Files
calendar/packages/app-store/closecom/lib/CrmService.ts
T
+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

181 lines
6.1 KiB
TypeScript

import z from "zod";
import type { CloseComFieldOptions } from "@calcom/lib/CloseCom";
import CloseCom from "@calcom/lib/CloseCom";
import { getCustomActivityTypeInstanceData } from "@calcom/lib/CloseComeUtils";
import { symmetricDecrypt } from "@calcom/lib/crypto";
import logger from "@calcom/lib/logger";
import type { CalendarEvent } from "@calcom/types/Calendar";
import type { CredentialPayload } from "@calcom/types/Credential";
import type { CRM, ContactCreateInput, CrmEvent, Contact } from "@calcom/types/CrmService";
const apiKeySchema = z.object({
encrypted: z.string(),
});
const CALENDSO_ENCRYPTION_KEY = process.env.CALENDSO_ENCRYPTION_KEY || "";
// Cal.com Custom Activity Fields
const calComCustomActivityFields: CloseComFieldOptions = [
// Field name, field type, required?, multiple values?
["Attendees", "contact", false, true],
["Date & Time", "datetime", true, false],
["Time zone", "text", true, false],
["Organizer", "contact", true, false],
["Additional notes", "text", false, false],
];
/**
* Authentication
* Close.com requires Basic Auth for any request to their APIs, which is far from
* ideal considering that such a strategy requires generating an API Key by the
* user and input it in our system. A Setup page was created when trying to install
* Close.com App in order to instruct how to create such resource and to obtain it.
*
* Meeting creation
* Close.com does not expose a "Meeting" API, it may be available in the future.
*
* Per Close.com documentation (https://developer.close.com/resources/custom-activities):
* "To work with Custom Activities, you will need to create a Custom Activity Type and
* likely add one or more Activity Custom Fields to that type. Once the Custom Activity
* Type is defined, you can create Custom Activity instances of that type as you would
* any other activity."
*
* Contact creation
* Every contact in Close.com need to belong to a Lead. When creating a contact in
* Close.com as part of this integration, a new generic Lead will be created in order
* to assign every contact created by this process, and it is named "From Cal.com"
*/
export default class CloseComCRMService implements CRM {
private integrationName = "";
private closeCom: CloseCom;
private log: typeof logger;
constructor(credential: CredentialPayload) {
this.integrationName = "closecom_other_calendar";
this.log = logger.getSubLogger({ prefix: [`[[lib] ${this.integrationName}`] });
const parsedCredentialKey = apiKeySchema.safeParse(credential.key);
let decrypted;
if (parsedCredentialKey.success) {
decrypted = symmetricDecrypt(parsedCredentialKey.data.encrypted, CALENDSO_ENCRYPTION_KEY);
const { api_key } = JSON.parse(decrypted);
this.closeCom = new CloseCom(api_key);
} else {
throw Error(
`No API Key found for userId ${credential.userId} and appId ${credential.appId}: ${parsedCredentialKey.error}`
);
}
}
closeComUpdateCustomActivity = async (uid: string, event: CalendarEvent) => {
const customActivityTypeInstanceData = await getCustomActivityTypeInstanceData(
event,
calComCustomActivityFields,
this.closeCom
);
// Create Custom Activity type instance
const customActivityTypeInstance = await this.closeCom.activity.custom.create(
customActivityTypeInstanceData
);
return this.closeCom.activity.custom.update(uid, customActivityTypeInstance);
};
closeComDeleteCustomActivity = async (uid: string) => {
return this.closeCom.activity.custom.delete(uid);
};
async createEvent(event: CalendarEvent): Promise<CrmEvent> {
const customActivityTypeInstanceData = await getCustomActivityTypeInstanceData(
event,
calComCustomActivityFields,
this.closeCom
);
// Create Custom Activity type instance
const customActivityTypeInstance = await this.closeCom.activity.custom.create(
customActivityTypeInstanceData
);
return Promise.resolve({
uid: customActivityTypeInstance.id,
id: customActivityTypeInstance.id,
type: this.integrationName,
password: "",
url: "",
additionalInfo: {
customActivityTypeInstanceData,
},
success: true,
});
}
// eslint-disable-next-line @typescript-eslint/no-explicit-any
async updateEvent(uid: string, event: CalendarEvent): Promise<CrmEvent> {
const updatedEvent = await this.closeComUpdateCustomActivity(uid, event);
return {
id: updatedEvent.id,
};
}
async deleteEvent(uid: string): Promise<void> {
await this.closeComDeleteCustomActivity(uid);
}
async getContacts(emails: string | string[]): Promise<Contact[]> {
const contactsQuery = await this.closeCom.contact.search({
emails: Array.isArray(emails) ? emails : [emails],
});
return contactsQuery.data.map((contact) => {
return {
id: contact.id,
email: contact.emails[0].email,
name: contact.name,
};
});
}
async createContacts(contactsToCreate: ContactCreateInput[]): Promise<Contact[]> {
// In Close.com contacts need to be attached to a lead
// Assume all attendees in an event belong under a lead
const contacts = [];
// Create main lead
const lead = await this.closeCom.lead.create({
contactName: contactsToCreate[0].name,
contactEmail: contactsToCreate[0].email,
});
contacts.push({
id: lead.contacts[0].id,
email: lead.contacts[0].emails[0].email,
});
// Check if we need to crate more contacts under the lead
if (contactsToCreate.length > 1) {
const createContactPromise = [];
for (const contact of contactsToCreate) {
createContactPromise.push(
this.closeCom.contact.create({
leadId: lead.id,
person: {
email: contact.email,
name: contact.name,
},
})
);
const createdContacts = await Promise.all(createContactPromise);
for (const createdContact of createdContacts) {
contacts.push({
id: createdContact.id,
email: createdContact.emails[0].email,
});
}
}
}
return contacts;
}
}