mirror of
https://github.com/codeninjasllc/codecombat.git
synced 2024-11-23 15:48:11 -05:00
989 lines
36 KiB
JavaScript
989 lines
36 KiB
JavaScript
// Upsert new lead data into Close.io
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'use strict';
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if (process.argv.length !== 10) {
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log("Usage: node <script> <Close.io general API key> <Close.io mail API key1> <Close.io mail API key2> <Close.io mail API key3> <Close.io mail API key4> <Close.io EU mail API key> <Intercom 'App ID:API key'> <mongo connection Url>");
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process.exit();
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}
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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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// TODO: Reduce response data via _fields param
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// TODO: Assumes 1:1 contact:email relationship (Close.io supports multiple emails for a single contact)
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// TODO: Cleanup country/status lookup code
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// TODO: Handle trial requests as individual contacts to be imported, instead of batching them into leads immediately via CocoLead objects
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// Save as custom fields instead of user-specific lead notes (also saving nces_ props)
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const commonTrialProperties = ['organization', 'district', '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', 'matt+20160404teacher3 school', 'sdfdsf', 'ddddd', 'dsfadsaf', "Nolan's School of Wonders", 'asdfsadf'];
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const createTeacherEmailTemplatesAuto1 = ['tmpl_i5bQ2dOlMdZTvZil21bhTx44JYoojPbFkciJ0F560mn', 'tmpl_CEZ9PuE1y4PRvlYiKB5kRbZAQcTIucxDvSeqvtQW57G'];
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const demoRequestEmailTemplatesAuto1 = [
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'tmpl_cGb6m4ssDvqjvYd8UaG6cacvtSXkZY3vj9b9lSmdQrf', // (Auto1) Demo Request Short
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'tmpl_2hV6OdOXtsObLQK9qlRdpf0C9QKbER06T17ksGYOoUE', // (Auto1) Demo Request With Questions
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'tmpl_Q0tweZ5H4xs2E489KwdYj3HET9PpzkQ7jgDQb9hOMTR', // (Auto1) Demo Request Without Questions
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];
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const createTeacherInternationalEmailTemplateAuto1 = 'tmpl_8vsXwcr6dWefMnAEfPEcdHaxqSfUKUY8UKq6WfReGqG';
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const demoRequestInternationalEmailTemplateAuto1 = 'tmpl_nnH1p3II7G7NJYiPOIHphuj4XUaDptrZk1mGQb2d9Xa';
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const createTeacherNlEmailTemplatesAuto1 = ['tmpl_yf9tAPasz8KV7L414GhWWIclU8ewclh3Z8lCx2mCoIU', 'tmpl_OgPCV2p59uq0daVuUPF6r1rcQkxJbViyZ1ZMtW45jY8'];
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const demoRequestNlEmailTemplatesAuto1 = ['tmpl_XGKyZm6gcbqZ5jirt7A54Vu8p68cLxAsKZtb9QBABUE', 'tmpl_xcfgQjUHPa6LLsbPWuPvEUElFXHmIpLa4IZEybJ0b0u'];
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// Prioritized Close.io lead status match list
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const closeIoInitialLeadStatuses = [
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{status: 'Inbound UK Auto Attempt 1', regex: /^uk$|\.uk$/},
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{status: 'Inbound Canada Auto Attempt 1', regex: /^ca$|\.ca$/},
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{status: 'Inbound AU Auto Attempt 1', regex: /^au$|\.au$/},
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{status: 'Inbound NZ Auto Attempt 1', regex: /^nz$|\.nz$/},
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{status: 'New US Schools Auto Attempt 1', regex: /^us$|\.us$|\.gov$|k12|sd/},
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{status: 'Inbound International Auto Attempt 1', regex: /^[A-Za-z]{2}$|\.[A-Za-z]{2}$/},
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{status: 'Auto Attempt 1', regex: /^[A-Za-z]*$/}
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];
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const defaultLeadStatus = 'Auto Attempt 1';
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const defaultInternationalLeadStatus = 'Inbound International Auto Attempt 1';
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const defaultEuLeadStatus = 'Inbound EU Auto Attempt 1';
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const usSchoolStatuses = ['Auto Attempt 1', 'New US Schools Auto Attempt 1', 'New US Schools Auto Attempt 1 Low'];
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const emailDelayMinutes = 27;
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const closeParallelLimit = 10;
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const scriptStartTime = new Date();
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const closeIoApiKey = process.argv[2]; // Matt
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// Automatic mails sent as API owners, first key assumed to be primary and gets 50% of the leads
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// Names in comments are for reference, but Source of Truth is updateSalesLeads.sh on the analytics server
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const closeIoMailApiKeys = [
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{
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apiKey: process.argv[3], // Lisa
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weight: .8
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},
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{
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apiKey: process.argv[4], // Elliot
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weight: .15
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},
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{
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apiKey: process.argv[5], // Nolan
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weight: .05
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},
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{
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apiKey: process.argv[6], // Sean
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weight: 0
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},
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];
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const closeIoEuMailApiKey = process.argv[7]; // Jurian
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const intercomAppIdApiKey = process.argv[8];
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const intercomAppId = intercomAppIdApiKey.split(':')[0];
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const intercomApiKey = intercomAppIdApiKey.split(':')[1];
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const mongoConnUrl = process.argv[9];
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const MongoClient = require('mongodb').MongoClient;
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const async = require('async');
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const countryData = require('country-data');
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const countryList = require('country-list')();
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const parseDomain = require('parse-domain');
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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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// ** Main program
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async.series([
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upsertLeads
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],
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(err, results) => {
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if (err) console.error(err);
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log("Script runtime: " + (new Date() - scriptStartTime));
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}
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);
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function upsertLeads(done) {
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// log('DEBUG: Finding leads..');
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findCocoLeads((err, leads) => {
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if (err) return done(err);
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log(`Num leads ${Object.keys(leads).length}`);
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// log('DEBUG: Adding Intercom data..');
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addIntercomData(leads, (err) => {
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if (err) return done(err);
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// log('DEBUG: Updating leads..');
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updateLeads(leads, (err) => {
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return done(err);
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});
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});
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});
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}
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// ** Utilities
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function getCountryCode(country, emails) {
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// console.log(`DEBUG: getCountryCode ${country} ${emails.length}`);
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if (country) {
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if (country.indexOf('Nederland') >= 0) return 'NL';
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let countryCode = countryList.getCode(country);
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if (countryCode) return countryCode;
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}
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for (const email of emails) {
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const domain = parseDomain(email);
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if (!domain) continue;
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const tld = domain.tld;
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if (tld) {
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const matches = /^[A-Za-z]*\.?([A-Za-z]{2})$/ig.exec(tld);
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if (matches && matches.length === 2) {
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return matches[1].toUpperCase();
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}
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}
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}
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}
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function getInitialLeadStatusViaCountry(country, trialRequests) {
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// console.log(`DEBUG: getInitialLeadStatusViaCountry ${country} ${trialRequests.length}`);
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if (/^u\.s\.?(\.a)?\.?$|^us$|usa|america|united states/ig.test(country)) {
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const status = 'New US Schools Auto Attempt 1'
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return isLowValueUsLead(status, trialRequests) ? `${status} Low` : status;
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}
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const highValueLead = isHighValueLead(trialRequests);
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if (/^england$|^uk$|^united kingdom$/ig.test(country) && highValueLead) {
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return 'Inbound UK Auto Attempt 1';
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}
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if (/^ca$|^canada$/ig.test(country)) {
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return 'Inbound Canada Auto Attempt 1';
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}
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if (/^au$|^australia$/ig.test(country)) {
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return 'Inbound AU Auto Attempt 1';
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}
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if (/^nz$|^new zealand$/ig.test(country)) {
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return 'Inbound AU Auto Attempt 1';
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}
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if (/bolivia|iran|korea|macedonia|taiwan|tanzania|^venezuela$/ig.test(country)) {
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return defaultInternationalLeadStatus;
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}
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const countryCode = countryList.getCode(country);
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if (countryCode) {
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if (countryCode === 'NL' || countryCode === 'BE') {
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return defaultEuLeadStatus;
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}
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if (isEuCountryCode(countryCode)) {
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return highValueLead ? 'Inbound EU Auto Attempt 1 High' : defaultEuLeadStatus;
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}
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return defaultInternationalLeadStatus;
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}
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return null;
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}
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function getInitialLeadStatusViaEmails(emails, trialRequests) {
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// console.log(`DEBUG: getInitialLeadStatusViaEmails ${emails.length} ${trialRequests.length}`);
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let currentStatus = null;
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let currentRank = closeIoInitialLeadStatuses.length;
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for (const email of emails) {
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let tld = parseDomain(email).tld;
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tld = tld ? tld.toLowerCase() : '';
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for (let rank = 0; rank < currentRank; rank++) {
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if (closeIoInitialLeadStatuses[rank].regex.test(tld)) {
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currentStatus = closeIoInitialLeadStatuses[rank].status;
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currentRank = rank;
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}
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}
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}
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if (!currentStatus || [defaultLeadStatus, defaultInternationalLeadStatus].indexOf(currentStatus) >= 0) {
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// Look for a better EU match
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const countryCode = getCountryCode(null, emails);
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if (countryCode === 'NL' || countryCode === 'BE') {
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return defaultEuLeadStatus;
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}
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if (isEuCountryCode(countryCode)) {
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return isHighValueLead(trialRequests) ? 'Inbound EU Auto Attempt 1 High' : defaultEuLeadStatus;
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}
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}
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currentStatus = currentStatus ? currentStatus : defaultLeadStatus;
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return isLowValueUsLead(currentStatus, trialRequests) ? `${currentStatus} Low` : currentStatus;
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}
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function isEuCountryCode(countryCode) {
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if (countryData.regions.northernEurope.countries.indexOf(countryCode) >= 0) {
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return true;
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}
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if (countryData.regions.southernEurope.countries.indexOf(countryCode) >= 0) {
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return true;
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}
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if (countryData.regions.easternEurope.countries.indexOf(countryCode) >= 0) {
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return true;
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}
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if (countryData.regions.westernEurope.countries.indexOf(countryCode) >= 0) {
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return true;
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}
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return false;
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}
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function isLowValueUsLead(status, trialRequests) {
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if (isUSSchoolStatus(status)) {
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for (const trialRequest of trialRequests) {
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if (parseInt(trialRequest.properties.nces_district_students) < 5000) {
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return true;
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}
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else if (parseInt(trialRequest.properties.nces_district_students) >= 5000) {
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return false;
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}
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}
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for (const trialRequest of trialRequests) {
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// Must match these values: https://github.com/codecombat/codecombat/blob/master/app/templates/teachers/request-quote-view.jade#L159
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if (['1-500', '500-1,000'].indexOf(trialRequest.properties.numStudentsTotal) >= 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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function isHighValueLead(trialRequests) {
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for (const trialRequest of trialRequests) {
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// Must match these values: https://github.com/codecombat/codecombat/blob/master/app/templates/teachers/request-quote-view.jade#L159
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if (['5,000-10,000', '10,000+'].indexOf(trialRequest.properties.numStudentsTotal) >= 0) {
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return true;
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}
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}
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return false;
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}
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function isUSSchoolStatus(status) {
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return usSchoolStatuses.indexOf(status) >= 0;
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}
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function getEmailApiKey(leadStatus) {
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if (leadStatus === defaultEuLeadStatus) return closeIoEuMailApiKey;
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if (closeIoMailApiKeys.length < 0) return;
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const weightedList = [];
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for (let closeIoMailApiKey of closeIoMailApiKeys) {
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const multiples = closeIoMailApiKey.weight * 100;
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for (let i = 0; i < multiples; i++) {
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weightedList.push(closeIoMailApiKey.apiKey);
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}
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}
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return weightedList[Math.floor(Math.random() * weightedList.length)];
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}
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function getRandomEmailTemplate(templates) {
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if (templates.length < 0) return '';
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return templates[Math.floor(Math.random() * templates.length)];
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}
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function getEmailTemplate(siteOrigin, leadStatus, countryCode) {
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// console.log(`DEBUG: getEmailTemplate ${siteOrigin} ${leadStatus} ${countryCode}`);
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if (isUSSchoolStatus(leadStatus)) {
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if (['create teacher', 'convert teacher'].indexOf(siteOrigin) >= 0) {
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return getRandomEmailTemplate(createTeacherEmailTemplatesAuto1);
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}
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return getRandomEmailTemplate(demoRequestEmailTemplatesAuto1);
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}
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if (leadStatus === defaultEuLeadStatus && (countryCode === 'NL' || countryCode === 'BE')) {
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if (['create teacher', 'convert teacher'].indexOf(siteOrigin) >= 0) {
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return getRandomEmailTemplate(createTeacherNlEmailTemplatesAuto1);
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}
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return getRandomEmailTemplate(demoRequestNlEmailTemplatesAuto1);
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}
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if (['create teacher', 'convert teacher'].indexOf(siteOrigin) >= 0) {
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return createTeacherInternationalEmailTemplateAuto1;
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}
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return demoRequestInternationalEmailTemplateAuto1;
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}
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function isSameEmailTemplateType(template1, template2) {
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if (template1 == template2) {
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return true;
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}
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if (createTeacherEmailTemplatesAuto1.indexOf(template1) >= 0 && createTeacherEmailTemplatesAuto1.indexOf(template2) >= 0) {
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return true;
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}
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if (demoRequestEmailTemplatesAuto1.indexOf(template1) >= 0 && demoRequestEmailTemplatesAuto1.indexOf(template2) >= 0) {
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return true;
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}
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return false;
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}
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function log(str) {
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console.log(new Date().toISOString() + " " + str);
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}
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// ** Coco data collection methods and class
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function findCocoLeads(done) {
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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: {$gte: earliestDate}}, {type: 'course'}]};
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db.collection('trial.requests').find(query).toArray((err, trialRequests) => {
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if (err) {
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db.close();
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return done(err);
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}
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const leads = {};
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const emailLeadMap = {};
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const emails = [];
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for (const trialRequest of trialRequests) {
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if (!trialRequest.properties || !trialRequest.properties.email) continue;
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const email = trialRequest.properties.email.toLowerCase();
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emails.push(email);
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const name = trialRequest.properties.nces_name || trialRequest.properties.organization || trialRequest.properties.school || trialRequest.properties.district || trialRequest.properties.nces_district || email;
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if (!leads[name]) leads[name] = new CocoLead(name);
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leads[name].addTrialRequest(email, trialRequest);
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emailLeadMap[email] = leads[name];
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}
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// Users for trial requests
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const query = {$and: [
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{emailLower: {$in: emails}},
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{anonymous: false}
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]};
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db.collection('users').find(query).toArray((err, users) => {
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if (err) {
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db.close();
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return done(err);
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}
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const userIDs = [];
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const userLeadMap = {};
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const userEmailMap = {};
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for (const user of users) {
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const email = user.emailLower;
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emailLeadMap[email].addUser(email, user);
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userIDs.push(user._id);
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userLeadMap[user._id.valueOf()] = emailLeadMap[email];
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userEmailMap[user._id.valueOf()] = email;
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}
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// Classrooms for users
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const query = {ownerID: {$in: userIDs}};
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db.collection('classrooms').find(query).toArray((err, classrooms) => {
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if (err) {
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db.close();
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return done(err);
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}
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for (const classroom of classrooms) {
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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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});
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});
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});
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});
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}
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function createAddIntercomDataFn(cocoLead, 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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user: intercomAppId,
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pass: intercomApiKey
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},
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headers: {
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'Accept': 'application/json'
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}
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};
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request.get(options, (error, response, body) => {
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if (error) return done(error);
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try {
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const user = JSON.parse(body);
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cocoLead.addIntercomUser(email, user);
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}
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catch (err) {
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console.log(err);
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console.log(body);
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}
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return done();
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});
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};
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}
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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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class CocoLead {
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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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this.trialRequests = [];
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}
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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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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(email, user) {
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if (user && 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/${user.id}/`;
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if (user.last_request_at) {
|
||
this.contacts[email.toLowerCase()].intercomLastSeen = new Date(parseInt(user.last_request_at) * 1000);
|
||
}
|
||
if (user.session_count) {
|
||
this.contacts[email.toLowerCase()].intercomSessionCount = parseInt(user.session_count);
|
||
}
|
||
}
|
||
}
|
||
addTrialRequest(email, trial) {
|
||
if (!this.contacts[email.toLowerCase()]) this.contacts[email.toLowerCase()] = {};
|
||
if (trial.properties.firstName && trial.properties.lastName) {
|
||
this.contacts[email.toLowerCase()].name = `${trial.properties.firstName} ${trial.properties.lastName}`;
|
||
}
|
||
else if (trial.properties.name) {
|
||
this.contacts[email.toLowerCase()].name = trial.properties.name;
|
||
}
|
||
this.contacts[email.toLowerCase()].trial = trial;
|
||
this.trialRequests.push(trial);
|
||
}
|
||
addUser(email, user) {
|
||
this.contacts[email.toLowerCase()].user = user;
|
||
}
|
||
getInitialLeadStatus() {
|
||
for (const email in this.contacts) {
|
||
const props = this.contacts[email].trial.properties;
|
||
if (props && props['country']) {
|
||
const status = getInitialLeadStatusViaCountry(props['country'], this.trialRequests);
|
||
if (status) return status;
|
||
}
|
||
}
|
||
return getInitialLeadStatusViaEmails(Object.keys(this.contacts), this.trialRequests);
|
||
}
|
||
getLeadPostData() {
|
||
const postData = {
|
||
display_name: this.name,
|
||
name: this.name,
|
||
status: this.getInitialLeadStatus(),
|
||
contacts: this.getContactsPostData(),
|
||
custom: {
|
||
lastUpdated: new Date(),
|
||
'Lead Origin': this.getLeadOrigin()
|
||
}
|
||
};
|
||
for (const email in this.contacts) {
|
||
const props = this.contacts[email].trial.properties;
|
||
if (props) {
|
||
for (const prop in props) {
|
||
if (commonTrialProperties.indexOf(prop) >= 0 || /nces_/ig.test(prop)) {
|
||
postData.custom[`demo_${prop}`] = props[prop];
|
||
}
|
||
}
|
||
}
|
||
if (this.contacts[email].intercomLastSeen && (this.contacts[email].intercomLastSeen > (postData.custom['intercom_lastSeen'] || 0))) {
|
||
postData.custom['intercom_lastSeen'] = this.contacts[email].intercomLastSeen;
|
||
}
|
||
if (this.contacts[email].intercomSessionCount && (this.contacts[email].intercomSessionCount > (postData.custom['intercom_sessionCount'] || 0))) {
|
||
postData.custom['intercom_sessionCount'] = this.contacts[email].intercomSessionCount;
|
||
}
|
||
}
|
||
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 (!currentCustom[`demo_${prop}`] && (commonTrialProperties.indexOf(prop) >= 0 || /nces_/ig.test(prop))) {
|
||
putData[`custom.demo_${prop}`] = props[prop];
|
||
}
|
||
}
|
||
}
|
||
if (this.contacts[email].intercomLastSeen && (this.contacts[email].intercomLastSeen > (currentCustom['intercom_lastSeen'] || 0))) {
|
||
putData['custom.intercom_lastSeen'] = this.contacts[email].intercomLastSeen;
|
||
}
|
||
if (this.contacts[email].intercomSessionCount && (this.contacts[email].intercomSessionCount > (currentCustom['intercom_sessionCount'] || 0))) {
|
||
putData['custom.intercom_sessionCount'] = this.contacts[email].intercomSessionCount;
|
||
}
|
||
}
|
||
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.intercomLastSeen) noteData += `intercom_lastSeen: ${contact.intercomLastSeen}\n`;
|
||
if (contact.intercomSessionCount) noteData += `intercom_sessionCount: ${contact.intercomSessionCount}\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: ${contact.numStudents}\n`
|
||
}
|
||
notes.push(noteData);
|
||
}
|
||
}
|
||
return notes;
|
||
}
|
||
}
|
||
|
||
// ** Upsert Close.io methods
|
||
|
||
function updateExistingLead(lead, existingLead, userApiKeyMap, done) {
|
||
// console.log('DEBUG: updateExistingLead', existingLead.id);
|
||
const putData = lead.getLeadPutData(existingLead);
|
||
const options = {
|
||
uri: `https://${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 ${lead.name}`);
|
||
console.error(body);
|
||
// console.log(putData);
|
||
return done();
|
||
}
|
||
|
||
// Add contacts
|
||
const newContacts = lead.getContactsPostData(existingLead);
|
||
const tasks = []
|
||
for (const newContact of newContacts) {
|
||
newContact.lead_id = existingLead.id;
|
||
tasks.push(createAddContactFn(newContact, lead, existingLead, userApiKeyMap));
|
||
}
|
||
async.parallelLimit(tasks, closeParallelLimit, (err, results) => {
|
||
if (err) return done(err);
|
||
|
||
// Add notes
|
||
const url = `https://${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.parallelLimit(tasks, closeParallelLimit, (err, results) => {
|
||
return done(err);
|
||
});
|
||
});
|
||
});
|
||
});
|
||
}
|
||
|
||
function saveNewLead(lead, done) {
|
||
const postData = lead.getLeadPostData();
|
||
// console.log(`DEBUG: saveNewLead ${lead.name} ${postData.status}`);
|
||
const options = {
|
||
uri: `https://${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 ${lead.name}`);
|
||
console.error(body);
|
||
// console.error(JSON.stringify(postData, null, 2));
|
||
return done();
|
||
}
|
||
|
||
// Add notes
|
||
const newNotes = lead.getNotesPostData();
|
||
const tasks = []
|
||
for (const newNote of newNotes) {
|
||
tasks.push(createAddNoteFn(existingLead.id, newNote));
|
||
}
|
||
async.parallelLimit(tasks, closeParallelLimit, (err, results) => {
|
||
if (err) return done(err);
|
||
|
||
// Send emails to new contacts
|
||
const tasks = [];
|
||
for (const contact of existingLead.contacts) {
|
||
for (const email of contact.emails) {
|
||
const countryCode = getCountryCode(lead.contacts[email.email].trial.properties.country, [email.email]);
|
||
const emailTemplate = getEmailTemplate(lead.contacts[email.email].trial.properties.siteOrigin, postData.status, countryCode);
|
||
tasks.push(createSendEmailFn(email.email, existingLead.id, contact.id, emailTemplate, postData.status));
|
||
}
|
||
}
|
||
async.parallelLimit(tasks, closeParallelLimit, (err, results) => {
|
||
return done(err);
|
||
});
|
||
});
|
||
});
|
||
}
|
||
|
||
function createFindExistingLeadFn(email, name, existingLeads) {
|
||
return (done) => {
|
||
// console.log('DEBUG: findEmailLead', email);
|
||
const query = `recipient:"${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, userApiKeyMap) {
|
||
// New contact lead matching algorithm:
|
||
// 1. New contact email exists
|
||
// 2. New contact NCES school id exists
|
||
// 3. New contact NCES district id and no NCES school id
|
||
// 4. New contact school name and no NCES data
|
||
// 5. New contact district name and no NCES data
|
||
return (done) => {
|
||
// console.log('DEBUG: updateLead', lead.name);
|
||
|
||
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], userApiKeyMap, done);
|
||
}
|
||
console.error(`ERROR: ${existingLeads[lead.name.toLowerCase()].length} email leads found for ${lead.name}`);
|
||
return done();
|
||
}
|
||
|
||
let nces_district_id;
|
||
let nces_school_id;
|
||
for (const trial of lead.trialRequests) {
|
||
if (!trial.properties) continue;
|
||
if (trial.properties.nces_district_id) {
|
||
nces_district_id = trial.properties.nces_district_id;
|
||
if (trial.properties.nces_id) {
|
||
nces_district_id = trial.properties.nces_district_id;
|
||
nces_school_id = trial.properties.nces_id;
|
||
break;
|
||
}
|
||
}
|
||
}
|
||
// console.log(`DEBUG: updateLead district ${nces_district_id} school ${nces_school_id}`);
|
||
|
||
let query = `name:"${lead.name}"`;
|
||
if (nces_school_id) {
|
||
query = `custom.demo_nces_id:"${nces_school_id}"`;
|
||
}
|
||
else if (nces_district_id) {
|
||
query = `custom.demo_nces_district_id:"${nces_district_id}" custom.demo_nces_id:""`;
|
||
}
|
||
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 > 1) {
|
||
console.error(`ERROR: ${data.total_results} leads found for ${lead.name} nces_district_id=${nces_district_id} nces_school_id=${nces_school_id}`);
|
||
return done();
|
||
}
|
||
if (data.total_results === 1) {
|
||
return updateExistingLead(lead, data.data[0], userApiKeyMap, done);
|
||
}
|
||
return saveNewLead(lead, done);
|
||
} catch (error) {
|
||
console.log(`ERROR: updateLead ${error}`);
|
||
return done();
|
||
}
|
||
});
|
||
};
|
||
}
|
||
|
||
function createAddContactFn(postData, internalLead, closeIoLead, userApiKeyMap) {
|
||
return (done) => {
|
||
// console.log('DEBUG: addContact', postData.lead_id);
|
||
|
||
// Create new contact
|
||
const options = {
|
||
uri: `https://${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 ${postData.lead_id}`);
|
||
console.error(body);
|
||
return done();
|
||
}
|
||
|
||
// Find previous internal user for new contact correspondence
|
||
const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/activity/email/?lead_id=${closeIoLead.id}`;
|
||
request.get(url, (error, response, body) => {
|
||
if (error) return done(error);
|
||
const data = JSON.parse(body);
|
||
let emailApiKey = data.data && data.data.length > 0 ? userApiKeyMap[data.data[0].user_id] : getEmailApiKey(closeIoLead.status_label);
|
||
if (!emailApiKey) emailApiKey = getEmailApiKey(closeIoLead.status_label);
|
||
|
||
// Send email to new contact
|
||
const email = postData.emails[0].email;
|
||
const countryCode = getCountryCode(internalLead.contacts[email].trial.properties.country, [email]);
|
||
const emailTemplate = getEmailTemplate(internalLead.contacts[email].trial.properties.siteOrigin, closeIoLead.status_label, countryCode);
|
||
sendMail(email, closeIoLead.id, newContact.id, emailTemplate, emailApiKey, emailDelayMinutes, done);
|
||
});
|
||
});
|
||
};
|
||
}
|
||
|
||
function createAddNoteFn(leadId, newNote) {
|
||
return (done) => {
|
||
// console.log('DEBUG: addNote', leadId);
|
||
const notePostData = {
|
||
note: newNote,
|
||
lead_id: leadId
|
||
};
|
||
const options = {
|
||
uri: `https://${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 ${leadId}`);
|
||
console.error(body);
|
||
// console.error(notePostData);
|
||
}
|
||
return done();
|
||
});
|
||
};
|
||
}
|
||
|
||
function createSendEmailFn(email, leadId, contactId, template, leadStatus) {
|
||
return (done) => {
|
||
return sendMail(email, leadId, contactId, template, getEmailApiKey(leadStatus), emailDelayMinutes, done);
|
||
};
|
||
}
|
||
|
||
function sendMail(toEmail, leadId, contactId, template, emailApiKey, delayMinutes, done) {
|
||
// console.log('DEBUG: sendMail', toEmail, leadId, contactId, template, emailApiKey, delayMinutes);
|
||
|
||
// Check for previously sent email
|
||
const url = `https://${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} ${contactId}`;
|
||
console.error(errorMessage);
|
||
console.error(body);
|
||
// console.error(postData);
|
||
return done(errorMessage);
|
||
}
|
||
return done();
|
||
});
|
||
});
|
||
}
|
||
|
||
function updateLeads(leads, done) {
|
||
const userApiKeyMap = {};
|
||
let createGetUserFn = (apiKey) => {
|
||
return (done) => {
|
||
const url = `https://${apiKey}:X@app.close.io/api/v1/me/`;
|
||
request.get(url, (error, response, body) => {
|
||
if (error) return done();
|
||
const results = JSON.parse(body);
|
||
userApiKeyMap[results.id] = apiKey;
|
||
return done();
|
||
});
|
||
};
|
||
}
|
||
const tasks = [];
|
||
for (const closeIoMailApiKey of closeIoMailApiKeys) {
|
||
tasks.push(createGetUserFn(closeIoMailApiKey.apiKey));
|
||
}
|
||
async.parallelLimit(tasks, closeParallelLimit, (err, results) => {
|
||
if (err) console.log(err);
|
||
// 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.parallelLimit(tasks, closeParallelLimit, (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, userApiKeyMap));
|
||
}
|
||
async.parallelLimit(tasks, closeParallelLimit, (err, results) => {
|
||
return done(err);
|
||
});
|
||
});
|
||
});
|
||
}
|