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author | Xianny <8582774+xianny@users.noreply.github.com> | 2019-01-09 05:50:51 +0800 |
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committer | GitHub <noreply@github.com> | 2019-01-09 05:50:51 +0800 |
commit | 27fc640a9eae70813e9f02cda2c27a4509a04591 (patch) | |
tree | 487721d8f59a978e23bb0e5d35b573eae7ec6b0a /packages/pipeline/src/parsers/copper | |
parent | 4689f20b86333d74fa0ccd45b23c560a0a0361b5 (diff) | |
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fetch and save copper (#1472)
Fetch and save Copper CRM
Diffstat (limited to 'packages/pipeline/src/parsers/copper')
-rw-r--r-- | packages/pipeline/src/parsers/copper/index.ts | 259 |
1 files changed, 259 insertions, 0 deletions
diff --git a/packages/pipeline/src/parsers/copper/index.ts b/packages/pipeline/src/parsers/copper/index.ts new file mode 100644 index 000000000..6c0c5abd5 --- /dev/null +++ b/packages/pipeline/src/parsers/copper/index.ts @@ -0,0 +1,259 @@ +import * as R from 'ramda'; + +import { CopperActivity, CopperActivityType, CopperCustomField, CopperLead, CopperOpportunity } from '../../entities'; + +const ONE_SECOND = 1000; +export type CopperSearchResponse = CopperLeadResponse | CopperActivityResponse | CopperOpportunityResponse; +export interface CopperLeadResponse { + id: number; + name?: string; + first_name?: string; + last_name?: string; + middle_name?: string; + assignee_id?: number; + company_name?: string; + customer_source_id?: number; + monetary_value?: number; + status: string; + status_id: number; + title?: string; + date_created: number; // in seconds + date_modified: number; // in seconds +} + +export interface CopperActivityResponse { + id: number; + parent: CopperActivityParentResponse; + type: CopperActivityTypeResponse; + user_id: number; + activity_date: number; + old_value: CopperActivityValueResponse; + new_value: CopperActivityValueResponse; + date_created: number; // in seconds + date_modified: number; // in seconds +} + +export interface CopperActivityValueResponse { + id: number; + name: string; +} +export interface CopperActivityParentResponse { + id: number; + type: string; +} + +// custom activity types +export enum CopperActivityTypeCategory { + user = 'user', + system = 'system', +} +export interface CopperActivityTypeResponse { + id: number; + category: CopperActivityTypeCategory; + name: string; + is_disabled?: boolean; + count_as_interaction?: boolean; +} + +export interface CopperOpportunityResponse { + id: number; + name: string; + assignee_id?: number; + close_date?: string; + company_id?: number; + company_name?: string; + customer_source_id?: number; + loss_reason_id?: number; + pipeline_id: number; + pipeline_stage_id: number; + primary_contact_id?: number; + priority?: string; + status: string; + tags: string[]; + interaction_count: number; + monetary_value?: number; + win_probability?: number; + date_created: number; // in seconds + date_modified: number; // in seconds + custom_fields: CopperNestedCustomFieldResponse[]; +} +interface CopperNestedCustomFieldResponse { + custom_field_definition_id: number; + value: number | number[] | null; +} +// custom fields +export enum CopperCustomFieldType { + String = 'String', + Text = 'Text', + Dropdown = 'Dropdown', + MultiSelect = 'MultiSelect', // not in API documentation but shows up in results + Date = 'Date', + Checkbox = 'Checkbox', + Float = 'Float', + URL = 'URL', + Percentage = 'Percentage', + Currency = 'Currency', + Connect = 'Connect', +} +export interface CopperCustomFieldOptionResponse { + id: number; + name: string; +} +export interface CopperCustomFieldResponse { + id: number; + name: string; + data_type: CopperCustomFieldType; + options?: CopperCustomFieldOptionResponse[]; +} +/** + * Parse response from Copper API /search/leads/ + * + * @param leads - The array of leads returned from the API + * @returns Returns an array of Copper Lead entities + */ +export function parseLeads(leads: CopperLeadResponse[]): CopperLead[] { + return leads.map(lead => { + const entity = new CopperLead(); + entity.id = lead.id; + entity.name = lead.name || undefined; + entity.firstName = lead.first_name || undefined; + entity.lastName = lead.last_name || undefined; + entity.middleName = lead.middle_name || undefined; + entity.assigneeId = lead.assignee_id || undefined; + entity.companyName = lead.company_name || undefined; + entity.customerSourceId = lead.customer_source_id || undefined; + entity.monetaryValue = lead.monetary_value || undefined; + entity.status = lead.status; + entity.statusId = lead.status_id; + entity.title = lead.title || undefined; + entity.dateCreated = lead.date_created * ONE_SECOND; + entity.dateModified = lead.date_modified * ONE_SECOND; + return entity; + }); +} + +/** + * Parse response from Copper API /search/activities/ + * + * @param activities - The array of activities returned from the API + * @returns Returns an array of Copper Activity entities + */ +export function parseActivities(activities: CopperActivityResponse[]): CopperActivity[] { + return activities.map(activity => { + const entity = new CopperActivity(); + entity.id = activity.id; + + entity.parentId = activity.parent.id; + entity.parentType = activity.parent.type; + + entity.typeId = activity.type.id; + entity.typeCategory = activity.type.category.toString(); + entity.typeName = activity.type.name; + + entity.userId = activity.user_id; + entity.dateCreated = activity.date_created * ONE_SECOND; + entity.dateModified = activity.date_modified * ONE_SECOND; + + // nested nullable fields + entity.oldValueId = R.path(['old_value', 'id'], activity); + entity.oldValueName = R.path(['old_value', 'name'], activity); + entity.newValueId = R.path(['new_value', 'id'], activity); + entity.newValueName = R.path(['new_value', 'name'], activity); + + return entity; + }); +} + +/** + * Parse response from Copper API /search/opportunities/ + * + * @param opportunities - The array of opportunities returned from the API + * @returns Returns an array of Copper Opportunity entities + */ +export function parseOpportunities(opportunities: CopperOpportunityResponse[]): CopperOpportunity[] { + return opportunities.map(opp => { + const customFields: { [key: number]: number } = opp.custom_fields + .filter(f => f.value !== null) + .map(f => ({ + ...f, + value: ([] as number[]).concat(f.value || []), // normalise all values to number[] + })) + .map(f => f.value.map(val => [f.custom_field_definition_id, val] as [number, number])) // pair each value with the custom_field_definition_id + .reduce((acc, pair) => acc.concat(pair)) // flatten + .reduce<{ [key: number]: number }>((obj, [key, value]) => { + // transform into object literal + obj[key] = value; + return obj; + }, {}); + + const entity = new CopperOpportunity(); + entity.id = opp.id; + entity.name = opp.name; + entity.assigneeId = opp.assignee_id || undefined; + entity.closeDate = opp.close_date || undefined; + entity.companyId = opp.company_id || undefined; + entity.companyName = opp.company_name || undefined; + entity.customerSourceId = opp.customer_source_id || undefined; + entity.lossReasonId = opp.loss_reason_id || undefined; + entity.pipelineId = opp.pipeline_id; + entity.pipelineStageId = opp.pipeline_stage_id; + entity.primaryContactId = opp.primary_contact_id || undefined; + entity.priority = opp.priority || undefined; + entity.status = opp.status; + entity.interactionCount = opp.interaction_count; + entity.monetaryValue = opp.monetary_value || undefined; + entity.winProbability = opp.win_probability === null ? undefined : opp.win_probability; + entity.dateCreated = opp.date_created * ONE_SECOND; + entity.dateModified = opp.date_modified * ONE_SECOND; + entity.customFields = customFields; + return entity; + }); +} + +/** + * Parse response from Copper API /activity_types/ + * + * @param activityTypeResponse - Activity Types response from the API, keyed by "user" or "system" + * @returns Returns an array of Copper Activity Type entities + */ +export function parseActivityTypes( + activityTypeResponse: Map<CopperActivityTypeCategory, CopperActivityTypeResponse[]>, +): CopperActivityType[] { + const values: CopperActivityTypeResponse[] = R.flatten(Object.values(activityTypeResponse)); + return values.map(activityType => ({ + id: activityType.id, + name: activityType.name, + category: activityType.category.toString(), + isDisabled: activityType.is_disabled, + countAsInteraction: activityType.count_as_interaction, + })); +} + +/** + * Parse response from Copper API /custom_field_definitions/ + * + * @param customFieldResponse - array of custom field definitions returned from the API, consisting of top-level fields and nested fields + * @returns Returns an array of Copper Custom Field entities + */ +export function parseCustomFields(customFieldResponse: CopperCustomFieldResponse[]): CopperCustomField[] { + function parseTopLevelField(field: CopperCustomFieldResponse): CopperCustomField[] { + const topLevelField: CopperCustomField = { + id: field.id, + name: field.name, + dataType: field.data_type.toString(), + }; + + if (field.options !== undefined) { + const nestedFields: CopperCustomField[] = field.options.map(option => ({ + id: option.id, + name: option.name, + dataType: field.name, + fieldType: 'option', + })); + return nestedFields.concat(topLevelField); + } else { + return [topLevelField]; + } + } + return R.chain(parseTopLevelField, customFieldResponse); +} |