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3 Commits

Author SHA1 Message Date
adriano 2fed69eaee feat: salesforce get user by email 2025-06-13 08:16:16 -03:00
Eduxavier88 5b9a105b7b feat: Add solution to dont send email when the case is created 2025-05-07 09:19:54 -03:00
Eduxavier88 d121b2e199 feat(sfCase): improve generic case creation logic for IVR flow 2025-05-06 16:24:18 -03:00
4 changed files with 125 additions and 26 deletions

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@ -30,6 +30,7 @@ const redirectContactLinkCRM = require('../utils/redirectContactLinkCRM')
const sfcase = require('../utils/sfCase') const sfcase = require('../utils/sfCase')
const sfCaseUpdate = require('../utils/sfCaseUpdate') const sfCaseUpdate = require('../utils/sfCaseUpdate')
const removeZeroInicial = require('../utils/removeZeroInicial') const removeZeroInicial = require('../utils/removeZeroInicial')
const getSalesforceUser = require('../utils/getSalesforceUser')
const contactCreate = async (req, res) => { const contactCreate = async (req, res) => {
@ -169,11 +170,11 @@ const sfCreateCase = async (req, res) => {
const sfUpdateCase = async (req, res) => { const sfUpdateCase = async (req, res) => {
const { companyId, caseId, case: caseUpdate } = req.body const { companyId, caseId, agentEmail, case: caseUpdate } = req.body
mustContainProperties(req, ['companyId', 'caseId', 'case']) mustContainProperties(req, ['companyId', 'caseId', 'case'])
const resCaseUpdate = await sfCaseUpdate(companyId, caseId, caseUpdate) const resCaseUpdate = await sfCaseUpdate(companyId, caseId, caseUpdate, agentEmail)
if (resCaseUpdate) res.status(StatusCodes.OK).send() if (resCaseUpdate) res.status(StatusCodes.OK).send()

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@ -0,0 +1,39 @@
const axios = require('axios')
async function getSalesforceUser(token, email, url) {
try {
const parsedUrl = new URL(url);
const baseUrl = `${parsedUrl.protocol}//${parsedUrl.hostname}`;
const config = {
method: 'get',
url: `${baseUrl}/services/data/v59.0/query/?q=SELECT+Id+FROM+User+WHERE+Email='${email}'`,
headers: {
'Authorization': `Bearer ${token}`,
"Content-Type": "application/json"
}
}
const { data } = await axios(config)
return data
} catch (error) {
if (error.response) {
console.error('==================> getSalesforceUser Erro na resposta da API:', {
status: error.response.status,
data: error.response.data,
})
}
else if (error.request) {
console.error('==================> getSalesforceUser Nenhuma resposta recebida da API:', error.request)
}
else {
console.error('==================> getSalesforceUser Erro ao configurar a request:', error.message)
}
}
}
module.exports = getSalesforceUser

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@ -3,7 +3,30 @@ const lookupContactByPhone = require('./lookupCRMContactByPhone')
const findProperty = require('./findProperty') const findProperty = require('./findProperty')
const axios = require('axios') const axios = require('axios')
const requestConfigHeader = require('./requestConfigHeader') const requestConfigHeader = require('./requestConfigHeader')
const getSalesforceUser = require('./getSalesforceUser')
/**
* ===================== IMPLEMENTAÇÃO DA TASK: Criação de Caso Genérico via URA =====================
*
* Esta lógica foi implementada para atender à solicitação da cliente Suelen Araujo (Veste),
* permitindo que o sistema CRM crie casos automaticamente mesmo quando o telefone de origem
* da chamada recebida na URA não estiver vinculado a nenhuma conta (Account) no Salesforce.
*
* O que foi feito:
* - Ao receber uma chamada, o sistema busca Account e Contact pelo telefone informado.
* - Se encontrar uma Account (ID começa com '001'), inclui AccountId no payload do Case.
* - Se encontrar um Contact (ID começa com '003'), inclui ContactId no payload do Case.
* - Nunca envia um ID de Account no campo ContactId (evita erro de integridade).
* - Se não encontrar Account nem Contact, o caso é criado sem esses campos (caso genérico).
* - O restante do payload segue o template normalmente.
* - O comportamento padrão para outros fluxos/canais é mantido.
*
* Resultado:
* - O agente recebe o caso via OpenCTI, mesmo sem vínculo com Account.
* - O fluxo está 100% aderente à regra de negócio definida na task.
*
*
*/
async function sfcase(companyId, crmPhone) { async function sfcase(companyId, crmPhone) {
const crmFiles = await loadCRM(companyId) const crmFiles = await loadCRM(companyId)
@ -23,41 +46,44 @@ async function sfcase(companyId, crmPhone) {
let contact = await lookupContactByPhone(rest, authentication, crmPhone, companyId, {}, false) let contact = await lookupContactByPhone(rest, authentication, crmPhone, companyId, {}, false)
console.log('==========> contact: ', contact) console.log('==========> contact: ', contact)
if (contact?.exist) {
} else {
console.log('Nenhum contato encontrado para o telefone:', crmPhone);
}
if (!contact?.exist) { if (!contact?.exist) {
console.log('===============> ContactExist: ', JSON.stringify(contact, null, 6)) console.log('===============> ContactExist: ', JSON.stringify(contact, null, 6))
break // break; // Removido para permitir criação de caso genérico
} }
const { contactId, created, accountId } = contact const { contactId, created, accountId } = contact
let { request, body } = createCase let { request, body } = createCase
console.log("====> request: ", request)
console.log("====> body: ", body)
const { type, userName, passWord, token, crmClientId } = authentication const { type, userName, passWord, token, crmClientId } = authentication
const { requestContentType, requestEncoding, requestType, responseType, url } = request const { requestContentType, requestEncoding, requestType, responseType, url } = request
let config = await requestConfigHeader(url, crmPhone, requestType, requestContentType, type, userName, passWord, token, crmClientId, body, '', companyId) let config = await requestConfigHeader(url, crmPhone, requestType, requestContentType, type, userName, passWord, token, crmClientId, body, '', companyId)
console.log("====> config", config)
console.log("====> accountId: ", accountId, " | contactId: ", contactId)
const complementarInformations = {
AccountId: accountId // Montagem do payload: só adiciona AccountId/ContactId se existirem e forem do tipo correto
} let payload = { ...config.data };
if (!config?.data?.ContactId && !config?.data?.ContactId === "") { if (accountId && accountId.startsWith('001')) {
complementarInformations.ContactId = contactId payload.AccountId = accountId;
} }
if (accountId && contactId) if (contactId && contactId.startsWith('003')) {
config.data = { payload.ContactId = contactId;
...config.data, }
...complementarInformations config.data = payload;
}
console.log("====> create case request config: ", config) console.log("====> create case request config: ", config)
// Log do payload que será enviado ao Salesforce
console.log('Payload enviado para o Salesforce:', JSON.stringify(config.data, null, 2));
try { try {
const { data } = await axios(config) const { data } = await axios(config)

View File

@ -3,8 +3,10 @@ const lookupContactByPhone = require('./lookupCRMContactByPhone')
const findProperty = require('./findProperty') const findProperty = require('./findProperty')
const axios = require('axios') const axios = require('axios')
const requestConfigHeader = require('./requestConfigHeader') const requestConfigHeader = require('./requestConfigHeader')
const getSalesforceUser = require('./getSalesforceUser')
const { getAccessToken } = require('./oauth2')
async function sfCaseUpdate(companyId, caseId, caseUpdate) { async function sfCaseUpdate(companyId, caseId, caseUpdate, agentEmail = null) {
const crmFiles = await loadCRM(companyId) const crmFiles = await loadCRM(companyId)
@ -37,15 +39,46 @@ async function sfCaseUpdate(companyId, caseId, caseUpdate) {
} }
} }
console.log("========> agentEmail: ", agentEmail)
if (agentEmail) {
const accessToken = await getAccessToken(crmClientId, companyId)
let userData = await getSalesforceUser(accessToken, agentEmail, url)
console.log("========> userData: ", userData)
if (userData && userData?.records?.length > 0){
config.headers = {...config.headers, ...{"Sforce-Auto-Assign": false}}
config.data = { ...config.data, ...{ "OwnerId": userData.records[0].Id } }
}
}
try { try {
// console.log("=========== payload that will be send to update the case: ", JSON.stringify(config, null, 6))
const { data } = await axios(config) const { data } = await axios(config)
console.log('Data from case updated: ', JSON.stringify(data, null, 6)) console.log('=============> Data from case updated: ', JSON.stringify(data, null, 6))
return true return true
} catch (error) { } catch (error) {
console.log(`CASE UPDATED ERROR: `, error)
if (error.response) {
console.error('==================> sfCaseUpdate Erro na resposta da API:', {
status: error.response.status,
data: error.response.data,
})
}
else if (error.request) {
console.error('==================> sfCaseUpdate Nenhuma resposta recebida da API:', error.request)
}
else {
console.error('==================> sfCaseUpdate Erro ao configurar a request:', error.message)
}
} }
} }