Contact match

src/adapters/clio/index.js

@@ -193,6 +193,66 @@ async function findContact({ user, authHeader, phoneNumber, overridingFormat })
     };
 }
 
+async function findContactWithName({ user, authHeader, name }) {
+    const matchedContactInfo = [];
+    const personInfo = await axios.get(`https://${user.hostname}/api/v4/contacts.json?type=Person&query=${name}&fields=id,name,title,company,primary_phone_number`, {
+        headers: { 'Authorization': authHeader }
+    });
+    extraDataTracking = {
+        ratelimitRemaining: personInfo.headers['x-ratelimit-remaining'],
+        ratelimitAmount: personInfo.headers['x-ratelimit-limit'],
+        ratelimitReset: personInfo.headers['x-ratelimit-reset']
+    };
+    if (personInfo.data.data.length > 0) {
+        for (var result of personInfo.data.data) {
+            const matterInfo = await axios.get(
+                `https://${user.hostname}/api/v4/matters.json?client_id=${result.id}&fields=id,display_number,description,status`,
+                {
+                    headers: { 'Authorization': authHeader }
+                });
+            let matters = matterInfo.data.data.length > 0 ? matterInfo.data.data.map(m => { return { const: m.id, title: m.display_number, description: m.description, status: m.status } }) : null;
+            matters = matters?.filter(m => m.status !== 'Closed');
+            let associatedMatterInfo = await axios.get(
+                `https://${user.hostname}/api/v4/relationships.json?contact_id=${result.id}&fields=matter{id,display_number,description,status}`,
+                {
+                    headers: { 'Authorization': authHeader }
+                });
+            extraDataTracking = {
+                ratelimitRemaining: associatedMatterInfo.headers['x-ratelimit-remaining'],
+                ratelimitAmount: associatedMatterInfo.headers['x-ratelimit-limit'],
+                ratelimitReset: associatedMatterInfo.headers['x-ratelimit-reset']
+            };
+            let associatedMatters = associatedMatterInfo.data.data.length > 0 ? associatedMatterInfo.data.data.map(m => { return { const: m.matter.id, title: m.matter.display_number, description: m.matter.description, status: m.matter.status } }) : null;
+            associatedMatters = associatedMatters?.filter(m => m.status !== 'Closed');
+            let returnedMatters = [];
+            returnedMatters = returnedMatters.concat(matters ?? []);
+            returnedMatters = returnedMatters.concat(associatedMatters ?? []);
+            matchedContactInfo.push({
+                id: result.id,
+                name: result.name,
+                title: result.title ?? "",
+                type: 'contact',
+                company: result.company?.name ?? "",
+                phone: result.primary_phone_number ?? "",
+                additionalInfo: returnedMatters.length > 0 ?
+                    {
+                        matters: returnedMatters,
+                        logTimeEntry: user.userSettings?.clioDefaultTimeEntryTick ?? true,
+                        nonBillable: user.userSettings?.clioDefaultNonBillableTick ?? false
+                    } :
+                    {
+                        logTimeEntry: user.userSettings?.clioDefaultTimeEntryTick ?? true
+                    }
+            })
+        }
+    }
+
+    return {
+        successful: true,
+        matchedContactInfo
+    }
+}
+
 async function createContact({ user, authHeader, phoneNumber, newContactName }) {
     let extraDataTracking = {};
     const personInfo = await axios.post(
@@ -744,7 +804,6 @@ function upsertTranscript({ body, transcript }) {
     }
     return body;
 }
-
 exports.getAuthType = getAuthType;
 exports.getOauthInfo = getOauthInfo;
 exports.getUserInfo = getUserInfo;
@@ -756,4 +815,5 @@ exports.createMessageLog = createMessageLog;
 exports.updateMessageLog = updateMessageLog;
 exports.findContact = findContact;
 exports.createContact = createContact;
-exports.unAuthorize = unAuthorize;
+exports.unAuthorize = unAuthorize;
+exports.findContactWithName = findContactWithName;

src/adapters/manifest.json

@@ -691,7 +691,8 @@
                             "required": true
                         }
                     ]
-                }
+                },
+                "useContactSearch": true
             },
             "embeddedOnCrmPage": {
                 "welcomePage": {
@@ -1752,7 +1753,8 @@
                             "required": true
                         }
                     ]
-                }
+                },
+                "useContactSearch": true
             }
         },
         "googleSheets": {

src/adapters/netsuite/index.js

@@ -222,7 +222,7 @@ async function upsertCallDisposition({ user, existingCallLog, authHeader, dispos
     }
 }
 async function findContact({ user, authHeader, phoneNumber, overridingFormat }) {
-    //  const requestStartTime = new Date().getTime();
+    // const requestStartTime = new Date().getTime();
     try {
         const phoneNumberObj = parsePhoneNumber(phoneNumber.replace(' ', '+'));
         const phoneNumberWithoutCountryCode = phoneNumberObj.number.significant;
@@ -344,6 +344,13 @@ async function findContact({ user, authHeader, phoneNumber, overridingFormat })
             additionalInfo: null,
             isNewContact: true
         });
+        //Enable this after testing
+        // matchedContactInfo.push({
+        //     id: 'searchContact',
+        //     name: 'Search NetSuite',
+        //     additionalInfo: null,
+        //     isFindContact: true
+        // });
         // const requestEndTime = new Date().getTime();
         // console.log({ message: "Time taken to find contact", time: (requestEndTime - requestStartTime) / 1000 });
         return {
@@ -376,8 +383,94 @@ async function findContact({ user, authHeader, phoneNumber, overridingFormat })
         }
     }
 }
+async function findContactWithName({ user, authHeader, name }) {
+    const matchedContactInfo = [];
+    const contactSearch = user.userSettings?.contactsSearchId?.value ?? [];
+    if (contactSearch.length === 0) {
+        contactSearch.push('contact', 'customer');
+    }
+    const { enableSalesOrderLogging = false } = user.userSettings;
+    // const contactQuery = `SELECT id,firstName,middleName,lastName,entitytitle,phone FROM contact WHERE firstname ='${name}' OR lastname ='${name}' OR (firstname || ' ' || lastname) ='${name}'`;
+    const contactQuery = `SELECT * FROM contact WHERE LOWER(firstname) =LOWER('${name}') OR LOWER(lastname) =LOWER('${name}') OR LOWER(entitytitle) =LOWER('${name}')`;
+    const customerQuery = `SELECT * FROM customer WHERE LOWER(firstname) =LOWER('${name}') OR LOWER(lastname) =LOWER('${name}') OR LOWER(entitytitle) =LOWER('${name}')`;
+    if (contactSearch.includes('contact')) {
+        const personInfo = await axios.post(
+            `https://${user.hostname.split(".")[0]}.suitetalk.api.netsuite.com/services/rest/query/v1/suiteql`,
+            {
+                q: contactQuery
+            },
+            {
+                headers: { 'Authorization': authHeader, 'Content-Type': 'application/json', 'Prefer': 'transient' }
+            });
+        if (personInfo.data.items.length > 0) {
+            for (var result of personInfo.data.items) {
+                let firstName = result.firstname ?? '';
+                let middleName = result.middlename ?? '';
+                let lastName = result.lastname ?? '';
+                const contactName = (firstName + middleName + lastName).length > 0 ? `${firstName} ${middleName} ${lastName}` : result.entitytitle;
+                matchedContactInfo.push({
+                    id: result.id,
+                    name: contactName,
+                    phone: result.phone ?? '',
+                    homephone: result.homephone ?? '',
+                    mobilephone: result.mobilephone ?? '',
+                    officephone: result.officephone ?? '',
+                    additionalInfo: null,
+                    type: 'contact'
+                })
+            }
+        }
+    }
+    if (contactSearch.includes('customer')) {
+        const customerInfo = await axios.post(
+            `https://${user.hostname.split(".")[0]}.suitetalk.api.netsuite.com/services/rest/query/v1/suiteql`,
+            {
+                q: customerQuery
+            },
+            {
+                headers: { 'Authorization': authHeader, 'Content-Type': 'application/json', 'Prefer': 'transient' }
+            });
+        if (customerInfo.data.items.length > 0) {
+            for (const result of customerInfo.data.items) {
+                let salesOrders = [];
+                try {
+                    if (enableSalesOrderLogging.value) {
+                        const salesOrderResponse = await findSalesOrdersAgainstContact({ user, authHeader, contactId: result.id });
+                        for (const salesOrder of salesOrderResponse?.data?.items) {
+                            salesOrders.push({
+                                const: salesOrder?.id,
+                                title: salesOrder?.trandisplayname
+                            });
+                        }
+                    }
+                } catch (e) {
+                    console.log({ message: "Error in SalesOrder search" });
+                }
+                let firstName = result.firstname ?? '';
+                let middleName = result.middlename ?? '';
+                let lastName = result.lastname ?? '';
+                const customerName = (firstName + middleName + lastName).length > 0 ? `${firstName} ${middleName} ${lastName}` : result.entitytitle;
+                matchedContactInfo.push({
+                    id: result.id,
+                    name: customerName,
+                    phone: result.phone ?? '',
+                    homephone: result.homephone ?? '',
+                    mobilephone: result.mobilephone ?? '',
+                    altphone: result.altphone ?? '',
+                    additionalInfo: salesOrders.length > 0 ? { salesorder: salesOrders } : {},
+                    type: 'custjob'
+                })
+            }
+        }
+    }
+    return {
+        successful: true,
+        matchedContactInfo
+    }
+}
 
 async function createCallLog({ user, contactInfo, authHeader, callLog, note, additionalSubmission, aiNote, transcript }) {
+    console.log({ Duration: callLog.duration });
     try {
         const title = callLog.customSubject ?? `${callLog.direction} Call ${callLog.direction === 'Outbound' ? 'to' : 'from'} ${contactInfo.name}`;
         const oneWorldEnabled = user?.platformAdditionalInfo?.oneWorldEnabled;
@@ -1234,4 +1327,5 @@ exports.updateMessageLog = updateMessageLog;
 exports.findContact = findContact;
 exports.createContact = createContact;
 exports.unAuthorize = unAuthorize;
-exports.upsertCallDisposition = upsertCallDisposition;
+exports.upsertCallDisposition = upsertCallDisposition;
+exports.findContactWithName = findContactWithName;

src/core/contact.js

@@ -189,5 +189,87 @@ async function createContact({ platform, userId, phoneNumber, newContactName, ne
     }
 }
 
+async function findContactWithName({ platform, userId, name }) {
+    try {
+        let user = await UserModel.findOne({
+            where: {
+                id: userId,
+                platform
+            }
+        });
+        if (!user || !user.accessToken) {
+            return {
+                successful: false,
+                returnMessage: {
+                    message: `No contact found with name ${name}`,
+                    messageType: 'warning',
+                    ttl: 5000
+                }
+            };
+        }
+        const platformModule = require(`../adapters/${platform}`);
+        const authType = platformModule.getAuthType();
+        let authHeader = '';
+        switch (authType) {
+            case 'oauth':
+                const oauthApp = oauth.getOAuthApp((await platformModule.getOauthInfo({ tokenUrl: user?.platformAdditionalInfo?.tokenUrl, hostname: user?.hostname })));
+                user = await oauth.checkAndRefreshAccessToken(oauthApp, user);
+                authHeader = `Bearer ${user.accessToken}`;
+                break;
+            case 'apiKey':
+                const basicAuth = platformModule.getBasicAuth({ apiKey: user.accessToken });
+                authHeader = `Basic ${basicAuth}`;
+                break;
+        }
+        const { successful, matchedContactInfo, returnMessage } = await platformModule.findContactWithName({ user, authHeader, name });
+        if (matchedContactInfo != null && matchedContactInfo?.filter(c => !c.isNewContact)?.length > 0) {
+            return { successful, returnMessage, contact: matchedContactInfo };
+        }
+        else {
+            if (returnMessage) {
+                return {
+                    successful,
+                    returnMessage,
+                    contact: matchedContactInfo,
+                }
+            }
+            return {
+                successful,
+                returnMessage:
+                {
+                    message: `No contact found with name ${name} `,
+                    messageType: 'warning',
+                    ttl: 5000
+                },
+                contact: matchedContactInfo
+            };
+        }
+    } catch (e) {
+        console.error(`platform: ${platform} \n${e.stack} \n${JSON.stringify(e.response?.data)}`);
+        if (e.response?.status === 429) {
+            return {
+                successful: false,
+                returnMessage: errorMessage.rateLimitErrorMessage({ platform })
+            };
+        }
+        else if (e.response?.status >= 400 && e.response?.status < 410) {
+            return {
+                successful: false,
+                returnMessage: errorMessage.authorizationErrorMessage({ platform }),
+            };
+        }
+        return {
+            successful: false,
+            returnMessage:
+            {
+                message: `Error finding contacts`,
+                messageType: 'warning',
+                ttl: 5000
+            }
+        };
+    }
+}
+
 exports.findContact = findContact;
-exports.createContact = createContact;
+exports.createContact = createContact;
+exports.findContactWithName = findContactWithName;

src/index.js

@@ -21,6 +21,7 @@ const analytics = require('./lib/analytics');
 const util = require('./lib/util');
 const dynamoose = require('dynamoose');
 const googleSheetsExtra = require('./adapters/googleSheets/extra.js');
+const { truncate } = require('fs');
 let packageJson = null;
 try {
     packageJson = require('./package.json');
@@ -1019,6 +1020,52 @@ app.post('/messageLog', async function (req, res) {
     });
 });
 
+app.get('/custom/contact/search', async function (req, res) {
+    const requestStartTime = new Date().getTime();
+    let platformName = null;
+    let success = false;
+    let resultCount = 0;
+    let statusCode = 200;
+    const { hashedExtensionId, hashedAccountId, userAgent, ip, author } = getAnalyticsVariablesInReqHeaders({ headers: req.headers })
+    try {
+        const jwtToken = req.query.jwtToken;
+        if (jwtToken) {
+            const { id: userId, platform } = jwt.decodeJwt(jwtToken);
+            platformName = platform;
+            const { successful, returnMessage, contact } = await contactCore.findContactWithName({ platform, userId, name: req.query.name });
+            res.status(200).send({ successful, returnMessage, contact });
+            success = successful;
+        }
+        else {
+            res.status(400).send('Please go to Settings and authorize CRM platform');
+            success = false;
+        }
+
+    }
+    catch (e) {
+        console.log(`platform: ${platformName} \n${e.stack}`);
+        statusCode = e.response?.status ?? 'unknown';
+        res.status(400).send(e);
+        success = false;
+    }
+    const requestEndTime = new Date().getTime();
+    analytics.track({
+        eventName: 'Contact Search by Name',
+        interfaceName: 'contactSearchByName',
+        adapterName: platformName,
+        rcAccountId: hashedAccountId,
+        extensionId: hashedExtensionId,
+        success,
+        requestDuration: (requestEndTime - requestStartTime) / 1000,
+        userAgent,
+        ip,
+        author,
+        extras: {
+            statusCode
+        }
+    });
+
+});
 if (process.env.IS_PROD === 'false') {
     app.post('/registerMockUser', async function (req, res) {
         const secretKey = req.query.secretKey;