Add helpers as quick hack (#4)

api/helpers/iq/get-enriched.js

@@ -0,0 +1,190 @@
+module.exports = {
+
+
+  friendlyName: 'Get enriched',
+
+
+  description: 'Search for the contact indicated and return enriched data.',
+
+
+  inputs: {
+
+    emailAddress: { type: 'string', defaultsTo: '', },
+    linkedinUrl: { type: 'string', defaultsTo: '', },
+    firstName: { type: 'string', defaultsTo: '', },
+    lastName: { type: 'string', defaultsTo: '', },
+    organization: { type: 'string', defaultsTo: '', },
+
+  },
+
+
+  exits: {
+
+    success: {
+      outputFriendlyName: 'Report',
+      outputDescription: 'All available, enriched info about this person and their current employer.',
+      outputType: {
+        person: {
+          emailAddress: 'string',
+          linkedinUrl: 'string',
+          firstName: 'string',
+          lastName: 'string',
+          organization: 'string',
+          title: 'string',
+          phone: 'string',
+        },
+        employer: {
+          organization: 'string',
+          numberOfEmployees: 'number',
+          emailDomain: 'string',
+          linkedinCompanyPageUrl: 'string',
+          technologies: [{name: 'string', category: 'string'}]
+        }
+      }
+    },
+
+  },
+
+
+  fn: async function ({emailAddress,linkedinUrl,firstName,lastName,organization}) {
+    require('assert')(sails.config.custom.iqSecret);
+
+    let RX_TECHNOLOGY_CATEGORIES = /(device|security|endpoint|configuration management|data management platforms|mobility management|identity|information technology|IT$|employee experience|apple)/i;
+
+    // [?] https://developer.leadiq.com/#query-searchPeople
+    // [?] https://developer.leadiq.com/#definition-SearchPeopleInput
+    // [?] https://graphql.org/learn/serving-over-http/
+    let emailDomain = emailAddress.match(/@([^@]+)$/) && emailAddress.match(/@([^@]+)$/)[1] || '';
+
+    let searchExpr = `{
+      ${emailAddress? 'email: '+ JSON.stringify(emailAddress) : ''}
+      ${linkedinUrl? 'linkedinUrl: '+ JSON.stringify(linkedinUrl) : ''}
+      ${firstName? 'firstName: '+ JSON.stringify(firstName) : ''}
+      ${lastName? 'lastName: '+ JSON.stringify(lastName) : ''}
+      ${organization || emailDomain ? (`company: {
+        ${organization? 'name: '+ JSON.stringify(organization) : ''}
+        ${emailDomain? 'domain: '+ JSON.stringify(emailDomain)+' '+'emailDomain: '+ JSON.stringify(emailDomain) : ''}
+        searchInPastCompanies: false
+        strict: false
+      }`) : ''}
+    }`; //sails.log('GraphQL query:',searchExpr);
+    let report = await sails.helpers.http.get('https://api.leadiq.com/graphql', {
+      query: `{ searchPeople(input: ${searchExpr}) {
+          totalResults
+          results {
+            _id
+            name { first last }
+            linkedin { linkedinId linkedinUrl status updatedAt }
+            profiles { network id username url status updatedAt }
+            location { country areaLevel1 city fullAddress type status updatedAt }
+            personalPhones { value type status verificationStatus }
+            currentPositions {
+              title
+              emails { value type status }
+              phones { value type status verificationStatus }
+              companyInfo {
+                name
+                domain
+                country
+                address
+                linkedinUrl
+                numberOfEmployees
+                technologies { name category parentCategory attributes categories }
+              }
+            }
+          }
+        }
+      }`,
+    }, {
+      Authorization: `Basic ${sails.config.custom.iqSecret}`,
+      'content-type': 'application/json'
+    });
+
+    if (report.errors) {
+      sails.log.warn('Errors returned from IQ API when attempting to search for a matching contact:',report.errors);
+    }
+
+    // sails.log('person search results:',require('util').inspect(report.data.searchPeople.results, {depth:null}));
+    let foundPerson = report.data.searchPeople.results[0]; //sails.log('Found person:',foundPerson);
+    let foundPosition = foundPerson && foundPerson.currentPositions && foundPerson.currentPositions.length >= 1 ? foundPerson.currentPositions[0] : undefined;
+
+    let person;
+    if (foundPerson) {
+      person = {
+        emailAddress: emailAddress? emailAddress : foundPosition && foundPosition.emails[0]? foundPosition.emails[0].value : '',
+        linkedinUrl: linkedinUrl? linkedinUrl : foundPerson.linkedin.linkedinUrl,
+        firstName: firstName? firstName : foundPerson.name.first,
+        lastName: lastName? lastName : foundPerson.name.last,
+        organization: organization? organization : foundPosition? foundPosition.companyInfo.name : '',
+        title: foundPosition? foundPosition.title : '',
+        phone: foundPerson.personalPhones[0] && foundPerson.personalPhones[0].status !== 'Suppressed' ? foundPerson.personalPhones[0].value : '',
+      };
+    }//fi
+
+
+
+
+
+    // If no person was found, then try and look up the organization by itself.
+    let employer;
+    if (foundPosition) {
+      employer = {
+        organization: organization? organization : foundPosition.companyInfo.name || '',
+        numberOfEmployees: foundPosition.companyInfo.numberOfEmployees || 0,
+        emailDomain:( foundPosition.companyInfo.domain? foundPosition.companyInfo.domain : emailDomain )|| '',
+        linkedinCompanyPageUrl: foundPosition.companyInfo.linkedinUrl || '',
+        technologies: foundPosition.companyInfo.technologies? foundPosition.companyInfo.technologies
+          .filter((tech) => tech.category.match(RX_TECHNOLOGY_CATEGORIES))
+          .map((tech) => ({ name: tech.name, category: tech.category })) : []
+      };
+    } else {
+      let report = await sails.helpers.http.get('https://api.leadiq.com/graphql', {
+        query: `{ searchCompany(input: {
+          ${organization? 'name: '+ JSON.stringify(organization) : ''}
+          ${emailDomain? 'domain: '+ JSON.stringify(emailDomain) : ''}
+        }) {
+            totalResults
+            results {
+              name
+              domain
+              country
+              address
+              numberOfEmployees
+              linkedinUrl
+              technologies { name category parentCategory attributes categories }
+            }
+          }
+        }`
+      }, {
+        Authorization: `Basic ${sails.config.custom.iqSecret}`,
+        'content-type': 'application/json'
+      });
+      // sails.log('company search report:',report);
+
+      if (report.errors) {
+        sails.log.warn('Errors returned from IQ API when attempting to search directly for a matching organization:',report.errors);
+      }
+      let foundEmployer = report.data.searchCompany.results[0]; //sails.log(foundEmployer);
+      if (foundEmployer) {
+        employer = {
+          organization: organization? organization : foundEmployer.name || '',
+          numberOfEmployees: foundEmployer.numberOfEmployees || 0,
+          emailDomain: emailDomain? emailDomain : foundEmployer.domain || '',
+          linkedinCompanyPageUrl: foundEmployer.linkedinUrl || '',
+          technologies: foundEmployer.technologies? foundEmployer.technologies
+            .filter((tech) => tech.category.match(RX_TECHNOLOGY_CATEGORIES))
+            .map((tech) => ({ name: tech.name, category: tech.category })) : []
+        };// process.stdout.write(JSON.stringify(employer.technologies,0,2));
+      }
+    }//fi
+
+    return {
+      person,
+      employer
+    };
+
+  }
+
+
+};
+

api/helpers/salesforce/update-or-create-contact-and-account.js

@@ -0,0 +1,205 @@
+module.exports = {
+
+
+  friendlyName: 'Update or create contact and account',
+
+
+  description: 'Upsert contact±account into Salesforce given fresh data about a particular person, and fresh IQ-enrichment data about the person and account.',
+
+
+  inputs: {
+
+    // Find by…
+    emailAddress: { type: 'string' },
+    linkedinUrl: { type: 'string' },
+
+    // Set…
+    firstName: { type: 'string', required: true },
+    lastName: { type: 'string', required: true },
+    organization: { type: 'string' },
+    primaryBuyingSituation: { type: 'string' },
+    psychologicalStage: {
+      type: 'string',
+      isIn: [
+        '1 - Unaware',
+        '2 - Aware',
+        '3 - Intrigued',
+        '4 - Has use case',
+        '5 - Personally confident',
+        '6 - Has team buy-in'
+      ]
+    },
+  },
+
+
+  exits: {
+
+    success: {
+      outputType: {
+        salesforceAccountId: 'string',
+        salesforceContactId: 'string'
+      }
+    },
+
+  },
+
+
+  fn: async function ({emailAddress, linkedinUrl, firstName, lastName, organization, primaryBuyingSituation, psychologicalStage}) {
+    require('assert')(sails.config.custom.salesforceIntegrationUsername);
+    require('assert')(sails.config.custom.salesforceIntegrationPasskey);
+    require('assert')(sails.config.custom.iqSecret);
+
+
+    if(!emailAddress && !linkedinUrl){
+      throw new Error('UsageError: when updating or creating a contact and account in salesforce, either an email or linkedInUrl is required.');
+    }
+    // Send the information we have to the enrichment helper.
+    let enrichmentData = await sails.helpers.iq.getEnriched(emailAddress, linkedinUrl, firstName, lastName, organization);
+    // console.log(enrichmentData);
+
+    // Log in to Salesforce.
+    let jsforce = require('jsforce');
+    let salesforceConnection = new jsforce.Connection({
+      loginUrl : 'https://fleetdm.my.salesforce.com'
+    });
+
+    let salesforceAccountOwnerId;
+
+    await salesforceConnection.login(sails.config.custom.salesforceIntegrationUsername, sails.config.custom.salesforceIntegrationPasskey);
+
+    let salesforceAccountId;
+    if(!organization && !enrichmentData.employer){
+      // Special sacraficial meat cave where the contacts with no organization go.
+      // https://fleetdm.lightning.force.com/lightning/r/Account/0014x000025JC8DAAW/view
+      salesforceAccountId = '0014x000025JC8DAAW';
+      salesforceAccountOwnerId = '0054x00000735wDAAQ';
+    } else {
+      let existingAccountRecord = await salesforceConnection.sobject('Account')
+      .findOne({
+        'Website':  enrichmentData.employer.emailDomain,
+        // 'LinkedIn_company_URL__c': enrichmentData.employer.linkedinCompanyPageUrl // TODO: if this information is not present on an existing account, nothing will be returned.
+      });
+      // console.log(existingAccountRecord);
+      if(existingAccountRecord) {
+        // Store the ID of the Account record we found.
+        salesforceAccountId = existingAccountRecord.Id;
+        salesforceAccountOwnerId = existingAccountRecord.OwnerId;
+        // console.log('exising account found!', salesforceAccountId);
+      } else {
+
+
+        let roundRobinUsers = await salesforceConnection.sobject('User')
+        .find({
+          AE_Round_robin__c: true,// eslint-disable-line camelcase
+        });
+        let userWithEarliestAssignTimeStamp = _.sortBy(roundRobinUsers, 'AE_Account_Assignment_round_robin__c')[0];
+
+        let today = new Date();
+        let nowOn = today.toISOString().replace('Z', '+0000');
+
+        salesforceAccountOwnerId = userWithEarliestAssignTimeStamp.Id;
+
+        // Update this user to putthem atthe bottom of the round robin list.
+        await salesforceConnection.sobject('User')
+        .update({
+          Id: salesforceAccountOwnerId,
+          // eslint-disable-next-line camelcase
+          AE_Account_Assignment_round_robin__c: nowOn
+        });
+        // If no existing account record was found, create a new one.
+        let newAccountRecord = await salesforceConnection.sobject('Account')
+        .create({
+          OwnerId: salesforceAccountOwnerId,
+          Account_Assigned_date__c: nowOn,// eslint-disable-line camelcase
+          // eslint-disable-next-line camelcase
+          Current_Assignment_Reason__c: 'Inbound Lead',// TODO verify that this matters. if not, do not set it.
+          Prospect_Status__c: 'Assigned',// eslint-disable-line camelcase
+
+          Name: enrichmentData.employer.organization,// IFWMIH: We know organization exists
+          Website: enrichmentData.employer.emailDomain,
+          LinkedIn_company_URL__c: enrichmentData.employer.linkedinCompanyPageUrl,// eslint-disable-line camelcase
+          NumberOfEmployees: enrichmentData.employer.numberOfEmployees,
+        });
+        salesforceAccountId = newAccountRecord.id;
+        // console.log('New account created!', salesforceAccountId);
+      }
+    }
+
+
+
+    // Now search for an existing Contact.
+    // FUTURE: expand this section to improve the searches.
+    let existingContactRecord;
+    if(emailAddress){
+      // console.log('searching for existing contact by emailAddress');
+      existingContactRecord = await salesforceConnection.sobject('Contact')
+      .findOne({
+        AccountId: salesforceAccountId,
+        Email:  emailAddress,
+      });
+    } else if(linkedinUrl) {
+      // console.log('searching for existing contact by linkedInUrl');
+      existingContactRecord = await salesforceConnection.sobject('Contact')
+      .findOne({
+        AccountId: salesforceAccountId,
+        LinkedIn_profile__c: linkedinUrl // eslint-disable-line camelcase
+      });
+    } else {
+      existingContactRecord = undefined;
+    }
+
+    let salesforceContactId;
+    let valuesToSet = {};
+    if(emailAddress || enrichmentData.person){
+      valuesToSet.Email = emailAddress || enrichmentData.person.emailAddress;
+    }
+    if(linkedinUrl || enrichmentData.person){
+      valuesToSet.LinkedIn_profile__c = linkedinUrl || enrichmentData.person.linkedinUrl;// eslint-disable-line camelcase
+    }
+    if(enrichmentData.person){
+      valuesToSet.Title = enrichmentData.person.title;
+    }
+    if(primaryBuyingSituation) {
+      valuesToSet.Primary_buying_situation__c = primaryBuyingSituation;// eslint-disable-line camelcase
+    }
+    if(psychologicalStage) {
+      valuesToSet.Stage__c = psychologicalStage;// eslint-disable-line camelcase
+    }
+
+
+    if(existingContactRecord){
+      salesforceContactId = existingContactRecord.Id;
+      // console.log(`existing contact record found! ${salesforceContactId}`);
+      // Update the existing contact with the information provided.
+      await salesforceConnection.sobject('Contact')
+      .update({
+        Id: salesforceContactId,
+        ...valuesToSet,
+      });
+      // console.log(`${salesforceContactId} updated!`);
+    } else {
+      // Otherwise create a new Contact record.
+      let newContactRecord = await salesforceConnection.sobject('Contact')
+      .create({
+        AccountId: salesforceAccountId,
+        OwnerId: salesforceAccountOwnerId,
+        FirstName: firstName,
+        LastName: lastName,
+        ...valuesToSet,
+      });
+      // console.log(newContactRecord);
+      salesforceContactId = newContactRecord.id;
+      // console.log(`New contact record created! ${salesforceContactId}`);
+    }
+
+
+    return {
+      salesforceAccountId,
+      salesforceContactId
+    };
+
+  }
+
+
+};
+