Update lead status values for Close.io inbound inserts

This commit is contained in:
Matt Lott 2016-04-26 10:31:08 -07:00
parent 3c715ceba8
commit 49c1dd8cf7
2 changed files with 187 additions and 136 deletions

View file

@ -118,6 +118,7 @@
"marked": "0.2.x",
"nock": "^2.17.0",
"nodemon": "1.6.1",
"parse-domain": "^0.2.1",
"requirejs": "~2.1.10",
"sass-brunch": "https://github.com/basicer/sass-brunch-bleeding/archive/1.9.1-bleeding.tar.gz",
"telepath-brunch": "https://github.com/nwinter/telepath-brunch/tarball/master",

View file

@ -27,8 +27,20 @@ const customFieldsToRemove = [
// Skip these problematic leads
const leadsToSkip = ['6 sınıflar', 'fdsafd', 'ashtasht', 'matt+20160404teacher3 school', 'sdfdsf', 'ddddd', 'dsfadsaf', "Nolan's School of Wonders"];
const demoRequestEmailTemplates = ['tmpl_s7BZiydyCHOMMeXAcqRZzqn0fOtk0yOFlXSZ412MSGm', 'tmpl_cGb6m4ssDvqjvYd8UaG6cacvtSXkZY3vj9b9lSmdQrf'];
const createTeacherEmailTemplates = ['tmpl_i5bQ2dOlMdZTvZil21bhTx44JYoojPbFkciJ0F560mn', 'tmpl_CEZ9PuE1y4PRvlYiKB5kRbZAQcTIucxDvSeqvtQW57G'];
const demoRequestCloseIoEmailTemplates = ['tmpl_s7BZiydyCHOMMeXAcqRZzqn0fOtk0yOFlXSZ412MSGm', 'tmpl_cGb6m4ssDvqjvYd8UaG6cacvtSXkZY3vj9b9lSmdQrf'];
const createTeacherCloseIoEmailTemplates = ['tmpl_i5bQ2dOlMdZTvZil21bhTx44JYoojPbFkciJ0F560mn', 'tmpl_CEZ9PuE1y4PRvlYiKB5kRbZAQcTIucxDvSeqvtQW57G'];
// Prioritized Close.io lead status match list
const closeIoInitialLeadStatuses = [
{status: 'Inbound UK Auto Attempt 1', regex: /^uk$|\.uk$/},
{status: 'Inbound Canada Auto Attempt 1', regex: /^ca$|\.ca$/},
{status: 'Inbound AU Auto Attempt 1', regex: /^au$|\.au$/},
{status: 'Inbound NZ Auto Attempt 1', regex: /^nz$|\.nz$/},
{status: 'New US Schools Auto Attempt 1', regex: /^us$|\.us$|\.gov$|k12|sd/},
{status: 'Inbound International Auto Attempt 1', regex: /^[A-Za-z]{2}$|\.[A-Za-z]{2}$/},
{status: 'Auto Attempt 1', regex: /^[A-Za-z]*$/}
];
const emailDelayMinutes = 27;
const scriptStartTime = new Date();
@ -40,13 +52,16 @@ const intercomApiKey = intercomAppIdApiKey.split(':')[1];
const mongoConnUrl = process.argv[6];
const MongoClient = require('mongodb').MongoClient;
const async = require('async');
const parseDomain = require('parse-domain');
const request = require('request');
const earliestDate = new Date();
earliestDate.setUTCDate(earliestDate.getUTCDate() - 10);
// ** Main program
// log('DEBUG: Finding leads..');
findLeads((err, leads) => {
findCocoLeads((err, leads) => {
if (err) {
console.error(err);
return;
@ -69,10 +84,160 @@ findLeads((err, leads) => {
});
});
// ** Utilities
/* Helpers */
function getInitialLeadStatusViaCountry(country) {
if (/usa|america|united states/ig.test(country)) {
return 'New US Schools Auto Attempt 1';
}
}
class Lead {
function getInitialLeadStatusViaEmails(emails) {
let currentStatus = null;
let currentRank = closeIoInitialLeadStatuses.length;
for (const email of emails) {
let tld = parseDomain(email).tld;
tld = tld ? tld.toLowerCase() : '';
for (let rank = 0; rank < currentRank; rank++) {
if (closeIoInitialLeadStatuses[rank].regex.test(tld)) {
currentStatus = closeIoInitialLeadStatuses[rank].status;
currentRank = rank;
}
}
}
return currentStatus ? currentStatus : closeIoInitialLeadStatuses[closeIoInitialLeadStatuses.length - 1].status;
}
function getRandomEmailApiKey() {
if (closeIoMailApiKeys.length < 0) return;
return closeIoMailApiKeys[Math.floor(Math.random() * closeIoMailApiKeys.length)];
}
function getRandomEmailTemplate(templates) {
if (templates.length < 0) return '';
return templates[Math.floor(Math.random() * templates.length)];
}
function isSameEmailTemplateType(template1, template2) {
if (createTeacherCloseIoEmailTemplates.indexOf(template1) >= 0 && createTeacherCloseIoEmailTemplates.indexOf(template2) >= 0) {
return true;
}
if (demoRequestCloseIoEmailTemplates.indexOf(template1) >= 0 && demoRequestCloseIoEmailTemplates.indexOf(template2) >= 0) {
return true;
}
return false;
}
function log(str) {
console.log(new Date().toISOString() + " " + str);
}
// ** Coco data collection methods and class
function findCocoLeads(done) {
MongoClient.connect(mongoConnUrl, (err, db) => {
if (err) return done(err);
// Recent trial requests
const query = {$and: [{created: {$gte: earliestDate}}, {type: 'course'}]};
db.collection('trial.requests').find(query).toArray((err, trialRequests) => {
if (err) {
db.close();
return done(err);
}
const leads = {};
const emailLeadMap = {};
const emails = [];
for (const trialRequest of trialRequests) {
if (!trialRequest.properties || !trialRequest.properties.email) continue;
const email = trialRequest.properties.email.toLowerCase();
emails.push(email);
const name = trialRequest.properties.organization || trialRequest.properties.name || email;
if (!leads[name]) leads[name] = new CocoLead(name);
leads[name].addTrialRequest(email, trialRequest);
emailLeadMap[email] = leads[name];
}
// Users for trial requests
const query = {$and: [
{emailLower: {$in: emails}},
{anonymous: false}
]};
db.collection('users').find(query).toArray((err, users) => {
if (err) {
db.close();
return done(err);
}
const userIDs = [];
const userLeadMap = {};
const userEmailMap = {};
for (const user of users) {
const email = user.emailLower;
emailLeadMap[email].addUser(email, user);
userIDs.push(user._id);
userLeadMap[user._id.valueOf()] = emailLeadMap[email];
userEmailMap[user._id.valueOf()] = email;
}
// Classrooms for users
const query = {ownerID: {$in: userIDs}};
db.collection('classrooms').find(query).toArray((err, classrooms) => {
if (err) {
db.close();
return done(err);
}
for (const classroom of classrooms) {
userLeadMap[classroom.ownerID.valueOf()].addClassroom(userEmailMap[classroom.ownerID.valueOf()], classroom);
}
db.close();
return done(null, leads);
});
});
});
});
}
function createAddIntercomDataFn(cocoLead, email) {
return (done) => {
const options = {
url: `https://api.intercom.io/users?email=${encodeURIComponent(email)}`,
auth: {
user: intercomAppId,
pass: intercomApiKey
},
headers: {
'Accept': 'application/json'
}
};
request.get(options, (error, response, body) => {
if (error) return done(error);
try {
const user = JSON.parse(body);
cocoLead.addIntercomUser(email, user);
}
catch (err) {
console.log(err);
console.log(body);
}
return done();
});
};
}
function addIntercomData(leads, done) {
const tasks = []
for (const name in leads) {
for (const email in leads[name].contacts) {
tasks.push(createAddIntercomDataFn(leads[name], email));
}
}
async.parallel(tasks, (err, results) => {
return done(err);
});
}
class CocoLead {
constructor(name) {
this.contacts = {};
this.custom = {};
@ -105,11 +270,21 @@ class Lead {
addUser(email, user) {
this.contacts[email.toLowerCase()].user = user;
}
getInitialLeadStatus() {
for (const email in this.contacts) {
const props = this.contacts[email].trial.properties;
if (props && props['country']) {
const status = getInitialLeadStatusViaCountry(props['country']);
if (status) return status;
}
}
return getInitialLeadStatusViaEmails(Object.keys(this.contacts));
}
getLeadPostData() {
const postData = {
display_name: this.name,
name: this.name,
status: 'Auto Attempted',
status: this.getInitialLeadStatus(),
contacts: this.getContactsPostData(),
custom: {
lastUpdated: new Date(),
@ -266,108 +441,7 @@ class Lead {
}
}
function findLeads(done) {
MongoClient.connect(mongoConnUrl, (err, db) => {
if (err) return done(err);
// Recent trial requests
const query = {$and: [{created: {$gte: earliestDate}}, {type: 'course'}]};
db.collection('trial.requests').find(query).toArray((err, trialRequests) => {
if (err) {
db.close();
return done(err);
}
const leads = {};
const emailLeadMap = {};
const emails = [];
for (const trialRequest of trialRequests) {
if (!trialRequest.properties || !trialRequest.properties.email) continue;
const email = trialRequest.properties.email.toLowerCase();
emails.push(email);
const name = trialRequest.properties.organization || trialRequest.properties.name || email;
if (!leads[name]) leads[name] = new Lead(name);
leads[name].addTrialRequest(email, trialRequest);
emailLeadMap[email] = leads[name];
}
// Users for trial requests
const query = {$and: [
{emailLower: {$in: emails}},
{anonymous: false}
]};
db.collection('users').find(query).toArray((err, users) => {
if (err) {
db.close();
return done(err);
}
const userIDs = [];
const userLeadMap = {};
const userEmailMap = {};
for (const user of users) {
const email = user.emailLower;
emailLeadMap[email].addUser(email, user);
userIDs.push(user._id);
userLeadMap[user._id.valueOf()] = emailLeadMap[email];
userEmailMap[user._id.valueOf()] = email;
}
// Classrooms for users
const query = {ownerID: {$in: userIDs}};
db.collection('classrooms').find(query).toArray((err, classrooms) => {
if (err) {
db.close();
return done(err);
}
for (const classroom of classrooms) {
userLeadMap[classroom.ownerID.valueOf()].addClassroom(userEmailMap[classroom.ownerID.valueOf()], classroom);
}
db.close();
return done(null, leads);
});
});
});
});
}
function createAddIntercomDataFn(lead, email) {
return (done) => {
const options = {
url: `https://api.intercom.io/users?email=${encodeURIComponent(email)}`,
auth: {
user: intercomAppId,
pass: intercomApiKey
},
headers: {
'Accept': 'application/json'
}
};
request.get(options, (error, response, body) => {
if (error) return done(error);
try {
const user = JSON.parse(body);
lead.addIntercomUser(email, user);
}
catch (err) {
console.log(err);
console.log(body);
}
return done();
});
};
}
function addIntercomData(leads, done) {
const tasks = []
for (const name in leads) {
for (const email in leads[name].contacts) {
tasks.push(createAddIntercomDataFn(leads[name], email));
}
}
async.parallel(tasks, (err, results) => {
return done(err);
});
}
// ** Upsert Close.io methods
function updateExistingLead(lead, existingLead, done) {
// console.log('DEBUG: updateExistingLead', existingLead.id);
@ -445,10 +519,10 @@ function saveNewLead(lead, done) {
for (const contact of existingLead.contacts) {
for (const email of contact.emails) {
if (['create teacher', 'convert teacher'].indexOf(lead.contacts[email.email].trial.properties.siteOrigin) >= 0) {
tasks.push(createSendEmailFn(email.email, existingLead.id, contact.id, getRandomEmailTemplate(createTeacherEmailTemplates)));
tasks.push(createSendEmailFn(email.email, existingLead.id, contact.id, getRandomEmailTemplate(createTeacherCloseIoEmailTemplates)));
}
else {
tasks.push(createSendEmailFn(email.email, existingLead.id, contact.id, getRandomEmailTemplate(demoRequestEmailTemplates)));
tasks.push(createSendEmailFn(email.email, existingLead.id, contact.id, getRandomEmailTemplate(demoRequestCloseIoEmailTemplates)));
}
}
}
@ -539,10 +613,10 @@ function createAddContactFn(postData, internalLead, externalLead) {
// Send emails to new contact
const email = postData.emails[0].email;
if (['create teacher', 'convert teacher'].indexOf(internalLead.contacts[email].trial.properties.siteOrigin) >= 0) {
return sendMail(email, externalLead.id, newContact.id, getRandomEmailTemplate(createTeacherEmailTemplates), done);
return sendMail(email, externalLead.id, newContact.id, getRandomEmailTemplate(createTeacherCloseIoEmailTemplates), done);
}
else {
return sendMail(email, externalLead.id, newContact.id, getRandomEmailTemplate(demoRequestEmailTemplates), done);
return sendMail(email, externalLead.id, newContact.id, getRandomEmailTemplate(demoRequestCloseIoEmailTemplates), done);
}
});
};
@ -572,26 +646,6 @@ function createAddNoteFn(leadId, newNote) {
};
}
function getRandomEmailTemplate(templates) {
if (templates.length < 0) return '';
return templates[Math.floor(Math.random() * templates.length)];
}
function isSameEmailTemplateType(template1, template2) {
if (createTeacherEmailTemplates.indexOf(template1) >= 0 && createTeacherEmailTemplates.indexOf(template2) >= 0) {
return true;
}
if (demoRequestEmailTemplates.indexOf(template1) >= 0 && demoRequestEmailTemplates.indexOf(template2) >= 0) {
return true;
}
return false;
}
function getRandomEmailApiKey() {
if (closeIoMailApiKeys.length < 0) return;
return closeIoMailApiKeys[Math.floor(Math.random() * closeIoMailApiKeys.length)];
}
function createSendEmailFn(email, leadId, contactId, template) {
return (done) => {
return sendMail(email, leadId, contactId, template, done);
@ -675,7 +729,3 @@ function updateLeads(leads, done) {
});
});
}
function log(str) {
console.log(new Date().toISOString() + " " + str);
}