refactor: Introduce crmManager

apps/web/public/static/locales/en/common.json

@@ -2408,6 +2408,8 @@
  "disconnect_account_hint": "Disconnecting your connected account will change the way you log in. You will only be able to login to your account using email + password",
  "cookie_consent_checkbox": "I consent to our privacy policy and cookie usage",
  "make_a_call": "Make a Call",
+ "skip_rr_assignment_label": "Skip round robin assignment if contact exists in Salesforce",
+ "skip_rr_description": "URL must contain the contacts email as a parameter ex. ?email=contactEmail",
  "select_account_header": "Select Account",
  "select_account_description": "Install {{appName}} on your personal account or on a team account.",
  "select_event_types_header": "Select Event Types",

apps/web/test/lib/getSchedule.test.ts

@@ -9,6 +9,8 @@ import {
  getScenarioData,
  Timezones,
  TestData,
+ createCredentials,
+ mockCrmApp,
 } from "../utils/bookingScenario/bookingScenario";
 
 import { describe, vi, test } from "vitest";
@@ -86,6 +88,289 @@ describe("getSchedule", () => {
  });
  });
 
+ describe("Round robin lead skip - CRM", async () => {
+ test("correctly get slots for event with only round robin hosts", async () => {
+ vi.setSystemTime("2024-05-21T00:00:13Z");
+
+ const plus1DateString = "2024-05-22";
+ const plus2DateString = "2024-05-23";
+
+ const crmCredential = {
+ id: 1,
+ type: "salesforce_crm",
+ key: {
+ clientId: "test-client-id",
+ },
+ userId: 1,
+ teamId: null,
+ appId: "salesforce",
+ invalid: false,
+ user: { email: "test@test.com" },
+ };
+
+ await createCredentials([crmCredential]);
+
+ mockCrmApp("salesforce", {
+ getContacts: [
+ {
+ id: "contact-id",
+ email: "test@test.com",
+ ownerEmail: "example@example.com",
+ },
+ ],
+ createContacts: [{ id: "contact-id", email: "test@test.com" }],
+ });
+
+ await createBookingScenario({
+ eventTypes: [
+ {
+ id: 1,
+ slotInterval: 60,
+ length: 60,
+ hosts: [
+ {
+ userId: 101,
+ isFixed: false,
+ },
+ {
+ userId: 102,
+ isFixed: false,
+ },
+ ],
+ schedulingType: "ROUND_ROBIN",
+ metadata: {
+ apps: {
+ salesforce: {
+ enabled: true,
+ appCategories: ["crm"],
+ roundRobinLeadSkip: true,
+ },
+ },
+ },
+ },
+ ],
+ users: [
+ {
+ ...TestData.users.example,
+ email: "example@example.com",
+ id: 101,
+ schedules: [TestData.schedules.IstEveningShift],
+ },
+ {
+ ...TestData.users.example,
+ email: "example1@example.com",
+ id: 102,
+ schedules: [TestData.schedules.IstMorningShift],
+ defaultScheduleId: 2,
+ },
+ ],
+ bookings: [],
+ });
+
+ const scheduleWithLeadSkip = await getSchedule({
+ input: {
+ eventTypeId: 1,
+ eventTypeSlug: "",
+ startTime: `${plus1DateString}T18:30:00.000Z`,
+ endTime: `${plus2DateString}T18:29:59.999Z`,
+ timeZone: Timezones["+5:30"],
+ isTeamEvent: true,
+ bookerEmail: "test@test.com",
+ },
+ });
+
+ expect(scheduleWithLeadSkip.teamMember).toBe("example@example.com");
+
+ // only slots where example@example.com is available
+ expect(scheduleWithLeadSkip).toHaveTimeSlots(
+ [`11:30:00.000Z`, `12:30:00.000Z`, `13:30:00.000Z`, `14:30:00.000Z`, `15:30:00.000Z`],
+ {
+ dateString: plus2DateString,
+ }
+ );
+
+ const scheduleWithoutLeadSkip = await getSchedule({
+ input: {
+ eventTypeId: 1,
+ eventTypeSlug: "",
+ startTime: `${plus1DateString}T18:30:00.000Z`,
+ endTime: `${plus2DateString}T18:29:59.999Z`,
+ timeZone: Timezones["+5:30"],
+ isTeamEvent: true,
+ bookerEmail: "testtest@test.com",
+ },
+ });
+
+ expect(scheduleWithoutLeadSkip.teamMember).toBe(undefined);
+
+ // slots where either one of the rr hosts is available
+ expect(scheduleWithoutLeadSkip).toHaveTimeSlots(
+ [
+ `04:30:00.000Z`,
+ `05:30:00.000Z`,
+ `06:30:00.000Z`,
+ `07:30:00.000Z`,
+ `08:30:00.000Z`,
+ `09:30:00.000Z`,
+ `10:30:00.000Z`,
+ `11:30:00.000Z`,
+ `12:30:00.000Z`,
+ `13:30:00.000Z`,
+ `14:30:00.000Z`,
+ `15:30:00.000Z`,
+ ],
+ {
+ dateString: plus2DateString,
+ }
+ );
+ });
+ test("correctly get slots for event with round robin and fixed hosts", async () => {
+ const { dateString: plus1DateString } = getDate({ dateIncrement: 1 });
+ const { dateString: plus2DateString } = getDate({ dateIncrement: 2 });
+
+ const crmCredential = {
+ id: 1,
+ type: "salesforce_crm",
+ key: {
+ clientId: "test-client-id",
+ },
+ userId: 1,
+ teamId: null,
+ appId: "salesforce",
+ invalid: false,
+ user: { email: "test@test.com" },
+ };
+
+ await createCredentials([crmCredential]);
+
+ mockCrmApp("salesforce", {
+ getContacts: [
+ {
+ id: "contact-id",
+ email: "test@test.com",
+ ownerEmail: "example@example.com",
+ },
+ {
+ id: "contact-id-1",
+ email: "test1@test.com",
+ ownerEmail: "example1@example.com",
+ },
+ ],
+ createContacts: [{ id: "contact-id", email: "test@test.com" }],
+ });
+
+ await createBookingScenario({
+ eventTypes: [
+ {
+ id: 1,
+ slotInterval: 60,
+ length: 60,
+ hosts: [
+ {
+ userId: 101,
+ isFixed: true,
+ },
+ {
+ userId: 102,
+ isFixed: false,
+ },
+ {
+ userId: 103,
+ isFixed: false,
+ },
+ ],
+ schedulingType: "ROUND_ROBIN",
+ metadata: {
+ apps: {
+ salesforce: {
+ enabled: true,
+ appCategories: ["crm"],
+ roundRobinLeadSkip: true,
+ },
+ },
+ },
+ },
+ ],
+ users: [
+ {
+ ...TestData.users.example,
+ email: "example@example.com",
+ id: 101,
+ schedules: [TestData.schedules.IstMidShift],
+ },
+ {
+ ...TestData.users.example,
+ email: "example1@example.com",
+ id: 102,
+ schedules: [TestData.schedules.IstMorningShift],
+ defaultScheduleId: 2,
+ },
+ {
+ ...TestData.users.example,
+ email: "example2@example.com",
+ id: 103,
+ schedules: [TestData.schedules.IstEveningShift],
+
+ defaultScheduleId: 3,
+ },
+ ],
+ bookings: [],
+ });
+
+ const scheduleFixedHostLead = await getSchedule({
+ input: {
+ eventTypeId: 1,
+ eventTypeSlug: "",
+ startTime: `${plus1DateString}T18:30:00.000Z`,
+ endTime: `${plus2DateString}T18:29:59.999Z`,
+ timeZone: Timezones["+5:30"],
+ isTeamEvent: true,
+ bookerEmail: "test@test.com",
+ },
+ });
+
+ expect(scheduleFixedHostLead.teamMember).toBe("example@example.com");
+
+ // show normal slots, example@example + one RR host needs to be available
+ expect(scheduleFixedHostLead).toHaveTimeSlots(
+ [
+ `07:30:00.000Z`,
+ `08:30:00.000Z`,
+ `09:30:00.000Z`,
+ `10:30:00.000Z`,
+ `11:30:00.000Z`,
+ `12:30:00.000Z`,
+ `13:30:00.000Z`,
+ ],
+ {
+ dateString: plus2DateString,
+ }
+ );
+
+ const scheduleRRHostLead = await getSchedule({
+ input: {
+ eventTypeId: 1,
+ eventTypeSlug: "",
+ startTime: `${plus1DateString}T18:30:00.000Z`,
+ endTime: `${plus2DateString}T18:29:59.999Z`,
+ timeZone: Timezones["+5:30"],
+ isTeamEvent: true,
+ bookerEmail: "test1@test.com",
+ },
+ });
+
+ expect(scheduleRRHostLead.teamMember).toBe("example1@example.com");
+
+ // slots where example@example (fixed host) + example1@example.com are available together
+ expect(scheduleRRHostLead).toHaveTimeSlots(
+ [`07:30:00.000Z`, `08:30:00.000Z`, `09:30:00.000Z`, `10:30:00.000Z`, `11:30:00.000Z`],
+ {
+ dateString: plus2DateString,
+ }
+ );
+ });
+ });
+
  describe("User Event", () => {
  test("correctly identifies unavailable slots from Cal Bookings in different status", async () => {
  const { dateString: plus1DateString } = getDate({ dateIncrement: 1 });