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crm-api-template-generator
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154
backend/Templates-test/TEMPLATES-DEFAULT/salesforce_berlitz_sandbox_contact_14288.json
View File

@ -1,154 +0,0 @@
{
"authentication": {
"type": "oauth2",
"crmClientId": "3MVG97ZwUE6kNctcTD24tyRZJXLWfClkMmmH5wvnTw8b6EW92uMPeaYOpyyWyzjx_klDcVt7F2nF2jbluycT4",
"crmClientSecret": "FBA2860ECEAC86A3CED77841A0BD6B26AFD3E7F202C0241D534716B90E8C12AD",
"crmScopes": "full refresh_token",
"crmPhoneTest": "5511988334455"
},
"crmRest": [
{
"authorizationEndpoint": {
"request": {
"requestContentType": "empty",
"requestEncoding": "empty",
"requestType": "Get",
"responseType": "empty",
"url": "https://berlitz--blzlatam.sandbox.my.salesforce.com/services/oauth2/authorize?response_type=code&client_id=crmClientId&code_challenge=bDXEJ0wxr0s369lGxHwewLULiOuyl6Y3W7QZABmn2S4&redirect_uri=crmRedirectURI&scope=crmScopes&code_challenge_method=S256"
},
"body": {},
"response": {}
}
},
{
"tokenEndpoint": {
"request": {
"requestContentType": "none",
"requestEncoding": "Json",
"requestType": "Post",
"responseType": "Json",
"url": "https://berlitz--blzlatam.sandbox.my.salesforce.com/services/oauth2/token"
},
"body": {},
"response": {}
}
},
{
"createContactRecord": {
"request": {
"requestContentType": "application/json",
"requestEncoding": "Json",
"requestType": "Post",
"responseType": "Json",
"url": "https://berlitz--blzlatam.sandbox.my.salesforce.com/services/data/v61.0/sobjects/Contact"
},
"body": {
"Phone": "crmPhone",
"LastName": "crmLastName",
"FirstName": "crmFirstName",
"Time_Zone__c": "America/Sao_Paulo"
},
"response": {
"id": "id"
}
}
},
{
"lookupContactByPhone": {
"request": {
"requestContentType": "application/json",
"requestEncoding": "Json",
"requestType": "Get",
"responseType": "Json",
"url": "https://berlitz--blzlatam.sandbox.my.salesforce.com/services/data/v61.0/query/?q=SELECT+Id,+Phone+FROM+Contact+WHERE+Phone='crmPhone'"
},
"response": {
"phone": "records[0].Phone",
"id": "records[0].Id"
}
}
},
{
"callJournaling": {
"request": {
"requestContentType": "application/json",
"requestEncoding": "Json",
"requestType": "Post",
"responseType": "Json",
"url": "https://berlitz--blzlatam.sandbox.my.salesforce.com/services/data/v61.0/sobjects/Task"
},
"calls": [
{
"inboundAnsweredCall": {
"Subject": "Call Journal",
"WhoId": "crmContactId",
"Description": "Ligação recebida",
"Status": "Completed",
"Priority": "Normal",
"CallType": "Outbound",
"CallDurationInSeconds": {
"_prop": "crmCallDuration",
"_type": "number",
"_format": "seconds"
},
"ActivityDate": "YYYY-MM-DD",
"TaskSubtype": "Call"
}
},
{
"inboundMissedCall": {
"Subject": "Call Journal",
"WhoId": "crmContactId",
"Description": "Ligação recebida perdida",
"Status": "Completed",
"Priority": "Normal",
"CallType": "Outbound",
"CallDurationInSeconds": {
"_prop": "crmCallDuration",
"_type": "number",
"_format": "seconds"
},
"ActivityDate": "YYYY-MM-DD",
"TaskSubtype": "Call"
}
},
{
"outboundAnsweredCall": {
"Subject": "Call Journal",
"WhoId": "crmContactId",
"Description": "Ligação realizada",
"Status": "Completed",
"Priority": "Normal",
"CallType": "Outbound",
"CallDurationInSeconds": {
"_prop": "crmCallDuration",
"_type": "number",
"_format": "seconds"
},
"ActivityDate": "YYYY-MM-DD",
"TaskSubtype": "Call"
}
},
{
"outboundUnansweredCall": {
"Subject": "Call Journal",
"WhoId": "crmContactId",
"Description": "Ligação realizada nao atendida",
"Status": "Completed",
"Priority": "Normal",
"CallType": "Outbound",
"CallDurationInSeconds": {
"_prop": "crmCallDuration",
"_type": "number",
"_format": "seconds"
},
"ActivityDate": "YYYY-MM-DD",
"TaskSubtype": "Call"
}
}
],
"response": {}
}
}
]
}

201
backend/Templates-test/TEMPLATES-DEFAULT/salesforce_berlitz_sandbox_lead_14288.json
View File

@ -1,201 +0,0 @@
{
"authentication": {
"type": "oauth2",
"crmClientId": "3MVG97ZwUE6kNctcTD24tyRZJXLWfClkMmmH5wvnTw8b6EW92uMPeaYOpyyWyzjx_klDcVt7F2nF2jbluycT4",
"crmClientSecret": "FBA2860ECEAC86A3CED77841A0BD6B26AFD3E7F202C0241D534716B90E8C12AD",
"crmScopes": "full refresh_token",
"crmPhoneTest": "5517988335455"
},
"crmRest": [
{
"authorizationEndpoint": {
"request": {
"requestContentType": "empty",
"requestEncoding": "empty",
"requestType": "Get",
"responseType": "empty",
"url": "https://berlitz--blzlatam.sandbox.my.salesforce.com/services/oauth2/authorize?response_type=code&client_id=crmClientId&code_challenge=bDXEJ0wxr0s369lGxHwewLULiOuyl6Y3W7QZABmn2S4&redirect_uri=crmRedirectURI&scope=crmScopes&code_challenge_method=S256"
},
"body": {},
"response": {}
}
},
{
"tokenEndpoint": {
"request": {
"requestContentType": "none",
"requestEncoding": "Json",
"requestType": "Post",
"responseType": "Json",
"url": "https://berlitz--blzlatam.sandbox.my.salesforce.com/services/oauth2/token"
},
"body": {},
"response": {}
}
},
{
"createContactRecord": {
"request": {
"requestContentType": "application/json",
"requestEncoding": "Json",
"requestType": "Post",
"responseType": "Json",
"url": "https://berlitz--blzlatam.sandbox.my.salesforce.com/services/data/v61.0/sobjects/Lead"
},
"body": {
"Phone": "crmPhone",
"LastName": "crmLastName",
"FirstName": "crmFirstName",
"LeadSource": "WhatsApp",
"Country_Segmentation__c": "Brazil",
"CurrencyIsoCode": "BRL",
"RecordTypeId": "0120b000000OhSqAAK"
},
"response": {
"id": "id"
}
}
},
{
"lookupContactByPhone": {
"request": {
"requestContentType": "application/json",
"requestEncoding": "Json",
"requestType": "Get",
"responseType": "Json",
"url": "https://berlitz--blzlatam.sandbox.my.salesforce.com/services/data/v61.0/query/?q=SELECT+Id,Phone+FROM+Lead+WHERE+Phone='crmPhone'"
},
"response": {
"phone": "records[0].Phone",
"id": "records[0].Id"
}
}
},
{
"callJournaling": {
"request": {
"requestContentType": "application/json",
"requestEncoding": "Json",
"requestType": "Post",
"responseType": "Json",
"url": "https://berlitz--blzlatam.sandbox.my.salesforce.com/services/data/v61.0/sobjects/Task"
},
"calls": [
{
"inboundAnsweredCall": {
"Subject": "Call Journal",
"WhoId": "crmContactId",
"Description": "Ligação recebida",
"Status": "Completed",
"Priority": "Normal",
"CallType": "Outbound",
"CallDurationInSeconds": {
"_prop": "crmCallDuration",
"_type": "number",
"_format": "seconds"
},
"ActivityDate": "YYYY-MM-DD",
"TaskSubtype": "Call"
}
},
{
"inboundMissedCall": {
"Subject": "Call Journal",
"WhoId": "crmContactId",
"Description": "Ligação recebida perdida",
"Status": "Completed",
"Priority": "Normal",
"CallType": "Outbound",
"CallDurationInSeconds": {
"_prop": "crmCallDuration",
"_type": "number",
"_format": "seconds"
},
"ActivityDate": "YYYY-MM-DD",
"TaskSubtype": "Call"
}
},
{
"outboundAnsweredCall": {
"Subject": "Call Journal",
"WhoId": "crmContactId",
"Description": "Ligação realizada",
"Status": "Completed",
"Priority": "Normal",
"CallType": "Outbound",
"CallDurationInSeconds": {
"_prop": "crmCallDuration",
"_type": "number",
"_format": "seconds"
},
"ActivityDate": "YYYY-MM-DD",
"TaskSubtype": "Call"
}
},
{
"outboundUnansweredCall": {
"Subject": "Call Journal",
"WhoId": "crmContactId",
"Description": "Ligação realizada nao atendida",
"Status": "Completed",
"Priority": "Normal",
"CallType": "Outbound",
"CallDurationInSeconds": {
"_prop": "crmCallDuration",
"_type": "number",
"_format": "seconds"
},
"ActivityDate": "YYYY-MM-DD",
"TaskSubtype": "Call"
}
}
],
"response": {}
}
},
{
"chatJournaling": {
"request": {
"requestContentType": "application/json",
"requestEncoding": "Json",
"requestType": "Post",
"responseType": "Json",
"url": "https://berlitz--blzlatam.sandbox.my.salesforce.com/services/data/v61.0/sobjects/Task"
},
"chats": [
{
"chatDone": {
"WhoId": "crmContactId",
"Subject": "Other",
"Description": "Conversation started via WhatsApp. Conversation link: chatLink",
"ActivityDate": "YYYY-MM-DD",
"Status": "Completed",
"Priority": "Normal"
}
}
]
}
},
{
"createCase": {
"request": {
"requestContentType": "application/json",
"requestEncoding": "Json",
"requestType": "Post",
"responseType": "Json",
"url": "https://berlitz--blzlatam.sandbox.my.salesforce.com/services/data/v61.0/sobjects/Case"
},
"body": {
"Subject": "Assunto do Caso teste",
"Description": "Descrição detalhada do caso test",
"Status": "Novo",
"Priority": "Alta",
"Departamento__c": "Financeiro"
},
"response": {
"id": "id"
}
}
}
]
}

48
backend/controllers/crmController.js
View File

@ -12,8 +12,7 @@ const { createCRMContact,
journalingRequest, journalingRequest,
createContact, createContact,
lookupContactByPhone, lookupContactByPhone,
templateValidator, templateValidator } = require('../utils')
loadCRM } = require('../utils')
const fs = require("fs") const fs = require("fs")
const { URL } = require('url') const { URL } = require('url')
const { oauth2 } = require('../utils') const { oauth2 } = require('../utils')
@ -36,53 +35,16 @@ const getSalesforceUser = require('../utils/getSalesforceUser')
const contactCreate = async (req, res) => { const contactCreate = async (req, res) => {
const { companyId, crmFirstName, crmLastName, crmPhone, crmEmail, dynamicBodyRequest } = req.body const { companyId, crmFirstName, crmLastName, crmPhone, crmEmail } = req.body
mustContainProperties(req, ['companyId', 'crmPhone',]) mustContainProperties(req, ['companyId', 'crmPhone',])
await createCRMContact(companyId, crmFirstName, crmPhone, crmEmail, crmLastName, dynamicBodyRequest) await createCRMContact(companyId, crmFirstName, crmPhone, crmEmail, crmLastName)
res.status(StatusCodes.OK).send() res.status(StatusCodes.OK).send()
} }
const checkContact = async (req, res) => {
const { companyId, crmPhone } = req.body
mustContainProperties(req, ['companyId', 'crmPhone',])
const crmFiles = await loadCRM(companyId)
if (crmFiles.length > 0) {
const { crmRest: rest, authentication } = crmFiles[0].crm
const contact = await lookupContactByPhone(rest, authentication, crmPhone, companyId)
if (contact && contact.exist) {
return res.status(StatusCodes.OK).json({ exist: contact.exist })
}
}
res.status(StatusCodes.OK).json({ exist: false })
}
const contactActivity = async (req, res) => {
const { companyId, crmPhone, ticketId } = req.body
mustContainProperties(req, ['companyId', 'crmPhone', 'ticketId'])
await whatsappJournalingCRM(
companyId,
crmPhone,
'0000',
crmFirstName = "unnamed",
ticketId
)
res.status(StatusCodes.OK).send()
}
const deleteCrm = async (req, res) => { const deleteCrm = async (req, res) => {
let { companyId, crmBaseURL } = req.body let { companyId, crmBaseURL } = req.body
@ -607,9 +569,7 @@ module.exports = {
webhook_crm, webhook_crm,
sfCreateCase, sfCreateCase,
sfUpdateCase, sfUpdateCase,
createTicket, createTicket
checkContact,
contactActivity
} }

6
backend/routes/crmRoute.js
View File

@ -1,14 +1,10 @@
const express = require('express') const express = require('express')
const router = express.Router() const router = express.Router()
const { authorization, } = require('../middleware/authentication') const { authorization, } = require('../middleware/authentication')
const { contactCreate, contactActivity, checkContact, sfCreateCase, sfUpdateCase, createTicket, testTemplate, webhook_crm, uploadCrmConfig, callJournaling, oauthCallBack, install, deleteCrm, deleteCompany, getCrms, webhook } = require('../controllers/crmController') const { contactCreate, sfCreateCase, sfUpdateCase, createTicket, testTemplate, webhook_crm, uploadCrmConfig, callJournaling, oauthCallBack, install, deleteCrm, deleteCompany, getCrms, webhook } = require('../controllers/crmController')
const { fileUpload } = require("../utils") const { fileUpload } = require("../utils")
router.route('/create-contact').post(authorization, contactCreate) router.route('/create-contact').post(authorization, contactCreate)
router.route('/find-contact').post(authorization, checkContact)
router.route('/contact-activity').post(authorization, contactActivity)
router.route('/create-ticket').post(authorization, createTicket) router.route('/create-ticket').post(authorization, createTicket)
router.route('/call-journaling').post(authorization, callJournaling) router.route('/call-journaling').post(authorization, callJournaling)
router.route('/upload').post(fileUpload.single('crm'), authorization, uploadCrmConfig) router.route('/upload').post(fileUpload.single('crm'), authorization, uploadCrmConfig)

4
backend/utils/createCRMContact.js
View File

@ -2,7 +2,7 @@ const lookupContactByPhone = require('./lookupCRMContactByPhone')
const createContact = require('./createContact') const createContact = require('./createContact')
const loadCRM = require('./loadCRM') const loadCRM = require('./loadCRM')
async function createCRMContact(companyId, crmFirstName, crmPhone, crmEmail = '', crmLastName = '', dynamicBodyRequest = {}) { async function createCRMContact(companyId, crmFirstName, crmPhone, crmEmail = '', crmLastName = '',) {
const crmFiles = await loadCRM(companyId) const crmFiles = await loadCRM(companyId)
@ -14,7 +14,7 @@ async function createCRMContact(companyId, crmFirstName, crmPhone, crmEmail = ''
if (contact.exist) continue if (contact.exist) continue
await createContact(companyId, rest, authentication, crmPhone, crmFirstName, crmLastName, crmEmail, {}, dynamicBodyRequest) await createContact(companyId, rest, authentication, crmPhone, crmFirstName, crmLastName, crmEmail,)
} }

11
backend/utils/createContact.js
View File

@ -8,7 +8,7 @@ const CRM = require('../models/CRM')
const requestConfigHeader = require('./requestConfigHeader') const requestConfigHeader = require('./requestConfigHeader')
const sendMessageSocket = require('./sendMessageSocket') const sendMessageSocket = require('./sendMessageSocket')
async function createContact(companyId, rest, authentication, crmPhone, crmFirstName = 'Username', crmLastName = 'Last name', crmEmail = '', test = {}, dynamicBodyRequest = {}) { async function createContact(companyId, rest, authentication, crmPhone, crmFirstName = 'Username', crmLastName = 'Last name', crmEmail = '', test = {}) {
let { request, body, response } = findProperty(rest, 'createContactRecord') let { request, body, response } = findProperty(rest, 'createContactRecord')
const { requestContentType, requestEncoding, requestType, responseType, url } = request const { requestContentType, requestEncoding, requestType, responseType, url } = request
@ -42,7 +42,7 @@ async function createContact(companyId, rest, authentication, crmPhone, crmFirst
const { type, userName, passWord, token, crmClientId } = authentication const { type, userName, passWord, token, crmClientId } = authentication
//url, crmPhone, requestType, requestContentType, type, userName, passWord, token, crmClientId, data = '', ticketId = '', companyId //url, crmPhone, requestType, requestContentType, type, userName, passWord, token, crmClientId, data = '', ticketId = '', companyId
let config = await requestConfigHeader(url, crmPhone, requestType, requestContentType, type, userName, passWord, token, crmClientId, body, '', companyId) const config = await requestConfigHeader(url, crmPhone, requestType, requestContentType, type, userName, passWord, token, crmClientId, body, '', companyId)
if (test?.testing) { if (test?.testing) {
msg = `Tentanto criar contato de numero ${crmPhone} no crm` msg = `Tentanto criar contato de numero ${crmPhone} no crm`
@ -53,13 +53,6 @@ async function createContact(companyId, rest, authentication, crmPhone, crmFirst
console.log('CREATE CONTACT PAYLOAD: ', JSON.stringify(config, null, 6)) console.log('CREATE CONTACT PAYLOAD: ', JSON.stringify(config, null, 6))
console.log('#####################') console.log('#####################')
if (dynamicBodyRequest && Object.keys(dynamicBodyRequest) !== 0) {
config.data = { ...config.data, ...dynamicBodyRequest }
console.log('#####################')
console.log('CREATE CONTACT PAYLOAD UPDATED BY DYNAMIC BODY REQUEST: ', JSON.stringify(config, null, 6))
console.log('#####################')
}
let data let data
try { try {
let { data: _data } = await axios(config) let { data: _data } = await axios(config)