Configure the Functions Directory

We will now begin coding the Lead Manager application by configuring the Advanced I/O function.

The functions directory functions/lead_manager_function contains:

• The main.py main function file
• The catalyst-config.json configuration file
• The requirements.txt file to mention any external libraries that you might add.

You will be adding code in main.py and you can use any IDE to configure the function.

You can directly copy the code below and paste it in main.py located in the functions/lead_manager_function directory and save the file.

    

        
main.py
        

            
copy
            

                

            
        
    
    

    

         
import json
import random
import zcatalyst_sdk
import logging
from flask import Request, make_response, jsonify,redirect
import requests
import os
 
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.CEE5336HDV5JE3UHERR2BRITBI4NCN"
CLIENT_SECRET = "5292351d5c5960d7cba13ee1684c646ed8df146530" 
 
logger = logging.getLogger()
 
def handler(request: Request):
    try:
        app = zcatalyst_sdk.initialize()
        Datastore = app.datastore()
        id = os.path.basename(request.path)
        if request.path == "/generateToken" and request.method == GET:
            try:
                code = request.args.get('code')
                user_management_service = app.authentication()
                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}"
                userDetails = user_management_service.get_current_user()
                user_id = userDetails["user_id"]
                tab = Datastore.table(12130000003381913)
                row = {"refresh_token":getRefreshToken(code,domain),"userId":user_id}
                tab.insert_row(row)
                redirect_uri = f"{domain}/app/index.html"
                return redirect(redirect_uri)
            
            except Exception as err:
                logger.error(err)
                response = make_response(({
                    "message": "Internal Server Error. Please try again after sometime.",
                    "error": err,
                }), 500)
                     
        elif request.path == "/getUserDetails" and request.method == GET:
            try:
                app = zcatalyst_sdk.initialize()
                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
            
        elif request.path == "/crmData" and request.method == GET:
            try:
                app = zcatalyst_sdk.initialize()
                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
 
        elif request.path == "/crmData" and request.method == POST:
            try:
                app = zcatalyst_sdk.initialize()
                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
            
        elif request.path == f"/crmData/{id}" and request.method == GET:
            try:
                app = zcatalyst_sdk.initialize()
                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
 
        elif request.path == f"/crmData/{id}" and request.method == PUT:
            try:
                app = zcatalyst_sdk.initialize()
                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
                
        elif request.path ==f"/crmData/{id}" and request.method == DELETE:
            try:
                app = zcatalyst_sdk.initialize()
                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
            
        else:
            response = make_response('Unknown path')
            response.status_code = 400
            return response
        
    except Exception as err:
        logger.error(f"Exception in CRM function {err}")
        response = make_response(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}/server/lead_manager_function/generateToken"
        }
    response = requests.post(url,params = params)
    data = response.json()
    print(f'\n\nrefresh_token:{data}\n\n')
    return data['refresh_token']
 
def getAccessToken(userdetails,app):
 
    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:
        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
         
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The functions directory is now configured. We will discuss the function and client code, after you configure the client.