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add integration with leadsquared #672

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@Iamsidar07 Iamsidar07 commented Aug 21, 2024

fixes #649

Integrated Objects:
Task,
Contacts,
Engagements,
Deal

Summary by CodeRabbit

  • New Features

    • Introduced a comprehensive integration with LeadSquared CRM, allowing users to manage contacts, deals, engagements, and tasks effectively.
    • Added synchronization capabilities for contacts, deals, engagements, and tasks to enhance data consistency.
  • Type Definitions

    • Implemented new TypeScript types for improved type safety across LeadSquared-related data interactions.
  • Configuration Updates

    • Updated metadata to include a new connector for LeadSquared, enhancing integration capabilities.

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⚠️ No Changeset found

Latest commit: 17bb22a

Merging this PR will not cause a version bump for any packages. If these changes should not result in a new version, you're good to go. If these changes should result in a version bump, you need to add a changeset.

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Commits

Files that changed from the base of the PR and between aea9a7e and 17bb22a.

Walkthrough

Walkthrough

The integration of LeadSquared CRM enhances contact, deal, task, and engagement management with newly implemented service classes and mapping utilities. These components facilitate efficient addition and synchronization of entities, leveraging TypeScript for improved type safety and centralized error handling in API interactions.

Changes

Files Change Summary
packages/api/src/crm/contact/services/leadsquared/*.ts Introduced LeadSquaredService class for contact management with methods to add and sync contacts. New TypeScript types defined.
packages/api/src/crm/deal/services/leadsquared/*.ts Introduced LeadSquaredService class for deal management with addition and synchronization methods. New TypeScript types defined.
packages/api/src/crm/engagement/services/leadsquared/*.ts Introduced LeadSquaredService class for engagement management, including methods to add and sync engagement data. New TypeScript types defined.
packages/api/src/crm/task/services/leadsquared/*.ts Introduced LeadSquaredService class for task management with methods for transforming and syncing tasks. New TypeScript types defined.
packages/shared/src/connectors/metadata.ts Updated CONNECTORS_METADATA to include a new entry for LeadSquared, enhancing integration capabilities.

Assessment against linked issues

Objective Addressed Explanation
Add integration with LeadSquared CRM (649)
Integrate with Contacts, Deals, Tasks, Engagements (649)
Support read and write data (649)

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Actionable comments posted: 38

Review details

Configuration used: CodeRabbit UI
Review profile: ASSERTIVE

Commits

Files that changed from the base of the PR and between 66be9ac and 0075be9.

Files selected for processing (13)
  • packages/api/src/crm/contact/services/leadsquared/index.ts (1 hunks)
  • packages/api/src/crm/contact/services/leadsquared/mappers.ts (1 hunks)
  • packages/api/src/crm/contact/services/leadsquared/types.ts (1 hunks)
  • packages/api/src/crm/deal/services/leadsquared/index.ts (1 hunks)
  • packages/api/src/crm/deal/services/leadsquared/mappers.ts (1 hunks)
  • packages/api/src/crm/deal/services/leadsquared/types.ts (1 hunks)
  • packages/api/src/crm/engagement/services/leadsquared/index.ts (1 hunks)
  • packages/api/src/crm/engagement/services/leadsquared/mappers.ts (1 hunks)
  • packages/api/src/crm/engagement/services/leadsquared/types.ts (1 hunks)
  • packages/api/src/crm/task/services/leadsquared/index.ts (1 hunks)
  • packages/api/src/crm/task/services/leadsquared/mappers.ts (1 hunks)
  • packages/api/src/crm/task/services/leadsquared/types.ts (1 hunks)
  • packages/shared/src/connectors/metadata.ts (15 hunks)
Additional context used
Biome
packages/api/src/crm/task/services/leadsquared/index.ts

[error] 23-23: Template literals are preferred over string concatenation.

Unsafe fix: Use a template literal.

(lint/style/useTemplate)

packages/api/src/crm/deal/services/leadsquared/index.ts

[error] 23-23: Template literals are preferred over string concatenation.

Unsafe fix: Use a template literal.

(lint/style/useTemplate)

packages/api/src/crm/contact/services/leadsquared/index.ts

[error] 27-27: Template literals are preferred over string concatenation.

Unsafe fix: Use a template literal.

(lint/style/useTemplate)

packages/api/src/crm/contact/services/leadsquared/mappers.ts

[error] 44-44: Change to an optional chain.

Unsafe fix: Change to an optional chain.

(lint/complexity/useOptionalChain)


[error] 112-112: Change to an optional chain.

Unsafe fix: Change to an optional chain.

(lint/complexity/useOptionalChain)


[error] 123-123: Change to an optional chain.

Unsafe fix: Change to an optional chain.

(lint/complexity/useOptionalChain)


[error] 129-129: Change to an optional chain.

Unsafe fix: Change to an optional chain.

(lint/complexity/useOptionalChain)


[error] 135-135: Change to an optional chain.

Unsafe fix: Change to an optional chain.

(lint/complexity/useOptionalChain)


[error] 141-141: Change to an optional chain.

Unsafe fix: Change to an optional chain.

(lint/complexity/useOptionalChain)

packages/api/src/crm/engagement/services/leadsquared/index.ts

[error] 31-31: Template literals are preferred over string concatenation.

Unsafe fix: Use a template literal.

(lint/style/useTemplate)

Additional comments not posted (14)
packages/api/src/crm/task/services/leadsquared/types.ts (1)

10-30: Ensure consistency in date formats.

The date fields like DueDate, CreatedOn, ModifiedOn, etc., are represented as strings. Ensure that the date format is consistent across the application and consider using a date library for parsing and formatting.

Would you like assistance in implementing a date handling library?

packages/api/src/crm/deal/services/leadsquared/types.ts (1)

22-25: Ensure required fields are validated.

The LeadSquaredDealInput type requires at least one unique field in LeadDetails and the Attribute 'SearchBy'. Ensure that these requirements are validated in the application logic.

Would you like assistance in implementing validation logic?

packages/api/src/crm/deal/services/leadsquared/index.ts (1)

28-83: Ensure error handling covers all scenarios.

The addDeal method handles errors using handle3rdPartyServiceError. Ensure that all potential errors, including network issues and invalid responses, are covered.

Verify error handling by checking the implementation of handle3rdPartyServiceError to ensure comprehensive coverage.

packages/api/src/crm/contact/services/leadsquared/index.ts (1)

42-88: Ensure error handling covers all scenarios.

The addContact method handles errors using handle3rdPartyServiceError. Ensure that all potential errors, including network issues and invalid responses, are covered.

Verify error handling by checking the implementation of handle3rdPartyServiceError to ensure comprehensive coverage.

Verification successful

Comprehensive Error Handling Verification

The error handling in the addContact method is generally robust. The handle3rdPartyServiceError function captures errors and throws a ThirdPartyApiServiceError, which includes the original error as a cause. This approach allows for capturing detailed error information. However, ensure that the cause property is populated with specific error details to differentiate between various error scenarios effectively.

  • The ThirdPartyApiServiceError class is implemented in packages/api/src/@core/utils/errors.ts.
  • The throwTypedError function logs and throws the error, ensuring that error messages are recorded.
Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Description: Verify error handling in `handle3rdPartyServiceError`.

# Test: Search for the function implementation. Expect: Comprehensive error handling.
ast-grep --lang typescript --pattern $'function handle3rdPartyServiceError($_, $_, $_, $_, $_) { $$$ }'

Length of output: 1073


Script:

#!/bin/bash
# Description: Verify the implementation of `ThirdPartyApiServiceError` and `throwTypedError`.

# Search for the `ThirdPartyApiServiceError` class or function to understand its implementation.
ast-grep --lang typescript --pattern $'class ThirdPartyApiServiceError extends $_ { $$$ }'

# Search for the `throwTypedError` function to understand its implementation.
ast-grep --lang typescript --pattern $'function throwTypedError($_, $_) { $$$ }'

Length of output: 1231

packages/api/src/crm/deal/services/leadsquared/mappers.ts (1)

31-110: Ensure all fields are mapped correctly in desunify.

Verify that all necessary fields from UnifiedCrmDealInput are correctly mapped to LeadSquaredDealInput.

Check the mapping logic for completeness and accuracy.

packages/api/src/crm/task/services/leadsquared/mappers.ts (1)

30-91: Ensure all fields are mapped correctly in desunify.

Verify that all necessary fields from UnifiedCrmTaskInput are correctly mapped to LeadSquaredTaskInput.

Check the mapping logic for completeness and accuracy.

packages/api/src/crm/engagement/services/leadsquared/index.ts (2)

36-43: Ensure date formatting consistency.

The formatDateForLeadSquared method formats dates in a specific pattern. Ensure that this format is consistent with LeadSquared's API requirements.


173-211: Validate API response structure.

In the addEmail method, ensure that the API response structure is validated before accessing nested properties to avoid runtime errors.

packages/api/src/crm/engagement/services/leadsquared/mappers.ts (4)

34-41: Ensure consistency in date formatting.

The formatDateForLeadSquared method should ensure that the date format aligns with LeadSquared's API requirements.


65-119: Check for null or undefined values in desunifyEmail.

Ensure that values like source.subject and source.content are not null or undefined before using them. This will prevent potential runtime errors.


271-312: Ensure all fields are mapped in unifyMeeting.

In unifyMeeting, ensure that all necessary fields from LeadSquaredEngagementMeetingOutput are mapped to UnifiedCrmEngagementOutput.


314-362: Ensure all fields are mapped in unifyEmail.

In unifyEmail, ensure that all necessary fields from LeadSquaredEngagementEmailOutput are mapped to UnifiedCrmEngagementOutput.

packages/shared/src/connectors/metadata.ts (2)

372-394: Verify LeadSquared connector configuration.

Ensure that the LeadSquared connector configuration, including URLs and authentication strategy, aligns with the LeadSquared API documentation.


Line range hint 1-1089: Formatting changes improve readability.

The formatting adjustments throughout the file enhance readability and maintain consistency. No issues found.

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Actionable comments posted: 1

Review details

Configuration used: CodeRabbit UI
Review profile: ASSERTIVE

Commits

Files that changed from the base of the PR and between 0075be9 and b617d03.

Files selected for processing (8)
  • packages/api/src/crm/contact/services/leadsquared/index.ts (1 hunks)
  • packages/api/src/crm/contact/services/leadsquared/types.ts (1 hunks)
  • packages/api/src/crm/deal/services/leadsquared/index.ts (1 hunks)
  • packages/api/src/crm/deal/services/leadsquared/mappers.ts (1 hunks)
  • packages/api/src/crm/deal/services/leadsquared/types.ts (1 hunks)
  • packages/api/src/crm/engagement/services/leadsquared/index.ts (1 hunks)
  • packages/api/src/crm/engagement/services/leadsquared/mappers.ts (1 hunks)
  • packages/api/src/crm/task/services/leadsquared/mappers.ts (1 hunks)
Additional context used
Learnings (3)
packages/api/src/crm/deal/services/leadsquared/types.ts (1)
Learnt from: Iamsidar07
PR: panoratech/Panora#672
File: packages/api/src/crm/engagement/services/leadsquared/types.ts:28-37
Timestamp: 2024-08-21T06:06:23.018Z
Learning: The naming conventions for `RecipientType` in the LeadSquared integration should remain as specified in the documentation, even if they appear inconsistent with other naming conventions.
packages/api/src/crm/contact/services/leadsquared/types.ts (1)
Learnt from: Iamsidar07
PR: panoratech/Panora#672
File: packages/api/src/crm/engagement/services/leadsquared/types.ts:28-37
Timestamp: 2024-08-21T06:06:23.018Z
Learning: The naming conventions for `RecipientType` in the LeadSquared integration should remain as specified in the documentation, even if they appear inconsistent with other naming conventions.
packages/api/src/crm/engagement/services/leadsquared/index.ts (1)
Learnt from: Iamsidar07
PR: panoratech/Panora#672
File: packages/api/src/crm/engagement/services/leadsquared/types.ts:28-37
Timestamp: 2024-08-21T06:06:23.018Z
Learning: The naming conventions for `RecipientType` in the LeadSquared integration should remain as specified in the documentation, even if they appear inconsistent with other naming conventions.
Biome
packages/api/src/crm/deal/services/leadsquared/index.ts

[error] 23-23: Template literals are preferred over string concatenation.

Unsafe fix: Use a template literal.

(lint/style/useTemplate)

packages/api/src/crm/contact/services/leadsquared/index.ts

[error] 27-27: Template literals are preferred over string concatenation.

Unsafe fix: Use a template literal.

(lint/style/useTemplate)

packages/api/src/crm/engagement/services/leadsquared/index.ts

[error] 31-31: Template literals are preferred over string concatenation.

Unsafe fix: Use a template literal.

(lint/style/useTemplate)

Additional comments not posted (40)
packages/api/src/crm/deal/services/leadsquared/types.ts (5)

1-4: LGTM!

The LeadDetail type is correctly defined.


6-9: LGTM!

The Field type is correctly defined.


11-20: LGTM!

The Opportunity type is well-structured and correctly defined.


22-25: LGTM!

The LeadSquaredDealInput type is correctly defined, and the comment provides useful information.


27-52: LGTM!

The LeadSquaredDealOutput type is comprehensive and correctly defined.

packages/api/src/crm/contact/services/leadsquared/types.ts (3)

1-88: LGTM!

The LeadSquaredContact type is comprehensive and correctly defined.


99-99: LGTM!

The LeadSquaredContactInput type is correctly defined using Partial.


100-100: LGTM!

The LeadSquaredContactOutput type is correctly defined as equivalent to LeadSquaredContactInput.

packages/api/src/crm/deal/services/leadsquared/index.ts (3)

28-82: LGTM!

The addDeal method is well-structured and correctly handles errors.


85-127: LGTM!

The sync method is well-structured and correctly handles errors.


22-24: Use template literals for string concatenation.

Consider using template literals for better readability and maintainability.

- this.logger.setContext(CrmObject.deal.toUpperCase() + ':' + LeadSquaredService.name);
+ this.logger.setContext(`${CrmObject.deal.toUpperCase()}:${LeadSquaredService.name}`);

Likely invalid or redundant comment.

Tools
Biome

[error] 23-23: Template literals are preferred over string concatenation.

Unsafe fix: Use a template literal.

(lint/style/useTemplate)

packages/api/src/crm/contact/services/leadsquared/index.ts (3)

42-88: LGTM!

The addContact method is well-structured and correctly handles errors.


91-148: LGTM!

The sync method is well-structured and correctly handles errors.


26-28: Use template literals for string concatenation.

Consider using template literals for better readability and maintainability.

- this.logger.setContext(CrmObject.contact.toUpperCase() + ':' + LeadSquaredService.name);
+ this.logger.setContext(`${CrmObject.contact.toUpperCase()}:${LeadSquaredService.name}`);

Likely invalid or redundant comment.

Tools
Biome

[error] 27-27: Template literals are preferred over string concatenation.

Unsafe fix: Use a template literal.

(lint/style/useTemplate)

packages/api/src/crm/deal/services/leadsquared/mappers.ts (4)

12-20: LGTM!

The constructor is straightforward and correctly registers the service.


21-29: LGTM!

The formatDateForLeadSquared method is correctly implemented and uses zero-padding for consistency.


31-110: LGTM!

The desunify method is well-structured and correctly uses async/await.


112-172: LGTM!

The unify method is well-structured and correctly handles arrays and async/await.

packages/api/src/crm/task/services/leadsquared/mappers.ts (5)

11-18: Constructor registration looks good!

The constructor correctly registers the service with the mappersRegistry.


20-28: Date formatting is correctly implemented!

The function correctly formats the date with zero-padded month and date.


30-90: Desunify function is well-implemented!

The function correctly maps the UnifiedCrmTaskInput to LeadSquaredTaskInput, handling optional fields and ID conversion.


93-114: Unify function is correctly implemented!

The function handles both single and multiple LeadSquaredTaskOutput inputs, mapping them to UnifiedCrmTaskOutput.


116-183: mapSingleTaskToUnified function looks good!

The function correctly maps a single LeadSquaredTaskOutput to UnifiedCrmTaskOutput, handling field mappings and optional fields.

packages/api/src/crm/engagement/services/leadsquared/index.ts (8)

36-44: Date formatting is correctly implemented!

The function correctly formats the date with zero-padded month and date.


46-80: AddEngagement function is well-implemented!

The function correctly handles different engagement types and error handling.


82-122: AddCall function is correctly implemented!

The function retrieves connection details, sets headers, and handles errors.


124-171: AddMeeting function is correctly implemented!

The function retrieves connection details, sets headers, and handles errors.


173-212: AddEmail function is well-implemented!

The function retrieves connection details, sets headers, and handles errors.


214-259: SyncEmails function is correctly implemented!

The function retrieves connection details, sets headers, and handles errors.


261-310: SyncMeetings function is well-implemented!

The function retrieves connection details, sets headers, and handles errors.


312-339: Sync function is correctly implemented!

The function handles different engagement types and error handling.

packages/api/src/crm/engagement/services/leadsquared/mappers.ts (9)

20-32: Constructor registration looks good!

The constructor correctly registers the service with the mappersRegistry.


34-42: Date formatting is correctly implemented!

The function correctly formats the date with zero-padded month and date.


44-63: Desunify function is well-implemented!

The function correctly maps the UnifiedCrmEngagementInput to LeadSquaredEngagementInput, handling optional fields and ID conversion.


65-118: DesunifyEmail function is well-implemented!

The function correctly maps the UnifiedCrmEngagementInput to LeadSquaredEngagementEmailInput, handling optional fields and ID conversion.


121-187: DesunifyMeeting function is correctly implemented!

The function maps the UnifiedCrmEngagementInput to LeadSquaredEngagementMeetingInput, handling optional fields and ID conversion.


189-239: DesunifyCall function is well-implemented!

The function maps the UnifiedCrmEngagementInput to LeadSquaredEngagementCallInput, handling optional fields and ID conversion.


241-269: Unify function is correctly implemented!

The function maps LeadSquaredEngagementOutput to UnifiedCrmEngagementOutput, handling various engagement types.


271-312: UnifyMeeting function is well-implemented!

The function maps the LeadSquaredEngagementMeetingOutput to UnifiedCrmEngagementOutput, handling field mappings and optional fields.


313-363: UnifyEmail function is correctly implemented!

The function maps the LeadSquaredEngagementEmailOutput to UnifiedCrmEngagementOutput, handling field mappings and optional fields.

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Actionable comments posted: 0

Review details

Configuration used: CodeRabbit UI
Review profile: ASSERTIVE

Commits

Files that changed from the base of the PR and between b617d03 and aea9a7e.

Files selected for processing (1)
  • packages/api/src/crm/contact/services/leadsquared/index.ts (1 hunks)
Additional context used
Biome
packages/api/src/crm/contact/services/leadsquared/index.ts

[error] 27-27: Template literals are preferred over string concatenation.

Unsafe fix: Use a template literal.

(lint/style/useTemplate)

Additional comments not posted (5)
packages/api/src/crm/contact/services/leadsquared/index.ts (5)

1-16: Imports look good.

The imported modules and services are relevant and necessary for the functionality provided in the file.


20-30: Constructor is well-structured.

The constructor initializes necessary services and sets the logger context. The service registration is also correctly implemented.

Tools
Biome

[error] 27-27: Template literals are preferred over string concatenation.

Unsafe fix: Use a template literal.

(lint/style/useTemplate)


32-40: Date formatting method is correct.

The formatDateForLeadSquared method correctly formats a Date object into the required string format.


42-89: Verify connection object before proceeding.

Ensure that the connection object is not null or undefined before accessing its properties. This will prevent runtime errors.

Consider adding a check like this:

if (!connection) {
  throw new Error('No connection found for the provided linkedUserId.');
}

91-154: Sync method is well-structured.

The method retrieves recently modified leads and logs the operation. Consider optimizing the mapping logic as suggested in the existing comment.

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
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feat: Add integration with: LeadSquared (CRM)
2 participants