Commit Graph
11 Commits
Author SHA1 Message Date
+9 6561b92f40 perf: Move CRM event creation to tasker (#18370)
* Upgrade jsforce to 3.6.2

* Refactor connecting to Salesforce

* Revert yarn.lock changes

* Add `TASKER_ENABLE_CRM_EVENT_CREATION` to .env

* Add createCRMEvent scheduler

* Schedule CRM event creating in `EventManager`

* Add calendar event builder for CRM tasks

* Do not write to person record if fields don't exist

* Change type to expect string from tasker

* Create CRM event

* Create booking references

* Type fixes

* Migrate callback endpoint

* Add jsforce node dependency

* Migrate add endpoint

* Import

* Import package into crmService

* Use new package types

* Type fix

* Update vite config

* Push updated lockfile

* Attempt to bump platform/libraries to unlock jsforce

* Also update lockfile, naturally

* bump platform libraries

* feat: salesforce to tasker improvements (#18419)

* feat: salesforce to tasker

* refactor: event manager

* tests: add unit tests for create CRM Event

* Update vite.config

* Add jsforce to vite config

* Revert mint.json changes

* Default to not enabling

* Revert yarn.lock changes

* Remove `TASKER_ENABLE_CRM_EVENT_CREATION` variable

* Revert yarn.lock changes

* feat: Round Robin weights future members toggle (#17782)

Co-authored-by: Omar López <zomars@me.com>

* detailed customer card (#18511)

Co-authored-by: Omar López <zomars@me.com>

* chore: app router - all sub-pages in `/apps` (#16976)

* chore: apps/[slug] remove pages router

* remove apps/[slug] pages from /future

* chore: apps/installed remove pages router

* chore: apps/installation remove pages router

* remove Head element

* fix metadata

* fix test

* fix another test

* chore: apps/categories remove pages router

* revert unneeded changes

* update middleware

* Remove <Head>

* remove unused import and code

* remove unused import and code again

* fix

* fix category page

* add split icon

* add /routing paths to middleware matcher

* wip

* remove HeadSeo from App.tsx

* clean up head-seo test

* add generateAppMetadata

* use generateAppMetadata in apps/[slug] page

* delete file

* remove log

* fix

* fix

* fix apps/installed pages

* fix cateogires pages

* fix

* fix imports

* wip

* fix

* fix

* fix metadata

* fix

* redirect /apps/routing-forms to /routing

* replace all usages of /apps/routing-forms to /routing

* better naming

* /routing -> /routing/forms

* fix

* fix

* fix

* fix

* remove backPath as it is irrelevant when withoutMain is true

* fix type checks

* fix type check in apps/[slug]

* refactors

* fix

* fix test

* fix

* fix

* fix

* Replace multiple leading slashes with a single slash

* migrate routing-forms too

* add re routing

* fix

* add redirection

---------

Co-authored-by: Peer Richelsen <peeroke@gmail.com>
Co-authored-by: Anik Dhabal Babu <81948346+anikdhabal@users.noreply.github.com>

* chore: app router 404 page (#18597)

* wip

* wip

* fix not found page

* render middleware for /settings pages

* fix

* remove global-error page

* add metadata to not-found page

* make not-found page static

* remove 404

* adding not-found to middleware is not necessary

* add every routes to config.matcher

* fix test

* fix style

* use i18n string

* fix tests

* fix

* fix

* revert unneeded changes

* fix

* fix

* fix

* fix style

* fix

* remove 404

* remove log

* fix

* fix

* fix

* fix

* better naming

* parallel testing

---------

Co-authored-by: Benny Joo <sldisek783@gmail.com>

* feat: render custom error page for unexpected sever error + remove` pages/_error` (#18606)

* remove page/_error

* refactor app/error

* fix: app/not-found cannot be a static page (#18610)

* Async False (#18611)

* chore: redirect to /500 if pathname does not exist + better error handling (#18615)

* fix lint error

* fix booking page and better error handling

* chore: gracefully handle 404s from pages router's dynamic pages + tests (#18618)

* restore pages/_error

* set custom header in pages/_error

* handle it in middleware

* add test

* remove logs

* better test description

* chore: try using custom 404 in pages/_error (#18622)

* fix: parsing teamId (#18623)

* chore: restore error pages for pages router (#18625)

* disable emails to all guests (#18628)

Co-authored-by: CarinaWolli <wollencarina@gmail.com>

* revert: "feat: bulk shorten links with dub.links.createMany (#18539)" (#18587)

This reverts commit 4902c6a0f8.

Co-authored-by: Alex van Andel <me@alexvanandel.com>

* chore: release v4.8.18

* fix: disable sending sms when email is present (#18632)

* fix: disable sending sms when email is present

* fix: update test

* fix: main lint errors (#18634)

* fix: error-page.tsx related lint errors

* fix: lint no continue-on-error

* Adding more lint fixes

* Bring back annotate code linting results

* Bring back linting continue-on-error

* Slimline lint

* feat: do not show automation webhooks in webhook list (#18607)

* fix: make ESLint work and fix lint errors that were undetected before (#18639)

* fix eslint config

* fix

* add it to dev dep

* fix

* sync eslint version

* force ts-node to compile our ESLint plugin's TS files into CommonJS (which ESLint requires)

* fix some lint errors

* fix lint errors

* remove duplicate classname

* make @typescript-eslint/ban-types a warn for packages/trpc files

* fix lint errors in trpc

* fix lint errors in trpc - 2

* fix

* fix

* fix lint warnings

* chore: clean up config.matcher in middleware (#18638)

Co-authored-by: Alex van Andel <me@alexvanandel.com>

* Allow lint to error but continue (unblock pipeline)

* fix: potential fix for flaky layout shift (#18651)

* potential fix: layout shift

* fix lint error

* feat: update translations via @replexica (#18598)

* chore: sync with main

* feat: update translations via @replexica

---------

Co-authored-by: Replexica <support@replexica.com>

* Update yarn.lock

* nit: let tasker handle payload stringification

---------

Co-authored-by: Udit Takkar <53316345+Udit-takkar@users.noreply.github.com>
Co-authored-by: Alex van Andel <me@alexvanandel.com>
Co-authored-by: Morgan <33722304+ThyMinimalDev@users.noreply.github.com>
Co-authored-by: Morgan Vernay <morgan@cal.com>
Co-authored-by: Omar López <zomars@me.com>
Co-authored-by: sean-brydon <55134778+sean-brydon@users.noreply.github.com>
Co-authored-by: Nizzy <140507264+nizzyabi@users.noreply.github.com>
Co-authored-by: Benny Joo <sldisek783@gmail.com>
Co-authored-by: Peer Richelsen <peeroke@gmail.com>
Co-authored-by: Anik Dhabal Babu <81948346+anikdhabal@users.noreply.github.com>
Co-authored-by: Carina Wollendorfer <30310907+CarinaWolli@users.noreply.github.com>
Co-authored-by: CarinaWolli <wollencarina@gmail.com>
Co-authored-by: Keith Williams <keithwillcode@gmail.com>
Co-authored-by: GitHub Actions <github-actions@github.com>
Co-authored-by: Kartik Saini <41051387+kart1ka@users.noreply.github.com>
Co-authored-by: Calcom Bot <109866826+calcom-bot@users.noreply.github.com>
Co-authored-by: Replexica <support@replexica.com>
2025-01-16 22:07:30 -05:00
Omar LópezandGitHub 7ac7a14beb refactor: improved observability for Salesforce (#18125)
* refactor: better observability for Salesforce

* Update crmManager.ts

* Update CrmService.d.ts
2024-12-11 22:57:43 +00:00
Joe Au-YeungandGitHub bd83b36b75 feat: Salesforce - add option to ignore guests (#17956)
* Enable option to ignore guests

* Ignore guests in CRM Manager
2024-12-03 11:19:57 +00:00
Joe Au-YeungandGitHub f81716fbb2 feat: Salesforce - pass company booking response to the Lead field (#17860)
* 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
2024-11-26 19:14:44 +00:00
Anik Dhabal BabuandGitHub 7f2db48c72 fix: meeting not created on hubspot for contacts (#17661) 2024-11-15 13:18:17 +00:00
Joe Au-YeungandGitHub 06f83e6d0d feat: Send Attendee No Show Data To Salesforce (#17423) 2024-10-31 16:39:58 +00:00
b1d9e2b84c feat: Salesforce choose how to save attendees & other options (#17009)
* 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>
2024-10-12 10:02:27 +00:00
3aa6878c27 fix: Set teamMemberEmail server side for CRM RR Skip (#16367)
Co-authored-by: Keith Williams <keithwillcode@gmail.com>
Co-authored-by: zomars <zomars@me.com>
2024-08-29 14:16:48 -07:00
218f6d6eaf feat: Salesforce - Disable creating new contacts (#15780)
Co-authored-by: zomars <zomars@me.com>
2024-07-18 10:50:42 +00:00
Joe Au-YeungandGitHub ac3fb0a1cd fix: Typo in deleteCredential handler (#15281)
* Fix typo

* Added optional chaining
2024-05-31 16:57:20 +00:00
+1 625a7ec180 refactor: Introduce crmManager (#14272)
* 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>
2024-05-31 13:54:52 +00:00