* incompleteBooking only search for leads if contact is not found
* Fix logic
* Abstract to functions
---------
Co-authored-by: Udit Takkar <53316345+Udit-takkar@users.noreply.github.com>
* perf: Avoid leading wildcard for Salesforce
* use limit of 1 since we need 1 record
* use LOWER to check exact website match
* Revert the usage of LOWER since we need wider searches
* Add limits to queries
* Update packages/app-store/salesforce/lib/CrmService.ts
* Remove unneeded LIMIT statements
* Update packages/app-store/salesforce/lib/CrmService.ts
* Apply suggestions from code review
* Update packages/app-store/salesforce/lib/CrmService.ts
---------
Co-authored-by: Joe Au-Yeung <j.auyeung419@gmail.com>
* Allow user to select custom field type
* Get field value and write to field - ignoring field type
* Only validate field length if present
---------
Co-authored-by: Peer Richelsen <peeroke@gmail.com>
* Add booking incomplete actions table
* Add incomplete booking page tab
* Add `getincompleteBookingSettings` trpc endpoints
* Add incomplete booking page
* Abstract enabled apps array
* Handle no enabled credentials and no actions
* Add enabled field to incomplete booking action db record
* Add new write record entries
* UI add separation between switch and inputs
* Fix typo
* clean up
* Add saveIncompleteBookingSettings endpoint
* Save incomplete booking settings
* Fix language around when to write to field
* Add `credentialId` to action record
* Choose which credential to assign to action
* Save credential to action
* Revert "Save credential to action"
This reverts commit ba6a1c808baed54f6d3d4c6155cf192c813d0696.
* Revert "Choose which credential to assign to action"
This reverts commit 968f6e5295d098c64abe95268afd1fa139a175ba.
* Revert "Add `credentialId` to action record"
This reverts commit 579f9ff4167b65aa987659e4e8f8c26f9e773317.
* Add credentialId to action record - rewrite migration file
* Revert "Add credentialId to action record - rewrite migration file"
This reverts commit 2843a92c61820e7f7a1614a557d3f7ea96342107.
* Revert "Add booking incomplete actions table"
This reverts commit 7ec75bef4a0f0a9d07be0142da64c49d739439ea.
* Revert "Add enabled field to incomplete booking action db record"
This reverts commit d279a1da05819eafa8fc5d664e3be733e0687e8d.
* Write migration in single commit
* Rename table
* Rename table - remove underscores
* Remove credential relationship
* Type fix - changing table name
* Fix table name
* Change writeToRecordObject to object
* Salesforce add incomplete booking, write to record
* Add incomplete booking actions to `triggerFormSubmittedNoEventWebhooks`
* Remove console.log
* Type fixes
* Type fixes
* Iterate if incompleteBookingActions
* Choose which credential to assign to action
* Save credential to action
* Fix getServerSideProp changes
* Type fix
* Type fix
* Type fix
* Type fix
---------
Co-authored-by: Alex van Andel <me@alexvanandel.com>
* Add email domain array
* Create numbered email domain object
* Check email domain
* Rename function
* Add tests
* Frontend enable skip ownership check if free email domain
* Backend ignore adding ownership to return records if free email domain check is enabled
* feat: Only require confirmation for free email domains (#17917)
* Add requiresConfirmationForFreeEmail to db
* Add option to event type settings
* Get requiresConfirmationForFreeEmail for event type page
* Include requiresConfirmationForFreeEmail in fetching event type
* Pass bookerEmail to `getRequiresConfirmationFlags`
* Add free email domain check to `determineRequiresConfirmation`
* Add `requiresConfirmationForFreeEmail` to types
* Add severity to Watchlist table
* Add migration for watchlist severity
* Add `getEmailDomainInWatchlist` method to watchlist repository
* Use watchlist repository to check for free email domain
* Mock watchlist repository in test
* Update test
* Rename method
* Add severity to blocked list
* Move check free email domain to async
* Type checks
* Adjust for promise returned
* Fix tests
* Fix
* Fix tests
* Catch undefined app option properties
* Add `getCompanyNameFromBookingResponse` method
* Pass bookingResponse when Lead is being created
* Pass bookingResponse from CRMManager
* Handle empty company response
* Return the company value
* move types to types file
* Create salesforce routing form components
* Save salesforce data to routing form
* Fixes
* Add event type service
* Change commenting
* Pass data from routing form to CRM
* Init Salesforce routing form booking form handler
* Salesforce find user associated with lookup field
* Add looking up the contact owner
* If salesforce is disabled then don't change the Salesforce option
* Small refactor
* Refactor getting event type app metadata
* Refactor eventType service
* Type fix
* Clean up
* Add translations
Co-authored-by: Alex van Andel <emrysal@users.noreply.github.com>
---------
Co-authored-by: Alex van Andel <emrysal@users.noreply.github.com>
* Create data type
* Start FE component
* Rename and add new enums
* Add new schema for write on record options
* Add options on the frontend
* Backend write to custom fields
* refactor: Salesforce - on booking write to fields on person record (#17481)
* Add translations
* fix: type err
---------
Co-authored-by: Udit Takkar <53316345+Udit-takkar@users.noreply.github.com>
Co-authored-by: Udit Takkar <udit222001@gmail.com>
* fix: salesforce event creation duplicate error
* chore: message
* If contact was created, don't create a new lead
* Add boolean for no accountId
* Remove debug artifact
---------
Co-authored-by: Udit Takkar <udit222001@gmail.com>
Co-authored-by: Alex van Andel <me@alexvanandel.com>
Co-authored-by: Bailey Pumfleet <bailey@pumfleet.co.uk>
* Refactor get SF user and create event
* Add new Salesforce options
* Pass app options to CrmService
* Add record enum
* Add creating new lead and contact under an account
* Handle if the contact already exists but not connected to account
* Create a lead if an account doesn't exist
* Merge fix
* Refactor - add generateCreateRecordBody
* Type fix
* Clean up
* Add getAppOptions to other CRM services
* Type fixes
* Fix typo
* feat: Salesforce round robin skip - choose which entity to search on (#17038)
* Add option to search which entity for the owner
* Add logic to search entity for skipping RR assignment
* Type fixes
* Disable license
* Skip license check in component
* Revert license changes
---------
Co-authored-by: Udit Takkar <53316345+Udit-takkar@users.noreply.github.com>
* fix timezone display on booking page to reflect event availability timezone
* migrate fetching event owner's schedule to server side
* migrate fetching event owner's schedule to server side
* fix e2e test errors
* Add WEBAPP_URL_FOR_OAUTH to salesforce auth
* In event manager constructor include "_crm" credentials as calendar creds
* Change crm apps to type to end with `_crm`
* Move sendgrid out of CRM
* Add zoho bigin to CRM apps
* When getting apps, use slug
* Add `crm` variants
* Hubspot Oauth use `WEBAPP_URL_FOR_OAUTH`
* Refactor creating credentials
* Fix empty CRM page
* Use credentials with `_crm`
* Abstract getAppCategoryTitle
* Add integration.handler changes
* Init crmManager
* Change salesforce to CrmService
* Create crmManager
* Create contact on new event
* Create event
* Create new CRM reference
* - Fix create new contact for salesforce
- Add reschedule to crmManager
* Create deleteAllCRMEvents
* When searching for credential, look for current credentials in class
* On cancel, delete 3rd party events
* Add delete method
* Type fix
* Type fix
* Convert Close.com to CrmService
* Convert Close.com to CrmService
* Move hubspot to CrmService
* Convert Pipedrive to CrmService
* Rename classes to CrmService
* Move ZohoCrm to CrmService
* Move Bigin to CrmService
* Type return for CrmServices
* Fix type errors
* Close.com create leads and contacts
* Fix tests
* Type fix
* Zoho bug fixes
* Clean up
* Type fixes
* Remove apiDeletes
* Type fixes
* Specific typing
* Type fix
* Type fix
* Type fix
* Type fix
* Type fix
* feat: Enable CRM apps on a per event type basis (#14450)
* Add Salesforce to be an event type app
* Handle new booking, only get enabled CRM credentials
* Abstract generating search params
* Add close.com to event type
* Clean up
* Move hubspot to event type
* Add pipedrive to event type
* Add zoho bigin to event type
* Add zoho crm to event type
* Remove console.log
* Add deleting CRM apps from event type
* Delete event type apps
* Fix deleting credentials
* Add CRM app data to event type metadata
* Backwards compatibility: add CRM credential if doesn't exist on event type
* Don't include user CRM credentials for backwards comp
* Backwards compatibility show CRM app is enabled and dirty field
* Clean up
* Type fixes
* Type fixes
* Type fix
* Type fix
* Remove console.log
* Test fix
* Upgrade embed-react vite version - dev
* Change build can't find error message
* Add back omni install prop
* Clean up
* Refactor `writeAppDataToEventType`
* Use eventType repository in writeAppDataToEventType
* Clean up old comments
* Add error logging
* createCRMEvents pass event uid as created event uid
* Use `getUid`
* Clean up props in create crm event
* Small changes to `crmManager`
* Fix zoho CRM
* refactor crmManager
* Undo vite config change
* Fix teamId query
* Fix bigin error
* Remove need for `writeAppDataToEventType`
* Add `getAllCredentials` test
* Add crmManager tests
* Type fixes
* Fix type errors
* Fix getAllCredentials test
* Fix tests
* Skip CRM manager tests for now
* feat: Skip RR Assignment if Contact Exists In Salesforce (#14556)
Co-authored-by: CarinaWolli <wollencarina@gmail.com>
* Update yarn.lock
* @zomars feedback - use new URL for state params
* fix: update hook to not produce enabled === undefined
* fix: update app card interfaces to use the new enabled from useIsAppEnabled
* fix: feedback for crm RR skip (#15160)
* code clean up
* fix type any
* test setup for RR lead skip
* code clean up
* simplify code
* type error
* finshed first test for RR lead skip
* add seconds test
* add test for handleNewBooking
* test if teamMember is set
* fix missing enabled key
* fix tests
* fix type error
* use setSystemTime instead of getDate
* remove nested if
---------
Co-authored-by: CarinaWolli <wollencarina@gmail.com>
* fix type error
* fix: remove app metadata from all eventTypes on deleting the app
* fix: update hook to not produce enabled === undefined (default to false)
---------
Co-authored-by: Shaik-Sirajuddin <sirajuddinshaik30gmail.com>
Co-authored-by: Shaik-Sirajuddin <sirajudddinshaik30@gmail.com>
Co-authored-by: Shaik-Sirajuddin <89742297+Shaik-Sirajuddin@users.noreply.github.com>
Co-authored-by: sean-brydon <55134778+sean-brydon@users.noreply.github.com>
Co-authored-by: Omar López <zomars@me.com>
Co-authored-by: CarinaWolli <wollencarina@gmail.com>
Co-authored-by: sean-brydon <sean@cal.com>
Co-authored-by: Carina Wollendorfer <30310907+CarinaWolli@users.noreply.github.com>
Co-authored-by: Somay Chauhan <somaychauhan98@gmail.com>
