codecombat/scripts/updateCloseIoLeads.js
Matt Lott 884b1e6a4a 2nd automatic email follow up on Close.io imported leads
async.parallel needs better error handling before we can use it on
current lead quantities, and would improve performance drastically.
2016-05-03 15:52:56 -07:00

736 lines
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// Upsert new lead data into Close.io
'use strict';
if (process.argv.length !== 7) {
log("Usage: node <script> <Close.io general API key> <Close.io mail API key1> <Close.io mail API key2> <Intercom 'App ID:API key'> <mongo connection Url>");
process.exit();
}
// TODO: Test multiple contacts
// TODO: Support multiple emails for the same contact (i.e diff trial and coco emails)
// TODO: Update notes with new data (e.g. coco user or intercom url)
// TODO: Find/fix case-sensitive bugs
// TODO: Use generators and promises
// TODO: Reduce response data via _fields param
// TODO: Assumes 1:1 contact:email relationship (Close.io supports multiple emails for a single contact)
// Save as custom fields instead of user-specific lead notes
const commonTrialProperties = ['organization', 'city', 'state', 'country'];
// Old properties which are deprecated or moved
const customFieldsToRemove = [
'coco_name', 'coco_firstName', 'coco_lastName', 'coco_gender', 'coco_numClassrooms', 'coco_numStudents', 'coco_role', 'coco_schoolName', 'coco_stats', 'coco_lastLevel',
'email', 'intercom_url', 'name',
'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',
'demo_request_organization', 'demo_request_city', 'demo_request_state', 'demo_request_country'
];
// Skip these problematic leads
const leadsToSkip = ['6 sınıflar', 'fdsafd', 'ashtasht', 'matt+20160404teacher3 school', 'sdfdsf', 'ddddd', 'dsfadsaf', "Nolan's School of Wonders"];
const createTeacherEmailTemplatesAuto1 = ['tmpl_i5bQ2dOlMdZTvZil21bhTx44JYoojPbFkciJ0F560mn', 'tmpl_CEZ9PuE1y4PRvlYiKB5kRbZAQcTIucxDvSeqvtQW57G'];
const demoRequestEmailTemplatesAuto1 = ['tmpl_s7BZiydyCHOMMeXAcqRZzqn0fOtk0yOFlXSZ412MSGm', 'tmpl_cGb6m4ssDvqjvYd8UaG6cacvtSXkZY3vj9b9lSmdQrf'];
// 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();
const closeIoApiKey = process.argv[2];
const closeIoMailApiKeys = [process.argv[3], process.argv[4]]; // Automatic mails sent as API owners
const intercomAppIdApiKey = process.argv[5];
const intercomAppId = intercomAppIdApiKey.split(':')[0];
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
async.series([
upsertLeads
],
(err, results) => {
if (err) console.error(err);
log("Script runtime: " + (new Date() - scriptStartTime));
}
);
function upsertLeads(done) {
// log('DEBUG: Finding leads..');
findCocoLeads((err, leads) => {
if (err) return done(err);
log(`Num leads ${Object.keys(leads).length}`);
// log('DEBUG: Adding Intercom data..');
addIntercomData(leads, (err) => {
if (err) return done(err);
// log('DEBUG: Updating leads..');
updateLeads(leads, (err) => {
return done(err);
});
});
});
}
// ** Utilities
function getInitialLeadStatusViaCountry(country) {
if (/usa|america|united states/ig.test(country)) {
return 'New US Schools Auto Attempt 1';
}
}
function getInitialLeadStatusViaEmails(emails) {
let currentStatus = null;
let currentRank = closeIoInitialLeadStatuses.length;
for (const email of emails) {
let tld = parseDomain(email).tld;
tld = tld ? tld.toLowerCase() : '';
for (let rank = 0; rank < currentRank; rank++) {
if (closeIoInitialLeadStatuses[rank].regex.test(tld)) {
currentStatus = closeIoInitialLeadStatuses[rank].status;
currentRank = rank;
}
}
}
return currentStatus ? currentStatus : closeIoInitialLeadStatuses[closeIoInitialLeadStatuses.length - 1].status;
}
function getRandomEmailApiKey() {
if (closeIoMailApiKeys.length < 0) return;
return closeIoMailApiKeys[Math.floor(Math.random() * closeIoMailApiKeys.length)];
}
function getRandomEmailTemplate(templates) {
if (templates.length < 0) return '';
return templates[Math.floor(Math.random() * templates.length)];
}
function isSameEmailTemplateType(template1, template2) {
if (createTeacherEmailTemplatesAuto1.indexOf(template1) >= 0 && createTeacherEmailTemplatesAuto1.indexOf(template2) >= 0) {
return true;
}
if (demoRequestEmailTemplatesAuto1.indexOf(template1) >= 0 && demoRequestEmailTemplatesAuto1.indexOf(template2) >= 0) {
return true;
}
return false;
}
function log(str) {
console.log(new Date().toISOString() + " " + str);
}
// ** Coco data collection methods and class
function findCocoLeads(done) {
MongoClient.connect(mongoConnUrl, (err, db) => {
if (err) return done(err);
// Recent trial requests
const query = {$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=${encodeURIComponent(email)}`,
auth: {
user: intercomAppId,
pass: intercomApiKey
},
headers: {
'Accept': 'application/json'
}
};
request.get(options, (error, response, body) => {
if (error) return done(error);
try {
const user = JSON.parse(body);
cocoLead.addIntercomUser(email, user);
}
catch (err) {
console.log(err);
console.log(body);
}
return done();
});
};
}
function addIntercomData(leads, done) {
const tasks = []
for (const name in leads) {
for (const email in leads[name].contacts) {
tasks.push(createAddIntercomDataFn(leads[name], email));
}
}
async.parallel(tasks, (err, results) => {
return done(err);
});
}
class CocoLead {
constructor(name) {
this.contacts = {};
this.custom = {};
this.name = name;
}
addClassroom(email, classroom) {
if (!this.contacts[email.toLowerCase()]) this.contacts[email.toLowerCase()] = {};
const contact = this.contacts[email.toLowerCase()];
contact.numClassrooms = contact.numClassrooms ? contact.numClassrooms + 1 : 1;
if (classroom.members && classroom.members.length) {
contact.numStudents = contact.numStudents ? contact.numStudents + classroom.members.length : classroom.members.length;
}
}
addIntercomUser(email, user) {
if (user && user.id) {
if (!this.contacts[email.toLowerCase()]) this.contacts[email.toLowerCase()] = {};
this.contacts[email.toLowerCase()].intercomUrl = `https://app.intercom.io/a/apps/${intercomAppId}/users/${user.id}/`;
}
}
addTrialRequest(email, trial) {
if (!this.contacts[email.toLowerCase()]) this.contacts[email.toLowerCase()] = {};
if (trial.properties.firstName && trial.properties.lastName) {
this.contacts[email.toLowerCase()].name = `${trial.properties.firstName} ${trial.properties.lastName}`;
}
else if (trial.properties.name) {
this.contacts[email.toLowerCase()].name = trial.properties.name;
}
this.contacts[email.toLowerCase()].trial = trial;
}
addUser(email, user) {
this.contacts[email.toLowerCase()].user = user;
}
getInitialLeadStatus() {
for (const email in this.contacts) {
const props = this.contacts[email].trial.properties;
if (props && props['country']) {
const status = getInitialLeadStatusViaCountry(props['country']);
if (status) return status;
}
}
return getInitialLeadStatusViaEmails(Object.keys(this.contacts));
}
getLeadPostData() {
const postData = {
display_name: this.name,
name: this.name,
status: this.getInitialLeadStatus(),
contacts: this.getContactsPostData(),
custom: {
lastUpdated: new Date(),
'Lead Origin': this.getLeadOrigin()
}
};
for (const email in this.contacts) {
const props = this.contacts[email].trial.properties;
if (props) {
for (const prop in props) {
if (commonTrialProperties.indexOf(prop) >= 0) {
postData.custom[`demo_${prop}`] = props[prop];
}
}
}
}
return postData;
}
getLeadPutData(currentLead) {
// console.log('DEBUG: getLeadPutData', currentLead.name);
const putData = {};
const currentCustom = currentLead.custom || {};
if (!currentCustom['Lead Origin']) {
putData['custom.Lead Origin'] = this.getLeadOrigin();
}
for (const email in this.contacts) {
const props = this.contacts[email].trial.properties;
if (props) {
for (const prop in props) {
if (commonTrialProperties.indexOf(prop) >= 0 && currentCustom[`demo_${prop}`] !== props[prop] && currentCustom[`demo_${prop}`].indexOf(props[prop]) < 0) {
putData[`custom.demo_${prop}`] = props[prop];
}
}
}
}
for (const field of customFieldsToRemove) {
if (currentCustom[field]) {
putData[`custom.${field}`] = null;
}
}
if (Object.keys(putData).length > 0) {
putData[`custom.lastUpdated`] = new Date();
}
return putData;
}
getLeadOrigin() {
for (const email in this.contacts) {
const props = this.contacts[email].trial.properties;
switch (props.siteOrigin) {
case 'create teacher':
return 'Create Teacher';
case 'convert teacher':
return 'Convert Teacher';
}
}
return 'Demo Request';
}
getContactsPostData(existingLead) {
const postData = [];
const existingEmails = {};
if (existingLead) {
const existingContacts = existingLead.contacts || [];
for (const contact of existingContacts) {
const emails = contact.emails || [];
for (const email of emails) {
existingEmails[email.email.toLowerCase()] = true;
}
}
}
for (const email in this.contacts) {
if (existingEmails[email]) continue;
const contact = this.contacts[email];
const data = {
emails: [{email: email}],
name: contact.name
}
const props = contact.trial.properties;
if (props.phoneNumber) {
data.phones = [{phone: props.phoneNumber}];
}
if (props.role) {
data.title = props.role;
}
else if (contact.user || contact.user.role) {
data.title = contact.user.role;
}
postData.push(data);
}
return postData;
}
getNotesPostData(currentNotes) {
// Post activity notes for each contact
function noteExists(email) {
if (currentNotes) {
for (const note of currentNotes) {
if (note.note.indexOf(email) >= 0) {
return true;
}
}
}
return false;
}
const notes = [];
for (const email in this.contacts) {
if (!noteExists(email)) {
const contact = this.contacts[email];
let noteData = "";
const trial = contact.trial
if (trial.properties) {
const props = trial.properties;
if (props.name) {
noteData += `${props.name}\n`;
}
if (props.email) {
noteData += `demo_email: ${props.email.toLowerCase()}\n`;
}
if (trial.created) {
noteData += `demo_request: ${trial.created}\n`;
}
if (props.educationLevel) {
noteData += `demo_educationLevel: ${props.educationLevel.join(', ')}\n`;
}
for (const prop in props) {
if (['email', 'educationLevel', 'created'].indexOf(prop) >= 0 || commonTrialProperties.indexOf(prop) >= 0) continue;
noteData += `demo_${prop}: ${props[prop]}\n`;
}
}
if (contact.intercomUrl) noteData += `intercom_url: ${contact.intercomUrl}\n`;
if (contact.user) {
const user = contact.user
noteData += `coco_userID: ${user._id}\n`;
if (user.firstName) noteData += `coco_firstName: ${user.firstName}\n`;
if (user.lastName) noteData += `coco_lastName: ${user.lastName}\n`;
if (user.name) noteData += `coco_name: ${user.name}\n`;
if (user.emaillower) noteData += `coco_email: ${user.emailLower}\n`;
if (user.gender) noteData += `coco_gender: ${user.gender}\n`;
if (user.lastLevel) noteData += `coco_lastLevel: ${user.lastLevel}\n`;
if (user.role) noteData += `coco_role: ${user.role}\n`;
if (user.schoolName) noteData += `coco_schoolName: ${user.schoolName}\n`;
if (user.stats && user.stats.gamesCompleted) noteData += `coco_gamesCompleted: ${user.stats.gamesCompleted}\n`;
noteData += `coco_preferredLanguage: ${user.preferredLanguage || 'en-US'}\n`;
}
if (contact.numClassrooms) {
noteData += `coco_numClassrooms: ${contact.numClassrooms}\n`
}
if (contact.numStudents) {
noteData += `coco_numStudents: ${contact.numStudents}\n`
}
notes.push(noteData);
}
}
return notes;
}
}
// ** Upsert Close.io methods
function updateExistingLead(lead, existingLead, done) {
// console.log('DEBUG: updateExistingLead', existingLead.id);
const putData = lead.getLeadPutData(existingLead);
const options = {
uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/lead/${existingLead.id}/`,
body: JSON.stringify(putData)
};
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 ${lead.name}`);
console.error(body);
// console.log(putData);
return done();
}
// Add contacts
const newContacts = lead.getContactsPostData(existingLead);
const tasks = []
for (const newContact of newContacts) {
newContact.lead_id = existingLead.id;
tasks.push(createAddContactFn(newContact, lead, existingLead));
}
async.parallel(tasks, (err, results) => {
if (err) return done(err);
// Add notes
const url = `https://${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 existingLead = JSON.parse(body);
if (existingLead.errors || existingLead['field-errors']) {
console.error(`New lead POST error for ${lead.name}`);
console.error(body);
// console.error(JSON.stringify(postData, null, 2));
return done();
}
// Add notes
const newNotes = lead.getNotesPostData();
const tasks = []
for (const newNote of newNotes) {
tasks.push(createAddNoteFn(existingLead.id, newNote));
}
async.parallel(tasks, (err, results) => {
if (err) return done(err);
// Send emails to new contacts
const tasks = [];
for (const contact of existingLead.contacts) {
for (const email of contact.emails) {
if (['create teacher', 'convert teacher'].indexOf(lead.contacts[email.email].trial.properties.siteOrigin) >= 0) {
tasks.push(createSendEmailFn(email.email, existingLead.id, contact.id, getRandomEmailTemplate(createTeacherEmailTemplatesAuto1)));
}
else {
tasks.push(createSendEmailFn(email.email, existingLead.id, contact.id, getRandomEmailTemplate(demoRequestEmailTemplatesAuto1)));
}
}
}
async.parallel(tasks, (err, results) => {
return done(err);
});
});
});
}
function createFindExistingLeadFn(email, name, existingLeads) {
return (done) => {
// console.log('DEBUG: findEmailLead', email);
const query = `recipient:"${email}"`;
const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/lead/?query=${encodeURIComponent(query)}`;
request.get(url, (error, response, body) => {
if (error) return done(error);
try {
const data = JSON.parse(body);
if (data.total_results > 0) {
if (!existingLeads[name]) existingLeads[name] = [];
for (const lead of data.data) {
existingLeads[name].push(lead);
}
}
return done();
} catch (error) {
// console.log(url);
console.log(error);
// console.log(body);
return done(error);
}
});
};
}
function createUpdateLeadFn(lead, existingLeads) {
return (done) => {
// console.log('DEBUG: updateLead', lead.name);
const query = `name:"${lead.name}"`;
const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/lead/?query=${encodeURIComponent(query)}`;
request.get(url, (error, response, body) => {
if (error) return done(error);
try {
const data = JSON.parse(body);
if (data.total_results === 0) {
if (existingLeads[lead.name.toLowerCase()]) {
if (existingLeads[lead.name.toLowerCase()].length === 1) {
console.log(`DEBUG: Using lead from email lookup: ${lead.name}`);
return updateExistingLead(lead, existingLeads[lead.name.toLowerCase()][0], done);
}
console.error(`ERROR: ${existingLeads[lead.name.toLowerCase()].length} email leads found for ${lead.name}`);
return done();
}
return saveNewLead(lead, done);
}
if (data.total_results > 1) {
console.error(`ERROR: ${data.total_results} leads found for ${lead.name}`);
return done();
}
return updateExistingLead(lead, data.data[0], done);
} catch (error) {
// console.log(url);
// console.log(error);
// console.log(body);
return done();
}
});
};
}
function createAddContactFn(postData, internalLead, externalLead) {
return (done) => {
// console.log('DEBUG: addContact', postData.lead_id);
const options = {
uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/contact/`,
body: JSON.stringify(postData)
};
request.post(options, (error, response, body) => {
if (error) return done(error);
const newContact = JSON.parse(body);
if (newContact.errors || newContact['field-errors']) {
console.error(`New Contact POST error for ${postData.lead_id}`);
console.error(body);
return done();
}
// Send emails to new contact
const email = postData.emails[0].email;
if (['create teacher', 'convert teacher'].indexOf(internalLead.contacts[email].trial.properties.siteOrigin) >= 0) {
return sendMail(email, externalLead.id, newContact.id, getRandomEmailTemplate(createTeacherEmailTemplatesAuto1), getRandomEmailApiKey(), emailDelayMinutes, done);
}
else {
return sendMail(email, externalLead.id, newContact.id, getRandomEmailTemplate(demoRequestEmailTemplatesAuto1), getRandomEmailApiKey(), emailDelayMinutes, done);
}
});
};
}
function createAddNoteFn(leadId, newNote) {
return (done) => {
// console.log('DEBUG: addNote', leadId);
const notePostData = {
note: newNote,
lead_id: leadId
};
const options = {
uri: `https://${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 ${leadId}`);
console.error(body);
// console.error(notePostData);
}
return done();
});
};
}
function createSendEmailFn(email, leadId, contactId, template) {
return (done) => {
return sendMail(email, leadId, contactId, template, getRandomEmailApiKey(), emailDelayMinutes, done);
};
}
function sendMail(toEmail, leadId, contactId, template, emailApiKey, delayMinutes, done) {
// console.log('DEBUG: sendMail', toEmail, leadId, contactId, template, emailApiKey, delayMinutes);
// Check for previously sent email
const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/activity/email/?lead_id=${leadId}`;
request.get(url, (error, response, body) => {
if (error) return done(error);
try {
const data = JSON.parse(body);
for (const emailData of data.data) {
if (!isSameEmailTemplateType(emailData.template_id, template)) continue;
for (const email of emailData.to) {
if (email.toLowerCase() === toEmail.toLowerCase()) {
console.error("ERROR: sending duplicate email:", toEmail, leadId, contactId, template, emailData.contact_id);
return done();
}
}
}
}
catch (err) {
console.log(err);
console.log(body);
return done();
}
// Send mail
const dateScheduled = new Date();
dateScheduled.setUTCMinutes(dateScheduled.getUTCMinutes() + delayMinutes);
const postData = {
to: [toEmail],
contact_id: contactId,
lead_id: leadId,
template_id: template,
status: 'scheduled',
date_scheduled: dateScheduled
};
const options = {
uri: `https://${emailApiKey}:X@app.close.io/api/v1/activity/email/`,
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']) {
const errorMessage = `Send email POST error for ${toEmail} ${leadId} ${contactId}`;
console.error(errorMessage);
console.error(body);
// console.error(postData);
return done(errorMessage);
}
return done();
});
});
}
function updateLeads(leads, done) {
// Lookup existing leads via email to protect against direct lead name querying later
// Querying via lead name is unreliable
const existingLeads = {};
const tasks = [];
for (const name in leads) {
if (leadsToSkip.indexOf(name) >= 0) continue;
for (const email in leads[name].contacts) {
tasks.push(createFindExistingLeadFn(email.toLowerCase(), name.toLowerCase(), existingLeads));
}
}
async.series(tasks, (err, results) => {
if (err) return done(err);
const tasks = [];
for (const name in leads) {
if (leadsToSkip.indexOf(name) >= 0) continue;
tasks.push(createUpdateLeadFn(leads[name], existingLeads));
}
async.series(tasks, (err, results) => {
return done(err);
});
});
}