Commit Graph
39 Commits
Author SHA1 Message Date
Joe Au-Yeung 8dda418127 feat: Salesforce skip ownership check if attendee email is a free domain (#17916)
* Add email domain array

* Create numbered email domain object

* Check email domain

* Rename function

* Add tests

* Frontend enable skip ownership check if free email domain

* Backend ignore adding ownership to return records if free email domain check is enabled

* feat: Only require confirmation for free email domains (#17917)

* Add requiresConfirmationForFreeEmail to db

* Add option to event type settings

* Get requiresConfirmationForFreeEmail for event type page

* Include requiresConfirmationForFreeEmail in fetching event type

* Pass bookerEmail to `getRequiresConfirmationFlags`

* Add free email domain check to `determineRequiresConfirmation`

* Add `requiresConfirmationForFreeEmail` to types

* Add severity to Watchlist table

* Add migration for watchlist severity

* Add `getEmailDomainInWatchlist` method to watchlist repository

* Use watchlist repository to check for free email domain

* Mock watchlist repository in test

* Update test

* Rename method

* Add severity to blocked list

* Move check free email domain to async

* Type checks

* Adjust for promise returned

* Fix tests

* Fix

* Fix tests
2024-12-18 15:02:42 +00:00
Udit Takkar 423b17a819 refactor: getContacts (#18137) 2024-12-16 10:17:59 -05:00
Joe Au-Yeung 13a90aba30 Fix logic (#18131) 2024-12-11 21:03:51 -07:00
Omar López 7ac7a14beb refactor: improved observability for Salesforce (#18125)
* refactor: better observability for Salesforce

* Update crmManager.ts

* Update CrmService.d.ts
2024-12-11 22:57:43 +00:00
Joe Au-YeungandUdit Takkar 2444598e38 Fuzzy search account website, fallback to contacts (#17989)
Co-authored-by: Udit Takkar <53316345+Udit-takkar@users.noreply.github.com>
2024-12-04 07:46:51 +00:00
Joe Au-Yeung f2efd6dc28 feat: Salesforce - send routing form responses to Salesforce (#17890) 2024-11-28 12:37:45 -07:00
Joe Au-Yeung f81716fbb2 feat: Salesforce - pass company booking response to the Lead field (#17860)
* Catch undefined app option properties

* Add `getCompanyNameFromBookingResponse` method

* Pass bookingResponse when Lead is being created

* Pass bookingResponse from CRMManager

* Handle empty company response

* Return the company value
2024-11-26 19:14:44 +00:00
Joe Au-Yeung 1490642260 feat: Record Salesforce ownership assignment (#17775) 2024-11-21 14:22:39 -07:00
Joe Au-Yeung 6cfe9ff88d feat: Salesforce: Write booking question values to attendee record in Salesforce [CAL-4731] (#17650) 2024-11-19 10:30:34 -07:00
Joe Au-Yeung 3589767099 feat: Salesforce when create contacts under an account if creating leads is chosen [CAL-4713] (#17630) 2024-11-14 10:29:21 -05:00
Joe Au-YeungandAlex van Andel 49333addc2 feat: Salesforce RR skip based on a user on a lookup field on an account (#17526)
* move types to types file

* Create salesforce routing form components

* Save salesforce data to routing form

* Fixes

* Add event type service

* Change commenting

* Pass data from routing form to CRM

* Init Salesforce routing form booking form handler

* Salesforce find user associated with lookup field

* Add looking up the contact owner

* If salesforce is disabled then don't change the Salesforce option

* Small refactor

* Refactor getting event type app metadata

* Refactor eventType service

* Type fix

* Clean up

* Add translations

Co-authored-by: Alex van Andel <emrysal@users.noreply.github.com>

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Co-authored-by: Alex van Andel <emrysal@users.noreply.github.com>
2024-11-12 01:09:30 +00:00
Joe Au-Yeung 8f92c9b884 fix: Logic fix in Salesforce no-show (#17516) 2024-11-06 16:49:31 +00:00
e07a28a2d1 feat: Salesforce - on booking write to fields on person record [CAL-4575] (#17477)
* Create data type

* Start FE component

* Rename and add new enums

* Add new schema for write on record options

* Add options on the frontend

* Backend write to custom fields

* refactor: Salesforce - on booking write to fields on person record (#17481)

* Add translations

* fix: type err

---------

Co-authored-by: Udit Takkar <53316345+Udit-takkar@users.noreply.github.com>
Co-authored-by: Udit Takkar <udit222001@gmail.com>
2024-11-06 08:20:52 +00:00
Joe Au-Yeung 9dd35c7ab3 feat: Salesforce only get active users (#17426)
* Add isActive boolean when querying owners

* Add conditional
2024-10-31 18:18:35 +00:00
Joe Au-Yeung 06f83e6d0d feat: Send Attendee No Show Data To Salesforce (#17423) 2024-10-31 16:39:58 +00:00
Joe Au-Yeung b8b270e4e5 feat: Prioritize Contacts Over Leads If They Exist [CAL-4640] (#17380) 2024-10-29 19:53:44 +00:00
Joe Au-Yeung 8605fb4518 feat: Salesforce change owner on booking [CAL-4641] (#17391)
* Let user set owner name to change

* Add backend logic

* Add message

* Type fixes
2024-10-29 14:03:35 -04:00
Joe Au-Yeung e6dbb19eff feat: Salesforce RR Skip Accounts - Match On Email Domain (#17350)
* If RR skip is set to account, match on email domain of existing contacts

* Revert changes on main merge

* Refactor
2024-10-28 13:54:32 -04:00
62d162f001 fix: Salesforce if contact was created don't create new lead as well (#17299)
* fix: salesforce event creation duplicate error

* chore: message

* If contact was created, don't create a new lead

* Add boolean for no accountId

* Remove debug artifact

---------

Co-authored-by: Udit Takkar <udit222001@gmail.com>
Co-authored-by: Alex van Andel <me@alexvanandel.com>
Co-authored-by: Bailey Pumfleet <bailey@pumfleet.co.uk>
2024-10-24 19:27:08 +00:00
Udit Takkar ca5b83f876 fix: salesforce event creation duplicate error (#17292)
* fix: salesforce event creation duplicate error

* chore: message
2024-10-24 17:11:12 +00:00
Joe Au-Yeung 817d8738a9 feat: Salesforce - on booking, write to custom fields [CAL-4570] (#17257)
* Save and enable custom fields

* Write to custom fields on booking

* Add validations
2024-10-24 03:07:13 +00:00
Joe Au-Yeung 700f0aeb35 fix: Salesforce - Check for existing lead when "Account" is set (#17254) 2024-10-22 19:36:39 +00:00
Joe Au-YeungandUdit Takkar b1d9e2b84c feat: Salesforce choose how to save attendees & other options (#17009)
* Refactor get SF user and create event

* Add new Salesforce options

* Pass app options to CrmService

* Add record enum

* Add creating new lead and contact under an account

* Handle if the contact already exists but not connected to account

* Create a lead if an account doesn't exist

* Merge fix

* Refactor - add generateCreateRecordBody

* Type fix

* Clean up

* Add getAppOptions to other CRM services

* Type fixes

* Fix typo

* feat: Salesforce round robin skip - choose which entity to search on (#17038)

* Add option to search which entity for the owner

* Add logic to search entity for skipping RR assignment

* Type fixes

* Disable license

* Skip license check in component

* Revert license changes

---------

Co-authored-by: Udit Takkar <53316345+Udit-takkar@users.noreply.github.com>
2024-10-12 10:02:27 +00:00
Joe Au-YeungandBenny Joo e77a2f6963 fix: Salesforce assign event to organizer (#16971)
* Refactor get SF user and create event

* address code nit

---------

Co-authored-by: Benny Joo <sldisek783@gmail.com>
2024-10-08 14:06:51 +00:00
Joe Au-Yeung 62d579d03d Default to connected Salesforce account as owner (#16747) 2024-09-20 15:27:05 +00:00
625a7ec180 refactor: Introduce crmManager (#14272)
* fix timezone display on booking page to reflect event availability timezone

* migrate fetching event owner's schedule to server side

* migrate fetching event owner's schedule to server side

* fix e2e test errors

* Add WEBAPP_URL_FOR_OAUTH to salesforce auth

* In event manager constructor include "_crm" credentials as calendar creds

* Change crm apps to type to end with `_crm`

* Move sendgrid out of CRM

* Add zoho bigin to CRM apps

* When getting apps, use slug

* Add `crm` variants

* Hubspot Oauth use `WEBAPP_URL_FOR_OAUTH`

* Refactor creating credentials

* Fix empty CRM page

* Use credentials with `_crm`

* Abstract getAppCategoryTitle

* Add integration.handler changes

* Init crmManager

* Change salesforce to CrmService

* Create crmManager

* Create contact on new event

* Create event

* Create new CRM reference

* - Fix create new contact for salesforce
- Add reschedule to crmManager

* Create deleteAllCRMEvents

* When searching for credential, look for current credentials in class

* On cancel, delete 3rd party events

* Add delete method

* Type fix

* Type fix

* Convert Close.com to CrmService

* Convert Close.com to CrmService

* Move hubspot to CrmService

* Convert Pipedrive to CrmService

* Rename classes to CrmService

* Move ZohoCrm to CrmService

* Move Bigin to CrmService

* Type return for CrmServices

* Fix type errors

* Close.com create leads and contacts

* Fix tests

* Type fix

* Zoho bug fixes

* Clean up

* Type fixes

* Remove apiDeletes

* Type fixes

* Specific typing

* Type fix

* Type fix

* Type fix

* Type fix

* Type fix

* feat: Enable CRM apps on a per event type basis (#14450)

* Add Salesforce to be an event type app

* Handle new booking, only get enabled CRM credentials

* Abstract generating search params

* Add close.com to event type

* Clean up

* Move hubspot to event type

* Add pipedrive to event type

* Add zoho bigin to event type

* Add zoho crm to event type

* Remove console.log

* Add deleting CRM apps from event type

* Delete event type apps

* Fix deleting credentials

* Add CRM app data to event type metadata

* Backwards compatibility: add CRM credential if doesn't exist on event type

* Don't include user CRM credentials for backwards comp

* Backwards compatibility show CRM app is enabled and dirty field

* Clean up

* Type fixes

* Type fixes

* Type fix

* Type fix

* Remove console.log

* Test fix

* Upgrade embed-react vite version - dev

* Change build can't find error message

* Add back omni install prop

* Clean up

* Refactor `writeAppDataToEventType`

* Use eventType repository in writeAppDataToEventType

* Clean up old comments

* Add error logging

* createCRMEvents pass event uid as created event uid

* Use `getUid`

* Clean up props in create crm event

* Small changes to `crmManager`

* Fix zoho CRM

* refactor crmManager

* Undo vite config change

* Fix teamId query

* Fix bigin error

* Remove need for `writeAppDataToEventType`

* Add `getAllCredentials` test

* Add crmManager tests

* Type fixes

* Fix type errors

* Fix getAllCredentials test

* Fix tests

* Skip CRM manager tests for now

* feat: Skip RR Assignment if Contact Exists In Salesforce (#14556)

Co-authored-by: CarinaWolli <wollencarina@gmail.com>

* Update yarn.lock

* @zomars feedback - use new URL for state params

* fix: update hook to not produce enabled === undefined

* fix: update app card interfaces to use the new enabled from useIsAppEnabled

* fix: feedback for crm RR skip (#15160)

* code clean up

* fix type any

* test setup for RR lead skip

* code clean up

* simplify code

* type error

* finshed first test for RR lead skip

* add seconds test

* add test for handleNewBooking

* test if teamMember is set

* fix missing enabled key

* fix tests

* fix type error

* use setSystemTime instead of getDate

* remove nested if

---------

Co-authored-by: CarinaWolli <wollencarina@gmail.com>

* fix type error

* fix: remove app metadata from all eventTypes on deleting the app

* fix: update hook to not produce enabled === undefined (default to false)

---------

Co-authored-by: Shaik-Sirajuddin <sirajuddinshaik30gmail.com>
Co-authored-by: Shaik-Sirajuddin <sirajudddinshaik30@gmail.com>
Co-authored-by: Shaik-Sirajuddin <89742297+Shaik-Sirajuddin@users.noreply.github.com>
Co-authored-by: sean-brydon <55134778+sean-brydon@users.noreply.github.com>
Co-authored-by: Omar López <zomars@me.com>
Co-authored-by: CarinaWolli <wollencarina@gmail.com>
Co-authored-by: sean-brydon <sean@cal.com>
Co-authored-by: Carina Wollendorfer <30310907+CarinaWolli@users.noreply.github.com>
Co-authored-by: Somay Chauhan <somaychauhan98@gmail.com>
2024-05-31 13:54:52 +00:00
Benny Jooandzomars 63416d4f33 chore: update tslog from 3.2.1 to 4.9.2 (#11717)
Co-authored-by: zomars <zomars@me.com>
2023-10-17 19:00:48 +00:00
Daniel Roe 833fe7c7b7 fix(prisma): don't declare prisma as a global object and explicitly import it (#11839) 2023-10-11 23:53:54 +01:00
3e08c66888 refactor: Use template literal instead of '+' operator (#11444)
Co-authored-by: Peer Richelsen <peeroke@gmail.com>
Co-authored-by: zomars <zomars@me.com>
2023-10-03 11:52:19 -07:00
Alex van Andel 1d4eeab33e fix: Salesforce by wrapping the refresh logic in a try/catch (#11508) 2023-09-25 11:33:53 +00:00
Joe Au-Yeung 5ee962948f feat: Readd app syncing (#11453)
* Revert "Revert "feat: Sync app credentials between Cal.com & self-hosted plat… (#11450)"

This reverts commit 2565d0915a.

* Add typing to `parseRefreshTokenResponse`

* Add typing

* Return safeParse data

* Type fix and refactor in Zoom
2023-09-20 19:01:54 +01:00
Omar López 2565d0915a Revert "feat: Sync app credentials between Cal.com & self-hosted plat… (#11450) 2023-09-19 14:45:16 -07:00
824145b0e2 feat: Sync app credentials between Cal.com & self-hosted platforms (#11059)
* Add credential sync .env variables

* Add webhook to send app credentials

* Upsert credentials when webhook called

* Refresh oauth token from a specific endpoint

* Pass appSlug

* Add credential encryption

* Move oauth helps into a folder

* Create parse token response wrapper

* Add OAuth helpers to apps

* Clean up

* Refactor `appDirName` to `appSlug`

* Address feedback

* Change to safe parse

* Remove console.log

---------

Co-authored-by: Syed Ali Shahbaz <52925846+alishaz-polymath@users.noreply.github.com>
Co-authored-by: Omar López <zomars@me.com>
2023-09-19 20:46:50 +00:00
Leo Giovanetti 7154349e9e fix: org username check for dynamic and signup (#11390) 2023-09-15 13:06:56 -03:00
Joe Au-YeungandLeo Giovanetti 267422a1f4 fix: Enable Salesforce & CRMs for teams & orgs [CAL-2116] (#9973)
Co-authored-by: Leo Giovanetti <hello@leog.me>
2023-07-11 13:11:21 +05:30
2dbc73c75b chore: fix all Typescript warnings (#8618)
* [CAL-1517] fix all Typescript warnings

* solve conflicts

* Update stripeCheckoutSession.handler.ts

Parse is a guard, so even though the variable is unused the parse itself is needed.

* Update ToolbarPlugin.tsx

Don't change dependency tree

---------

Co-authored-by: gitstart-calcom <gitstart@users.noreply.github.com>
Co-authored-by: Peer Richelsen <peeroke@gmail.com>
Co-authored-by: Alex van Andel <me@alexvanandel.com>
2023-06-06 11:59:57 +00:00
Omar López 7c749299bb Enforces explicit type imports (#7158)
* Enforces explicit type imports

* Upgrades typescript-eslint

* Upgrades eslint related dependencies

* Update config

* Sync packages mismatches

* Syncs prettier version

* Linting

* Relocks node version

* Fixes

* Locks @vitejs/plugin-react to 1.3.2

* Linting
2023-02-16 15:39:57 -07:00
Ben Lam 7a6e7c2f1d Removed unused variables (#6704) (#6750) 2023-01-31 22:29:24 +00:00
a36b46bd81 Feat/salesforce app (#5649)
* WIP

* warnings and errors, and working app

* Refresh token now usable

* Correcting env.appStore.example

* Reverting changes that will come from Sendgrid App PR

* Resetting with main

* Renaming all othercalendars

* Fixing types

* Renaming leftovers

* More renaming stuff

* Format readme

* Adds prettier override for website wordlist

* Omit salesforce app in this PR

* Revert "Omit salesforce app in this PR"

This reverts commit 22c09fe53578fc37293027ef3667e1bdf2d6c6e7.

* Update yarn.lock

Co-authored-by: Leo Giovanetti <hello@leog.me>
Co-authored-by: Peer Richelsen <peeroke@gmail.com>
Co-authored-by: kodiakhq[bot] <49736102+kodiakhq[bot]@users.noreply.github.com>
2022-11-22 20:10:31 -03:00