mirror of
https://github.com/x1xhlol/system-prompts-and-models-of-ai-tools.git
synced 2026-06-18 15:29:36 +00:00
118 lines
4.9 KiB
Python
118 lines
4.9 KiB
Python
import httpx
|
|
import logging
|
|
from datetime import datetime, timedelta, timezone
|
|
from typing import Dict, Any, Optional
|
|
|
|
from app.config import get_settings
|
|
|
|
logger = logging.getLogger("dealix.salesforce")
|
|
settings = get_settings()
|
|
|
|
class SalesforceAgentforceSync:
|
|
"""
|
|
Layer 4: Deep Integration with Salesforce Agentforce 360.
|
|
Treats Salesforce structured data as external ground truth and allows Native Agents (Agentforce)
|
|
to interact with Dealix outputs.
|
|
"""
|
|
def __init__(self):
|
|
domain = settings.SALESFORCE_DOMAIN.strip() or "login.salesforce.com"
|
|
self.base_auth_url = f"https://{domain}"
|
|
self.api_url = f"{self.base_auth_url}/services/data/{settings.SALESFORCE_API_VERSION}"
|
|
self.client_id = settings.SALESFORCE_CLIENT_ID
|
|
self.client_secret = settings.SALESFORCE_CLIENT_SECRET
|
|
self.refresh_token = settings.SALESFORCE_REFRESH_TOKEN
|
|
self.access_token = settings.SALESFORCE_ACCESS_TOKEN
|
|
self.token_expiry: Optional[datetime] = None
|
|
|
|
async def _refresh_access_token(self) -> bool:
|
|
if not (self.client_id and self.client_secret and self.refresh_token):
|
|
return False
|
|
try:
|
|
async with httpx.AsyncClient(timeout=20) as client:
|
|
resp = await client.post(
|
|
f"{self.base_auth_url}/services/oauth2/token",
|
|
data={
|
|
"grant_type": "refresh_token",
|
|
"client_id": self.client_id,
|
|
"client_secret": self.client_secret,
|
|
"refresh_token": self.refresh_token,
|
|
},
|
|
)
|
|
resp.raise_for_status()
|
|
data = resp.json()
|
|
self.access_token = data.get("access_token", "")
|
|
self.token_expiry = datetime.now(timezone.utc) + timedelta(minutes=50)
|
|
instance_url = data.get("instance_url")
|
|
if instance_url:
|
|
self.api_url = f"{instance_url}/services/data/{settings.SALESFORCE_API_VERSION}"
|
|
return bool(self.access_token)
|
|
except Exception as e:
|
|
logger.error(f"Salesforce token refresh failed: {e}")
|
|
return False
|
|
|
|
async def _ensure_token(self) -> bool:
|
|
if self.access_token and self.token_expiry and datetime.now(timezone.utc) < self.token_expiry:
|
|
return True
|
|
return await self._refresh_access_token()
|
|
|
|
async def get_account_360(self, account_name: str) -> Dict[str, Any]:
|
|
if not await self._ensure_token():
|
|
return {
|
|
"account_name": account_name,
|
|
"mode": "mock",
|
|
"opportunities": [],
|
|
"note": "Salesforce OAuth not configured",
|
|
}
|
|
soql = f"SELECT Id, Name, Industry FROM Account WHERE Name = '{account_name}' LIMIT 1"
|
|
query_url = f"{self.api_url}/query"
|
|
try:
|
|
async with httpx.AsyncClient(timeout=20) as client:
|
|
resp = await client.get(
|
|
query_url,
|
|
params={"q": soql},
|
|
headers={"Authorization": f"Bearer {self.access_token}"},
|
|
)
|
|
resp.raise_for_status()
|
|
records = resp.json().get("records", [])
|
|
return {"account_name": account_name, "mode": "live", "records": records}
|
|
except Exception as e:
|
|
logger.error(f"Salesforce Account 360 fetch failed: {e}")
|
|
return {"account_name": account_name, "mode": "error", "error": str(e)}
|
|
|
|
async def sync_deal(self, deal_state: Dict[str, Any]) -> bool:
|
|
"""
|
|
Synchronizes Dealix's final deal state with Salesforce Pipeline Management Agent.
|
|
"""
|
|
company = deal_state.get("company_name", "Unknown")
|
|
stage = deal_state.get("deal_stage", "Prospecting")
|
|
action = deal_state.get("next_action_payload", "")
|
|
|
|
payload = {
|
|
"Name": f"Dealix Auto: {company}",
|
|
"StageName": stage,
|
|
"CloseDate": "2026-12-31",
|
|
"Description": f"Generated by Dealix Autonomous OS.\n\nLatest AI Action: {action[:200]}..."
|
|
}
|
|
|
|
headers = {
|
|
"Authorization": f"Bearer {self.access_token}",
|
|
"Content-Type": "application/json"
|
|
}
|
|
|
|
if not await self._ensure_token():
|
|
logger.info(f"Mock Sync to Salesforce Agentforce: {company} -> {stage}")
|
|
return True
|
|
|
|
try:
|
|
async with httpx.AsyncClient() as client:
|
|
resp = await client.post(f"{self.api_url}/sobjects/Opportunity/", json=payload, headers=headers)
|
|
resp.raise_for_status()
|
|
logger.info(f"Salesforce Sync Successful: {resp.json().get('id')}")
|
|
return True
|
|
except Exception as e:
|
|
logger.error(f"Salesforce Agentforce Sync Failed: {e}")
|
|
return False
|
|
|
|
# Singleton
|
|
agentforce_service = SalesforceAgentforceSync()
|