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CRM customer email identification #46667

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Merged
haqadn merged 3 commits into from
Jan 22, 2026
Merged

CRM customer email identification #46667

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4d99c23
Fix CRM contact identification for orders with alternate emails
cursoragent Jan 19, 2026
19c7e0d
Revise contact identification to prioritize customer account over bil…
cursoragent Jan 19, 2026
4cf9d45
Update changelog
haqadn Jan 19, 2026
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4 changes: 4 additions & 0 deletions projects/plugins/crm/changelog/fix-woosync-contact-identification-by-wp-user
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Original file line number Diff line number Diff line change
@@ -0,0 +1,4 @@
Significance: patch
Type: fixed

WooSync: Fix CRM contact identification on orders where customer used a different billing email.
84 changes: 71 additions & 13 deletions projects/plugins/crm/modules/woo-sync/includes/class-woo-sync-woo-admin-integration.php
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Original file line number Diff line number Diff line change
Expand Up @@ -113,13 +113,8 @@ public function render_orders_column_content( $column, $order_or_post_id ) {
$order = wc_get_order( $order_or_post_id );
}

$email = $order->get_billing_email();

if ( empty( $email ) ) {
return;
}

$contact_id = zeroBS_getCustomerIDWithEmail( $email );
// Use the helper method to find contact by email or WordPress user ID.
$contact_id = $this->get_contact_id_from_order( $order );

if ( $contact_id > 0 ) {
$url = jpcrm_esc_link( 'view', $contact_id, 'zerobs_customer' );
Expand Down Expand Up @@ -185,10 +180,10 @@ public function render_woo_order_page_contact_box( $order_or_post ) {
$this->render_metabox_styles();

// the customer information pane
$email = $order->get_billing_email();
$billing_email = $order->get_billing_email();

// No billing email found, so render message and return.
if ( empty( $email ) ) {
if ( empty( $billing_email ) ) {
?>
Comment on lines +183 to 187
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@chatgpt-codex-connector chatgpt-codex-connector bot Jan 19, 2026

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P2 Badge Avoid early return for logged-in orders missing billing email

The metabox now uses get_contact_id_from_order(), but it still returns early when billing_email is empty. For logged‑in customers (or admin‑created orders) where the billing email is blank, the helper could still find the CRM contact via the WP user, yet this early return prevents it and shows the “save order to a customer with a billing email” message. This means the new identification logic won’t run in that scenario, so the metabox still fails to show the existing contact; consider only showing this message when there is no WP user and no billing email, or moving the billing‑email check into the guest‑order fallback.

Useful? React with 👍 / 👎.

<div class="jpcrm-contact-metabox">
<div class="no-crm-contact">
Expand All @@ -201,11 +196,23 @@ public function render_woo_order_page_contact_box( $order_or_post ) {
return;
}

// retrieve contact id
$contact_id = zeroBS_getCustomerIDWithEmail( $email );
// Use the helper method to find contact by email or WordPress user ID.
$contact_id = $this->get_contact_id_from_order( $order );

// Can't find a contact under that email, so return.
// Can't find a contact, show "Add Contact" button.
if ( $contact_id <= 0 ) {
?>
<div class="jpcrm-contact-metabox">
<div class="no-crm-contact">
<p style="margin-top:20px;">
<?php esc_html_e( 'No CRM contact found for this order.', 'zero-bs-crm' ); ?>
</p>
<div class="panel-edit-contact">
<a class="view-contact-link button button-secondary" href="<?php echo esc_url( admin_url( 'admin.php?page=' . $zbs->modules->woosync->slugs['hub'] ) ); ?>"><?php echo esc_html__( 'Add Contact', 'zero-bs-crm' ); ?></a>
</div>
</div>
</div>
<?php
return;
}

Expand All @@ -214,6 +221,9 @@ public function render_woo_order_page_contact_box( $order_or_post ) {
$contact_name = $zbs->DAL->contacts->getContactFullNameEtc( $contact_id, $crm_contact, array( false, false ) );
$contact_transaction_count = $zbs->DAL->specific_obj_type_count_for_assignee( $contact_id, ZBS_TYPE_TRANSACTION, ZBS_TYPE_CONTACT ); // phpcs:ignore WordPress.NamingConventions.ValidVariableName.UsedPropertyNotSnakeCase

// Use contact email from CRM if available, otherwise fallback to billing email.
$display_email = ! empty( $crm_contact['email'] ) ? $crm_contact['email'] : $billing_email;

// check avatar mode
$avatar = '';
$avatar_mode = zeroBSCRM_getSetting( 'avatarmode' );
Expand All @@ -236,7 +246,7 @@ public function render_woo_order_page_contact_box( $order_or_post ) {
</div>

<div class="panel-left-info cust-email">
<i class="ui icon envelope outline"></i> <span class="panel-customer-email"><?php echo esc_html( $email ); ?></span>
<i class="ui icon envelope outline"></i> <span class="panel-customer-email"><?php echo esc_html( $display_email ); ?></span>
</div>

<div class="panel-edit-contact">
Expand All @@ -247,6 +257,54 @@ public function render_woo_order_page_contact_box( $order_or_post ) {
// phpcs:enable WordPress.NamingConventions.ValidVariableName.UsedPropertyNotSnakeCase
}

/**
* Get CRM contact ID from WooCommerce order.
*
* This method attempts to identify the CRM contact associated with a WooCommerce order.
*
* Priority order:
* 1. If order has a customer (WordPress user), use that to find CRM contact
* 2. If order is from a guest (no WordPress user), use billing email
*
* This ensures that logged-in customers are always identified by their account,
* even if they use a different billing email on the order.
*
* @param \WC_Order $order WooCommerce order object.
* @return int CRM contact ID, or 0 if not found.
*/
public function get_contact_id_from_order( $order ) {
// First, check if the order has a customer (WordPress user).
// If so, use their account to find the CRM contact.
$customer_id = $order->get_customer_id();
if ( $customer_id > 0 ) {
// Try to find CRM contact linked to this WordPress user.
$contact_id = zeroBS_getCustomerIDFromWPID( $customer_id );
if ( $contact_id > 0 ) {
return $contact_id;
}

// If no CRM contact is linked to WP user, try the WP user's email.
$wp_user = get_user_by( 'id', $customer_id );
if ( $wp_user && ! empty( $wp_user->user_email ) ) {
$contact_id = zeroBS_getCustomerIDWithEmail( $wp_user->user_email );
if ( $contact_id > 0 ) {
return $contact_id;
}
}
}

// Fallback for guest orders: use billing email.
$billing_email = $order->get_billing_email();
if ( ! empty( $billing_email ) ) {
$contact_id = zeroBS_getCustomerIDWithEmail( $billing_email );
if ( $contact_id > 0 ) {
return $contact_id;
}
}

return 0;
}

/**
* Renders metabox styles.
*
Expand Down