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WordPress小批量定制插件与CRM系统集成开发教程
概述
在当今数字化商业环境中，将WordPress网站与客户关系管理（CRM）系统集成已成为提升业务效率的关键策略。本教程将指导您开发一个WordPress定制插件，实现与CRM系统的双向数据同步，特别适合小批量定制业务场景。通过本教程，您将学习到完整的插件开发流程、API集成技术以及数据处理最佳实践。
环境准备与插件基础结构
首先，我们需要创建插件的基本文件结构。在WordPress的wp-content/plugins/目录下创建一个新文件夹，命名为custom-crm-integration。
<?php
/**
* Plugin Name: 小批量定制CRM集成
* Plugin URI: https://yourwebsite.com/
* Description: 将WordPress小批量定制订单与CRM系统集成
* Version: 1.0.0
* Author: 您的名称
* License: GPL v2 or later
* Text Domain: custom-crm-integration
*/
// 防止直接访问
if (!defined('ABSPATH')) {
exit;
}
// 定义插件常量
define('CUSTOM_CRM_VERSION', '1.0.0');
define('CUSTOM_CRM_PLUGIN_DIR', plugin_dir_path(__FILE__));
define('CUSTOM_CRM_PLUGIN_URL', plugin_dir_url(__FILE__));
// 初始化插件
class Custom_CRM_Integration {
private static $instance = null;
public static function get_instance() {
if (null === self::$instance) {
self::$instance = new self();
}
return self::$instance;
}
private function __construct() {
$this->init_hooks();
}
private function init_hooks() {
// 激活/停用插件钩子
register_activation_hook(__FILE__, array($this, 'activate'));
register_deactivation_hook(__FILE__, array($this, 'deactivate'));
// 初始化
add_action('init', array($this, 'init'));
// 管理菜单
add_action('admin_menu', array($this, 'add_admin_menu'));
// 保存设置
add_action('admin_post_save_crm_settings', array($this, 'save_settings'));
}
public function activate() {
// 创建必要的数据库表
$this->create_tables();
// 设置默认选项
add_option('crm_integration_version', CUSTOM_CRM_VERSION);
}
public function deactivate() {
// 清理临时数据
// 注意：这里不清除设置，以便重新激活时保留配置
}
public function init() {
// 加载文本域
load_plugin_textdomain('custom-crm-integration', false, dirname(plugin_basename(__FILE__)) . '/languages');
}
private function create_tables() {
global $wpdb;
$charset_collate = $wpdb->get_charset_collate();
$table_name = $wpdb->prefix . 'custom_crm_sync_log';
$sql = "CREATE TABLE IF NOT EXISTS $table_name (
id mediumint(9) NOT NULL AUTO_INCREMENT,
sync_time datetime DEFAULT CURRENT_TIMESTAMP NOT NULL,
operation_type varchar(50) NOT NULL,
entity_type varchar(50) NOT NULL,
entity_id varchar(100) NOT NULL,
status varchar(50) NOT NULL,
message text,
PRIMARY KEY (id)
) $charset_collate;";
require_once(ABSPATH . 'wp-admin/includes/upgrade.php');
dbDelta($sql);
}
}
// 启动插件
Custom_CRM_Integration::get_instance();
?>CRM API连接类
接下来，我们创建一个处理CRM API通信的类。这个类将负责所有与CRM系统的交互。
<?php
/**
* CRM API连接处理器
*/
class CRM_API_Handler {
private $api_url;
private $api_key;
private $api_secret;
public function __construct($api_url, $api_key, $api_secret) {
$this->api_url = rtrim($api_url, '/');
$this->api_key = $api_key;
$this->api_secret = $api_secret;
}
/**
* 发送请求到CRM API
*
* @param string $endpoint API端点
* @param array $data 发送的数据
* @param string $method HTTP方法 (GET, POST, PUT, DELETE)
* @return array 响应数据
*/
public function send_request($endpoint, $data = array(), $method = 'POST') {
$url = $this->api_url . '/' . ltrim($endpoint, '/');
// 准备请求头
$headers = array(
'Content-Type' => 'application/json',
'X-API-Key' => $this->api_key,
'X-API-Secret' => $this->api_secret,
);
// 准备请求参数
$args = array(
'method' => $method,
'headers' => $headers,
'timeout' => 30,
'sslverify' => false, // 根据您的SSL配置调整
);
// 如果是GET请求，将参数添加到URL
if ($method === 'GET' && !empty($data)) {
$url = add_query_arg($data, $url);
} else {
$args['body'] = json_encode($data);
}
// 发送请求
$response = wp_remote_request($url, $args);
// 处理响应
if (is_wp_error($response)) {
return array(
'success' => false,
'error' => $response->get_error_message()
);
}
$response_code = wp_remote_retrieve_response_code($response);
$response_body = wp_remote_retrieve_body($response);
// 解析JSON响应
$data = json_decode($response_body, true);
return array(
'success' => ($response_code >= 200 && $response_code < 300),
'code' => $response_code,
'data' => $data
);
}
/**
* 创建CRM客户
*
* @param array $customer_data 客户数据
* @return array 响应结果
*/
public function create_customer($customer_data) {
// 验证必要字段
$required_fields = array('email', 'first_name', 'last_name');
foreach ($required_fields as $field) {
if (empty($customer_data[$field])) {
return array(
'success' => false,
'error' => "缺少必要字段: $field"
);
}
}
// 标准化数据格式
$crm_customer_data = array(
'customer' => array(
'email' => sanitize_email($customer_data['email']),
'firstName' => sanitize_text_field($customer_data['first_name']),
'lastName' => sanitize_text_field($customer_data['last_name']),
'phone' => isset($customer_data['phone']) ? sanitize_text_field($customer_data['phone']) : '',
'company' => isset($customer_data['company']) ? sanitize_text_field($customer_data['company']) : '',
'customFields' => array(
'wordpress_user_id' => isset($customer_data['user_id']) ? intval($customer_data['user_id']) : 0,
'registration_date' => date('Y-m-d H:i:s')
)
)
);
return $this->send_request('/api/v1/customers', $crm_customer_data, 'POST');
}
/**
* 创建CRM订单
*
* @param array $order_data 订单数据
* @return array 响应结果
*/
public function create_order($order_data) {
// 验证必要字段
if (empty($order_data['customer_id']) || empty($order_data['items'])) {
return array(
'success' => false,
'error' => '缺少客户ID或订单项目'
);
}
// 处理订单项目
$order_items = array();
foreach ($order_data['items'] as $item) {
$order_items[] = array(
'productId' => isset($item['product_id']) ? intval($item['product_id']) : 0,
'productName' => sanitize_text_field($item['name']),
'quantity' => intval($item['quantity']),
'unitPrice' => floatval($item['price']),
'customizations' => isset($item['customizations']) ? $item['customizations'] : array()
);
}
$crm_order_data = array(
'order' => array(
'customerId' => intval($order_data['customer_id']),
'orderNumber' => sanitize_text_field($order_data['order_number']),
'orderDate' => date('Y-m-d H:i:s'),
'totalAmount' => floatval($order_data['total']),
'status' => 'pending',
'items' => $order_items,
'notes' => isset($order_data['notes']) ? sanitize_textarea_field($order_data['notes']) : '',
'metadata' => array(
'wordpress_order_id' => intval($order_data['wordpress_order_id']),
'source' => 'wordpress_custom_plugin'
)
)
);
return $this->send_request('/api/v1/orders', $crm_order_data, 'POST');
}
/**
* 根据邮箱查找CRM客户
*
* @param string $email 客户邮箱
* @return array 客户数据或错误信息
*/
public function find_customer_by_email($email) {
$response = $this->send_request('/api/v1/customers/search', array('email' => $email), 'GET');
if ($response['success'] && !empty($response['data']['customers'])) {
return array(
'success' => true,
'customer' => $response['data']['customers'][0]
);
}
return array(
'success' => false,
'error' => '未找到客户'
);
}
}
?>WooCommerce订单同步功能
对于小批量定制业务，通常使用WooCommerce处理订单。以下代码展示了如何将WooCommerce订单同步到CRM系统。
<?php
/**
* WooCommerce订单同步
*/
class WooCommerce_CRM_Sync {
private $crm_handler;
public function __construct($crm_handler) {
$this->crm_handler = $crm_handler;
// 钩子：新订单创建时
add_action('woocommerce_checkout_order_processed', array($this, 'sync_new_order'), 10, 3);
// 钩子：订单状态更新时
add_action('woocommerce_order_status_changed', array($this, 'sync_order_status'), 10, 4);
// 钩子：手动同步操作
add_action('admin_post_manual_order_sync', array($this, 'manual_order_sync'));
}
/**
* 同步新订单到CRM
*/
public function sync_new_order($order_id, $posted_data, $order) {
// 获取订单对象
if (!is_a($order, 'WC_Order')) {
$order = wc_get_order($order_id);
}
// 检查是否应该同步此订单
if (!$this->should_sync_order($order)) {
$this->log_sync_operation('order', $order_id, 'skipped', '订单不符合同步条件');
return;
}
// 获取客户信息
$customer_email = $order->get_billing_email();
$customer_data = array(
'email' => $customer_email,
'first_name' => $order->get_billing_first_name(),
'last_name' => $order->get_billing_last_name(),
'phone' => $order->get_billing_phone(),
'company' => $order->get_billing_company(),
'user_id' => $order->get_customer_id()
);
// 查找或创建CRM客户
$customer_result = $this->crm_handler->find_customer_by_email($customer_email);
if (!$customer_result['success']) {
// 客户不存在，创建新客户
$customer_result = $this->crm_handler->create_customer($customer_data);
if (!$customer_result['success']) {
$this->log_sync_operation('customer', $customer_email, 'failed', '创建客户失败: ' . $customer_result['error']);
return;
}
$crm_customer_id = $customer_result['data']['customer']['id'];
$this->log_sync_operation('customer', $customer_email, 'success', '客户创建成功，ID: ' . $crm_customer_id);
} else {
$crm_customer_id = $customer_result['customer']['id'];
}
// 准备订单数据
$order_items = array();
foreach ($order->get_items() as $item_id => $item) {
$product = $item->get_product();
// 获取定制化信息（假设存储在订单项meta中）
$customizations = array();
$item_meta = $item->get_meta_data();
foreach ($item_meta as $meta) {
if (strpos($meta->key, 'custom_') === 0) {
$customizations[$meta->key] = $meta->value;
}
}
$order_items[] = array(
'product_id' => $item->get_product_id(),
'name' => $item->get_name(),
'quantity' => $item->get_quantity(),
'price' => $item->get_total() / $item->get_quantity(),
'customizations' => $customizations
);
}
$order_data = array(
'customer_id' => $crm_customer_id,
'order_number' => $order->get_order_number(),
'total' => $order->get_total(),
'wordpress_order_id' => $order_id,
'items' => $order_items,
'notes' => $order->get_customer_note()
);
// 创建CRM订单
$order_result = $this->crm_handler->create_order($order_data);
if ($order_result['success']) {
// 保存CRM订单ID到WordPress订单meta
$crm_order_id = $order_result['data']['order']['id'];
$order->update_meta_data('_crm_order_id', $crm_order_id);
$order->save();
$this->log_sync_operation('order', $order_id, 'success', '订单同步成功，CRM订单ID: ' . $crm_order_id);
} else {
$this->log_sync_operation('order', $order_id, 'failed', '订单同步失败: ' . $order_result['error']);
}
}
/**
* 同步订单状态更新
*/
public function sync_order_status($order_id, $old_status, $new_status, $order) {
// 获取CRM订单ID
$crm_order_id = $order->get_meta('_crm_order_id');
if (empty($crm_order_id)) {
return; // 未同步的订单，跳过
}
// 映射WooCommerce状态到CRM状态
$status_map = array(
'pending' => 'pending',
'processing' => 'processing',
'on-hold' => 'on_hold',
'completed' => 'completed',
'cancelled' => 'cancelled',
'refunded' => 'refunded',
'failed' => 'failed'
);
$crm_status = isset($status_map[$new_status]) ? $status_map[$new_status] : 'pending';
// 更新CRM订单状态
$update_data = array(
'order' => array(
'status' => $crm_status,
'statusNotes' => "状态从 {$old_status} 更新为 {$new_status}"
)
);
$response = $this->crm_handler->send_request("/api/v1/orders/{$crm_order_id}", $update_data, 'PUT');
if ($response['success']) {
$this->log_sync_operation('order_status', $order_id, 'success', "状态更新: {$old_status} → {$new_status}");
} else {
$this->log_sync_operation('order_status', $order_id, 'failed', '状态更新失败: ' . $response['error']);
}
}
/**
* 检查是否应该同步订单
*/
private function should_sync_order($order) {
// 排除特定支付方式的订单
$excluded_gateways = array('cod', 'bacs');
if (in_array($order->get_payment_method(), $excluded_gateways)) {
return false;
}
// 只同步特定产品类型的订单
$has_custom_product = false;
foreach ($order->get_items() as $item) {
$product = $item->get_product();
if ($product && $product->get_meta('_is_custom_product')) {
$has_custom_product = true;
break;
}
}
return $has_custom_product;
}
/**
* 记录同步操作
*/
private function log_sync_operation($entity_type, $entity_id, $status, $message = '') {
global $wpdb;
$table_name = $wpdb->prefix . 'custom_crm_sync_log';
$wpdb->insert(
$table_name,
array(
'operation_type' => 'auto_sync',
'entity_type' => $entity_type,
'entity_id' => $entity_id,
'status' => $status,
'message' => $message
),WordPress小批量定制插件与CRM系统集成开发教程（续）
管理界面与设置页面
创建用户友好的管理界面是插件成功的关键。以下代码实现插件的设置页面和同步日志查看功能。
<?php
/**
* 插件管理界面
*/
class CRM_Admin_Interface {
public function add_admin_menu() {
// 主菜单项
add_menu_page(
'CRM集成设置',
'CRM集成',
'manage_options',
'custom-crm-integration',
array($this, 'display_settings_page'),
'dashicons-admin-generic',
30
);
// 子菜单：设置
add_submenu_page(
'custom-crm-integration',
'CRM设置',
'设置',
'manage_options',
'custom-crm-integration',
array($this, 'display_settings_page')
);
// 子菜单：同步日志
add_submenu_page(
'custom-crm-integration',
'同步日志',
'同步日志',
'manage_options',
'crm-sync-logs',
array($this, 'display_sync_logs_page')
);
// 子菜单：手动同步
add_submenu_page(
'custom-crm-integration',
'手动同步',
'手动同步',
'manage_options',
'crm-manual-sync',
array($this, 'display_manual_sync_page')
);
}
/**
* 显示设置页面
*/
public function display_settings_page() {
// 获取当前设置
$settings = get_option('crm_integration_settings', array());
?>
<div class="wrap">
<h1>CRM集成设置</h1>
<form method="post" action="<?php echo admin_url('admin-post.php'); ?>">
<input type="hidden" name="action" value="save_crm_settings">
<?php wp_nonce_field('crm_settings_nonce', 'crm_settings_nonce_field'); ?>
<table class="form-table">
<tr>
<th scope="row">
<label for="crm_api_url">CRM API地址</label>
</th>
<td>
<input type="url" id="crm_api_url" name="crm_api_url"
value="<?php echo esc_url($settings['api_url'] ?? ''); ?>"
class="regular-text" required>
<p class="description">请输入完整的CRM API基础URL，例如：https://api.yourcrm.com</p>
</td>
</tr>
<tr>
<th scope="row">
<label for="crm_api_key">API密钥</label>
</th>
<td>
<input type="password" id="crm_api_key" name="crm_api_key"
value="<?php echo esc_attr($settings['api_key'] ?? ''); ?>"
class="regular-text" required>
</td>
</tr>
<tr>
<th scope="row">
<label for="crm_api_secret">API密钥</label>
</th>
<td>
<input type="password" id="crm_api_secret" name="crm_api_secret"
value="<?php echo esc_attr($settings['api_secret'] ?? ''); ?>"
class="regular-text" required>
</td>
</tr>
<tr>
<th scope="row">
<label for="sync_automatically">自动同步</label>
</th>
<td>
<input type="checkbox" id="sync_automatically" name="sync_automatically"
value="1" <?php checked(1, $settings['sync_automatically'] ?? 1); ?>>
<label for="sync_automatically">启用新订单自动同步到CRM</label>
</td>
</tr>
<tr>
<th scope="row">
<label for="sync_customers">同步客户</label>
</th>
<td>
<input type="checkbox" id="sync_customers" name="sync_customers"
value="1" <?php checked(1, $settings['sync_customers'] ?? 1); ?>>
<label for="sync_customers">自动同步新客户到CRM</label>
</td>
</tr>
<tr>
<th scope="row">
<label for="product_categories">同步的产品类别</label>
</th>
<td>
<?php
$product_categories = get_terms(array(
'taxonomy' => 'product_cat',
'hide_empty' => false,
));
$selected_categories = $settings['product_categories'] ?? array();
foreach ($product_categories as $category) {
$checked = in_array($category->term_id, $selected_categories) ? 'checked' : '';
?>
<p>
<input type="checkbox" id="cat_<?php echo $category->term_id; ?>"
name="product_categories[]"
value="<?php echo $category->term_id; ?>" <?php echo $checked; ?>>
<label for="cat_<?php echo $category->term_id; ?>">
<?php echo esc_html($category->name); ?>
</label>
</p>
<?php
}
?>
<p class="description">只同步指定类别的产品订单</p>
</td>
</tr>
<tr>
<th scope="row">
<label for="custom_field_mapping">自定义字段映射</label>
</th>
<td>
<textarea id="custom_field_mapping" name="custom_field_mapping"
rows="5" class="large-text"><?php
echo esc_textarea($settings['custom_field_mapping'] ?? '');
?></textarea>
<p class="description">
每行一个映射，格式：WordPress字段名:CRM字段名<br>
例如：billing_phone:phoneNumber
</p>
</td>
</tr>
</table>
<?php submit_button('保存设置'); ?>
</form>
<div class="card" style="margin-top: 20px;">
<h2>API连接测试</h2>
<p>
<button id="test-crm-connection" class="button button-secondary">
测试CRM连接
</button>
<span id="test-result" style="margin-left: 10px;"></span>
</p>
</div>
</div>
<script>
jQuery(document).ready(function($) {
$('#test-crm-connection').click(function() {
var button = $(this);
var result = $('#test-result');
button.prop('disabled', true).text('测试中...');
result.text('').removeClass('error success');
$.post(ajaxurl, {
action: 'test_crm_connection',
nonce: '<?php echo wp_create_nonce('test_crm_connection'); ?>',
api_url: $('#crm_api_url').val(),
api_key: $('#crm_api_key').val(),
api_secret: $('#crm_api_secret').val()
}, function(response) {
if (response.success) {
result.text('✓ 连接成功').addClass('success');
} else {
result.text('✗ 连接失败: ' + response.data).addClass('error');
}
button.prop('disabled', false).text('测试CRM连接');
});
});
});
</script>
<?php
}
/**
* 显示同步日志页面
*/
public function display_sync_logs_page() {
global $wpdb;
$table_name = $wpdb->prefix . 'custom_crm_sync_log';
// 分页参数
$per_page = 20;
$current_page = isset($_GET['paged']) ? max(1, intval($_GET['paged'])) : 1;
$offset = ($current_page - 1) * $per_page;
// 获取日志总数
$total_items = $wpdb->get_var("SELECT COUNT(*) FROM $table_name");
// 获取日志数据
$logs = $wpdb->get_results(
$wpdb->prepare(
"SELECT * FROM $table_name ORDER BY sync_time DESC LIMIT %d OFFSET %d",
$per_page,
$offset
),
ARRAY_A
);
?>
<div class="wrap">
<h1>同步日志</h1>
<div class="tablenav top">
<div class="tablenav-pages">
<?php
$total_pages = ceil($total_items / $per_page);
echo paginate_links(array(
'base' => add_query_arg('paged', '%#%'),
'format' => '',
'prev_text' => '«',
'next_text' => '»',
'total' => $total_pages,
'current' => $current_page
));
?>
</div>
</div>
<table class="wp-list-table widefat fixed striped">
<thead>
<tr>
<th>时间</th>
<th>操作类型</th>
<th>实体类型</th>
<th>实体ID</th>
<th>状态</th>
<th>消息</th>
</tr>
</thead>
<tbody>
<?php if (empty($logs)): ?>
<tr>
<td colspan="6" style="text-align: center;">暂无同步日志</td>
</tr>
<?php else: ?>
<?php foreach ($logs as $log): ?>
<tr>
<td><?php echo esc_html($log['sync_time']); ?></td>
<td><?php echo esc_html($log['operation_type']); ?></td>
<td><?php echo esc_html($log['entity_type']); ?></td>
<td><?php echo esc_html($log['entity_id']); ?></td>
<td>
<?php
$status_class = '';
switch ($log['status']) {
case 'success':
$status_class = 'status-success';
break;
case 'failed':
$status_class = 'status-failed';
break;
case 'skipped':
$status_class = 'status-skipped';
break;
}
?>
<span class="status-badge <?php echo $status_class; ?>">
<?php echo esc_html($log['status']); ?>
</span>
</td>
<td><?php echo esc_html($log['message']); ?></td>
</tr>
<?php endforeach; ?>
<?php endif; ?>
</tbody>
</table>
<style>
.status-badge {
padding: 3px 8px;
border-radius: 3px;
font-size: 12px;
font-weight: bold;
}
.status-success {
background-color: #d4edda;
color: #155724;
}
.status-failed {
background-color: #f8d7da;
color: #721c24;
}
.status-skipped {
background-color: #fff3cd;
color: #856404;
}
</style>
</div>
<?php
}
/**
* 显示手动同步页面
*/
public function display_manual_sync_page() {
?>
<div class="wrap">
<h1>手动同步</h1>
<div class="card">
<h2>同步特定订单</h2>
<form method="post" action="<?php echo admin_url('admin-post.php'); ?>">
<input type="hidden" name="action" value="manual_order_sync">
<?php wp_nonce_field('manual_sync_nonce', 'manual_sync_nonce_field'); ?>
<p>
<label for="order_id">订单ID：</label>
<input type="number" id="order_id" name="order_id" min="1" required>
</p>
<?php submit_button('同步此订单', 'primary', 'submit_single_order'); ?>
</form>
</div>
<div class="card" style="margin-top: 20px;">
<h2>批量同步</h2>
<form method="post" action="<?php echo admin_url('admin-post.php'); ?>">
<input type="hidden" name="action" value="bulk_order_sync">
<?php wp_nonce_field('bulk_sync_nonce', 'bulk_sync_nonce_field'); ?>
<p>
<label for="start_date">开始日期：</label>
<input type="date" id="start_date" name="start_date"
value="<?php echo date('Y-m-d', strtotime('-7 days')); ?>">
<label for="end_date" style="margin-left: 20px;">结束日期：</label>
<input type="date" id="end_date" name="end_date"
value="<?php echo date('Y-m-d'); ?>">
</p>
<p>
<label for="order_status">订单状态：</label>
<select id="order_status" name="order_status">
<option value="">所有状态</option>
<option value="pending">待处理</option>
<option value="processing">处理中</option>
<option value="completed">已完成</option>
<option value="cancelled">已取消</option>
</select>
</p>
<?php submit_button('批量同步订单', 'secondary', 'submit_bulk_sync'); ?>
</form>
</div>
<div class="card" style="margin-top: 20px;">
<h2>同步统计</h2>
<?php
global $wpdb;
$table_name = $wpdb->prefix . 'custom_crm_sync_log';
$stats = $wpdb->get_results("
SELECT status, COUNT(*) as count
FROM $table_name
WHERE entity_type = 'order'
GROUP BY status
", ARRAY_A);
if ($stats) {
echo '<ul>';
foreach ($stats as $stat) {
echo '<li>' . esc_html($stat['status']) . ': ' . intval($stat['count']) . '</li>';
}
echo '</ul>';
}
?>
</div>
</div>
<?php
}
/**
* 保存设置
*/
public function save_settings() {
// 验证权限
if (!current_user_can('manage_options')) {
wp_die('权限不足');
}
// 验证nonce
if (!isset($_POST['crm_settings_nonce_field']) ||
!wp_verify_nonce($_POST['crm_settings_nonce_field'], 'crm_settings_nonce')) {
wp_die('安全验证失败');
}
// 收集设置数据
$settings = array(
'api_url' => esc_url_raw($_POST['crm_api_url']),
'api_key' => sanitize_text_field($_POST['crm_api_key']),
'api_secret' => sanitize_text_field($_POST['crm_api_secret']),
'sync_automatically' => isset($_POST['sync_automatically']) ? 1 : 0,
'sync_customers' => isset($_POST['sync_customers']) ? 1 : 0,
'product_categories' => isset($_POST['product_categories']) ?
array_map('intval', $_POST['product_categories']) : array(),
'custom_field_mapping' => sanitize_textarea_field($_POST['custom_field_mapping'])
);
// 保存设置
update_option('crm_integration_settings', $settings);
// 重定向回设置页面
wp_redirect(add_query_arg(
array('page' => 'custom-crm-integration', 'updated' => 'true'),
admin_url('admin.php')
));
exit;
}
}
?>AJAX处理与API测试
添加AJAX处理功能，用于测试CRM连接和实时状态更新。
<?php
/**
* AJAX处理程序
*/
class CRM_AJAX_Handler {
public function __construct() {
// 测试CRM连接
add_action('wp_ajax_test_crm_connection', array($this, 'test_crm_connection'));
// 获取同步状态
add_action('wp_ajax_get_sync_status', array($this, 'get_sync_status'));
}
/**
* 测试CRM连接
*/
public function test_crm_connection() {
// 验证nonce
if (!check_ajax_referer('test_crm_connection', 'nonce', false)) {
wp_die('安全验证失败', 403);
}
// 获取API参数
$api_url = isset($_POST['api_url']) ? esc_url_raw($_POST['api_url']) : '';
$api_key = isset($_POST['api_key']) ? sanitize_text_field($_POST['api_key']) : '';
$api_secret = isset($_POST['api_secret']) ? sanitize_text_field($_POST['api_secret']) : '';
if (empty($api_url) || empty($api_key) || empty($api_secret)) {
wp_send_json_error('请填写完整的API信息');
}
// 创建临时CRM处理器
$crm_handler = new CRM_API_Handler($api_url, $api_key, $api_secret);
// 测试连接
$response = $crm_handler->send_request('/api/v1/ping', array(), 'GET');
if ($response['success']) {
wp_send_json_success('CRM连接测试成功');
} else {
wp_send_json_error('连接失败: ' . ($response['error'] ?? '未知错误'));
}
}
/**
* 获取同步状态
*/