Class: Invoicing::GoogleConversionReporter
- Inherits:
-
BaseService
- Object
- BaseService
- Invoicing::GoogleConversionReporter
- 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'- GOOGLE_ADS_SOURCE_ID =
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
- .client ⇒ Object
-
.manager_customer_id ⇒ Object
!!!!!! NOTE: "customer" in this context refers to WY as a customer of GOOGLE ads, NOT our customers.
Instance Method Summary collapse
- #alter_conversion(order) ⇒ Object
- #assign_campaign_source_to_order(order, click_date) ⇒ Object
-
#click_baseline_for(resource) ⇒ Object
Determine which identifier will be used and the corresponding click baseline time Returns [key, value, baseline_time].
-
#click_baseline_for_key(resource, id_key, id_val) ⇒ Object
Look up click date for a specific identifier key/value on the resource.
- #collect_visits(resource) ⇒ Object
- #compute_campaign_attribution(order, campaign_source, click_date) ⇒ Object
-
#enhance_conversion(order) ⇒ Object
Add info to conversion.
- #find_visit_baseline(visits, id_key, id_val) ⇒ Object
- #get_account_hierarchy(manager_customer_id, login_customer_id) ⇒ Object
- #get_client ⇒ Object
- #nice_query(q, customer_id = WY_CHILD_LOCAL_ACCOUNT) ⇒ Object
- #nicer_query(q, customer_id = WY_CHILD_LOCAL_ACCOUNT) ⇒ Object
-
#normalize_and_hash(str) ⇒ Object
Returns the result of normalizing and then hashing the string using the provided digest.
-
#normalize_and_hash_email(email) ⇒ Object
Returns the result of normalizing and hashing an email address.
- #print_account_hierarchy(customer_client, cid_to_children, depth) ⇒ Object
- #query(q, customer_id = WY_CHILD_LOCAL_ACCOUNT) ⇒ Object
- #resolve_campaign_source(order) ⇒ Object
- #retract_conversion(order) ⇒ Object
- #send_new_opportunity_conversion(opportunity, conversion_date_time: nil) ⇒ Object
-
#send_new_order_conversion(order) ⇒ Object
test with "CjwKCAjwxr2iBhBJEiwAdXECwwhFa9nVWna4owzvkx8EXDv1HPwTQ14kFQT6rWNx4Z5R2D_PPDGYAxoCLwUQAvD_BwE".
-
#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:.
-
#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.
- #upload_conversion_with_identifiers(customer_id:, conversion_action_id:, gclid:, gbraid:, wbraid:, email_address:, conversion_date_time:, conversion_value:, order_id:) ⇒ Object
-
#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.
Class Method Details
.client ⇒ Object
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# File 'app/services/invoicing/google_conversion_reporter.rb', line 987 def self.client new.get_client end |
.manager_customer_id ⇒ Object
!!!!!! 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. || 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.}" ErrorReporting.warning('GoogleConversionReporter: assign_campaign_source_to_order failed', { order_id: order.id, error: e. }) 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 get_account_hierarchy(manager_customer_id, login_customer_id) client = get_client # Set the specified login customer ID. client.configure do |config| if login_customer_id config.login_customer_id = login_customer_id.to_i elsif manager_customer_id config.login_customer_id = 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:' print_account_hierarchy(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_client ⇒ Object
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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.login_customer_id = 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 |
#print_account_hierarchy(customer_client, cid_to_children, depth) ⇒ Object
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# File 'app/services/invoicing/google_conversion_reporter.rb', line 870 def print_account_hierarchy(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| print_account_hierarchy(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..present? Rails.logger.warn "GoogleConversionReporter::send_new_opportunity_conversion: Opportunity #{opportunity.} 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. } 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? = { 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, ) Rails.logger.info "GoogleConversionReporter: Skipping opportunity #{opportunity.reference_number} - unknown click date for #{chosen_key}" return { success: false, reason: :unknown_click_date, meta: } end if baseline_time && (Time.current.to_date - baseline_time.to_date) > CONVERSION_WINDOW_DAYS = { 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, ) return { success: false, reason: :outside_conversion_window, meta: } end if baseline_time && conversion_date_time < baseline_time = { 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, ) Rails.logger.info "GoogleConversionReporter: Skipping opportunity #{opportunity.reference_number} - conversion precedes click" return { success: false, reason: :conversion_precedes_click, 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 = { 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, ) { success: true, 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..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. || 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? = { 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, ) Rails.logger.info "GoogleConversionReporter: Skipping order #{order.reference_number} - unknown click date for #{chosen_key}" return { success: false, reason: :unknown_click_date, meta: } end if baseline_time && (Time.current.to_date - baseline_time.to_date) > CONVERSION_WINDOW_DAYS = { 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, ) return { success: false, reason: :outside_conversion_window, meta: } end if baseline_time && conversion_date_time < baseline_time = { 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, ) Rails.logger.info "GoogleConversionReporter: Skipping order #{order.reference_number} - conversion precedes click" return { success: false, reason: :conversion_precedes_click, 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 = { 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, ) 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. } 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.}" 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.}." 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.&.include?('click-through window') || error.&.include?('already been recorded') logger.warn "GoogleConversionReporter::upload_conversion_with_identifiers: Expected failure - #{error.error_code.error_code}: #{error.}" ErrorReporting.warning("GoogleConversionReporter::upload_conversion_with_identifiers: #{error. || 'failed'}", error_context) else logger.error "GoogleConversionReporter::upload_conversion_with_identifiers failed. Failure details: \t#{error.error_code.error_code}: #{error.}" ErrorReporting.error("GoogleConversionReporter::upload_conversion_with_identifiers: #{error. || 'failed'}", error_context) end end end { status: :failed_to_report, error: first_error&., 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.}" 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., backtrace: e.backtrace }) { status: :failed_to_report, error: e. } 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.}" end end end end |