Code Your Application

Let’s begin coding the application.

The backend logic of your application will be coded in the main.py file present in the LeadManager/ directory.

The front end of your code will be stored in the following manner:

• In the LeadManager/templates/ directory, create the following files:

  • index.html: Contains the HTML code for the front-end of the application.
  • login.html: Contains the HTML code to enable Embedded Authentication for the application.

• In the LeadManager/static/ directory, create the following files:

  • main.css: Contains the styling elements required for the app
  • main.js: Contains the JavaScript code that connects the front-end and backend.

This is the final folder structure of the LeadManager project:

You will be coding the main.py, index.html, login.html, main.css, and main.js files. You will also be updating the app-config.json file.

Copy the code below and paste it into the respective files of your project using an IDE and save the files.

    

        
main.py
        

            
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         import sys
sys.path.insert(0, './myenv/lib/python3.9/site-packages')
from flask import Flask, request, jsonify,make_response,redirect
import os
import json
import requests
from flask.templating import render_template
import zcatalyst_sdk
import logging
import os

app = Flask(__name__, static_url_path='/', static_folder='static', template_folder='templates')

apiUrl = "https://www.zohoapis.com/crm/v2/Leads"
url = "https://accounts.zoho.com/oauth/v2/token"
GET = "GET"
POST = "POST"
PUT = "PUT"
DELETE = "DELETE"
CLIENT_ID = '1000.CWDUB3ILOINSFI6J05T66FT39D4W8P' #Add your client ID
CLIENT_SECRET = '13ed6e3f5cddbf10201f5bacb8a4bc5536af4bf4ae'  #Add your Client Secret
logger = logging.getLogger()

@app.route('/')
def index():
    return render_template('index.html')

@app.route('/index.html')
def indexhtml():
    return render_template('index.html')

@app.route('/login.html')
def login():
    return render_template('login.html')

@app.route('/generateToken',methods=['GET'])
def generateToken():
    try:
        app = zcatalyst_sdk.initialize(req=request)
        user_management_service = app.authentication()
        Datastore = app.datastore()
        code = request.args.get('code')
        userDetails = user_management_service.get_current_user()
        user_id = userDetails["user_id"]
        is_local = os.getenv('X_ZOHO_CATALYST_IS_LOCAL') == 'true'
        protocol = 'http' if is_local else 'https'
        host = request.headers['host'] if is_local else request.headers['host'].split(':')[0]
        domain = f"{protocol}://{host}"
        logger.info(f'domain:{domain}')
        tab = Datastore.table('12096000001648196') #replace with your Table ID
        refresh_token = getRefreshToken(code,domain)
        logger.info(f'refresh_token',refresh_token)
        row = {"refresh_token":refresh_token,"userId":user_id}
        tab.insert_row(row)
        redirect_uri = f"{domain}/index.html"
        return redirect(redirect_uri)
            
    except Exception as err:
        logger.error(f'Error on generateToken:{err}')
        response = make_response(({
            "message": "Internal Server Error. Please try again after sometime.",
            "error": err,
        }), 500)
        return response

    
@app.route('/getUserDetails',methods=['GET'])
def UserDetails():
    try:
        app = zcatalyst_sdk.initialize(req=request)
        userDetails = getUserId(app)
        if len(userDetails) != 0:
            response = make_response({
                "userId":userDetails[0]["Token"]["userId"]
            },200)
        else:
            response = make_response({
                "userId":None
            },200)
        return response
    
    except Exception as err:
        response = make_response({
            "message":"Internal Server Error in Getting User Details. Please try again after sometime.",
            "error":err
        },500)
        return response
    

@app.route('/crmData',methods=['GET'])
def crmData():
    try:
        app = zcatalyst_sdk.initialize(req=request)
        userDetails = getUserId(app)
        accesstoken = getAccessToken(userDetails,app)
        headers = {
            'Authorization':f'Zoho-oauthtoken {accesstoken}',
            "Content-Type": "application/json"
        }
        response1 = requests.get(apiUrl,headers=headers)
        response = make_response(jsonify(response1.json()),200)
        return response
    
    except Exception as err:
        logger.error(err)
        response = make_response({
            "message":"Internal Server Error.Please try again after sometime"
        },500)
        return response


@app.route('/crmData',methods=['POST'])
def postcrmData():
    try:
        app = zcatalyst_sdk.initialize(req=request)
        data = {"data": [json.loads(request.data)]}
        userDetails = getUserId(app)
        accesstoken = getAccessToken(userDetails,app)
        headers = {
            'Authorization':f'Zoho-oauthtoken {accesstoken}',
            "Content-Type": "application/json"
        }
        response1 = requests.post(apiUrl,headers=headers,json=data)
        if response1.status_code == 200 or response1.status_code == 201:
            response = make_response((response1.json()),200)
            return response
        else:
            logger.error(response1.json())
            response = make_response((response1.json()),500)
            return response
    
    except Exception as err:
        logger.error(err)
        response = make_response({
            "message":"Internal Server Error.Please try again after sometime"
        },500)
        return response
            

@app.route('/crmData/',methods=['GET'])
def getCRMData(id):    
    try:
        app = zcatalyst_sdk.initialize(req=request)
        userDetails = getUserId(app)
        accesstoken = getAccessToken(userDetails,app)
        headers = {
            'Authorization':f'Zoho-oauthtoken {accesstoken}',
            "Content-Type": "application/json"
        }
        path = f"/{id}"
        response1 = requests.get(apiUrl+path,headers=headers)
        response = make_response((response1.json()),200)
        return response
    
    except Exception as err:
        logger.error(err)
        response = make_response({
            "message":"Internal Server Errro.Please try again after sometime"
        },500)
        return response


@app.route('/crmData/',methods=['PUT'])
def putcrmData(id):
    try:
        app = zcatalyst_sdk.initialize(req=request)
        reqData = request.get_json()
        data = {
            "data":[reqData]
        }
        if reqData is None:
            response = make_response({
                "message":"Update Data not found"
            },400)
        userDetails = getUserId(app)
        accesstoken = getAccessToken(userDetails,app)
        headers = {
            'Authorization':f'Zoho-oauthtoken {accesstoken}',
            "Content-Type": "application/json"
        }
        path = f"/{id}"
        response1 = requests.put(apiUrl+path,headers=headers,json=data)
        response = make_response((response1.json()),200)
        return response
    
    except Exception as err:
        logger.error(err)
        response = make_response({
            "message":"Internal Server Error.Please try again after sometime"
        },500)
        return response


@app.route('/crmData/',methods=['DELETE'])
def deletelead(id):
    try:
        app = zcatalyst_sdk.initialize(req=request)
        userDetails = getUserId(app)
        accesstoken = getAccessToken(userDetails,app)
        headers = {
            'Authorization':f'Zoho-oauthtoken {accesstoken}',
            "Content-Type": "application/json"
        }
        path = f"/{id}"
        response1 = requests.delete(apiUrl+path,headers=headers)
        response = make_response((response1.json()),200)
        return response
    
    except Exception as err:
        logger.error(err)
        response = make_response({
            "message":"Internal Server Errro.Please try again after sometime"
        },500)
        return response

        
def getRefreshToken(code,domain):
    params = {
        'code':code,
        'client_id':CLIENT_ID,
        'client_secret':CLIENT_SECRET,
        'grant_type':'authorization_code',
        'redirect_uri':f"{domain}/generateToken"
        }
    response = requests.post(url,params = params)
    data = response.json()
    logger.info(f'response:{data}')
    return data['refresh_token']

def getAccessToken(userdetails,app):
    app=zcatalyst_sdk.initialize(req=request)
    userId = userdetails[0]['Token']['userId'] 
    Zcql = app.zcql()
    query = f"Select refresh_token FROM Token where userId={userId}"
    response = Zcql.execute_query(query)
    refresh_token = response[0]['Token']['refresh_token']
    args = {}
    args["client_id"] = CLIENT_ID
    args["client_secret"] = CLIENT_SECRET
    args["auth_url"] = url
    args["refresh_url"] = url
    args["refresh_token"] = refresh_token
    connector_service = app.connection({userId:args})
    access_token = connector_service.get_connector(userId).get_access_token()
    return access_token

def getUserId(app):
    try:
        app=zcatalyst_sdk.initialize(req=request)
        user = app.authentication().get_current_user()
        user_id = user["user_id"]
        response = app.zcql().execute_query(f"Select * from Token where userId = {user_id}")
        return response
    
    except Exception as err:
        response = make_response({
            "message":"Internal Server error",
            "error":err
        },500)
        return response
    
if __name__ == '__main__':
     port = int(os.environ.get('X_ZOHO_CATALYST_LISTEN_PORT', 9000))
     app.run(host='0.0.0.0', port=port)

         
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index.html
        

            
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         <!DOCTYPE html>
<html>

<head>
    <meta charset="utf-8" />
    <meta http-equiv="X-UA-Compatible" content="IE=edge">
    <title>CRM Lead Manager</title>
    <meta name="viewport" content="width=device-width, initial-scale=1">
    <link rel="stylesheet" type="text/css" media="screen" href="main.css" />
    <link rel="stylesheet" href="https://stackpath.bootstrapcdn.com/bootstrap/4.3.1/css/bootstrap.min.css"
        integrity="sha384-ggOyR0iXCbMQv3Xipma34MD+dH/1fQ784/j6cY/iJTQUOhcWr7x9JvoRxT2MZw1T" crossorigin="anonymous">

    <link href="https://cdnjs.cloudflare.com/ajax/libs/twitter-bootstrap/4.5.0/css/bootstrap.min.css" rel="stylesheet">

    <link href="https://cdnjs.cloudflare.com/ajax/libs/mdbootstrap/4.19.1/css/mdb.min.css" rel="stylesheet">
    <script src="https://code.jquery.com/jquery-3.4.1.min.js"
        integrity="sha256-CSXorXvZcTkaix6Yvo6HppcZGetbYMGWSFlBw8HfCJo=" crossorigin="anonymous"> </script>
    <script src="https://cdnjs.cloudflare.com/ajax/libs/popper.js/1.14.7/umd/popper.min.js"
        integrity="sha384-UO2eT0CpHqdSJQ6hJty5KVphtPhzWj9WO1clHTMGa3JDZwrnQq4sF86dIHNDz0W1" crossorigin="anonymous">
        </script>
    <script src="https://stackpath.bootstrapcdn.com/bootstrap/4.3.1/js/bootstrap.min.js"
        integrity="sha384-JjSmVgyd0p3pXB1rRibZUAYoIIy6OrQ6VrjIEaFf/nJGzIxFDsf4x0xIM+B07jRM" crossorigin="anonymous">
        </script>
    <script src="main.js"> </script>
    <script src="https://static.zohocdn.com/catalyst/sdk/js/4.4.0/catalystWebSDK.js"> </script>
    <script src="/__catalyst/sdk/init.js"> </script>

    <link href="//maxcdn.bootstrapcdn.com/bootstrap/4.0.0/css/bootstrap.min.css" rel="stylesheet" id="bootstrap-css">
    <style>
        #connect {
            height: 260px;
            width: 500px;
            position: absolute;
            top: 0;
            bottom: 0;
            left: 0;
            right: 0;
            margin: auto;
        }
    </style>
</head>

<body onload="getUserDetails()">
    <br>
    <center>
        <h1>CRM Lead Manager</h1> <br>
    </center>
    <div id="connect">


        <center>
            <p>Click here to connect to Zoho CRM</p>
            <button onclick='navigate()'>
                <img src="https://www.zohowebstatic.com/sites/default/files/styles/product-home-page/public/icon-crm_blue.png"
                    style="width: 180px;height: 130px;">
            </button>
        </center>
    </div>

    <div style="width: 200px;float: right; margin-right: 30px;"> <label for="logoutbtn"
            class="btn btn-success btn-block btn-outlined">Logout</label>
        <button id="logoutbtn" onclick="logout()" style="display: none;"> </button>
    </div>
    <div id="main">
        <div class="container">
            <ul class="nav nav-tabs nav-justified mb-3" id="myTab" role="tablist">
                <li class="nav-item">
                    <a class="nav-link active" id="check-tab" data-toggle="tab" href="#check" role="tab"
                        aria-controls="check" aria-selected="true">Add a Lead</a>
                </li>
                <li class="nav-item">
                    <a class="nav-link" id="report-tab" data-toggle="tab" href="#report" onclick="getLeads()" role="tab"
                        aria-controls="report" aria-selected="false">Manage Leads</a>
                </li>
            </ul> <br>
            <div class="tab-content" id="myTabContent">
                <div class="tab-pane fade show active" id="check" role="tabpanel" aria-labelledby="check-tab">
                    <div class="tab-pane fade show active" id="ex3-tabs-1" role="tabpanel" aria-labelledby="ex3-tab-1">
                        <div style="margin-left: 100px; margin-right:100px;">
                            <form id="leads">
                                <!-- 2 column grid layout with text inputs for the first and last names -->
                                <div class="row mb-4">
                                    <div class="col">
                                        <div class="form-outline">
                                            <label class="form-label" for="form6Example1">First name</label>
                                            <input type="text" id="firstName" class="form-control" />

                                        </div>
                                    </div>
                                    <div class="col">
                                        <div class="form-outline">
                                            <label class="form-label" for="form6Example2">Last name</label>
                                            <input type="text" id="lastName" class="form-control" required />
                                        </div>
                                    </div>
                                </div>

                                <!-- Text input -->
                                <div class="form-outline mb-4">
                                    <label class="form-label" for="form6Example3">Company name</label>
                                    <input type="text" id="companyName" class="form-control" />

                                </div>

                                <!-- Email input -->
                                <div class="form-outline mb-4">
                                    <label class="form-label" for="form6Example5">Email</label>
                                    <input type="email" id="email" class="form-control" />

                                </div>

                                <!-- Text input -->
                                <div class="form-outline mb-4">
                                    <label class="form-label" for="form6Example4">State</label>
                                    <input type="text" id="state" class="form-control" />

                                </div>

                                <!-- Number input -->
                                <div class="form-outline mb-4">
                                    <label class="form-label" for="form6Example6">Phone</label>
                                    <input type="number" id="phone" class="form-control" />

                                </div>

                                <!-- Number input -->
                                <div class="form-outline mb-4">
                                    <label class="form-label" for="form6Example6">Lead Source</label>
                                    <input type="text" id="leadSource" class="form-control" />

                                </div>
                                <!-- Submit button -->
                                <center> <button type="submit" onclick="createLead();return false;"
                                        class="btn btn-primary btn-block mb-4" style="width: 100px;">Add Lead</button>

                                    <div id="loader" style="display: none;">
                                        <div class="spinner-border" role="status">
                                            <span class="sr-only">Loading...</span>
                                        </div>
                                    </div>
                                </center>
                            </form>
                        </div>
                    </div>
                </div>

                <div class="tab-pane fade" id="report" role="tabpanel" aria-labelledby="report-tab">
                    <center>
                        <div id="loaders" style="display: none; padding-top: 200px;">
                            <div class="spinner-border" role="status">
                                <span class="sr-only">Loading...</span>
                            </div>
                        </div>
                    </center>
                    <p id="showData"> </p>
                </div>
            </div>
        </div>

        <!-- Modal -->
        <div class="modal fade" id="myModal" tabindex="-1" role="dialog" aria-labelledby="myModalLabel"
            aria-hidden="true">
            <div class="vertical-alignment-helper">
                <div class="modal-dialog vertical-align-center">
                    <div class="modal-content">
                        <center>
                            <h4 class="modal-title" id="myModalLabel"> </h4>
                            <div class="modal-body" id="message"> </div>
                            <div class="modal-footer">
                                <button type="button" style="background-color: #007bff;color: white;"
                                    class="btn btn-default" data-dismiss="modal">Close</button>
                            </div>
                        </center>
                    </div>
                </div>
            </div>
        </div>

        <div class="modal fade" id="editForm" tabindex="-1" role="dialog" aria-labelledby="myModalLabel"
            aria-hidden="true">

            <div class="vertical-alignment-helper">
                <div class="modal-dialog vertical-align-center">
                    <div class="modal-content">
                        <div style="margin-left: 80px; margin-right:80px;">
                            <br>
                            <center>
                                <h2>Edit Lead</h2>
                            </center>
                            <br>
                            <form id="editLeads">
                                <!-- 2 column grid layout with text inputs for the first and last names -->
                                <div class="row mb-4">
                                    <div class="col">
                                        <div class="form-outline">
                                            <label class="form-label" for="form6Example1">First name</label>
                                            <input type="text" id="editfirstName" class="form-control" />

                                        </div>
                                    </div>
                                    <div class="col">
                                        <div class="form-outline">
                                            <label class="form-label" for="form6Example2">Last name</label>
                                            <input type="text" id="editlastName" class="form-control" required />
                                        </div>
                                    </div>
                                </div>

                                <!-- Text input -->
                                <div class="form-outline mb-4">
                                    <label class="form-label" for="form6Example3">Company name</label>
                                    <input type="text" id="editcompanyName" class="form-control" />

                                </div>

                                <!-- Email input -->
                                <div class="form-outline mb-4">
                                    <label class="form-label" for="form6Example5">Email</label>
                                    <input type="email" id="editemail" class="form-control" />

                                </div>

                                <!-- Text input -->
                                <div class="form-outline mb-4">
                                    <label class="form-label" for="form6Example4">State</label>
                                    <input type="text" id="editstate" class="form-control" />

                                </div>

                                <!-- Number input -->
                                <div class="form-outline mb-4">
                                    <label class="form-label" for="form6Example6">Phone</label>
                                    <input type="number" id="editphone" class="form-control" />

                                </div>

                                <!-- Submit button -->
                                <center> <button type="submit" id="editBtn" onclick="editLead();return false;"
                                        class="btn btn-primary btn-block mb-4" style="width: 100px;">Edit</button>

                                    <div id="loader" style="display: none;">
                                        <div class="spinner-border" role="status">
                                            <span class="sr-only">Loading...</span>
                                        </div>
                                    </div>
                                </center>
                            </form>
                        </div>
                    </div>
                </div>
            </div>
        </div>


        <div class="modal fade right" id="ModalDanger" tabindex="-1" role="dialog" aria-labelledby="myModalLabel"
            aria-hidden="true">
            <div class="modal-dialog modal-notify modal-danger modal-side modal-top-right" role="document">
                <!--Content-->
                <div class="modal-content">
                    <!--Header-->
                    <div class="modal-header">
                        <p class="heading">Lead Deletion</p>

                        <button type="button" class="close" data-dismiss="modal" aria-label="Close">
                            <span aria-hidden="true" class="white-text">×</span>
                        </button>
                    </div>

                    <!--Body-->
                    <div class="modal-body">

                        <div class="row">
                            <div class="col-9">
                                <p>Are you sure you want to delete the Lead?</p>
                            </div>
                        </div>

                    </div>

                    <!--Footer-->
                    <div class="modal-footer justify-content-center">
                        <a type="button" class="btn btn-danger" id="delete-btn" onclick="deleteLead()">Delete</a>
                        <a type="button" class="btn btn-outline-danger waves-effect" data-dismiss="modal">Cancel</a>
                    </div>
                </div>
                <!--/.Content-->
            </div>
        </div>
    </div>
</body>
<script>
    //Add Your Client ID
    function navigate() {
        window.location.href = "https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.modules.ALL&client_id={{client_id}}&response_type=code&access_type=offline&redirect_uri=" + location.protocol + '//' + location.host + "/generateToken";
    }
</script>

</html>

         
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login.html
        

            
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         <html>

</html>
<meta charset="utf-8" />
<meta http-equiv="X-UA-Compatible" content="IE=edge">
<title>CRM Lead Manager</title>
<meta name="viewport" content="width=device-width, initial-scale=1">
<link rel="stylesheet" type="text/css" media="screen" href="main.css" />
<script src="main.js"> </script>
<link rel="stylesheet" type="text/css" media="screen" href="main.css" />
<link rel="stylesheet" href="https://stackpath.bootstrapcdn.com/bootstrap/4.3.1/css/bootstrap.min.css"
    integrity="sha384-ggOyR0iXCbMQv3Xipma34MD+dH/1fQ784/j6cY/iJTQUOhcWr7x9JvoRxT2MZw1T" crossorigin="anonymous">
<script src="https://js.zohostatic.com/catalystclient/1.0.0/catalystWebSDK.js"> </script>
<script src="https://code.jquery.com/jquery-3.4.1.min.js"
    integrity="sha256-CSXorXvZcTkaix6Yvo6HppcZGetbYMGWSFlBw8HfCJo=" crossorigin="anonymous"> </script>
<script src="https://cdnjs.cloudflare.com/ajax/libs/popper.js/1.14.7/umd/popper.min.js"
    integrity="sha384-UO2eT0CpHqdSJQ6hJty5KVphtPhzWj9WO1clHTMGa3JDZwrnQq4sF86dIHNDz0W1" crossorigin="anonymous">
    </script>
<script src="https://stackpath.bootstrapcdn.com/bootstrap/4.3.1/js/bootstrap.min.js"
    integrity="sha384-JjSmVgyd0p3pXB1rRibZUAYoIIy6OrQ6VrjIEaFf/nJGzIxFDsf4x0xIM+B07jRM" crossorigin="anonymous">
    </script>
<script src="https://static.zohocdn.com/catalyst/sdk/js/4.4.0/catalystWebSDK.js"> </script>
<script src="/__catalyst/sdk/init.js"> </script>
<script>
    catalyst.auth.signIn("login");
</script>

<link href="//maxcdn.bootstrapcdn.com/bootstrap/4.0.0/css/bootstrap.min.css" rel="stylesheet" id="bootstrap-css">

<style>
    #login {
        height: 100%;
        width: 100%;
        position: absolute;
        top: 0;
        bottom: 0;
        left: 0;
        right: 0;
        margin: auto;
    }
</style>

<body>
    <br>
    <center>
        <h1>CRM Lead Manager</h1>
    </center>
    <div id="login"> </div>
</body>

</html>

         
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main.css
        

            
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         #dataTable {
    font-family: Arial, Helvetica, sans-serif;
    border-collapse: collapse;
    width: 100%;
  }
  
  #dataTable td, #dataTable th {
    border: 1px solid #ddd;
    padding: 8px;
  }
  
  #dataTable tr:nth-child(even){background-color: #f2f2f2;}
  
  #dataTable tr:hover {background-color: #ddd;}
  
  #dataTable th {
    padding-top: 12px;
    padding-bottom: 12px;
    text-align: left;
    background-color: #007bff;
    color: white;
  }
  
  .vertical-alignment-helper {
    display: table;
    height: 100%;
    width: 100%;
    pointer-events: none;
  }
  
  .vertical-align-center {
    display: table-cell;
    vertical-align: middle;
    pointer-events: none;
  }
  
  .modal-content {
    width: inherit;
    max-width: inherit;
    height: inherit;
    margin: 0 auto;
    pointer-events: all;
  }

         
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main.js
        

            
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         function createLead() {
    debugger;
    $("#loader").show();
    var firstName = $("#firstName").val();
    var lastName = $("#lastName").val();
    if (lastName == "") {
      alert("Kindly Enter the Last Name");
      $("#loader").hide();
      return;
    }
    var companyName = $("#companyName").val();
    var email = $("#email").val();
    var state = $("#state").val();
    var phone = $("#phone").val();
    var leadSource = $("#leadSource").val();
  
    $.ajax({
      url: "/crmData",
      type: "post",
      contentType: "application/json",
      data: JSON.stringify({
        "First_Name": firstName,
        "Last_Name": lastName,
        "Company": companyName,
        "Email": email,
        "State": state,
        "Phone": phone,
        "Lead_Source": leadSource,
      }),
      success: function (data) {
        debugger;
        $('#leads').trigger("reset");
        $("#myModalLabel").html("Success");
        $("#message").html("Lead Created Successfully");
        $("#loader").hide();
        $('#myModal').modal('show');
      },
      error: function (error) {
        $('#leads').trigger("reset");
        $("#myModalLabel").html("Failure");
        $("#message").html("Please try again after Sometime");
        $("#loader").hide();
        $('#myModal').modal('show');
      }
    });
  }
  function logout() {
    var redirectURL = "/login.html"; //Add your app domain
    var auth = catalyst.auth;
    auth.signOut(redirectURL);
  }
  function getUserDetails() {
    $("#main").hide();
    $("#connect").hide();
    catalyst.auth.isUserAuthenticated().then(result => {
      console.log(result)
      $("#loader").show();
      $.ajax({
        url: "/getUserDetails",
        type: "get",
        success: function (data) {
          $("#loader").hide();
          if (data.userId) {
            $("#main").show();
            $("#connect").hide();
          } else {
            $("#connect").show();
            $("#main").hide();
          }
        },
        error: function (error) {
          $("#myModalLabel").html("Failure");
          $("#message").html("Please try again after Sometime");
          $("#loader").hide();
          $('#myModal').modal('show');
        }
      });
    }).catch(err => {
      document.body.innerHTML = 'You are not logged in. Please log in to continue. Redirecting you to the login page..';
      setTimeout(function () {
        window.location.href = "login.html";
      }, 3000);
    });
  }
  function getLeads() {
    debugger;
    var tableContainer = document.getElementById("showData");
    tableContainer.innerHTML = "";
    $("#loaders").show();
    $.ajax({
      url: "/crmData",
      type: "get",
      success: function (data) {
        debugger;
        var reqData = getRequiredData(data.data);
        $("#loaders").hide();
        renderTable(reqData);
      },
      error: function (error) {
        $("#myModalLabel").html("Failure");
        $("#message").html("Please try again after Sometime");
        $("#loader").hide();
        $('#myModal').modal('show');
      }
    });
  }
  function showDeletePopup(leadID) {
    $('#ModalDanger').modal('show');
    var deleteBtn = document.getElementById("delete-btn");
    deleteBtn.value = leadID;
  }
  function deleteLead() {
    var leadID = document.getElementById('delete-btn').value;
    $.ajax({
      url: "/crmData/" + leadID,
      type: "delete",
      success: function (data) {
        debugger;
        $('#ModalDanger').modal('toggle');
        $("#myModalLabel").html("Success");
        $("#message").html("Lead Deleted Successfully");
        $('#myModal').modal('show');
        setTimeout(function () {
          location.reload();
        }, 3000);
      },
      error: function (error) {
        $("#myModalLabel").html("Failure");
        $("#message").html("Please try again after Sometime");
        $("#loader").hide();
        $('#myModal').modal('show');
      }
    });
  }
  function showEditPopup(leadID) {
  
    $.ajax({
      url: "/crmData/" + leadID,
      type: "get",
      success: function (data) {
        debugger;
        var respData = data.data;
        $('#editfirstName').val(respData[0].First_Name);
        $('#editlastName').val(respData[0].Last_Name);
        $('#editcompanyName').val(respData[0].Company);
        $('#editemail').val(respData[0].Email);
        $('#editstate').val(respData[0].State);
        $('#editphone').val(respData[0].Phone);
        $('#editleadSource').val(respData[0].Lead_Source);
        $('#editBtn').val(respData[0].id);
  
        $('#editfirstName').html(respData[0].First_Name);
        $('#editlastName').html(respData[0].Last_Name);
        $('#editcompanyName').html(respData[0].Company);
        $('#editemail').html(respData[0].Email);
        $('#editstate').html(respData[0].State);
        $('#editphone').html(respData[0].Phone);
        $('#editleadSource').html(respData[0].Lead_Source);
  
        $('#editForm').modal('show');
      },
      error: function (error) {
        $("#myModalLabel").html("Failure");
        $("#message").html("Please try again after Sometime");
        $("#loader").hide();
        $('#myModal').modal('show');
      }
    });
  }
  function editLead() {
    var firstName = $("#editfirstName").val();
    var lastName = $("#editlastName").val();
    if (lastName == "") {
      alert("Kindly Enter the Last Name");
      return;
    }
    var companyName = $("#editcompanyName").val();
    var email = $("#editemail").val();
    var state = $("#editstate").val();
    var phone = $("#editphone").val();
    var leadSource = $("#editleadSource").val();
    var leadID = $("#editBtn").val();
  
    $.ajax({
      url: "/crmData/" + leadID,
      type: "put",
      contentType: "application/json",
      data: JSON.stringify({
        "First_Name": firstName,
        "Last_Name": lastName,
        "Company": companyName,
        "Email": email,
        "State": state,
        "Phone": phone,
        "Lead_Source": leadSource
      }),
      success: function (data) {
        debugger;
        $('#editForm').modal('toggle');
        $("#myModalLabel").html("Success");
        $("#message").html("Lead Edited Successfully");
        $('#myModal').modal('show');
        setTimeout(function () {
          location.reload();
        }, 3000);
      },
      error: function (error) {
        $('#leads').trigger("reset");
        $("#myModalLabel").html("Failure");
        $("#message").html("Please try again after Sometime");
        $("#loader").hide();
        $('#myModal').modal('show');
      }
    });
  }
  function getRequiredData(data) {
    var i;
    var resp = [];
    for (i = 0; i < data.length; i++) {
      var gulp = {
        "First Name": data[i].First_Name,
        "Last Name": data[i].Last_Name,
        "Phone": data[i].Phone,
        "Email": data[i].Email,
        "Company": data[i].Company,
        "Edit": '<center> <a href="javascript:showEditPopup("' + data[i].id + '")">✎︎</a> </center>',
        "Delete": '<center> <a href="javascript:showDeletePopup("' + data[i].id + '")">🗑︎</a> </center>'
      }
      resp.push(gulp);
    }
    console.log(resp);
    return resp;
  }
  function renderTable(respData) {
    var col = [];
    for (var i = 0; i < respData.length; i++) {
      for (var key in respData[i]) {
        if (col.indexOf(key) === -1) {
          col.push(key);
        }
      }
    }
    var table = document.createElement("table");
    table.id = "dataTable";
  
    var tr = table.insertRow(-1);
  
    for (var i = 0; i < col.length; i++) {
      var th = document.createElement("th");
      th.innerHTML = col[i];
      tr.appendChild(th);
    }
    for (var i = 0; i < respData.length; i++) {
  
      tr = table.insertRow(-1);
  
      for (var j = 0; j < col.length; j++) {
        var tabCell = tr.insertCell(-1);
        tabCell.innerHTML = respData[i][col[j]];
      }
    }
    var divContainer = document.getElementById("showData");
    divContainer.innerHTML = "";
    divContainer.appendChild(table);
  }

         
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app-config.json
        

            
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         {
	"command": "python3 -u main.py",
	"build_path": "/",
	"stack": "python_3_9",
	"env_variables": {},
	"memory": 256,
	"scripts": {},
	"raw": {},
	"catalyst_auth": true,
	"login_redirect": "/index.html"
}

         
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Now let’s go over the logic and functionality of the application code.

• The login.html file in the client component enables Catalyst Embedded Authentication login, allowing you to log in using the Zoho social login.

• The index.html file contains the code for the front-end of the client. It defines a function navigate() that enables the connection to the CRM account by passing the required authorization information such as the Client ID and the scope.

• The backend logic of the application defines the following APIs that perform various actions:

  • /generateToken: Obtains the Refresh Token by calling the getRefreshToken() function, and inserts it along with the userID of the current user in the Token table in the Data Store. It then redirects to the index page of the client.
  • /getUserDetails: Fetches the user details by calling the getUserDetails() function. If there is no record in the table, a JSON response with the userID alone is sent. If the record exists in the table, it is sent along with the userID.
  • /crmData: This route defines the path of all leads in the Leads module. The Node function executes the HTTP GET and POST operations to fetch all leads or create a new lead using this route, respectively.
  • /crmData/:id: This route defines the path of a particular lead in the Leads module. The id represents the unique ID of the lead in CRM. The function executes the HTTP PUT and DELETE operations to edit or delete a lead, respectively, using this route.

• The backend logic is implemented using the following functions that are called by the APIs:

  • getRefreshToken(): Fetches the Refresh Token by passing the Client ID, Client Secret, Redirect URI and other required values as query string parameters.
  • getAccessToken(): Fetches the Access Token by passing the Refresh Token queried from the Token table using ZCQL, and other required parameters. The Access Token is fetched each time an operation needs to be performed on the CRM module, such as adding a lead or editing a lead.
  • getResponse(): Passes the Access Token fetched to obtain the authorization needed to perform each action on the CRM module. This function is called with each /crmData and /crmData/:id API to authorize the request.
  • getUserDetails(): Fetches the record from the Token table that contains the Refresh Token, by passing the userID.

• main.js: It is the JavaScript function in the client component that parses the JSON responses obtained from the function and renders them in the index.html page. This function defines the actions for all the UI elements in the client application. For example, getLeads() obtains all leads from the function response and renders them in the client, and showEditPopup() defines the actions for editing a lead.