Class: Invoicing::GoogleConversionReporter

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

Overview

Service object: google conversion reporter.

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 =

Conversion window days.

90
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 =

Crm opportunity ctid.

'6686958170'
CRM_CONFIRMED_MANAGER_SALE_CTID =

don't use

'6514977040'
1155
MOSS_DIGITAL_SOURCE_ID =

Moss digital source id.

4973
NARROWABLE_SOURCE_IDS =

Narrowable source ids.

[Source::UNKNOWN_ID, GOOGLE_ADS_SOURCE_ID, MOSS_DIGITAL_SOURCE_ID].freeze
ATTRIBUTION_TIERS =

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 =

Attribution floor pct.

0.10

Instance Attribute Summary

Attributes inherited from BaseService

#options

Class Method Summary collapse

Instance Method Summary collapse

Methods inherited from BaseService

#initialize, #log_debug, #log_error, #log_info, #log_warning, #logger, #process, #tagged_logger

Constructor Details

This class inherits a constructor from BaseService

Class Method Details

.client ⇒ Object 



985
986
987
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 985

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



9
10
11
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 9

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

Instance Method Details

#alter_conversion(order) ⇒ Object 



345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 345

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 



899
900
901
902
903
904
905
906
907
908
909
910
911
912
913
914
915
916
917
918
919
920
921
922
923
924
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 899

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)
    order.opportunity.update_column(:source_id, campaign_source.id) if order.opportunity && (order.opportunity.source_id.nil? || NARROWABLE_SOURCE_IDS.include?(order.opportunity.source_id))
    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]



515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 515

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



507
508
509
510
511
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 507

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 



534
535
536
537
538
539
540
541
542
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 534

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 



959
960
961
962
963
964
965
966
967
968
969
970
971
972
973
974
975
976
977
978
979
980
981
982
983
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 959

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.campaign_external_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



406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 406

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 



544
545
546
547
548
549
550
551
552
553
554
555
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 544

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

  matched = visits.find { |v| visit_click_identifier(v, id_key) == id_val }
  return nil unless matched

  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 



773
774
775
776
777
778
779
780
781
782
783
784
785
786
787
788
789
790
791
792
793
794
795
796
797
798
799
800
801
802
803
804
805
806
807
808
809
810
811
812
813
814
815
816
817
818
819
820
821
822
823
824
825
826
827
828
829
830
831
832
833
834
835
836
837
838
839
840
841
842
843
844
845
846
847
848
849
850
851
852
853
854
855
856
857
858
859
860
861
862
863
864
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 773

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

    until unprocessed_customer_ids.empty?
      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_client ⇒ Object 



989
990
991
992
993
994
995
996
997
998
999
1000
1001
1002
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 989

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 



438
439
440
441
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 438

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 



443
444
445
446
447
448
449
450
451
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 443

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

#no_valuable_sales_records?(opportunity) ⇒ Boolean

A nil Opportunity#value is only anomalous when there was something to
value in the first place.

Opportunity#calculate_value derives value exclusively from
orders.sales_orders and quotes.sales_quotes.active — and
Quote.sales_quotes is where(quote_type: SALES_QUOTE), i.e. SQ only.
An opportunity carrying only non-SQ quotes (MQ, …) therefore has a
permanently nil value by design: nothing in its record set is countable.
Treating that as an error just trends an expected data shape — AppSignal
#4142 fired three times in four months, every time on an opportunity whose
only quote was an MQ.

Existence, not amount, is the test on purpose: an active SQ that exists
but still yields no value (nil / zero line_total) is a genuine anomaly
and keeps its error.

Returns:

  • (Boolean) 


501
502
503
504
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 501

def no_valuable_sales_records?(opportunity)
  !opportunity.orders.sales_orders.exists? &&
    !opportunity.quotes.sales_quotes.active.exists?
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.



754
755
756
757
758
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 754

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'.



763
764
765
766
767
768
769
770
771
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 763

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 



866
867
868
869
870
871
872
873
874
875
876
877
878
879
880
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 866

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 



429
430
431
432
433
434
435
436
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 429

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 



926
927
928
929
930
931
932
933
934
935
936
937
938
939
940
941
942
943
944
945
946
947
948
949
950
951
952
953
954
955
956
957
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 926

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.marketing_meta_gclid.present? || v.marketing_meta_gbraid.present? || v.marketing_meta_wbraid.present? }
  return nil unless visit

  return visit.source if visit.source && visit.source.campaign_provider == 'google' && visit.source.campaign_external_id.present?

  utm = visit.utm_campaign.presence || visit.utm_id.presence
  if utm
    by_campaign_id = Source.find_by_campaign(provider: 'google', external_id: utm)
    return by_campaign_id if by_campaign_id

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

  nil
end

#retract_conversion(order) ⇒ Object 



373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 373

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
  order&.visit&.user_agent || order&.quote&.visit&.user_agent || order&.opportunity&.visit&.user_agent
  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 



186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 186

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 (sibling = sibling_opportunity_already_reported(opportunity))
    Rails.logger.info "GoogleConversionReporter::send_new_opportunity_conversion: Sibling opp #{sibling.reference_number} already reported; skipping #{opportunity.reference_number}"
    return { success: false, reason: :sibling_already_reported, sibling_opportunity_id: sibling.id }
  end

  if opportunity.value.nil?
    if no_valuable_sales_records?(opportunity)
      Rails.logger.info "GoogleConversionReporter::send_new_opportunity_conversion: Opportunity #{opportunity.reference_number} has no sales quote or order to value"
      return { success: false, reason: :no_valuable_sales_records }
    end

    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
    # Opportunity is a lead, not a closed sale, so it books a fraction of its
    # quoted value. PPC dial — /crm/settings/ad-conversion-values.
    fractional_conversion_value = opportunity.value * Setting.ad_conversion_opportunity_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"



25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 25

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

#sibling_opportunity_already_reported(opportunity) ⇒ Object

When a rep creates a CRM opp for a customer who already had an open
quote-builder / online opp, both opps can transition to follow_up and
both would fire send_new_opportunity_conversion against the same Google
click. Production data showed ~9% of opp uploads sharing a GCLID with a
sibling — phantom lead volume that biased smart-bidding.

Skip the upload when any other opp on the same customer / parent cluster
has already been reported. The cluster-aware check (parent_id /
merged_into_id) catches the auto-linked case; the customer + GCLID
fallback catches legacy unlinked siblings until the backfill runs.



463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 463

def sibling_opportunity_already_reported(opportunity)
  customer_id = opportunity.customer_id
  return nil if customer_id.nil?

  cluster_ids = [opportunity.parent_id, opportunity.merged_into_id, opportunity.id].compact
  gclid = opportunity.find_gclid.presence

  scope = Opportunity
          .where(customer_id: customer_id)
          .where.not(id: opportunity.id)
          .google_conversion_reported

  cluster_match = scope.where.any_of(
    { id: cluster_ids },
    { parent_id: cluster_ids },
    { merged_into_id: cluster_ids }
  ).first
  return cluster_match if cluster_match
  return nil unless gclid

  scope.with_google_conversion_gclid(gclid).first
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:

Go no further, the following needs additional work



622
623
624
625
626
627
628
629
630
631
632
633
634
635
636
637
638
639
640
641
642
643
644
645
646
647
648
649
650
651
652
653
654
655
656
657
658
659
660
661
662
663
664
665
666
667
668
669
670
671
672
673
674
675
676
677
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 622

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



681
682
683
684
685
686
687
688
689
690
691
692
693
694
695
696
697
698
699
700
701
702
703
704
705
706
707
708
709
710
711
712
713
714
715
716
717
718
719
720
721
722
723
724
725
726
727
728
729
730
731
732
733
734
735
736
737
738
739
740
741
742
743
744
745
746
747
748
749
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 681

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 



575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
607
608
609
610
611
612
613
614
615
616
617
618
619
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 575

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:
)
  # Offline conversions now upload via the Data Manager API events:ingest (the
  # Google Ads API uploadClickConversions path is being sunset). The conversion
  # action is the destination and the operating account comes from the
  # :google_data_manager credentials, so the legacy manager `customer_id` is
  # retained only for logging continuity.
  return { status: :missing_identifier, error: 'No gclid/gbraid/wbraid present' } if [gclid, gbraid, wbraid].compact.blank?

  hashed_email = (normalize_and_hash_email(email_address) if gclid.present? && email_address.present?)
  result = Invoicing::ConversionEventUploader.new.upload(
    conversion_action_id: conversion_action_id,
    conversion_date_time: conversion_date_time,
    conversion_value: conversion_value,
    gclid: gclid, gbraid: gbraid, wbraid: wbraid,
    hashed_email: hashed_email,
    order_id: order_id
  )

  context = {
    customer_id: customer_id, conversion_action_id: conversion_action_id,
    gclid: gclid, gbraid: gbraid, wbraid: wbraid,
    email_address: (email_address.present? ? '[REDACTED]' : nil),
    conversion_date_time: conversion_date_time, conversion_value: conversion_value,
    order_id: order_id, result: result.to_h
  }
  if result.status == :reported
    logger.info "upload_conversion_with_identifiers reported (request #{result.request_id}) for order #{order_id}"
    ErrorReporting.info('GoogleConversionReporter::upload_conversion_with_identifiers: succeeded', context)
  elsif result.status == :failed_to_report
    logger.error "GoogleConversionReporter::upload_conversion_with_identifiers failed: #{result.error}"
    ErrorReporting.error("GoogleConversionReporter::upload_conversion_with_identifiers: #{result.error || 'failed'}", context)
  end
  # Adapt the typed Result to the legacy {status:} hash the callers expect.
  { status: result.status, request_id: result.request_id, error: result.error }.compact
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



1005
1006
1007
1008
1009
1010
1011
1012
1013
1014
1015
1016
1017
1018
1019
1020
1021
1022
1023
1024
1025
1026
1027
1028
1029
1030
1031
1032
1033
1034
1035
1036
1037
1038
1039
1040
1041
1042
1043
1044
1045
1046
1047
1048
1049
1050
1051
1052
1053
1054
1055
1056
1057
1058
1059
1060
1061
1062
1063
1064
1065
1066
1067
1068
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 1005

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

#visit_click_identifier(visit, id_key) ⇒ Object

The gclid/gbraid/wbraid click identifiers moved from scalar Visit columns
into Visit#marketing_meta (JSONB) via the 2026-05-14 backfill and the #822
legacy_* rename, so Visit#gclid no longer exists — read them through the
marketing_meta_<key> accessor, matching Order#find_gclid's source. Without
this, find_visit_baseline matched on a dead reader, returned a nil click
date, and every order was skipped as skipped_unknown_click_date. Falls back
to a bare reader for Hash visits or any object still exposing it.



564
565
566
567
568
569
570
571
572
573
 
# File 'app/services/invoicing/google_conversion_reporter.rb', line 564

def visit_click_identifier(visit, id_key)
  if visit.is_a?(Hash)
    visit[id_key] || visit[id_key.to_s]
  else
    accessor = :"marketing_meta_#{id_key}"
    return visit.public_send(accessor) if visit.respond_to?(accessor)

    visit.public_send(id_key) if visit.respond_to?(id_key)
  end
end