=begin ActiveSalesforce Copyright 2006 Doug Chasman Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0 Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License. =end require 'thread' require 'benchmark' require 'active_record' require 'active_record/connection_adapters/abstract_adapter' require File.dirname(__FILE__) + '/rforce' require File.dirname(__FILE__) + '/column_definition' require File.dirname(__FILE__) + '/relationship_definition' require File.dirname(__FILE__) + '/boxcar_command' require File.dirname(__FILE__) + '/entity_definition' require File.dirname(__FILE__) + '/asf_active_record' require File.dirname(__FILE__) + '/id_resolver' require File.dirname(__FILE__) + '/sid_authentication_filter' require File.dirname(__FILE__) + '/recording_binding' require File.dirname(__FILE__) + '/result_array' module ActiveRecord class Base @@cache = {} def self.debug(msg) logger.debug(msg) if logger end def self.flush_connections() @@cache = {} end # Establishes a connection to the database that's used by all Active Record objects. def self.activesalesforce_connection(config) # :nodoc: debug("\nUsing ActiveSalesforce connection\n") # Default to production system using 11.0 API url = config[:url] url = "https://www.salesforce.com" unless url uri = URI.parse(url) uri.path = "/services/Soap/u/11.0" url = uri.to_s sid = config[:sid] client_id = config[:client_id] username = config[:username].to_s password = config[:password].to_s # Recording/playback support recording_source = config[:recording_source] recording = config[:recording] if recording_source recording_source = File.open(recording_source, recording ? "w" : "r") binding = ActiveSalesforce::RecordingBinding.new(url, nil, recording != nil, recording_source, logger) binding.client_id = client_id if client_id binding.login(username, password) unless sid end # Check to insure that the second to last path component is a 'u' for Partner API raise ActiveSalesforce::ASFError.new(logger, "Invalid salesforce server url '#{url}', must be a valid Parter API URL") unless url.match(/\/u\//mi) if sid binding = @@cache["sid=#{sid}"] unless binding unless binding debug("Establishing new connection for [sid='#{sid}']") binding = RForce::Binding.new(url, sid) @@cache["sid=#{sid}"] = binding debug("Created new connection for [sid='#{sid}']") else debug("Reused existing connection for [sid='#{sid}']") end else binding = @@cache["#{url}.#{username}.#{password}.#{client_id}"] unless binding unless binding debug("Establishing new connection for ['#{url}', '#{username}, '#{client_id}'") seconds = Benchmark.realtime { binding = RForce::Binding.new(url, sid) binding.login(username, password) @@cache["#{url}.#{username}.#{password}.#{client_id}"] = binding } debug("Created new connection for ['#{url}', '#{username}', '#{client_id}'] in #{seconds} seconds") end end ConnectionAdapters::SalesforceAdapter.new(binding, logger, config) end end module ConnectionAdapters class SalesforceAdapter < AbstractAdapter include StringHelper MAX_BOXCAR_SIZE = 200 attr_accessor :batch_size attr_reader :entity_def_map, :keyprefix_to_entity_def_map, :config, :class_to_entity_map def initialize(connection, logger, config) super(connection, logger) @connection_options = nil @config = config @entity_def_map = {} @keyprefix_to_entity_def_map = {} @command_boxcar = [] @class_to_entity_map = {} end def set_class_for_entity(klass, entity_name) debug("Setting @class_to_entity_map['#{entity_name.upcase}'] = #{klass} for connection #{self}") @class_to_entity_map[entity_name.upcase] = klass end def binding @connection end def adapter_name #:nodoc: 'ActiveSalesforce' end def supports_migrations? #:nodoc: false end def table_exists?(table_name) true end # QUOTING ================================================== def quote(value, column = nil) case value when NilClass then quoted_value = "NULL" when TrueClass then quoted_value = "TRUE" when FalseClass then quoted_value = "FALSE" when Float, Fixnum, Bignum then quoted_value = "'#{value.to_s}'" else quoted_value = super(value, column) end quoted_value end # CONNECTION MANAGEMENT ==================================== def active? true end def reconnect! connect end # TRANSACTIOn SUPPORT (Boxcarring really because the salesforce.com api does not support transactions) # Begins the transaction (and turns off auto-committing). def begin_db_transaction() log('Opening boxcar', 'begin_db_transaction()') @command_boxcar = [] end def send_commands(commands) # Send the boxcar'ed command set verb = commands[0].verb args = [] commands.each do |command| command.args.each { |arg| args << arg } end response = @connection.send(verb, args) result = get_result(response, verb) result = [ result ] unless result.is_a?(Array) errors = [] result.each_with_index do |r, n| success = r[:success] == "true" # Give each command a chance to process its own result command = commands[n] command.after_execute(r) # Handle the set of failures errors << r[:errors] unless r[:success] == "true" end unless errors.empty? message = errors.join("\n") fault = (errors.map { |error| error[:message] }).join("\n") raise ActiveSalesforce::ASFError.new(@logger, message, fault) end result end # Commits the transaction (and turns on auto-committing). def commit_db_transaction() log("Committing boxcar with #{@command_boxcar.length} commands", 'commit_db_transaction()') previous_command = nil commands = [] @command_boxcar.each do |command| if commands.length >= MAX_BOXCAR_SIZE or (previous_command and (command.verb != previous_command.verb)) send_commands(commands) commands = [] previous_command = nil else commands << command previous_command = command end end # Finish off the partial boxcar send_commands(commands) unless commands.empty? end # Rolls back the transaction (and turns on auto-committing). Must be # done if the transaction block raises an exception or returns false. def rollback_db_transaction() log('Rolling back boxcar', 'rollback_db_transaction()') @command_boxcar = [] end # DATABASE STATEMENTS ====================================== def select_all(sql, name = nil) #:nodoc: raw_table_name = sql.match(/FROM (\w+)/mi)[1] table_name, columns, entity_def = lookup(raw_table_name) column_names = columns.map { |column| column.api_name } # Check for SELECT COUNT(*) FROM query # Rails 1.1 selectCountMatch = sql.match(/SELECT\s+COUNT\(\*\)\s+AS\s+count_all\s+FROM/mi) # Rails 1.0 selectCountMatch = sql.match(/SELECT\s+COUNT\(\*\)\s+FROM/mi) unless selectCountMatch if selectCountMatch soql = "SELECT COUNT() FROM#{selectCountMatch.post_match}" else if sql.match(/SELECT\s+\*\s+FROM/mi) # Always convert SELECT * to select all columns (required for the AR attributes mechanism to work correctly) soql = sql.sub(/SELECT .+ FROM/mi, "SELECT #{column_names.join(', ')} FROM") else soql = sql end end soql.sub!(/\s+FROM\s+\w+/mi, " FROM #{entity_def.api_name}") if selectCountMatch query_result = get_result(@connection.query(:queryString => soql), :query) return [{ :count => query_result[:size] }] end # Look for a LIMIT clause limit = extract_sql_modifier(soql, "LIMIT") limit = MAX_BOXCAR_SIZE unless limit # Look for an OFFSET clause offset = extract_sql_modifier(soql, "OFFSET") # Fixup column references to use api names columns = entity_def.column_name_to_column soql.gsub!(/((?:\w+\.)?\w+)(?=\s*(?:=|!=|<|>|<=|>=|like)\s*(?:'[^']*'|NULL|TRUE|FALSE))/mi) do |column_name| # strip away any table alias column_name.sub!(/\w+\./, '') column = columns[column_name] raise ActiveSalesforce::ASFError.new(@logger, "Column not found for #{column_name}!") unless column column.api_name end # Update table name references soql.sub!(/#{raw_table_name}\./mi, "#{entity_def.api_name}.") @connection.batch_size = @batch_size if @batch_size @batch_size = nil query_result = get_result(@connection.query(:queryString => soql), :query) result = ActiveSalesforce::ResultArray.new(query_result[:size].to_i) return result unless query_result[:records] add_rows(entity_def, query_result, result, limit) while ((query_result[:done].casecmp("true") != 0) and (result.size < limit or limit == 0)) # Now queryMore locator = query_result[:queryLocator]; query_result = get_result(@connection.queryMore(:queryLocator => locator), :queryMore) add_rows(entity_def, query_result, result, limit) end result end def add_rows(entity_def, query_result, result, limit) records = query_result[:records] records = [ records ] unless records.is_a?(Array) records.each do |record| row = {} record.each do |name, value| if name != :type # Ids may be returned in an array with 2 duplicate entries... value = value[0] if name == :Id && value.is_a?(Array) column = entity_def.api_name_to_column[name.to_s] attribute_name = column.name if column.type == :boolean row[attribute_name] = (value.casecmp("true") == 0) else row[attribute_name] = value end end end result << row break if result.size >= limit and limit != 0 end end def select_one(sql, name = nil) #:nodoc: self.batch_size = 1 result = select_all(sql, name) result.nil? ? nil : result.first end def insert(sql, name = nil, pk = nil, id_value = nil, sequence_name = nil) log(sql, name) { # Convert sql to sobject table_name, columns, entity_def = lookup(sql.match(/INSERT\s+INTO\s+(\w+)\s+/mi)[1]) columns = entity_def.column_name_to_column # Extract array of column names names = sql.match(/\((.+)\)\s+VALUES/mi)[1].scan(/\w+/mi) # Extract arrays of values values = sql.match(/VALUES\s*\((.+)\)/mi)[1] values = values.scan(/(NULL|TRUE|FALSE|'(?:(?:[^']|'')*)'),*/mi).flatten values.map! { |v| v.first == "'" ? v.slice(1, v.length - 2) : v == "NULL" ? nil : v } fields = get_fields(columns, names, values, :createable) sobject = create_sobject(entity_def.api_name, nil, fields) # Track the id to be able to update it when the create() is actually executed id = String.new @command_boxcar << ActiveSalesforce::BoxcarCommand::Insert.new(self, sobject, id) id } end def update(sql, name = nil) #:nodoc: #log(sql, name) { # Convert sql to sobject table_name, columns, entity_def = lookup(sql.match(/UPDATE\s+(\w+)\s+/mi)[1]) columns = entity_def.column_name_to_column match = sql.match(/SET\s+(.+)\s+WHERE/mi)[1] names = match.scan(/(\w+)\s*=\s*(?:'|NULL|TRUE|FALSE)/mi).flatten values = match.scan(/=\s*(NULL|TRUE|FALSE|'(?:(?:[^']|'')*)'),*/mi).flatten values.map! { |v| v.first == "'" ? v.slice(1, v.length - 2) : v == "NULL" ? nil : v } fields = get_fields(columns, names, values, :updateable) null_fields = get_null_fields(columns, names, values, :updateable) ids = sql.match(/WHERE\s+id\s*=\s*'(\w+)'/mi) return if ids.nil? id = ids[1] sobject = create_sobject(entity_def.api_name, id, fields, null_fields) @command_boxcar << ActiveSalesforce::BoxcarCommand::Update.new(self, sobject) #} end def delete(sql, name = nil) log(sql, name) { # Extract the id match = sql.match(/WHERE\s+id\s*=\s*'(\w+)'/mi) if match ids = [ match[1] ] else # Check for the form (id IN ('x', 'y')) match = sql.match(/WHERE\s+\(\s*id\s+IN\s*\((.+)\)\)/mi)[1] ids = match.scan(/\w+/) end ids_element = [] ids.each { |id| ids_element << :ids << id } @command_boxcar << ActiveSalesforce::BoxcarCommand::Delete.new(self, ids_element) } end def get_updated(object_type, start_date, end_date, name = nil) msg = "get_updated(#{object_type}, #{start_date}, #{end_date})" log(msg, name) { get_updated_element = [] get_updated_element << 'type { :xmlns => "urn:sobject.partner.soap.sforce.com" }' << object_type get_updated_element << :startDate << start_date get_updated_element << :endDate << end_date result = get_result(@connection.getUpdated(get_updated_element), :getUpdated) result[:ids] } end def get_deleted(object_type, start_date, end_date, name = nil) msg = "get_deleted(#{object_type}, #{start_date}, #{end_date})" log(msg, name) { get_deleted_element = [] get_deleted_element << 'type { :xmlns => "urn:sobject.partner.soap.sforce.com" }' << object_type get_deleted_element << :startDate << start_date get_deleted_element << :endDate << end_date result = get_result(@connection.getDeleted(get_deleted_element), :getDeleted) ids = [] result[:deletedRecords].each do |v| ids << v[:id] end ids } end def get_user_info(name = nil) msg = "get_user_info()" log(msg, name) { get_result(@connection.getUserInfo([]), :getUserInfo) } end def retrieve_field_values(object_type, fields, ids, name = nil) msg = "retrieve(#{object_type}, [#{ids.to_a.join(', ')}])" log(msg, name) { retrieve_element = [] retrieve_element << :fieldList << fields.to_a.join(", ") retrieve_element << 'type { :xmlns => "urn:sobject.partner.soap.sforce.com" }' << object_type ids.to_a.each { |id| retrieve_element << :ids << id } result = get_result(@connection.retrieve(retrieve_element), :retrieve) result = [ result ] unless result.is_a?(Array) # Remove unwanted :type and normalize :Id if required field_values = [] result.each do |v| v = v.dup v.delete(:type) v[:Id] = v[:Id][0] if v[:Id].is_a? Array field_values << v end field_values } end def get_fields(columns, names, values, access_check) fields = {} names.each_with_index do | name, n | value = values[n] if value column = columns[name] raise ActiveSalesforce::ASFError.new(@logger, "Column not found for #{name}!") unless column value.gsub!(/''/, "'") if value.is_a? String include_field = ((not value.empty?) and column.send(access_check)) if (include_field) case column.type when :date value = Time.parse(value + "Z").utc.strftime("%Y-%m-%d") when :datetime value = Time.parse(value + "Z").utc.strftime("%Y-%m-%dT%H:%M:%SZ") end fields[column.api_name] = value end end end fields end def get_null_fields(columns, names, values, access_check) fields = {} names.each_with_index do | name, n | value = values[n] if !value column = columns[name] fields[column.api_name] = nil if column.send(access_check) && column.api_name.casecmp("ownerid") != 0 end end fields end def extract_sql_modifier(soql, modifier) value = soql.match(/\s+#{modifier}\s+(\d+)/mi) if value value = value[1].to_i soql.sub!(/\s+#{modifier}\s+\d+/mi, "") end value end def get_result(response, method) responseName = (method.to_s + "Response").to_sym finalResponse = response[responseName] raise ActiveSalesforce::ASFError.new(@logger, response[:Fault][:faultstring], response.fault) unless finalResponse result = finalResponse[:result] end def check_result(result) result = [ result ] unless result.is_a?(Array) result.each do |r| raise ActiveSalesforce::ASFError.new(@logger, r[:errors], r[:errors][:message]) unless r[:success] == "true" end result end def get_entity_def(entity_name) cached_entity_def = @entity_def_map[entity_name] if cached_entity_def # Check for the loss of asf AR setup entity_klass = class_from_entity_name(entity_name) configure_active_record(cached_entity_def) unless entity_klass.respond_to?(:asf_augmented?) return cached_entity_def end cached_columns = [] cached_relationships = [] begin metadata = get_result(@connection.describeSObject(:sObjectType => entity_name), :describeSObject) custom = false rescue ActiveSalesforce::ASFError # Fallback and see if we can find a custom object with this name debug(" Unable to find medata for '#{entity_name}', falling back to custom object name #{entity_name + "__c"}") metadata = get_result(@connection.describeSObject(:sObjectType => entity_name + "__c"), :describeSObject) custom = true end metadata[:fields].each do |field| column = SalesforceColumn.new(field) cached_columns << column cached_relationships << SalesforceRelationship.new(field, column) if field[:type] =~ /reference/mi end relationships = metadata[:childRelationships] if relationships relationships = [ relationships ] unless relationships.is_a? Array relationships.each do |relationship| if relationship[:cascadeDelete] == "true" r = SalesforceRelationship.new(relationship) cached_relationships << r end end end key_prefix = metadata[:keyPrefix] entity_def = ActiveSalesforce::EntityDefinition.new(self, entity_name, entity_klass, cached_columns, cached_relationships, custom, key_prefix) @entity_def_map[entity_name] = entity_def @keyprefix_to_entity_def_map[key_prefix] = entity_def configure_active_record(entity_def) entity_def end def configure_active_record(entity_def) entity_name = entity_def.name klass = class_from_entity_name(entity_name) class << klass def asf_augmented? true end end # Add support for SID-based authentication ActiveSalesforce::SessionIDAuthenticationFilter.register(klass) klass.set_inheritance_column nil unless entity_def.custom? klass.set_primary_key "id" # Create relationships for any reference field entity_def.relationships.each do |relationship| referenceName = relationship.name unless self.respond_to? referenceName.to_sym or relationship.reference_to == "Profile" reference_to = relationship.reference_to one_to_many = relationship.one_to_many foreign_key = relationship.foreign_key # DCHASMAN TODO Figure out how to handle polymorphic refs (e.g. Note.parent can refer to # Account, Contact, Opportunity, Contract, Asset, Product2, ... if reference_to.is_a? Array debug(" Skipping unsupported polymophic one-to-#{one_to_many ? 'many' : 'one' } relationship '#{referenceName}' from #{klass} to [#{relationship.reference_to.join(', ')}] using #{foreign_key}") next end # Handle references to custom objects reference_to = reference_to.chomp("__c").capitalize if reference_to.match(/__c$/) begin referenced_klass = class_from_entity_name(reference_to) rescue NameError => e # Automatically create a least a stub for the referenced entity debug(" Creating ActiveRecord stub for the referenced entity '#{reference_to}'") referenced_klass = klass.class_eval("::#{reference_to} = Class.new(ActiveRecord::Base)") # Automatically inherit the connection from the referencee referenced_klass.connection = klass.connection end if referenced_klass if one_to_many klass.has_many referenceName.to_sym, :class_name => referenced_klass.name, :foreign_key => foreign_key else klass.belongs_to referenceName.to_sym, :class_name => referenced_klass.name, :foreign_key => foreign_key end debug(" Created one-to-#{one_to_many ? 'many' : 'one' } relationship '#{referenceName}' from #{klass} to #{referenced_klass} using #{foreign_key}") end end end end def columns(table_name, name = nil) table_name, columns, entity_def = lookup(table_name) entity_def.columns end def class_from_entity_name(entity_name) entity_klass = @class_to_entity_map[entity_name.upcase] debug("Found matching class '#{entity_klass}' for entity '#{entity_name}'") if entity_klass # Try to constantize entities under the Salesforce namespace; but # fall back on un-namespaced classes. entity_klass = ("Salesforce::" + entity_name).constantize rescue entity_name.constantize unless entity_klass entity_klass end def create_sobject(entity_name, id, fields, null_fields = []) sobj = [] sobj << 'type { :xmlns => "urn:sobject.partner.soap.sforce.com" }' << entity_name sobj << 'Id { :xmlns => "urn:sobject.partner.soap.sforce.com" }' << id if id # add any changed fields fields.each do | name, value | sobj << name.to_sym << value if value end # add null fields null_fields.each do | name, value | sobj << 'fieldsToNull { :xmlns => "urn:sobject.partner.soap.sforce.com" }' << name end [ :sObjects, sobj ] end def column_names(table_name) columns(table_name).map { |column| column.name } end def lookup(raw_table_name) table_name = raw_table_name.singularize # See if a table name to AR class mapping was registered klass = @class_to_entity_map[table_name.upcase] entity_name = klass ? raw_table_name : table_name.camelize entity_def = get_entity_def(entity_name) [table_name, entity_def.columns, entity_def] end def debug(msg) @logger.debug(msg) if @logger end end end end