mirror of
https://github.com/codeninjasllc/codecombat.git
synced 2024-11-23 23:58:02 -05:00
Rewrite updateCloseIoLeads.js
Moving user-specific information from customized fields to activity notes Lots of data reformatting and renaming Lots of perf/readability improvements via async.parallel
This commit is contained in:
Matt Lott
parent
719ff80b2f
commit
918915813f
1 changed files with 353 additions and 135 deletions
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@ -6,8 +6,25 @@ if (process.argv.length !== 5) {
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process.exit();
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}
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// TODO: update existing leads
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// TODO: support multiple contacts per organization
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// TODO: Test multiple contacts
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// TODO: Support multiple emails for the same contact (i.e diff trial and coco emails)
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// TODO: Update notes with new data (e.g. coco user or intercom url)
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// TODO: Find/fix case-sensitive bugs
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// TODO: Use generators and promises
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// Save as custom fields instead of user-specific lead notes
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const commonTrialProperties = ['organization', 'city', 'state', 'country'];
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// Old properties which are deprecated or moved
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const customFieldsToRemove = [
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'coco_name', 'coco_firstName', 'coco_lastName', 'coco_gender', 'coco_numClassrooms', 'coco_numStudents', 'coco_role', 'coco_schoolName', 'coco_stats', 'coco_lastLevel',
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'email', 'intercom_url', 'name',
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'trial_created', 'trial_educationLevel', 'trial_phoneNumber', 'trial_email', 'trial_location', 'trial_name', 'trial_numStudents', 'trial_role', 'trial_userID', 'userID', 'trial_organization', 'trial_city', 'trial_state', 'trial_country',
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'demo_request_organization', 'demo_request_city', 'demo_request_state', 'demo_request_country'
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];
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// Skip these problematic leads
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const leadsToSkip = ['6 sınıflar', 'fdsafd', 'ashtasht'];
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const scriptStartTime = new Date();
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const closeIoApiKey = process.argv[2];
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@ -16,38 +33,31 @@ const intercomAppId = intercomAppIdApiKey.split(':')[0];
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const intercomApiKey = intercomAppIdApiKey.split(':')[1];
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const mongoConnUrl = process.argv[4];
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const MongoClient = require('mongodb').MongoClient;
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const async = require('async');
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const request = require('request');
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const earliestDate = new Date();
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earliestDate.setUTCDate(earliestDate.getUTCDate() - 10);
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log('Finding leads..');
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// log('DEBUG: Finding leads..');
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findLeads((err, leads) => {
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if (err) {
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console.error(err);
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return;
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}
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log(`Num leads ${Object.keys(leads).length}`);
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log('Adding Intercom data..');
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// log('DEBUG: Adding Intercom data..');
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addIntercomData(leads, (err) => {
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if (err) {
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console.error(err);
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return;
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}
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log('Updating leads..');
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updateLeads(leads, (err, numLeadsCreated) => {
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// log('DEBUG: Updating leads..');
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updateLeads(leads, (err) => {
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if (err) {
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console.error(err);
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return;
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}
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// // TEMP
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// for (const email in leads) {
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// console.log(email);
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// console.log(leads[email]);
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// break;
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// }
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// // TEMP
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log(`Num leads created ${numLeadsCreated}`);
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log("Script runtime: " + (new Date() - scriptStartTime));
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});
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});
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@ -57,72 +67,187 @@ findLeads((err, leads) => {
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/* Helpers */
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class Lead {
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constructor(email) {
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this.email = email;
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constructor(name) {
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this.contacts = {};
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this.custom = {};
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this.name = name;
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}
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addClassroom(classroom) {
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this.coco_numClassrooms = this.coco_numClassrooms ? this.coco_numClassrooms + 1 : 1;
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addClassroom(email, classroom) {
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if (!this.contacts[email.toLowerCase()]) this.contacts[email.toLowerCase()] = {};
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const contact = this.contacts[email.toLowerCase()];
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contact.numClassrooms = contact.numClassrooms ? contact.numClassrooms + 1 : 1;
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if (classroom.members && classroom.members.length) {
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this.coco_numStudents = this.coco_numStudents ? this.coco_numStudents + classroom.members.length : classroom.members.length;
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contact.numStudents = contact.numStudents ? contact.numStudents + classroom.members.length : classroom.members.length;
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}
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}
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addIntercomUser(user) {
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addIntercomUser(email, user) {
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if (user && user.id) {
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this.intercom_url = `https://app.intercom.io/a/apps/${intercomAppId}/users/${user.id}/`;
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if (!this.contacts[email.toLowerCase()]) this.contacts[email.toLowerCase()] = {};
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this.contacts[email.toLowerCase()].intercomUrl = `https://app.intercom.io/a/apps/${intercomAppId}/users/${user.id}/`;
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}
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}
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addTrialRequest(trialRequest) {
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if (trialRequest.properties) {
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let location = '';
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if (trialRequest.properties.city) location = trialRequest.properties.city;
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if (trialRequest.properties.state) location += `${location ? ', ' : ''}${trialRequest.properties.state}`;
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if (trialRequest.properties.country) location += `${location ? ', ' : ''}${trialRequest.properties.country}`;
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if (location) this['trial_location'] = location;
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if (trialRequest.properties.educationLevel) {
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this['trial_educationLevel'] = trialRequest.properties.educationLevel.join(', ');
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addTrialRequest(email, trial) {
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if (!this.contacts[email.toLowerCase()]) this.contacts[email.toLowerCase()] = {};
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this.contacts[email.toLowerCase()].name = trial.properties.name;
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this.contacts[email.toLowerCase()].trial = trial;
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}
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for (const prop in trialRequest.properties) {
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if (['educationLevel', 'city', 'state', 'country'].indexOf(prop) >= 0) continue;
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this[`trial_${prop}`] = trialRequest.properties[prop];
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addUser(email, user) {
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this.contacts[email.toLowerCase()].user = user;
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}
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getLeadPostData() {
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const postData = {
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display_name: this.name,
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name: this.name,
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status: 'Not Attempted',
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contacts: this.getContactsPostData(),
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custom: {
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lastUpdated: new Date(),
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'Lead Origin': 'Demo Request'
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}
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};
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for (const email in this.contacts) {
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const props = this.contacts[email].trial.properties;
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if (props) {
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for (const prop in props) {
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if (commonTrialProperties.indexOf(prop) >= 0) {
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postData.custom[`demo_${prop}`] = props[prop];
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}
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}
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this.trial_created = trialRequest.created;
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this.trial_userID = trialRequest.applicant;
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if (this.trial_name) this.name = this.trial_name;
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this.userID = trialRequest.applicant;
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}
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addUser(user) {
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// if (this.userID && !this.userID.equals(user._id)) {
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// // console.log(`Trial request user ID mismatch for ${this.email} replacing ${this.userID} with ${user._id}`);
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// this.trialUserID = this.userID;
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// }
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this.userID = user._id;
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if (!this.name) {
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if (user.firstName && user.lastName) {
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this.name = `${user.firstName} ${user.lastName}`;
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}
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else if (user.name) {
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this.name = user.name;
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}
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}
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if (user.firstName) this.coco_firstName = user.firstName;
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if (user.lastName) this.coco_lastName = user.lastName;
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if (user.name) this.coco_name = user.name;
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if (user.gender) this.coco_gender = user.gender;
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if (user.lastLevel) this.coco_lastLevel = user.lastLevel;
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if (user.role) this.coco_role = user.role;
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if (user.schoolName) this.coco_schoolName = user.schoolName;
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if (user.stats) this.coco_stats = JSON.stringify(user.stats);
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return postData;
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}
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getLeadPutData(currentLead) {
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// console.log('DEBUG: getLeadPutData', currentLead.name);
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const putData = {};
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const currentCustom = currentLead.custom || {};
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if (currentCustom['Lead Origin'] !== 'Demo Request') {
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putData['custom.Lead Origin'] = 'Demo Request';
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}
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for (const email in this.contacts) {
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const props = this.contacts[email].trial.properties;
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if (props) {
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for (const prop in props) {
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if (commonTrialProperties.indexOf(prop) >= 0 && currentCustom[`demo_${prop}`] !== props[prop]) {
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putData[`custom.demo_${prop}`] = props[prop];
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}
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}
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}
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}
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for (const field of customFieldsToRemove) {
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if (currentCustom[field]) {
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putData[`custom.${field}`] = null;
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}
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}
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if (Object.keys(putData).length > 0) {
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putData[`custom.lastUpdated`] = new Date();
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}
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return putData;
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}
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getContactsPostData(existingLead) {
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const postData = [];
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const existingEmails = {};
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if (existingLead) {
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const existingContacts = existingLead.contacts || [];
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for (const contact of existingContacts) {
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const emails = contact.emails || [];
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for (const email of emails) {
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existingEmails[email.email.toLowerCase()] = true;
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}
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}
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}
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for (const email in this.contacts) {
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if (existingEmails[email]) continue;
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const contact = this.contacts[email];
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const data = {
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emails: [{email: email}],
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name: contact.name
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}
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const props = contact.trial.properties;
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if (props.phoneNumber) {
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data.phones = [{phone: props.phoneNumber}];
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}
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if (props.role) {
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data.title = props.role;
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}
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else if (contact.user || contact.user.role) {
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data.title = contact.user.role;
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}
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postData.push(data);
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}
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return postData;
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}
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getNotesPostData(currentNotes) {
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// Post activity notes for each contact
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function noteExists(email) {
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if (currentNotes) {
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for (const note of currentNotes) {
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if (note.note.indexOf(email) >= 0) {
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return true;
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}
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}
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}
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return false;
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}
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const notes = [];
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for (const email in this.contacts) {
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if (!noteExists(email)) {
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const contact = this.contacts[email];
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let noteData = "";
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const trial = contact.trial
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if (trial.properties) {
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const props = trial.properties;
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if (props.name) {
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noteData += `${props.name}\n`;
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}
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if (props.email) {
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noteData += `demo_email: ${props.email.toLowerCase()}\n`;
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}
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if (trial.created) {
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noteData += `demo_request: ${trial.created}\n`;
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}
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if (props.educationLevel) {
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noteData += `demo_educationLevel: ${props.educationLevel.join(', ')}\n`;
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}
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for (const prop in props) {
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if (['email', 'educationLevel', 'created'].indexOf(prop) >= 0 || commonTrialProperties.indexOf(prop) >= 0) continue;
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noteData += `demo_${prop}: ${props[prop]}\n`;
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}
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}
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if (contact.intercomUrl) noteData += `intercom_url: ${contact.intercomUrl}\n`;
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if (contact.user) {
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const user = contact.user
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noteData += `coco_userID: ${user._id}\n`;
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if (user.firstName) noteData += `coco_firstName: ${user.firstName}\n`;
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if (user.lastName) noteData += `coco_lastName: ${user.lastName}\n`;
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if (user.name) noteData += `coco_name: ${user.name}\n`;
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if (user.emaillower) noteData += `coco_email: ${user.emailLower}\n`;
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if (user.gender) noteData += `coco_gender: ${user.gender}\n`;
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if (user.lastLevel) noteData += `coco_lastLevel: ${user.lastLevel}\n`;
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if (user.role) noteData += `coco_role: ${user.role}\n`;
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if (user.schoolName) noteData += `coco_schoolName: ${user.schoolName}\n`;
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if (user.stats && user.stats.gamesCompleted) noteData += `coco_gamesCompleted: ${user.stats.gamesCompleted}\n`;
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noteData += `coco_preferredLanguage: ${user.preferredLanguage || 'en-US'}\n`;
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}
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if (contact.numClassrooms) {
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noteData += `coco_numClassrooms: ${contact.numClassrooms}\n`
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}
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if (contact.numStudents) {
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noteData += `coco_numStudents: ${contact.numStudents}\n`
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}
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notes.push(noteData);
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}
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}
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return notes;
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}
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}
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function findLeads(done) {
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// Recent trial requests
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// Recent users with teacher role
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MongoClient.connect(mongoConnUrl, (err, db) => {
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if (err) return done(err);
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// Recent trial requests
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const query = {$and: [{created: {$gte: earliestDate}}, {type: 'course'}]};
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db.collection('trial.requests').find(query).toArray((err, trialRequests) => {
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if (err) {
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@ -130,16 +255,22 @@ function findLeads(done) {
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return done(err);
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}
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const leads = {};
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const emailLeadMap = {};
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const emails = [];
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for (const trialRequest of trialRequests) {
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const email = trialRequest.properties.email;
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if (!leads[email]) leads[email] = new Lead(email);
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leads[email].addTrialRequest(trialRequest);
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if (!trialRequest.properties || !trialRequest.properties.email) continue;
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const email = trialRequest.properties.email.toLowerCase();
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emails.push(email);
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const name = trialRequest.properties.organization || trialRequest.properties.name || email;
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if (!leads[name]) leads[name] = new Lead(name);
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leads[name].addTrialRequest(email, trialRequest);
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emailLeadMap[email] = leads[name];
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}
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// Users for trial requests
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const query = {$and: [
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{dateCreated: {$gte: earliestDate}},
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{anonymous: false},
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{role: {$in: ['teacher', 'technology coordinator', 'advisor', 'principal', 'superintendent']}}
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{emailLower: {$in: emails}},
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{anonymous: false}
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]};
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db.collection('users').find(query).toArray((err, users) => {
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if (err) {
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@ -147,15 +278,17 @@ function findLeads(done) {
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return done(err);
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}
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const userIDs = [];
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const userLeadMap = {};
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const userEmailMap = {};
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for (const user of users) {
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const email = user.emailLower;
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if (!leads[email]) leads[email] = new Lead(email);
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leads[email].addUser(user);
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emailLeadMap[email].addUser(email, user);
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userIDs.push(user._id);
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userLeadMap[user._id.valueOf()] = emailLeadMap[email];
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userEmailMap[user._id.valueOf()] = email;
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}
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// Classrooms for users
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const query = {ownerID: {$in: userIDs}};
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db.collection('classrooms').find(query).toArray((err, classrooms) => {
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if (err) {
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@ -164,7 +297,7 @@ function findLeads(done) {
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}
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for (const classroom of classrooms) {
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leads[userEmailMap[classroom.ownerID.valueOf()]].addClassroom(classroom);
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userLeadMap[classroom.ownerID.valueOf()].addClassroom(userEmailMap[classroom.ownerID.valueOf()], classroom);
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}
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db.close();
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return done(null, leads);
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@ -174,17 +307,8 @@ function findLeads(done) {
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});
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}
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function addIntercomData(leads, done) {
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const leadEmails = Object.keys(leads);
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let leadIndex = 0;
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function nextUser() {
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if (leadIndex < leadEmails.length) {
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return getUser(leadEmails[leadIndex++]);
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}
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return done();
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}
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function getUser(email) {
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function createAddIntercomDataFn(lead, email) {
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return (done) => {
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const options = {
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url: `https://api.intercom.io/users?email=${encodeURIComponent(email)}`,
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auth: {
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@ -198,78 +322,172 @@ function addIntercomData(leads, done) {
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request.get(options, (error, response, body) => {
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if (error) return done(error);
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const user = JSON.parse(body);
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leads[email].addIntercomUser(user);
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return nextUser();
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lead.addIntercomUser(email, user);
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return done();
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});
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}
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getUser(leadEmails[leadIndex++]);
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};
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}
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function updateLeads(leads, done) {
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const leadEmails = Object.keys(leads);
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let leadIndex = 0;
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let numLeadsCreated = 0;
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function addIntercomData(leads, done) {
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const tasks = []
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for (const name in leads) {
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for (const email in leads[name].contacts) {
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tasks.push(createAddIntercomDataFn(leads[name], email));
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}
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}
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async.parallel(tasks, (err, results) => {
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return done(err);
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});
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}
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function nextLead() {
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if (leadIndex < leadEmails.length) {
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return updateLead(leadEmails[leadIndex++]);
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}
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return done(null, numLeadsCreated);
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}
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function saveNewLead(email) {
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const newLeadData = leads[email];
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const name = newLeadData.name || email;
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const postData = {
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display_name: newLeadData.trial_organization || newLeadData.coco_schoolName ||name,
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name: newLeadData.trial_organization || newLeadData.coco_schoolName || name,
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contacts: [{
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emails: [{email: email}],
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name: name
|
||||
}],
|
||||
custom: {
|
||||
lastUpdated: new Date()
|
||||
}
|
||||
function updateExistingLead(lead, existingLead, done) {
|
||||
// console.log('DEBUG: updateExistingLead', existingLead.id);
|
||||
const putData = lead.getLeadPutData(existingLead);
|
||||
const options = {
|
||||
uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/lead/${existingLead.id}/`,
|
||||
body: JSON.stringify(putData)
|
||||
};
|
||||
if (newLeadData.trialData && newLeadData.trial_phoneNumber) {
|
||||
postData.contacts[0].phones = [{phone: newLeadData.trial_phoneNumber}];
|
||||
request.put(options, (error, response, body) => {
|
||||
if (error) return done(error);
|
||||
const result = JSON.parse(body);
|
||||
if (result.errors || result['field-errors']) {
|
||||
console.error(`Update existing lead PUT error for ${lead.name}`);
|
||||
console.error(body);
|
||||
// console.log(putData);
|
||||
return done();
|
||||
}
|
||||
for (const key in newLeadData) {
|
||||
postData.custom[key] = newLeadData[key];
|
||||
|
||||
// Add contacts
|
||||
const newContacts = lead.getContactsPostData(existingLead);
|
||||
const tasks = []
|
||||
for (const newContact of newContacts) {
|
||||
newContact.lead_id = existingLead.id;
|
||||
tasks.push(createAddContactFn(newContact));
|
||||
}
|
||||
async.parallel(tasks, (err, results) => {
|
||||
if (err) return done(err);
|
||||
|
||||
// Add notes
|
||||
const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/activity/note/?lead_id=${existingLead.id}`;
|
||||
request.get(url, (error, response, body) => {
|
||||
if (error) return done(error);
|
||||
const currentNotes = JSON.parse(body).data;
|
||||
const newNotes = lead.getNotesPostData(currentNotes);
|
||||
const tasks = []
|
||||
for (const newNote of newNotes) {
|
||||
tasks.push(createAddNoteFn(existingLead.id, newNote));
|
||||
}
|
||||
async.parallel(tasks, (err, results) => {
|
||||
return done(err);
|
||||
});
|
||||
});
|
||||
});
|
||||
});
|
||||
}
|
||||
|
||||
function saveNewLead(lead, done) {
|
||||
// console.log('DEBUG: saveNewLead', lead.name);
|
||||
const postData = lead.getLeadPostData();
|
||||
const options = {
|
||||
uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/lead/`,
|
||||
body: JSON.stringify(postData)
|
||||
};
|
||||
request.post(options, (error, response, body) => {
|
||||
if (error) return done(error);
|
||||
const result = JSON.parse(body);
|
||||
if (result.errors || result['field-errors']) {
|
||||
console.error(`New lead POST error for ${email}`);
|
||||
const existingLead = JSON.parse(body);
|
||||
if (existingLead.errors || existingLead['field-errors']) {
|
||||
console.error(`New lead POST error for ${lead.name}`);
|
||||
console.error(body);
|
||||
// console.error(JSON.stringify(postData, null, 2));
|
||||
return done();
|
||||
}
|
||||
else {
|
||||
numLeadsCreated++;
|
||||
|
||||
// Add notes
|
||||
const newNotes = lead.getNotesPostData();
|
||||
const tasks = []
|
||||
for (const newNote of newNotes) {
|
||||
tasks.push(createAddNoteFn(existingLead.id, newNote));
|
||||
}
|
||||
return nextLead();
|
||||
async.parallel(tasks, (err, results) => {
|
||||
return done(err);
|
||||
});
|
||||
}
|
||||
function updateLead(email) {
|
||||
const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/lead/?query=email_address:${encodeURIComponent(email)}`;
|
||||
});
|
||||
}
|
||||
|
||||
|
||||
function createUpdateLeadFn(lead) {
|
||||
return (done) => {
|
||||
// console.log('DEBUG: updateLead', lead.name);
|
||||
const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/lead/?query=name:${encodeURIComponent(lead.name)}`;
|
||||
request.get(url, (error, response, body) => {
|
||||
if (error) return done(error);
|
||||
const data = JSON.parse(body);
|
||||
if (data.total_results === 0) {
|
||||
return saveNewLead(email);
|
||||
return saveNewLead(lead, done);
|
||||
}
|
||||
return nextLead();
|
||||
if (data.total_results > 1) {
|
||||
// console.error(`${data.total_results} leads found for ${lead.name}`);
|
||||
return done();
|
||||
}
|
||||
return updateExistingLead(lead, data.data[0], done);
|
||||
});
|
||||
}
|
||||
};
|
||||
}
|
||||
|
||||
updateLead(leadEmails[leadIndex++]);
|
||||
function createAddContactFn(postData) {
|
||||
return (done) => {
|
||||
// console.log('DEBUG: addContact', postData.lead_id);
|
||||
const options = {
|
||||
uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/activity/Contact/`,
|
||||
body: JSON.stringify(postData)
|
||||
};
|
||||
request.post(options, (error, response, body) => {
|
||||
if (error) return done(error);
|
||||
const result = JSON.parse(body);
|
||||
if (result.errors || result['field-errors']) {
|
||||
console.error(`New Contact POST error for ${leadId}`);
|
||||
console.error(body);
|
||||
}
|
||||
return done();
|
||||
});
|
||||
};
|
||||
}
|
||||
|
||||
function createAddNoteFn(leadId, newNote) {
|
||||
return (done) => {
|
||||
// console.log('DEBUG: addNote', leadId);
|
||||
const notePostData = {
|
||||
note: newNote,
|
||||
lead_id: leadId
|
||||
};
|
||||
const options = {
|
||||
uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/activity/note/`,
|
||||
body: JSON.stringify(notePostData)
|
||||
};
|
||||
request.post(options, (error, response, body) => {
|
||||
if (error) return done(error);
|
||||
const result = JSON.parse(body);
|
||||
if (result.errors || result['field-errors']) {
|
||||
console.error(`New note POST error for ${leadId}`);
|
||||
console.error(body);
|
||||
// console.error(notePostData);
|
||||
}
|
||||
return done();
|
||||
});
|
||||
};
|
||||
}
|
||||
|
||||
function updateLeads(leads, done) {
|
||||
const tasks = []
|
||||
for (const name in leads) {
|
||||
if (leadsToSkip.indexOf(name) >= 0) continue;
|
||||
tasks.push(createUpdateLeadFn(leads[name]));
|
||||
}
|
||||
async.parallel(tasks, (err, results) => {
|
||||
return done(err);
|
||||
});
|
||||
}
|
||||
|
||||
function log(str) {
|
||||
console.log(new Date().toISOString() + " " + str);
|
||||
}
|
||||
|
||||
|
|
|
|||
Loading…
Reference in a new issue