From 27fc640a9eae70813e9f02cda2c27a4509a04591 Mon Sep 17 00:00:00 2001 From: Xianny <8582774+xianny@users.noreply.github.com> Date: Tue, 8 Jan 2019 13:50:51 -0800 Subject: fetch and save copper (#1472) Fetch and save Copper CRM --- packages/pipeline/src/data_sources/copper/index.ts | 126 ++++++++++ packages/pipeline/src/entities/copper_activity.ts | 41 ++++ .../pipeline/src/entities/copper_activity_type.ts | 17 ++ .../pipeline/src/entities/copper_custom_field.ts | 15 ++ packages/pipeline/src/entities/copper_lead.ts | 38 +++ .../pipeline/src/entities/copper_opportunity.ts | 45 ++++ packages/pipeline/src/entities/index.ts | 6 + packages/pipeline/src/ormconfig.ts | 10 + packages/pipeline/src/parsers/copper/index.ts | 259 +++++++++++++++++++++ packages/pipeline/src/scripts/pull_copper.ts | 129 ++++++++++ .../src/utils/transformers/number_to_bigint.ts | 8 +- 11 files changed, 692 insertions(+), 2 deletions(-) create mode 100644 packages/pipeline/src/data_sources/copper/index.ts create mode 100644 packages/pipeline/src/entities/copper_activity.ts create mode 100644 packages/pipeline/src/entities/copper_activity_type.ts create mode 100644 packages/pipeline/src/entities/copper_custom_field.ts create mode 100644 packages/pipeline/src/entities/copper_lead.ts create mode 100644 packages/pipeline/src/entities/copper_opportunity.ts create mode 100644 packages/pipeline/src/parsers/copper/index.ts create mode 100644 packages/pipeline/src/scripts/pull_copper.ts (limited to 'packages/pipeline/src') diff --git a/packages/pipeline/src/data_sources/copper/index.ts b/packages/pipeline/src/data_sources/copper/index.ts new file mode 100644 index 000000000..15df2fd7d --- /dev/null +++ b/packages/pipeline/src/data_sources/copper/index.ts @@ -0,0 +1,126 @@ +import { fetchAsync } from '@0x/utils'; +import Bottleneck from 'bottleneck'; + +import { + CopperActivityTypeCategory, + CopperActivityTypeResponse, + CopperCustomFieldResponse, + CopperSearchResponse, +} from '../../parsers/copper'; + +const HTTP_OK_STATUS = 200; +const COPPER_URI = 'https://api.prosperworks.com/developer_api/v1'; + +const DEFAULT_PAGINATION_PARAMS = { + page_size: 200, + sort_by: 'date_modified', + sort_direction: 'desc', +}; + +export type CopperSearchParams = CopperLeadSearchParams | CopperActivitySearchParams | CopperOpportunitySearchParams; +export interface CopperLeadSearchParams { + page_number?: number; +} + +export interface CopperActivitySearchParams { + minimum_activity_date: number; + page_number?: number; +} + +export interface CopperOpportunitySearchParams { + sort_by: string; // must override the default 'date_modified' for this endpoint + page_number?: number; +} +export enum CopperEndpoint { + Leads = '/leads/search', + Opportunities = '/opportunities/search', + Activities = '/activities/search', +} +const ONE_SECOND = 1000; + +function httpErrorCheck(response: Response): void { + if (response.status !== HTTP_OK_STATUS) { + throw new Error(`HTTP error while scraping Copper: [${JSON.stringify(response)}]`); + } +} +export class CopperSource { + private readonly _accessToken: string; + private readonly _userEmail: string; + private readonly _defaultHeaders: any; + private readonly _limiter: Bottleneck; + + constructor(maxConcurrentRequests: number, accessToken: string, userEmail: string) { + this._accessToken = accessToken; + this._userEmail = userEmail; + this._defaultHeaders = { + 'Content-Type': 'application/json', + 'X-PW-AccessToken': this._accessToken, + 'X-PW-Application': 'developer_api', + 'X-PW-UserEmail': this._userEmail, + }; + this._limiter = new Bottleneck({ + minTime: ONE_SECOND / maxConcurrentRequests, + reservoir: 30, + reservoirRefreshAmount: 30, + reservoirRefreshInterval: maxConcurrentRequests, + }); + } + + public async fetchNumberOfPagesAsync(endpoint: CopperEndpoint, searchParams?: CopperSearchParams): Promise { + const resp = await this._limiter.schedule(() => + fetchAsync(COPPER_URI + endpoint, { + method: 'POST', + body: JSON.stringify({ ...DEFAULT_PAGINATION_PARAMS, ...searchParams }), + headers: this._defaultHeaders, + }), + ); + + httpErrorCheck(resp); + + // total number of records that match the request parameters + if (resp.headers.has('X-Pw-Total')) { + const totalRecords: number = parseInt(resp.headers.get('X-Pw-Total') as string, 10); // tslint:disable-line:custom-no-magic-numbers + return Math.ceil(totalRecords / DEFAULT_PAGINATION_PARAMS.page_size); + } else { + return 1; + } + } + public async fetchSearchResultsAsync( + endpoint: CopperEndpoint, + searchParams?: CopperSearchParams, + ): Promise { + const request = { ...DEFAULT_PAGINATION_PARAMS, ...searchParams }; + const response = await this._limiter.schedule(() => + fetchAsync(COPPER_URI + endpoint, { + method: 'POST', + body: JSON.stringify(request), + headers: this._defaultHeaders, + }), + ); + httpErrorCheck(response); + const json: T[] = await response.json(); + return json; + } + + public async fetchActivityTypesAsync(): Promise> { + const response = await this._limiter.schedule(() => + fetchAsync(`${COPPER_URI}/activity_types`, { + method: 'GET', + headers: this._defaultHeaders, + }), + ); + httpErrorCheck(response); + return response.json(); + } + + public async fetchCustomFieldsAsync(): Promise { + const response = await this._limiter.schedule(() => + fetchAsync(`${COPPER_URI}/custom_field_definitions`, { + method: 'GET', + headers: this._defaultHeaders, + }), + ); + httpErrorCheck(response); + return response.json(); + } +} diff --git a/packages/pipeline/src/entities/copper_activity.ts b/packages/pipeline/src/entities/copper_activity.ts new file mode 100644 index 000000000..cbc034285 --- /dev/null +++ b/packages/pipeline/src/entities/copper_activity.ts @@ -0,0 +1,41 @@ +import { Column, Entity, Index, PrimaryColumn } from 'typeorm'; + +import { numberToBigIntTransformer } from '../utils'; + +@Entity({ name: 'copper_activities', schema: 'raw' }) +export class CopperActivity { + @PrimaryColumn({ type: 'bigint', transformer: numberToBigIntTransformer }) + public id!: number; + + @Index() + @Column({ name: 'parent_id', type: 'bigint', transformer: numberToBigIntTransformer }) + public parentId!: number; + @Column({ name: 'parent_type', type: 'varchar' }) + public parentType!: string; + + // join with CopperActivityType + @Index() + @Column({ name: 'type_id', type: 'bigint', transformer: numberToBigIntTransformer }) + public typeId!: number; + @Column({ name: 'type_category', type: 'varchar' }) + public typeCategory!: string; + @Column({ name: 'type_name', type: 'varchar', nullable: true }) + public typeName?: string; + + @Column({ name: 'user_id', type: 'bigint', transformer: numberToBigIntTransformer }) + public userId!: number; + @Column({ name: 'old_value_id', type: 'bigint', nullable: true, transformer: numberToBigIntTransformer }) + public oldValueId?: number; + @Column({ name: 'old_value_name', type: 'varchar', nullable: true }) + public oldValueName?: string; + @Column({ name: 'new_value_id', type: 'bigint', nullable: true, transformer: numberToBigIntTransformer }) + public newValueId?: number; + @Column({ name: 'new_value_name', type: 'varchar', nullable: true }) + public newValueName?: string; + + @Index() + @Column({ name: 'date_created', type: 'bigint', transformer: numberToBigIntTransformer }) + public dateCreated!: number; + @PrimaryColumn({ name: 'date_modified', type: 'bigint', transformer: numberToBigIntTransformer }) + public dateModified!: number; +} diff --git a/packages/pipeline/src/entities/copper_activity_type.ts b/packages/pipeline/src/entities/copper_activity_type.ts new file mode 100644 index 000000000..8fb2dcf70 --- /dev/null +++ b/packages/pipeline/src/entities/copper_activity_type.ts @@ -0,0 +1,17 @@ +import { Column, Entity, PrimaryColumn } from 'typeorm'; + +import { numberToBigIntTransformer } from '../utils'; + +@Entity({ name: 'copper_activity_types', schema: 'raw' }) +export class CopperActivityType { + @PrimaryColumn({ type: 'bigint', transformer: numberToBigIntTransformer }) + public id!: number; + @Column({ name: 'category', type: 'varchar' }) + public category!: string; + @Column({ name: 'name', type: 'varchar' }) + public name!: string; + @Column({ name: 'is_disabled', type: 'boolean', nullable: true }) + public isDisabled?: boolean; + @Column({ name: 'count_as_interaction', type: 'boolean', nullable: true }) + public countAsInteraction?: boolean; +} diff --git a/packages/pipeline/src/entities/copper_custom_field.ts b/packages/pipeline/src/entities/copper_custom_field.ts new file mode 100644 index 000000000..f23f6ab22 --- /dev/null +++ b/packages/pipeline/src/entities/copper_custom_field.ts @@ -0,0 +1,15 @@ +import { Column, Entity, PrimaryColumn } from 'typeorm'; + +import { numberToBigIntTransformer } from '../utils'; + +@Entity({ name: 'copper_custom_fields', schema: 'raw' }) +export class CopperCustomField { + @PrimaryColumn({ type: 'bigint', transformer: numberToBigIntTransformer }) + public id!: number; + @Column({ name: 'data_type', type: 'varchar' }) + public dataType!: string; + @Column({ name: 'field_type', type: 'varchar', nullable: true }) + public fieldType?: string; + @Column({ name: 'name', type: 'varchar' }) + public name!: string; +} diff --git a/packages/pipeline/src/entities/copper_lead.ts b/packages/pipeline/src/entities/copper_lead.ts new file mode 100644 index 000000000..c51ccd761 --- /dev/null +++ b/packages/pipeline/src/entities/copper_lead.ts @@ -0,0 +1,38 @@ +import { Column, Entity, Index, PrimaryColumn } from 'typeorm'; + +import { numberToBigIntTransformer } from '../utils'; + +@Entity({ name: 'copper_leads', schema: 'raw' }) +export class CopperLead { + @PrimaryColumn({ type: 'bigint', transformer: numberToBigIntTransformer }) + public id!: number; + + @Column({ name: 'name', type: 'varchar', nullable: true }) + public name?: string; + @Column({ name: 'first_name', type: 'varchar', nullable: true }) + public firstName?: string; + @Column({ name: 'last_name', type: 'varchar', nullable: true }) + public lastName?: string; + @Column({ name: 'middle_name', type: 'varchar', nullable: true }) + public middleName?: string; + @Column({ name: 'assignee_id', type: 'bigint', transformer: numberToBigIntTransformer, nullable: true }) + public assigneeId?: number; + @Column({ name: 'company_name', type: 'varchar', nullable: true }) + public companyName?: string; + @Column({ name: 'customer_source_id', type: 'bigint', transformer: numberToBigIntTransformer, nullable: true }) + public customerSourceId?: number; + @Column({ name: 'monetary_value', type: 'integer', nullable: true }) + public monetaryValue?: number; + @Column({ name: 'status', type: 'varchar' }) + public status!: string; + @Column({ name: 'status_id', type: 'bigint', transformer: numberToBigIntTransformer }) + public statusId!: number; + @Column({ name: 'title', type: 'varchar', nullable: true }) + public title?: string; + + @Index() + @Column({ name: 'date_created', type: 'bigint', transformer: numberToBigIntTransformer }) + public dateCreated!: number; + @PrimaryColumn({ name: 'date_modified', type: 'bigint', transformer: numberToBigIntTransformer }) + public dateModified!: number; +} diff --git a/packages/pipeline/src/entities/copper_opportunity.ts b/packages/pipeline/src/entities/copper_opportunity.ts new file mode 100644 index 000000000..e12bd69ce --- /dev/null +++ b/packages/pipeline/src/entities/copper_opportunity.ts @@ -0,0 +1,45 @@ +import { Column, Entity, PrimaryColumn } from 'typeorm'; + +import { numberToBigIntTransformer } from '../utils'; + +@Entity({ name: 'copper_opportunities', schema: 'raw' }) +export class CopperOpportunity { + @PrimaryColumn({ name: 'id', type: 'bigint', transformer: numberToBigIntTransformer }) + public id!: number; + @Column({ name: 'name', type: 'varchar' }) + public name!: string; + @Column({ name: 'assignee_id', nullable: true, type: 'bigint', transformer: numberToBigIntTransformer }) + public assigneeId?: number; + @Column({ name: 'close_date', nullable: true, type: 'varchar' }) + public closeDate?: string; + @Column({ name: 'company_id', nullable: true, type: 'bigint', transformer: numberToBigIntTransformer }) + public companyId?: number; + @Column({ name: 'company_name', nullable: true, type: 'varchar' }) + public companyName?: string; + @Column({ name: 'customer_source_id', nullable: true, type: 'bigint', transformer: numberToBigIntTransformer }) + public customerSourceId?: number; + @Column({ name: 'loss_reason_id', nullable: true, type: 'bigint', transformer: numberToBigIntTransformer }) + public lossReasonId?: number; + @Column({ name: 'pipeline_id', type: 'bigint', transformer: numberToBigIntTransformer }) + public pipelineId!: number; + @Column({ name: 'pipeline_stage_id', type: 'bigint', transformer: numberToBigIntTransformer }) + public pipelineStageId!: number; + @Column({ name: 'primary_contact_id', nullable: true, type: 'bigint', transformer: numberToBigIntTransformer }) + public primaryContactId?: number; + @Column({ name: 'priority', nullable: true, type: 'varchar' }) + public priority?: string; + @Column({ name: 'status', type: 'varchar' }) + public status!: string; + @Column({ name: 'interaction_count', type: 'bigint', transformer: numberToBigIntTransformer }) + public interactionCount!: number; + @Column({ name: 'monetary_value', nullable: true, type: 'integer' }) + public monetaryValue?: number; + @Column({ name: 'win_probability', nullable: true, type: 'integer' }) + public winProbability?: number; + @Column({ name: 'date_created', type: 'bigint', transformer: numberToBigIntTransformer }) + public dateCreated!: number; + @PrimaryColumn({ name: 'date_modified', type: 'bigint', transformer: numberToBigIntTransformer }) + public dateModified!: number; + @Column({ name: 'custom_fields', type: 'jsonb' }) + public customFields!: { [key: number]: number }; +} diff --git a/packages/pipeline/src/entities/index.ts b/packages/pipeline/src/entities/index.ts index cc3de78bb..27c153c07 100644 --- a/packages/pipeline/src/entities/index.ts +++ b/packages/pipeline/src/entities/index.ts @@ -16,4 +16,10 @@ export { TokenOrderbookSnapshot } from './token_order'; export { Transaction } from './transaction'; export { ERC20ApprovalEvent } from './erc20_approval_event'; +export { CopperLead } from './copper_lead'; +export { CopperActivity } from './copper_activity'; +export { CopperOpportunity } from './copper_opportunity'; +export { CopperActivityType } from './copper_activity_type'; +export { CopperCustomField } from './copper_custom_field'; + export type ExchangeEvent = ExchangeFillEvent | ExchangeCancelEvent | ExchangeCancelUpToEvent; diff --git a/packages/pipeline/src/ormconfig.ts b/packages/pipeline/src/ormconfig.ts index fe11d81d5..2700714cd 100644 --- a/packages/pipeline/src/ormconfig.ts +++ b/packages/pipeline/src/ormconfig.ts @@ -2,6 +2,11 @@ import { ConnectionOptions } from 'typeorm'; import { Block, + CopperActivity, + CopperActivityType, + CopperCustomField, + CopperLead, + CopperOpportunity, DexTrade, ERC20ApprovalEvent, ExchangeCancelEvent, @@ -18,6 +23,11 @@ import { const entities = [ Block, + CopperOpportunity, + CopperActivity, + CopperActivityType, + CopperCustomField, + CopperLead, DexTrade, ExchangeCancelEvent, ExchangeCancelUpToEvent, 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, +): 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); +} diff --git a/packages/pipeline/src/scripts/pull_copper.ts b/packages/pipeline/src/scripts/pull_copper.ts new file mode 100644 index 000000000..69814f209 --- /dev/null +++ b/packages/pipeline/src/scripts/pull_copper.ts @@ -0,0 +1,129 @@ +// tslint:disable:no-console +import * as R from 'ramda'; +import { Connection, ConnectionOptions, createConnection, Repository } from 'typeorm'; + +import { CopperEndpoint, CopperSearchParams, CopperSource } from '../data_sources/copper'; +import { CopperActivity, CopperActivityType, CopperCustomField, CopperLead, CopperOpportunity } from '../entities'; +import * as ormConfig from '../ormconfig'; +import { + CopperSearchResponse, + parseActivities, + parseActivityTypes, + parseCustomFields, + parseLeads, + parseOpportunities, +} from '../parsers/copper'; +import { handleError } from '../utils'; +const ONE_SECOND = 1000; +const COPPER_RATE_LIMIT = 10; +let connection: Connection; + +(async () => { + connection = await createConnection(ormConfig as ConnectionOptions); + + const accessToken = process.env.COPPER_ACCESS_TOKEN; + const userEmail = process.env.COPPER_USER_EMAIL; + if (accessToken === undefined || userEmail === undefined) { + throw new Error('Missing required env var: COPPER_ACCESS_TOKEN and/or COPPER_USER_EMAIL'); + } + const source = new CopperSource(COPPER_RATE_LIMIT, accessToken, userEmail); + + const fetchPromises = [ + fetchAndSaveLeadsAsync(source), + fetchAndSaveOpportunitiesAsync(source), + fetchAndSaveActivitiesAsync(source), + fetchAndSaveCustomFieldsAsync(source), + fetchAndSaveActivityTypesAsync(source), + ]; + fetchPromises.forEach(async fn => { + await fn; + }); +})().catch(handleError); + +async function fetchAndSaveLeadsAsync(source: CopperSource): Promise { + const repository = connection.getRepository(CopperLead); + const startTime = await getMaxAsync(connection, 'date_modified', 'raw.copper_leads'); + console.log(`Fetching Copper leads starting from ${startTime}...`); + await fetchAndSaveAsync(CopperEndpoint.Leads, source, startTime, {}, parseLeads, repository); +} + +async function fetchAndSaveOpportunitiesAsync(source: CopperSource): Promise { + const repository = connection.getRepository(CopperOpportunity); + const startTime = await getMaxAsync(connection, 'date_modified', 'raw.copper_opportunities'); + console.log(`Fetching Copper opportunities starting from ${startTime}...`); + await fetchAndSaveAsync( + CopperEndpoint.Opportunities, + source, + startTime, + { sort_by: 'name' }, + parseOpportunities, + repository, + ); +} + +async function fetchAndSaveActivitiesAsync(source: CopperSource): Promise { + const repository = connection.getRepository(CopperActivity); + const startTime = await getMaxAsync(connection, 'date_modified', 'raw.copper_activities'); + const searchParams = { + minimum_activity_date: Math.floor(startTime / ONE_SECOND), + }; + console.log(`Fetching Copper activities starting from ${startTime}...`); + await fetchAndSaveAsync(CopperEndpoint.Activities, source, startTime, searchParams, parseActivities, repository); +} + +async function getMaxAsync(conn: Connection, sortColumn: string, tableName: string): Promise { + const queryResult = await conn.query(`SELECT MAX(${sortColumn}) as _max from ${tableName};`); + if (R.isEmpty(queryResult)) { + return 0; + } else { + return queryResult[0]._max; + } +} + +// (Xianny): Copper API doesn't allow queries to filter by date. To ensure that we are filling in ascending chronological +// order and not missing any records, we are scraping all available pages. If Copper data gets larger, +// it would make sense to search for and start filling from the first page that contains a new record. +// This search would increase our network calls and is not efficient to implement with our current small volume +// of Copper records. +async function fetchAndSaveAsync( + endpoint: CopperEndpoint, + source: CopperSource, + startTime: number, + searchParams: CopperSearchParams, + parseFn: (recs: T[]) => E[], + repository: Repository, +): Promise { + let saved = 0; + const numPages = await source.fetchNumberOfPagesAsync(endpoint); + try { + for (let i = numPages; i > 0; i--) { + console.log(`Fetching page ${i}/${numPages} of ${endpoint}...`); + const raw = await source.fetchSearchResultsAsync(endpoint, { + ...searchParams, + page_number: i, + }); + const newRecords = raw.filter(rec => rec.date_modified * ONE_SECOND > startTime); + const parsed = parseFn(newRecords); + await repository.save(parsed); + saved += newRecords.length; + } + } catch (err) { + console.log(`Error fetching ${endpoint}, stopping: ${err.stack}`); + } finally { + console.log(`Saved ${saved} items from ${endpoint}, done.`); + } +} + +async function fetchAndSaveActivityTypesAsync(source: CopperSource): Promise { + console.log(`Fetching Copper activity types...`); + const activityTypes = await source.fetchActivityTypesAsync(); + const repository = connection.getRepository(CopperActivityType); + await repository.save(parseActivityTypes(activityTypes)); +} + +async function fetchAndSaveCustomFieldsAsync(source: CopperSource): Promise { + console.log(`Fetching Copper custom fields...`); + const customFields = await source.fetchCustomFieldsAsync(); + const repository = connection.getRepository(CopperCustomField); + await repository.save(parseCustomFields(customFields)); +} diff --git a/packages/pipeline/src/utils/transformers/number_to_bigint.ts b/packages/pipeline/src/utils/transformers/number_to_bigint.ts index 85560c1f0..9736d7c18 100644 --- a/packages/pipeline/src/utils/transformers/number_to_bigint.ts +++ b/packages/pipeline/src/utils/transformers/number_to_bigint.ts @@ -9,8 +9,12 @@ const decimalRadix = 10; // https://github.com/typeorm/typeorm/issues/2400 for more information. export class NumberToBigIntTransformer implements ValueTransformer { // tslint:disable-next-line:prefer-function-over-method - public to(value: number): string { - return value.toString(); + public to(value: number): string | null { + if (value === null || value === undefined) { + return null; + } else { + return value.toString(); + } } // tslint:disable-next-line:prefer-function-over-method -- cgit v1.2.3