Merge pull request #156 from panoratech/feat/field-providers

Feat/field providers

apps/frontend-snippet/src/helpers/utils.ts

@@ -41,11 +41,10 @@ export const providersConfig: ProvidersConfig = {
       authBaseUrl: '',
       logoPath: 'assets/crm/freshsales_logo.webp',
     },
-    //TODO
     'zendesk': {
       clientId: '26cd23a81a8fefc134edec2c533a1cb1761d359cfcf438fc159543931e92fc93',
       scopes: 'read write',
-      authBaseUrl: 'https://api.getbase.com/oauth2/authorize',//'https://api.getbase.com/oauth2/authorize',
+      authBaseUrl: 'https://api.getbase.com/oauth2/authorize',
       logoPath: 'assets/crm/zendesk_logo.png',
     },
 

packages/api/src/@core/connections/crm/services/pipedrive/pipedrive.service.ts

@@ -51,7 +51,6 @@ export class PipedriveConnectionService {
           },
         },
       );
-      //TODO: handle if res throws an error
       const data: PipeDriveOAuthResponse = res.data;
       this.logger.log('OAuth credentials : pipedrive ');
       const db_res = await this.prisma.connections.upsert({

packages/api/src/@core/connections/crm/services/zendesk/zendesk.service.ts

@@ -50,11 +50,9 @@ export class ZendeskConnectionService {
           },
         },
       );
-      //TODO: handle if res throws an error
       const data: ZendeskOAuthResponse = res.data;
       this.logger.log('OAuth credentials : zendesk ' + JSON.stringify(data));
-      //todo: refresh token + expiration timestamp
-      // save tokens for this customer inside our db
+
       const db_res = await this.prisma.connections.upsert({
         where: {
           id_connection: isNotUnique.id_connection,

packages/api/src/@core/field-mapping/field-mapping.service.ts

@@ -117,6 +117,7 @@ export class FieldMappingService {
       const connection = await this.prisma.connections.findFirst({
         where: {
           id_linked_user: linkedUserId,
+          provider_slug: providerId.toLowerCase(),
         },
       });
 

packages/api/src/@core/utils/types.ts

@@ -134,21 +134,21 @@ export type UnifySourceType =
 
 export const domains = {
   CRM: {
-    hubspot: 'https://api.hubapi.com/',
-    zoho: 'https://www.zohoapis.com/crm/v3/',
-    zendesk: '', // TODO
+    hubspot: 'https://api.hubapi.com',
+    zoho: 'https://www.zohoapis.eu/crm/v3',
+    zendesk: 'https://api.getbase.com/v2',
     freshsales: '',
-    pipedrive: '',
+    pipedrive: 'https://api.pipedrive.com',
   },
 };
 
 export const customPropertiesUrls = {
   CRM: {
     hubspot: `${domains['CRM']['hubspot']}/properties/v1/contacts/properties`,
-    zoho: `${domains['CRM']['zoho']}`, // TODO
-    zendesk: `${domains['CRM']['zendesk']}`,
-    freshsales: `${domains['CRM']['freshsales']}`,
-    pipedrive: `${domains['CRM']['pipedrive']}`,
+    zoho: `${domains['CRM']['zoho']}/settings/fields?module=Contact`,
+    zendesk: `${domains['CRM']['zendesk']}/contact/custom_fields`,
+    freshsales: `${domains['CRM']['freshsales']}`, //TODO
+    pipedrive: `${domains['CRM']['pipedrive']}/v1/personFields`,
   },
 };
 

packages/api/src/crm/contact/services/contact.service.ts

@@ -274,7 +274,10 @@ export class ContactService {
         contacts: unifiedContacts,
       };
 
+      //TODO
       /*if (remote_data) {
+        const resp = await this.prisma.remote_data
+      
         res = {
           ...res,
           remote_data: [resp.data],

packages/api/src/crm/contact/services/freshsales/index.ts

@@ -59,7 +59,7 @@ export class FreshSalesService {
     }
   }
 
-  async getContacts(
+  async syncContacts(
     linkedUserId: string,
   ): Promise<ApiResponse<FreshsalesContactOutput[]>> {
     try {

packages/api/src/crm/contact/services/hubspot/index.ts

@@ -61,7 +61,7 @@ export class HubspotService {
     return;
   }
 
-  async getContacts(
+  async syncContacts(
     linkedUserId: string,
     custom_properties?: string[],
   ): Promise<ApiResponse<HubspotContactOutput[]>> {
@@ -90,6 +90,8 @@ export class HubspotService {
           Authorization: `Bearer ${decrypt(connection.access_token)}`,
         },
       });
+      this.logger.log(`Synced hubspot contacts !`);
+
       return {
         data: resp.data.results,
         message: 'Hubspot contacts retrieved',

packages/api/src/crm/contact/services/pipedrive/index.ts

@@ -58,7 +58,7 @@ export class PipedriveService {
     return;
   }
 
-  async getContacts(
+  async syncContacts(
     linkedUserId: string,
   ): Promise<ApiResponse<PipedriveContactOutput[]>> {
     try {

packages/api/src/crm/contact/services/pipedrive/mappers.ts

@@ -6,24 +6,40 @@ import {
 
 export function mapToContact_Pipedrive(
   source: UnifiedContactInput,
+  customFieldMappings?: {
+    slug: string;
+    remote_id: string;
+  }[],
 ): PipedriveContactInput {
   // Assuming 'email_addresses' and 'phone_numbers' arrays contain at least one entry
   const primaryEmail = source.email_addresses?.[0]?.email_address;
   const primaryPhone = source.phone_numbers?.[0]?.phone_number;
 
-  // Convert to Pipedrive format if needed
   const emailObject = primaryEmail
     ? [{ value: primaryEmail, primary: true, label: '' }]
     : [];
   const phoneObject = primaryPhone
     ? [{ value: primaryPhone, primary: true, label: '' }]
     : [];
-
-  return {
+  const result: PipedriveContactInput = {
     name: `${source.first_name} ${source.last_name}`,
     email: emailObject,
     phone: phoneObject,
   };
+
+  if (customFieldMappings && source.field_mappings) {
+    for (const fieldMapping of source.field_mappings) {
+      for (const key in fieldMapping) {
+        const mapping = customFieldMappings.find(
+          (mapping) => mapping.slug === key,
+        );
+        if (mapping) {
+          result[mapping.remote_id] = fieldMapping[key];
+        }
+      }
+    }
+  }
+  return result;
 }
 
 export function mapToUnifiedContact_Pipedrive(

packages/api/src/crm/contact/services/pipedrive/types.ts

@@ -72,6 +72,7 @@ export interface PipedriveContact {
   org_name: string;
   owner_name: string;
   cc_email: string;
+  [key: string]: any;
 }
 
 export type PipedriveContactInput = Partial<PipedriveContact>;

packages/api/src/crm/contact/services/zendesk/index.ts

@@ -60,7 +60,7 @@ export class ZendeskService {
     return;
   }
 
-  async getContacts(
+  async syncContacts(
     linkedUserId: string,
   ): Promise<ApiResponse<ZendeskContactOutput[]>> {
     try {
@@ -80,6 +80,8 @@ export class ZendeskService {
       const finalData = resp.data.items.map((item) => {
         return item.data;
       });
+      this.logger.log(`Synced zendesk contacts !`);
+
       return {
         data: finalData,
         message: 'Zendesk contacts retrieved',

packages/api/src/crm/contact/services/zendesk/mappers.ts

@@ -6,18 +6,37 @@ import {
 
 export function mapToContact_Zendesk(
   source: UnifiedContactInput,
+  customFieldMappings?: {
+    slug: string;
+    remote_id: string;
+  }[],
 ): ZendeskContactInput {
   // Assuming 'email_addresses' array contains at least one email and 'phone_numbers' array contains at least one phone number
   const primaryEmail = source.email_addresses?.[0]?.email_address;
   const primaryPhone = source.phone_numbers?.[0]?.phone_number;
 
-  return {
+  const result: ZendeskContactInput = {
     name: `${source.first_name} ${source.last_name}`,
     first_name: source.first_name,
     last_name: source.last_name,
     email: primaryEmail,
     phone: primaryPhone,
   };
+
+  if (customFieldMappings && source.field_mappings) {
+    for (const fieldMapping of source.field_mappings) {
+      for (const key in fieldMapping) {
+        const mapping = customFieldMappings.find(
+          (mapping) => mapping.slug === key,
+        );
+        if (mapping) {
+          result.custom_fields[mapping.remote_id] = fieldMapping[key];
+        }
+      }
+    }
+  }
+
+  return result;
 }
 
 export function mapToUnifiedContact_Zendesk(

packages/api/src/crm/contact/services/zendesk/types.ts

@@ -28,6 +28,7 @@ export interface ZendeskContact {
   name: string;
   creator_id: number;
   meta: Meta;
+  custom_fields: Record<string, any>;
 }
 
 export type ZendeskContactInput = Partial<ZendeskContact>;

packages/api/src/crm/contact/services/zoho/index.ts

@@ -57,7 +57,7 @@ export class ZohoService {
     return;
   }
 
-  async getContacts(
+  async syncContacts(
     linkedUserId: string,
   ): Promise<ApiResponse<ZohoContactOutput[]>> {
     try {
@@ -81,7 +81,8 @@ export class ZohoService {
           },
         },
       );
-      this.logger.log('CONTACTS ZOHO ' + JSON.stringify(resp.data.data));
+      //this.logger.log('CONTACTS ZOHO ' + JSON.stringify(resp.data.data));
+      this.logger.log(`Synced zoho contacts !`);
       return {
         data: resp.data.data,
         message: 'Zoho contacts retrieved',

packages/api/src/crm/contact/services/zoho/mappers.ts

@@ -6,17 +6,36 @@ import {
 
 export function mapToContact_Zoho(
   source: UnifiedContactInput,
+  customFieldMappings?: {
+    slug: string;
+    remote_id: string;
+  }[],
 ): ZohoContactInput {
   // Assuming 'email_addresses' array contains at least one email and 'phone_numbers' array contains at least one phone number
   const primaryEmail = source.email_addresses?.[0]?.email_address;
   const primaryPhone = source.phone_numbers?.[0]?.phone_number;
 
-  return {
+  const result: ZohoContactInput = {
     First_Name: source.first_name,
     Last_Name: source.last_name,
     Email: primaryEmail,
     Phone: primaryPhone,
   };
+
+  if (customFieldMappings && source.field_mappings) {
+    for (const fieldMapping of source.field_mappings) {
+      for (const key in fieldMapping) {
+        const mapping = customFieldMappings.find(
+          (mapping) => mapping.slug === key,
+        );
+        if (mapping) {
+          result[mapping.remote_id] = fieldMapping[key];
+        }
+      }
+    }
+  }
+
+  return result;
 }
 
 export function mapToUnifiedContact_Zoho(

packages/api/src/crm/contact/services/zoho/types.ts

@@ -43,6 +43,7 @@ export interface ZohoContact {
   Other_Country: string;
   Description: string;
   Record_Image: string;
+  [key: string]: any;
 }
 
 export type ZohoContactInput = Partial<ZohoContact>;