feat: pipedrive support - lead, company, contact, deal (#168)

* feat: pipedrive support - lead, company, contect, deal

* add breaks

* pipedrive event / note / task

* update sdk ui

* update sdk func for redirection logic

* scope selectedIntegrationId better

* api minor fixes

* pipedrive user apis

* pipedrive event and task

* add coming soon integrations; and sdk ui fixes

* add css coming soon title

* Resolve conflicts

* 🐞 Error handling

* revert error handling

fern/api/definition/common/unified.yml

@@ -70,17 +70,19 @@ types:
                 docs: Name of the company in a CRM.
             industry:
                 type: string
-                docs: Industry associated with this company.
+                docs: Industry associated with this company. (not supported by pipedrive)
             description:
                 type: string
-                docs: Description of the company.
-            annualRevenue: integer
+                docs: Description of the company. (not supported by pipedrive)
+            annualRevenue:
+                type: integer
+                docs: Annual revenue of the company. (not supported by pipedrive)
             size:
                 type: integer
                 docs: Number of employees or size of the company.
             phone:
                 type: string
-                docs: Phone number of the company.
+                docs: Phone number of the company. (not supported by pipedrive)
             address:
                 type: CompanyAddress
                 docs: Company address.
@@ -142,7 +144,7 @@ types:
                 docs: Body of the task description.
             priority:
                 type: string
-                docs: The priority of the task in hand.
+                docs: The priority of the task in hand. (not supported by pipedrive)
             status:
                 type: string
                 docs: Completion status of the task.

packages/backend/constants/pipedrive.ts

@@ -93,7 +93,7 @@ export interface PipedriveContact {
     cc_email: string;
 }
 
-export interface PipedriveOrganization {
+export interface PipedriveCompany {
     id: string;
     company_id: number;
     owner_id: {
@@ -181,5 +181,228 @@ export interface PipedriveLead {
     visible_to: string;
     cc_email: string;
     person: Partial<PipedriveContact>;
-    organization: Partial<PipedriveOrganization>;
+    organization: Partial<PipedriveCompany>;
+}
+
+export interface PipedriveDeal {
+    id: string;
+    creator_user_id: {
+        id: string;
+        name: string;
+        email: string;
+        has_pic: boolean;
+        active_flag: boolean;
+        value: number;
+    };
+    user_id: {
+        id: string;
+        name: string;
+        email: string;
+        has_pic: boolean;
+        active_flag: boolean;
+        value: string;
+    };
+    person_id: {
+        active_flag: boolean;
+        name: string;
+        email: { label: string; value: string; primary: boolean }[];
+        phone: { label: string; value: string; primary: boolean }[];
+        value: string;
+    };
+    org_id: {
+        name: string;
+        people_count: number;
+        owner_id: string;
+        address: string;
+        active_flag: boolean;
+        cc_email: string;
+        value: string;
+    };
+    stage_id: string;
+    title: string;
+    value: number;
+    currency: string;
+    add_time: Date;
+    update_time: Date;
+    stage_change_time: Date;
+    active: boolean;
+    deleted: boolean;
+    status: string;
+    probability: number;
+    next_activity_date: string;
+    next_activity_time: string;
+    next_activity_id: string;
+    last_activity_id: string;
+    last_activity_date: string;
+    lost_reason: string;
+    visible_to: string;
+    close_time: Date;
+    pipeline_id: string;
+    won_time: Date;
+    first_won_time: Date;
+    lost_time: string;
+    products_count: number;
+    files_count: number;
+    notes_count: number;
+    followers_count: number;
+    email_messages_count: number;
+    activities_count: number;
+    done_activities_count: number;
+    undone_activities_count: number;
+    participants_count: number;
+    expected_close_date: string;
+    last_incoming_mail_time: string;
+    last_outgoing_mail_time: string;
+    label: string;
+    stage_order_nr: number;
+    person_name: string;
+    org_name: string;
+    next_activity_subject: string;
+    next_activity_type: string;
+    next_activity_duration: string;
+    next_activity_note: string;
+    formatted_value: string;
+    weighted_value: string;
+    formatted_weighted_value: string;
+    weighted_value_currency: string;
+    rotten_time: string;
+    owner_name: string;
+    cc_email: string;
+    org_hidden: boolean;
+    person_hidden: boolean;
+    // average_time_to_won: { y: 0; m: 0; d: 0; h: 0; i: 20; s: 49; total_seconds: 1249 };
+    // average_stage_progress: 4.99;
+    // age: { y: 0; m: 6; d: 14; h: 8; i: 57; s: 26; total_seconds: 17139446 };
+    // stay_in_pipeline_stages: {
+    //     times_in_stages: { '1': 15721267; '2': 1288449; '3': 4368; '4': 3315; '5': 26460 };
+    //     order_of_stages: [1, 2, 3, 4, 5];
+    // };
+    last_activity: any;
+    next_activity: any;
+}
+
+export interface PipedriveEvent {
+    id: string;
+    company_id: string;
+    user_id: string;
+    done: boolean;
+    type: string;
+    reference_type: string;
+    reference_id: string;
+    conference_meeting_client: string;
+    conference_meeting_url: string;
+    conference_meeting_id: string;
+    due_date: string;
+    due_time: string;
+    duration: string;
+    busy_flag: boolean;
+    add_time: string;
+    marked_as_done_time: string;
+    last_notification_time: Date;
+    last_notification_user_id: string;
+    notification_language_id: string;
+    subject: string;
+    public_description: string;
+    calendar_sync_include_context: string;
+    location: string;
+    org_id: string;
+    person_id: string;
+    deal_id: string;
+    lead_id: string;
+    project_id: string;
+    active_flag: boolean;
+    update_time: Date;
+    update_user_id: string;
+    gcal_event_id: string;
+    google_calendar_id: string;
+    google_calendar_etag: string;
+    source_timezone: string;
+    rec_rule: string;
+    rec_rule_extension: string;
+    rec_master_activity_id: string;
+    series: any[];
+    note: string;
+    created_by_user_id: string;
+    location_subpremise: string;
+    location_street_number: string;
+    location_route: string;
+    location_sublocality: string;
+    location_locality: string;
+    location_admin_area_level_1: string;
+    location_admin_area_level_2: string;
+    location_country: string;
+    location_postal_code: string;
+    location_formatted_address: string;
+    attendees: {
+        email_address: string;
+        is_organizer: any;
+        name: string;
+        person_id: string;
+        status: string;
+        user_id: string;
+    }[];
+    participants: { person_id: string; primary_flag: boolean }[];
+    org_name: string;
+    person_name: string;
+    deal_title: string;
+    owner_name: string;
+    person_dropbox_bcc: string;
+    deal_dropbox_bcc: string;
+    assigned_to_user_id: string;
+    file: {
+        id: string;
+        clean_name: string;
+        url: string;
+    };
+}
+
+export interface PipedriveNote {
+    id: string;
+    active_flag: boolean;
+    add_time: Date;
+    content: string;
+    deal: { title: string };
+    lead_id: string;
+    deal_id: string;
+    last_update_user_id: string;
+    org_id: string;
+    organization: { name: string };
+    person: { name: string };
+    person_id: string;
+    pinned_to_lead_flag: boolean;
+    pinned_to_deal_flag: boolean;
+    pinned_to_organization_flag: boolean;
+    pinned_to_person_flag: boolean;
+    update_time: Date;
+    user: {
+        email: string;
+        icon_url: string;
+        is_you: boolean;
+        name: string;
+    };
+    user_id: string;
+}
+
+export interface PipedriveTask extends PipedriveEvent {}
+
+export interface PipedriveUser {
+    id: string;
+    name: string;
+    default_currency: string;
+    locale: string;
+    lang: string;
+    email: string;
+    phone: string;
+    activated: boolean;
+    last_login: Date;
+    created: Date;
+    modified: Date;
+    has_created_company: boolean;
+    access: { app: string; admin: boolean; permission_set_id: string }[];
+    active_flag: boolean;
+    timezone_name: string;
+    timezone_offset: string;
+    role_id: string;
+    icon_url: string;
+    is_you: boolean;
 }

packages/backend/models/unified/company.ts

@@ -1,10 +1,13 @@
+import { TP_ID } from '@prisma/client';
+import { PipedriveCompany } from '../../constants/pipedrive';
+
 export interface UnifiedCompany {
     name: string;
-    industry: string;
-    description: string;
-    annualRevenue: number;
+    industry: string; // not supported by pipedrive
+    description: string; // not supported by pipedrive
+    annualRevenue: number; // not supported by pipedrive
     size: number;
-    phone: string;
+    phone: string; // not supported by pipedrive
     address: {
         street: string; // Note: No street field in Hubspot.
         city: string;
@@ -32,8 +35,18 @@ export function unifyCompany(company: any): UnifiedCompany {
         phone: company.phone || company.Phone || company.phone,
         address: {
             street:
-                company.street || company.BillingAddress?.street || company.address?.street || company.Billing_Street,
-            city: company.city || company.City || company.city || company.BillingAddress?.city || company.Billing_City,
+                company.street ||
+                company.BillingAddress?.street ||
+                company.address?.street ||
+                company.Billing_Street ||
+                company.address_street_number,
+            city:
+                company.city ||
+                company.City ||
+                company.city ||
+                company.BillingAddress?.city ||
+                company.Billing_City ||
+                company.address_locality,
             state:
                 company.state ||
                 company.State ||
@@ -45,9 +58,20 @@ export function unifyCompany(company: any): UnifiedCompany {
                 company.Country ||
                 company.country ||
                 company.BillingAddress?.country ||
-                company.Billing_Country,
-            zip: company.zip || company.Zip || company.zip || company.BillingAddress?.zipCode || company.Billing_Code,
-            postalCode: company.postalCode || company.BillingAddress?.postalCode || company.Billing_Code,
+                company.Billing_Country ||
+                company.address_country,
+            zip:
+                company.zip ||
+                company.Zip ||
+                company.zip ||
+                company.BillingAddress?.zipCode ||
+                company.Billing_Code ||
+                company.address_postal_code,
+            postalCode:
+                company.postalCode ||
+                company.BillingAddress?.postalCode ||
+                company.Billing_Code ||
+                company.address_postal_code,
         },
         industry: company.industry || company.Industry || company.industry,
         size:
@@ -62,13 +86,15 @@ export function unifyCompany(company: any): UnifiedCompany {
             company.Created_Time ||
             company.created_date ||
             company.createdate ||
-            company.CreatedDate,
+            company.CreatedDate ||
+            company.add_time,
         updatedTimestamp:
             company.modifiedDate ||
             company.Modified_Time ||
             company.modified_date ||
             company.hs_lastmodifieddate ||
-            company.LastModifiedDate,
+            company.LastModifiedDate ||
+            company.update_time,
         additional: {},
     };
 
@@ -555,12 +581,40 @@ export function toHubspotCompany(unifiedCompany: UnifiedCompany): Partial<Hubspo
     return hubspotCompany;
 }
 
+export function toPipedriveCompany(unifiedCompany: UnifiedCompany): Partial<PipedriveCompany> {
+    const pipedriveCompany: any = {
+        id: unifiedCompany.remoteId,
+        name: unifiedCompany.name,
+        // industry: unifiedCompany.industry,
+        // description: unifiedCompany.description,
+        // annualRevenue: unifiedCompany.annualRevenue,
+        people_count: unifiedCompany.size,
+        // phone: unifiedCompany.phone,
+        address_street_number: unifiedCompany.address?.street,
+        address_locality: unifiedCompany.address?.city,
+        // state: unifiedCompany.address?.state,
+        address_country: unifiedCompany.address?.country,
+        address_postal_code: unifiedCompany.address?.postalCode || unifiedCompany.address?.zip,
+    };
+
+    // Map custom fields
+    if (unifiedCompany.additional) {
+        Object.keys(unifiedCompany.additional).forEach((key) => {
+            pipedriveCompany[key] = unifiedCompany.additional?.[key];
+        });
+    }
+
+    return pipedriveCompany;
+}
+
 export function disunifyCompany(company: UnifiedCompany, integrationId: string): any {
-    if (integrationId === 'sfdc') {
+    if (integrationId === TP_ID.sfdc) {
         return toSalesforceCompany(company);
-    } else if (integrationId === 'hubspot') {
+    } else if (integrationId === TP_ID.hubspot) {
         return toHubspotCompany(company);
-    } else if (integrationId === 'zohocrm') {
+    } else if (integrationId === TP_ID.zohocrm) {
         return toZohoCompany(company);
+    } else if (integrationId === TP_ID.pipedrive) {
+        return toPipedriveCompany(company);
     }
 }