cal.pub0.org/packages/lib/CloseCom.ts

655 lines
20 KiB
TypeScript

import logger from "@calcom/lib/logger";
import { CalendarEvent } from "@calcom/types/Calendar";
export type CloseComLead = {
companyName?: string | null | undefined;
contactName?: string;
contactEmail?: string;
description?: string;
};
export type CloseComFieldOptions = [string, string, boolean, boolean][];
export type CloseComLeadCreateResult = {
status_id: string;
status_label: string;
display_name: string;
addresses: { [key: string]: any }[];
name: string;
contacts: { [key: string]: any }[];
[key: CloseComCustomActivityCustomField<string>]: string;
id: string;
};
export type CloseComStatus = {
id: string;
organization_id: string;
label: string;
};
export type CloseComCustomActivityTypeCreate = {
name: string;
description: string;
};
export type CloseComContactSearch = {
data: {
__object_type: "contact";
emails: {
email: string;
type: string;
}[];
id: string;
lead_id: string;
name: string;
}[];
cursor: null;
};
export type CloseComCustomActivityTypeGet = {
data: {
api_create_only: boolean;
created_by: string;
date_created: string;
date_updated: string;
description: string;
editable_with_roles: string[];
fields: CloseComCustomActivityFieldGet["data"][number][];
id: string;
name: string;
organization_id: string;
updated_by: string;
}[];
cursor: null;
};
export type CloseComCustomActivityFieldCreate = CloseComCustomContactFieldCreate & {
custom_activity_type_id: string;
};
export type CloseComCustomContactFieldGet = {
data: {
id: string;
name: string;
description: string;
type: string;
choices?: string[];
accepts_multiple_values: boolean;
editable_with_roles: string[];
date_created: string;
date_updated: string;
created_by: string;
updated_by: string;
organization_id: string;
}[];
};
export type CloseComCustomContactFieldCreate = {
name: string;
description?: string;
type: string;
required: boolean;
accepts_multiple_values: boolean;
editable_with_roles: string[];
choices?: string[];
};
export type CloseComCustomActivityFieldGet = {
data: {
id: string;
name: string;
description: string;
type: string;
choices?: string[];
accepts_multiple_values: boolean;
editable_with_roles: string[];
date_created: string;
date_updated: string;
created_by: string;
updated_by: string;
organization_id: string;
custom_activity_type_id: string;
}[];
};
export type CloseComCustomActivityCreate = {
custom_activity_type_id: string;
lead_id: string;
[key: CloseComCustomActivityCustomField<string>]: string;
};
export type typeCloseComCustomActivityGet = {
organization_id: string;
contact_id: any;
date_updated: string;
user_name: string;
created_by_name: "Bruce Wayne";
id: string;
created_by: string;
status: string;
user_id: string;
users: any[];
lead_id: string;
_type: string;
updated_by: string;
custom_activity_type_id: string;
date_created: string;
updated_by_name: string;
[key: CloseComCustomActivityCustomField<string>]: string;
};
type CloseComCustomActivityCustomField<T extends string> = `custom.${T}`;
const environmentApiKey = process.env.CLOSECOM_API_KEY || "";
/**
* This class to instance communicating to Close.com APIs requires an API Key.
*
* You can either pass to the constructor an API Key or have one defined as an
* environment variable in case the communication to Close.com is just for
* one account only, not configurable by any user at any moment.
*/
export default class CloseCom {
private apiUrl = "https://api.close.com/api/v1";
private apiKey: string | undefined = undefined;
private log: typeof logger;
constructor(providedApiKey = "") {
this.log = logger.getChildLogger({ prefix: [`[[lib] close.com`] });
if (!providedApiKey && !environmentApiKey) throw Error("Close.com Api Key not present");
this.apiKey = providedApiKey || environmentApiKey;
}
public me = async () => {
return this._get({ urlPath: "/me/" });
};
public contact = {
search: async ({ emails }: { emails: string[] }): Promise<CloseComContactSearch> => {
return this._post({
urlPath: "/data/search/",
data: closeComQueries.contact.search(emails),
});
},
create: async (data: {
person: { name: string | null; email: string };
leadId: string;
}): Promise<CloseComContactSearch["data"][number]> => {
return this._post({ urlPath: "/contact/", data: closeComQueries.contact.create(data) });
},
update: async ({
contactId,
...data
}: {
person: { name: string; email: string };
contactId: string;
leadId?: string;
}): Promise<CloseComContactSearch["data"][number]> => {
return this._put({
urlPath: `/contact/${contactId}/`,
data: closeComQueries.contact.update(data),
});
},
delete: async (contactId: string) => {
return this._delete({
urlPath: `/contact/${contactId}/`,
});
},
};
public lead = {
list: async ({
query,
}: {
query: { [key: string]: any };
}): Promise<{ data: { [key: string]: any }[] }> => {
return this._get({ urlPath: "/lead", query });
},
status: async () => {
return this._get({ urlPath: `/status/lead/` });
},
update: async (leadId: string, data: CloseComLead): Promise<CloseComLeadCreateResult> => {
return this._put({
urlPath: `/lead/${leadId}`,
data,
});
},
create: async (data: CloseComLead): Promise<CloseComLeadCreateResult> => {
return this._post({
urlPath: "/lead/",
data: closeComQueries.lead.create(data),
});
},
delete: async (leadId: string) => {
return this._delete({ urlPath: `/lead/${leadId}/` });
},
};
public customActivity = {
type: {
create: async (
data: CloseComCustomActivityTypeCreate
): Promise<CloseComCustomActivityTypeGet["data"][number]> => {
return this._post({
urlPath: "/custom_activity",
data: closeComQueries.customActivity.type.create(data),
});
},
get: async (): Promise<CloseComCustomActivityTypeGet> => {
return this._get({ urlPath: "/custom_activity" });
},
},
};
public customField = {
activity: {
create: async (
data: CloseComCustomActivityFieldCreate
): Promise<CloseComCustomActivityFieldGet["data"][number]> => {
return this._post({ urlPath: "/custom_field/activity/", data });
},
get: async ({ query }: { query: { [key: string]: any } }): Promise<CloseComCustomActivityFieldGet> => {
return this._get({ urlPath: "/custom_field/activity/", query });
},
},
contact: {
create: async (
data: CloseComCustomContactFieldCreate
): Promise<CloseComCustomContactFieldGet["data"][number]> => {
return this._post({ urlPath: "/custom_field/contact/", data });
},
get: async ({ query }: { query: { [key: string]: any } }): Promise<CloseComCustomContactFieldGet> => {
return this._get({ urlPath: "/custom_field/contact/", query });
},
},
shared: {
get: async ({ query }: { query: { [key: string]: any } }): Promise<CloseComCustomContactFieldGet> => {
return this._get({ urlPath: "/custom_field/shared/", query });
},
},
};
public activity = {
custom: {
create: async (
data: CloseComCustomActivityCreate
): Promise<CloseComCustomActivityTypeGet["data"][number]> => {
return this._post({ urlPath: "/activity/custom/", data });
},
delete: async (uuid: string) => {
return this._delete({ urlPath: `/activity/custom/${uuid}/` });
},
update: async (
uuid: string,
data: Partial<CloseComCustomActivityCreate>
): Promise<CloseComCustomActivityTypeGet["data"][number]> => {
return this._put({ urlPath: `/activity/custom/${uuid}/`, data });
},
},
};
private _get = async ({ urlPath, query }: { urlPath: string; query?: { [key: string]: any } }) => {
return await this._request({ urlPath, method: "get", query });
};
private _post = async ({ urlPath, data }: { urlPath: string; data: Record<string, unknown> }) => {
return this._request({ urlPath, method: "post", data });
};
private _put = async ({ urlPath, data }: { urlPath: string; data: Record<string, unknown> }) => {
return this._request({ urlPath, method: "put", data });
};
private _delete = async ({ urlPath }: { urlPath: string }) => {
return this._request({ urlPath, method: "delete" });
};
private _request = async ({
urlPath,
data,
method,
query,
}: {
urlPath: string;
method: string;
query?: { [key: string]: any };
data?: Record<string, unknown>;
}) => {
this.log.debug(method, urlPath, query, data);
const credentials = Buffer.from(`${this.apiKey}:`).toString("base64");
const headers = {
Authorization: `Basic ${credentials}`,
"Content-Type": "application/json",
};
const queryString = query ? `?${new URLSearchParams(query).toString()}` : "";
return await fetch(`${this.apiUrl}${urlPath}${queryString}`, {
headers,
method,
body: JSON.stringify(data),
}).then(async (response) => {
if (!response.ok) {
const message = `[Close.com app] An error has occured: ${response.status}`;
this.log.error(await response.json());
throw new Error(message);
}
return await response.json();
});
};
public async getCloseComContactIds(
persons: { email: string; name: string | null }[],
leadFromCalComId?: string
): Promise<string[]> {
// Check if persons exist or to see if any should be created
const closeComContacts = await this.contact.search({
emails: persons.map((att) => att.email),
});
// NOTE: If contact is duplicated in Close.com we will get more results
// messing around with the expected number of contacts retrieved
if (closeComContacts.data.length < persons.length && leadFromCalComId) {
// Create missing contacts
const personsEmails = persons.map((att) => att.email);
// Existing contacts based on persons emails: contacts may have more
// than one email, we just need the one used by the event.
const existingContactsEmails = closeComContacts.data.flatMap((cont) =>
cont.emails.filter((em) => personsEmails.includes(em.email)).map((ems) => ems.email)
);
const nonExistingContacts = persons.filter((person) => !existingContactsEmails.includes(person.email));
const createdContacts = await Promise.all(
nonExistingContacts.map(
async (per) =>
await this.contact.create({
person: per,
leadId: leadFromCalComId,
})
)
);
if (createdContacts.length === nonExistingContacts.length) {
// All non existent contacts where created
return Promise.resolve(
closeComContacts.data.map((cont) => cont.id).concat(createdContacts.map((cont) => cont.id))
);
} else {
return Promise.reject("Some contacts were not possible to create in Close.com");
}
} else {
return Promise.resolve(closeComContacts.data.map((cont) => cont.id));
}
}
public async getCustomActivityTypeInstanceData(
event: CalendarEvent,
customFields: CloseComFieldOptions
): Promise<CloseComCustomActivityCreate> {
// Get Cal.com generic Lead
const leadFromCalComId = await this.getCloseComLeadId();
// Get Contacts ids
const contactsIds = await this.getCloseComContactIds(event.attendees, leadFromCalComId);
// Get Custom Activity Type id
const customActivityTypeAndFieldsIds = await this.getCloseComCustomActivityTypeFieldsIds(customFields);
// Prepare values for each Custom Activity Fields
const customActivityFieldsValues = [
contactsIds.length > 1 ? contactsIds.slice(1) : null, // Attendee
event.startTime, // Date & Time
event.attendees[0].timeZone, // Time Zone
contactsIds[0], // Organizer
event.additionalNotes ?? null, // Additional Notes
];
// Preparing Custom Activity Instance data for Close.com
return Object.assign(
{},
{
custom_activity_type_id: customActivityTypeAndFieldsIds.activityType,
lead_id: leadFromCalComId,
}, // This is to add each field as `"custom.FIELD_ID": "value"` in the object
...customActivityTypeAndFieldsIds.fields.map((fieldId: string, index: number) => {
return {
[`custom.${fieldId}`]: customActivityFieldsValues[index],
};
})
);
}
public async getCustomFieldsIds(
entity: keyof CloseCom["customField"],
customFields: CloseComFieldOptions,
custom_activity_type_id?: string
): Promise<string[]> {
// Get Custom Activity Fields
const allFields: CloseComCustomActivityFieldGet | CloseComCustomContactFieldGet = await this.customField[
entity
].get({
query: { _fields: ["name", "id"].concat(entity === "activity" ? ["custom_activity_type_id"] : []) },
});
let relevantFields: { [key: string]: any }[];
if (entity === "activity") {
relevantFields = (allFields as CloseComCustomActivityFieldGet).data.filter(
(fie) => fie.custom_activity_type_id === custom_activity_type_id
);
} else {
relevantFields = allFields.data as CloseComCustomActivityFieldGet["data"];
}
const customFieldsNames = relevantFields.map((fie) => fie.name);
const customFieldsExist = customFields.map((cusFie) => customFieldsNames.includes(cusFie[0]));
return await Promise.all(
customFieldsExist.map(async (exist, idx) => {
if (!exist && entity !== "shared") {
const [name, type, required, multiple] = customFields[idx];
let created: { [key: string]: any };
if (entity === "activity" && custom_activity_type_id) {
created = await this.customField[entity].create({
name,
type,
required,
accepts_multiple_values: multiple,
editable_with_roles: [],
custom_activity_type_id,
});
return created.id;
} else {
if (entity === "contact") {
created = await this.customField[entity].create({
name,
type,
required,
accepts_multiple_values: multiple,
editable_with_roles: [],
});
return created.id;
}
}
} else {
const index = customFieldsNames.findIndex((val) => val === customFields[idx][0]);
if (index >= 0) {
return relevantFields[index].id;
} else {
throw Error("Couldn't find the field index");
}
}
})
);
}
public async getCloseComCustomActivityTypeFieldsIds(customFields: CloseComFieldOptions) {
// Check if Custom Activity Type exists
const customActivities = await this.customActivity.type.get();
const calComCustomActivity = customActivities.data.filter((act) => act.name === "Cal.com Activity");
if (calComCustomActivity.length > 0) {
// Cal.com Custom Activity type exist
// Get Custom Activity Type fields ids
const fields = await this.getCustomFieldsIds("activity", customFields, calComCustomActivity[0].id);
return {
activityType: calComCustomActivity[0].id,
fields,
};
} else {
// Cal.com Custom Activity type doesn't exist
// Create Custom Activity Type
const { id: activityType } = await this.customActivity.type.create({
name: "Cal.com Activity",
description: "Bookings in your Cal.com account",
});
// Create Custom Activity Fields
const fields = await Promise.all(
customFields.map(async ([name, type, required, multiple]) => {
const creation = await this.customField.activity.create({
custom_activity_type_id: activityType,
name,
type,
required,
accepts_multiple_values: multiple,
editable_with_roles: [],
});
return creation.id;
})
);
return {
activityType,
fields,
};
}
}
public async getCloseComLeadId(
leadInfo: CloseComLead = {
companyName: "From Cal.com",
description: "Generic Lead for Contacts created by Cal.com",
}
): Promise<string> {
debugger;
const closeComLeadNames = await this.lead.list({ query: { _fields: ["name", "id"] } });
const searchLeadFromCalCom = closeComLeadNames.data.filter((lead) => lead.name === leadInfo.companyName);
if (searchLeadFromCalCom.length === 0) {
// No Lead exists, create it
const createdLeadFromCalCom = await this.lead.create(leadInfo);
return createdLeadFromCalCom.id;
} else {
return searchLeadFromCalCom[0].id;
}
}
}
export const closeComQueries = {
contact: {
search(contactEmails: string[]) {
return {
limit: null,
_fields: {
contact: ["id", "name", "emails"],
},
query: {
negate: false,
queries: [
{
negate: false,
object_type: "contact",
type: "object_type",
},
{
negate: false,
queries: [
{
negate: false,
related_object_type: "contact_email",
related_query: {
negate: false,
queries: contactEmails.map((contactEmail) => ({
condition: {
mode: "full_words",
type: "text",
value: contactEmail,
},
field: {
field_name: "email",
object_type: "contact_email",
type: "regular_field",
},
negate: false,
type: "field_condition",
})),
type: "or",
},
this_object_type: "contact",
type: "has_related",
},
],
type: "and",
},
],
type: "and",
},
results_limit: null,
sort: [],
};
},
create(data: { person: { name: string | null; email: string }; leadId: string }) {
return {
lead_id: data.leadId,
name: data.person.name ?? data.person.email,
emails: [{ email: data.person.email, type: "office" }],
};
},
update({ person, leadId, ...rest }: { person: { name: string; email: string }; leadId?: string }) {
return {
...(leadId && { lead_id: leadId }),
name: person.name ?? person.email,
emails: [{ email: person.email, type: "office" }],
...rest,
};
},
},
lead: {
create({ companyName, contactEmail, contactName, description }: CloseComLead) {
return {
name: companyName,
...(description ? { description } : {}),
...(contactEmail && contactName
? {
contacts: [
{
name: contactName,
email: contactEmail,
emails: [
{
type: "office",
email: contactEmail,
},
],
},
],
}
: {}),
};
},
},
customActivity: {
type: {
create({ name, description }: CloseComCustomActivityTypeCreate) {
return {
name: name,
description: description,
api_create_only: false,
editable_with_roles: ["admin"],
};
},
},
},
customField: {
activity: {
create({
custom_activity_type_id,
name,
type,
required,
accepts_multiple_values,
}: CloseComCustomActivityFieldCreate) {
return {
custom_activity_type_id,
name,
type,
required,
accepts_multiple_values,
editable_with_roles: [],
};
},
},
},
};