feat: Salesforce change owner on booking [CAL-4641] (#17391)

* Let user set owner name to change

* Add backend logic

* Add message

* Type fixes

apps/web/public/static/locales/en/common.json

@@ -2720,5 +2720,6 @@
   "attendee_timezone_info": "Attendee Timezone",
   "event_start_time_in_attendee_timezone_info": "Event Start Time In Attendee Timezone",
   "event_end_time_in_attendee_timezone_info": "Event End Time In Attendee Timezone",
+  "salesforce_owner_name_to_change": "Owner name to change",
   "ADD_NEW_STRINGS_ABOVE_THIS_LINE_TO_PREVENT_MERGE_CONFLICTS": "↑↑↑↑↑↑↑↑↑↑↑↑↑ Add your new strings above here ↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑"
 }

packages/app-store/salesforce/components/EventTypeAppCardInterface.tsx

@@ -27,6 +27,8 @@ const EventTypeAppCard: EventTypeAppCardComponent = function EventTypeAppCard({
   const createEventOn = getAppData("createEventOn") ?? SalesforceRecordEnum.CONTACT;
   const onBookingWriteToEventObject = getAppData("onBookingWriteToEventObject") ?? false;
   const onBookingWriteToEventObjectMap = getAppData("onBookingWriteToEventObjectMap") ?? {};
+  const onBookingChangeRecordOwner = getAppData("onBookingChangeRecordOwner") ?? false;
+  const onBookingChangeRecordOwnerName = getAppData("onBookingChangeRecordOwnerName") ?? [];
   const { t } = useLocale();
 
   const recordOptions = [
@@ -208,6 +210,26 @@ const EventTypeAppCard: EventTypeAppCardComponent = function EventTypeAppCard({
           ) : null}
         </div>
 
+        <div className="mt-4">
+          <Switch
+            label="Change record owner on booking"
+            labelOnLeading
+            checked={onBookingChangeRecordOwner}
+            onCheckedChange={(checked) => {
+              setAppData("onBookingChangeRecordOwner", checked);
+            }}
+          />
+        </div>
+        {onBookingChangeRecordOwner ? (
+          <div className="ml-2 mt-2">
+            <p className="mb-2">{t("salesforce_owner_name_to_change")}</p>
+            <InputField
+              value={onBookingChangeRecordOwnerName}
+              onChange={(e) => setAppData("onBookingChangeRecordOwnerName", e.target.value)}
+            />
+          </div>
+        ) : null}
+
         {eventType.schedulingType === SchedulingType.ROUND_ROBIN ? (
           <div className="mt-4">
             <Switch

packages/app-store/salesforce/lib/CrmService.ts

@@ -137,7 +137,7 @@ export default class SalesforceCRMService implements CRM {
 
   private getSalesforceUserFromOwnerId = async (ownerId: string) => {
     const conn = await this.conn;
-    return await conn.query(`SELECT Id, Email FROM User WHERE Id = '${ownerId}'`);
+    return await conn.query(`SELECT Id, Email, Name FROM User WHERE Id = '${ownerId}'`);
   };
 
   private getSalesforceEventBody = (event: CalendarEvent): string => {
@@ -153,7 +153,6 @@ export default class SalesforceCRMService implements CRM {
     options: { [key: string]: unknown }
   ) => {
     const conn = await this.conn;
-    const ownerId = await this.getSalesforceUserIdFromEmail(event.organizer.email);
 
     return await conn.sobject("Event").create({
       StartDateTime: new Date(event.startTime).toISOString(),
@@ -166,7 +165,6 @@ export default class SalesforceCRMService implements CRM {
         IsRecurrence2: true,
         Recurrence2PatternText: new RRule(event.recurringEvent).toString(),
       }),
-      ...(ownerId && { OwnerId: ownerId }),
     });
   };
 
@@ -188,9 +186,12 @@ export default class SalesforceCRMService implements CRM {
       confirmedCustomFieldInputs[field] = appOptions.onBookingWriteToEventObjectMap[field];
     }
 
+    const ownerId = await this.getSalesforceUserIdFromEmail(event.organizer.email);
+
     const createdEvent = await this.salesforceCreateEventApiCall(event, {
       EventWhoIds: contacts.map((contact) => contact.id),
       ...confirmedCustomFieldInputs,
+      ...(ownerId && { OwnerId: ownerId }),
     }).catch(async (reason) => {
       if (reason === sfApiErrors.INVALID_EVENTWHOIDS) {
         this.calWarnings.push(
@@ -207,6 +208,10 @@ export default class SalesforceCRMService implements CRM {
         return Promise.reject();
       }
     });
+    // Check to see if we also need to change the record owner
+    if (appOptions.onBookingChangeRecordOwner && appOptions.onBookingChangeRecordOwnerName && ownerId) {
+      await this.checkRecordOwnerNameFromRecordId(contacts[0].id, ownerId);
+    }
     return createdEvent;
   };
 
@@ -573,6 +578,35 @@ export default class SalesforceCRMService implements CRM {
     }
   }
 
+  private async checkRecordOwnerNameFromRecordId(id: string, newOwnerId: string) {
+    const conn = await this.conn;
+    const appOptions = this.getAppOptions();
+
+    // Get the associated record that the event was created on
+    const recordQuery = (await conn.query(
+      `SELECT OwnerId FROM ${appOptions?.createEventOn} WHERE Id = '${id}'`
+    )) as { records: { OwnerId: string }[] };
+
+    if (!recordQuery || !recordQuery.records.length) return;
+
+    const ownerId = recordQuery.records[0].OwnerId;
+
+    const ownerQuery = await this.getSalesforceUserFromOwnerId(ownerId);
+
+    if (!ownerQuery || !ownerQuery.records.length) return;
+
+    const owner = ownerQuery.records[0] as { Name: string };
+
+    // Check that the owner name matches the names where we need to change the organizer
+    if (appOptions?.onBookingChangeRecordOwnerName.includes(owner.Name)) {
+      await conn.sobject(appOptions?.createEventOn).update({
+        // First field is there WHERE statement
+        Id: id,
+        OwnerId: newOwnerId,
+      });
+    }
+  }
+
   private async getAccountIdBasedOnEmailDomainOfContacts(email: string) {
     const conn = await this.conn;
     const emailDomain = email.split("@")[1];

packages/app-store/salesforce/zod.ts

@@ -15,6 +15,8 @@ export const appDataSchema = eventTypeAppCardZod.extend({
   createLeadIfAccountNull: z.boolean().optional(),
   onBookingWriteToEventObject: z.boolean().optional(),
   onBookingWriteToEventObjectMap: z.record(z.any()).optional(),
+  onBookingChangeRecordOwner: z.boolean().optional(),
+  onBookingChangeRecordOwnerName: z.string().optional(),
 });
 
 export const appKeysSchema = z.object({