remp/crm-users-module

CRM Users Module

3.1.0 2024-03-06 07:08 UTC

README

Translation status @ Weblate

This documentation describes API handlers and CLI commands provided by this module for others to use. It expects your application is based on the CRM skeleton provided by us.

Installing module

We recommend using Composer for installation and update management.

composer require remp/crm-users-module

Enabling module

Add installed extension to your app/config/config.neon file.

extensions:
	users: Crm\UsersModule\DI\UsersModuleExtension

Generate ACL

User access resources are used to control access rights of admin groups in CRM admin. These resources are generated from methods render*, action*, handle* of all presenters extending Crm\AdminModule\Presenters\AdminPresenter.

To generate run command:

php bin/command.php user:generate_access

This command should be run everytime new version is released to validate & generate new resources.

All new resources are automatically assigned to superadmin admin group - check seeder Crm\UsersModule\Seeders\UsersSeeder.

Other admin groups are not affected. New resources have to be assigned either manually via admin interface (http://crm.press/users/admin-group-admin/show/1) or seeded within your module.

ACL - admin-access-level

These annotations are optional and do not affect resolving access rights to resource.

To ease assigning of access rights to admin groups (http://crm.press/users/admin-group-admin/show/1), level of access resource can be specified as method annotation admin-access-level. CRM uses now two levels read and write. Level write indicates that this method can be used to create, update or remove entity. Rest of resources has level read.

Example:

use Crm\AdminModule\Presenters\AdminPresenter;

class ExampleAdminPresenter extends AdminPresenter {

    /**
     * @admin-access-level read
     */
    public function renderDefault()
    {
    }

    /**
     * @admin-access-level write
     */
    public function renderEdit()
    {
    }
}

If annotation admin-access-level is missing, no level is displayed on page where resources/right are assigned to admin groups (http://crm.press/users/admin-group-admin/show/1).

Cleanup

Command has also cleanup option:

php bin/command.php user:generate_access --cleanup

After resources are generated, it will compare current ACL resources and actions with previous state. Orphaned ACL resources will be removed from database. Useful when module is uninstalled or admin presenter / action is removed.

WARNING: This option doesn't fix ACL after resource is moved. That should be handled by module when resource is moved / renamed (eg. by migration).

Single sign-on

Google Sign-In

Users module supports Google Sign-In authentication using the Authorization code flow and ID token.

Configuration

Any application that uses Google Sign-In must have authorization credentials that identify the application to Google's OAuth 2.0 server. To set up credentials, please go to Google Credentials page.

After acquiring credentials, put them to neon configuration file using the following format:

users:
	sso:
	    google:
	        client_id: CLIENT_ID
	        client_secret: CLIENT_SECRET

Last step is to enable Google Sign-In in CRM settings in /admin/config-admin/ Authentication section.

ID Token

ID Token is a Google-signed JWT token holding user information (see the documentation). This module provides an API endpoint to validate the token and match it to an existing user (or create a new one) using user's email address.

Authorization code flow

Standard OAuth2 Authorization code flow is initiated when user is redirected to http://crm.press/users/google/sign URL.

An optional parameter is url, which is a URL to redirect to after the successful login. url is validated against current CRM domain - url has to share at least the second level domain, e.g. if your CRM is available at crm.yoursystem.com, any domain passing *.yoursystem.com will be considered as a valid redirect URI.

Example

HTML button to initiate Google Sign-In:

<a href="http://crm.press/users/google/sign">Google Sign-In</a>

Apple Sign-In

Users module supports Apple Sign-In authentication using the Authorization code flow and ID token.

Configuration

Any application that uses Apple Sign-In must have authorization credentials that identify the application to Apple. For more information, please go to Apple Get started page.

After acquiring credentials, put them to neon configuration file using the following format:

users:
	sso:
	    apple:
	        client_id: CLIENT_ID # default client ID used for signing in on the web
	        trusted_client_ids: [CLIENT_ID] # other trusted client IDs using the Apple ID to sign in (e.g. mobile apps)

Last step is to enable Apple Sign-In in CRM settings in /admin/config-admin/ Authentication section.

ID Token

ID Token is a Apple-signed JWT token holding user information. This module provides an API endpoint to validate the token and match it to an existing user (or create a new one) using user's email address.

Authorization code flow

Standard OAuth2 Authorization code flow is initiated when user is redirected to http://crm.press/users/apple/sign URL.

An optional parameter is url, which is a URL to redirect to after the successful login. url is validated against current CRM domain - url has to share at least the second level domain, e.g. if your CRM is available at crm.yoursystem.com, any domain passing *.yoursystem.com will be considered as a valid redirect URI.

Example

HTML button to initiate Apple Sign-In:

<a href="http://crm.press/users/apple/sign">Apple Sign-In</a>

Allow domains in url redirect

To enable more domains in url redirect, please add the following configuration to your configuration neon file:

signInRedirectValidator:
    setup:
    	- addAllowedDomains('another.domain.com', 'some.other.domain.net')

Secured admin login

Required Google Sign-In

To enhance security, one may require all users with admin role to log-in using Google Sign-In, if they want to access admin interface. User verification security then relies on Google security mechanisms to identify potential abuse.

To turn on this option (called "Secured login"):

  • Register following event handler to one of your internal modules so the sign-in process correctly flags the source of sign-in (e.g. Google) secure:
    public function registerEventHandlers(\League\Event\Emitter $emitter)
    {
        // ...
        $emitter->addListener(
            \Crm\UsersModule\Events\UserSignInEvent::class,
            $this->getInstance(\Crm\UsersModule\Events\SecureAccessSignInEventHandler::class)
        );
    );
    • If you want more control or different level of security, create your own SecureAccessSignInEventHandler and implement your custom rules.
  • Check Authentication section of CRM admin settings and enable Secured login.
  • After enabling the option, each such user has to be acknowledged by adding secure_login_allowed flag to user_meta table.

Two-factor authentication

Currently, 2FA authentication is not implemented.

Data retention configuration

You can configure time before which application:cleanup deletes old repository data and column which it uses by using (in your project configuration file):

autoLoginTokensRepository:
	setup:
		- setRetentionThreshold('now', 'valid_at')
changePasswordsLogsRepository:
	setup:
		- setRetentionThreshold('-12 months')
userActionsLogRepository:
	setup:
		- setRetentionThreshold('-12 months')

AccessTokenAuthenticator

UsersModule generates an access token for every successful user authentication. This token can be used to authenticate the user in API calls.

You can log the user into the CRM automatically if you have such token thanks to the AccessTokenAuthenticator.

How to use

CRM checks if there's a cookie called n_token and extracts the value from it. If the value is valid access token (it's still present in the access_tokens table), and it doesn't belong to admin account, it logs user in automatically without requesting username or password.

This comes handy in case your login process is handled on other domain (e.g. in your CMS via CRM's API) and you want your users to get logged in only once.

Events

NewUserEvent

NewUserEvent is emitted for all types of new users created - both regular (claimed) and unclaimed.

UserRegisteredEvent

UserRegisteredEvent is emitted when a regular user is created through UserBuilder. Unclaimed user is not considered to be a regular user.

If you call UsersRepository::add directly in your own extension and it's a regular user, make sure you emit UserRegisteredEvent at the end of the process.

UserCreatedEvent

UserCreatedEvent used to be an event emitted during user registration. This is now deprecated. Use UserRegisteredEvent and possibly NewUserEvent instead.

API documentation

All examples use http://crm.press as a base domain. Please change the host to the one you use before executing the examples.

All examples use XXX as a default value for authorization token, please replace it with the real tokens:

  • API tokens. Standard API keys for server-server communication. It identifies the calling application as a whole. They can be generated in CRM Admin (/api/api-tokens-admin/) and each API key has to be whitelisted to access specific API endpoints. By default the API key has access to no endpoint.
  • User tokens. Generated for each user during the login process, token identify single user when communicating between different parts of the system. The token can be read:
    • From n_token cookie if the user was logged in via CRM.
    • From the response of /api/v1/users/login endpoint - you're free to store the response into your own cookie/local storage/session.

API responses can contain following HTTP codes:

Value Description
200 OK Successful response, default value
400 Bad Request Invalid request (missing required parameters)
403 Forbidden The authorization failed (provided token was not valid)
404 Not found Referenced resource wasn't found

If possible, the response includes application/json encoded payload with message explaining the error further.

GET /api/v1/user/info

API call returns basic user information and meta information, based on provided user token.

Headers:
Name Value Required Description
Authorization Bearer String yes User token.
Example:
curl -v –X GET http://crm.press/api/v1/user/info \
-H "Content-Type:application/json" \
-H "Authorization: Bearer XXX"

Response:

{
    "status": "ok",
    "user": {
        "id": 1,
        "email": "admin@example.com",
        "confirmed_at": "2021-01-01T10:00:00+01:00", // RFC3339 date or NULL; user confirmation date
        "first_name": "Test",
        "last_name": "Admin"
    },
    "user_meta": {
        "newsletter_subscribed": "1"
    }
}

This was a response from default UserAuthenticator. If your application use some custom implementation of authenticator (e.g. FooAuthenticator), the authenticator can add extra parameters to the response:

{
    "status": "ok",
    "user": {
        // ...
    },
    "foo": {
        "external_id": "baz",
        "custom_flag": true
    }
}

POST /api/v1/users/login

API call verifies provided credentials and returns user token.

Params:
Name Value Required Description
Email String yes User's email address.
Password String yes User's plain text password.
Source String no Source of the login indicating which implementation
of UserAuthenticator to verify credentials.
The caller is responsible for providing source of the credentials
so the handler know which implementation can handle the verification.
device_token String no Token used for pairing mobile device to users access tokens. Can be generated by users/get-device-token.
Example:
curl 'http://crm.press/api/v1/users/login/' \
  -H 'Content-Type: application/x-www-form-urlencoded; charset=UTF-8' \
  -H 'Accept: application/json' \
  --data 'email=admin%40admin.sk&password=password'

Success response:

{
    "status": "ok",
    "user": {
        "id": 9,
        "email": "admin@crm.press",
        "confirmed_at": "2021-01-01T10:00:00+01:00", // RFC3339 date or NULL; user confirmation date
        "first_name": "Test",
        "last_name": "Admin",
        "roles": ["redaktor", "superadmin"] // admin roles
    },
    "user_meta": {
        "key": "value" // string
    },
    "access": {
        "token": "762eec3fe9f20d87cf865cb40cf6458b" // user token
    }
}

Invalid credentials response:

{
    "status": "error",
    "error": "auth_failed",
    "message": "Zadané heslo sa nezhoduje s našimi záznamami. Prihláste sa, prosím, tak, ako na webe Denníka N."
}

POST /api/v1/users/logout

API call that logs out the authenticated user. If user is authenticated using device token, all associated access tokens are removed too.

Headers:
Name Value Required Description
Authorization Bearer String yes Access token or device token
Example:
curl 'http://crm.press/api/v1/users/logout' \
  -H 'Authorization: Bearer 7973a4b16be01e25d9f0759c180911af' \
  -H 'Accept: application/json'

Success response:

{
    "status": "ok"
}

POST /api/v1/users/email (DEPRECATED: Use /api/v2/users/email instead.)

API calls checks whether provided email address is valid and available to use (for possible registration).

Additionally it checks whether the provided password is valid for given email address or not. It doesn't login the user into the system and it also doesn't return any user token, it only verifies the password if it was provided.

Params:
Name Value Required Description
Email String yes Email to verify
Password String no Password to verify
Example:
curl -v –X GET http://crm.press/api/v1/users/email \
  -H 'Content-Type: application/x-www-form-urlencoded; charset=UTF-8' \
  -H 'Accept: application/json' \
  --data 'email=admin%40admin.sk'

Response when email is already taken:

{
    "email": "admin@crm.press", // String; requested email
    "status": "taken", // String; allowed values ["available", "taken"]
    "id": 9, // Integer; ID of user if email is taken
    "password": null // Boolean; set only if password was provided in request
}

Response when email is available:

{
    "email": "admin@admin.cz",
    "status": "available",
    "id": null,
    "password": null
}

POST /api/v2/users/email

API calls checks whether provided email address is valid and available to use (for possible registration).

Additionally it checks whether the provided password is valid for given email address or not. It doesn't login the user into the system and it also doesn't return any user token, it only verifies the password if it was provided.

Params:
Name Value Required Description
Email String yes Email to verify
Password String no Password to verify
Example:
curl -v –X GET http://crm.press/api/v2/users/email \
  -H 'Content-Type: application/x-www-form-urlencoded; charset=UTF-8' \
  -H 'Accept: application/json' \
  --data 'email=admin%40admin.sk'

Response when email is already taken:

{
    "email": "admin@crm.press", // String; requested email
    "status": "taken", // String; allowed values ["available", "taken"]
    "id": 9, // Integer; ID of user if email is taken
    "password": null // Boolean; set only if password was provided in request
}

Response when email is available:

{
    "email": "admin@admin.cz",
    "status": "available",
    "id": null,
    "password": null
}

POST /api/v1/users/email-check

API call checks whether provided email address is valid and available to use (for possible registration).

Headers:
Name Value Required Description
Authorization Bearer String yes API token
Params:
Name Value Required Description
Email String yes Email to verify
Example:
curl -v –X GET http://crm.press/api/v1/users/email-check \
  -H 'Content-Type: application/x-www-form-urlencoded; charset=UTF-8' \
  -H 'Accept: application/json' \
  --data 'email=admin%40admin.sk'

Response when email is already taken:

{
    "email": "admin@admin.sk", // String; requested email
    "id": 9, // Integer; ID of user if email is taken
    "status": "taken", // String; allowed values ["available", "taken"]
}

Response when email is available:

{
    "email": "admin@admin.cz",
    "status": "available",
}

POST /api/v1/users/create

API for registration of user into the system. Password is generated automatically by the system and sent to user by email.

When the user is registered, he/she is automatically logged in and user token is also returned.

Headers:
Name Value Required Description
Authorization Bearer String yes API token
Params:
Name Value Required Description
email String yes -
password String no -
first_name String no -
last_name String no -
ext_id Integer no User identificator from external system
source String no Source of user registration - string label groupping users registered via the same source.
referer String no Referer URL to indicate where user got registered.
note String no Note visible only to administrators
send_email String no Flag whether to send welcome email after the registration. If not provided, the system will send an email.
disable_email_validation Boolean no Flag whether to bypass email address validation. If not provided, the system will validate email address.
device_token String no Token used for pairing mobile device to users access tokens. Can be generated by users/get-device-token.
unclaimed Boolean no Flag whether to create unclaimed user. If not provided, standard user will be created.
newsletters_subscribe Boolean no Flag whether to subscribe registered user to newsletters.
locale String no User locale.
Example:
curl -v –X GET http://crm.press/api/v1/users/create \
  -H 'Authorization: Bearer XXX' \
  -H 'Content-Type: application/x-www-form-urlencoded; charset=UTF-8' \
  -H 'Accept: application/json' \
  --data 'email=user%40user.sk'

Success response:

{
    "status": "ok",
    "user": {
        "id": 101,
        "email": "user@crm.press",
        "confirmed_at": "2021-01-01T10:00:00+01:00", // RFC3339 date or NULL; user confirmation date
        "first_name": null,
        "last_name": null,
        "roles": [] // admin roles
    },
    "access": {
        "token": "762eec3fe9f20d87cf865cb40cf6458c" // user token
    }
}

POST /api/v1/users/update

API for updating user info.

Headers:
Name Value Required Description
Authorization Bearer String yes API token
Params:
Name Value Required Description
user_id String yes ID of the user to update
email String no -
password String no -
ext_id Integer no User identificator from external system
disable_email_validation Boolean no Flag whether to bypass email address validation. If not provided, the system will validate email address.
locale String no User locale.
Example:
curl -v –X GET http://crm.press/api/v1/users/update \
  -H 'Content-Type: application/x-www-form-urlencoded; charset=UTF-8' \
  -H 'Accept: application/json' \
  --data 'user_id=42&email=user%40user.sk'

Success response:

{
    "status": "ok",
    "user": {
        "id": 101,
        "email": "user@crm.press",
        "confirmed_at": "2021-01-01T10:00:00+01:00" // RFC3339 date or NULL; user confirmation date
    }
}

GET /api/v1/users/add-to-group

Adds user to the provided group. Group serves for artificial user groupping based on your arbitrary criteria.

You can list your available groups in CRM admin at /users/groups-admin/.

Headers:
Name Value Required Description
Authorization Bearer String yes API token.
Params:
Name Value Required Description
email String yes Email to add to user group.
group_id Integer yes ID of user group to be used.
Example:
curl -X POST http://crm.press/api/v1/users/add-to-group \
  -H 'Authorization: Bearer XXX' \
  -H 'Content-Type: application/x-www-form-urlencoded' \
  -d 'email=user%40user.sk&group_id=1'

Response:

{
    "status": "ok"
}

GET /api/v1/users/remove-from-group

Removes the user from selected group. Group serves for artificial user groupping based on your arbitrary criteria.

You can list your available groups in CRM admin at /users/groups-admin/.

Headers:
Name Value Required Description
Authorization Bearer String yes API token.
Params:
Name Value Required Description
email String yes Email to remove from group.
group_id Integer yes ID of user group to be removed from.
Example:
curl -X POST http://crm.press/api/v1/users/remove-from-group \
  -H 'Authorization: Bearer XXX' \
  -H 'Content-Type: application/x-www-form-urlencoded' \
  -d 'email=user%40user.sk&group_id=1'

Response:

{
    "status": "ok"
}

GET /api/v1/users/addresses

Lists all user addresses. User is identified by email address.

Headers:
Name Value Required Description
Authorization Bearer String yes API token.
Params:
Name Value Required Description
email String yes User email.
type String no Type of address - types of addresses are managed by modules (e.g. InvoiceModule adds support for invoice address type.
Example:
curl -X GET \
  'http://crm.press/api/v1/users/addresses?email=user@crm.press' \
  -H 'Authorization: Bearer XXX' \
  -H 'Content-Type: application/x-www-form-urlencoded' \
  -d 'email=user%40user.sk'

Response:

{
    "status": "ok",
    "addresses": [
        {
            "user_id": 10, // Integer; ID of user
            "type": "print", // String; type of address
            "created_at": "2019-03-08T11:37:45+01:00", // RFC3339 date; address creation date
            "email": "user@crm.press", // String; email address of user
            "company_name": "", // String; company name
            "phone_number": "0800123456", // String; phone number (not validated)
            "company_id": "", // String: company ID
            "tax_id": "", // String: company tax ID
            "vat_id": "", // String: company vat ID
            "first_name": "Test", // String: first name of address (can be different from user's first name)
            "last_name": "User", // String; last name of address (can be different from user's first name)
            "address": "10th street", // String: street name
            "number": "368", // String; street number
            "zip": "81105", // String: zip code
            "city": "Bratislava", // String; city
            "country": "Slovensko" // String: user-friendly country name (internally represented by reference)
        }
    ]
}

POST /api/v1/users/address

Creates new address for given user.

Headers:
Name Value Required Description
Authorization Bearer String yes API token.
Params:
Name Value Required Description
email String yes User email.
type String yes Type of address - types of addresses are managed by modules (e.g. InvoiceModule adds support for invoice address type.
first_name String no First name.
last_name String no Last name.
address String no Street name.
number String no Street number.
zip String no ZIP code.
city String no City.
country_iso String no Country ISO 3166-1 alpha-2 code. Default country is used if not provided
company_name String no Name of the company (if it's corporate address)
company_id String no ID of company (if it's corporate address)
tax_id String no Tax ID of company (if it's corporate address)
vat_id String no VAT ID of company (if it's corporate address)
phone_number String no Phone number.
Example:
curl -X POST \
  http://crm.press/api/v1/users/address \
  -H 'Authorization: Bearer XXX' \
  -H 'Cache-Control: no-cache' \
  -H 'Content-Type: application/x-www-form-urlencoded' \
  -d 'email=user%40user.sk&type=invoice&first_name=AdrName&last_name=AdrLastName&address=11th%20str.&number=112&zip=81105&city=Bratislava'

Response:

{
    "status": "ok",
    "address": {
        "id": 26929 // Integer; address ID
    }
}

POST /api/v1/users/change-address-request

Creates new address change request for given type of address and user. Change request might still need to be approved. You should check if the address with given type exists before calling this - if not, create the address first via users/address API call.

Headers:
Name Value Required Description
Authorization Bearer String yes API token.
Params:
Name Value Required Description
email String yes User email.
type String yes Type of address - types of addresses are managed by modules (e.g. InvoiceModule adds support for invoice address type.
first_name String no First name.
company_name String no Name of the company (if it's corporate address)
last_name String no Last name.
address String no Street name.
number String no Street number.
zip String no ZIP code.
city String no City.
country_iso String no Country ISO 3166-1 alpha-2 code. Default country is used if not provided
country_id String no Deprecated and will be removed. Replaced with country_iso.
phone_number String no Phone number.
company_id String no ID of company (if it's corporate address)
company_tax_id String no Tax ID of company (if it's corporate address)
company_vat_id String no VAT ID of company (if it's corporate address)
Example:
curl -X POST \
  http://crm.press/api/v1/users/change-address-request \
  -H 'Authorization: Bearer XXX' \
  -H 'Cache-Control: no-cache' \
  -H 'Content-Type: application/x-www-form-urlencoded' \
  -d 'email=user%40user.sk&type=print&first_name=AdrName&last_name=AdrLastName&address=11th%20str.&number=112&zip=81105&city=Bratislava'

Response:

{
    "status": "ok",
    "address": {
        "id": 26929 // Integer; address ID
    }
}

If the address with given type doesn't exist yet, HTTP 400 is returned with following message:

{
    "status": "error",
    "message": "Parent address not found"
}

POST /api/v1/users/list

Lists information of requested users (identified by user IDs). Endpoint requires pagination parameter to be included and paginates the result by 1000 users in one response.

Anonymized users are excluded from list. Deactivated users can be included by using include_deactivated flag.

Headers:
Name Value Required Description
Authorization Bearer String yes API token.
Params:
Name Value Required Description
user_ids String yes JSON-encoded array of requested user IDs.
page Integer yes Page number to retrieve (starting with 1).
include_deactivated Boolean no Flag indicating that deactivated users should be listed too. Doesn't affect anonymized users - they are always excluded.
Example:
curl -X POST \
  http://crm.press/api/v1/users/list \
  -H 'Authorization: Bearer XXX' \
  -H 'Cache-Control: no-cache' \
  -H 'Content-Type: application/x-www-form-urlencoded' \
  -d 'user_ids=%5B9%2C10%5D&page=1'

Response:

{
    "status": "ok",
    "page": 1, // Integer; requested page number
    "totalPages": 1, // Integer; total page count
    "totalCount": 2, // Integer; total record count
    "users": { // Object; map of users keyed by userId with value object containing user data
        "9": {
            "id": 9, // Integer; ID of user
            "email": "admin@crm.press" // String; email of user
        },
        "10": {
            "id": 10,
            "email": "user@crm.press"
        }
    }
}

POST /api/v1/users/confirm

Confirms user based on given email address.

Headers:
Name Value Required Description
Authorization Bearer String yes API token.
Params:
Name Value Required Description
email String yes Email of user to confirm. Unconfirmed users might be deleted in the future or won't get the emails.
Example:
curl -X POST \
  http://crm.press/api/v1/users/confirm \
  -H 'Authorization: Bearer XXX' \
  -H 'Cache-Control: no-cache' \
  -H 'Content-Type: application/x-www-form-urlencoded' \
  -d email=admin%40admin.sk

Response:

{
    "status": "ok"
}

If the user with given email doesn't exist , HTTP 404 is returned with following code:

{
    "status": "error",
    "code": "user_not_found"
}

POST /api/v1/user/delete

Deletes personal data and makes an account anonymous. If the account cannot be deleted, HTTP 403 is returned.

Headers:
Name Value Required Description
Authorization Bearer String yes User token.
Example:
curl -X POST \
  http://crm.press/api/v1/user/delete \
  -H 'Authorization: Bearer XXX' \
  -H 'Cache-Control: no-cache'

Response:

  • 204: Returned when the user was deleted. No body is returned.

  • 403: Returned when the user cannot be deleted:

    {
      "status": "error",
      "code": "user_delete_protected",
      "message": "Unable to delete user due to system protection configuration",
      "reason": "Account cannot be deleted automatically. Please contact customer support." // reason why the deletion wasn't executed, can be displayed to the user (it's translated)
    }

GET /api/v1/users/touch

API call to refresh cached user's data.

Headers:
Name Value Required Description
Authorization Bearer String yes User token.
Example:
curl -v –X GET http://crm.press/api/v1/users/touch \
-H "Authorization: Bearer XXX"

Response:

{
    "status": "ok",
    "message": "User touched"
}

USER META INFORMATION API

The concept of meta user's information is to provide the way how to store user related data without need of the database structure changes.

Meta information for user is stored as a pair key - value and respect two rules:

  • One value for one key
  • More unique keys for one user

Public property (is_public) defines the availability of meta information for the visual components of CRM administration and the availability for other modules by data providers.

POST /api/v1/user-meta/upsert

Create or update the meta information for given user.

Headers:
Name Value Required Description
Authorization Bearer String yes API token.
Params:
Name Value Required Description
user_id Integer yes ID of user to add/update meta information.
key String yes Meta information key to set.
value String yes Meta information value to set.
is_public Boolean no Meta information property public to set.
Example:
curl -X POST \
  http://crm.press/api/v1/user-meta/upsert \
  -H 'Authorization: Bearer XXX' \
  -H 'Cache-Control: no-cache' \
  -H 'Content-Type: application/json' \
  -d '{
    "user_id": 12345,
    "key": "foo",
    "value": "bar",
    "is_public": false
  }'

Response:

{
    "key": "foo",
    "value": "bar",
    "is_public": false
}

POST /api/v1/user-meta/list

Return all public meta information of specified user. You can specify meta information by using the meta information key.

Headers:
Name Value Required Description
Authorization Bearer String yes User or API token.
Params:
Name Value Required Description
user_id Integer no ID of user. Used only when API token is provided, otherwise user is determined from User token.
key String no The meta information key of user to filter by.
Example:
curl -X GET \
  http://crm.press/api/v1/user-meta/list?user_id=12345 \
  -H 'Authorization: Bearer XXX' \
  -H 'Accept: application/json'

Response:

[
    {
        "user_id": 123,
        "key" : "foo",
        "value" : "bar"
    },
    {
        "user_id": 123,
        "key" : "fooz",
        "value" : "1"
    }
]

POST /api/v1/user-meta/key-users

Return all users with specified meta information key and value.

Headers:
Name Value Required Description
Authorization Bearer String yes API token.
Params:
Name Value Required Description
key String yes The meta key information of user to filter by.
value String no The meta value information of user to filter by.
Example:
curl -X POST \
  http://crm.press/api/v1/user-meta/key-users \
  -H 'Authorization: Bearer XXX' \
  -H 'Cache-Control: no-cache' \
  -H 'Content-Type: application/json' \
  -d '{
    "key": "foo"
  }'

Response:

[
    {
        "user_id" : 1,
        "value" : "bar"
    },
    {
        "user_id" : 2,
        "value" : "friend"
    }
]

POST /api/v1/user-meta/delete

Delete the meta information of user by key. You can delete the meta information of user also only with specific value.

Headers:
Name Value Required Description
Authorization Bearer String yes API token.
Params:
Name Value Required Description
user_id Integer yes The ID of user.
key String yes The meta information key to delete by.
value String no The meta information value to delete by.
Example:
curl -X POST \
  http://crm.press/api/v1/user-meta/delete \
  -H 'Authorization: Bearer XXX' \
  -H 'Cache-Control: no-cache' \
  -H 'Content-Type: application/json' \
  -d '{
    "user_id": 12345,
    "key": "gdpr"
  }'

POST /api/v1/users/autologin-token-login

API call verifies provided autologin token and returns user identity and token.

Params:
Name Value Required Description
autologin_token String yes User's autologin token.
device_token String yes Device token acquired by /api/v1/users/get-device-token.
source String no Source identifying originating client. If provided, CRM will prefix source with api+ prefix; otherwise CRM will use api as a default value for source.
Example:
curl -X POST \
  http://crm.press/api/v1/users/autologin-token-login \
  -H 'Content-Type: application/x-www-form-urlencoded; charset=UTF-8' \
  -H 'Accept: application/json' \
  --data 'autologin_token=f8fb5c8d41e454852c0049cfe1031ac1&source=ios_app'

Success response:

{
    "status": "ok",
    "user": {
        "id": 9,
        "email": "user@crm.press",
        "confirmed_at": "2021-01-01T10:00:00+01:00", // RFC3339 date or NULL; user confirmation date
        "public_name": "user@crm.press",
        "first_name": "Test",
        "last_name": "User"
    },
    "access": {
        "token": "762eec3fe9f20d87cf865cb40cf6458b" // user token
    }
}

Invalid token response:

{
    "status": "error",
    "message": "Invalid token"
}

POST /api/v1/users/get-device-token

API call generates and returns new device token based on sent device_id.

Params:
Name Value Required Description
device_id String yes User's device id.
access_token String no Access token to pair with generated device token.
Example:
curl --location --request POST 'http://crm.press:8080/api/v1/users/get-device-token' --form 'device_id=cosijak2'

Success response:

{
    "device_token": "bfc6191c1837ec3600c23036edf35590"
}

POST /api/v1/users/set-email-validated

API call validates email address for user, if the user exists.

Params:
Name Value Required Description
Email String yes User's email address.
Example:
curl 'http://crm.press/api/v1/users/set-email-validated' \
  -H 'Content-Type: application/x-www-form-urlencoded; charset=UTF-8' \
  -H 'Accept: application/json' \
  --data 'email=admin%40admin.sk'

Success response:

{
    "status": "ok",
    "message": "Email has been validated",
    "code": "success"
}

Invalid request response:

{
    "status": "error",
    "message": "Details about problem",
    "code": "invalid_request"
}

Invalid email response:

{
    "status": "error",
    "message": "Email not valid",
    "code": "invalid_param"
}

Email not assigned response:

{
    "status": "error",
    "message": "Email isn't assigned to any user",
    "code": "email_not_found",
}

POST /api/v1/users/set-email-invalidated

API call invalidates email address for user, if the user exists.

Params:
Name Value Required Description
Email String yes User's email address.
Example:
curl 'http://crm.press/api/v1/users/set-email-invalidated' \
  -H 'Content-Type: application/x-www-form-urlencoded; charset=UTF-8' \
  -H 'Accept: application/json' \
  --data 'email=admin%40admin.sk'

Success response:

{
    "status": "ok",
    "message": "Email has been invalidated",
    "code": "success"
}

All other responses are the same as for /validateMail method above

POST /api/v2/users/set-email-validated

API call validates email addresses for users that exist.

Params:
Name Value Required Description
emails String[] yes Array of emails to validate.
Example:
curl 'http://crm.press/api/v2/users/set-email-validated \
  -H 'Content-Type: application/x-www-form-urlencoded; charset=UTF-8' \
  -H 'Accept: application/json' \
  --data '{
    "emails": ["john+doe@gmail.com", "name@example.com"]
  }'

Success response:

{
    "status": "ok",
}

POST /api/v2/users/set-email-invalidated

API call invalidates email addresses for users that exist.

Params:
Name Value Required Description
emails String[] yes Array of emails to invalidate.
Example:
curl 'http://crm.press/api/v2/users/set-email-invalidated \
  -H 'Content-Type: application/x-www-form-urlencoded; charset=UTF-8' \
  -H 'Accept: application/json' \
  --data '{
    "emails": ["john+doe@gmail.com", "name@example.com"]
  }'

Success response:

{
  "status": "ok",
}

POST /api/v1/users/google-token-sign-in

API for authentication of user using Google Sign-In with ID token, as described in https://developers.google.com/identity/sign-in/web/backend-auth. Endpoint tries to match google user to an existing user using email address. If such user does not exist, a new account is created.

Params:
Name Value Required Description
id_token String yes Google signed JWT token containing user data
create_access_token Boolean no If true, access token for user is created
device_token String no Token used for pairing mobile device to users access tokens. Can be generated by users/get-device-token. Use only with parameter create_access_token=true.
gsi_auth_code String no Google auth code used for one-time exchange for credentials. Acquired credentials contain id_token which replaces id_token sent as parameter.
is_web Boolean no Set to true if gsi_auth_code was retrieved from web surface using JS OAuth library. Defaults to false.
source String no Source of user registration - string label groupping users registered via the same source.
locale String no User locale.
Example:
curl -v –X POST http://crm.press/users/google-token-sign-in \
  -H 'Content-Type: application/x-www-form-urlencoded; charset=UTF-8' \
  -H 'Accept: application/json' \
  --data 'id_token=ID_TOKEN_CONTENT&create_access_token=true'

Success response:

{
    "status": "ok",
    "user": {
        "id": 101,
        "email": "example_user@gmail.com",
        "created_at": "2021-01-01T10:00:00+01:00", // RFC3339 date; user creation date
        "confirmed_at": "2021-01-01T10:00:00+01:00", // RFC3339 date or NULL; user confirmation date
    },
    "user_meta": {
        "key": "value" // String
    },
    "access": {
        "token": "762eec3fe9f20d87cf865cb40cf6458c" // user token
    }
}

POST /api/v1/users/apple-token-sign-in

API for authentication of user using Apple Sign-In with ID token. Endpoint tries to match google user to an existing user using email address. If such user does not exist, a new account is created.

Params:
Name Value Required Description
id_token String yes Apple signed JWT token containing user data
create_access_token Boolean no If true, access token for user is created
device_token String no Token used for pairing mobile device to users access tokens. Can be generated by users/get-device-token. Use only with parameter create_access_token=true.
locale String no User locale.
Example:
curl -v –X POST http://crm.press/users/apple-token-sign-in \
  -H 'Content-Type: application/x-www-form-urlencoded; charset=UTF-8' \
  -H 'Accept: application/json' \
  --data 'id_token=ID_TOKEN_CONTENT&create_access_token=true'

Success response:

{
    "status": "ok",
    "user": {
        "id": 101,
        "email": "example_user@gmail.com",
        "created_at": "2021-01-01T10:00:00+01:00", // RFC3339 date; user creation date
        "confirmed_at": "2021-01-01T10:00:00+01:00", // RFC3339 date or NULL; user confirmation date
    },
    "user_meta": {
        "key": "value" // String
    },
    "access": {
        "token": "762eec3fe9f20d87cf865cb40cf6458c" // user token
    }
}

Components

AddressWidget

Admin user detail address widget.

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Source code

How to use

AutologinTokens

Admin user detail tokens widget.

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Source code

How to use

MonthToDateUsersStatWidget

Admin dashboard single stat widget.

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Source code

How to use

MonthUsersSmallBarGraphWidget

Admin users header widget.

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Source code

How to use

MonthUsersStatWidget

Admin dashboard single stat widget.

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Source code

How to use

ActiveRegisteredUsersStatWidget

Admin dashboard single stat widget.

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Source code

How to use

TodayUsersStatWidget

Admin dashboard single stat widget.

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Source code

How to use

UserActionsLog

Admin user detail listing component.

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Source code

How to use

UserLoginAttempts

Admin user detail listing component.

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Source code

How to use

UserMeta

Admin user detail listing component.

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Source code

How to use

UserPasswordChanges

Admin user detail listing component.

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Source code

How to use

UserSourceAccesses

Admin user detail listing component.

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Source code

How to use

UserTokens

Admin user detail listing component.

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Source code

How to use

DetailWidget

Admin user detail meta widget.

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Source code

How to use