified customer
        if customer_client.level == 0
          root_customer_client = customer_client if root_customer_client.nil?
          next
        end

        # For all level-1 (direct child) accounts that are a manager account,
        # the above query will be run against them to create a dictionary of
        # managers mapped to their child accounts for printing the hierarchy
        # afterwards.
        cid_to_children[cid.to_s] << customer_client

        next if customer_client.manager.nil?

        if !cid_to_children.key?(customer_client.id.to_s) &&
           customer_client.level == 1
          unprocessed_customer_ids << customer_client.id.to_s
        end
      end
    end

    if root_customer_client
      puts "The hierarychy of customer ID #{root_customer_client.id} " +
           'is printed below:'
      (root_customer_client, cid_to_children, 0)
    else
      puts "Customer ID #{manager_customer_id} is likely a test account, " \
           'so its customer client information cannot be retrieved.'
    end
  end
end

#get_clientObject



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 991

def get_client
  require 'google/ads/google_ads'
  google_ads_client = Heatwave::Configuration.fetch(:google_ads_client)

  Google::Ads::GoogleAds::GoogleAdsClient.new do |config|
    config.client_id = google_ads_client[:client_id]
    config.client_secret = google_ads_client[:client_secret]
    config.refresh_token = google_ads_client[:refresh_token]
    config.developer_token = google_ads_client[:developer_token]
    config. = google_ads_client[:login_customer_id]
    config.log_level = 'DEBUG'
    config.logger = logger
  end
end

#nice_query(q, customer_id = WY_CHILD_LOCAL_ACCOUNT) ⇒ Object



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 424

def nice_query(q, customer_id = WY_CHILD_LOCAL_ACCOUNT)
  res = query(q, customer_id)
  res.response.to_h[:results]
end

#nicer_query(q, customer_id = WY_CHILD_LOCAL_ACCOUNT) ⇒ Object



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 429

def nicer_query(q, customer_id = WY_CHILD_LOCAL_ACCOUNT)
  # this is a recursive compact. Google's api it typed, it responds with nil for every key you didn't request
  p = proc do |_, v|
    v.delete_if(&p) if v.respond_to? :delete_if
    v.nil? || (v.respond_to?(:empty?) && v.empty?)
  end

  nice_query(q, customer_id).map { |e| e.delete_if(&p) }
end

#normalize_and_hash(str) ⇒ Object

Returns the result of normalizing and then hashing the string using the
provided digest. Private customer data must be hashed during upload, as
described at https://support.google.com/google-ads/answer/7474263.



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 757

def normalize_and_hash(str)
  # Remove leading and trailing whitespace and ensure all letters are lowercase
  # before hasing.
  Digest::SHA256.hexdigest(str.strip.downcase)
end

#normalize_and_hash_email(email) ⇒ Object

Returns the result of normalizing and hashing an email address. For this use
case, Google Ads requires removal of any '.' characters preceding 'gmail.com'
or 'googlemail.com'.



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 766

def normalize_and_hash_email(email)
  return nil if email.nil?

  email_parts = email.downcase.split('@')
  # Removes any '.' characters from the portion of the email address before the
  # domain if the domain is gmail.com or googlemail.com.
  email_parts[0] = email_parts[0].delete('.') if /^(gmail|googlemail)\.com\s*/.match?(email_parts.last)
  normalize_and_hash(email_parts.join('@'))
end


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# File 'app/services/invoicing/google_conversion_reporter.rb', line 870

def (customer_client, cid_to_children, depth)
  puts 'Customer ID (Descriptive Name, Currency Code, Time Zone)' if depth == 0

  customer_id = customer_client.id
  puts ('-' * (depth * 2)) +
       "#{customer_id} #{customer_client.descriptive_name} " +
       "#{customer_client.currency_code} #{customer_client.time_zone}"

  # Recursively call this function for all child accounts of customer_client
  return unless cid_to_children.key?(customer_id.to_s)

  cid_to_children[customer_id.to_s].each do |child|
    (child, cid_to_children, depth + 1)
  end
end

#query(q, customer_id = WY_CHILD_LOCAL_ACCOUNT) ⇒ Object



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 415

def query(q, customer_id = WY_CHILD_LOCAL_ACCOUNT)
  client = get_client
  ga_service = client.service.google_ads
  ga_service.search(
    customer_id: customer_id,
    query: q
  )
end

#resolve_campaign_source(order) ⇒ Object



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 927

def resolve_campaign_source(order)
  visits = [
    order.visit,
    order.quote&.visit,
    order.opportunity&.visit
  ]
  if order.respond_to?(:customer) && order.customer
    visits << order.customer.visit
    visits.concat(Array(order.customer.visits))
  end
  visits.compact!
  visits.uniq!

  visit = visits.find { |v| v.gclid.present? || v.gbraid.present? || v.wbraid.present? }
  return nil unless visit

  if visit.source && visit.source.google_campaign_id.present?
    return visit.source
  end

  utm = visit.utm_campaign.presence || visit.utm_id.presence
  if utm
    by_campaign_id = Source.find_by(google_campaign_id: utm)
    return by_campaign_id if by_campaign_id

    by_utm = Source.where(parent_id: MOSS_DIGITAL_SOURCE_ID)
                   .where.not(google_campaign_id: [nil, ''])
                   .where.overlap(utm_campaign: [utm]).first
    return by_utm if by_utm
  end

  nil
end

#retract_conversion(order) ⇒ Object



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 359

def retract_conversion(order)
  # From here find the info you need and make api call.
  # use google api gem
  # invoice -> order -> visit || invoice -> order -> quote -> visit || invoice -> order -> opportunity -> visit
  # e.g o = Order.invoiced.where.not(visit_id: nil).joins(:visit).where(Visit[:gclid].not_eq(nil)).last
  # Note also handle RMAs
  ua = order&.visit&.user_agent || order&.quote&.visit&.user_agent || order&.opportunity&.visit&.user_agent
  total = order.invoices.sum(&:profit_consolidated) || order.line_total
  conversion_date_time = order.invoices.first&.created_at

  # Guard: Return early if no invoice is available
  unless conversion_date_time
    Rails.logger.warn "GoogleConversionReporter::retract_conversion: No invoice available for order #{order.reference_number}"
    ErrorReporting.warning('GoogleConversionReporter::retract_conversion: No invoice', {
      order_id: order.id,
      reference_number: order.reference_number,
      invoices_count: order.invoices.count
    })
    return { success: false, reason: :no_invoice }
  end

  upload_conversion_adjustment(
    conversion_action_id: CRM_INVOICED_REVENUE_CTID,
    gclid: order.find_gclid,
    adjustment_type: :RETRACTION,
    conversion_date_time: conversion_date_time.to_fs(:google_ads),
    adjustment_date_time: Time.current.to_fs(:google_ads),
    restatement_value: 0,
    order_id: order.reference_number
  )
end

#send_new_opportunity_conversion(opportunity, conversion_date_time: nil) ⇒ Object



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 184

def send_new_opportunity_conversion(opportunity, conversion_date_time: nil)
  unless opportunity.sales_opportunity?
    Rails.logger.info "#{opportunity.reference_number} is not a sales opportunity and cannot be reported as conversion"
    return { success: false, reason: :not_a_sales_opportunity }
  end

  if opportunity.google_conversion_meta_reported_at.present?
    Rails.logger.warn "GoogleConversionReporter::send_new_opportunity_conversion: Opportunity #{opportunity.google_conversion_meta_reported_at} already reported"
    ErrorReporting.warning('GoogleConversionReporter::send_new_opportunity_conversion: Opportunity already reported', {
      opportunity: opportunity,
      gclid: opportunity.find_gclid,
      wbraid: opportunity.find_wbraid
    })
    return { success: false, reason: :already_reported, meta: opportunity.google_conversion_meta }
  end

  if opportunity.value.nil? && (opportunity.orders.sales_orders.present? || opportunity.quotes.sales_quotes.active.present?)
    Rails.logger.error "GoogleConversionReporter::send_new_opportunity_conversion: Opportunity #{opportunity.reference_number} missing value"
    ErrorReporting.error("GoogleConversionReporter::send_new_opportunity_conversion: Opportunity #{opportunity.reference_number} missing value", {
      opportunity: opportunity
    })
    return { success: false, reason: :missing_value }
  end

  if opportunity.find_gclid.present? || (opportunity.respond_to?(:find_gbraid) && opportunity.find_gbraid.present?) || opportunity.find_wbraid.present?
    # Google uses the exact time to index datum, here we record the time before the request so that we
    #  don't end up with 2 differing timestamps due to the network flight time
    conversion_date_time ||= opportunity.updated_at || opportunity.created_at
    # Lead value extrapolated from average conversion rate
    fractional_conversion_value = opportunity.value * AVG_LEAD_CONVERSION_RATE
    conversion_email = opportunity.emails.pick(:detail) || opportunity.customer.email

    # Skip submissions beyond 90-day conversion window or when click date is unknown
    chosen_key, chosen_val, baseline_time = click_baseline_for(opportunity)

    # If we can't determine click date, skip submission to avoid Google rejection
    if chosen_key && baseline_time.nil?
      google_meta = {
        result: 'skipped_unknown_click_date',
        gclid: (chosen_key == :gclid ? chosen_val : nil),
        gbraid: (chosen_key == :gbraid ? chosen_val : nil),
        wbraid: (chosen_key == :wbraid ? chosen_val : nil),
        attempted_at: Time.current,
        error: 'Cannot verify click is within conversion window; skipping to avoid Google rejection',
        conversion_date_time: conversion_date_time,
        fractional_conversion_value: fractional_conversion_value,
        conversion_email: conversion_email
      }.compact

      opportunity.update_column(:google_conversion_meta, google_meta)
      Rails.logger.info "GoogleConversionReporter: Skipping opportunity #{opportunity.reference_number} - unknown click date for #{chosen_key}"
      return { success: false, reason: :unknown_click_date, meta: google_meta }
    end

    if baseline_time && (Time.current.to_date - baseline_time.to_date) > CONVERSION_WINDOW_DAYS
      google_meta = {
        result: 'skipped_outside_window',
        gclid: (chosen_key == :gclid ? chosen_val : nil),
        gbraid: (chosen_key == :gbraid ? chosen_val : nil),
        wbraid: (chosen_key == :wbraid ? chosen_val : nil),
        attempted_at: Time.current,
        error: "Conversion older than #{CONVERSION_WINDOW_DAYS} days; not resubmitted",
        conversion_date_time: conversion_date_time,
        fractional_conversion_value: fractional_conversion_value,
        conversion_email: conversion_email
      }.compact

      opportunity.update_column(:google_conversion_meta, google_meta)
      return { success: false, reason: :outside_conversion_window, meta: google_meta }
    end

    if baseline_time && conversion_date_time < baseline_time
      google_meta = {
        result: 'skipped_conversion_precedes_click',
        gclid: (chosen_key == :gclid ? chosen_val : nil),
        gbraid: (chosen_key == :gbraid ? chosen_val : nil),
        wbraid: (chosen_key == :wbraid ? chosen_val : nil),
        attempted_at: Time.current,
        error: "Conversion date #{conversion_date_time} precedes click date #{baseline_time}; skipping to avoid Google rejection",
        conversion_date_time: conversion_date_time,
        fractional_conversion_value: fractional_conversion_value,
        conversion_email: conversion_email
      }.compact

      opportunity.update_column(:google_conversion_meta, google_meta)
      Rails.logger.info "GoogleConversionReporter: Skipping opportunity #{opportunity.reference_number} - conversion precedes click"
      return { success: false, reason: :conversion_precedes_click, meta: google_meta }
    end

    attempts = []
    chosen = { gclid: nil, gbraid: nil, wbraid: nil }
    res = nil
    identifiers = [
      { gclid: opportunity.find_gclid.presence },
      { gbraid: (opportunity.respond_to?(:find_gbraid) ? opportunity.find_gbraid.presence : nil) },
      { wbraid: opportunity.find_wbraid.presence }
    ]
    identifiers.each do |ids|
      key, value = ids.find { |_, v| v.present? }
      next unless value

      attempts << key
      chosen = { gclid: nil, gbraid: nil, wbraid: nil }.merge(key => value)
      res = upload_conversion_with_identifiers(
        customer_id: self.class.manager_customer_id,
        conversion_action_id: CRM_OPPORTUNITY_CTID,
        gclid: chosen[:gclid],
        gbraid: chosen[:gbraid],
        wbraid: chosen[:wbraid],
        email_address: conversion_email,
        conversion_date_time: conversion_date_time,
        conversion_value: fractional_conversion_value,
        order_id: opportunity.reference_number
      )
      break if res.is_a?(Hash) && res[:status] == :reported
    end

    reported = res.is_a?(Hash) && res[:status] == :reported

    google_meta = {
      result: res.is_a?(Hash) ? res[:status].to_s : res.to_s,
      error: res.is_a?(Hash) ? res[:error] : nil,
      gclid: chosen[:gclid],
      gbraid: chosen[:gbraid],
      wbraid: chosen[:wbraid],
      attempted_at: Time.current,
      reported_at: (Time.current if reported),
      attempted_identifiers: attempts,
      conversion_date_time: conversion_date_time,
      fractional_conversion_value: fractional_conversion_value,
      conversion_email: conversion_email
    }.compact

    opportunity.update_column(:google_conversion_meta, google_meta)

    { success: true, meta: google_meta }
  else
    Rails.logger.info "GoogleConversionReporter::send_new_opportunity_conversion: No gclids present for opportunity #{opportunity.reference_number}"
    ErrorReporting.info('GoogleConversionReporter::send_new_opportunity_conversion: No gclids present', {
      opportunity: opportunity,
      gclid: opportunity.find_gclid,
      wbraid: opportunity.find_wbraid
    })
    { success: false, reason: :no_gclids_present }
  end
end

#send_new_order_conversion(order) ⇒ Object

test with "CjwKCAjwxr2iBhBJEiwAdXECwwhFa9nVWna4owzvkx8EXDv1HPwTQ14kFQT6rWNx4Z5R2D_PPDGYAxoCLwUQAvD_BwE"



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 23

def send_new_order_conversion(order)
  unless order.is_sales_order?
    Rails.logger.info "#{order.reference_number} is not a sales order and cannot be reported as conversion"
    return { success: false, reason: :not_a_sales_order }
  end

  if order.google_conversion_meta_reported_at.present?
    Rails.logger.warn "GoogleConversionReporter::send_new_order_conversion: Already reported on #{order.reference_number}"
    ErrorReporting.warning('GoogleConversionReporter::send_new_order_conversion: Already reported', {
      order: order,
      gclid: order.find_gclid,
      wbraid: order.find_wbraid
    })
    # We report on this but continue to hit the google API for confirmation
    # return { success: false, reason: :already_reported, meta: order.google_conversion_meta }
  end

  total = order.invoices.sum(&:revenue_consolidated) # Must be in USD || order.line_total

  # testing
  # gclid = "CjwKCAjwxr2iBhBJEiwAdXECwwhFa9nVWna4owzvkx8EXDv1HPwTQ14kFQT6rWNx4Z5R2D_PPDGYAxoCLwUQAvD_BwE"

  # Proceed if ANY click identifier is available
  if order.find_gclid.present? || (order.respond_to?(:find_gbraid) && order.find_gbraid.present?) || order.find_wbraid.present?
    conversion_date_time = order.google_conversion_meta_conversion_date_time || order.invoices.first&.created_at
    conversion_email = order.tracking_email&.first || order.order_emails.first

    # Guard: Return early if no invoice is available
    unless conversion_date_time
      Rails.logger.warn "GoogleConversionReporter::send_new_order_conversion: No invoice available for order #{order.reference_number}"
      ErrorReporting.warning('GoogleConversionReporter::send_new_order_conversion: No invoice', {
        order_id: order.id,
        reference_number: order.reference_number,
        invoices_count: order.invoices.count
      })
      return { success: false, reason: :no_invoice }
    end

    # Skip submissions beyond 90-day conversion window or when click date is unknown
    chosen_key, chosen_val, baseline_time = click_baseline_for(order)

    # If we can't determine click date, skip submission to avoid Google rejection
    if chosen_key && baseline_time.nil?
      google_conversion_meta = {
        result: 'skipped_unknown_click_date',
        gclid: (chosen_key == :gclid ? chosen_val : nil),
        gbraid: (chosen_key == :gbraid ? chosen_val : nil),
        wbraid: (chosen_key == :wbraid ? chosen_val : nil),
        attempted_at: Time.current,
        error: 'Cannot verify click is within conversion window; skipping to avoid Google rejection',
        conversion_date_time: conversion_date_time,
        conversion_email: conversion_email
      }.compact

      order.update_column(:google_conversion_meta, google_conversion_meta)
      Rails.logger.info "GoogleConversionReporter: Skipping order #{order.reference_number} - unknown click date for #{chosen_key}"
      return { success: false, reason: :unknown_click_date, meta: google_conversion_meta }
    end

    if baseline_time && (Time.current.to_date - baseline_time.to_date) > CONVERSION_WINDOW_DAYS
      google_conversion_meta = {
        result: 'skipped_outside_window',
        gclid: (chosen_key == :gclid ? chosen_val : nil),
        gbraid: (chosen_key == :gbraid ? chosen_val : nil),
        wbraid: (chosen_key == :wbraid ? chosen_val : nil),
        attempted_at: Time.current,
        error: "Conversion older than #{CONVERSION_WINDOW_DAYS} days; not resubmitted",
        conversion_date_time: conversion_date_time,
        conversion_email: conversion_email
      }.compact

      order.update_column(:google_conversion_meta, google_conversion_meta)
      return { success: false, reason: :outside_conversion_window, meta: google_conversion_meta }
    end

    if baseline_time && conversion_date_time < baseline_time
      google_conversion_meta = {
        result: 'skipped_conversion_precedes_click',
        gclid: (chosen_key == :gclid ? chosen_val : nil),
        gbraid: (chosen_key == :gbraid ? chosen_val : nil),
        wbraid: (chosen_key == :wbraid ? chosen_val : nil),
        attempted_at: Time.current,
        error: "Conversion date #{conversion_date_time} precedes click date #{baseline_time}; skipping to avoid Google rejection",
        conversion_date_time: conversion_date_time,
        conversion_email: conversion_email
      }.compact

      order.update_column(:google_conversion_meta, google_conversion_meta)
      Rails.logger.info "GoogleConversionReporter: Skipping order #{order.reference_number} - conversion precedes click"
      return { success: false, reason: :conversion_precedes_click, meta: google_conversion_meta }
    end

    # Try identifiers in order: gclid -> gbraid -> wbraid (only one at a time)
    attempts = []
    chosen = { gclid: nil, gbraid: nil, wbraid: nil }
    res = nil
    identifiers = [
      { gclid: order.find_gclid.presence },
      { gbraid: (order.respond_to?(:find_gbraid) ? order.find_gbraid.presence : nil) },
      { wbraid: order.find_wbraid.presence }
    ]
    identifiers.each do |ids|
      key, value = ids.find { |_, v| v.present? }
      next unless value

      attempts << key
      chosen = { gclid: nil, gbraid: nil, wbraid: nil }.merge(key => value)
      res = upload_conversion_with_identifiers(
        customer_id: self.class.manager_customer_id,
        conversion_action_id: CRM_INVOICED_REVENUE_CTID,
        gclid: chosen[:gclid],
        gbraid: chosen[:gbraid],
        wbraid: chosen[:wbraid],
        email_address: conversion_email,
        conversion_date_time: conversion_date_time,
        conversion_value: total,
        order_id: order.reference_number
      )
      break if res.is_a?(Hash) && res[:status] == :reported
    end

    reported = res.is_a?(Hash) && res[:status] == :reported

    google_conversion_meta = {
      result: res.is_a?(Hash) ? res[:status].to_s : res.to_s,
      error: res.is_a?(Hash) ? res[:error] : nil,
      gclid: chosen[:gclid],
      gbraid: chosen[:gbraid],
      wbraid: chosen[:wbraid],
      attempted_at: Time.current,
      reported_at: (Time.current if reported),
      attempted_identifiers: attempts,
      conversion_date_time: conversion_date_time,
      conversion_email: conversion_email
    }.compact

    order.update_column(:google_conversion_meta, google_conversion_meta)

    if reported
      winning_key = chosen.find { |_, v| v.present? }&.first
      if winning_key && winning_key != chosen_key
        _, _, actual_click_date = click_baseline_for_key(order, winning_key, chosen[winning_key])
        assign_campaign_source_to_order(order, actual_click_date || baseline_time)
      else
        assign_campaign_source_to_order(order, baseline_time)
      end
    end

    { success: true, meta: order.google_conversion_meta }
  else
    Rails.logger.info "GoogleConversionReporter::send_new_order_conversion: No click identifiers (gclid/gbraid/wbraid) present for order #{order.reference_number}"
    ErrorReporting.info('GoogleConversionReporter::send_new_order_conversion: No click identifiers present', {
      order: order,
      gclid: order.find_gclid,
      gbraid: order.respond_to?(:find_gbraid) && order.find_gbraid,
      wbraid: order.find_wbraid
    })
    { success: false, reason: :no_gclids_present }
  end
end

#upload_conversion_adjustment(conversion_action_id:, gclid:, adjustment_type:, conversion_date_time:, adjustment_date_time:, restatement_value:, order_id:, customer_id: nil) ⇒ Object

TODO:
TODO: Go no further, the following needs additional work
TODO:
TODO:



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 625

def upload_conversion_adjustment(
  conversion_action_id:, gclid:, adjustment_type:, conversion_date_time:, adjustment_date_time:, restatement_value:, order_id:, customer_id: nil
)
  customer_id ||= self.class.manager_customer_id
  client = get_client

  # Associate conversion adjustments with the existing conversion action.
  # The GCLID should have been uploaded before with a conversion.
  # TODO: what about wbraid
  conversion_adjustment = client.resource.conversion_adjustment do |ca|
    ca.conversion_action = client.path.conversion_action(customer_id, conversion_action_id)
    ca.adjustment_type = adjustment_type

    if order_id.nil?
      ca.gclid_date_time_pair = client.resource.gclid_date_time_pair do |gdtp|
        gdtp.gclid = gclid
        gdtp.conversion_date_time = conversion_date_time
      end
    else
      ca.order_id = order_id
    end
    ca.adjustment_date_time = adjustment_date_time

    # Set adjusted value for adjustment type RESTATEMENT.
    if adjustment_type == :RESTATEMENT
      ca.restatement_value = client.resource.restatement_value do |ra|
        ra.adjusted_value = restatement_value.to_f
      end
    end
  end

  # Issue a request to upload the conversion adjustment(s).
  response = client.service.conversion_adjustment_upload.upload_conversion_adjustments(
    customer_id: customer_id,
    # This example shows just one adjustment but you may upload multiple ones.
    conversion_adjustments: [conversion_adjustment],
    partial_failure: true
  )

  if response.partial_failure_error.nil?
    # Process and print all results for multiple adjustments
    response.results.each do |result|
      puts "Uploaded conversion adjustment at #{result.adjustment_date_time} " \
           "for adjustment #{result.adjustment_type} to #{result.conversion_action}."
    end
  else
    # Print any partial errors returned.
    failures = client.decode_partial_failure_error(response.partial_failure_error)
    puts 'Request failed. Failure details:'
    failures.each do |failure|
      failure.errors.each do |error|
        puts "\t#{error.error_code.error_code}: #{error.message}"
      end
    end
  end
end

#upload_conversion_enhancement(conversion_action_id:, order_id:, conversion_date_time:, user_agent:, customer_id: nil) ⇒ Object

DO NOT USE YET
included only for future use



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 684

def upload_conversion_enhancement(
  conversion_action_id:, order_id:, conversion_date_time:, user_agent:, customer_id: nil
)
  customer_id ||= self.class.manager_customer_id
  client = get_client

  enhancement = client.resource.conversion_adjustment do |ca|
    ca.conversion_action = client.path.conversion_action(customer_id, conversion_action_id)
    ca.adjustment_type = :ENHANCEMENT
    ca.order_id = order_id

    # Sets the conversion date and time if provided. Providing this value is
    # optional but recommended.
    unless conversion_date_time.nil?
      ca.gclid_date_time_pair = client.resource.gclid_date_time_pair do |pair|
        pair.conversion_date_time = conversion_date_time.to_fs(:google_ads)
      end
    end

    # Creates a user identifier using sample values for the user address.
    ca.user_identifiers << client.resource.user_identifier do |ui|
      ui.address_info = client.resource.offline_user_address_info do |info|
        # Certain fields must be hashed using SHA256 in order to handle
        # identifiers in a privacy-safe way, as described at
        # https://support.google.com/google-ads/answer/9888656.
        info.hashed_first_name = normalize_and_hash('Joanna')
        info.hashed_last_name = normalize_and_hash('Smith')
        info.hashed_street_address = normalize_and_hash('1600 Amphitheatre Pkwy')
        info.city = 'Mountain View'
        info.state = 'CA'
        info.postal_code = '94043'
        info.country_code = 'US'
      end
      # Optional: Specifies the user identifier source.
      ui.user_identifier_source = :FIRST_PARTY
    end

    # Creates a user identifier using the hashed email address.
    ca.user_identifiers << client.resource.user_identifier do |ui|
      # Uses the normalize and hash method specifically for email addresses.
      ui.hashed_email = normalize_and_hash_email('dana@example.com')
      ui.user_identifier_source = :FIRST_PARTY
    end

    # Sets optional fields where a value was provided.
    unless user_agent.nil?
      # Sets the user agent. This should match the user agent of the request
      # that sent the original conversion so the conversion and its enhancement
      # are either both attributed as same-device or both attributed as
      # cross-device.
      ca.user_agent = user_agent
    end
  end

  response = client.service.conversion_adjustment_upload.upload_conversion_adjustments(
    customer_id: customer_id,
    conversion_adjustments: [enhancement],
    # Partial failure must be set to true.
    partial_failure: true
  )

  if response.partial_failure_error
    puts "Partial failure encountered: #{response.partial_failure_error.message}."
  else
    result = response.results.first
    puts "Uploaded conversion adjustment of #{result.conversion_action} for " \
         "order ID #{result.order_id}."
  end
end

#upload_conversion_with_identifiers(customer_id:, conversion_action_id:, gclid:, gbraid:, wbraid:, email_address:, conversion_date_time:, conversion_value:, order_id:) ⇒ Object



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 494

def upload_conversion_with_identifiers(
  customer_id:,
  conversion_action_id:,
  gclid:, # "CjwKCAjwxr2iBhBJEiwAdXECwwhFa9nVWna4owzvkx8EXDv1HPwTQ14kFQT6rWNx4Z5R2D_PPDGYAxoCLwUQAvD_BwE"
  gbraid:,
  wbraid:,
  email_address:,
  conversion_date_time:,
  conversion_value:,
  order_id:
)
  # Must specify exactly one of GCLID, GBRAID, WBRAID. If none, do not attempt
  return { status: :missing_identifier, error: 'No gclid/gbraid/wbraid present' } if [gclid, gbraid, wbraid].compact.blank?

  # Normalize: prefer a single non-nil id (callers already ensure order)
  ids = { gclid: gclid, gbraid: gbraid, wbraid: wbraid }.compact
  gclid  = ids[:gclid]
  gbraid = ids[:gbraid]
  wbraid = ids[:wbraid]
  client = get_client

  click_conversion = client.resource.click_conversion do |cc|
    cc.conversion_action = client.path.conversion_action(customer_id, conversion_action_id)
    # Sets the single specified ID field.
    if !gclid.nil?
      cc.gclid = gclid
    elsif !gbraid.nil?
      cc.gbraid = gbraid
    elsif !wbraid.nil?
      cc.wbraid = wbraid
    end
    cc.conversion_date_time = conversion_date_time.to_fs(:google_ads)
    cc.conversion_value = conversion_value.to_f
    cc.currency_code = 'USD'

    # Not in the official example, but is required for adjusting conversion
    # NOTE: you need permission from google
    # cc.conversion_environment = :WEB

    # TODO: SEND CART DATA TOO
    # https://developers.google.com/google-ads/api/reference/rpc/v12/CartData

    cc.order_id = order_id unless order_id.nil?

    # Only set enhanced user identifiers when using GCLID (not for gbraid/wbraid)
    if gclid.present? && email_address.present?
      cc.user_identifiers << client.resource.user_identifier do |id|
        id.hashed_email = normalize_and_hash_email(email_address)
        id.user_identifier_source = :FIRST_PARTY
      end
    end
  end

  begin
    response = client.service.conversion_upload.upload_click_conversions(
      customer_id: customer_id,
      conversions: [click_conversion],
      # Partial failure must be true.
      partial_failure: true
    )

    if response.partial_failure_error.nil?
      result = response.results.first
      logger.info "upload_conversion_with_identifiers succeeded at #{result.conversion_date_time} " \
                  "from Google Click ID #{result.gclid} to #{result.conversion_action}."
      ErrorReporting.info('GoogleConversionReporter::upload_conversion_with_identifiers: succeeded', {
        customer_id: customer_id,
        conversion_action_id: conversion_action_id,
        gclid: gclid,
        wbraid: wbraid,
        email_address: email_address,
        conversion_date_time: conversion_date_time,
        conversion_value: conversion_value,
        order_id: order_id,
        result: result
      })
      { status: :reported }
    else
      failures = client.decode_partial_failure_error(response.partial_failure_error)
      first_error = nil
      failures.each do |failure|
        failure.errors.each do |error|
          first_error ||= error
          error_context = {
            customer_id: customer_id,
            conversion_action_id: conversion_action_id,
            gclid: gclid,
            wbraid: wbraid,
            email_address: email_address,
            conversion_date_time: conversion_date_time,
            conversion_value: conversion_value,
            order_id: order_id,
            result: error
          }

          # Expected failures (click-through window expired, already reported) - log as warning
          if error.message&.include?('click-through window') || error.message&.include?('already been recorded')
            logger.warn "GoogleConversionReporter::upload_conversion_with_identifiers: Expected failure - #{error.error_code.error_code}: #{error.message}"
            ErrorReporting.warning("GoogleConversionReporter::upload_conversion_with_identifiers: #{error.message || 'failed'}", error_context)
          else
            logger.error "GoogleConversionReporter::upload_conversion_with_identifiers failed. Failure details: \t#{error.error_code.error_code}: #{error.message}"
            ErrorReporting.error("GoogleConversionReporter::upload_conversion_with_identifiers: #{error.message || 'failed'}", error_context)
          end
        end
      end
      { status: :failed_to_report, error: first_error&.message, error_code: first_error&.error_code&.error_code }
    end
  rescue StandardError => e
    logger.error "GoogleConversionReporter::upload_conversion_with_identifiers failed to report an error: #{e.message}"
    ErrorReporting.critical('GoogleConversionReporter::upload_conversion_with_identifiers failed to report an error', {
      customer_id: customer_id,
      click_conversion: click_conversion,
      conversion_action_id: conversion_action_id,
      gclid: gclid,
      wbraid: wbraid,
      email_address: email_address,
      conversion_date_time: conversion_date_time,
      conversion_value: conversion_value,
      order_id: order_id,
      error: e.message,
      backtrace: e.backtrace
    })
    { status: :failed_to_report, error: e.message }
  end
end

#upload_offline_conversion(customer_id, conversion_action_id, gclid, gbraid, wbraid, conversion_date_time, conversion_value, conversion_custom_variable_id, conversion_custom_variable_value) ⇒ Object

DON'T USE



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# File 'app/services/invoicing/google_conversion_reporter.rb', line 1007

def upload_offline_conversion(
  customer_id, # "2111091309" jake-text
  conversion_action_id, # "6499952095" c3c # 6509720835 prod CRM CO
  gclid, # "CjwKCAjwxr2iBhBJEiwAdXECwwhFa9nVWna4owzvkx8EXDv1HPwTQ14kFQT6rWNx4Z5R2D_PPDGYAxoCLwUQAvD_BwE"
  gbraid,
  wbraid,
  conversion_date_time,
  conversion_value,
  conversion_custom_variable_id,
  conversion_custom_variable_value
)
  client = get_client

  # # Verifies that exactly one of gclid, gbraid, and wbraid is specified, as required.
  # # See https://developers.google.com/google-ads/api/docs/conversions/upload-clicks for details.
  # identifiers_specified = [gclid, gbraid, wbraid].reject {|v| v.nil?}.count
  # if identifiers_specified != 1
  #   raise "Must specify exactly one of GCLID, GBRAID, and WBRAID. " \
  #   "#{identifiers_specified} values were provided."
  # end

  click_conversion = client.resource.click_conversion do |cc|
    cc.conversion_action = client.path.conversion_action(customer_id, conversion_action_id)
    # Sets the single specified ID field.
    if !gclid.nil?
      cc.gclid = gclid
    elsif !gbraid.nil?
      cc.gbraid = gbraid
    else
      cc.wbraid = wbraid
    end
    cc.conversion_value = conversion_value.to_f
    cc.conversion_date_time = conversion_date_time.to_fs(:google_ads)
    cc.currency_code = 'USD'

    if conversion_custom_variable_id && conversion_custom_variable_value
      cc.custom_variables << client.resource.custom_variable do |cv|
        cv.conversion_custom_variable = client.path.conversion_custom_variable(
          customer_id, conversion_custom_variable_id
        )
        cv.value = conversion_custom_variable_value
      end
    end
  end

  response = client.service.conversion_upload.upload_click_conversions(
    customer_id: customer_id,
    conversions: [click_conversion],
    partial_failure: true
  )
  if response.partial_failure_error.nil?
    result = response.results.first
    puts "Uploaded conversion that occurred at #{result.conversion_date_time} " \
         "from Google Click ID #{result.gclid} to #{result.conversion_action}."
  else
    failures = client.decode_partial_failure_error(response.partial_failure_error)
    puts 'Request failed. Failure details:'
    failures.each do |failure|
      failure.errors.each do |error|
        puts "\t#{error.error_code.error_code}: #{error.message}"
      end
    end
  end
end