Fix sms/call log sync to deal(add search filter)

Author: zxdong262

package.json

@@ -1,6 +1,6 @@
 {
   "name": "pipedrive-embeddable-ringcentral-phone-spa",
-  "version": "1.3.14",
+  "version": "1.3.15",
   "description": "Add RingCentral Embeddable Voice widgets to Pipedrive",
   "keywords": [
     "RingCentral",

src/features/call-log-sync-to-deal.js

@@ -2,11 +2,11 @@
  * sync call log to deal
  */
 
-import fetch from 'ringcentral-embeddable-extension-common/src/common/fetch'
+// import fetch from 'ringcentral-embeddable-extension-common/src/common/fetch'
 import {
   host, notify
 } from 'ringcentral-embeddable-extension-common/src/common/helpers'
-import { getSessionToken } from './common'
+// import { getSessionToken } from './common'
 import extLinkSvg from 'ringcentral-embeddable-extension-common/src/common/link-external.svg'
 import { thirdPartyConfigs } from 'ringcentral-embeddable-extension-common/src/common/app-config'
 import { searchByPersonId } from './deals'
@@ -44,45 +44,44 @@ export function notifySyncSuccess ({
   notify(msg, type, 9000)
 }
 
-export async function getDeals () {
-  let token = getSessionToken()
-  let url = `${host}/api/v1/pipelines/1/deals?limit=500&start=0&get_summary=0&totals_convert_currency=default_currency&session_token=${token}&strict_mode=true&status=open`
-  let res = await fetch.get(url)
-  let success = res && res.data
-  return success || []
-}
+// async function getDeals () {
+//   let token = getSessionToken()
+//   let url = `${host}/api/v1/pipelines/1/deals?limit=500&start=0&get_summary=0&totals_convert_currency=default_currency&session_token=${token}&strict_mode=true&status=open`
+//   let res = await fetch.get(url)
+//   let success = res && res.data
+//   return success || []
+// }
 
-async function syncToDeal (form, deal) {
-  let token = getSessionToken()
-  let url = `${host}/api/v1/activities?session_token=${token}&strict_mode=true`
-  let data = {
-    ...form,
-    deal_id: deal.id
-  }
-  delete data.person_id
-  // data.participants = []
-  // data.person_id = ''
-  let res = await fetch.post(url, data)
-  let success = res && res.data
-  if (success) {
-    notifySyncSuccess({ id: form.person_id, logType: form.subject })
-  } else {
-    notify('call log sync to deals failed', 'warn')
-    console.log('call log sync to deals failed')
-  }
-}
+// async function syncToDeal (form, deal) {
+//   let token = getSessionToken()
+//   let url = `${host}/api/v1/activities?session_token=${token}&strict_mode=true`
+//   let data = {
+//     ...form,
+//     deal_id: deal.id
+//   }
+//   delete data.person_id
+//   // data.participants = []
+//   // data.person_id = ''
+//   let res = await fetch.post(url, data)
+//   let success = res && res.data
+//   if (success) {
+//     notifySyncSuccess({ id: form.person_id, logType: form.subject })
+//   } else {
+//     notify('call log sync to deals failed', 'warn')
+//     console.log('call log sync to deals failed')
+//   }
+// }
 
-export async function syncToDeals (form) {
-  let deals = await searchByPersonId(form.person_id)
-  for (let deal of deals) {
-    await syncToDeal(form, deal)
-  }
-  return deals.length
-}
+// async function syncToDeals (form) {
+//   let deals = await searchByPersonId(form.person_id)
+//   for (let deal of deals) {
+//     await syncToDeal(form, deal)
+//   }
+//   return deals.length
+// }
 
-export async function getDealId (form) {
-  let deals = await searchByPersonId(form.person_id)
+export async function getDealId (contact) {
+  let deals = await searchByPersonId(contact)
   return deals
-    .filter(d => d && d.person_id && d.person_id.toString() === form.person_id.toString())
     .map(d => d.id)[0]
 }

src/features/call-log-sync.js

@@ -206,7 +206,7 @@ async function doSyncOne (contact, body, formData) {
     notification_language_id: 1,
     assigned_to_user_id: userId
   }
-  let dealId = await getDealId(bd)
+  let dealId = await getDealId(contact)
   if (dealId) {
     bd.deal_id = dealId
   }

src/features/deals.js

@@ -9,6 +9,7 @@ import {
 import fetch from 'ringcentral-embeddable-extension-common/src/common/fetch'
 // import { thirdPartyConfigs } from 'ringcentral-embeddable-extension-common/src/common/app-config'
 import _ from 'lodash'
+import { addFilter, delFilter } from './filter'
 // import * as ls from 'ringcentral-embeddable-extension-common/src/common/ls'
 // import {
 //   connection
@@ -122,9 +123,13 @@ import _ from 'lodash'
 //   })
 // }
 
-export async function searchByPersonId (personId) {
+export async function searchByPersonId (contact) {
   let token = getSessionToken()
-  const res = await getDeals(token, 0, personId)
+  const filterId = await addFilter(contact)
+  const res = await getDeals(token, 0, contact.id, filterId)
+  if (filterId) {
+    await delFilter(filterId)
+  }
   if (!res || !res.data) {
     return []
   }
@@ -150,8 +155,8 @@ export async function searchByPersonId (personId) {
 //   })
 // }
 
-function getDeals (token, start, userId = '') {
-  let url = `${host}/v1/deals?limit=500&person_id=${userId}&start=${start}&get_summary=0&totals_convert_currency=default_currency&session_token=${token}&strict_mode=true&status=open&sort=update_time%20ASC`
+function getDeals (token, start, userId = '', filterId = '') {
+  let url = `${host}/v1/deals?limit=500&person_id=${userId}&start=${start}&get_summary=0&totals_convert_currency=default_currency&session_token=${token}&strict_mode=true&status=open&sort=update_time%20ASC&filter_id=${filterId}`
   return fetch.get(url)
 }
 

src/features/filter.js

@@ -0,0 +1,53 @@
+/**
+ * filter add/del
+ */
+
+import { getSessionToken } from './common'
+import {
+  host // ,
+  // createElementFromHTML
+} from 'ringcentral-embeddable-extension-common/src/common/helpers'
+import fetch from 'ringcentral-embeddable-extension-common/src/common/fetch'
+import getFieldId from './person-fields'
+
+export async function addFilter (contact) {
+  const token = getSessionToken()
+  const fid = await getFieldId()
+  const url = `${host}/api/v1/filters?session_token=${token}&strict_mode=true`
+  const res = await fetch.post(url, {
+    name: 'temp filter, please delete',
+    type: 'deals',
+    visible_to: '1',
+    conditions: {
+      glue: 'and',
+      conditions: [
+        {
+          glue: 'and',
+          conditions: [
+            {
+              object: 'person',
+              field_id: fid,
+              operator: '=',
+              value: contact.emails[0],
+              extra_value: null
+            }
+          ]
+        },
+        {
+          glue: 'or',
+          conditions: [
+          ]
+        }
+      ]
+    }
+  })
+  if (res && res.data) {
+    return res.data.id
+  }
+}
+
+export async function delFilter (id) {
+  const token = getSessionToken()
+  const url = `${host}/api/v1/filters/${id}?session_token=${token}&strict_mode=true&active_flag=false`
+  await fetch.delete(url)
+}